ALERT_CONTINGENT_LIABLE_OVERPAYMENTwork_controlContingently Liable Overpayment AlertDebt & Overpayments / Work ControlAnnual SSA alert that notifies employees when a contingently liable individual in the same household is receiving benefits on the overpaid record that should be adjusted for recovery.observed_current2026-09-305OIG documents current use; the public report does not disclose the alert-generation implementation.ALERT_ECO_AWG_UNDELIVwork_controlECO-AWG Undeliverable AlertsAlerts E/F/G/HDebt & External Collections / AWGPCACS alert family generated by ECO when returned AWG employer mail cannot be automatically resent or otherwise resolved from available employer information.observed_current_policy2022-08-225Includes documented Alert H for undeliverable AWG package and Alerts E/F/G for returned change/resume/stop garnishment notices.ALERT_PREPARE1184_REACTwork_control_artifactPREPARE 1184 REACT AlertPREPARE 1184Title II / Payments / Work ControlREACT work-control alert received by a Program Service Center when a manual F-stop is needed on a courtesy replacement check.observed_current2026-10-075Public POMS identifies the alert and triggering workflow but does not disclose its physical queue or persistence implementation.ALERT_REENTITLED_OVERPAYMENTwork_controlRe-entitled Overpayment AlertDebt & Overpayments / Work ControlAnnual SSA alert that notifies employees when an overpaid individual is receiving OASDI benefits on a separate benefit record and those benefits should be adjusted to recover the overpayment.observed_current2026-09-305OIG documents current use and also identifies cases in which employees did not act on alerts.ALERT_RETAP_STUDENT_AGE18work_controlRegular Transcript Attainment and Selection Pass Student Age-18 AlertRETAP Student AlertTitle II / Student Benefits / Work ControlPlanned alert to identify cases where a child's benefits were terminated at age 18 even though the benefit record indicates full-time student status.planned_fy20262026-02-255SSA states the solution will use Regular Transcript Attainment and Selection Pass Alerts in the Title II Redesign environment.ALERT_SSI_SAVINGS_SECURITYwork_controlSSI Savings Security Interface AlertSB alertTitle XVI / Program Integrity / ResourcesWork-control alert generated from the Fiscal Service savings-security match when qualifying ownership/value conditions are met.observed_current2026-10-045Current POMS says the alert posts to SSR and is controlled by PE ODS.API_EARQinterfaceEarnings Alert Query APIEARQ APIEarnings / IntegrationAPI introduced for retirement iClaim straight-through processing to flag CCE claims that have earnings alerts requiring technician development.production2026-07-145SSA states the API went into production in late April 2026; exact production date is not stated.API_STATEMENTsystem_interfaceSocial Security Statement APIStatement APIDigital Service / Social Security StatementModern SSA Statement service described as using back-end systems to generate the online Social Security Statement PDF through Customer Communications Management.observed_current_reference2026-10-055Backend source systems, hosting, protocol, and API implementation are not publicly specified in the cited policy.APP_800_CLAIMSapplicationNational 800 Number Claims StatusCustomer Service / TelephoneSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-02-15.listed_in_current_pia_catalog2008-02-154Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_800_EMPVERapplicationNational 800 Number Employer Verification Automated Telephone ApplicationCustomer Service / EmployerSystem/application/project listed in SSA's current PIA catalog; PIA signed 2025-02-11.listed_in_current_pia_catalog2026-10-055Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_800_QA_BOTapplicationSSA 800 Number Public Question and Answer Bot and OIG Hotline AutomationCustomer Service / AIGenerative-AI/NLU automation that answers approved SSA.gov FAQ questions in English and Spanish and supports structured fraud, waste, and abuse intake.deployed2023-06-055Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_800_VOICEapplicationNational 800 Number Network Transfer of Voice Data Collection SystemCustomer Service / TelephoneSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-10-11.listed_in_current_pia_catalog2008-10-114Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_AARPS_PORTALapplicationAppeals and Appointed Representative Processing Services PortalAARPSRepresentation / Digital ServicesCurrent portal for registered representatives to view registration and business information, client lists, and past fee-payment information.observed_current2026-10-045Public sources establish the portal and capabilities but do not disclose its backend data-store or interface topology; no RASR integration is inferred.APP_ACCSTATSapplicationSSI Statistics SystemACCSTATSTitle XVI / AccountingReports/accounts for daily and monthly SSI payments posted to the SSR for payment certification.documented_in_current_pia_catalog2026-10-034APP_ACCUWAGEapplicationAccuWage OnlineAccuWageEarnings / EmployerBSO application for testing EFW2 and EFW2C formatted wage files for correctness before submission.observed_current2026-10-035APP_ACDVapplicationAutomated Consumer Dispute Verification SystemACDVDebt & Overpayments / Credit ReportingOnline system linking credit bureaus and SSA for consumer disputes of SSA-reported overpayment debt.observed_current2025-05-085Current Title II and Title XVI POMS identify ACDV. Operational processing is handled by NEPSC.APP_ACTapplicationAssignment and Correspondence TrackingACTEnterprise Workflow / CorrespondenceSSA application/data asset that automates assigning correspondence, processing work electronically, and tracking assignment status.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-219. Current catalog listing does not establish physical relationship to EMAC.APP_ADRPapplicationAdvance Designation of Representative Payee SystemADRPRepresentative Payee / Advance DesignationSystem recording advance-designation information and contact history for individuals a beneficiary or claimant wants SSA to consider first if a payee is later needed.observed_current2026-10-035Public advance designation service remains current; POMS documents system and access paths.APP_AFESapplicationAnti-Fraud Enterprise SolutionAFESFraud / AnalyticsSystem/application/project listed in SSA's current PIA catalog; PIA signed 2018-04-18.observed_current2026-10-035Active CMA 1094 explicitly retains CMS response data in AFES under SORN 60-0388 for fraud analytics or investigation leads.APP_AFIIapplicationAccess to Financial Institution InformationAFIISSI / Financial DataSystem/application/project listed in SSA's current PIA catalog; PIA signed 2005-09-08.listed_in_current_pia_catalog2005-09-084Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_AGENCY_SUPPORT_COMPANIONapplicationAgency Support CompanionASCEnterprise AI / Employee SupportGenerative-AI assistant for agency staff supporting content generation, summarization, analysis, refinement, and research.deployed2025-04-165Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_AIRSapplicationAutomated Incident Reporting SystemAIRSPhysical SecuritySAFE module documented for reporting security incidents at the user location.observed_current_source_system2025-08-203Historically documented as a SAFE module. The 2025 60-0350 SORN independently confirms AIRS remains a source of reports used for High Risk customer-service alerts; current internal module/platform implementation remains unconfirmed.APP_AI_DIPapplicationDuplicate Identification ProcessDIPHearings & Appeals / AIMachine-learning use case that identifies and flags duplicate cases for hearings.deployed2019-09-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_ALJ_MISCONDUCTapplicationAdministrative Law Judge/Public Alleged Misconduct Complaints SystemHearings / OversightElectronic ALJ/PAMC complaint-management system that collects and maintains complaint-derived case, claimant, representative/filer, ALJ and review/investigation information.observed_current_pia_architecture2026-10-065Direct 2025 PIA documents electronic housing and complaint-derived information. Underlying hosting, database product, and transport remain unspecified.APP_AMPapplicationAutomated Medicare ProcessingAMPTitle II / Medicare ClaimsApplication previously used to process Medicare-only iClaims before the TAA path was released; some claims were also routed to MCS technicians.documented_predecessor_path2025-12-135A January 2026 EM says Medicare-only iClaims were previously processed via AMP. It does not state that AMP was fully retired.APP_APINETapplicationAdministration Payments Information NetworkAPINETFinance / AccountingIntranet application documented as providing status access to administrative payment information processed through SSOARS.documented_2020_current_status_unconfirmed2020-05-1952020 SSOARS PIA; no later first-party source found in this run confirming current APINET status.APP_APPOINTED_REPapplicationAppointed RepresentativesRepresentationSystem/application/project listed in SSA's current PIA catalog; PIA signed 2010-02-04.listed_in_current_pia_catalog2026-10-034Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_APP_OBSERVABILITY_AIapplicationApplication Observability SupportACIInfrastructure / ObservabilityMachine-learning observability capability that establishes performance baselines and alerts on significant deviations for critical on-premises and cloud applications.deployed2025-04-035Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_APRS_SSOARSapplicationAcquisition Planning and Reporting SystemAPRSFinance / Acquisition PlanningSSOARS subsystem documented as tracking the Information Technology Systems budget; formerly called the Automated Procurement Requisition System.documented_2020_current_status_unconfirmed2020-05-195Do not confuse with Appeals Review Processing System (ARPS).APP_ARISapplicationAllegation Referral Intake SystemARISProgram Integrity / Fraud ReferralsSSA application through which employees and DDS personnel submit suspected program violations and criminal allegations to SSA OIG.observed_current2026-06-245Current 2026 POMS requires ARIS referrals.APP_ARPSapplicationAppeals Review Processing SystemARPSAppealsAppeals-processing system named in current field-office adjudication instructions.observed_current2026-10-045EM-25061 identifies ARPS as the post-CPMS query for Appeals Council and Federal Court pending/closed cases.APP_ARSapplicationAppointed Representative ServicesARSRepresentation / Electronic RecordsCurrent SSA application for appointed representatives to view and download electronic-folder contents, upload medical evidence and other documents, and obtain case status information.observed_current2026-10-045Current SSA pages also call this Electronic Records Express Appointed Representative Services (ERE ARS). Kept separate from the broader 2010 Appointed Representatives project/PIA object.APP_ARS2applicationAccounts Receivable System IIARS IIDebt & OverpaymentsDMS subsystem that tracks and monitors Title II funds due from Treasury for inclusion in SSA general-ledger accounts receivable.documented_current_dms_architecture2026-10-034Named in the 2018 DMS PIA still listed in SSA current PIA catalog; no separate 2026 operating instruction found in this run.APP_ASCapplicationAppointment Scheduling CalendarASCCustomer Service / SchedulingWeb-based SSA appointment system used by customers and technicians to schedule, reschedule, modify and cancel initial-claim telephone appointments.observed_limited_rollout2026-08-315Current SSA emergency message documents expanded production rollout; FY2027 budget calls the initiative National Appointment Scheduling Calendar.APP_AS_TOOLapplicationAdministrative Sanctions ToolAS ToolProgram Integrity / Administrative SanctionsSSA tool displaying administrative sanction periods and supporting sanction processing.observed_current_reference2026-10-035Current POMS references the tool; public implementation details are not published.APP_ATSapplicationAudit Trail SystemATSSecurity / AuditSystem/application/project listed in SSA's current PIA catalog; PIA signed 2017-12-20.listed_in_current_pia_catalog2017-12-204Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_AURORAnotice_processing_systemAuroraAuroraNotices / Processing CenterProcessing-center notice system; current POMS states Aurora notices automatically post to ORS.observed_active2025-03-255APP_AWS_WLM_ATTEMPTcloud_serviceAWS Workload Management SolutionTelephone / Workforce ManagementAWS workforce-management capability SSA attempted to use with AWS Connect for scheduling, forecasting, performance management, agent tracking, and reporting.failed_and_replaced_20252025-07-315OIG reports scheduling/forecasting did not meet SSA needs and contractor compensation was provided.APP_BDCSapplicationBOND Data Collection SystemBDCSDisability Demonstrations / BONDBOND application used by contractor personnel to collect information on BOND participants.historical_bond_project2017-02-134Historical BOND architecture; current operation is not inferred.APP_BODSapplicationBOND Operations Data SystemBODSDisability Demonstrations / BONDBOND standalone operations data system used to store/manage study information and send earnings-calculation data through BWS to BSAS.historical_bond_project2017-02-1352011 PIA says BODS was externally hosted outside SSA firewalls; 2017 IDMS PIA also describes its relationship with BSAS/BWS. BOND project later ended.APP_BONDapplicationBenefit Offset National DemonstrationBONDDisability DemonstrationSystem/application/project listed in SSA's current PIA catalog; PIA signed 2011-01-19.listed_in_current_pia_catalog2011-01-194Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_BPSapplicationBOND Project SystemBPSDisability Demonstrations / BONDBOND analysis system used to analyze SSA, Rehabilitation Services Administration, and Department of Labor information on BOND participants.historical_bond_project2017-02-134Historical BOND architecture; current operation is not inferred.APP_BSASapplicationBOND Stand-Alone SystemBSASDisability Demonstrations / BONDSSA-side BOND application that accepted BODS files, stored beneficiary earnings/work-incentive estimates, and supported benefit-offset adjustment processing.retired_obsolete2024-07-035Current POMS marks the procedure obsolete and states the BOND project is over.APP_BUCSapplicationBounty Update Control SystemBUCSProgram Integrity / Prisoner PaymentsSystem performing monthly sweeps of PUPS records with unpaid prisoner incentive amounts and passing payment records for EFT disbursement.observed_current2026-04-145APP_CAL_SELECTIONapplicationCompassionate Allowances Selection SoftwareCAL Selection SoftwareDisability / Fast TrackSoftware that identifies Compassionate Allowances candidates from alleged impairments in disability reports and EDCS processing.observed_current2026-10-035Current CAL/QDD POMS identifies this software separately from the QDD predictive model.APP_CARS_SECURITYapplicationCompliance and Risk Survey SystemCARSPhysical SecuritySAFE module documented for performing physical-security compliance and risk assessments for SSA sites.historically_documented_safe_module; current_implementation_unconfirmed2013-09-303Named CARS is scoped here to the SMACS/SAFE physical-security module.APP_CATSapplicationCivil Action Tracking SystemCATSLegal / Class ActionsSystem used to support implementation of class-action court orders, settlement agreements and Acquiescence Ruling notices.observed_current2026-10-035Current SSA SORN catalog lists SORN 60-0186 and 2024 POMS still directs CATS queries.APP_CBSVapplicationConsent Based Social Security Number Verification SystemCBSVIdentity VerificationSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-11-05.listed_in_current_pia_catalog2008-11-054Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_CCEapplicationConsolidated Claims ExperienceCCETitle XVI ClaimsCurrent Title XVI claims experience used in 2026 operational instructions.observed_current_under_modernization2026-10-035FY2027 Congressional Justification continues funding CCE modernization and describes further migration from legacy COBOL to modern cloud-native applications and APIs.APP_CCMapplicationCustomer Communications ManagementCCMNotices / CommunicationsSystem/data asset used to develop and store notices and version information and identify notice recipients.observed_active2026-09-175APP_CDREOprocessing_systemContinuing Disability Review Enforcement OperationCDREOTitle II Disability / Work CDRAutomated earnings-enforcement operation that identifies Title II/concurrent disability beneficiaries with potentially uninvestigated substantial earnings and generates work CDR alerts.observed_current2026-10-035Current POMS batch through 2026 describes CDREO operations and alert criteria.APP_CDR_MODELapplicationContinuing Disability Review ModelCDR ModelDisability / Program IntegrityHigh-impact model that scores disability cases by likelihood of medical improvement for CDR prioritization.deployed_high_impact2023-09-305Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_CENTRAL_DATA_EXCHANGE_UNNAMEDapplicationUnnamed Centralized Data Exchange ApplicationExternal Data Exchange / Identity VerificationCentralized application into which SSA combined several data-exchange systems in FY2026; SSA plans to incorporate some Numident-verification systems into it.observed_current_with_planned_expansion2026-10-055OIG does not name the application, identify the consolidated systems, hosting, database, vendor, or interface technology. Do not equate it with DEVO without further evidence.APP_CET_SUITE_2016application_suiteCustomer Engagement Tools Application SuiteCETCustomer Service / Digital EngagementHistorical Customer Engagement Tools application suite identified as a planned key consumer of BORG person-centered data.historically_documented_201620165Kept separate from the CET Record System SORN/data-store entity. The source establishes application-suite consumer intent, not a physical record-store identity.APP_CFRMSrecords_management_systemClaims File Records Management SystemCFRMSClaims / Records ManagementSystem supporting access, disclosure, retention and destruction of electronically stored information in the CFRMS claims folder.observed_active2026-08-065APP_CFUIapplicationClaims File User InterfaceCFUIClaims / EvidenceClaims-file interface named in current field-office adjudication instructions.observed_active2026-08-315APP_CHIPapplicationCustomer Help and Information ProgramCHIPNotices / CommunicationsSSA application that can prepare cover notices and select forms/publications for Special Notice Option alternate-format fulfillment.observed_current2026-10-035Current POMS supports the SNO workflow; internal technology and vendor details are not public in the cited source.APP_CICS_CUSTOMER_INFOapplicationCustomer Information Control SystemCICSCustomer ServiceSSA customer information system named in current VAPT POMS as a surface where the CSRQ VAPT alert appears.observed_current_policy_reference2026-10-074Kept separate from TECH_CICS (IBM CICS technology). Public POMS establishes the application name but not its physical implementation.APP_CIPweb_applicationChange in PIACIPTitle II / Post-entitlement / PIAWeb-based SSA application used in current POMS to process Primary Insurance Amount recomputations for specified post-entitlement pension/WEP cases.observed_current_reference2026-10-055Current cited procedure applies to post-entitlement development for months of entitlement before January 2024. Broader current CIP scope is not inferred.APP_CIRPapplicationComprehensive Integrity Review ProcessCIRPProgram IntegritySystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-27.observed_current2026-09-225Current Data.gov inventory and March 2026 POMS independently corroborate CIRP operation.APP_CODE_MOD_AIapplicationIntelligent Generation of Modernized CodeApplication Development / ModernizationAI-assisted legacy modernization that analyzes legacy code and generates modernized code plus business and technical requirements.deployed2024-10-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_CODING_ASSISTapplicationCoding AssistanceApplication Development / AIPre-deployment agentic-AI coding assistant intended to improve developer efficiency and code quality.pre_deployment2026-04-135Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_COGSapplicationCourt Ordered Garnishment SystemCOGSTitle II / GarnishmentSSA system that processes garnishment orders, including electronically submitted income-withholding orders, and supports garnishment case queries and actions.observed_current2026-10-035APP_COMMUNICATIONS_CENTRALapplicationCommunications CentralOperations / CommunicationsSSA communications application/service through which specific mass-loss information is posted to SSAlerts.observed_current_policy_reference2026-10-075Named by current POMS; no physical platform or vendor is inferred.APP_CONTACT_CENTER_WFMcloud_serviceCloud-Based Contact Center Workforce Management Software (Product Name Not Publicly Identified)Telephone / Workforce ManagementReplacement cloud workforce-management software SSA purchased in July 2025 for workforce optimization, scheduling, forecasting, monitoring, and reporting.observed_in_use_20262026-09-305OIG reports the product met SSA needs but does not identify the product name; no API/interface to Amazon Connect is inferred.APP_CPMSapplicationCase Processing & Management SystemCPMSHearings & AppealsRetired hearings/appeals case-processing website that no longer receives new hearing-level appeals or decisions; historical data remains queryable.retired_2025-09-26_historical_query_available2026-10-045EM-25061 states CPMS website retired September 26, 2025. No new hearings-level appeals/decisions are added after retirement; historical data remains available to query. Earlier coexistence-with-HACPS status is superseded.APP_CPSapplicationCritical Payment SystemCPSTitle II / Critical PaymentsSystem used to establish, approve, transmit and record Title II critical/immediate payments.observed_active2026-09-185APP_CSRQapplicationCustomer Service Record QueryCSRQCustomer Service / Identity QuerySSA online application named by the current GUNSCHIP/GUNPUC03 inventory as a consumer of Numident-retrieval utilities.current_open_data_inventory_reference2026-09-294The current inventory names CSRQ but does not document its broader architecture, hosting, or complete data dependencies.APP_CWOSSapplicationComprehensive Work Opportunities Support SystemCWOSSTicket to Work / Work IncentivesSystem capturing workload case-management, contract, and payment information to support Ticket to Work.current_open_data_inventory2026-09-295Catalog also uses the shortened title 'Comprehensive Work Opp Support System'.APP_CXFTapplicationCustomer Feedback ToolCXFTCustomer Experience / AnalyticsSurvey and text-analytics capability that produces sentiment, category, suggested-action, customer-effort, and translation outputs.deployed2021-08-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_CYBER_RISK_MGMT_TOOLapplicationCentralized Cybersecurity Risk Management ToolCybersecurity / Risk ManagementCentralized risk-management tool launched in FY2026 to align previously siloed cybersecurity risk processes; migration and refinement remained ongoing during the FY2026 FISMA assessment.launched_fy2026_migration_ongoing2026-09-245OIG does not publicly identify the product name or hosting architecture.APP_DABAapplicationSSI Database Extraction/Selection SystemDABATitle XVI / DataSelects SSRs using criteria supplied by process owners, external agencies and SSI subsystems.documented_in_current_pia_catalog2026-10-034APP_DACUSapplicationDeath Alert Control and Update SystemDACUSDeath / Program IntegritySystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-28.listed_in_current_pia_catalog2007-09-284Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_DAILY_FAXapplicationDaily/Monthly Financial Accounting ExchangeDaily/Monthly FAXTitle XVI / AccountingTracks and controls payment/accounting transactions posted to the SSR.documented_in_current_pia_catalog2026-10-034APP_DALLAS_APPEALSapplicationDallas Appeals ApplicationTitle XVI / AppealsApplication, commonly called Banana, used for SSI non-medical post-eligibility reconsideration requests and related Goldberg-Kelly payment-continuation/overpayment-recovery actions.mandatory_use_as_of_source2026-10-035Emergency message says use remains mandatory until further notice due to the Amin settlement; retention date is 2026-10-03.APP_DATSapplicationDeath Alerts Tracking SystemDATSDeath / Program IntegritySystem used to display, document and clear death alerts arising from DIPS and Numident/payment-record discrepancies.observed_current2026-10-035Current POMS revised September 15, 2026.APP_DCEapplicationDocument Conversion EngineDCEDocument Management / ConversionSSA Document Conversion Engine supported by the Apryse PDFTron PDFNet SDK according to a 2026 software-renewal solicitation.observed_operational_support_target2026-04-295The public notice validates DCE as a supported SSA component but does not disclose its broader architecture.APP_DCFSapplicationDisability Control File SystemDCFSDisability / Post-entitlementIDMS subsystem/system wrapper around Disability Control File functions for disability adjudication history, earnings verification, CDR, Ticket to Work, and related controls.historically_documented_2017_current_parent_pia_listed2017-02-134The 2017 PIA identifies DCFS as an IDMS subsystem and DCF as the master file. Current PIA catalog still lists IDMS; current DCFS component boundaries are not independently verified.APP_DCPSapplicationDisability Case Processing SystemDCPSDDS Disability ProcessingDDS disability case-processing system used for development, adjudication and case notes.observed_active2026-08-315APP_DCS_BUDGETapplicationDCS Budget Tracking SystemIT Governance / BudgetSSA budget tracking system whose database contains Information Technology and Other Objects budget allocation and expenditure data for monitoring and tracking.current_open_data_inventory2026-10-055Current Data.gov metadata confirms the system/database function; application stack and interfaces are not disclosed.APP_DDSQapplicationDisability Determination Services QueryDDSQDDS / QueriesDDS query source named in current field-office adjudication instructions.observed_active2026-10-075APP_DEVOapplicationData Exchanges and Verifications OnlineDEVOExternal Data ExchangeParameter-driven back-end for batch and real-time SSN verification and data-exchange processing.observed_current_numident_verification_system2026-10-055August 20, 2026 OIG audit treats DEVO as one of five Numident verification systems and reports FY2021-25 management data for it. Do not assume DEVO is the unnamed FY2026 centralized data-exchange application; the audit does not make that identification.APP_DGPapplicationData Governance ProductDGPEnterprise Data / GovernanceAI-enabled data-governance capability for discovery, classification, curation, predictive analysis, and data-quality rule creation.deployed2014-11-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_DGSapplicationDocument Generation SystemDGSHearings & Appeals / NoticesDocument-generation application used by OHO for notices, decisions, dismissals and other correspondence.observed_current2026-10-035Current HALLEX identifies DGS alongside HACPS for document generation.APP_DHS_SELF_CHECKexternal_serviceDHS Self CheckSelf CheckIdentity / Employment VerificationDHS-owned E-Verify subsystem that lets individuals check employment-eligibility information and may surface mismatches with SSA records.observed_current_policy2026-10-055SSA treats Self Check mismatches through normal SSN-record correction procedures; SSA staff do not use EV-STAR for Self Check cases.APP_DICARS_LEGACYapplicationDisability Case Adjudication and ReviewDICARSDisability / Quality ReviewLegacy disability quality-review case-processing system. SSA FY2025 budget evidence says QRCPS replaced DICARS and DQR by September 2023, while May 2026 Federal Data Catalog metadata still describes DICARS as a legacy system supporting DQB quality-review workflows.status_conflict_replacement_vs_2026_catalog_metadata2026-10-064Do not treat the 2026 catalog description as proof that DICARS was reactivated. Current September 2026 POMS explicitly uses QRCPS in DQR workflows. Preserve both sources as a status conflict/stale-metadata issue pending an authoritative inventory retirement clarification.APP_DIGITAL_ID_AIapplicationDigital Identity Verification ServicesIdentity / CybersecurityHigh-impact computer-vision AI used for online identity verification, risk indicators, fraud alerts, authentication logs, and compliance outputs.deployed_high_impact2020-06-055Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_DIGITAL_SERVICES_CONTROLapplicationDigital Services Control SystemDigital Services Control SystemNotices / Digital ServicesInternal request system documented for notice-project teams to request QR codes/links from Digital Services.observed_current_policy2026-10-075No database, hosting platform, QR generator product, or transport is inferred beyond the documented internal request/control system.APP_DIPSapplicationDeath Information Processing SystemDIPSDeath / Program IntegritySystem used to add, change or remove death information on Numident and, in most cases, post death information to payment records.observed_current2026-10-035Current POMS requires DIPS for death updates involving SSNs.APP_DMSapplicationDebt Management SystemDMSDebt & OverpaymentsMajor SSA debt-management system controlling debt recovery, billing, external collection, remittances and debt-related due-process data through multiple subsystems.observed_current2026-10-035Current POMS and the current PIA catalog corroborate continued operation; DMP is no longer being pursued and CRS implementation is a separate modernization path.APP_DMS_REMITTANCEapplicationDebt Management System Remittance ProcessDMS RemittanceDebt & RemittancesDMS subsystem for recording, maintaining and tracking remittance data from beneficiaries and other remitters.observed_current2026-03-105Current FO remittance instructions identify DMS remittance input and receipt functions.APP_DMT_DM_TRACKINGapplicationAdministrative Debt Management Team DM Tracking SystemDM systemFinance / Administrative DebtInternal Debt Management Team system used to track return of incorrectly paid prisoner incentive payments and follow-up actions.observed_current_policy2026-04-144POMS calls this the “Debt Management (DM) system” but does not establish whether it is the same physical application as SSA Debt Management System (DMS).APP_DM_CONVERSIONapplicationDebt Management ConversionDM ConversionDebt & OverpaymentsDMS subsystem that prepares online Title II debt-management transactions for ROAR, RECOOP, Remittance Process and ECO.documented_current_dms_architecture2026-10-034Current cataloged DMS PIA architecture; no separate fresh operating source found.APP_DOORSapplicationDetailed Office/Organization Resource SystemDOORSSSA Internal Operations / RoutingSSA resource used to obtain office or organization address, telephone, and email information, including WSU contact information.observed_current_reference2026-10-045Current 2026 POMS batch references DOORS; substantive section revision is 2022, so current implementation detail beyond documented use is not inferred.APP_DPSapplicationDocument Processing SystemDPSNotices / CommunicationsSSA notice-generation system used for manual due-process/final notices, representative-appointment notices when automated delivery fails, wage-report receipts, and Special Notice Option workflows.observed_current2026-10-035Current POMS supports operational use; runtime platform and vendor are not inferred.APP_DQR_LEGACYapplicationDisability Quality Review Legacy SystemDQRDisability / Quality ReviewLegacy DQR system named by SSA as replaced by QRCPS; distinct from the continuing DQR business function.replaced_legacy_by_2023_092023-095Do not conflate this legacy system entity with the current Disability Quality Review process.APP_DRAMSapplicationDisability, Railroad, Alien and Military Service QueryDRAMSQueries / EligibilityQuery named in current POMS as a source of acceptable proof.observed_active2026-06-155APP_DRAPapplicationDigital Recording Acquisition ProjectDRAPHearings & Appeals / RecordingLegacy hearing-recording system/project that replaced analog recording with digital audio and was later identified by SSA as the legacy system being replaced by HeaRT.legacy_superseded_in_hearing_recording_workflow2026-10-035SSA confirms HeaRT migration from legacy DRAP. Public sources do not prove every historical DRAP component or stored recording has been physically decommissioned.APP_DVWreference_portalDocument Verification WebsiteDVWIdentity / Enumeration / Document AuthenticationSSA document-verification reference portal that provides access to identity-document visual standards and resources including Docutector and other verification material.observed_current_policy_reference2026-10-055Public POMS describes DVW as the access point for document-verification resources; internal hosting and authentication architecture are not public.APP_DXQMquery_platformDXQMDXQMPayments / Query InfrastructureSSA query platform/location on which the Treasury Check Verification Query is available to field offices.current_federal_data_catalog_reference2026-08-064Only the TCVQ catalog entry establishes DXQM here. Expansion, hosting, database technology, and other functions remain unresolved.APP_E4641applicationElectronic SSA-4641e4641Title XVI / Financial VerificationWeb-based electronic component used with eAFI to request financial-institution account information and historical balances.observed_current2026-09-105POMS calls this the e4641 website; no inference is made about hosting, implementation, or vendor.APP_E562applicationElectronic E562 Request for Assistancee562SSA Internal CommunicationsElectronic request-for-assistance mechanism available across SSA regions and foreign service posts for interoffice development requests.observed_current_reference2026-10-035POMS describes availability and use; public material does not expose implementation details.APP_EAFIapplicationElectronic Access to Financial InstitutionseAFITitle XVI / Financial VerificationElectronic AFI subsystem used to request and view financial-institution account balance data for SSI resource verification.observed_current2026-09-105POMS identifies eAFI as one of the two main AFI components; protocol and current vendor are not publicly identified in this source.APP_EAUTHapplicatione-AuthenticationeAuthIdentity / Digital AccessSystem/application/project listed in SSA's current PIA catalog; PIA signed 2011-05-31.listed_in_current_pia_catalog2011-05-314Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_EAUTH827applicationElectronic AuthorizationeAuthorizationDisability / Evidence AuthorizationCurrent SSA eAuthorization screen/process used in EDCS and eView to attest, submit, and create an electronically signed SSA-827 that the system adds to the electronic folder.observed_current2026-10-045Current POMS directly documents the SSA-827 eAuthorization screen in EDCS/eView and automatic addition of the signed form to the electronic folder.APP_EBBapplicationElectronic Bench BookeBBHearings / Adjudication SupportElectronic bench-book application linked from eView for qualifying hearing-office-level or higher cases.observed_current_reference2026-09-254The operative POMS text is older but the page batch ran in September 2026; detailed current feature set requires further validation.APP_ECATapplicationElectronic Claims Analysis TooleCATDisability / AdjudicationElectronic disability analysis/documentation tool based on sequential evaluation.partially_active_or_transitioning2026-07-135Current 2026 POMS still uses eCAT in some workflows while other 2025/2026 guidance explicitly removes eCAT references in favor of DCPS.APP_ECBSVapplicationElectronic Consent Based Social Security Number Verification SystemeCBSVIdentity VerificationSystem/application/project listed in SSA's current PIA catalog; PIA signed 2020-07-15.listed_in_current_pia_catalog2020-07-154Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_ECCplatformEnterprise Contact CenterECCCustomer Service / Contact CenterSSA cloud-based enterprise contact-center solution described in FY2027 modernization plans.observed_current_modernization2026-10-034FY2027 budget identifies it as the agency's cloud-based contact-center solution; exact provider/component topology is not inferred here.APP_ECMSapplicationEarnings Case Management SystemECMSEarnings / CorrectionsSystem containing the electronic REAP Form SSA-4130 used for some earnings adjustments.documented_operational2026-10-034Detailed POMS evidence is from 2019.APP_ECOapplicationExternal Collection OperationECODebt & External CollectionsDMS external-collection subsystem that selects delinquent debts for TOP/TRO, administrative offset, AWG, FSO and credit-bureau reporting.observed_current2026-10-055Current POMS states ECO selects and maintains debts sent to TOP and performs automated external-collection selection.APP_ECOMPSapplicationSSI eComputationseCompsTitle XVI / ComputationsSSA computation application used for manual Title II/Title XVI windfall offset calculations and other SSI benefit calculations.observed_current_reference2026-10-045Current POMS still instructs staff to use eComps. Physical implementation and persistence are not published.APP_EDCSapplicationElectronic Disability Collect SystemEDCSDisability IntakeElectronic disability intake/collection system receiving data from multiple SSA mainframe sources.observed_active2026-09-015APP_EEOprocessing_systemEarnings Enforcement OperationEEOTitle II / Earnings TestAutomated Title II earnings-test enforcement system that compares MEF earnings with MBR-reported earnings to identify potential overpayments, underpayments and cases requiring review.observed_current2026-10-035Current POMS describes the EEO as an automated system and current enforcement process.APP_EFIapplicationElectronic Folder InterfaceEFIDisability / IntegrationMessaging hub documented within eDIB for transmitting messages among systems involved in electronic disability case processing.observed_current_reference2026-10-045Current EDCS Actions procedures explicitly describe active AR transaction processing through EFI. Detailed internal topology remains based on older eDIB documentation and is not promoted beyond what current POMS supports. 2018 eDIB PIA also referred to the Electronic Folder Interface Test and described it as the electronic disability messaging hub.APP_EFORMSapplicationeFormseFormsDisability / Evidence FormsElectronic forms program linked from EDCS for disability-case forms not otherwise available directly in EDCS.observed_current_reference2026-09-015Current EDCS TOC retains eForms. Detailed behavior comes from older POMS instructions and is modeled only where explicitly documented.APP_EIARapplicationElectronic Interim Assistance ReimbursementeIARTitle XVI / SSIAutomates Interim Assistance Reimbursement between SSA and participating IAR states.documented_in_current_pia_catalog2026-10-034Component described in 2021 SSIRMS PIA still linked in current PIA catalog; current POMS separately corroborates eIAR workflow.APP_ELASapplicationInternet Database and Enhanced Leads and Appointment SystemseLASCustomer / AppointmentsLeads/appointment system named in current field-office adjudication instructions.observed_active2026-08-315APP_EMACapplicationElectronic Management of Assignments and CorrespondenceEMACEnterprise Workflow / CorrespondenceInternal web-based system for authorized employees to access, create, assign, track, and process internal and external correspondence through completed response.reengineering_reported2025-07-145Current Open Data says EMAC is in the process of being re-engineered; no public completion date or replacement architecture is stated.APP_ENMapplicationElectronic Non-MedicalENMHearings & AppealsOHO/OAO electronic non-medical system referenced in current operational instructions.observed_current2026-10-045EM-25061 directs technicians to ENM queries for non-medical hearing information after CPMS retirement.APP_EPapplicationEvidence PortalEPEvidence & DocumentsApplication used to search/store evidence in SSA electronic repositories and disability folders.observed_active2026-09-305APP_EPECSapplicationElectronic Personal Enrollment Credential SystemEPECSIdentity / Physical SecurityPrimary enrollment entry point documented under SMACS for SSA employees, contractors, and other personnel; creates credential records and supports identity proofing/background-investigation workflows.documented_component_of_currently_listed_parent; current_implementation_unconfirmed2026-10-033SMACS remains in SSA current PIA catalog, but the detailed EPECS implementation evidence comes from the 2013 SMACS PIA.APP_EQAapplicationElectronic Quality AssuranceeQAQuality / OversightWeb-enabled SSA intranet application documented in 2018 for quality performance studies and reviews across enumeration, Title II, Title XVI, Medicare Part D subsidy, and hearing-level samples; supports study definition, sample selection, findings, reporting, BPM, support materials, and EFI communication.documented_2018_current_status_unconfirmed2018-12-185QAS PIA remains published/current-listed at parent level, but eQA production status after 2018 is not independently established.APP_EQSapplicationEarnings Query SystemEQSEarnings / QueriesWeb application identified by SSA in 2026 instructions for displaying earnings alerts; its alert logic was stricter than the legacy PCOM EARQ logic when first deployed.observed_current_with_interim_legacy_fallback2026-07-145SSA instructed technicians to continue using the legacy PCOM application until EQS logic was aligned. Do not infer later remediation completion.APP_EREapplicationElectronic Records ExpressEREDisability / EvidenceSecure electronic service for submitting medical, vocational and other disability evidence and associating it with a claimant's electronic folder.observed_current2026-10-035Current SSA ERE service remains available.APP_ERE_EXPERTSweb_applicationElectronic Records Express for ExpertsERE for ExpertsHearings / Evidence / External AccessSSA web service enabling authorized medical and vocational experts to access assigned electronic case material, receive status reports, and upload specified documents.observed_current_public_service2026-10-065Current SSA page remains live and provides release history from 2016 onward.APP_ERMSapplicationEarnings Record Maintenance SystemERMSEarningsSystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-27.listed_in_current_pia_catalog2007-09-274Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_ERPAapplicationElectronic Representative Payee AccountingeRPARepresentative Payee / AccountingElectronic accounting component used to control and process representative-payee accounting workloads.observed_current2026-09-295Current Data.gov asset US-GOV-SSA-149; POMS identifies eRPA within eRPS.APP_ERPCapplicationRequest for Program Consultation Web-Based TooleRPCDisability / Quality ReviewSSA web-based tool that manages Request for Program Consultation submissions, workload, notifications, scheduling, data searches and dashboards.observed_current2026-08-185Public POMS also calls it the RPC tool.APP_ERPSapplicationElectronic Representative Payee SystemeRPSRepresentative PayeePrimary representative-payee application and data system for applications, selection, suitability, payee-related information, misuse processing, and synchronization/control workflows with benefit payment records.observed_current2026-09-165Current POMS and September 2026 Open Data inventory corroborate active use. Some MBR/SSR payment-record updates remain manual or workflow-dependent; rare no-SSN payee cases bypass eRPS.APP_ESCORRapplicationEnumeration System CorrespondenceESCORRenumeration and identitySSA application used in the Form 4029 return workflow to key required information affecting the Numident.observed_current_policy_reference2026-10-065Current POMS RM 04906.001; backend/technology not inferred.APP_ESD_MIapplicationElectronic Service Delivery Management InformationESD MIDigital Service / AnalyticsAutomated application that produces electronic-service-delivery management information.current_open_data_inventory2026-09-295The public catalog does not publish implementation technology or interfaces.APP_ESPFdigital_serviceelectronic SSA Protective Filing TooleSPFCustomer Service / Protective FilingHistorical public-facing web tool that let individuals request an appointment to file for benefits and establish a protective filing date for themselves or another person.decommissioned2024-11-215Released 2022-03-19 and decommissioned 2024-11-21. Pending requests continued to be worked in eLAS after retirement.APP_ESSapplicationEnterprise Scheduling SystemESSCustomer Service / SchedulingSSA scheduling system used for enumeration and post-entitlement appointments, including employee scheduling and customer self-scheduling capabilities.observed_current2026-07-225Current POMS preserves eLAS for initial claims while ESS handles PE and enumeration scheduling.APP_ETOapplicationEfforts to OutcomesETOTicket to Work / Case ManagementCommercial off-the-shelf web case-management application described as supporting Ticket to Work client recruitment, demographics, assessments, and outcomes.historically_documented_20172017-02-1342017 IDMS PIA evidence only; current use is unverified.APP_ETSapplicationEnterprise Ticketing SystemETSIT Service ManagementAI-enabled ServiceNow capability that consolidates searches across applications and portals to help employees locate the correct request form.deployed2025-09-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_EVIDapplicationEvidence ScreensEVIDEvidenceEvidence screens in SSA's Shared Process Menu used as acceptable proof and operational evidence.observed_active2026-08-315APP_EVIEWapplicationeVieweViewDisability EvidenceWeb application for viewing and acting on disability information in the electronic folder.observed_active2026-095APP_EVITALapplicationeVital / Electronic Death RegistrationeVitalDeath / Vital RecordsSystem/application/project listed in SSA's current PIA catalog; PIA signed 2005-09-08.listed_in_current_pia_catalog2005-09-084Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_EVSapplicationEnumeration Verification SystemEVSIdentity VerificationBatch SSN verification application serving government agencies, private companies and internal SSA users.current_open_data_inventory2026-09-225Current metadata says future replacement by DEVO.APP_EV_STARapplicationEV-STAREV-STARIdentity / Employment VerificationApplication SSA field offices and card centers use to record resolution of E-Verify cases.observed_current_policy2026-10-055Current Self Check/E-Verify POMS differentiates EV-STAR case handling from Self Check.APP_EWORKapplicationeWorkeWorkWork CDR / EarningsApplication used to develop and effectuate work continuing-disability reviews.observed_active2026-05-085APP_EWRapplicationElectronic Wage Reporting SystemEWREarnings / EmployerSystem/application/project listed in SSA's current PIA catalog; PIA signed 2012-01-20.listed_in_current_pia_catalog2012-01-204Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_FACTSapplicationFee Action Tracking SystemFAcTSRepresentation / HearingsOHO tracking and notice-generation system used for representative fee administrative review.observed_current2026-10-035APP_FALCONapplicationFalcon Data Entry SystemFalconData EntrySystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-27.listed_in_current_pia_catalog2007-09-274Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_FASapplicationSSA Functional Assessment Study SystemDisability / ResearchSystem/application/project listed in SSA's current PIA catalog; PIA signed 2025-02-11.listed_in_current_pia_catalog2026-10-055Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_FAS_QDSapplication_moduleQuestionnaire Delivery SystemQDSDisability / Research / Functional AssessmentModule of the Calibration Study Management System that delivers study questionnaires through Westat interviewers or directly to participants through a web application.documented_current_pia_architecture2026-10-055Documented as one of two discrete SMS modules in the current FAS PIA.APP_FAS_SMSapplicationCalibration Study Management SystemSMSDisability / Research / Functional AssessmentWeb-based Functional Assessment Study system built and hosted by Westat to prescreen, enroll and track participants, protect data, and administer study questionnaires.documented_current_pia_architecture2026-10-055The current FAS PIA documents the architecture but uses study/project language; this does not prove continuous production use throughout 2026.APP_FECSapplicationFront End Capture SystemFECSDisability / Evidence IntakeCapture servers deployed in DDS/OHO that are counted in current ERE management-information reporting.observed_current2026-05-225Current ERE MI asset explicitly reports volumes at each FECS.APP_FEEBAYNETapplicationFeeBayNet Non-Programmatic Fee InvoicingFeeBayNetFinance / PaymentsNamed SSA fee-invoicing application; not used to process the standard administrative fee payments handled by SERS.documented_current_policy2026-10-075APP_FFAPapplicationFugitive Felon Automated ProcessFFAPTitle XVI / Program IntegrityFugitive Felon Automated Process used to automate SSI fugitive-felon suspension actions and notices for most cases; weekly cases can post N25 status to SSR and make notices available in ORS, with exception cases routed for field-office action.observed_current_reference2026-10-055POMS explicitly calls FFAP the Title XVI warrant system.APP_FFSCFapplicationFugitive Felon SSA Control FileFFSCFProgram Integrity / Fugitive FelonWarrant-control database and processing application used to record, match, monitor, route, and disposition fugitive-felon and probation/parole warrant information.observed_current_reference2026-10-055Current POMS continues to document FFSCF functions; no hosting or platform inference is made.APP_FISapplicationFederated Identity SystemFISIdentity / AuthenticationSSA identity system identified in FY2026 modernization plans as the target of identity-assurance modernization across service channels.observed_modernization_target2026-10-034FY2026 budget confirms the system and modernization target but does not establish detailed current production topology.APP_FIVRapplicationFinancial Interactive Voice Response SystemFIVRFinance / Administrative Payments / Vendor ServicesAutomated self-service telephone system providing vendors direct electronic access to administrative payment information and current payment-processing activity.observed_current2026-10-055SSA says FIVR is available 24 hours a day. Public sources do not identify its backend database or application stack.APP_FOIAONLINEapplicationFOIAonlineFOIAonlineFOIA / Privacy / Public RecordsBrowser-based FOIA processing application that SSA's current FOIA About page says the agency transitioned to in 2017 and uses to capture and process FOIA requests.current_documentation_conflict2026-10-054Current SSA Request/Reports pages identify FOIAXpress/PAL and 2023-2025 raw data as FOIAXpress, while the current About page still says FOIAonline processes all requests. Atlas preserves the conflict and does not infer whether FOIAonline remains an internal layer or the About page is stale.APP_FOIAXPRESS_PALpublic_portalFOIAXpress Public Access LinkPALFOIA / Privacy / Public RecordsSSA public online portal for submitting and tracking Freedom of Information Act requests, including requests for deceased individuals' SS-5 and Numident records.observed_current2026-10-055Current SSA FOIA pages direct requesters to securefoia.ssa.gov. Current PAL supports Login.gov and ID.me sign-in and also displays a legacy ROME option; no underlying vendor or processing database is inferred.APP_FONSapplicationField Office Notice SoftwareFONSNotices / Customer CommunicationsSSA software used to prepare manual notices, including Title VIII SVB notices.observed_current_reference2026-10-034Retained in current POMS references; exact platform lifecycle not independently verified.APP_FRATSapplicationFugitive Felon Reporting and Tracking SystemFRATSProgram Integrity / Fugitive FelonReporting and tracking system that houses fugitive data submitted by reporters and warrant agencies, controls agreement expiration dates, and maintains address/contact data for reporter and warrant-agency identifiers.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-662. Address/contact data described by the catalog are for RIDs/WAIDs, not evidence of beneficiary residence.APP_FTDapplicationForeign Travel Data ApplicationFTDTitle XVI / Program Integrity / External Travel DataSSA application that provides direct query access to DHS Arrival and Departure Information System travel data for specified SSI workloads.observed_current2026-10-055Current POMS states FTD is available from the SSI Claims Actions page in CCE. As of the current POMS, FTD is not yet available for RSDI claims.APP_GARNISH_NOTICEnotice_processing_systemGarnishment Notice SystemNotices / GarnishmentAutomated notice system that uses Garnishment DB2 and MBR data and passes notice information to Customer Communications Management.observed_current_reference2026-10-035Source documents architecture beginning in 2020; current garnishment POMS continues to reference automated notices.APP_GENAI_ANALYTICSapplicationGenerative AI for Analytic InsightsCustomer Service / AnalyticsGenerative-AI use case analyzing National 800 Number and field-office call transcripts plus IVR logs for caller intent, resolution, and topic insights.deployed2023-09-305Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_GENERAL_USE_CHATBOTapplicationGeneral Use ChatbotEnterprise AI / ProductivityPilot Microsoft M365 Copilot Chat capability for routine content, analysis, suggestions, and image generation.pilot2025-08-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_GSOapplicationGovernment to Government Services OnlineGSOExternal Data Exchange / Government ReportingSSA online portal allowing approved government organizations to report and share data with SSA.observed_current2026-10-035Current services include vital records, prison/fugitive, federal, sheltered-workshop and foreign-death reporting.APP_HACPSapplicationHearings and Appeals Case Processing SystemHACPSHearings & AppealsNational hearings case-processing application used for hearing case management, receipt, workup, scheduling, fiscal actions and case closure.observed_current2026-10-035GAO and current HALLEX confirm active use; legacy CPMS still coexists for some workloads.APP_HACPS_INVOICEapplicationHACPS Invoice PortalHearings / Expert InvoicingPortal for medical experts, vocational experts and verbatim hearing reporters to view call orders and submit invoices electronically.observed_current2026-10-035APP_HDOP_POWERAPPapplicationHigh Dollar Overpayment ApplicationHDOP Power AppPayments & DebtHDOP Power App used to provide RQ/GAP reviewers the signed SSA-635 form during proposed high-dollar waiver approval review; platform, database and retention unspecified.documented_current_policy2026-10-075APP_HEARTapplicationHearing Recording and TranscriptionsHeaRTHearings / RecordingSoftware-only hearing recording and transcription system announced for nationwide rollout in 2025.nationwide_rollout_announced2025-03-175SSA announced expected nationwide completion by March 17, 2025; no later first-party status page was located in this pass.APP_HRSapplicationHuman Resources SystemHRSAdministrative / HRSystem/application/project listed in SSA's current PIA catalog; PIA signed 2017-09-15.listed_in_current_pia_catalog2017-09-154Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_HR_CHATBOTapplicationHuman Resource ChatbotHR ChatbotHuman Resources / PolicyGenerative-AI chatbot grounded in SSA personnel policy and related HR documents for HR staff policy research and response support.deployed2025-04-305Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_I3368applicationInternet Adult Disability Reporti3368Disability / Internet IntakeOnline adult disability report used with initial adult disability claims.observed_current2026-10-035Current IDR table of contents includes i3368; no hosting stack inferred.APP_I3368PROapplicationInternet Adult Disability and Work History Report - Professionali3368PRODisability / Internet IntakeProfessional-user version of the Internet Adult Disability and Work History Report for disability representatives and community organizations assisting adult disability claimants.observed_current_reference2026-10-045SSA Developers Support currently lists i-3368PRO as available. Current POMS documents its February 2005 production launch.APP_I3441applicationInternet Disability Report - Appeali3441Disability / Appeals IntakeOnline disability appeal report used with iAppeals.observed_current2026-10-035Current IDR and iAppeals POMS continue to reference i3441.APP_I3820applicationInternet Child Disability Reporti3820Disability / Internet IntakeStandalone online child disability report for Title XVI child disability claims.observed_current2026-10-035Current IDR table of contents includes i3820.APP_I454applicationInternet Continuing Disability Review Reporti454Disability / Continuing Disability ReviewOnline medical CDR application for eligible adult Title II, Title XVI, and concurrent beneficiaries/recipients without a representative payee; accessed behind my Social Security.observed_current_reference2026-10-045Current live POMS names the application i454. The public Forms catalog separately routes SSA-454-BK online submission through Upload Documents; the Atlas does not merge those two channels.APP_IACCOMMODATEapplicationiAccommodateiAccommodateAccessibility / Customer ServiceApplication used to record and refer non-standard accommodation requests to Reasonable Accommodation staff in Human Resources.observed_current2026-10-055Current POMS says it is found on IMAIN under Person Information (Identity, Contact, Accommodation). POMS revised 2026-10-01 also says the application must not be used to record accommodations for individuals without SSNs or individuals with a date of death on Numident; this limitation is specific to the iAccommodate recording workflow.APP_IAPPEALSapplicationiAppealsiAppealsAppealsSSA online appeals service for electronically filing disability reconsideration and hearing requests, with i561/i501/i3441 components and i520 for Appeals Council review; current POMS documents downstream WMI, MCS/MSSICS, EDCS, and ORS processing.observed_current2026-10-045Current SSA appeals guidance identifies iAppeals i520 as the preferred Appeals Council request-for-review method.APP_IAPPTapplicationiAppointmentiApptCustomer Service / AppointmentsOnline appointment-scheduling tool reached from iClaim after specified verification failures; schedules telephone or in-office field-office appointments through eLAS.observed_current2026-10-045Current POMS states iClaim is the only entry point. iAppt data creates an unverified eLAS appointment/protective filing and does not itself update CLIENT or correct the Numident before verification.APP_ICERapplicationInformational/Certified Earnings RecordICEREarningsEarnings-record query/source named in current field-office adjudication instructions.observed_active2026-08-315APP_ICERSapplicationInformational/Certified Earnings Record SystemICERSEarnings / Railroad / DisabilitySSA system referenced by current railroad-disability policy for reviewing railroad earnings and determining whether RRB medical evidence is available.observed_current_policy2026-10-075Public policy does not disclose physical database technology or persistence beyond the documented system/work-control references.APP_ICF_T16applicationTitle XVI Interactive Computation FacilityICFTitle XVI / ComputationsInteractive computation facility for Title XVI eligibility and payment calculations, referenced through current POMS and SSA main-menu procedures.observed_current_reference2026-10-044Current POMS batch still references the Title XVI facility, but much detailed screen documentation is old; distinguish from Title II ICF.APP_ICF_T2applicationTitle II Interactive Computations FacilityICFTitle II / WC-PDB OffsetInteractive computation facility for workers' compensation/public disability benefit offset computations and notices.observed_active2025-03-255Distinguish from any other ICF acronym uses.APP_ICLAIMapplicationiClaimiClaimTitle II / Internet ClaimsSSA Internet benefit-application service that precedes the Internet Adult Disability Report path.observed_current2026-10-065Current disability POMS requires an iClaim before an i3368; only the disability-path role is asserted here.APP_ICORapplicationItem CorrectionICOREarnings / CorrectionsEarnings correction application/process used to correct an individual number holder Master Earnings File record.observed_current2026-10-045Current POMS describes Item Correction (ICOR) as an Earnings Modernization system used to correct MEF records; EMOD ICOR terminology appears in current earnings-correction instructions.APP_ICPnotice_processing_systemInteractive Communication ProcessingICPNotices / Manual ProcessingSSA tool used by processing-center staff to manually prepare notices when an automated notice cannot be generated.observed_current2026-10-055Current 2026 POMS explicitly directs manual Garnishment notices to ICP and states there is no ICP interface for Garnishment system notices.APP_IDMS_DISapplicationIntegrated Disability Management SystemIDMSDisabilitySystem/application/project listed in SSA's current PIA catalog; PIA signed 2017-02-13.listed_in_current_pia_catalog2026-10-054Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_IMAGENapplicationIntelligent Medical-Language Analysis GenerationIMAGENDisability / Decision SupportMachine-learning/predictive-analytics decision-support tool helping examiners review medical evidence against SSA disability policy.observed_active2025-06-265GAO reports it helped resolve about 265,000 disability cases in FY2024.APP_IMAINapplicationI-MainI-MainClaims / Immigration VerificationSSA access route identified in POMS for claims personnel to access SAVE.observed_current_access_path2026-10-035Public POMS does not expose protocol, implementation stack, or ownership boundary.APP_IMRCapplicationInternet Medicare Replacement CardMedicare / Digital ServiceOnline application through which Medicare beneficiaries can request a replacement Medicare card.observed_current2026-10-045SSA Open Data updated 2026-04-10 describes current Internet/Online Medicare Replacement Card processing and data collection.APP_INFORMapplicationinForminFormEnterprise Forms / Internal ServiceSSA internal electronic forms application/library used by technicians to open and complete forms such as SSA-632-BK and SSA-8102.observed_current2026-10-045Current POMS uses both “Inform” and “inForm” wording. No backend, vendor, or hosting architecture is inferred.APP_INSIGHTapplicationInsightHearings & Appeals / Decision SupportMachine-learning decision-support web application for hearings and appeals adjudicators that analyzes disability decisions and case data and raises quality flags.deployed2017-10-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_IQFquery_systemInternet Query FacilityIQFDisability / Internet IntakeSet of field-office mainframe queries used to inspect and control Internet Disability Reports in the Internet Report Database.observed_current_reference2026-10-035Procedure is older but remains in the current 2026 IDR subchapter table of contents.APP_IRCSapplicationIncarceration Reporting and Control SystemIRCSProgram Integrity / PrisonerAutomated screens, queries, and database maintaining correctional/mental institution, reporter, agreement, report, alert, and incentive-payment information.observed_current2026-04-145APP_IRESapplicationIntegrated Registration ServicesIRESIdentity / Employer ServicesSSA Internet registration/access-control application historically supporting BSO and external service roles; current EWRWS Terms of Service still requires an IRES account holder credential for existing EWRWS users.observed_residual_current_for_ewrws2026-10-055SSA's FY2025 Congressional Justification said SSA intended to retire IRES and migrate services to a modern identity framework. Current 2026-linked EWRWS terms still reference IRES, indicating at least a residual dependency for EWRWS. Do not generalize this to all BSO services, which now use Login.gov/ID.me.APP_IRMAAapplicationIRMAA Processing SystemIRMAAMedicare / IRMAASSA processing environment referenced in current policy as the IRMAA system and IRMAA screens for income-related monthly adjustment amount determinations.observed_current_policy2026-10-075Public policy establishes the processing system/screens but not database technology, hosting, or system boundary below the user-interface level.APP_IRONapplicationImage Retrieval OnlineIRONIdentity & EnumerationSystem used to retrieve paper SS-5 applications and SS-5 microprints for Numident correction review.observed_current2026-10-035Current POMS identifies IRON as a source for prior SS-5 records.APP_IRPAapplicationInternet Representative Payee AccountingiRPARepresentative Payee / Digital ServiceInternet facility allowing eligible representative payees with a current accounting request to submit the accounting report online.observed_current2025-04-185Current POMS continues to identify iRPA as an online accounting channel.APP_IRPPapplicationRepresentative Payee PortaliRPPRepresentative Payee / Digital ServiceCentral my Social Security gateway for individual representative payees to manage beneficiary business including annual accounting and wage reporting.observed_current2026-10-035APP_ISNOapplicationIntranet Special Notice Option ApplicationiSNONotices / AccessibilityApplication used to record and query requested Special Notice Options and related contact information.observed_current2026-10-045Current POMS documents mini-path access from MCS, MSSICS and RPS plus access from ARPS and CHIP.APP_ISSNRCapplicationInternet Social Security Number Replacement CardiSSNRCIdentity & EnumerationCurrent logical/public online replacement-card service family. SSA Open Data continues to report iSSNRC front-end activity while prior SSA evidence shows authenticated replacement-card functionality integrated into oSSNAP effective January 31, 2026.observed_current_logical_service_integrated_into_oSSNAP2026-10-045Public-facing iSSNRC screens were removed and functionality integrated into oSSNAP. Run 35 preserves both facts: current SSA Open Data continues the iSSNRC logical/reporting label, while previously validated evidence shows functionality integrated into oSSNAP. This does not prove a separate current backend.APP_ITOPSSapplicationInternet Ticket Operation Provider Support SystemiTOPSSTicket to Work / Work IncentivesSSA management information system used to facilitate and record Ticket to Work business functions, including assignments, provider payments and timely-progress reviews.observed_current2026-10-035APP_IT_INVESTMENT_MGMT_TOOLapplicationInvestment Management ToolEnterprise IT Governance / Portfolio ManagementSSA tool used to track IT investments, risks, contingency and mitigation plans, resolutions, and investment-management data.observed_current_reference2026-09-295OIG names the tool but does not disclose product/vendor, hosting, database, or implementation architecture.APP_IWMIapplicationInternet Workload Management InformationiWMIDisability / Workload ManagementWorkload-list system that notifies field offices of submitted Internet Disability Reports requiring action.observed_current_reference2026-10-035Current IDR subchapter retains iWMI and 2026 batch instructions continue to reference it.APP_LAWSapplicationLegal Automated Workflow SystemLAWSLegal / Workload ManagementeDIB subsystem described as managing workloads in the Office of the General Counsel.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-014No claim of current production status beyond the 2018 PIA.APP_LOSS_REPORTING_TOOLapplicationSSA Loss Reporting ToolLRTPrivacy / IRS DataSSA internal tool for managers to report suspected or confirmed federal tax information loss or improper disclosure under incident response procedure.documented_current_policy2026-10-075Only a named internal reporting tool is documented; software product, transport, storage and retention unknown.APP_LSASapplicationLENEL Security Access SystemLSASPhysical SecurityAccess-control implementation documented under PACS for many SSA sites; validates credential/PIN authorization and records or alarms unauthorized access.historically_documented_smacs_component; current_implementation_unconfirmed2013-09-303No inference is made about the current Lenel product version, hosting, or footprint.APP_M2MapplicationManager-to-Manager Web ApplicationM2MSSA Internal CommunicationsTwo-way web application used by managers to initiate and manage priority interoffice inquiries on critical beneficiary cases.observed_active2026-10-035OIG audited M2M controls and usage; no hosting or data-store details are inferred.APP_MACADEapplicationManual Adjustment Credit and Award Data EntryMACADETitle II / Claims & Post-entitlementManual data-entry system used for Title II denials and other actions when normal systems processing is unavailable.observed_active2026-04-205APP_MADCAPprocessing_systemManual Adjustment, Credit and Award ProcessMADCAPTitle II / Claims & Post-entitlementTitle II manual adjustment/credit/award processing and notice function.observed_active2026-07-285APP_MADCAP_NOTICE_PRINTnotice_processing_systemMADCAP Beneficiary Notice Print ProgramMADCAPTitle II / NoticesBeneficiary notice print program documented in the current POMS subchapter for Manual Adjustment, Credit and Award Process notices.observed_current2026-10-055Logical notice-print capability is validated. No separate runtime, hosting, database, or deployment boundary is inferred beyond the POMS-described program.APP_MAINFRAME_CODE_ASSISTapplicationMainframe Code Modernization AssistantMainframe / ModernizationPre-deployment generative-AI coding assistant for mainframe modernization; SSA lists IBM watsonx Code Assistant and Broadcom Code for Z.pre_deployment2026-04-135Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_MAMPSC_SSA4510applicationMAMPSC Data Input Web ApplicationSSA-4510Title II / Payments / Stop PaymentMid-America Program Service Center Data Input Web application used by processing centers to input Title II F-stop actions; current POMS also calls its stop-payment screen the SSA-4510 Stop Payment Request Input Form.observed_current2026-10-075Application/runtime technology, hosting, persistence, and transport to Treasury are not disclosed in public POMS.APP_MAPSapplicationMedicare Application Processing SystemMAPSMedicare / Extra HelpSSA application for Medicare Part D Extra Help applications, verification, determinations, changes, and workload processing.observed_current2026-10-075APP_MBR_SELECTIONS_GROUPsubsystemMBR Selections GroupMBR SelectionsTitle II / MBR ProcessingSubsystem group documented as updating specific data based on cost-of-living calculations, adjustments, and special-format run requests.documented_2017_current_status_unconfirmed2017-07-205PIA says Master Beneficiary Rate, but context is MBR; canonical name normalized to common MBR acronym without changing source wording in evidence.APP_MBR_UPDATE_GROUPsubsystemMBR Update GroupMBR UpdateTitle II / MBR Processing2017 subsystem documented as containing Title II beneficiary payment history since 1984, validating claims/post-entitlement actions, maintaining data, and transmitting records to Treasury.documented_2017_current_status_unconfirmed2017-07-205Historical subsystem-group architecture; do not infer a single current physical database distinct from MBR.APP_MCAS_COSTapplicationManagerial Cost Analysis SystemMCASEnterprise Data / Cost AccountingCurrent SUMS/MCAS cost-accounting application/data asset used for essential SSA cost accounting.current_open_data_inventory2026-08-065Data.gov title says Managerial Cost Analysis System while the umbrella PIA/SORN says Managerial Cost Accountability System; naming variance is preserved.APP_MCSapplicationModernized Claims SystemMCSTitle II ClaimsTitle II claims-processing application.observed_active2026-08-315APP_MDW_AIapplicationModernized Development WorksheetMDWProcessing Center / AIMachine-learning/NLP capability that labels and categorizes case-development requests to reduce manual categorization workload.deployed2023-12-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_MEGAHITapplicationMedical Evidence Gathering and Analysis through Health Information TechnologyMEGAHITDisability / Health ITAutomates requesting and receiving electronic medical evidence from Health IT partners and prepares evidence for disability examiners.observed_current2026-09-295Current Open Data asset plus current POMS corroborate ongoing HIT evidence-request processing.APP_MENSapplicationMass Emergency Notification SystemMENSAdministrative / EmergencySystem/application/project listed in SSA's current PIA catalog; PIA signed 2021-09-22.listed_in_current_pia_catalog2021-09-224Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_MFQMapplicationMaster File Query MenuMFQMEnterprise QueriesSSA menu layer used to access master-file and specialized query functions, including DEQY and other inquiry paths.observed_current_reference2026-10-035Modeled as a query-navigation application/menu, not as a source database.APP_MICESapplicationManagement Information Control for Earnings SystemMICESEarnings / Workload ControlSystem used to control earnings correspondence and provide earnings inquiry/quality-review management information.observed_current2026-07-075Current Open Data inventory corroborates POMS naming and function.APP_MIDASapplicationModernized Integrated Disability Adjudicative SystemMIDASDisability / AdjudicationDisability case-processing system described for State DDSs and federal disability-processing components.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-014No inference that this remains the current DDS platform everywhere.APP_MNUP_WEBSITEapplicationMedicare Non-Utilization Project WebsiteMNUP WebsiteTitle II / Program Integrity / Work ControlSSA intranet work-control site used to document MNUP appointment/interview activity and case status.observed_current_policy_reference_with_older_architecture_detail2026-10-074Current 2026 POMS requires use; older still-active policy supplies historical-summary persistence detail. Hosting/database technology is not identified.APP_MONETapplicationMiscellaneous Online Edited Transaction SystemMONETTitle II / Post-entitlementOnline transaction system used in current POMS to post Special Message Data to the MBR.observed_active2026-01-065APP_MOURSapplicationModernized Overpayment Underpayment Report SystemMOURSTitle XVI / DebtTracks SSI underpayment/overpayment data and prepares aging reports for SSI program debt.documented_in_current_pia_catalog2026-10-034Current production status needs direct operational corroboration beyond the cataloged 2021 PIA.APP_MSSICSapplicationModernized Supplemental Security Income Claims SystemMSSICSTitle XVI ClaimsLegacy/modernized SSI claims-processing application still referenced in current workflows.observed_active2026-08-315CCE also appears in current Title XVI workflows; transition mapping is a research priority.APP_MYCOAdigital_servicemy Social Security Change of AddressmyCOADigital Service / Title IIOnline my Social Security service for permitted address and telephone changes, with Title II processing through T2R and limited Title XVI telephone-update scope.observed_current2026-10-045Current policy allows Title II address/phone changes and specified Title XVI/concurrent phone changes; it does not enable Title XVI address changes through myCOA.APP_MYDDdigital_servicemy Social Security Direct DepositTitle II / Digital ServiceOnline my Social Security service used by Social Security beneficiaries to establish or change direct-deposit information.observed_current2026-10-055Current SSA Open Data; not available for SSI or people without a U.S. mailing address.APP_MYRPAdigital_serviceMy Representative Payee AccountingmyRPARepresentative PayeeOnline representative-payee accounting service SSA identifies as an electronic filing option for individual payees.observed_current2026-10-045Current 2026 POMS uses myRPA; 2020 SSA report provides the expansion. No equivalence with iRPA or the Representative Payee Portal is inferred.APP_MYSSAapplicationMy Social SecuritymySSADigital ServiceSystem/application/project listed in SSA's current PIA catalog; PIA signed 2005-09-08.observed_current2026-07-215Current SSA release documents new hearing/appeal status, forms, proffer-letter and notice functionality in my Social Security.APP_MYWRapplicationmyWageReportmyWREarnings / Digital ServiceOnline wage-reporting tool used by eligible SSI recipients and other supported users.observed_current2026-10-035APP_NAPAapplicationNative American Precedent Application WebsiteNAPATitle XVI / Native American Income and ResourcesFormer SSA repository/application for Tribal benefit precedents that was replaced by NAPR.decommissioned_20232023-015POMS states NAPA was decommissioned as of January 2023 and its precedents were transferred to NAPR.APP_NAPRapplicationNative American Precedent and Resource Center WebsiteNAPRTitle XVI / Native American Income and ResourcesSSA website used to store, search, create, approve, and publish Tribal income/resource precedents, references, and decision trees.observed_current_policy_reference2026-10-065Current POMS links the internal NAPR site through an SSA SharePoint domain.APP_NARapplicationNuance Application ReportingNARCustomer Service / Contact Center AnalyticsTemporary Care 2020 management-information tool for customer interactions with the Nuance IVR system.temporary_tool_current_inventory2026-09-175Catalog calls NAR temporary; current inventory presence does not establish a retirement date.APP_NCPSapplicationNational Case Processing SystemNCPSDisability / AppealsCurrent case-processing system used in DQR workflows; SSA also plans broader consolidation and appeals-level workload capabilities around NCPS.observed_current_and_modernizing2026-03-275Current operation is proven by POMS; FY2027 broader consolidation remains planned.APP_NDDSSapplicationNational Disability Determination Services SystemNDDSSDDS Disability ProcessingNational DDS system referenced in current eCDR case closure/routing instructions.observed_active2026-10-075APP_NEDapplicationNon-Entitled DebtorNEDDebt & OverpaymentsDMS capability for debts owed by persons or entities without their own MBR/SSR entitlement record, including qualifying representative-payee debts.documented_operational2026-10-034Operational policy remains published; detailed scope text is older and should be revalidated if expanded releases occurred.APP_NHRPapplicationNon-Home Real PropertyNHRPTitle XVI / ResourcesElectronic non-home real property search process integrated in the SSI Claims system and using LexisNexis|Accurint to generate potential property-ownership/value leads for development.observed_current_integrated_process2026-09-105Current POMS says NHRP is integrated in the SSI Claims system (MSSICS/SSI claim) and uses LexisNexis|Accurint. Accurint output is a third-party lead that may be inaccurate or incomplete and generally requires independent verification before adverse action.APP_NOVUapplicationNumident Online Verification UtilityNOVUIdentity VerificationMainframe application that accesses Numident for real-time SSN verification and returns verification codes.observed_current2026-09-225Underlying description is 2016, but current VAMS metadata says NOVU requests are currently checked in VAMS.APP_NVF_FEEDSapplicationNational Vendor File Data FeedsNVF Data FeedsDisability / IntegrationIntegration application documented as moving legacy DDS vendor data through EFI into NVF.documented_in_current_pia_catalog2026-10-0342018 PIA architecture; legacy-feed relevance may have changed after national DCPS rollout.APP_NVF_MGMTapplicationNational Vendor File Management ApplicationNVF ManagementDisability / Vendor DataIntranet application documented as consolidating disability vendor repositories and supporting provider search.documented_in_current_pia_catalog2026-10-0342018 eDIB PIA architecture; current NVF repository itself is independently corroborated.APP_OAOCPSapplicationOffice of Appellate Operations Case Processing SystemOAOCPSAppeals CouncilCurrent Appeals Council/OAO case-processing application used alongside remaining ARPS workloads.observed_current2026-10-035Current HALLEX names OAOCPS repeatedly and documents automatic propagation from RASR.APP_OIG_ICMSapplicationInvestigative Case Management SystemICMSOIG / InvestigationsSSA OIG case-management application supporting investigative workloads; enhanced for NIBRS data and being transitioned toward cloud-hosted architecture.observed_current_cloud_transition_underway2026-06-105OIG testimony uses 'Investigative Case Management System'; exact continuity with the inventoried 'National Investigative Case Management System' is modeled with a caveat. Run 21 OIG FY2027 testimony reports continuing architectural improvements to transition ICMS and line-of-business support applications to a cloud-hosted environment.APP_OPEN_GOVapplicationOpen Government Citizen Engagement ToolDigital EngagementSystem/application/project listed in SSA's current PIA catalog; PIA signed 2010-04-05.listed_in_current_pia_catalog2010-04-054Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_OPICSapplicationOPICS Record SystemOPICSPublic Inquiries / CorrespondenceRecord system used as the entry point for measuring public-inquiry processing time through completion.observed_current_reference2025-07-144SSA Open Data names the OPICS record system but does not expand the acronym or publish architecture details.APP_OPTSapplicationOnline Processing and Tracking SystemOPTSEnterprise Workflow / TrackingSSA Online Processing and Tracking System supported through an active BPA for software and support services.observed_current_procurement2026-10-035Current USAspending BPA identifies OPTS and Salesforce license renewal/services.APP_OPWIZapplicationOverpayment WizardOPWIZTitle II / Debt ManagementDecision-support application referenced by current POMS for preparing explanations of Title II overpayments; available on the PCOM OQA toolbar.observed_current2026-10-035Current POMS establishes operational use but not the underlying hosting or database architecture.APP_ORSapplicationOn-line Retrieval SystemORSRetrieval / QueriesCurrent SSA cataloged system containing data that supports retrieval and storage of documents sent to individuals on behalf of SSA.observed_active2026-10-055APP_OSSNAPapplicationOnline Social Security Number Application ProcessoSSNAPIdentity & EnumerationPublic online SSN application flow supporting partially and fully automated card processing.observed_current2026-10-035Effective Jan. 31, 2026, former iSSNRC functionality is incorporated into oSSNAP.APP_PACSapplicationPhysical Access Control SystemPACSPhysical SecuritySMACS subsystem documented as controlling physical access to SSA facilities through authorized credentials.documented_component_of_currently_listed_parent; current_implementation_unconfirmed2026-10-033Detailed implementation evidence is from the 2013 PIA.APP_PAM_PHYSICALapplicationPhysical Access ManagementPAMPhysical SecuritySAFE module documented for granting physical access to buildings, rooms, or access levels.historically_documented_safe_module; current_implementation_unconfirmed2013-09-303Named PAM is scoped here to SMACS/SAFE physical access.APP_PAPERLESS_PSCapplicationPaperless PSCProgram Service CenterSystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-28.listed_in_current_pia_catalog2007-09-284Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_PASS_CISapplicationPASS Control and Information SystemPASS CISTitle XVI / Work IncentivesApplication PASS specialists use to initiate, develop, adjudicate, monitor, and track PASS cases.observed_current2026-10-035Current 2025/2026-batch POMS requires use of CIS. Exact relationship to SORN 60-0255 PASS MIS is not proven and is intentionally left unresolved.APP_PATapplicationPolicy Assistance ToolPATPolicy / Knowledge ManagementHigh-impact generative-AI pilot grounded in SSA policy data; responses provide references and links to source policy documents.pilot_high_impact2025-09-165Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_PATHapplicationProactive Triage and Analysis of HearingsPATHHearings & Appeals / AIHigh-impact model that flags claims with high likelihood of a favorable decision for human review and possible on-the-record hearing decisions.deployed_high_impact2024-11-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_PAYMTapplicationSSI Payment SystemPAYMTTitle XVI / PaymentsProduces daily/monthly SSI payment files for Treasury and payment-certification reports.documented_in_current_pia_catalog2026-10-034APP_PCACSapplicationProcessing Center Action Control SystemPCACSProcessing Center / Workload ControlPayment-center workload-control system used for action controls, diaries, requests and folder-location work.observed_active2026-07-285APP_PCSapplicationPreliminary Claims SystemPCSBenefits / Claims IntakeHistorical pre-interview application developed to help SSA employees identify potential retirement, disability, SSI, and Medicare eligibility and share collected information with claims systems.retired_integrated_into_cce_20202022-085Development began in March 2018. Beta reached 8 field offices in July 2019 and 40 additional offices in November 2019. Beta testing ended March 2020; SSA stopped PCS development and began integrating PCS programming/functionality into CCE in September 2020.APP_PEBESprocessing_systemPersonal Earnings and Benefits Statement Processing SystemPEBESSocial Security Statement / EarningsSSA processing system that selects automatic Statement recipients, procures addresses from IRS, combines MEF/requester or selection information, computes Statement data, and passes compiled output into the communications/print pipeline.observed_current_reference2026-10-055PEBES remains SSA internal terminology for the processing system even though SSA says the public-facing form should be called the Social Security Statement.APP_PEBES_ONLINEapplicationPEBES OnlinePEBES OnlineSocial Security Statement / Internal QuerySSA query system used by field office and teleservice personnel to view benefit estimates.observed_current_reference2026-10-055Current POMS validates the query capability but does not expose its technical implementation.APP_PERSON_INFOapplicationPerson InformationPIIdentity / Shared Person DataWeb-based SSA Person Information (PI/PERSON) application that supports viewing/updating identity, death, citizenship, contact, marriage, and accommodation information and is positioned by SSA as its Customer Record database and enterprise-level authoritative customer-data source.observed_current_customer_record_database2026-10-055Current October 2026 POMS still exposes Person Information through IMAIN/iAccommodate and other workflows. FY2025 budget material calls PI the Customer Record database and enterprise authoritative customer-data source. This does not imply all program, entitlement, earnings, disability, debt, or address data is physically stored in PI; underlying database technology/hosting are not established.APP_PER_TDR_MODELSapplicationPre-Effectuation Review / Targeted Denial Review ModelsPER/TDRDisability / Program IntegrityHigh-impact models that identify claims with high likelihood of error and refer them for review; outputs probability scores through an inline mainframe process.deployed_high_impact2003-12-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_PIVapplicationPersonal Identity Verification / HSPD-12PIVSecurity / IdentitySystem/application/project listed in SSA's current PIA catalog; PIA signed 2012-08-01.observed_current2026-10-045Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status. Run 21 revalidated Personal Identity Verification/HSPD-12 in SSA current PIA catalog. Run 26: July 2026 SSA procurement for HSPD-12 PIV cardstock replacement and personalization services independently corroborates active PIV support.APP_PIV_CMSapplicationPIV Card Management SystemCMSIdentity / Physical SecuritySMACS subsystem documented as managing PIV credential issuance, card production, and public key infrastructure.documented_component_of_currently_listed_parent; current_implementation_unconfirmed2026-10-033Do not confuse this CMS acronym with Centers for Medicare & Medicaid Services.APP_POLICYNET_21Capplication21st Century PolicyNetPolicy / Knowledge ManagementPolicy search platform whose plain-language search use case uses Apache Solr and learning-to-rank features.deployed2024-09-215Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_POSapplicationPostentitlement Online SystemPOSTitle II / Post-entitlementOnline post-entitlement system used for Title II changes, including specified entitlement conversions.observed_active2026-04-205APP_PPCapplicationPaperless Processing Center SystemPPCProcessing Center / Document ManagementElectronic imaging and work-management system used in SSA payment/processing centers to manage work and scanned program documents.observed_current2026-10-035Often referred to simply as Paperless. Public sources do not establish its current hosting stack or repository technology.APP_PTMIapplicationPrisoner Tracking Management Information SystemPTMIProgram Integrity / PrisonerManagement information system used to monitor PUPS pending workloads and produce field-office pending-record listings.observed_current_reference2026-10-035APP_PUPSapplicationPrisoner Update Processing SystemPUPSProgram Integrity / PrisonerSystem supporting prisoner reporting, suspensions and incentive-payment processing.observed_active2026-08-315APP_QASapplicationQuality Assurance SystemQASQuality / OversightSystem/application/project listed in SSA's current PIA catalog; PIA signed 2018-12-17.listed_in_current_pia_catalog2018-12-174Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_QCHECKquery_systemQuery CheckQCHECKHearings / Query AggregationOHO-referenced query utility that includes access to MDW, FACT, SSID and Customer Service Record information.observed_current_hallex_reference2026-10-054HALLEX page remains available and names QCHECK. Because the same page also names retired CPMS, QCHECK is retained as a current policy reference while exact runtime status/implementation remains to be independently confirmed.APP_QDD_MODELapplicationQuick Disability Determinations ModelQDD ModelDisability / TriageHigh-impact predictive model that scores initial disability applications for likely favorable outcomes and medical-evidence availability to support expedited DDS processing.deployed_high_impact2026-10-035Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary. Current SSA QDD materials observed 2026-10-03 say SSA continues to use QDD nationally and refine the predictive model; POMS continues to identify QDD cases via the predictive model in EDCS.APP_QRCPSapplicationQuality Review Case Processing SystemQRCPSDisability / Quality ReviewSSA quality-review case processing system used by Office of Quality Review field sites and supporting current DQR/MAQR workflows.observed_current2026-09-105FY2025 budget states it replaced legacy DICARS and DQR systems by September 2023.APP_R105_LONGEVITY_VISUALIZERpublic_analysis_softwareSSA Longevity Visualizer SoftwareActuarial & Statistical DataPublicly distributed Windows-only standalone visualizer released May 2016, revised May 13, 2016; operates on OACT cohort mortality/life tables for single/cohort/joint survival analysis.historical_public_software_listing2026-10-075SSA still lists 2016 installer on website; not proof of modern maintenance or live server.APP_RACEETHapplicationRace Ethnicity Collection SystemCustomer DataSystem/application/project listed in SSA's current PIA catalog; PIA signed 2009-11-18.observed_current_sorn_20252026-10-065Current SORN 60-0104 confirms an electronic RECS holding SSN, race/ethnicity and data-source indicator records. SORN says information is also located in additional cloud-based locations for business-continuity purposes; this does not establish primary production hosting.APP_RASRapplicationRegistration, Appointment, and Services for RepresentativesRASRRepresentationApplication for representative appointments and related information; current hearing/appeals systems receive propagated updates from RASR.observed_current2026-10-075APP_RCORapplicationReport CorrectionRCOREarnings / CorrectionsAutomated employer-report adjustment process for MEF and the Suspense File.documented_operational2026-10-034Detailed POMS description is from 2019; no claim that implementation is unchanged.APP_RCSapplicationRegistration and Customer SupportRCSIdentity / Digital Customer SupportSSA application documented for managing customer registration/support and standard eServices access blocks.documented_2021_standard_block_management_current_status_unconfirmed2021-05-0542021 instructions explicitly reference existing RCS policy for standard block/unblock actions. Current 2026 electronic blocks remain documented, but the current application name/platform has not been independently revalidated.APP_REACTapplicationReturned Check Action ProgramREACTPayments / Returned ChecksSSA program/system used to process returned benefit checks and limited-payability credits and corrections.observed_current2026-07-165APP_RECOOPapplicationRecovery and Collection of Overpayments ProcessRECOOPDebt & CollectionsDMS billing and follow-up subsystem controlling Title II and Title XVI debts not recoverable through current benefit offset.observed_current2026-10-035Current POMS repeatedly identifies RECOOP as active billing/follow-up system and automated CPR selector.APP_REP_AVAIL_PORTALapplicationRepresentative Availability PortalRAPHearings / SchedulingWeb portal for representatives to submit hearing availability under the Enhanced Representative Availability Process.observed_current2026-10-035Reached through my Social Security credentialing; portal moved to national availability for January 2026 target scheduling month.APP_REP_CONDUCT_CLAIMSapplicationRepresentative Conduct ClaimsRepresentation / Program IntegrityApplication named by SSA as a repository for information concerning disqualified and suspended representatives and non-recognized persons.listed_in_current_pia_catalog; implementation_detail_from_2021_pia2026-10-034The project remains in SSA's current PIA catalog; the application/repository detail is explicitly documented in the 2021 PIA.APP_RET_ESTapplicationRetirement EstimatorDigital Service / RetirementSystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-02-28.listed_in_current_pia_catalog2007-02-284Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_ROARapplicationRecovery of Overpayments, Accounting and ReportingROARDebt & OverpaymentsTitle II overpayment establishment, recovery and accounting subsystem within SSA debt management architecture.observed_current2026-09-305Current POMS uses ROAR for Title II debt selection, installment updates, SERS debt display and cross-program recovery.APP_ROQSquery_systemPaperless Read Only Query SystemROQSProcessing Center / PaperlessRead-only paperless query source referenced in current processing-center workflows.observed_active2026-05-135APP_RPMAapplicationRepresentative Payee Monitoring ApplicationRPMARepresentative Payee / OversightApplication used to annotate and track representative payees subject to expanded monitoring.documented_operational2025-03-254Current POMS refers to RPMA when terminating a payee subject to expanded monitoring.APP_RPMTapplicationRepresentative Payee Monitoring ToolRPMTRepresentative Payee / OversightMonitoring tool that automatically identifies fee-for-service payees due for periodic three-year representative-payee review.documented_operational2026-10-034POMS description is from 2023; current P&A review program independently remains active.APP_RPSapplicationRepresentative Payee SystemRPSRepresentative Payee / Program IntegrityRepresentative-payee system referenced by current FFSCF POMS as a warrant-matching target and recipient of actionable warrant files.documented_current_reference2026-10-034Kept separate from eRPS because the public source does not establish whether RPS and eRPS are the same technical component.APP_RSDI_ACCTapplicationRetirement, Survivors, Disability Insurance Accounting SystemTitle II / AccountingSSA accounting application that accumulates accounting-control, payment-certification, trust-fund, and statistical totals for Title II benefit payment processing.listed_in_current_pia_catalog_architecture_documented_20072026-10-054Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status. Detailed payment/accounting architecture is documented in the 2007 PIA; current physical implementation and interfaces are not inferred unchanged.APP_RZWIZapplicationRedetermination WizardRZwizTitle XVI / RedeterminationsInterview-support tool that retrieves and consolidates SSI, earnings and new-hire queries for redeterminations, limited issues and wage-related diary interviews.observed_current2026-10-035TN 105 (09-26) requires RZwiz in current SSI redetermination workflows.APP_SAFEapplicationSecurity Automated Features and EnhancementsSAFEPhysical SecuritySMACS web-tool suite supporting compliance/risk assessments, passes, physical access, parking, incident reporting, and related physical-security workflows.documented_component_of_currently_listed_parent; current_implementation_unconfirmed2026-10-033Detailed implementation evidence is from the 2013 PIA.APP_SERSapplicationSocial Security Electronic Remittance SystemSERSDebt & RemittancesFO electronic payment solution using check scanners to process checks and money orders for certain programmatic debts, conserved funds, misused funds and fees.observed_current2026-03-105APP_SEXTANTapplicationSextant Contact Center AnalyticsSextantCustomer Service / Contact Center AnalyticsCare 2020 reporting system providing real-time and historical N8NN management information about customer and agent interactions.current_open_data_inventory2026-09-225Current Open Data inventory directly identifies Sextant as an N8NN reporting system.APP_SMACSapplicationSecurity Management Access Control SystemSMACSSecurity / AccessSystem/application/project listed in SSA's current PIA catalog; PIA signed 2013-09-30.listed_in_current_pia_catalog2026-10-034Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status. Run 21 revalidated SMACS in SSA current PIA catalog; component implementation details remain bounded by the 2013 PIA.APP_SOCIALMEDIAapplicationSocial Media Third-Party Websites and Applications SystemCommunicationsSystem/application/project listed in SSA's current PIA catalog; PIA signed 2011-09-13.listed_in_current_pia_catalog2011-09-134Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_SOLQapplicationState Online QuerySOLQExternal Data Exchange / State ServicesReal-time online State data-exchange implementation that provides SSN verification and Title II/Title XVI benefit data; current POMS distinguishes SOLQ as typically mainframe-based from the web-based SOLQ-I application.observed_current2026-10-045Modeled separately from the pre-existing combined SOLQ/SOLQ-I exchange-product record to expose the documented mainframe-oriented implementation. No underlying host, transaction manager, database, or network protocol is inferred.APP_SOLQIapplicationState Online Query InternetSOLQ-IExternal Data Exchange / State ServicesInternet application allowing authorized state agencies real-time SSN verification and, when permitted, Title II and Title XVI retrieval.observed_current_service2026-10-054Current SSA support pages still expose SOLQ-I; detailed developer page was last modified in 2013.APP_SPSapplicationSingle Payment SystemSPSTitle II / PaymentsSystem used for appointed-representative fee payments and other Title II payments that cannot be made through the current Title II System.observed_active2026-08-055APP_SRDBARprocessing_systemSuspense Reinstate Daily Batch Adjustment and Reinstate SystemSRDBAREarnings / CorrectionsBatch adjustment/reinstatement system involved in processing Item Correction earnings adjustments and generating rejects requiring manual correction.observed_current_reference2026-10-035Current POMS revised 2025 documents SRDBAR rejects and downstream control.APP_SS5_REPRINTSapplicationSS-5 ReprintsIdentity & EnumerationProgram used to retrieve prior SS-5 records for enumeration correction work.observed_current2026-10-035Links are available in SSNAP according to current POMS.APP_SSA93_QR_WEBweb_applicationSSA-93 Quality Review WebsiteSSA-93 websiteSSI / Quality Review / Work ControlInternal quality-review website used to make SSA-93 feedback available, capture field-office responses/comments, signal completion and support regional monitoring.observed_current_policy2025-08-115Public policy does not establish whether this website is a module of QRCPS or a separate physical platform.APP_SSALERTSapplicationSSAlertsSSAlertsOperations / Alerts / PaymentsSSA alert surface used by field, regional, teleservice, and processing-center staff to view mass-loss information after a determination is posted.observed_current_policy_reference2026-10-075Policy establishes use for mass-loss communications; hosting and implementation technology are not identified.APP_SSAMWRapplicationSSA Mobile Wage ReportingSSAMWRTitle XVI / EarningsMobile application for reporting prior-month wages to SSA.observed_current2026-10-035APP_SSASYapplicationSocial Security Streamlined Acquisition SystemSSASyProcurement / Acquisition ManagementSSA acquisition system that the Office of Acquisition and Grants currently states it operates.observed_current2026-10-055Public source establishes current operation but does not disclose product, hosting, database, interfaces, or implementation stack.APP_SSBS_PHONEapplicationReplacement Social Security Benefit Statement (SSA-1099/1042S) Automated Telephone ApplicationSSBS Automated TelephoneTelephone / Tax StatementsAutomated National 800 Number application for eligible beneficiaries to request replacement SSA-1099/SSA-1042S statements using automated phone service.observed_current_service2026-10-035Current 2025 SSA public guidance confirms the automated-phone replacement service remains available; detailed authentication design comes from the PIA.APP_SSIMWVapplicationSSI Monthly Wage VerificationSSIMWVTitle XVI / EarningsIntranet wage-verification application used by employees to process pay-stub wage reports.observed_current2026-10-035Current POMS directs staff to use SSIMWV whenever possible.APP_SSIRMapplicationSupplemental Security Income Record Maintenance SystemTitle XVI / SSISystem/application/project listed in SSA's current PIA catalog; PIA signed 2021-03-25.listed_in_current_pia_catalog2021-03-254Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_SSITMSapplicationSupplemental Security Income Trust Monitoring SystemSSITMSTitle XVI / Resources / TrustsInternal SSA website used to submit, review, track, and communicate SSI trust resource determinations and related review decisions.observed_current_policy_reference2026-10-065Current POMS documents active SSITMS workflows; hosting/runtime/database technology is not publicly established.APP_SSITWRapplicationSSI Telephone Wage ReportingSSITWRTitle XVI / EarningsAutomated telephone wage-reporting channel that updates SSI wage information.observed_current2026-10-035APP_SSI_CLAIMS_LOGICALapplication_familySSI Claims SystemTitle XVI ClaimsLogical Title XVI claims-system boundary named in current POMS, including a Vehicle page that links employees to J.D. Power Values Online.observed_current_logical_reference2026-10-044Do not infer that this POMS label is a physically separate application from MSSICS, CCE, or other Title XVI components; the public source does not establish that mapping.APP_SSI_CMS_NH_INTERFACEinterface_systemSSI/CMS Nursing Home Admissions Interface SystemCMS Nursing Home InterfaceTitle XVI / External ExchangeCompares CMS records with SSI records to identify unreported nursing home admissions.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_CODOapplicationSSI Central Office/District Office CommunicationsSSI CO/DOTitle XVI / OperationsTransmits formatted SSI alerts, rejections, exceptions, diaries, query responses and follow-up listings.documented_in_current_pia_catalog2026-10-034APP_SSI_COMPUTEapplicationSSI Computations SubsystemTitle XVI / PaymentsCalculates monthly SSI/SVB payment amounts and balances overpayment/underpayment errors.documented_in_current_pia_catalog2026-10-034APP_SSI_DAILY_EDITSapplicationSSI Daily Edits (IC/PE)IC/PETitle XVI / ProcessingEdits/formats internal and external data into SSR update transactions and routes rejected transactions for resolution.documented_in_current_pia_catalog2026-10-034APP_SSI_DHS_ICE_INTERFACEinterface_systemSSI/DHS Immigration and Customs Enforcement and Deportation Interface SystemSSI/DHS ICE InterfaceTitle XVI / External ExchangeCompares DHS records with SSI records to identify individuals potentially ineligible because of immigration status.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_DOD_INTERFACEinterface_systemSSI/Department of Defense Interface SystemSSI/DOD InterfaceTitle XVI / External ExchangeSends finder files to DOD, receives military payment data, and formats the data into alerts.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_DOL_BLB_INTERFACEinterface_systemSSI/Department of Labor Black Lung Part B Interface SystemSSI/DOL Black Lung Part B InterfaceTitle XVI / External ExchangeInputs Black Lung data and builds income transactions used to post Black Lung income to SSR and MSSICS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_EPATHapplicationSSI ePathSSI ePathTitle XVI / Field OperationsIntranet application that guides employees through collection of SSI changes.documented_in_current_pia_catalog2026-10-034APP_SSI_EXCEPTIONapplicationSSI Exception Control SystemTitle XVI / ProcessingProcesses exceptions from initial-claim update transactions and tracks IC data until adjudication.documented_in_current_pia_catalog2026-10-034APP_SSI_FINVERIFYapplicationSSI Financial Verification SystemTitle XVI / PaymentsProcesses Treasury input, creates SSI update transactions and exception reports for certification analysts.documented_in_current_pia_catalog2026-10-034APP_SSI_FOLDERCTRLapplicationSSI Folder Control SystemTitle XVI / RecordsTracks physical SSI claim-folder location, inactivation, destruction and referral.documented_in_current_pia_catalog2026-10-034APP_SSI_GROUPTOTALSapplicationSSI Group TotalsTitle XVI / AccountingTracks and controls accounting and payment information posted to the SSR.documented_in_current_pia_catalog2026-10-034APP_SSI_HOMEapplicationSSI HomeTitle XVI / Field OperationsIntranet portal providing links to SSI intranet applications.documented_in_current_pia_catalog2026-10-034APP_SSI_IC_UPDATEapplicationSSI Initial Claim Update SystemSSI IC UpdateTitle XVI / Initial ClaimsProcesses initial-claim update transactions to establish SSRs for new claims.documented_in_current_pia_catalog2026-10-034APP_SSI_INDEXapplicationSSI Index SystemTitle XVI / DataCreates index records for SSNs and Claim Account Numbers on the SSR.documented_in_current_pia_catalog2026-10-034APP_SSI_IRS_P1099_INTERFACEinterface_systemSSI/IRS Pension and 1099 Interface SystemSSI/IRS Pension & 1099 InterfaceTitle XVI / External ExchangeReceives pension and Form 1099 data from IRS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_MBR_INTERFACEinterface_systemSSI/Master Beneficiary Record Interface SystemSSI/MBR InterfaceTitle XVI / Title II IntegrationInputs, edits, and posts Title II income and Title XVIII entitlement to SSR and MSSICS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_MEF_INTERFACEinterface_systemSSI/Master Earnings File Interface SystemSSI/MEF InterfaceTitle XVI / Earnings IntegrationInputs MEF data and builds transactions used to post alerts to SSR.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_NOTICESapplicationSSI NoticesTitle XVI / NoticesCreates files for SSI notices and alternative-format outputs; also supports telephone-call processing.documented_in_current_pia_catalog2026-10-034APP_SSI_OCSE_INTERFACEinterface_systemSSI/Office of Child Support Enforcement Interface SystemSSI/OCSE InterfaceTitle XVI / External ExchangeInputs wage and unemployment data and builds transactions used to post alerts to SSR.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_OPM_INTERFACEinterface_systemSSI/Office of Personnel Management Interface SystemSSI/OPM InterfaceTitle XVI / External ExchangeInputs civil service data and builds income transactions used to post civil service income to SSR and MSSICS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_PAYHIST_CORRapplicationSSI Payment History CorrectionsTitle XVI / PaymentsOnline application for correcting Treasury items that failed to post to the SSR; sends items to SSI Financial Verification nightly.documented_in_current_pia_catalog2026-10-034APP_SSI_PE_UPDATEapplicationSSI Post Eligibility Update SystemSSI PE UpdateTitle XVI / Post-EligibilityUpdates and validates SSRs using post-eligibility transactions from SSI subsystems.documented_in_current_pia_catalog2026-10-034APP_SSI_PREPOSTapplicationSSI Pre/Post Update Operations SystemTitle XVI / ProcessingCreates files for initial-claim and post-eligibility update subsystems to update SSRs.documented_in_current_pia_catalog2026-10-034APP_SSI_REDETapplicationSSI RedeterminationsTitle XVI / RedeterminationsSelects a subset of SSI recipients for periodic eligibility/payment review.documented_in_current_pia_catalog2026-10-034Current redetermination processing is independently corroborated by 2026 POMS.APP_SSI_RMAapplicationSSI Retrospective Monthly ProgramRMATitle XVI / PaymentsProgram identified by current POMS as an option for computing an Emergency Advance Payment amount before the payment is established in MSSICS.observed_current2026-10-035POMS names the SSI Retrospective Monthly (RMA) program but does not disclose its runtime platform or interfaces.APP_SSI_RRB_INTERFACEinterface_systemSSI/Railroad Retirement Board Interface SystemSSI/RRB InterfaceTitle XVI / External ExchangeInputs RRB data and builds income transactions used to post RRB income to SSR and MSSICS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_RZ_MODELapplicationSSI Redetermination ModelSSIRZTitle XVI / Program IntegrityHigh-impact model that prioritizes SSI redetermination cases based on expected overpayment likelihood and amount.deployed_high_impact1999-01-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_SSI_SDX_SYSTEMinterface_systemSSI State Data Exchange SystemSSI SDX SystemTitle XVI / State ExchangeProvides States with SSI eligibility, payment, and demographic data about claimants and recipients.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSI_TREASURYapplicationSSI Treasury SystemTitle XVI / PaymentsReads the monthly SSR Master and distributes payment-related change records to SDX and Daily/Monthly FAX.documented_in_current_pia_catalog2026-10-034APP_SSI_VA_INTERFACEinterface_systemSSI/Veterans Administration Interface SystemSSI/VA InterfaceTitle XVI / External ExchangeInputs veterans data and builds income transactions used to post veterans income to SSR and MSSICS.documented_2021_current_status_unconfirmed2021-03-255Named SSIRMS subsystem in 2021 PIA. Existing current exchange products are linked separately where authoritative evidence supports the functional continuity.APP_SSNAPapplicationSocial Security Number Application ProcessSSNAPIdentity & EnumerationSSA application/process used to take, pend, complete and correct SSN card applications.observed_current2026-10-035Current POMS repeatedly directs technicians to SSNAP.APP_SSNECapplicationSocial Security Number Establishment and Correction SystemIdentity & EnumerationSystem/application/project listed in SSA's current PIA catalog; PIA signed 2007-09-27.listed_in_current_pia_catalog2026-10-054Current SSA PIA catalog still lists SSNEC among Systems, Applications, and Projects. The detailed architecture PIA is dated 2007; current component boundaries are therefore not inferred. SORN 60-0058 continues to govern the enumeration/SSN application record environment.APP_SSNVSapplicationSocial Security Number Verification ServiceSSNVSEmployer / EarningsEmployer service for verifying current or former employee names and SSNs for wage-reporting purposes, with immediate screen verification and large batch-file processing.observed_current2026-10-055Current SSA public service; online and file-upload modes.APP_SSN_NAME_VALIDprocessing_systemSocial Security Number Name Validation SystemEarnings / Identity VerificationSSA Numident verification system that validates wage and self-employment reports, routes unmatched wage information to the Earnings Suspense File, and later reprocesses suspended wage reports.observed_current2026-10-045OIG also calls this the SSN Name Validation System. Do not confuse it with the employer-facing Social Security Number Verification Service (SSNVS).APP_SSOARSapplicationSocial Security Online Accounting and Reporting SystemSSOARSFinance / AccountingSSA official book-of-record accounting system; records agency financial transactions and processes administrative payments and collections.observed_current2026-10-045Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status. Current 2026 Open Data inventory independently confirms present SSOARS function; an in-progress USAspending task order provides current database/OS support evidence.APP_SSOARS_FISsubsystemSSOARS Financial Information SystemSSOARS FISFinance / AccountingFinancial Information System component named within SSOARS in the 2020 PIA.documented_2020_current_status_unconfirmed2020-05-195Component name documented; detailed current function/technology not separately described.APP_SSOARS_SOAsubsystemSSOARS Service-Oriented ArchitectureSSOARS SOAFinance / IntegrationWeb-services/service-oriented architecture component named within SSOARS in the 2020 PIA.documented_2020_current_status_unconfirmed2020-05-1952025 AFR still identifies Service Oriented Architecture Suite as a SSOARS component, corroborating current SOA capability but not exact 2020 component boundary.APP_SSTNGapplicationStaRZ & StripesSSTNGTitle XVI / Workload ManagementField-office post-eligibility tracking application for redeterminations and limited issues.current_open_data_inventory2026-09-295Current Open Data inventory explicitly says PEODS includes Starz & Stripes data.APP_STATUTORY_BENEFIT_CONTapplicationStatutory Benefit Continuation SoftwareTitle XVI / Appeals and Payment ContinuationSSA software used to control many payment-continuation cases formerly paid manually under Goldberg/Kelly procedures.observed_current_reference2026-074Current POMS says many N07/N08 cases previously paid manually via the GK process are controlled via this software and are in payment status C01. Technical implementation is not disclosed.APP_SUMS_TASapplicationSUMS/MCAS Time Allocation SystemTASEnterprise Data / Time AllocationCurrent SUMS/MCAS application/data asset supporting time-allocation management information and consistency of MI.current_open_data_inventory2026-08-065US-GOV-SSA-57.APP_SVSapplicationStandard Verification SystemSVSIdentity VerificationMainframe program used by internal SSA applications to verify SSNs against Numident; includes real-time online processing.current_open_data_inventory2026-09-225APP_SVS_LITEapplicationStandard Verification System LiteSVS LiteIdentity VerificationMainframe batch SSN verification variant used exclusively by OCSE with a reduced response set.cataloged_operational_metadata2026-10-034Dataset metadata last updated in 2025; retained with lower status confidence.APP_SW_LICENSE_TRACKERapplicationSSA Software License Usage Tracking ApplicationIT Asset Management / Software LicensingSSA application reported to GAO as being developed to track software-license usage and compare licenses in use against purchase records.development_reported_completion_unconfirmed2026-024GAO says SSA expected availability by the end of FY2026, but as of the latest public GAO update cited here SSA had provided no further information. The Atlas does not infer completion or deployment.APP_T2Rprocessing_systemTitle II Redesign Transaction ProcessingT2RTitle II / Post-entitlementCurrent POMS transaction-processing function for selected Title II actions, including prisoner suspension actions.current_operational_reference_pia_boundary_retired2026-04-145The older Title II Redesign PIA is retired; current POMS still explicitly references T2R processing. Exact system boundary requires later validation. Current POMS still uses Title II Redesign as an operational processing label, but SSA current PIA catalog lists the historical Title II Redesign PIA as Retired / Obsolete. The Atlas therefore preserves T2R as a current logical/processing reference with physical application boundary uncertain.APP_T2_BATCH_SUBSYSsubsystemTitle II Batch SubsystemT2 BatchTitle II / BatchTitle II subsystem documented as annotating the MBR or System Interface Records and computing benefit changes.documented_2017_current_status_unconfirmed2017-07-205Historical architecture within 10-year window; current physical implementation not independently established.APP_T2_DATA_EXCHANGE_GROUPsubsystemTitle II Data Exchange SubsystemT2 Data ExchangeTitle II / External Exchange2017 Title II subsystem group whose applications provide data to institutions, agencies, and organizations under sharing agreements and matching programs.documented_2017_current_status_unconfirmed2017-07-205Subsystem grouping, not one exchange mechanism or database.APP_T2_INFRA_SUBSYSsubsystemTitle II Redesign InfrastructureT2 InfrastructureTitle II / Claims and Post-EntitlementSubsystem documented in 2017 for initial claims and post-entitlement actions and for calculating transactions including debits, credits, payments, and overpayments in coordination with Treasury.documented_2017_current_status_unconfirmed2017-07-205Do not equate automatically with the current logical T2R transaction-processing label; exact lineage is unresolved.APP_T2_PC_WORKLOADSsubsystemTitle II Payment Center WorkloadsPC WorkloadsTitle II / Payment CentersTracking, routing, and updating subsystem documented for Payment Center records.documented_2017_current_status_unconfirmed2017-07-205Historical subsystem-group evidence; no current hosting or technology inferred.APP_TATTERprocessing_systemTerminations, Attainments, Transfers and TerminationsTATTERTitle II / Post-entitlementTitle II post-entitlement processing program that handles specified terminations/conversions and generates exception alerts when certain POS inputs do not process.observed_current2026-05-085Current 2026 POMS documents TATTER exception processing.APP_TAX_LEVY_NOTICEnotice_processing_systemTax Levy Notice SystemNotices / Tax LevyAutomated notice system documented by SSA as using Tax Levy DB2 and MBR data to notify beneficiaries and the IRS about federal tax-levy withholding.observed_current_reference2026-10-055The POMS subchapter remains current in 2025. Specific database/interface architecture is documented in a 2006 description, so current implementation details are not assumed.APP_TCVQquery_systemTreasury Check Verification QueryTCVQPayments / Check ResolutionSSA query system used by field offices to determine the SSN associated with an SSA check returned to a local field office after SSNs were removed from checks.current_federal_data_catalog2026-08-065Federal Data Catalog identifier US-GOV-SSA-656. Internal data source and lookup mechanics are not disclosed.APP_TDCPapplicationTotalization Data Collection ProgramTDCPTitle II / International / TotalizationSSA application used to establish and manage records for Totalization claims and foreign-agency assistance requests and to produce management information.observed_current2026-10-045Current 2026 Romania instructions explicitly require use of TDCP; physical hosting and technology stack are not publicly established.APP_TEAMMATE_OIGapplicationAutomated Working Papers System (TeamMate)TeamMateOIG Audit ManagementDistributed OIG system for electronic audit/review planning, working-paper preparation, review, storage, and retention using commercial TeamMate software.listed_in_current_pia_catalog2026-10-035Current catalog placement supports present listing; PIA architecture detail dates to 2005.APP_TEDapplicationTechnician Experience DashboardTEDEmployee Experience / Customer ServiceSSA technician-facing dashboard used in customer-service workflows, including WLM access, ASC access/history and task initiation.observed_current2026-08-315Current SSA emergency messages and POMS corroborate use.APP_THERAPY_CHATBOTapplicationTherapy Chatbot - Text-Based Mental Health SupportHuman Resources / Employee SupportEmployee-facing AI chatbot providing confidential text-based mental-health support and escalation to live counselors when needed.deployed2023-09-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_TICKET_PORTALdigital_serviceTicket PortalTicket PortalTicket to Work / External Provider ServicesSSA secure online system used by Employment Networks and State VR agencies to perform Ticket to Work transactions in real time.observed_current2026-10-035Modeled separately from the older APP_TTW_PORTAL because public sources reviewed do not explicitly prove object identity.APP_TIME_REFERENCE_MIapplicationTime Reference for Management InformationTime Reference MIEnterprise Data / Reference DataApplication maintaining fiscal-year and processing-year reference tables located on mainframe and data-warehouse servers.current_open_data_inventory2026-09-295Source identifies server classes but not specific database products or warehouse names.APP_TITLE2_PIAapplicationTitle II SystemTitle II / EntitlementSystem/application/project listed in SSA's current PIA catalog; PIA signed 2017-07-20.listed_in_current_pia_catalog2017-07-204Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_TITLEII_MAJORmajor_applicationTitle II Major ApplicationTitle IITitle II / Enterprise Boundary2017 SSA PIA system boundary encompassing subsystems and applications for receiving, adjudicating, processing, paying, and servicing Title II claims and post-entitlement actions.documented_2017_system_boundary_current_status_unconfirmed2017-07-205Time-scoped architecture from 2017 PIA. Current individual Title II systems are corroborated elsewhere; do not assume the full 2017 security boundary is unchanged.APP_TPIBAapplicationThird Party Internet Social Security Benefits ApplicationDigital Service / ClaimsSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-09-08.listed_in_current_pia_catalog2008-09-084Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_TPPSapplicationThird Party Payment SystemTPPSPayments / Field OfficeSystem used in field offices to issue immediate payments via U.S. Debit Card after CPS transmission.observed_active2026-09-185APP_TPS_BUYINapplicationThird-Party SystemTPSMedicare / State Buy-InSSA system identified in current POMS as receiving state buy-in status updates and subsequently updating the MBR Third-Party line.observed_current2026-10-075Current POMS establishes the system role and timing but does not disclose hosting, database technology, or transport.APP_TP_RISK_MGMTapplicationThird-Party Risk Management SystemCybersecurity / Third-Party RiskSSA system used to review and track third-party relationships through onboarding, contract performance, and completion.observed_current_product_unspecified2026-10-055Current OAG page names the system but does not disclose product, vendor, hosting, database, or integrations.APP_TRAINING_MEDIA_AIapplicationTraining Audio and Video GenerationHuman Resources / TrainingPilot use of commercial generative-AI tools to create custom audio, video, and image content for SSA training products.pilot2025-09-085Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_TRAINING_SIMULATORapplicationTraining Interaction SimulatorHuman Resources / TrainingGenerative-AI training tool that simulates client/coworker interactions and provides coaching feedback.deployed2025-06-035Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_TTW_PORTALapplicationTicket to Work Secure Provider Portal SystemTicket to WorkSystem/application/project listed in SSA's current PIA catalog; PIA signed 2010-07-20.listed_in_current_pia_catalog2010-07-204Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.APP_UBAapplicationUniversal Benefit ApplicationUBAClaims / Digital ServiceSSA internet benefit application recognized in current POMS and 2026 field guidance; it is also a current modernization focus for streamlining and expanding online claims processing.observed_current_modernization2026-10-045Do not treat UBA as having already replaced iClaim or as currently supporting every SSA program. GAO reports broader all-program coverage as SSA modernization direction, while current field guidance lists UBA alongside iClaim.APP_UIPATH_ASSISTANT_PCapplicationUiPath Assistant for SSA Processing CentersInfrastructure / Operations AutomationSSA says UiPath Assistant was rolled out to processing-center users in August 2025 after final testing.documented_deployed_20252026-10-075APP_UMCCCapplicationUneffectuated Medical Cessations Clearance ControlUMCCCDisability / Work ControlNew York Regional website work-control application used to track administrative actions for the identified legacy UMC workload until all actions are completed and recorded to SSA systems.observed_current_legacy_workload_reference2026-10-075Current 2026 POMS still directs FO use; DDS lacks access. Product, hosting stack, and database are not identified.APP_UMS_MCASapplicationSSA Unified Measurement System / Managerial Cost Accountability SystemUMS/MCASPerformance / CostSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-01-16.observed_current2026-09-295Current 2026 Data.gov assets explicitly use the SUMS/MCAS name for cost accounting and time allocation, while SSA still lists the umbrella PIA in its current catalog.APP_UNIFORMSapplicationUniFormsUniFormsFormsWeb application and internal service for federal forms used by SSA; accessible through DCPS.observed_current2026-10-045APP_UPLOAD_DOCUMENTSapplicationUpload DocumentsUpload DocumentsEvidence / Digital ServiceSSA digital intake service supporting technician-initiated and customer-initiated electronic submission of selected forms and evidence, including webform completion and PDF/file upload.observed_current2026-10-045Current SSA Forms links across multiple program domains route through the shared /eSubmit/upload-documents-ui/start path. FY2024 performance reporting states Upload Documents was formerly eSubmit.APP_UPSapplicationUnverified Prisoner SystemUPSProgram Integrity / Prisoner IdentitySystem that supports manual SSN verification for inmate reports that fail automated EVS verification and can feed corrected identity information back into matching.observed_current_reference2026-10-035APP_UPTQquery_systemTreasury Status QueryUPTQTitle XVI / PaymentsSSA Treasury-status query used in Title XVI returned-payment and nonreceipt processing.observed_current_reference2026-10-035Public POMS identifies the query function but does not disclose its underlying implementation or interface to Treasury.APP_VAATapplicationVocational Assessment Assistant ToolVAATDisability / Decision SupportHigh-impact generative-AI assistant for job-code research and transferable-skills analysis, producing recommendations and structured explanations.deployed_high_impact2025-09-305Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.APP_VAMSapplicationVerification Account Management SystemVAMSExternal Data ExchangeCentral account-management application for SSA verification and data-exchange accounts and Verification Account Numbers.current_open_data_inventory2026-09-295APP_VERINT_IMPACT360applicationVerint/Impact 360Impact 360Customer Service / Workforce ManagementHistorical CARE 2020 workforce-optimization system storing agent activity, service observations, KPIs, and work schedules.historical_architecture_current_operation_unverified2017-12-203Official SSA Open Data record remains cataloged in 2026 but its substantive metadata was last modified in 2017. Current operation is not established.APP_VIPRapplicationVisitor Intake Process Re-writeVIPrField Office / Customer ServiceSSA application/data asset used to manage field-office contacts with the public and, under documented operating instructions, to display and add selected field-office appointments.observed_current2026-09-225Federal Data Catalog identifier US-GOV-SSA-176. Separate from the existing VIPr management-information data store.APP_VITweb_applicationVocational Information ToolVITDisability / Vocational EvidenceWeb-based information technology platform being developed to combine ORS with other reliable occupational-information sources and to house, expose, and operationalize the OIS.in_development2026-10-065SSA states completion of VIT is required before OIS can be used in the disability program.APP_VOIP_STATION_MANAGERapplicationVoIP Station ManagerInfrastructure / TelephonyStation-management application named by the TSMI catalog record; TSMI supports its configuration, management, maintenance, and voice-message reporting.documented_2018_currentity_unconfirmed2026-06-304Named in an SSA catalog asset last updated in 2018. Do not infer that it survived later NGTP/Amazon Connect telephony changes.APP_VRRMSapplicationVocational Rehabilitation Reimbursement Management SystemVRRMSVocational Rehabilitation / ReimbursementSSA management information system used to facilitate cost reimbursement payments to State VR agencies.observed_current2026-10-035APP_W2_ONLINE_2026applicationModernized W-2/W-2C OnlineW-2/W-2C OnlineEarnings / EmployerCurrent BSO application for manual electronic W-2 and W-2C filing.observed_current2026-10-035Currently supports U.S. domestic wage reporting; territory support planned for early December 2026.APP_W2_ONLINE_PREVapplicationPrevious W-2/W-2c Online ApplicationEarnings / EmployerPre-modernization browser-based electronic W-2/W-2c filing application.decommissioned2026-09-195SSA states it was decommissioned September 19, 2026.APP_WACapplicationWorkload Action CenterWACRepresentative Payee / Workload ControlProgram documented by OIG as storing and controlling Stuck Sweeper and eRPS development alerts and listing pending alerts for field offices.observed_active_20262026-01-305January 2026 SSA instructions document WAC as an operational work queue for TAA exception claims.APP_WAIVER_DECISION_TREEapplicationWaiver Decision Tree - Title II & Title XVIDebt & Overpayments / Decision SupportInteractive decision-support application referenced by SSA for selecting waiver provisions and processing steps for Title II and Title XVI overpayment waivers.observed_current_reference2026-10-045SSA separately publishes a PDF version; this entity represents the explicitly named Interactive Application only.APP_WEBAFSapplicationweb Attorney Fee SystemwebAFSRepresentation / AppealsOAO tracking system used for representative fee administrative review.observed_current2026-10-035APP_WEBALJapplicationWebALJWebALJHearings & Appeals / Workload ControlLegacy/regional hearing workload mechanism used for SSI ALJ reversals whose new-case updates stopped when CPMS retired.new_case_feed_interrupted_post_cpms_retirement2026-10-045Current EM says WebALJ cannot receive new cases until a replacement data path is identified and must not be used as the controlling mechanism in the interim.APP_WEIAapplicationWage and Employment Information Authorization ApplicationWEIAEarnings / AuthorizationApplication used to obtain, record and query authorization for SSA to obtain wage/employment information from payroll data providers.observed_current2026-10-035APP_WLMapplicationWorkload ManagementWLMEnterprise Work ManagementSSA workload-management application that places eligible appointments/work into a national queue and assigns work using technician skill and availability.observed_limited_rollout2026-08-295Current SSA emergency message documents expanded production rollout. FY2026/FY2027 budget documents use National Workload Management / National Workload Management System terminology.APP_WMSapplicationWorkload Management SystemWMSTitle II / Workload ControlSSA workload-control system that provides information about Title II benefit claims currently in process and is queried for workload or diary-origin routing.observed_current_reference2026-10-065Current POMS uses the full name Workload Management System and acronym WMS. It is kept separate from the newer Workload Management (WLM) product because authoritative public evidence does not establish equivalence, succession, or shared implementation.APP_WORKSMARTapplicationWorkSmart Earnings Risk Identification ToolDisability / Program IntegritySSA tool that alerts DI cases for work continuing-disability review based on available earnings data; possible PIE data use is subject to authorization.documented_active_fy20252026-10-075PIE utilization described conditionally in AFR; do not assert universal live data feed.APP_WORKTRACKapplicationWorkTrackWorkTrackEvidence / Work ManagementSSA field-office work-management application receiving document work items from multiple intake channels for staff review and downstream handling.observed_current2026-10-045Current waiver POMS explicitly calls the application WorkTrack 2.0 and directs staff to use its “Upload a Batch” process. Modeled as work management, not a document repository.APP_WRPSapplicationNational Wage Reporting Processing SystemWRPSEarnings / Employer ReportingSystem through which field offices may refer employer wage-reporting problems for processing.observed_current_reference2026-10-045Current 2024 POMS explicitly names the system; downstream processing topology is not published in the source.APP_ZIP4_SOFTWAREapplicationZIP +4 SoftwareZIP +4Address / Postal StandardizationSSA-referenced ZIP +4 software used to verify ZIP information and derive ZIP+4 and delivery-point data for address maintenance.observed_current_policy_reference_implementation_unconfirmed2026-10-054Detailed POMS implementation description is substantively dated 2011; current product/vendor identity and runtime are not established.ARCH_BIarchitectureBusiness Intelligence ArchitectureBI ArchitectureEnterprise Data / Business IntelligenceSSA business-intelligence architecture explicitly referenced by the current MSHARE data asset.observed_current2026-09-295No specific vendor or physical topology is inferred.ARCH_BI_ODS_2016architectureBusiness Intelligence Operational Data Stores Layer (2016)BI ODS LayerEnterprise Data / AnalyticsHistorical BI architecture layer in which detailed operational data was primarily stored in DB2 for tactical, operational, query, and reporting needs.historically_documented_201620165Represents an architecture layer/group of ODS assets, not a claim that SSA had one single physical ODS database.ARCH_CLOUDarchitectureCloud-Based Application ArchitectureCloudTechnology / ArchitectureCloud architecture explicitly documented by GAO for SSA's national DCPS2.observed_current2026-10-035FY2026 SSA infrastructure planning explicitly describes current hybrid-cloud operations; existing system-specific cloud evidence remains separate.ARCH_HYBRID_CLOUDarchitectureSSA Hybrid Cloud EcosystemHybrid CloudInfrastructure / CloudCurrent SSA infrastructure architecture in which IT Operations Management capabilities span a hybrid cloud ecosystem.observed_current_fy20262026-10-035FY2026 budget explicitly uses 'hybrid cloud ecosystem.' It does not publish a complete provider inventory or on-premises/cloud allocation.ARCH_IWS_LANarchitectureIntelligent Workstation / Local Area Network ArchitectureIWS/LANInfrastructure / Distributed ComputingSSA distributed-computing architecture intended to replace dumb terminals with networked personal computers while retaining centralized backend databases and mainframe roles.historical_pilot_and_deployment_1990s1994-045System Zero experimentation began after 1990 design selection; 10 pilot field offices had operated IWS/LAN in day-to-day work since mid-1992.ARCH_PROGRAM_SILO_1994architectureSSA Program-Silo Database Architecture (1994)Program-Silo DB ArchitectureEnterprise Data / HistoricalHistorical architecture in which SSA maintained separate databases for its programs, preventing employees from obtaining a whole-person view of clients.historically_documented_19941994-045Represents an architectural condition documented by OTA, not a single physical database.ARCH_SUMSarchitectureSSA Unified Measurement System Standards and ArchitectureSUMSEnterprise Data / AnalyticsStandards/architecture explicitly cited for the SSNAP management-information ODS.observed_current2026-09-295ARCH_ZERO_TRUSTarchitectureZero Trust ArchitectureZTACybersecurity / ArchitectureCybersecurity architecture SSA states it is expanding, with focus on High Value Assets and federal zero-trust principles.expansion_in_progress_fy20262026-10-035AUTH_SAPsecurity_controlSecurity Authentication PINSAPIdentity / Telephone AuthenticationOptional PIN feature for my Social Security accountholders used to authenticate identity more quickly and securely when calling SSA; FY2027 budget states SAP is now required for certain telephone transactions including direct-deposit changes unless handled in person.observed_current20265Introduced beginning August 2025; do not infer underlying credential storage or cryptographic implementation.CAP_APP_DEV_INFRAserviceApplication Development InfrastructureApplication Development / InfrastructureEnterprise-wide analysis, design, development, coding, testing, and release services supporting application development.funded_fy20262026-10-035Public budget describes the capability but does not publish the full toolchain, platform products, or hosting boundaries.CAP_CLICK_SIGNsignature_capabilityClick-and-Sign Electronic SignatureClick-and-SignDigital Intake / SignaturesSSA electronic-signature capability used by claimants to sign eligible iClaim applications and selected associated forms.observed_current2026-07-225Current POMS describes first-party mySSA authentication, the iClaim checkbox/submission action, MCS/DW01 signature documentation, and ORS storage of submitted summaries.CAP_ENTERPRISE_LOGGINGserviceEnterprise Logging CapabilitiesCybersecurity / LoggingAgency-wide logging capability SSA states it is enhancing to support investigation and remediation of cybersecurity incidents.enhancement_in_progress_fy20262026-10-035Public source does not name the underlying logging/SIEM product or vendor.CAP_UPLOAD_CONVERSATIONALworkflow_featureUpload Documents Conversational FormsConversational FormsEvidence / Digital ServiceUpload Documents webform mode in which standardized questions appear conditionally based on customer responses and produce the same final PDF as the corresponding paper/fillable form.observed_current2026-10-045SSA announced first production batch for July 25, 2026. This is modeled as a feature/mode of Upload Documents, not a separate backend application.CAP_UPLOAD_EVIDENCE_MODEworkflow_featureUpload Documents Evidence Submission ModeEvidence / Digital IntakeCustomer-initiated Upload Documents capability for selected non-original/non-certified evidence types, including disability-related evidence classifications.observed_current2026-10-045Introduced June 28, 2025; original or certified evidence remains outside this electronic channel.CAP_UPLOAD_WEBFORM_MODEworkflow_featureUpload Documents Webform ModeDigital Forms / Web IntakeUpload Documents capability allowing selected forms to be completed as webforms rather than uploaded only as completed PDFs.observed_current2026-10-045Current Forms links use type=completeOnline; EM-25024 calls this the Complete Online webform option and documents static webforms.CODE_EDCS_EXR_INITIALstatus_codeEDCS Expedited Reinstatement Initial Case LevelEXR InitialDisability / EXREDCS/eView case level identifying an initial Expedited Reinstatement case transferred to DDS.observed_current_policy2026-10-075CODE_EDCS_EXR_RECONstatus_codeEDCS Expedited Reinstatement Reconsideration Case LevelEXR ReconDisability / EXREDCS/eView case level identifying an Expedited Reinstatement reconsideration case.observed_current_policy2026-10-075CODE_EDCS_SPECIAL_Acase_flag_typeEDCS Special-A FlagSpecial-ADisability / Electronic FolderCEF/EDCS special-handling flag type used for AIDS cases.observed_current_policy2026-10-075CODE_EDCS_SPECIAL_Fcase_flag_typeEDCS Special-F FlagSpecial-FDisability / Electronic FolderCEF/EDCS special-handling flag type used for possible fraud or similar-fault cases.observed_current_policy2026-10-075CODE_EDCS_SPECIAL_Hcase_flag_typeEDCS Special-H FlagSpecial-HDisability / Electronic FolderCEF/EDCS special-handling flag type used for homicidal or potentially violent claimant cases.observed_current_policy2026-10-075CODE_EDCS_SPECIAL_Scase_flag_typeEDCS Special-S FlagSpecial-SDisability / Electronic FolderCEF/EDCS special-handling flag type used for suicide-threat cases.observed_current_policy2026-10-075CODE_NDDSS_CDT5status_codeNDDSS Continuing Disability Type 5CDT=5Disability / EXRNDDSS continuing-disability-type code that distinguishes Expedited Reinstatement from a medical CDR.observed_current_policy2026-10-075CODE_NDDSS_TYP_CDstatus_codeNDDSS Case Type CDTYP=CDDisability / EXRNDDSS case-type code used when DDS receipts an Expedited Reinstatement case as a continuing-disability-review type.observed_current_policy2026-10-075COMP_CDR_DEV_TOOLBOXworkflow_featureCDR Development ToolboxDisability / Continuing Disability ReviewWAC workflow feature used by field offices when initiating a medical continuing disability review.observed_current_reference2026-10-045Current live POMS names the CDR Development Toolbox within the WAC initiation workflow; hosting or implementation beyond WAC is not inferred.COMP_DIFSLA_ALERT_PROFILERprocessing_componentDIFSLA IRS Alert Profiling ModuleDIFSLA Profiling ModuleTitle XVI / IRS Match / Program IntegrityProfiling component applied after DIFSLA tolerance and exclusion screening to reduce the IRS-match alerts released to field offices for development.observed_in_current_cma_attachment2026-10-064The current CMA cost-benefit attachment says the module was developed by OQI and describes FY2023 operations. Public evidence does not identify implementation technology or hosting.COMP_DMAplatform_componentDocument Management ArchitectureDMAEvidence & DocumentsBarcode/indexing architecture used to associate scanned/faxed documents with CEF cases and repositories.observed_active2026-04-275COMP_ERPS_WMplatform_componenteRPS Workload ManagementRepresentative Payee / Program IntegrityeRPS workload-management capability where field offices receive specified criminal-information work issues.observed_current_reference2026-10-045Current live POMS documents the function; physical deployment boundaries within eRPS are not published.COMP_STCplatform_componentState Transmission/Transfer ComponentSTCExternal Data Exchange / State ServicesState-side transfer component used when an approved state agency cannot receive SSA data directly.observed_current2026-10-035Current SSA State Agreements page requires an STC Agreement documenting data flow and safeguards.CONTRACT_KIOWARE_2026contractSSA KioWare Maintenance Purchase Order 28321326P0005006228321326P00050062Procurement / Field Office TechnologyFY2026 SSA purchase order for KioWare maintenance supporting the Visitor Intake Process Rewrite kiosk project.awarded2026-09-094Reported obligation $63,342 and seven offers; mirror-derived procurement evidence is intentionally lower confidence than directly retrieved SAM.gov/USAspending records.CONTRACT_SEWP_NNG15SC19Bcontract_vehicleNASA SEWP V Contract NNG15SC19BNNG15SC19BTechnology ProcurementNASA SEWP V government-wide acquisition contract used for SSA delivery orders for IBM infrastructure.open_ordering_vehicle2026-10-045USAspending lists ordering-period end date 2027-01-31.CONTRACT_SEWP_NNG15SC20Bcontract_vehicleNASA SEWP V Contract NNG15SC20BNNG15SC20BProcurement / InfrastructureNASA Solutions for Enterprise-Wide Procurement V indefinite-delivery vehicle held by Sterling Computers Corporation and used for SSA order 28321326FDX030037.observed_current_vehicle2026-10-045Added separately from existing NNG15SC19B vehicle because this is a different SEWP V IDV.CONTRACT_SSA_28321324FDX030088contractSSA Delivery Order 28321324FDX03008828321324FDX030088Infrastructure ProcurementSSA delivery order under NASA SEWP V to procure IBM Power10 at the Second Support Center to upgrade existing IBM Power8.completed_order2024-05-115USAspending lists $248,955 obligated, start 2024-04-11, end 2024-05-11.CONTRACT_SSA_28321326FDX030016contractSSA Delivery Order 28321326FDX03001628321326FDX030016Infrastructure ProcurementSSA delivery order under NASA SEWP V for IBM Super Server appliances supporting the Second Support Center and National Support Center.completed_order2026-03-115USAspending lists $713,738 obligated, start 2026-02-09, end 2026-03-11.CON_AWS_CONNECT_2024contractAmazon Connect CCaaS Task Order 28321324FA001021428321324FA0010214Procurement / Contact CenterTask order issued under the Four Points BPA for Contact Center as a Service, Amazon Web Services Connect.documented_in_2025_gao_record2025-06-305Issued 2024-08-01 with a one-year base and one-year option according to GAO. This run does not assert whether the option was exercised or what replaced/extended it after the documented period.CON_CALL_BRANDING_2026contractOutbound Call Spoof-Proofing and Call Branding BPA Call 28321326FA001007028321326FA0010070Procurement / Telephony / Fraud PreventionSSA BPA call order to procure TransUnion outbound-call spoof-proofing and call-branding services under Commercial Cloud Services BPA 28321321A00040003.observed_award_20262026-10-054Federal-award data mirrors report initial June 12, 2026 obligation of about $3.03M. HigherGov reports a potential value up to about $16.6M. Deployment status is not inferred.CON_CLOUD_BPA_FOUR_POINTScontractCommercial Cloud Services BPA 28321321A0004000328321321A00040003Procurement / CloudSSA blanket purchase agreement established with Four Points to provide access to commercial cloud service providers supporting public and technician-facing business services.observed_active_during_oig_review_20262026-09-305Established 2020-12-22. Current October 2026 period/status is not inferred. Run 21 OIG audit states the BPA was active during the audit and documents eight call orders as of June 2026. OIG September 2026 found insufficient annual BPA best-value reviews, a scope modification beyond the originally established term, inconsistent contractor-performance monitoring, and limited quality/performance incentives; SSA agreed to five recommendations.CON_CLOUD_CO1_2021contractCloud BPA Call Order 28321321FA0010133Infrastructure / CloudCall Order 1 under SSA Commercial Cloud Services BPA 28321321A00040003; funded the base year of the Cloud BPA.documented_historical_call_order2026-06-305OIG September 2026 audit documents the order and effective date 2021-04-14.CON_CLOUD_CO2_2022contractCloud BPA Call Order 28321322FA0010168Infrastructure / CloudCall Order 2 under SSA Commercial Cloud Services BPA; funded Option Year 1.documented_historical_call_order2026-06-305OIG audit documents effective date 2022-04-25.CON_CLOUD_CO3_2023contractCloud BPA Call Order 28321323FA0010120Infrastructure / CloudCall Order 3 under SSA Commercial Cloud Services BPA; funded Option Year 2.documented_historical_call_order2026-06-305OIG audit documents effective date 2023-04-17.CON_CLOUD_CO4_2024contractCloud BPA Call Order 28321324FA0010089Infrastructure / CloudCall Order 4 under SSA Commercial Cloud Services BPA; funded Option Year 3 cloud services and additional software.documented_historical_call_order2026-06-305Public audit does not identify the additional software product.CON_CLOUD_CO6_2025contractCloud BPA Call Order 28321325FA0010110Infrastructure / CloudCall Order 6 under SSA Commercial Cloud Services BPA; funded Option Year 4.documented_call_order2026-06-305OIG audit documents effective date 2025-04-21.CON_CLOUD_CO7_2026contractCloud BPA Call Order 28321326FA0010007Infrastructure / CloudCall Order 7 under SSA Commercial Cloud Services BPA; procured additional software.documented_2026_call_order2026-06-305The public audit does not identify the additional software product.CON_CLOUD_CO8_2026contractCloud BPA Call Order 28321326FA0010026Infrastructure / CloudCall Order 8 under SSA Commercial Cloud Services BPA; procured a data-warehouse management product capable of processing and analyzing data.documented_2026_call_order2026-06-305The public OIG report does not identify the product or vendor beyond the BPA contractor.CON_CREOAL_SSOARS_SERScontractSSOARS/SERS Application Database Administration and Operating System Services Task Order 28321323FDX03001228321323FDX030012Procurement / Finance SystemsSSA delivery order for application database administration and operating system services for SSOARS and SERS.in_progress_award2026-10-045USAspending reports start 2022-11-15, current end 2026-11-01, potential end 2028-05-01, obligated/current award amount $10,983,335.16 and potential award amount $15,351,640.92.CON_DCPS_LEIDOS_2018contractDCPS Support Delivery Order 28321318FDS03023128321318FDS030231ProcurementCompleted delivery order for contractor expertise, technical knowledge, IT support personnel and related resources for the SSA Disability Case Processing System program.completed_award2026-10-035USAspending reports start 2018-06-26, potential end 2022-09-28, current award about $11.2M and potential award about $142.9M.CON_DIGITAL_EVIDENCE_NOI_2026procurement_noticeDigital Evidence Management Notice of Intent 28321326RNOI0001828321326RNOI00018Procurement / Digital EvidenceSSA special notice announcing intent to sole-source a digital evidence management requirement.inactive_preaward_notice2026-09-255Visible SAM.gov notice does not identify the vendor/product in its description; no award is inferred.CON_DRN_2026contractSSA Data Replication Network Delivery Order 28321326FDX03003728321326FDX030037Procurement / Infrastructure / Disaster RecoverySSA delivery order under NASA SEWP V for Data Replication Network support for resilient real-time mainframe-data replication and disaster recovery.active_award2026-10-045USAspending shows $349,884; start 2026-06-15; end 2027-06-14.CON_FIRSTNET_BACKUP_2026procurement_noticeEmergency Backup FirstNet Equipment Solicitation 28321326Q0000030928321326Q00000309Infrastructure / ResilienceSSA solicitation for emergency satellite-backup equipment supporting FirstNet communications at critical facilities.solicitation_closed_no_award_observed2026-09-235Pre-award procurement evidence only; no awardee is inferred.CON_GRAND_SLLAMcontractGrand SLLAM Task Order 28321320FDX03001028321320FDX030010Procurement / TelecommunicationsSSA Local and Long Distance Access Management task order consolidating telephony services and locally purchased services under GSA EIS.documented_in_2025_gao_record2025-06-305Issued 2020-02-04. GAO said the most recent option year then in the record was set to end 2026-02-03; no October 2026 continuation is inferred.CON_HV_PRINTER_RFI_2026procurement_noticeHigh Volume Production Printers RFI 28321326RI000003628321326RI0000036Procurement / Printing InfrastructureSSA RFI for high-volume production printers for nationwide SSA offices, including DDS service improvement.inactive_rfi_no_award_observed2026-08-075SAM.gov notice was published 2026-07-09 and became inactive 2026-08-07; no award or selected product inferred.CON_MITRE_NETWORK_ASSESS_2026contractSSA Network Infrastructure Assessment Delivery Order 28321326FDX03008528321326FDX030085Procurement / Infrastructure / NetworkSSA delivery order awarded to MITRE for an independent third-party assessment of network infrastructure and future-state recommendations.observed_award_20262026-10-054Award mirror reports $725,000, period 2026-06-01 through 2027-05-31.CON_MONGODB_2026contractMongoDB Cloud BPA Call Order 28321326FA001021928321326FA0010219Procurement / Cloud / Data PlatformSSA BPA call order for MongoDB under Commercial Cloud Services BPA 28321321A00040003.observed_award_20262026-10-054Secondary federal-award data mirrors report award date 2026-09-24, about $2.989M obligated/current award and up to about $8.94M potential value. Primary USAspending detail page was not machine-readable in this run.CON_NGTP_VERIZONcontractNext Generation Telephony Project ContractProcurement / TelecommunicationsSSA contract with Verizon supporting design, implementation, testing, transition, training, operations and maintenance of NGTP.ended_2025-03-082025-04-235OIG reports SSA paid over $160M for NGTP platform deliverables/O&M/help desk and that the final option year ended 2025-03-08 with no further options exercised.CON_OPTS_ACCENTURE_BPAcontractBPA 28321321A00040017 - OPTS Software and Support28321321A00040017ProcurementSSA blanket purchase agreement for software and support services for the Online Processing and Tracking System.observed_open2026-10-035USAspending shows ordering through October 31, 2026.CON_ORACLE_MAINT_2026contractOracle, SERS, and SSOARS Software Maintenance Delivery Order 28321326FDX03011428321326FDX030114Procurement / Software MaintenanceSSA delivery order covering Oracle database/middleware/learning and SERS/SSOARS software maintenance, awarded to Emergent, LLC.observed_award_20262026-10-054Award mirror reports $3.907M, period 2026-08-18 through 2027-02-28. The bundled description does not prove that SERS or SSOARS use Oracle Database or Oracle Middleware.CON_OSEP_GIS_2025contractOSEP GIS Development and Support Services BPA Call 28321325FA001005128321325FA0010051Procurement / Security & Emergency PreparednessSSA BPA call for geographic information system development and support services for the Office of Security and Emergency Preparedness.completed_award2026-06-185USAspending shows start 2024-12-19, current end 2026-06-18, $1,563,373.66 obligated/current award. No specific GIS product, hosting platform, or cloud architecture is inferred.CON_PEGA_2026contractPega Re-Compete Award 28321326FDX03007228321326FDX030072ProcurementSSA award for Pega software modules, software maintenance and SaaS platform, with base period and two one-year options.observed_current2026-10-035USAspending shows $14.1525M current award amount and $50.1867M potential award amount; current end October 27, 2026 and potential end October 27, 2028.CON_PIE_IDIQ_2024contractElectronic Payroll Information Exchange Contract 28321324D0006002328321324D00060023ProcurementIndefinite-delivery contract for Electronic Payroll Information Exchange services awarded to Equifax Workforce Solutions.observed_award2026-10-034Award identity/vendor corroborated through FPDS-derived public procurement records; values should be validated against first-party award data before financial reporting.CON_PIE_TASK_2026contractPIE Matched Hits Task Order 28321326FDS03008128321326FDS030081Procurement2026-2027 delivery order for matched hits supporting Payroll Information Exchange.observed_award2026-10-034FPDS-derived public record reports approximately $55M and period June 1, 2026-May 31, 2027; validate directly before using financial totals.CON_SERVICENOW_BPA_2019contractSSA ServiceNow Software BPA 28321319A0004002428321319A00040024Procurement / IT Service ManagementPrior SSA ServiceNow software BPA referenced as the predecessor to BPA 28321325A00040016.historical_predecessor_reference2026-02-114Only the predecessor PIID and relationship are established from the current FPDS record; awardee, dates, ceiling, and detailed scope are not inferred.CON_SERVICENOW_BPA_2025contractSSA ServiceNow Software FSS BPA 28321325A0004001628321325A00040016Procurement / IT Service ManagementSSA single-award FSS blanket purchase agreement for ServiceNow software.observed_active_ordering_vehicle2026-10-045FPDS record states last date to order 2029-03-29, ceiling $97,786,140.39, and $20,665,339 obligated on orders in the cited February 2026 snapshot. Amounts are snapshot values, not asserted as October 2026 totals.CON_SONATYPE_NEXUS_2026contractSonatype Nexus Repository Renewal Delivery Order 28321326FDX03002228321326FDX030022Procurement / Application Development InfrastructureSSA delivery order for annual renewal of Sonatype Nexus Repository software, awarded to AccessAgility LLC.observed_award_20262026-10-054Award mirror reports $195,000, period 2026-04-03 through 2027-04-03, and identifies prior order 28321325FDX030060.CON_VIN_RFI_2026procurement_noticeVideo Integration Network RFI 28321326RI000002128321326RI0000021Procurement / Video Integration NetworkSSA request for information for a Video Integration Network requirement.inactive_rfi_no_award_observed2026-05-285Public notice supplies no architecture, product selection, awardee or contract value; none is inferred.CTRL_CDRWwork_controlCDR Development Worksheet Five-Day TickleCDRWDisability / CDR / Work ControlFive-day control placed on the CDR Development Worksheet in DCF to ensure expected MBR and/or SSR updates have posted after a CDR appeal determination.observed_current_policy2026-08-125Title II and concurrent cases can control both MBR and SSR; Title XVI controls the SSR. This is a control, not the update mechanism itself.CTRL_DECEFFECTwork_controleWork Decision Effectuation IssueDECEFFECTDisability / Work CDR / EffectuationeWork Development Worksheet issue used when a work-CDR decision cannot automatically update/effectuate the required Title II record action.observed_current2026-09-145Current POMS and EM-24037 document DECEFFECT exception routing, PCACS follow-up, and MBR verification.CTRL_DIBCESS_PCACSwork_controlDIBCESS PCACS IssueDIBCESSDisability / CDR / Processing CenterPCACS issue that field offices verify is pending when a Title II MBR CDR-appeal update does not automatically post within five days.observed_current_policy2026-08-125Public POMS identifies the issue and PCACS but does not expose the underlying background-program implementation for the issue.CTRL_ESERVICES_BLOCKwork_controlElectronic Services Access BlockeServices BlockIdentity / Digital Access ControlControl that blocks a customer’s electronic access to personal information; current SSA online text says a block can prevent online and automated telephone access.observed_current_control2026-10-065Standard block management is distinct from the temporary COVID-era elevated-block telephone removal process.CTRL_G845_DW01work_controlG845 DW01 Follow-Up IssueG845 DW01Title II / Development ControlMCS DW01 development issue used to control a G-845 request with a 20-federal-working-day follow-up period.observed_current_policy2026-09-175POMS specifies the issue label G845 and a 20-day follow-up. This is a work-control artifact, not a person record.DASH_ERPC_MIdashboardeRPC Management Information DashboardsRPC MI DashboardsDisability / Program Consultation AnalyticsDashboards in the RPC tool used to identify trends, track counts and rates, measure activities, and monitor issues.observed_current_policy_reference2026-10-075DASH_PIR_SUMMARYdashboardPIR Summary Metrics DashboardPIR DashboardIT Governance / Investment ManagementUnnamed Agency dashboard containing summary metrics for Post-Implementation Reviews.documented_historical_current_through_2026_audit2026-09-305OIG states dashboard data were separate from PIR report files on the shared site; technology is not identified.DATA_AC_RR_PUBLICdata_assetAppeals Council Requests for Review Data CollectionAppeals Council / Public DataPublic dataset reporting Appeals Council requests-for-review receipts, dispositions and pending workloads.cataloged_public_data2026-09-085Underlying dataset last updated 2024; catalog remained current in September 2026.DATA_ADRP_CONTACT_HISTORYdata_storeADRP Contact History TablePayee / Person IdentityApplication-described Contact History table recording contact results and comments including date, time and SSA employee entry; physical DBMS and separate storage unknown.documented_current_policy2026-10-075POMS explicitly calls this a table. This does not establish a standalone enterprise database.DATA_ADRP_DESIGNEE_INFOdata_elementADRP Advance Designee Profile AttributesPayee / Person IdentityDesignee name, telephone, optional relationship, ordered priority and update date; SSA says designee SSN is not collected.documented_current_policy2026-10-075DATA_ADRP_OR_RECEIPTdata_productADRP Designation Transaction Receipt in ORSPayee / CommunicationsReceipt copy preserved in Online Retrieval System after printed transaction receipts ceased being mailed effective July 1 2025.documented_current_policy2026-10-075DATA_ALJ_CASE_REVIEW_HISTdata_productDisability Case Review of ALJ Hearing Decisions Data, FY2009-2015ALJ Case Review DataHearings / Appeals / Quality / Open DataHistorical public dataset of post-effectuation quality-review agreement rates for favorable and unfavorable ALJ disability hearing decisions.historical_review_discontinued2026-10-055Federal Data Catalog identifier US-GOV-SSA-1547; SSA states it no longer conducts this review as of 2019.DATA_ALJ_PAMC_ADDRESSdata_elementALJ/PAMC Complaint-Derived Claimant AddressALJ/PAMC Claimant AddressHearings / Oversight / Address ProvenanceClaimant address maintained when supplied in an ALJ bias/misconduct complaint and relevant to the complaint.documented_current_pia_attribute2025-02-115Complaint-derived application attribute; PIA does not establish any update to PI/PERSON, Numident, MBR, SSR, or another authoritative program address.DATA_ARPS_VPATdata_elementARPS VPAT Case CharacteristicVPATAppeals / Disability / PriorityVAPT priority case characteristic added in Appeals Review Processing System.observed_current_policy2026-10-075Current POMS identifies ARPS VPAT for matched VAPT cases.DATA_AVC_DEBTOR_ADDRdata_elementAVC Verified Debtor AddressAVC verified addressAddress Provenance / Debt CollectionVerified debtor address returned by the Address Verification Contractor for ECO pre-offset notice mailing.observed_current_lookup_attribute2025-05-085If AVC does not provide a good address, ECO may use a recently updated MBR/SSR address; no source establishes that the AVC address overwrites MBR, SSR, Numident, or PI/PERSON.DATA_AWARD_TERMINATION_TRANSACTIONdata_storeAnnual Award and Termination Transaction FileTitle II / Statistical Production / HistoricalHistorical SSA statistical transaction file used as a source for disability award and termination statistics during portions of 2000 through 2011.historical_statistical_source_2000_20112026-10-0552024 disability statistical report documents a 1-percent sample for 2000-2001 and 100-percent award data for 2002-2011; some termination tables use the file for 2004-2011.DATA_AWI_RAW_WAGEdata_productSSA Raw Average Wage DataRaw Average Wage DataActuarial / Earnings StatisticsOACT published series of average wages per worker with underlying worker counts and aggregate wage amounts used to develop the national Average Wage Index.observed_current_publication2026-10-055Current OACT page publishes raw average wage data and explicitly distinguishes average per worker from average per job.DATA_AWI_SERIESdata_productNational Average Wage Index SeriesAWIActuarial / Earnings StatisticsSSA national Average Wage Index time series used in Social Security program indexing and automatic determinations.observed_current_publication2026-10-055OACT currently publishes the series through 2024, with 2024 AWI 69,846.57. The Atlas stores lineage, not individual annual values.DATA_BENDATAdata_assetState Beneficiary Data FileBENDATAExternal Data Exchange / State ServicesFile sent by a state to SSA to request SSA data for BENDEX processing.observed_current_documentation2026-10-035Current SSA Data Exchange glossary defines the file and processing cutoff.DATA_BENDEX_CITIZENSHIPdata_elementBENDEX Citizenship Occurrence Dataperson identityBENDEX citizenship occurrence data, including occurrence start/stop dates, country, and U.S.-proof information where present.observed_active2026-10-065Exchange field set; no inference about upstream physical storage.DATA_BENDEX_PAYEE_ADDRdata_elementBENDEX Payee Mailing Addressaddress provenancePayee name and mailing-address fields transmitted in the BENDEX response record, including street, city, State, and ZIP data.observed_active2026-10-065Exchange representation; not modeled as a separate authoritative address master.DATA_BENDEX_RESPONSEdata_structureBENDEX Response Recordexternal exchangesStructured BENDEX record returned by SSA to participating State partners with Title II beneficiary, payment, entitlement, identity, address, and related fields documented in the BENDEX record layout.observed_active2026-10-065Record-layout object; does not imply a distinct physical database.DATA_BENDEX_RES_SCCdata_elementBENDEX State and County Code of Residenceaddress provenanceFive-position State and county code in the BENDEX response reflecting the beneficiary's residence geography.observed_active2026-10-065Residence-geography attribute, not a complete street address.DATA_BENDEX_VERIFIED_BOANdata_elementBENDEX Verified Beneficiary Own Account Numberperson identityVerified beneficiary own-account-number indicator/value carried in the BENDEX response layout.observed_active2026-10-065Identity-related exchange field.DATA_BENEF_ABROAD_ACTUAL_RESIDENCEdata_elementBeneficiary Abroad Actual Residence AddressActual Residence AbroadTitle II / International / Address ProvenanceActual residence address that a beneficiary abroad must keep SSA advised of even when using a U.S. mailing address.observed_current_policy_attribute2024-02-075Physical persistence location is not established by this source.DATA_BEPUF2020_BENEFITSdata_productBEPUF 2020 Benefits SubfileBenefits SubfileResearch / Public-Use MicrodataFully synthetic Benefits Subfile in BEPUF 2020 containing benefit-related variables and linked at record level to the Earnings Subfile by synthetic beneficiary identifier.current_publication2026-045Federal Data Catalog identifier US-GOV-SSA-3267. April 24, 2026 errata removed AIME, PIA, and nEarns from this subfile after calculation errors were identified.DATA_BEPUF2020_EARNINGSdata_productBEPUF 2020 Earnings SubfileEarnings SubfileResearch / Public-Use MicrodataFully synthetic Earnings Subfile in BEPUF 2020 containing taxable earnings histories and linked at record level to the Benefits Subfile by synthetic beneficiary identifier.current_publication2026-045Federal Data Catalog identifier US-GOV-SSA-3268. SSA cautions that the synthetic earnings history and monthly benefit relationship is statistically modeled rather than computed under program rules.DATA_BEPUF_2020data_productBenefits and Earnings Public-Use File, 2020BEPUF 2020Research / Public-Use MicrodataFully synthetic microdata product statistically representing a self-weighted 10 percent sample of the current adult OASDI beneficiary population as of December 2020.current_publication2026-045Released May 2025 and updated April 2026. SSA states no released record can be matched to a real beneficiary; synthetic values are modeled statistically.DATA_BE_PUFdata_assetBenefit and Earnings Public Use FileResearch Data / PrivacySynthetic public-use microdata generated with machine-learning methods to support benefits and earnings research while protecting privacy.deployed2025-05-015Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.DATA_BLS_CPIWexternal_data_productConsumer Price Index for Urban Wage Earners and Clerical WorkersCPI-WExternal Statistical Input / ActuarialMonthly Bureau of Labor Statistics consumer-price index used by SSA in statutory cost-of-living adjustment calculations.observed_current_series2026-10-065OACT republishes the national CPI-W series and states BLS calculates it monthly.DATA_BSO_ACTIVATION_CODEaccess_control_artifactBSO Employer Service Activation CodeBSO Activation CodeEmployer Services / Identity & AccessTime-sensitive activation code mailed to an employer after a BSO user requests employer services.observed_current2026-10-055Current SSA guidance states the code is mailed to the employer address on file with IRS and then entered in BSO.DATA_BSO_IRS_EMPLOYER_ADDRESSdata_elementIRS-Registered Employer Address Used for BSO ActivationIRS Employer AddressEmployer Services / Address ProvenanceEmployer address on file with IRS used by SSA to mail a Business Services Online employer-suite activation code.observed_current_controlled_use2026-10-055Use is documented for BSO activation/authorization mailing. Do not infer that this value becomes an SSA person, employer master, Numident, MBR, or SSR address.DATA_CARdata_artifactCertified Administrative RecordCARAppeals / Federal CourtCertified administrative record prepared for Social Security federal-court litigation and made available electronically for routing/filing.observed_current_hallex2026-10-055HALLEX documents an electronic route through eView and USAfx; some jurisdictions still require paper copies.DATA_CAWR_EIN_TAXYEAR_KEYlogical_data_elementCAWR Employer EIN and Tax-Year Matching KeysEIN/TYEarnings / IRSEIN and tax year are explicitly used to reconcile SSA employer W-2 totals with corresponding IRS employer tax filings; not an individual mailing-address matching key.documented_current_policy2026-10-075DATA_CEF_FLAGdata_artifactCertified Electronic Folder FlagCEF FlagDisability / Electronic FolderUser-created CEF flag identifying special case-handling situations, with a flag type, optional text, and system metadata.observed_current_policy2026-04-275Only one flag of each type can exist for a folder. Flags persist for the life of the case, including appeals, unless manually deleted; closure does not automatically delete them.DATA_CEF_MESSAGEdata_artifactCertified Electronic Folder MessageCEF MessageDisability / Electronic FolderUser-created CEF case-handling message created in EDCS or eView with message text and optional expiration.observed_current_policy2026-04-275Messages are not official documentation of case-processing actions. They persist until expiration or manual deletion.DATA_CE_PROVIDER_ADDRdata_elementDDS CE Provider AddressDisability / Consultative Examinations / Address ProvenanceAddress maintained for an individual who performs consultative examinations for a State DDS.observed_current_sorn2026-10-065Business/provider address, not a claimant or beneficiary program address.DATA_CE_PROVIDER_CREDENTIALdata_structureDDS CE Provider Credential RecordDisability / Consultative Examinations / Provider IdentityCE provider medical-license and credential information, including license number and expiration date.observed_current_sorn2026-10-065Maintained in CE Provider File; source does not establish a separate credential database.DATA_CE_PROVIDER_OVERSIGHTdata_structureDDS CE Provider Oversight RecordDisability / Consultative Examinations / Program IntegrityCE provider record of report timeliness and quality, fees, site visits, agency oversight, exclusion information, scheduling preferences, and investigations.observed_current_sorn2026-10-065Logical record grouping based on the current SORN; no separate physical repository is inferred.DATA_CE_PROVIDER_PHOTO_IDdata_artifactDDS CE Provider Photo Identification ImageDisability / Consultative Examinations / Provider IdentityImage of a CE provider photo identification card maintained in the CE Provider File.observed_current_sorn2026-10-065SORN explicitly lists photo-ID images among record categories.DATA_CLIENT_LANGUAGE_PREFdata_assetLanguage Preferences for Written and Spoken CommunicationsClient Language PreferencesShared Client Data / LanguageNon-public SSA client-data asset containing written and spoken language preference when the preference is other than English.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-568; catalog tags include CLIENT, T2, and T16. Current physical extraction/storage topology is not stated.DATA_CMA1045_EMPLOYER_ADDRdata_elementCMA 1045 Employer AddressEarnings / External Exchange / Address ProvenanceEmployer address information SSA is scheduled to disclose to OPM with matched wage and self-employment data under CMA 1045.scheduled_exchange_field2026-10-065This is an employer/business address originating from SSA earnings records, not a beneficiary mailing address.DATA_CMA1071_SVES_INDdata_elementCMA 1071 SVES IndicatorSVES IndicatorExternal Exchange / Title II / Request RoutingIndicator OPM submits under CMA 1071 to request Title II benefit information from the Master Beneficiary Record through SVES.scheduled_exchange_field2026-10-065Federal Register notice explicitly identifies the SVES indicator as part of OPM input.DATA_CMS1957data_artifactCMS-1957 State Buy-In Problem ReportCMS-1957Medicare / State CoordinationFormer physical report used to escalate State buy-in problems to CMS Premium Module staff.retired_2026_04_012026-04-015CMS stopped using the physical form April 1, 2026; issue submission moved to email.DATA_CMS_EDBdata_assetCMS Enrollment DatabaseEDBExternal Data / MedicareCMS source system used in CMA 1094 to provide Medicare enrollment information.documented_current_exchange_source2026-10-035CMS SOR 09-70-0502.DATA_CMS_HIXdata_assetCMS Health Insurance Exchange SystemHIXExternal Data / CMSCMS system of records supporting ACA marketplace requests and match results for the SSA-CMS matching program.observed_current_exchange_source2026-03-095CMS SORN 09-70-0560.DATA_CMS_LTC_MDSdata_assetCMS Long-Term Care Minimum Data SetLTC/MDSExternal Data / MedicareCMS source system used in CMA 1094 to identify nursing-facility residence and related status information.documented_current_exchange_source2026-10-035CMS SOR 90-70-0528.DATA_CMS_NCHdata_assetCMS National Claims HistoryNCHExternal Data / MedicareCMS source system used in CMA 1094 to provide Medicare claims-history information for non-utilization matching.documented_current_exchange_source2026-10-035CMS SOR 09-70-0558.DATA_COA_INETdata_productInternet Change of Address Applications - Monthly VolumeInternet COA VolumeTitle II / Digital Service AnalyticsPublic monthly national counts of Internet Change of Address transactions.current_public_data_product2026-07-105Federal Data Catalog identifier US-GOV-SSA-1404.DATA_COMBINED_DISABILITY_APTdata_productCombined Title II Disability and Title XVI Blind and Disabled Average Processing TimeCombined Disability APTdisability and public dataMonthly public dataset measuring overall cumulative elapsed days from filing through payment or denial for initial Title II disability and Title XVI blind/disabled claims requiring a medical determination, excluding technical denials.observed_current_publication2026-10-065Federal Data Catalog identifier US-GOV-SSA-1406; updated July 10, 2026.DATA_CONGRESSIONAL_STATS_2025data_productCongressional Statistics, 2025Congressional Statistics 2025Statistics / Publications / Congressional DistrictsState and Congressional-district OASDI and SSI fact sheets using data as of December 2025 for the 119th Congress.current_publication_20262026-10-065Federal Data Catalog ID US-GOV-SSA-3372. Source page does not establish the physical production system.DATA_CONG_OASDI_2025data_product2025 Congressional Statistics OASDI District TableStatistical / CongressionalCongressional district counts and monthly amounts for OASDI beneficiaries, derived from MBR 100-percent data with USPS congressional geographic data.documented_current_policy2026-10-075DATA_CONG_SSI_2025data_product2025 Congressional Statistics SSI District TableStatistical / CongressionalCongressional district counts and monthly amounts for SSI recipients, derived from SSR 100-percent data with USPS congressional geographic data.documented_current_policy2026-10-075DATA_CORE_DAILY_DEATH_FILEdata_artifactFiscal Service CORE Daily Death FileCORE Daily Death FileExternal / Treasury / Death / Payment ControlDaily file sent by the Bureau of the Fiscal Service to the Federal Reserve Bank handling CORE after SSA reports a payee death and related stop-payment information.observed_current2026-10-075File transport, format, retention, and field layout are not disclosed by the cited public POMS.DATA_CPMS_VPATdata_elementCPMS VPAT Case CharacteristicVPATHearings / Disability / PriorityVAPT priority case characteristic historically added in CPMS.historical_parent_retired_current_poms_reference2026-10-074Current POMS still describes CPMS VPAT, but Atlas evidence records CPMS retired 2025-09-26; do not infer current CPMS production use.DATA_CSCRA_QUESTIONNAIREdata_artifactCSCRA QuestionnaireCSCRA QuestionnaireCybersecurity / Third-Party RiskQuestionnaire used to collect third-party supply-chain and cybersecurity risk information before SSA contract award.observed_current2026-10-055OAG lists high-level questionnaire categories including foreign ownership/control, non-U.S. labor, incident history, economic status, and executive background.DATA_CSRQ_VAPT_ALERTwork_controlCustomer Service Record Query VAPT Expedited Procedures AlertVAPT CSRQ AlertDisability / Customer ServiceCustomer Service Record Query alert stating VA 100% P&T - Use Expedited Procedures, displayed in VIPr and the Customer Information Control System.observed_current_policy2026-10-075Current POMS writes the acronym as CSQR while the Federal Data Catalog entity in the Atlas is CSRQ; alias/conflict retained.DATA_CSR_HIGH_RISK_ALERTdata_artifactCustomer Service High Risk AlertHigh Risk AlertCustomer Service / Physical SecurityAlert information about persons SSA reasonably believes may pose a security risk when contacting an SSA facility.observed_current_sorn_attribute2025-08-205SORN 60-0350 identifies source of report from AIRS. No backend or synchronization mechanism is inferred.DATA_CSR_VISITOR_MAILING_ADDRESSdata_elementCustomer Service Visitor Mailing AddressCustomer Service / Address ProvenanceMailing-address attribute maintained within visitor/customer-service records under SORN 60-0350.observed_current_sorn_attribute2025-08-205Source categories are broad; do not infer that this mailing address comes from or updates MBR, SSR, Numident, or PI/PERSON.DATA_CWHSdata_assetContinuous Work History SampleCWHSEarnings / Actuarial / ResearchRecurring 1-percent SSA work-history sample used in current statistical and actuarial work, including covered-worker and insured-status estimates.observed_current_data_asset2026-10-055Current 2026 actuarial/statistical sources confirm continued use. Historical SSA documentation describes lineage from MEF, Numident, and MBR; that lineage is retained with historical observation dates rather than assumed unchanged in implementation detail.DATA_CYBER_RISK_REGISTERgovernance_data_artifactCybersecurity Risk RegisterEnterprise Security / Risk ManagementSSA cybersecurity risk register used in the agency risk-management program.observed_current_improvement_needed2026-09-245FY2026 OIG evidence says SSA needed to improve the Cybersecurity Risk Register. Storage technology, schema, workflow tooling, and system of record are not public.DATA_DAFdata_assetDisability Analysis FileDAFDisability / Research AnalyticsAnnual research database assembled from multiple SSA administrative files to support disability/work research and evaluation.production_discontinued_after_2023_partial2026-10-035FY2026 budget says the FY2022 continuation contract ended in FY2025; DAF 2023 was mostly complete and DAF 2024-2026 are no longer planned.DATA_DCF_PROBLEM_REPORTdata_artifactDCF Problem ReportDCF Problem ReportDisability / CDR / Exception HandlingProblem report submitted through usual channels when specified CDR update controls do not explain a missing Title II update.observed_current_policy2026-08-125Public POMS establishes the report trigger but not the submission platform, persistence store, or routing mechanism.DATA_DCR_LOCATION_V32data_elementDisability Case Review Location Code V32V32Disability / Work RoutingSSA location code identifying Disability Case Review for routing specified disability claims.observed_current2026-04-165Current POMS explicitly identifies DCR location code V32.DATA_DDFP_BLOCKdata_assetDirect Deposit Fraud Prevention BlockDDFP BlockPayments / Fraud PreventionRecord-level control that can require a beneficiary, recipient, or representative payee to make direct-deposit changes in person.observed_current2026-10-035DATA_DDS_ACCURACYdata_productDisability Determination Services Accuracy DataDDS Accuracy DataDisability / Quality / Open DataPublic state and national accuracy-rate dataset for SSA reviews of DDS disability medical determinations, covering fiscal year 2007 and later.observed_current_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-344.DATA_DDS_CE_MER_FEE_SCHEDULEdata_artifactDDS CE and MER Fee ScheduleCE/MER Fee ScheduleDisability / Consultative ExaminationsCurrent consultative-examination and medical-evidence-of-record fee schedules uploaded annually by DDS components.observed_current2026-09-025DATA_DDS_CE_OVERSIGHT_REPORTdata_artifactDDS Annual Consultative Examination Oversight ReportCE Oversight ReportDisability / Consultative ExaminationsAnnual DDS report covering CE oversight and medical/professional-relations activity for the preceding fiscal year.observed_current2026-09-025DATA_DDS_CE_PROVIDER_LISTdata_artifactDDS Consultative Examination Provider ListCE Provider ListDisability / Consultative ExaminationsAnnual list of CE providers, including key/volume providers and provider-removal/onsite-review information.observed_current2026-09-025DATA_DDS_STATE_MONTHLY_WORKLOADdata_productSSA State Agency Monthly Workload DataState Agency Monthly WorkloadDisability / DDS / Public DataPublic monthly disability workload dataset containing historical and current information on claims referred to state Disability Determination Services and similarly involved federal components.observed_current_public_data_product2026-10-055Monthly data begin October 2000. Current documentation describes DIODS as the definitive workload-management store and explains that published summaries derive from row-level disability case data.DATA_DD_INETdata_productInternet Direct Deposit Applications - Monthly VolumeInternet DD VolumeTitle II / Digital Service AnalyticsPublic monthly national counts of Internet Direct Deposit applications.current_public_data_product2026-07-105Federal Data Catalog identifier US-GOV-SSA-1405.DATA_DD_NATIONAL_TRENDSdata_productNational Trends in Direct Deposit ParticipationDirect Deposit TrendsPublic Data / PaymentsSSA public historical series reporting the percentage of Social Security and SSI payments made by direct deposit across fiscal years.observed_current2026-10-075Page reports September 2026 participation values and a long historical series; internal production lineage is not disclosed.DATA_DECOR_IRS_SE_ADDRESSdata_elementIRS-Derived Self-Employed Worker Address for DECORDECOR IRS AddressAddress Provenance / IRS / EarningsAddress derived from IRS-provided data and historically used by SSA to mail SSA-L2765-C1 to a self-employed worker.historical_documented_use2026-10-075This is explicit evidence of IRS-derived address use for correspondence, not evidence of an automatic update to Numident, MBR, SSR, or PI/PERSON.DATA_DECOR_W2_EMPLOYEE_ADDRESSdata_elementW-2-Derived Employee Address for DECORDECOR W-2 AddressAddress Provenance / EarningsEmployee address derived from Form W-2 and historically used to mail SSA-L3365-C1.historical_documented_use2026-10-075Correspondence-use provenance only; no master-record update path established.DATA_DHS_ADMISSION_NUMBERdata_elementDHS Admission NumberAdmission NumberIdentity / Immigration VerificationDHS immigration-document identifier that SSA can use, like an A-Number, to query SAVE.observed_current_policy2026-10-055Current lawful-presence policy says an A-Number or Admission Number is required for the online SAVE query in the documented workflow.DATA_DIB_INTERNET_APPS_2247data_productInitial Disability Insurance Applications Filed via the Internet Data CollectionUS-GOV-SSA-2247Title II Disability / Public DataMonthly national data for initial SSDI applications filed via the Internet and comparable non-Internet channels, excluding online SSI disability applications.observed_current_public_data_product2026-07-105Federal Data Catalog collection identifier US-GOV-SSA-2247; CSV publication for fiscal years 2012 and later.DATA_DIFSLA_FINDERexchange_productSSA DIFSLA Finder FileDIFSLA Finder FileTitle XVI / IRS Match / Exchange DataSSA input/tickler file for CMA 1016 containing SSN and four-character surname name control for individuals for whom SSI unearned-income information is requested.active_matching_program2026-10-055CMA 1016 expects roughly 18 million finder records per fiscal year. IRS retains the input/tickler file approximately 90 days and treats it as transitory intermediate input.DATA_DIFSLA_FO_ALERTwork_controlDIFSLA IRS Field Office Development AlertDIFSLA IRS AlertTitle XVI / IRS Match / Work ControlWork alert released to SSA field offices for development after IRS-match records pass screening and profiling.observed_in_current_cma_attachment2026-10-064CMA attachment reports 86,987 alerts completed by field offices in FY2023; exact mapping between this alert and the 5B diary is not asserted here.DATA_DIFSLA_PAYEE_ADDRESSdata_elementIRS DIFSLA Payee Mailing AddressDIFSLA Payee AddressTitle XVI / IRS Match / Address ProvenancePayee name and mailing-address element returned by IRS in a CMA 1016 DIFSLA match response.active_matching_program2026-10-055Federal tax information restricted to SSI eligibility/payment verification. The agreement does not establish automatic overwrite of SSR, Person, Numident, MBR, or any SSA master address.DATA_DIFSLA_PAYER_ADDRESSdata_elementIRS DIFSLA Payer AddressDIFSLA Payer AddressTitle XVI / IRS Match / Third-Party ProvenancePayer name and address element returned by IRS in a CMA 1016 DIFSLA match response.active_matching_program2026-10-055This is a third-party payer address, not a claimant residence/mailing address. Use is constrained by the CMA and IRC 6103.DATA_DIFSLA_RESPONSEexchange_productIRS DIFSLA Response RecordDIFSLA ResponseTitle XVI / IRS Match / Exchange DataIRS response record produced for individuals identified by SSA in CMA 1016, carrying matched unearned-income information from IRMF.active_matching_program2026-10-065CMA 1016 states IRS provides a response record for each individual identified by SSA; one individual may yield multiple response records. Current CMA also requires SSA to destroy the matching file after the match purpose is served and applicable legal retention requirements are met; no permanent separate DIFSLA person repository is inferred.DATA_DIGID_ACCESS_LOGdata_artifactDigital Identity Access Activity LogDigital Access Logidentity and access managementDate/time, activity logs, IP address, internet activity and related access records for SSA computers, networks, online programs and applications.observed_current_sorn2026-10-065Current SORN 60-0373.DATA_DIGID_DEVICE_FINGERPRINTdata_elementDigital Identity Device FingerprintDevice Fingerprintidentity and access managementBrowser/device information collected from a device used to access SSA IT services, including a device fingerprint.observed_current_sorn2026-10-065Current SORN 60-0373.DATA_DIGID_EVIDENCE_IMAGEdata_artifactDigital Identity Evidence ImageIdentity Evidence Imageidentity and access managementImage of identity evidence such as a driver license maintained as part of digital identity processing where applicable.observed_current_sorn2026-10-065Current SORN 60-0373.DATA_DIGID_POSTAL_ADDRESSdata_elementDigital Identity File Postal Address AttributesDigital Identity Postal AddressIdentity / Address ProvenancePostal address information stored as an attribute within the Digital Identity File Record System.observed_current_sorn_attribute2025-08-205Address is held for digital identity processes. No authoritative evidence found that this attribute updates PI/PERSON, Numident, MBR, or SSR.DATA_DIGID_PROOF_RESULTdata_elementDigital Identity Proofing ResultProofing Resultidentity and access managementPass/fail indicator and related transaction outcome information maintained for digital identity proofing or authentication.observed_current_sorn2026-10-065Current SORN 60-0373.DATA_DIGID_RISK_CONFIDENCEdata_elementDigital Identity Confidence and Risk IndicatorIdentity Confidence/Riskidentity and access managementLevel of confidence in provided identity/attributes and indicators of potential risk factors.observed_current_sorn2026-10-065Current SORN 60-0373.DATA_DIGID_TRANSACTION_RECORDdata_structureDigital Identity Transaction RecordDigital Identity Transactionidentity and access managementArchived and historical digital-identity transaction data including transaction identifiers, timing, codes, and related credential/proofing attributes.observed_current_sorn2026-10-065Current SORN 60-0373; logical record grouping, not a claim of a separate database.DATA_DIGID_W2SE_ADDRESSdata_elementW-2 and Schedule-SE Address Attributes in Digital Identity FileW-2/Schedule-SE AddressIdentity / Address ProvenanceAddress attributes from W-2 and Schedule-SE forms included among records maintained in the Digital Identity File Record System.observed_current_sorn_attribute2025-08-205The SORN lists these address attributes but does not establish the precise upstream source path or any program-master update path.DATA_DIRECT_DEPOSIT_NOCexchange_productDirect Deposit Notification of ChangeNOCPayments / Direct Deposit / Financial Institution ExchangeElectronic financial-institution change message used to notify SSA of routing transit number, depositor account number, or account-type corrections that do not require a different account.observed_current_policy_reference2026-10-055POMS states NOCs are transmitted electronically to SSA through ACH and resulting information appears on the Title II or Title XVI record.DATA_DIRECT_DEPOSIT_PRENOTEexchange_productDirect Deposit PrenotificationPrenotePayments / Direct Deposit / Financial Institution ExchangePrenotification message indicating that SSA will soon begin sending payments to a specified account.observed_current_policy_reference2026-10-054Defined in active POMS. Public policy reviewed in this run does not establish the internal generating system or persistence mechanism.DATA_DISABILITY_DENIAL_REVIEWSdata_productDisability Denial Reviews DataDenial Review DataDisability / Quality / Open DataPublic annual national dataset showing reviewed DDS denials, returned cases, reversals, return rates and reversal rates for fiscal year 2013 and later.observed_current_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-1495.DATA_DISABILITY_RECON_APTdata_productDisability Reconsideration Average Processing Time DataReconsideration APTDisability / Appeals / Open DataPublic dataset of cumulative elapsed processing time for disability reconsideration claims requiring a medical determination, fiscal year 2014 and later.observed_current_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-1768. SSA says elapsed days are electronically collected for every processed disability reconsideration case and presented using business-intelligence capabilities; no specific repository is inferred.DATA_DISABILITY_RESEARCH_FILEdata_storeDisability Research FileDisability / Research AnalyticsSSA research file updated annually with disability-application information used to determine and publish application outcomes through the conclusion of the administrative appeals process.observed_current_statistical_source2026-10-055Public statistical methodology establishes annual update and publication use, but does not disclose physical platform, schema, or detailed source-extract process.DATA_DISALLOWED_APP_FILEdata_storeDisallowed Application FileIdentity / Enumeration / Program IntegritySSA file referenced during identity-evidence assessment; the presence of an applicant record is an indicator that the applicant may not be who they claim to be.observed_current_policy_reference2026-10-055POMS establishes the file as a risk indicator but does not disclose physical platform, population criteria, retention, or whether lookup is automated within SSNAP.DATA_DMFdata_assetDeath Master File / SSA Death Information FilesDMFDeath / Data ExchangeFiles of death information compiled from SSA's Enumeration System/SSN-holder master records; public limited file is distributed through NTIS.observed_current2026-10-035Full file and public/limited-access file have different statutory access rules.DATA_DMS_AUTOMATED_RECEIPTdata_artifactDMS Automated Remittance ReceiptAutomated ReceiptPayments / Debt / RemittancesDMS-generated receipt that serves as the remitter's record of payment to SSA in field-office remittance processing.observed_current2026-10-075Distinct from the associated payment coupon already mapped in the Atlas.DATA_DMS_EXPLANATION_PROTEST_REASONdata_elementDMS Explanation Protest ReasonExplanation Protest ReasonTitle II / Debt ManagementDebt Management System protest/stop-recovery reason used to classify a request for an explanation of a Title II overpayment and suspend recovery while it is resolved.observed_current2026-10-075Current POMS instructs FO/PSC staff to use the explanation protest reason; OIG reported processing errors involving system indicators.DATA_DMS_FO_COUPONdata_artifactDMS Field Office Payment CouponPayments / Debt / RemittancesDMS-generated payment coupon containing receipt and scan-line information used by MATPSC to credit remittance accounts.observed_current2026-10-045Current March 2026 POMS states MATPSC scanner relies on the coupon scan line.DATA_DNEexchange_productDeath Notification EntryDNEPayments / Death / Direct DepositElectronic non-monetary death notification sent by SSA to the direct-deposit financial institution with payment identifiers and date-of-death information.observed_current_policy_reference2026-10-055DNE is generated after verified death is posted to the Title II or Title XVI record and is part of the automated EFT reclamation sequence.DATA_DOD_SSI_ADDRESSdata_elementDoD/SSI Interface Beneficiary AddressDoD SSI AddressTitle XVI / External Exchange / Address ProvenanceBeneficiary address and ZIP code carried in the Department of Defense extract used by the SSI/DOD interface.current_documented_interface_attribute2026-10-065POMS legend explicitly identifies DOD as the source for beneficiary address and ZIP. No master-address update path is documented.DATA_DOL_BLC_MONTHLY_FILEdata_assetDOL Black Lung Part C Monthly Payment FileDOL BL Part C fileExternal Data / Black LungMonthly DOL file containing live miners entitled to Part C Black Lung benefits used for SSA offset processing.observed_current_reference2026-10-034Detailed POMS is older; active CMA and current POMS references support continued exchange context.DATA_DOTexternal_data_referenceDictionary of Occupational TitlesDOTDisability / Occupational DataLegacy Department of Labor occupational reference that remains SSA's main occupational information source pending OIS replacement; DOL stopped updating it in 1991.legacy_primary_reference_pending_ois2026-10-065The Atlas records current SSA reliance and planned replacement, not a claim that DOT itself is an SSA-operated system.DATA_DOWRdata_assetDistrict Office Workload ReportDOWREnterprise Data / Work MeasurementSSA work-measurement data used for weekly and monthly mission workload volume counts and receipt-date reporting.observed_current2026-07-105DATA_DSI_EOL_QAdata_storeDisability Service Improvement End-Of-Line Quality AssuranceDSI EOL QADisability / Quality AssuranceNon-public SSA dataset containing sampled disability cases to support end-of-line quality assurance reviews.current_federal_data_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-84; catalog modified 2026-09-08 and inventoried 2016-06-24.DATA_DX_SOFTWARE_LICENSE_GRANTaccess_control_artifactData Exchange Software License GrantData Exchange Software LicenseExternal Data Exchange / SecuritySSA-issued software-license grant, generally providing test and production licenses, for an external entity to communicate with SSA where required and contractually permitted.observed_current_policy2026-10-055Current policy states the licenses are for the sole purpose of communication with SSA and external hosting/outsourcing remains subject to security requirements.DATA_E2960data_artifactElectronic SSA-2960 Totalization Transmittal/Request/Certification Form Familye2960Title II / International / TotalizationCountry-specific electronic liaison-form family generated through TDCP for Totalization claims, requests and certifications.observed_current2026-10-045Country-specific variants exist; Run 35 directly validates the USA/RO 3 Romania variant.DATA_E4962data_artifactElectronic Totalization Data Collection Forme4962Title II / International / TotalizationElectronic form used in TDCP to establish, update and clear Totalization claim and foreign-assistance-request records.observed_current2026-10-045Replaces paper SSA-4962-U2.DATA_EAB_BCNdata_elementEnumeration at Birth Birth Certificate NumberBCNIdentity & Enumeration / Vital RecordsState-assigned birth certificate number transmitted to SSA in the EAB request and represented on EAB Numident records.current_documented_data_element2026-10-065State vital statistics assigns the BCN. No inference is made that SSA creates or modifies the state value.DATA_EAB_MOTHER_ADDRESSdata_elementEnumeration at Birth Mother AddressEAB Mother AddressIdentity & Enumeration / Address ProvenanceAddress of the mother transmitted by a state vital statistics office with a newborn EAB request.current_documented_transmitted_attribute2026-10-065Transmission to SSA is authoritative. Public evidence does not establish persistence as an SSA mailing/residence master address or an update to PI/PERSON, MBR, SSR, or another program master.DATA_EAE_DHS_DOS_MAILING_ADDRESSdata_elementEAE DHS/DoS SSN Card Mailing AddressEAE Card Mailing AddressIdentity & Enumeration / Address ProvenanceMailing address collected in the immigrant visa/admission process and carried through Enumeration at Entry for SSA to mail an original or replacement Social Security card.observed_current_policy_reference2026-10-065Card-delivery address; no automatic propagation to PI/PERSON, MBR, SSR, or another program master address is established.DATA_EBE_USCIS_MAILING_ADDRESSdata_elementUSCIS-Provided EBE SSN Card Mailing AddressEBE Card Mailing AddressIdentity & Enumeration / Address ProvenanceMailing address supplied by an applicant on a USCIS application and transmitted in the Enumeration Beyond Entry process for SSA to mail an original or replacement SSN card.observed_current_policy_reference2026-10-055The address supports card delivery. Current POMS does not establish automatic propagation from this EBE address to MBR, SSR, Person, or another program master record.DATA_ECO_MASTER_RECORDdata_structureECO Master RecordECO MasterDebt & External CollectionsLogical ECO record structure on which undeliverable pre-offset notices and AWG status/address information are recorded and queried.observed_current_policy2026-10-055Public policy calls this ECO Master or ECO Master File. Exact physical identity or containment relationship with the separately cataloged External Collection Operation Data File is unresolved.DATA_EDCS_FOLDER_NUMBERdata_elementEDCS Folder NumberEDCS Folder NumberDisability / Case IdentityUnique identifying number assigned to an electronic disability case when the Field Office creates the case in EDCS.observed_current_policy_reference2026-10-075POMS says the number is unique to the case and appears on the EDCS routing form.DATA_EDCS_UAT_ALERTdata_artifactEDCS Update-After-Transfer AlertUAT AlertDisability / WorkflowEDCS alert used to notify the DDS or other office holding jurisdiction of a post-transfer change, including claimant address changes.observed_current_reference2026-10-055Current disability policy explicitly calls the address-change notification a UAT Alert; no transport/protocol is inferred.DATA_EDIB_ADDR_CHANGE_REPORTdata_artifacteDIB Post-Adjudicative Address Change ReportDisability / Address Provenance / Electronic Case RecordsPost-adjudicative report of a claimant or beneficiary change of address maintained within the Electronic Disability Claim File record set.observed_current_sorn2026-10-065SORN 60-0320 explicitly lists reports of changes of address among post-adjudicative actions entered into computer processes. This record is not treated as proof of an automatic MBR, SSR, Numident, or PI/PERSON update.DATA_EDIB_EMSG_SELECTIONdata_elementeDIB Electronic Messaging SelectionDisability / Customer CommunicationsOpt-in or opt-out selection for electronic messaging maintained in the eDIB Claim File.observed_current_sorn2026-10-065Added to the 2026 modified SORN; implementation/user-interface details are not public.DATA_EDIB_PROVIDER_CREDENTIALdata_structureeDIB Medical Provider Credential RecordDisability / Medical Evidence / Provider IdentityMedical examiner/provider identifying and credential information maintained in eDIB, including address, TIN, medical license number and license expiration date.observed_current_sorn2026-10-065The SORN establishes record content, not the physical provider-master database or synchronization mechanism.DATA_EFI_DOWNLOADdata_artifactElectronic Folder Interface DownloadEFI DownloadDisability / IntegrationPer-claim electronic download created by EDCS containing basic claimant/claim data and detailed disability-report data for DDS receipt processing.observed_current_reference2026-10-025Current DDS TOC retains EFI Download. Detailed field/payload description comes from older base instructions; no protocol is inferred.DATA_EFW2_EMPLOYER_DELIVERY_ADDRESSdata_elementEFW2 RE Employer Delivery AddressEmployer Delivery AddressEarnings / Employer / Address ProvenanceEmployer delivery address in the EFW2 RE Employer record; SSA states it is required for electronic submissions starting with tax year 2025.observed_current_required_field20265Submissions are returned when required RE employer information is blank.DATA_EMPLOYER_SIGNATURE_PINdata_artifactEmployer Signature PINEmployer Signature PINEarnings / Employer / Identity and AccessPlanned annually issued PIN that organizations may use to electronically authorize wage submissions through BSO.planned_december_20262026-10-045Opt-in for employers in 2026 per current SSA employer guidance; not modeled as currently active.DATA_ENUM_ACCURACYdata_productAnnual Data for Enumeration AccuracyEnumeration AccuracyEnumeration / Quality / Open DataPublic SSA dataset reporting accuracy rates from sampled completed enumeration actions, covering EAB, in-person/local-office or card-center applications, and EAE.observed_public_historical_series2026-10-075Federal Data Catalog identifier US-GOV-SSA-325. Published/open-data series currently contains historical enumeration-quality results; page states new studies will be added if conducted.DATA_ENUM_FEEDBACK_EMdata_artifactEnumeration Feedback MessageEMIdentity & Enumeration / ExceptionsEnumeration exception message generated for certain EAE applications placed in Investigate status.observed_current_reference2026-10-045EAE POMS says these messages are not listed on the Enumeration MI listing.DATA_ENUM_FEEDBACK_EM3data_artifactEnumeration Feedback Message 3EM3Identity & Enumeration / ExceptionsEnumeration exception message generated for certain EBE applications placed in Investigate status.observed_current_reference2026-10-045EBE POMS explicitly calls this EM3 and says it is listed on the Enumeration MI listing.DATA_ENUM_PROCESSING_TIMEdata_productEnumeration Processing TimeEnumeration Processing TimeIdentity & Enumeration / Public DataQuarterly national processing-time dataset for SSA-handled original/replacement SSN cards and the non-SSA portion of Enumeration at Birth.historical_public_data_product_no_longer_updated2026-10-055Federal Data Catalog identifier US-GOV-SSA-436. Data cover FY2014-2016; SSA stopped adding data because internet SSN replacement applications were excluded from the measure.DATA_EQA_DYNAMIC_REPORTINGdata_asseteQA Dynamic Reporting DataseteQA Dynamic Reportingquality assuranceDataset used by Electronic Quality Assurance for analytical reporting within the Quality Assurance System.documented_2018_current_status_unconfirmed2026-10-0642018 QAS PIA explicitly names analytical reporting from the dynamic reporting dataset; current physical implementation not independently established.DATA_ERE_EXPERT_AUTH_SSNdata_elementERE for Experts Expert Authorization SSNExpert Authorization SSNHearings / Identity / AuthorizationExpert SSN used to verify that an expert is authorized to access an assigned claimant eFolder.documented_current_page2026-10-065Current page says the SSN is used strictly for authentication/authorization and housed only in the restricted Admin Table.DATA_ERE_EXPERT_RESUMEdata_assetERE for Experts Resume UploadExpert Resume UploadHearings / Evidence / ExpertsCurriculum vitae/resume document uploaded by an authorized expert through ERE for Experts into an assigned electronic folder.documented_release_capability2016-12-095Does not establish that the upload is the same physical repository as SORN 60-0014; no such linkage is inferred.DATA_ERE_EXPERT_STATUS_REPORTdata_productERE for Experts Status ReportExpert Status ReportHearings / Experts / Work ControlExpert-facing status report for assigned cases; documented fields include full claimant SSN and scheduling or service-order information, with later support for both Hearing Office and Appeals Council cases.observed_current_service_documentation_with_historical_release_lineage2026-10-065Current service page preserves release descriptions; exact current backing query after CPMS retirement is unresolved.DATA_ERPS_ABLE_TITLE_NOTEdata_elementeRPS ABLE Account Titling NoteRepresentative Payee / Financial ManagementAccount-titling and payee signature-authority details documented in eRPS Relationship Details when payee manages SSA benefits via ABLE account.documented_current_policy2026-10-075DATA_ERPS_BENE_CAPABILITY_NOTEdata_artifacteRPS Bene Capability Determination NoteBene Capability DeterminationRepresentative Payee / CapabilityNamed eRPS note type used to record the facts, evidence, and reasoning supporting an adult beneficiary capability determination.observed_current_policy_reference2026-10-075DATA_ERPS_CONTACT_ADDRESSdata_elementeRPS Payee Contact AddressPayee Contact AddressRepresentative Payee / Address ProvenanceAddress/contact information recorded for a representative-payee applicant or payee in eRPS; published policy allows an organization address or P.O. Box to substitute in specified privacy circumstances.observed_current_policy2026-10-055Do not interpret this field as necessarily proving the payee’s personal residence or physical location; published eRPS procedure permits substitute contact addresses in specified cases.DATA_ERPS_CRIM_WORKdata_artifacteRPS Criminal Background Check Work IssuesRepresentative Payee / Program IntegrityRepresentative-payee criminal-information work issues documented in eRPS Workload Management and WAC, including VRFCRM, FELONY, CRM202, and PYE202 issue types.observed_current_reference2026-10-045Issue types are preserved as aliases/codes; no database or transport mechanism is inferred.DATA_ERPS_EINVER_ISSUEwork_control_artifacteRPS EINVER IssueEINVERRepresentative Payee / Employer IdentityeRPS work issue created when an EIN match is rejected or verification cannot be completed, with a documented five-day tickle in specified cases.observed_current_policy2023-05-235Issue persistence implementation is not publicly identified.DATA_ERPS_INDIVIDUAL_IDdata_elementeRPS Individual Payee IdentifierIndividual Payee SSNRepresentative Payee / IdentityThe verified Social Security Number used by eRPS as the unique numeric identifier for an individual representative-payee applicant or payee.observed_current2026-07-175Current POMS explicitly states eRPS verifies the applicant SSN before using it as the individual identifier.DATA_ERPS_ORG_IDdata_asseteRPS Organization IDRepresentative Payee / IdentityUnique eRPS identifier for an organizational representative payee, created from the organization physical-location ZIP Code plus a sequence number.observed_current2026-07-175The Organization ID is separate from the organization EIN; current POMS requires EIN recording and verification.DATA_ERPS_ORG_PHYS_ZIPdata_elementeRPS Organization Physical Location ZIP CodeOrganization location ZIPRepresentative Payee / Address ProvenanceZIP Code of an organization’s physical location used by eRPS as an input to the generated Organization ID.observed_current2026-07-175This address-derived element functions as an organization-identifier input. It should not be conflated with beneficiary residence, beneficiary mailing address, or necessarily the organization correspondence address.DATA_ERPS_PAYEE_ORG_ADDRESSdata_elementeRPS Organizational Payee Address AttributeRepresentative Payee / Address ProvenanceOrganization address changes may require organization/legend updates without replacing representative payee, depending on ownership and EIN continuity.documented_current_policy2026-10-075DATA_ERPS_REP_PAYEE_APPLICANT_NOTEcase_note_typeeRPS Rep Payee Applicant Note TypeRep Payee ApplicantRepresentative Payee / Case DocumentationeRPS note type used through the Make Note screen to document representative-payee applicant interview circumstances, suitability observations, and criminal-history-related notes.observed_current_policy2026-10-075Directly identified in current representative-payee interview policy already retained in the Atlas.DATA_ESTOP_SF1184exchange_productE-stop (SF-1184) EFT Reclamation RequestSF-1184Payments / Treasury ExchangeAutomated reclamation request sent by SSA to Treasury for unrecovered direct-deposit payments issued after death.observed_current_policy_reference2026-10-055POMS describes the E-stop as showing date of death and outstanding post-death payments; Title II E-stop information is displayed in PHUS.DATA_EVIEW_CASE_DATAdata_vieweView Case Data TabCase DataDisability / Evidence / Case DataeView case-data view where limited post-transfer MCS/MSSICS data repropagated by EDCS UAT, including claimant address, is displayed.observed_current_reference2026-10-055POMS distinguishes Case Data from disability reports: UAT changes appear under Case Data and do not update the disability reports themselves.DATA_EVIEW_CASE_STATUSdata_elementeView Electronic-Folder Case StatuseView Case StatusDisability / Electronic FolderDisplayed electronic-folder processing status such as Closed, Pending, Transferred, or Manually Cleared.observed_current_policy_reference2026-10-075POMS documents status semantics; no separate status repository is inferred.DATA_EVIEW_CEF_INDICATORdata_elementeView CEF IndicatorCEF IndicatorDisability / Electronic FolderCase-selection indicator showing whether the electronic folder is the certified official folder (Y) or whether a paper folder remains official (N).observed_current_policy_reference2026-10-075Logical display field; no physical persistence technology inferred.DATA_EVIEW_CLIENT_DATESdata_vieweView Client DatesClient DatesDisability / eFoldereView Case Information view that shows Internet disability-report submission/propagation status, including dates, form type, and reason when a form did not propagate.observed_current_policy2026-03-175Presentation/view artifact; physical storage location is not established.DATA_EVVE_DEATH_INDICATIONdata_elementEVVE Death IndicationIdentity / Enumeration / DeathEVVE output indicating that a number holder may be deceased, used with allegations and SSA records to resolve evidence or erroneous death data.observed_current_policy2026-10-065An EVVE indication alone is not modeled as an automatic death update. Current POMS requires comparison and development.DATA_EVVE_STATE_FILE_NUMBERdata_elementEVVE State File NumberIdentity / Enumeration / Vital RecordsState file number returned by EVVE and documented in the MCS DW01 remarks when EVVE verifies birth information for a claim.observed_current_policy2026-10-065Returned verification output. It is not modeled as an SSA authoritative vital-record identifier beyond the documented workflow.DATA_EVVE_VERIFICATION_RESULTdata_elementEVVE Verification ResultIdentity / Enumeration / Vital RecordsEVVE result indicating whether submitted birth-certificate data matches a participating state vital-record system.observed_current_policy2026-10-065EVVE is a verification service, not a certification service. Match/no-match results are documented in SSA claims or enumeration workflows.DATA_FDC_3465data_productHearing Office Average Processing Time Ranking Report - March 2026US-GOV-SSA-3465Hearings & Appeals / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3465.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3466data_productHearing Office Average Processing Time Ranking Report - April 2026US-GOV-SSA-3466Hearings & Appeals / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3466.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3467data_productHearing Office Average Processing Time Ranking Report - May 2026US-GOV-SSA-3467Hearings & Appeals / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3467.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3468data_productHearing Office Average Processing Time Ranking Report - June 2026US-GOV-SSA-3468Hearings & Appeals / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3468.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3469data_productAppeals Council Requests for Review - FY 2024US-GOV-SSA-3469Appeals Council / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3469.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3470data_productAppeals Council Requests for Review - FY 2025US-GOV-SSA-3470Appeals Council / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3470.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3471data_productNational Court Remands - FY 2024US-GOV-SSA-3471Litigation / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3471.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3472data_productNational Court Remands - FY 2025US-GOV-SSA-3472Litigation / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3472.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3473data_productNational New Court Cases - FY 2024US-GOV-SSA-3473Litigation / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3473.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FDC_3474data_productNational New Court Cases - FY 2025US-GOV-SSA-3474Litigation / Public DataRecently cataloged SSA public data asset identified by Federal Data Catalog identifier US-GOV-SSA-3474.current_open_data_inventory2026-10-075Current SSA Open Data page lists this asset among recently cataloged data assets; internal production pipeline not inferred.DATA_FI_BALANCE_HISTORYdata_assetFinancial Institution Historical Account Balance DataTitle XVI / Financial DataHistorical account balances and related account-verification information returned through AFI for SSI eligibility and waiver determinations.observed_current2026-09-105DATA_FI_BANK_STATEMENT_EVIDENCEdata_artifactFinancial Institution Bank Statement EvidenceBank Statement EvidenceTitle XVI / Financial Verification / EvidenceBank statements or other qualifying financial-institution records accepted as evidence for SSI financial-resource development under specified conditions.observed_current_policy_reference2026-10-065Current POMS permits complete and unaltered bank statements, including files/images submitted electronically through Upload Documents. Alternative evidence does not necessarily eliminate AFI negative searches or later AFI responses.DATA_FI_BENEFICIARY_ADDRESSdata_elementFinancial-Institution-Furnished Beneficiary Mailing AddressFI Mailing AddressTitle II / Address ProvenanceCurrent beneficiary mailing address furnished by a financial institution in response to E3759 or an equivalent locate request.observed_current_policy_data2026-10-055Controlled address-development input. Receipt does not itself imply an automatic master-record update; current policy routes developed address action through authorized post-entitlement processing.DATA_FI_LOCATE_MAIL_ADDRdata_elementFinancial Institution-Supplied Beneficiary Mailing AddressFI Locate AddressTitle II / address provenanceCurrent beneficiary mailing address supplied by the beneficiary financial institution during whereabouts-unknown or undeliverable-mail development.observed_current_policy_input2026-10-065External address lead that may become a program address after development; not automatic source-to-MBR synchronization.DATA_FOREIGN_CARE_OF_MAILING_ADDRdata_elementForeign In-Care-Of Beneficiary Mailing AddressForeign C/O Mailing AddressTitle II / International / Address ProvenanceForeign mailing address used in care of a relative or friend when policy conditions are met.observed_current_policy_attribute2023-125Separate from the beneficiary actual residence address.DATA_FO_CONTACTdata_productField Office Contact InformationOperations / Office DataPublic quarterly machine-readable field-office locations, contact information, and hours.current_public_data_product2026-03-095Federal Data Catalog identifier US-GOV-SSA-1733.DATA_FO_VISITORS_AVGdata_productField Office Visitors Daily AverageFO Visitors Daily AverageCustomer Service / Public DataAnnual national average daily field-office visitor counts derived from SSA field-office intake activity.observed_current_public_data_product2026-10-055SSA Open Data covers FY2006 and later. The current documentation says CSR ODS has been used since FY2009; person identifiers enter the intake workflow but the published product is aggregate.DATA_FPLP_BYPASS_CODEdata_assetFPLP Bypass CodePayments / Tax LevySystem-generated code placed on the FPLP payment record to tell Fiscal Service not to levy payments that meet exclusion criteria.observed_current_reference2026-10-035DATA_FPLP_PAYMENT_RECORDdata_structureSSA System-Generated FPLP Payment RecordPayments / Tax LevySSA-generated payment record sent to Fiscal Service for Title II disbursement and tax-levy processing; POMS explicitly distinguishes it from the MBR.observed_current_reference2026-10-035DATA_FPLP_WEEKLY_OFFSET_FILEexchange_dataFiscal Service Weekly FPLP Offset File to SSAExternal Exchanges / TreasuryWeekly Fiscal Service offset event file sent to SSA central office; SSA posts event information to Payment History Update System; file format and staging unknown.documented_current_policy2026-10-075DATA_FUGFELdata_assetFugitive Felon (FUGFEL)FUGFELProgram Integrity / Fugitive FelonCurrent cataloged SSA data asset that supports fugitive felon adjudication.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-131. Asset type/topology beyond the catalog description is not inferred.DATA_HALE_SECURE_MAIL_ADDRdata_elementHALE Secure Disability-Claim Mailing AddressHALE Secure Mailing AddressAddress Provenance / Disability / PrivacyClaimant-provided mailing address that field-office staff verify is secure for disability-claim notices in HALE cases.observed_current_transaction_attribute2026-10-065POMS requires verification of a secure mailing address but does not establish persistence or automatic propagation to PI, Numident, MBR, or SSR.DATA_HAVV_TXN_STATEdata_productHAVV Transactions by State Data CollectionHAVV Transactions by StateIdentity Verification / Open DataPublic weekly and monthly aggregate data product reporting state Help America Vote Verification transaction results.observed_current_publication2026-10-065Federal Data Catalog identifier US-GOV-SSA-2439; public data cover 2011 forward. Submitted person-level HAVV information is restricted to voter-registration use.DATA_HA_APPEALS_ISSUE_TYPEdata_elementHearings Appeals Issue TypeHearings / Appeals / Work ControlAppeals issue type, including disability, non-disability, overpayment, and continuing disability review categories.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_ASSIGNED_ALJdata_elementHearings Assigned Administrative Law JudgeHearings / Appeals / Work ControlInformation about the Administrative Law Judge assigned to a case.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_ASSIGNED_APPEALS_REVIEWERdata_elementHearings Assigned Appeals ReviewerHearings / Appeals / Work ControlInformation about the Administrative Appeals Judge and/or Appeals Officer assigned to the case.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_CASE_LOCATION_STAGEdata_elementHearings Case Location StageHearings / Appeals / Work ControlCase location or stage such as pre-hearing, scheduling, hearing, post-hearing, disposition, routing, or transfer.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_FILING_DATEdata_elementHearings Case Filing DateHearings / Appeals / Work ControlDate of filing maintained within the hearings and appeals case-control record boundary.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_HEARING_REQUEST_RECEIPTdata_elementHearings Case Hearing Request Receipt DateHearings / Appeals / Work ControlDate a request for hearing is received, maintained within the 60-0009 case-control record boundary.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_LAST_ACTION_DATEdata_elementHearings Case Last Action and Action DateHearings / Appeals / Work ControlLast action taken on a case and the date of that action within the 60-0009 case-control record boundary.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_REQUEST_REVIEW_DATEdata_elementHearings Request-for-Review DateHearings / Appeals / Work ControlDate a request for review is made in the Appeals Council portion of the case-control record.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HA_SCHEDULED_HEARING_DATEdata_elementHearings Scheduled Hearing DateHearings / Appeals / Work ControlScheduled hearing date maintained within the 60-0009 case-control record boundary.observed_current_sorn2026-10-065Logical category of record in SORN 60-0009. Do not infer one-to-one physical storage in HACPS, OAOCPS, ARPS, or another application.DATA_HEARING_RECEIPTS_PENDING_HISTdata_productNational Hearing Receipts and Closing Pending Data, FY1985-2009Historical Hearing Receipts/PendingHearings / Appeals / Open DataHistorical national dataset of hearing receipts and closing pending for SSA program cases from fiscal years 1985 through 2009.historical_public_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-1550. SSA says later data are available through OHO beginning FY2010; source notes multiple tools and data warehouses were used during 1985-2009.DATA_HEARING_RECORDINGdata_assetOfficial Hearing RecordingHearings / RecordVerbatim audio recording that constitutes the official record of hearing testimony.observed_current2026-10-035Current HALLEX says even video hearings are recorded in audio only.DATA_HEARING_REPRESENTATION_HISTdata_productRepresentation at Social Security Hearings Data, FY1979-2015Hearing Representation DataHearings / Appeals / Open DataHistorical national dataset showing percentages of OHO hearing claimants represented by attorneys and non-attorney representatives.historical_public_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-1553; data period FY1979-2015.DATA_HEARING_TRANSCRIPTdata_assetHearing TranscriptHearings / RecordTranscript produced from hearing recordings for case-processing and review purposes.documented_current_capability2025-03-135HeaRT is documented as producing transcripts; transcript creation requirements vary by workload.DATA_HIT_ADJUDICATION_REQUEST_WINDOWlogical_data_elementHIT Automated Medical Evidence Coverage WindowDisability / Health ITRequest interval calculated using alleged onset or protective filing for initial claim, prior request date on reconsideration, or 12 months for CDR; periods depend on benefit type.documented_current_policy2026-10-075DATA_HIT_MERdata_artifactHIT Medical Evidence Record DocumentHIT MERDisability / Medical EvidenceImaged medical-evidence document produced by MEGAHIT when health-IT medical records are received.observed_current2026-10-025Stored in the electronic folder.DATA_HIT_REQUESTdata_artifactHIT Request DocumentHIT RequestDisability / Medical EvidenceElectronic-folder artifact created when MEGAHIT sends a health-IT evidence request.observed_current2026-10-025Contains requested-source/HIE/date-range/request-date information when available.DATA_HIT_REQUEST_LIMITlogical_controlHIT User-Triggered Request LimitDisability / Health ITPolicy limits user-triggered requests to ten per HIT partner at each adjudication level; physical enforcement mechanism undocumented.documented_current_policy2026-10-075DATA_HIT_RESPONSEdata_artifactHIT Response DocumentHIT ResponseDisability / Medical EvidenceElectronic-folder artifact MEGAHIT creates when the HIE returns no response or no medical-record data.observed_current2026-10-025POMS states MEGAHIT does not generate another request after this outcome.DATA_HRS_CONSENT_HISTORYdata_assetHRS Cross-Wave Permissions Consent HistoryResearch / Consent and Administrative LinkageHRS-derived file tracking whether respondents were asked for SSA linkage consent, granted permission, whether completed consent was sent to SSA, and whether respondents ultimately matched to SSA administrative earnings and/or benefits files.documented_hrs_derived_data_product2024-05-245University of Michigan HRS user guide documents this file. It records consent and match status; it is not itself an SSA operational database.DATA_HRS_CYBFdata_assetHRS Respondent Cross-Year Benefits FileCYBFTitle II / Research ExtractRestricted HRS SSA-linked benefit file derived from the Master Beneficiary Record and Payment History Update System.current_restricted_research_product_april_20262026-04-015HRS guide says MBR supplies benefit information and PHUS supplies payment information; no physical extraction mechanism is inferred. April 2026 HRS release covers MBR-derived cross-year benefits through 2024 and supersedes prior Respondent Benefits releases.DATA_HRS_DERdata_assetHRS Detailed Earnings RecordsDEREarnings / Research ExtractRestricted HRS SSA-linked extract derived from the Master Earnings File with respondent-employer-year earnings back to 1978.current_restricted_research_product_april_20262026-04-015HRS guide states the DER is a long file and is not top-coded, subject to HRS disclosure masking. It is modeled as an extract, not a separate SSA operational system. Run 83: current official product title is Respondent Cross-Year Detail Earnings; 25,179 consenting respondents, 869,743 respondent/year/employer records, MEF years 1978-2023; April 2026 release.DATA_HRS_FORM831data_assetHRS SSA Form 831 Respondent RecordsForm 831Disability / Research ExtractRestricted HRS SSA-linked file documenting medically reviewed SSDI and SSI disability applications and initial/reconsideration determinations.current_restricted_research_product_april_20262026-04-015HRS and SSA sources document coverage beginning with applications from 1988 onward and note that technical denials and later appeal outcomes are not fully represented. Run 83: current release contains 14,500 records for 4,576 respondents, covering January 1974 through December 2024.DATA_HRS_IMPUTED_LIFETIME_EARNINGSdata_assetHRS Imputation of Lifetime Earnings RecordsImputed Lifetime Earningsresearch / linked administrative dataRestricted HRS respondent-level product containing cumulative lifetime earnings through selected ages using matched SSA earnings where available and imputation/projection otherwise.current_restricted_research_product_april_20262026-04-015Latest release April 2026 (Version 2022); derived research product, not an SSA operational master record.DATA_HRS_SERdata_assetHRS Summary Earnings RecordsSEREarnings / Research ExtractRestricted HRS SSA-linked extract derived from the Master Earnings File with respondent-level annual covered earnings back to 1951.current_restricted_research_product_april_20262026-04-015HRS guide states the file is a respondent-level wide file and earnings are top-coded at the OASDI taxable maximum. It is modeled as an extract, not a separate SSA operational system. Run 83: current official product title is Respondent Cross-Year Summary Earnings; 30,531 respondents, MEF years 1951-2023; April 2026 release.DATA_HRS_SSIdata_assetHRS Supplemental Security Income FileHRS SSITitle XVI / Research ExtractRestricted HRS SSA-linked file derived from the Supplemental Security Record containing SSI eligibility periods and monthly benefit information.current_restricted_research_product_april_20262026-04-015HRS guide documents SSI information beginning in 1974. It is modeled as a research extract, not as the operational SSR itself. April 2026 HRS release covers SSI benefit information for 4,700 respondents through December 2024.DATA_HRS_SS_WEIGHTSdata_assetHRS Cross-Wave Social Security WeightsSocial Security Weightsresearch / linked administrative dataRestricted HRS cross-wave weights product supporting analysis of respondents with linked SSA administrative records.current_restricted_research_product_february_20242024-02-285Replaces earlier Social Security weights products and is distributed with benefits, summary earnings, and detail earnings respondent datasets.DATA_IAA_PACKAGEdata_artifactInteragency Agreement PackageIAA PackageData Exchange / Governance / InteragencySSA-defined package used when a Federal agency agrees to perform reimbursable work for SSA; the package includes Form SSA-429, an administrative agreement, and an Office of the General Counsel clearance memorandum.observed_current_glossary2026-10-075Package composition is defined by SSA Data Exchange glossary; no workflow system or repository is inferred.DATA_IAPPEALS_CLAIMANT_MAILING_ZIPdata_elementiAppeals Claimant Mailing ZIP or Postal CodeMailing ZIPHearings & Appeals / Digital Intake / Address ProvenanceClaimant mailing ZIP/postal-code input used by iAppeals for field-office routing and coversheet office selection for applicable appeals.observed_current_routing_attribute2025-12-025Treated as transaction/routing data; no automatic MBR/SSR update path is established.DATA_IAPPEALS_COVERSHEET_PAGEdata_artifactiAppeals Coversheet PageCoversheetHearings & Appeals / Digital Intake / AddressPost-submission coversheet containing the BNC, claimant and Internet-user contact information, and a local field-office address derived from the claimant mailing ZIP code.observed_current_transaction_artifact2025-12-025The local FO address is routing/output data, not a claimant master address.DATA_IAPPEALS_RECEIPT_PAGEdata_artifactiAppeals Receipt PageReceipt PageHearings & Appeals / Digital IntakePost-submission receipt containing submission date, time, and a summary of information supplied on the appeal forms.observed_current_transaction_artifact2025-12-025User prints or saves the receipt; backend storage is not asserted.DATA_IAPPEALS_REENTRY_NUMBERdata_artifactiAppeals Reentry NumberReentry NumberHearings & Appeals / Digital IntakeReentry token issued by iAppeals so an Internet user can resume an unfinished appeal submission; the user must restart if not submitted within 65 days of issuance.observed_current_transaction_artifact2025-12-025Persistence implementation is not stated publicly.DATA_IAPPT_MAILING_ADDRESSdata_elementiAppointment Mailing AddressiAppt Mailing AddressAddress Provenance / Appointment SchedulingMailing address supplied in iAppointment as required appointment-intake information.observed_current_unverified_intake_attribute2026-06-265Current policy identifies this as claimant-provided iAppt data. Existing policy states unverified iAppt data does not automatically correct Person Information or Numident.DATA_IMRC_APPLICATION_VOLUMESdata_productInternet Medicare Replacement Card Application VolumesIMRC Application VolumesMedicare / Digital Service / Public DataMonthly national volume dataset for Internet Medicare Replacement Card transactions.observed_current_public_data_product2026-10-055SSA Open Data covers FY2008 and later. Front-end counts are stored nightly in Electronic Services ODS, then moved the next day to an unnamed Data Warehouse.DATA_IRMAA_PROOF_STATUSdata_elementIRMAA Proof StatusProof StatusMedicare / IRMAA / EvidenceIRMAA proof-status value used in current policy, including PENDING, PROVEN, and NOT PROVEN states.observed_current_policy2026-10-075DATA_IRS_ACCOUNT_TRANSCRIPTexternal_data_productIRS Account Transcript for SSAAccount TranscriptEarnings / IRS / External EvidenceIRS transcript that provides account financial status, filing/assessment transaction information, and related dates for SSA tax-information development.observed_current_external_evidence2026-10-025Current POMS says applicable transcripts are generally available for the current and prior three years.DATA_IRS_RETURN_TRANSCRIPTexternal_data_productIRS Return Transcript for SSAReturn TranscriptEarnings / IRS / External EvidenceIRS transcript containing most line items from a filed tax return, used in response to SSA written tax-information requests when appropriate.observed_current_external_evidence2026-10-025Current POMS notes that filing date is not shown on the Return Transcript.DATA_IRS_STATEMENT_MAIL_ADDRdata_elementIRS-Sourced Social Security Statement Mailing AddressIRS Statement AddressAddress Provenance / Social Security StatementTaxpayer mailing address obtained from the IRS Individual Master File for automatic Social Security Statement issuance.observed_current_controlled_use2026-10-055Authorized for Statement mailing under 26 U.S.C. 6103(m)(7). Current SSA policy documents PEBES procurement/use but no automatic update from this address into Person, Numident, MBR, or SSR.DATA_IRS_TAX_REQUEST_TEMPLATEdata_artifactSSA IRS Tax Information Request TemplateIRS Request TemplateEarnings / IRS / External ExchangeTwo-part SSA written request consisting of a cover letter and request-template page used to request specified IRS forms, schedules, or tax information.observed_current_form_artifact2026-10-025POMS requires SSA letterhead/signature and specified taxpayer/request details.DATA_IRS_TAX_REQUEST_TP_ADDRESSdata_elementIRS Tax Request Taxpayer AddressTaxpayer Address on IRS RequestEarnings / IRS / Address ProvenanceTaxpayer address included by SSA on the written IRS tax-information request template when available.observed_current_outbound_attribute2026-10-025This is SSA-to-IRS request data and is not evidence of an IRS-derived address updating SSA master records.DATA_IRS_TOP_WEEKLY_TAX_DEBT_FILEexchange_dataIRS Weekly Delinquent Tax Debt Submission to Treasury TOPExternal Exchanges / TreasuryWeekly IRS tax debt file submitted to Fiscal Service for TOP matching and updates to debtor database; carries tax-debt identifier and status, format and transport undisclosed.documented_current_policy2026-10-075DATA_ISSNRC_APP_VOLUMESpublic_data_productInternet SSN Replacement Card Application VolumesiSSNRC Application VolumesEnumeration; Open DataMonthly national public dataset reporting internet and total Social Security number replacement-card application volumes from fiscal year 2016 forward.observed_current_publication2026-10-065Federal Data Catalog identifier US-GOV-SSA-1735; public data updated 2026-04-10.DATA_ITS_BANK_ADDRESSdata_elementITS.gov Bank AddressITS Bank AddressPayments / International Direct Deposit / Financial InstitutionFinancial-institution address entered into Treasury ITS.gov as part of documented international direct-deposit processing.observed_current_policy_attribute2026-07-205Institution address, not beneficiary residence. Public policy does not identify persistence duration or physical ITS.gov storage schema.DATA_ITS_BENEFICIARY_ADDRESSdata_elementITS.gov Beneficiary AddressITS Beneficiary AddressPayments / International Direct Deposit / Address ProvenanceBeneficiary address entered into Treasury ITS.gov as part of international direct-deposit enrollment or update processing.observed_current_policy_attribute2026-07-205Country-specific POMS documents this as required ITS.gov data. No source establishes that the ITS.gov beneficiary address itself overwrites the MBR address.DATA_LAWFUL_PRESENCE_PROOFdata_elementSSA Lawful Presence Proof and Evidence CodingLawful Presence ProofPerson / Claims / ImmigrationClaims-record evidence/proof coding used to establish U.S. lawful presence for benefit payment when policy conditions are satisfied.observed_current_policy2026-10-055Current policy accepts qualifying MBR/SSR/cleared MCS/MSSICS evidence; Numident coding alone is expressly not acceptable proof.DATA_LOCKBOX_IRNdata_elementLockbox Individual Reference NumberIRNPayments / Debt / Treasury LockboxUnique lockbox remittance reference generated by U.S. Bank and sent to Treasury CIR; the final eight digits appear with an LCK prefix in SSA lockbox detail and DMS receipt-number fields.observed_current_policy_reference2026-10-075This is a transaction identifier, not a person identifier.DATA_MANUAL_DEEMING_LISTwork_controlManual Deeming ListTitle XVI / DeemingAnnual read-only list of SSI records requiring manual deemed-income computation by field offices.observed_current2026-075POMS says the list is produced in October, placed on the Deeming Listings Page, updated annually, and is not controlled by SUMS/MCAS MI Central; no SSR diary identifies these cases.DATA_MAPS_IRS_AGENCY_DATAdata_artifactMAPS IRS Agency DataIRS agency dataMedicare / Extra Help / IRSIRS-derived agency information used by MAPS to develop Extra Help income and resource issues from information-return reporting.observed_current_policy_reference2026-10-075IRS is the reporting conduit, not necessarily the originator of the underlying payment; payer/source verification may be required.DATA_MAPS_MAILING_ADDRESSdata_elementExtra Help Application Mailing Address in MAPSMAPS Mailing AddressMedicare / Extra Help / AddressClaimant mailing address collected in MAPS for Extra Help correspondence and change-of-address development.observed_current_policy2026-10-075Policy establishes conditional downstream MBR/SSR update procedures, not an automatic MAPS master-address synchronization.DATA_MASS_LOSS_SPECIAL_NONRECEIPT_FILEdata_artifactMass Loss Special Nonreceipt Payment FilePayments / Treasury / NonreceiptSpecial nonreceipt payment file used in central-office mass-loss processing so Treasury can issue replacement checks to affected individuals without separate field input.observed_current_policy_reference2026-10-075Source establishes the file role but not its physical format, transport, or persistence.DATA_MA_ADDRESS_VERIFY_FORMdata_artifactMedicare Advantage Address Verification Form (POMS Exhibit)MA Address Verification FormTitle II; Medicare; AddressPOMS exhibit used to capture mailing address, permanent residence address, county of residence, phone number, and reason mailing and residence addresses differ.observed_current_policy_exhibit2026-10-065The exhibit is not assigned a formal SSA form number in the cited POMS.DATA_MBR_ADDR_UPDATEDdata_elementMBR Address Updated DateADDR UpdatedTitle II / Address / Record ControlDate/control value on the Master Beneficiary Record indicating when the MBR address was updated, used to compare address recency with the SSR.observed_current_policy_reference2026-10-065POMS uses the label ADDR Updated when comparing MBR address recency with the SSR ACD. No physical field implementation is inferred.DATA_MBR_DD_INDICATORdata_elementMBR Direct Deposit IndicatorDirect Deposit IndicatorTitle II / Payments / Resource DevelopmentMaster Beneficiary Record indicator whose presence is a lead to develop a financial account during an SSI redetermination.observed_current_policy_reference2026-10-075POMS documents the indicator as a development lead; internal field code is not identified.DATA_MBR_FUT_PENSION_ENTdata_elementMBR Future Pension Entitlement DateTitle II / Historical GPOMBR date used by RETAP to generate an alert a month before expected noncovered pension entitlement; retained legacy rule for pre-2024 months.legacy_pre_2024_processing2026-10-075DATA_MBR_LAW_PRSdata_structureMBR Lawful Presence Data LineLAW PRSTitle II / Person / ImmigrationMaster Beneficiary Record data line containing lawful-presence proof/status information used under current policy to establish previously proven lawful presence when specified criteria are met.observed_current_policy2026-09-175Physical field/table implementation is not disclosed.DATA_MBR_MAILING_ADDRESSdata_elementMaster Beneficiary Record Mailing AddressMBR Mailing AddressTitle II; AddressMailing-address attribute maintained on the Master Beneficiary Record and used for Title II correspondence and post-entitlement address processing.observed_current_policy2026-10-065Distinguished from residence geography such as SCC; an MBR mailing address may differ from actual residence.DATA_MBR_MNUP_SPECIAL_MESSAGEdata_elementMBR MNUP Foreign Change-of-Address Special MessageMNUP COA Special MessageTitle II / Address ProvenanceSpecial message posted to the MBR documenting an MNUP foreign change-of-address case and the handling OEIO/FO identifiers.observed_current_policy2026-10-075The message is explicit; it is not modeled as the address field itself.DATA_MBR_MONTHLY_AWARD_ACTION_FILEdata_productMBR Monthly Award Action FileMBR Monthly Award FileActuarial / Statistical ProductionMonthly file of OASDI award actions created when the Master Beneficiary Record is updated.documented_statistical_pipeline_20252026-035SSA Appendix B methodology states a record of award actions is created each month when MBR is updated.DATA_MBR_RESIDENCE_SCCdata_elementMBR State and County Code of ResidenceSCCTitle II; Address; MedicareState and county code maintained on the MBR to represent the beneficiary residence jurisdiction when residence differs from mailing address.observed_current_policy2026-10-065CMS uses the SCC to verify Medicare Advantage service-area residence; do not treat SCC as a full residence-address field.DATA_MBR_SID_LINEdata_elementMBR State Identification Code LineSID lineMedicare / State Buy-In / MBRMaster Beneficiary Record line containing state buy-in status information used in the SSR-MBR state buy-in interface.observed_current2026-10-075POMS names the SID line and SISC values; modeled as an MBR data element, not a separate repository.DATA_MBR_SPA_LINEdata_elementMBR Special Payment Amount LineSPATitle II / Payments / Master RecordMaster Beneficiary Record line on which certain returned-check amounts issued after death can be placed when benefits are suspended.observed_current2026-10-075Modeled as a logical MBR data element; physical record layout is not inferred.DATA_MBR_STUDENT_ENTITLEMENTdata_structureMBR Student Entitlement DataStudent DataTitle II / Student Benefits / MBRLogical student-benefit data posted to the Master Beneficiary Record to support continuation or termination of Title II child benefits after age 18.observed_current2026-10-075POMS explicitly says student data must be posted to MBR; this logical structure does not assert an undocumented physical segment name.DATA_MBR_THIRD_PARTY_LINEdata_elementMBR Third-Party LineThird-Party lineMedicare / State Buy-In / MBRMaster Beneficiary Record line updated through the Third-Party System to reflect state Medicare buy-in/premium-payment status.observed_current2026-10-075Current POMS documents delayed TPS-to-MBR updating after correction of the SID line.DATA_MBR_TOTALIZATION_CODESdata_structureMBR Totalization CodesTotalization CodesTitle II / International / MBRSystems-generated Title II codes posted to the Master Beneficiary Record from MCS entries for U.S. Totalization claims.observed_current_policy2026-10-075Physical field layout is not disclosed in public POMS.DATA_MCS_IAPPEALS_CONTACT_ALERTwork_control_artifactMCS iAppeals Contact-Information Discrepancy AlertContact Discrepancy AlertTitle II / Appeals / Work Control / Address ProvenanceMCS alert shown to a technician when contact information imported from iAppeals differs from contact information already in MCS.observed_current_work_control2025-12-025This is a discrepancy alert, not evidence of automatic overwrite of MCS contact data.DATA_MGDdata_assetMaster Geographic and Demographic Data FileMGDResearch / Statistics / EarningsAnnual worker-level geographic/demographic data files containing state of residence, year of birth, and sex for nearly all workers whose earnings records were filed with IRS for the tax year.research_data_files_2014_20212024-125ORES had assembled files for tax years 2014-2021. The files do not contain earnings type or amount; the address information is the only data extracted from tax records for geographic assignment.DATA_MMCRdata_artifactMiscellaneous Money Control RecordMMCRPayments / Field Office / Records ControlSeparate control record used for each benefit check mailed to a field office when the field-office address serves as a claimant mailing address.observed_current_policy_artifact2026-09-185POMS also uses MMRC once in the text; the recurring acronym is MMCR. Control records can be retained in NDRed or a secure office holding file for 3 years after distribution.DATA_MNUP_HIST_SUMMARYdata_structureMNUP Historical Summary-Level DataMNUP Historical SummaryTitle II / Program IntegrityHistorical summary-level data maintained by the MNUP website after interview information is entered; completed cases remain listed as complete under older still-active website guidance.current_workflow_with_older_active_policy_detail2026-10-074Persistence is documented, but retention duration and physical store are not.DATA_MNUP_ONLINE_WORKSHEETdata_artifactMNUP Online Interview WorksheetMNUP Online WorksheetTitle II / Program IntegrityOnline worksheet on the MNUP website into which staff transcribe interview information and document case findings.observed_current_policy2026-10-075Physical storage and retention schedule are not published.DATA_MNUP_RESIDENCE_ADDRESSdata_elementMNUP Developed Residence AddressMNUP Residence AddressTitle II / Address ProvenanceResidence address developed during MNUP when SSA initially has only a mailing address or learns the beneficiary resides at another location.observed_current_policy2026-10-075Address can be documented on MNUP worksheet; no automatic MBR write is inferred for domestic development.DATA_MONTHLY_SNAPSHOT_FLATdata_productMonthly Statistical Snapshot Flattened Time SeriesMSS Flattened Time SeriesStatistics / Publications / Open DataBeta JSON and CSV time-series files concatenating every Monthly Statistical Snapshot table from December 2012 through the latest edition.current_beta_public_data_product2026-10-065SSA regenerates files monthly from the full archive, incorporating post-release corrections; FDC ID US-GOV-SSA-3413.DATA_MONTHLY_STAT_SNAPSHOTdata_productMonthly Statistical SnapshotStatistics / PublicationsMonthly SSA statistical publication covering Social Security and SSI beneficiary counts, benefits, and payments.current_public_data_product2026-095Federal Data Catalog identifier US-GOV-SSA-3413; August 2026 edition released September 2026.DATA_MRPF_ADDRESSdata_elementMaster Representative Payee File Address AttributesMRPF AddressAddress Provenance / Representative PayeeAddresses maintained in the Master Representative Payee File for representative payees, payee applicants, beneficiaries or recipients, and certain organizations.observed_current_record_category2026-10-065SORN 60-0222 lists address among record categories and permits use of residence stability/contact information in payee suitability and program administration. No automatic write-back to MBR, SSR, Numident, or PI/PERSON is documented.DATA_MSP_L447_MAILINGSdata_productL447 Notice Mailings by ZIP CodeL447 MailingsMedicare / Open Data / OutreachAnnual ZIP-code-level counts of L447 notices mailed by SSA.current_public_data_product2026-10-065FY2017 onward; ZIP codes with 10 or fewer mailings are suppressed with an asterisk; FDC ID US-GOV-SSA-1848.DATA_MSP_L448_MAILINGSdata_productL448 Notice Mailings by ZIP CodeL448 MailingsMedicare / Open Data / OutreachAnnual ZIP-code-level counts of L448 notices mailed by SSA.current_public_data_product2026-10-065FY2017 onward; ZIP codes with 10 or fewer mailings are suppressed with an asterisk; FDC ID US-GOV-SSA-1849.DATA_MSP_OUTREACH_FILEdata_assetMedicare Savings Program Outreach Candidate FileMSP Outreach FileMedicare / Low-Income AssistanceSystem-generated file of Medicare beneficiaries who appear to meet criteria for MSP or Extra Help outreach letters.observed_current2026-10-035Built using MBR, SSR, MAPS, and files from other Federal agencies; physical implementation not published.DATA_MYCOA_PENDING_FUTURE_ADDRESSwork_control_artifactmyCOA Future-Effective Address ChangePending Future COATitle II / Address ProvenanceA Title II mailing-address change submitted through myCOA with an effective date up to 90 days in the future that remains pending until the appropriate month.observed_current_policy2026-09-175POMS establishes pending state but does not identify the physical queue/table holding the pending transaction.DATA_N8NN_CALL_VOLUME_BUSYdata_productNational 800 Number Call Volume and CSR Busy Rate DataN8NN Call Volume / Busy RateCustomer Service / Public DataMonthly national data on National 800 Number calls offered to CSRs, busy calls, and CSR busy rate.observed_current_public_data_product2026-10-065Federal Data Catalog US-GOV-SSA-324; data file updated 2026-04-17 and covers FY2009 onward.DATA_NAPR_PRECEDENTSdata_assetNative American Tribal Income and Resource PrecedentsNAPR PrecedentsTitle XVI / Native American Income and ResourcesTribal-program income and resource determinations maintained as precedents and used as guidance for similar SSI cases.observed_current2026-10-065New precedents and resources have been established and stored in NAPR since August 1, 2022.DATA_NBDSresearch_datasetNew Beneficiary Data SystemNBDSResearch / Administrative Data / LongitudinalLongitudinal SSA research dataset combining the 1982 New Beneficiary Survey, later administrative records, and the 1991 New Beneficiary Follow-up to study changing circumstances of aged and disabled beneficiaries.historical_public_use_dataset2026-10-055Released as public-use components in 1997; current Federal Data Catalog metadata was inventoried in 2026. Do not infer the operational source systems for administrative fields unless separately documented.DATA_NBDS_ADMIN_PUFdata_productNBDS Public-Use Administrative DataResearch / Administrative Data / Public UsePublic-use administrative data for NBDS respondents and spouses, distributed in beneficiary-group files with later update data.historical_public_use2026-10-055SSA notes an update file covering benefits in December 2000 and earnings in 1991-1999. Federal catalog description also identifies covered earnings, Medicare expenditures, SSI application/payment status, and death dates as NBDS longitudinal measures.DATA_NBDS_PUFdata_productNew Beneficiary Data System Public-Use FilesResearch / Public Use DataPublic-use files released from the New Beneficiary Data System, including NBS, NBF, and administrative-data components.current_catalog_historical_release2026-10-055Federal Data Catalog identifier US-GOV-SSA-3418; dataset modified 1997-03-15 and inventoried 2026-08-26.DATA_NBSdata_assetNational Beneficiary SurveyNBSDisability / Research AnalyticsSurvey dataset covering disability beneficiaries and recipients, including work, health and service-use information not available in administrative records.2023_survey_received_fy20252026-10-035FY2026 budget says the 2023 NBS survey and restricted-use data file were received in FY2025.DATA_NDDSS_DECdata_elementNDDSS Decision Code FieldDECDDS Disability ProcessingNDDSS/DDSQ field used to expose the disability decision code in the full query response.observed_current_policy2026-10-075DATA_NDDSS_DSTdata_elementNDDSS Clearance Destination FieldDSTDDS Disability ProcessingNDDSS/DDSQ field showing clearance destination; an R-prefixed location can indicate Office of Quality Performance review.observed_current_policy2026-10-075DATA_NDDSS_SOdata_elementNDDSS System Override FieldSODDS Disability ProcessingNDDSS/DDSQ field controlling transmission of case-movement and decisional data to SSA systems, with documented N, C, D, and Y states.observed_current_policy2026-10-075DATA_NED_DOMESTIC_ADDRESSdata_elementNED Domestic Debtor AddressNED AddressAddress Provenance / Debt CollectionDomestic address maintained for a non-entitled debtor in the NED database and made available to ECO through ECO extraction from NED.observed_current_policy_attribute2017-10-315POMS expressly states that changing this NED address does not interface with or update the MBR.DATA_NOTICE_QR_CODEdata_artifactAgency Notice Quick Response CodeQR CodeNotices / Digital ContentQR-code artifact embedded in agency notices to connect recipients to online versions of paper enclosures or other approved content.observed_current_policy2026-10-075No database, hosting platform, QR generator product, or transport is inferred beyond the documented internal request/control system.DATA_NUMIDENT_ALIEN_REG_NUMdata_elementNumident Alien Registration Number AttributeIdentity & EnumerationAlien registration number information received on or during processing of an SSN request and maintained in the 60-0058 record environment.observed_current_sorn2026-10-065Identity/application attribute. This does not establish an SSA immigration-status master separate from Numident.DATA_NUMIDENT_BENEFIT_CLAIM_INDdata_elementNumident Benefit Claim IndicatorIdentity & Enumeration / ClaimsIndicator that a person has filed a benefit claim under a particular SSN.observed_current_sorn2026-10-065The SORN establishes the indicator, but not which claims application writes it or how it is physically stored.DATA_NUMIDENT_CITIZENSHIP_CODEdata_elementNumident Citizenship CodeIdentity & EnumerationCode identifying an SSN holder as a U.S. citizen or identifying the work authorization of a non-citizen.observed_current_sorn2026-10-065Current SORN category of record. Field encoding and update implementation are not stated.DATA_NUMIDENT_DNP_MATCH_RESPONSEdata_elementNumident Do Not Pay Match Response CodeIdentity / External Verification / Payment IntegrityNumerical match or non-match response concept documented for the Numident-to-Do Not Pay identity-verification design covering submitted name, SSN, and optional date of birth.final_numident_designation_effective_response_design_from_proposal2026-10-065Run 84 incorrectly stated that no final designation notice had been located. Treasury published the final designation April 10, 2026, effective immediately. The numerical response-code mechanics remain sourced to the February proposal; current Treasury product availability is tracked separately.DATA_NUMIDENT_EAB_PARENTAGEdata_structureEAB Numident Parentage FieldsIdentity / Enumeration / Person DataEAB-specific Numident iteration indicators and parent-name-at-birth fields, including FMC value 6 and the MNA/FNA fields populated from state vital-statistics birth registration data.observed_current_policy_reference2026-10-055Current POMS permits specified EAB Numident data to support certain Title II parent-child determinations. This does not imply automatic propagation of parent attributes to MBR, SSR, eRPS, or other person records.DATA_NUMIDENT_EAE_FMC_Adata_elementNumident EAE Form Code AFMC AIdentity & Enumeration / NumidentNumident form-code value A indicating that the Numident record was established through Enumeration at Entry.observed_current_policy_reference2026-10-065POMS says no microfilm/electronic SS-5 exists for fully processed EAE and FMC A appears on Numident.DATA_NUMIDENT_EDR_FIELDdata_elementNumident Electronic Death Registration IndicatorEDRIdentity; Numident; DeathNumident field indicating Electronic Death Registration status; current POMS uses Y, and treats O as a proven EDR death, in conjunction with other death-proof fields.observed_current_policy2026-10-065EDR is a provenance/proof indicator on the death-data Numident response, not the I-EDR exchange itself.DATA_NUMIDENT_FORM_CODEdata_elementNumident Form CodeIdentity & EnumerationCode identifying the application path associated with SSN issuance or later identifying-information changes, including original issuance and Enumeration at Birth examples.observed_current_sorn2026-10-065Generic current SORN field concept. Existing Form Code A for Enumeration at Entry remains separately modeled as a documented code value.DATA_NUMIDENT_FRAUD_APP_MAIL_ADDRdata_elementNumident Suspect/Fraud Application Mailing AddressIdentity & Enumeration / Address Provenance / Program IntegrityMailing address of a person who filed an SSN application supported by evidence SSA suspects or determines to be fraudulent.observed_current_sorn2026-10-065Current SORN 60-0058 explicitly limits this mailing-address language to suspect/fraud application records. It is not evidence that Numident is a universal current-residence or benefit-mailing-address master.DATA_NUMIDENT_IDN_Hdata_elementNumident IDN Code HIDN HIdentity / ImmigrationNumident identity coding referenced in current lawful-presence policy.observed_current_not_acceptable_lawful_presence_proof2026-09-175Current POMS explicitly says Numident coding is not acceptable evidence of lawful presence for this determination.DATA_NUMIDENT_INTERNAL_PROC_REFdata_elementNumident Internal Processing Reference NumberIdentity & EnumerationAgency internal processing reference number maintained within the 60-0058 record environment and identified as a retrieval key.observed_current_sorn2026-10-065Logical SORN field/identifier. The public notice does not identify a physical column, table, or database technology.DATA_NUMIDENT_ITERATIONdata_structureNumident Record IterationNumident IterationIdentity & Enumeration / Person Record HistoryA versioned iteration of a number holder record within Numident. Ordinary supported updates create a new iteration appended to the prior iteration; documented keying-error corrections through NCP do not add an iteration.observed_current_policy2026-10-065Logical record-history structure documented by current POMS; physical storage implementation is not inferred.DATA_NUMIDENT_MULTI_SSN_XREF_ATTRdata_elementNumident Multiple-SSN Cross-Reference AttributeIdentity & EnumerationCurrent 60-0058 logical cross-reference information maintained when multiple SSNs have been issued to the same person.observed_current_sorn2026-10-065Do not equate this current SORN attribute with the legacy Multiple Social Security Number Cross Reference File unless a source establishes physical continuity.DATA_NUMIDENT_PARENT_NAMEdata_elementNumident Parent Name FieldParent NameIdentity & Enumeration / Person RelationshipsParent-name attribute maintained on a child number holder’s Numident record.observed_current_policy2026-10-065When changed, current POMS directs staff to review relevant MBR, SSR, and RPS records and initiate necessary actions.DATA_NUMIDENT_PODdata_elementNumident Proof of DeathPODIdentity; Numident; DeathNumident proof-of-death field used with SSD, EDR and comments to determine whether death data can serve as preferred proof.observed_current_policy2026-10-065Current POMS identifies code P as proven/preferred proof in specified combinations.DATA_NUMIDENT_SEX_CODEdata_elementNumident Sex CodeSex CodeIdentity & Enumeration / Person AttributesSex-at-birth code maintained on the Numident record and subject to evidence-based correction or update.observed_current_policy2026-10-065Current POMS directs associated SSA records to be updated when this Numident field is changed; the mechanism is not described as automatic.DATA_NUMIDENT_SPECIAL_INDICATOR_CODEdata_elementNumident Special Indicator CodeIdentity & Enumeration / Program IntegritySpecial indicator code identifying questionable data or special circumstances concerning an SSN application, with examples including false identity, illegal alien, and scrambled earnings.observed_current_sorn2026-10-065Generic current SORN field concept. Individual code values may be separately modeled only when authoritative policy identifies them.DATA_NUMIDENT_SPIN6data_elementNumident HALE Special Indicator 6SPIN 6Identity & Enumeration / PrivacyNumident special indicator code identifying an SSN issued under harassment, abuse, or life-endangerment criteria.observed_current_policy_reference2026-10-065Current disability POMS explicitly states HALE-issued SSNs have SPIN 6 on the Numident record.DATA_NUMIDENT_SSDdata_elementNumident Source of DeathSSDIdentity; Numident; DeathNumident death-provenance field identifying the source of SSA death information; codes 01-65 identify a State source, and code 97 is treated as State Death Match data in current proof-of-death policy.observed_current_policy2026-10-065Source values carry legal disclosure consequences under Social Security Act section 205(r).DATA_NUMI_BIRTH_CERTIFICATE_NUMBERdata_elementNumident Birth Certificate Number FieldBCNEnumeration / Identity ProofingPOMS expressly identifies Numident BCN field and differing display conventions for state birth certificate numbers; not a postal address attribute.documented_current_policy2026-10-075DATA_OACT_ACTUARIAL_LIFE_TABLEdata_productOACT Actuarial Life TableActuarial Life Tableactuarial / mortalityPublic OACT period life table view showing death probability, number of lives, and life expectancy by exact age and sex.observed_current_public_product2026-10-065Current page presents the 2023 period life table as used in the 2026 Trustees Report and allows other years.DATA_OACT_AS_4A1_OASI_TFdata_productActuarial Services Table 4.A1 - Old-Age and Survivors Insurance Trust Fund4.A1Actuarial / Statistical PublicationPublic Actuarial Services time series for OASI Trust Fund income, cost, reserves, and related components.observed_current_publication2026-10-065Current table includes historical data through 2025 and replaces the corresponding discontinued Annual Statistical Supplement section table.DATA_OACT_AS_4A2_DI_TFdata_productActuarial Services Table 4.A2 - Disability Insurance Trust Fund4.A2Actuarial / Statistical PublicationPublic Actuarial Services time series for DI Trust Fund income, cost, reserves, and related components.observed_current_publication2026-10-065Current table includes historical data through 2025.DATA_OACT_AS_4A3_OASDI_TFdata_productActuarial Services Table 4.A3 - OASI and DI Trust Funds4.A3Actuarial / Statistical PublicationPublic Actuarial Services combined OASDI trust-fund historical financial data.observed_current_publication2026-10-065Current table includes historical data through 2025.DATA_OACT_AS_4A4_TOTAL_BENEFITSdata_productActuarial Services Table 4.A4 - Total Annual Benefits by Type and Trust Fund4.A4Actuarial / Statistical PublicationPublic Actuarial Services series for total annual Social Security and Medicare benefits by type of benefit and trust fund.observed_current_publication2026-10-065Current table includes historical data through 2025.DATA_OACT_AS_4A5_OASI_BENEFITSdata_productActuarial Services Table 4.A5 - OASI Benefits by Type4.A5Actuarial / Statistical PublicationPublic Actuarial Services series for annual benefits paid from the OASI Trust Fund by type of benefit.observed_current_publication2026-10-065Current table includes historical data through 2025.DATA_OACT_AS_4A6_DI_BENEFITSdata_productActuarial Services Table 4.A6 - DI Benefits by Type4.A6Actuarial / Statistical PublicationPublic Actuarial Services series for annual benefits paid from the DI Trust Fund by type of benefit.observed_current_publication2026-10-065Current table includes historical data through 2025.DATA_OACT_AUTO_DETERMINATIONSdata_productAutomatic Determinations in Recent YearsActuarial / Statistical Data ProductsOACT consolidated public table of Social Security program amounts automatically adjusted under statutory formulas.observed_current_publication2026-10-065Includes 2016-2026 values within the Atlas research horizon across COLA, AWI, taxable maximum, earnings test, bend points, coverage, SGA and related amounts.DATA_OACT_BEND_POINTSdata_productBenefit Formula Bend PointsPIA Bend PointsActuarial / Benefit Formula / Public DataOACT public series of annual Primary Insurance Amount and maximum-family-benefit formula bend points.observed_current_publication2026-10-065Current series includes 2026 PIA bend points of $1,286 and $7,749 and maximum-family-benefit bend points of $1,643, $2,371, and $3,093.DATA_OACT_BENEFICIARYdata_productSocial Security Beneficiary DataOACT Beneficiary DataActuarial / Statistical DataCurrent OCACT public beneficiary-data service providing tables and queryable statistics on currently paid Social Security beneficiaries, distributions, awards, and related measures.observed_current_publication2026-10-065Public statistical product; underlying physical production store is not identified by the cited page.DATA_OACT_BEN_BY_AGEdata_productOACT Social Security Beneficiaries by AgeActuarial / Beneficiary StatisticsOACT public product presenting numbers of currently paid Social Security beneficiaries by age and beneficiary type, with privacy suppression for cells containing one or two beneficiaries.observed_current_publication2026-10-075Page observed October 7, 2026; displayed aggregate section is end of December 2025. Internal source repository and publication stack are not stated.DATA_OACT_BEN_BY_BENEFIT_LEVELdata_productOACT Social Security Beneficiaries by Benefit LevelBeneficiaries by Benefit LevelActuarial / Statistical PublicationsOACT data product reporting Social Security beneficiaries in current-payment status by monthly benefit level; the current page reports data at the end of December 2025.observed_current_publication2026-10-075Public page does not identify the internal source database, ETL process, scheduler, or publication engine.DATA_OACT_BEN_TYPE_ICPdata_productOACT Benefits Paid by Type of Beneficiary - Current Payment StatusActuarial / Beneficiary StatisticsInteractive OACT public data product reporting beneficiary counts and average benefits by beneficiary type for selected months or time series, with data available from 1967 onward.observed_current_publication2026-10-075The page cautions current-payment amounts are not total trust-fund benefits paid and does not expose its internal production pipeline.DATA_OACT_CBBdata_productContribution and Benefit Base DeterminationCBBActuarial / Automatic Determinations / EarningsOACT annual determination of the OASDI contribution and benefit base using the statutory AWI-indexed formula.observed_current_publication2026-10-0652026 base is $184,500; internal calculation software is not identified publicly.DATA_OACT_COHORT_LIFE_2026data_product2026 Trustees Report Cohort Life TablesCohort Life Tablesactuarial / mortalityHistorical and projected cohort life tables by single year of age, sex, and birth year for the 2026 Trustees Report.observed_current_public_product2026-10-065Birth cohorts 1900-2100 under alternatives I, II, III.DATA_OACT_COVERAGE_THRESHdata_productEmployment Coverage Threshold DeterminationsActuarial / Automatic Determinations / CoverageOACT annual domestic-employee and election-worker coverage threshold determinations.observed_current_publication2026-10-0652026 thresholds are $3,000 for domestic employees and $2,500 for election workers.DATA_OACT_CURRENT_PAYMENT_QUARTERLYdata_productOACT Benefits in Current Payment Status Quarterly SeriesActuarial / Beneficiary StatisticsOACT historical quarterly series showing counts of people receiving Social Security benefits at calendar-quarter end, beginning March 1970, by major beneficiary class.observed_current_publication2026-10-075Page observed October 7, 2026 displays end-of-December 2025 values; internal source and ETL stack are not stated.DATA_OACT_DEATH_PROB_2026data_product2026 Trustees Report Death Probabilities TablesDeath Probabilitiesactuarial / mortalityHistorical and projected probabilities of death by single year of age, sex, and year for the 2026 Trustees Report.observed_current_public_product2026-10-065Historical 1900-2023; projected 2024-2100 under alternatives I, II, III.DATA_OACT_DISABILITY_INSURED_WORKERSdata_productOACT Disability Insured Workers by Age and SexDisability Insured Workersactuarial and statisticsEstimated number of workers insured in the event of disability by age group and sex, with annual series through 2026.observed_current_publication2026-10-065OACT statistical table 4.C2 disability insured.DATA_OACT_DISABLED_AGE_SEX_202606data_productOACT Disabled Worker Beneficiaries by Age and Sex - June 2026Actuarial / Beneficiary StatisticsDetailed table of disabled worker beneficiaries in current-payment status at the end of June 2026, distributed by age and sex with average benefit amounts.observed_current_publication2026-10-075Public page does not identify internal extraction, source database, ETL, or publication technology.DATA_OACT_DI_INCIDENCE_2026data_product2026 DI Disability Incidence Rate SeriesActuarial / Disability Insurance / Public DataPublic plot-point series for Figure V.C3 of the 2026 Trustees Report, covering historical and projected disabled-worker incidence rates.observed_current_publication2026-10-065Public data product; internal production pipeline is not identified.DATA_OACT_DI_TERMINATION_2026data_product2026 DI Disability Termination Rate SeriesActuarial / Disability Insurance / Public DataPublic plot-point series for Figure V.C4 of the 2026 Trustees Report, covering historical and projected disabled-worker termination rates.observed_current_publication2026-10-065Public data product; internal production pipeline is not identified.DATA_OACT_FACT_SHEET_20260630data_productJune 30, 2026 Fact Sheet on Social SecurityOACT Fact Sheet 2026Actuarial / Statistical PublicationsOACT public fact sheet summarizing current OASDI coverage, beneficiary protection, trust-fund operations, and related program statistics as of June 30, 2026.observed_current_publication2026-10-075Public OACT product; the page does not identify an internal database, ETL engine, or publication scheduler.DATA_OACT_FULLY_INSURED_WORKERSdata_productOACT Fully Insured Workers by Age and SexFully Insured Workersactuarial and statisticsEstimated number of fully insured workers by age group and sex, with annual series through 2026.observed_current_publication2026-10-065OACT statistical table 4.C2 fully insured.DATA_OACT_INSURED_WORKERS_STATUSdata_productOACT Insured Workers by Insured StatusInsured Workers by Statusactuarial and statisticsEstimated number of insured workers by insured status, with annual series through 2026.observed_current_publication2026-10-065OACT statistical table 4.C1.DATA_OACT_OASDI_BEN_STATSdata_productSocial Security Beneficiary StatisticsOASDI Beneficiary StatisticsActuarial / Statistical PublicationOACT beneficiary-count data product providing annual OASI/DI beneficiary counts and described by SSA as unedited data from the Master Beneficiary Record.observed_current_publication2026-10-055Current page contains data through December 31, 2025 and points to more detailed beneficiary tables.DATA_OACT_OLDLAW_CBBdata_productOld-Law Contribution and Benefit Base DeterminationOld-law CBBActuarial / Automatic Determinations / EarningsOACT annual old-law contribution and benefit base determination used for specified Social Security, Railroad Retirement, and ERISA purposes.observed_current_publication2026-10-0652026 amount is $137,100.DATA_OACT_PERIOD_LIFE_2026data_product2026 Trustees Report Period Life TablesPeriod Life Tablesactuarial / mortalityHistorical and projected period life tables by single year of age, sex, and calendar year for the 2026 Trustees Report.observed_current_public_product2026-10-065Historical 1900-2023; projected 2024-2100 under alternatives I, II, III.DATA_OACT_PRIMARY_BEN_AGE_SEX_2026data_productOACT Primary Beneficiaries by Age and Sex - June 2026Actuarial / Beneficiary StatisticsOACT data product showing retired-worker and disabled-worker primary beneficiaries by age and sex as of June 30, 2026.observed_current_publication2026-06-305Public page exposes underlying graph data but does not identify the administrative source store or production pipeline.DATA_OACT_PRINC_ECON_2026data_product2026 Principal Economic Assumptions Table V.B1Table V.B1Actuarial / Economic ProjectionsPublic table of historical and projected principal economic assumptions for calendar years 1960 through 2100 under Trustees Report alternatives.observed_current_publication2026-06-095Public data product tied to 2026 Trustees Report; no internal model implementation inferred.DATA_OACT_QC_AMOUNTdata_productQuarter of Coverage Earnings AmountQC AmountActuarial / Automatic Determinations / Insured StatusAnnual amount of earnings needed to earn a Social Security quarter of coverage, published within OACT automatic determinations.observed_current_publication2026-10-0652026 amount is $1,890. This is a published program parameter, not a claimant-level earnings record.DATA_OACT_RETIRED_AGE_SEX_202606data_productOACT Retired Worker Beneficiaries by Age and Sex - June 2026Actuarial / Beneficiary StatisticsOACT table of retired worker beneficiaries in current payment status at the end of June 2026 by single year of age and sex, with average benefit amounts and dual-entitlement breakouts.observed_current_publication2026-06-305Public table does not identify the internal data-extraction or publication technology.DATA_OACT_RET_TEST_EXEMPTdata_productRetirement Earnings Test Exempt Amount DeterminationActuarial / Automatic Determinations / Title IIOACT annual lower and higher retirement earnings-test exempt amounts determined under statutory wage-indexed formulas.observed_current_publication2026-10-065For 2026, annual amounts are $24,480 and $65,160.DATA_OACT_SGAdata_productSubstantial Gainful Activity Amount DeterminationSGAActuarial / Automatic Determinations / DisabilityOACT annual SGA amount determination for blind and non-blind disability cases.observed_current_publication2026-10-0652026 monthly amounts are $2,830 for statutory blindness and $1,690 for other disabilities.DATA_OACT_SOCSEC_AREA_INSUREDdata_productOACT Social Security Area Population and Fully Insured PercentSocial Security Area Insured Populationactuarial and statisticsPopulation in the Social Security area with estimated number and percent fully insured by age and sex for 2022-2026.observed_current_publication2026-10-065OACT statistical table 4.C5.DATA_OACT_SOCSEC_POP_DOWNLOAD_2026data_product2026 Trustees Report Social Security Area Population TablesSocial Security Area Population Tablesactuarial / populationHistorical and projected Social Security area population tables by single year of age, sex, marital status, and year.observed_current_public_product2026-10-065Beginning-, mid-, and end-of-year series with projections through 2100/2101 depending on measure.DATA_OACT_SOLVENCY_PROVISIONSdata_productOACT Long Range Solvency Provisions CollectionLong Range Solvency ProvisionsActuarial / Policy OptionsPublic OACT collection of estimated Social Security program-change provisions and solvency effects.taxation_category_2026_basis_confirmed_other_categories_unverified2026-10-085Current OACT summary page states that estimates are based on the intermediate assumptions of the 2026 Trustees Report. Earlier transition observations remain preserved in prior-version history. Run114: taxation-of-benefits category specifically states 2026 Trustees intermediate assumptions as basis; do not generalize to every other OACT solvency category.DATA_OACT_TR2026_COLA_AWI_ESTdata_productOACT 2026 Trustees Report COLA and AWI EstimatesActuarial / Economic AssumptionsOACT table of estimated future cost-of-living adjustments and national average wage index increases derived from the intermediate assumptions of the 2026 Trustees Report.observed_current_publication2026-10-075Public product identifies the report assumption basis but not the internal actuarial calculation or publication stack.DATA_OACT_TR2026_SINGLE_YEARdata_product2026 OASDI Trustees Report Single-Year Tablesactuarial and statisticalOACT set of historical and projected single-year tables consistent with the 2026 OASDI Trustees Report, with downloadable spreadsheet data.observed_active2026-10-065Public actuarial/statistical publication layer; internal calculation platform not inferred.DATA_OACT_TRUST_FUND_FINANCIALpublic_data_productOACT Social Security Trust Fund Financial DataTrust Fund Financial DataActuarial; Trust Funds; FinanceOACT public financial-data family for OASI and DI trust-fund income, cost, reserves, and related financial operations by selectable periods and frequencies.observed_current_publication2026-10-065Treasury supplies SSA monthly financial-operations data; OACT publishes selectable financial views.DATA_OACT_TRUST_FUND_HOLDINGSpublic_data_productOACT Trust Fund Investment HoldingsTrust Fund Investment HoldingsActuarial; Trust Funds; FinanceOACT public investment-holdings data showing amounts held by security type, interest rate, maturity date, and trust fund, based on monthly Bureau of the Fiscal Service reports.observed_current_publication2026-10-065Public data available for 1990 and later.DATA_OACT_TRUST_FUND_TIME_SERIESpublic_data_productOACT Trust Fund Financial Time SeriesTrust Fund Financial Time SeriesActuarial; Trust Funds; FinanceOACT selectable time-series product for OASI, DI, or combined trust-fund financial items at monthly, quarterly, calendar-year, or fiscal-year frequencies.observed_current_publication2026-10-065The public page exposes time series for data after 1986; physical publication tooling is not identified.DATA_OACT_TRUST_FUND_TRANSACTIONSpublic_data_productOACT Trust Fund Investment TransactionsTrust Fund Investment TransactionsActuarial; Trust Funds; FinanceOACT public data product summarizing Social Security trust-fund investment acquisitions and redemptions, including monthly and time-series views.observed_current_publication2026-10-065Based on Treasury/Bureau of the Fiscal Service monthly reporting.DATA_OACT_TRUST_RATIO_TABLEdata_product2026 Trustees Table IV.B5 Trust Fund Ratiosactuarial and statisticalSingle-year historical and projected OASI, DI, and combined trust-fund ratio table consistent with the 2026 OASDI Trustees Report.observed_active2026-10-065Published OACT data table.DATA_OACT_TR_IVB1_RATESdata_product2026 Trustees Table IV.B1 Annual Income Rates, Cost Rates, and BalancesTR IV.B1Actuarial / OASDI / Publication DataSingle-year historical and projected OASDI annual income rates, cost rates, and balances for calendar years 1970-2100 under Trustees assumptions.observed_current_publication2026-10-065Published as HTML and Excel through OACT supplemental single-year tables. Internal production database/model technology is not inferred.DATA_OACT_TR_IVB2_COMPONENTSdata_product2026 Trustees Table IV.B2 Components of Annual Income RatesTR IV.B2Actuarial / OASDI / Publication DataSingle-year OASDI components of annual income rates for calendar years 1970-2100.observed_current_publication2026-10-065Published as HTML and Excel through OACT supplemental single-year tables. Internal production database/model technology is not inferred.DATA_OACT_TR_IVB3_GDPdata_product2026 Trustees Table IV.B3 Income Rates, Cost Rates, and Balances as Percent of GDPTR IV.B3Actuarial / OASDI / Publication DataSingle-year OASDI income rates, cost rates, and balances expressed as a percentage of GDP for calendar years 1970-2100.observed_current_publication2026-10-065Published as HTML and Excel through OACT supplemental single-year tables. Internal production database/model technology is not inferred.DATA_OACT_TR_VA1_FERT_MORTdata_product2026 Trustees Table V.A1 Fertility and Mortality AssumptionsTR V.A1Actuarial / OASDI / Publication DataSingle-year fertility and mortality assumption series for calendar years 1940-2100 consistent with the 2026 OASDI Trustees Report.observed_current_publication2026-10-065Published as HTML and Excel through OACT supplemental single-year tables. Internal production database/model technology is not inferred.DATA_OACT_TR_VA2_IMMIGRATIONdata_product2026 Trustees Table V.A2 Immigration AssumptionsV.A2Actuarial / OASDI / Publication DataImmigration assumptions, calendar years 1940-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VA3_POP_DEPdata_product2026 Trustees Table V.A3 Social Security Area Population and Dependency RatiosV.A3Actuarial / OASDI / Publication DataSocial Security area population on July 1 and dependency ratios, calendar years 1941-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VA4_PERIOD_LEdata_product2026 Trustees Table V.A4 Period Life ExpectancyV.A4Actuarial / OASDI / Publication DataPeriod life expectancy supplemental single-year table.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VA5_COHORT_LEdata_product2026 Trustees Table V.A5 Cohort Life ExpectancyV.A5Actuarial / OASDI / Publication DataCohort life expectancy supplemental single-year table.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VB2_ECONdata_product2026 Trustees Table V.B2 Additional Economic FactorsV.B2Actuarial / OASDI / Publication DataAdditional economic factors, calendar years 1960-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VC4_OASI_BENdata_product2026 Trustees Table V.C4 OASI Beneficiaries in Current-Payment StatusV.C4Actuarial / OASDI / Publication DataOASI beneficiaries with benefits in current-payment status at year end, 1975-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VC5_DI_BENdata_product2026 Trustees Table V.C5 DI Beneficiaries in Current-Payment StatusV.C5Actuarial / OASDI / Publication DataDI beneficiaries with benefits in current-payment status at year end, 1975-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VC7_SCHED_BENdata_product2026 Trustees Table V.C7 Scheduled Benefit Amounts by Pre-Retirement Earnings PatternV.C7Actuarial / OASDI / Publication DataAnnual scheduled benefit amounts for retired workers with various pre-retirement earnings patterns, 1940-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VIG1_ECON_VARSdata_product2026 Trustees Table VI.G1 Selected Economic VariablesVI.G1Actuarial / OASDI / Publication DataSelected economic variables, calendar years 1970-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VIG2_TRUST_OPS_CURdata_product2026 Trustees Table VI.G2 Combined OASI and DI Trust Fund Operations in Current DollarsVI.G2Actuarial / OASDI / Publication DataOperations of combined OASI and DI trust funds in current dollars from 1970 through reserve depletion.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VIG3_NONINT_CURdata_product2026 Trustees Table VI.G3 Annual Non-Interest Income, Cost, and Balance in Current DollarsVI.G3Actuarial / OASDI / Publication DataAnnual non-interest income, cost, and balance in current dollars, 1970-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VIG4_TRUST_OPS_CPIdata_product2026 Trustees Table VI.G4 Combined OASI and DI Trust Fund Operations in CPI-Indexed 2026 DollarsVI.G4Actuarial / OASDI / Publication DataOperations of combined OASI and DI trust funds in CPI-indexed 2026 dollars from 1970 through reserve depletion.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TR_VIG5_NONINT_CPIdata_product2026 Trustees Table VI.G5 Annual Non-Interest Income, Cost, and Balance in CPI-Indexed 2026 DollarsVI.G5Actuarial / OASDI / Publication DataAnnual non-interest income, cost, and balance in CPI-indexed 2026 dollars, 1970-2100.observed_current_publication2026-10-065Published by OACT as a supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_OACT_TWPdata_productTrial Work Period Earnings Trigger DeterminationTWP TriggerActuarial / Automatic Determinations / Disability Work IncentivesOACT annual monthly earnings amount used to determine whether a month counts as a trial work period service month.observed_current_publication2026-10-0652026 monthly amount is $1,210.DATA_OACT_WORKERS_BEN_TABLEdata_product2026 Trustees Table IV.B4 Covered Workers and Beneficiariesactuarial and statisticalSingle-year historical and projected table of covered workers and beneficiaries consistent with the 2026 OASDI Trustees Report.observed_active2026-10-065Published OACT data table.DATA_OAG_HQ_AWARDSdata_assetRecent SSA Headquarters Contracting History DatasetProcurement / Public DataDownloadable OAG headquarters award listing available in HTML, CSV, XML, and JSON formats.published_snapshot_stale_20232026-10-055Live OAG page displays a listing date of November 2, 2023 and excludes modifications and BPA call orders; it is not treated as current comprehensive procurement data.DATA_OASDI_ANNUAL_AWARD_FILEdata_productOASDI Annual 100-Percent Award FileAnnual Award FileActuarial / Statistical ProductionAnnual OASDI benefit-award file formed by combining 12 monthly MBR award-action files and used to prepare 100-percent award statistics.documented_statistical_pipeline_20252026-035Methodology documented for the 2025 Annual Statistical Supplement, completed in 2026; no unpublished ETL technology is inferred.DATA_OASDI_PUF_2001data_productOASDI Public-Use Microdata File, 2001OASDI PUF 2001Research / Public-Use MicrodataDeidentified public-use extract from the Master Beneficiary Record for persons entitled to OASDI benefits in December 2001; 1 percent representative sample, about 460,000 records and 16 fields.historical_public_use_currently_available2026-10-055Released October 2003; SAS and CSV distributions. Sampling, top/bottom coding, grouping and rounding support disclosure protection.DATA_OASDI_STATE_COUNTY_2025data_productOASDI Beneficiaries by State and County, 2025OASDI State and County 2025Title II / Statistical Publication / GeographyAnnual state- and county-level OASDI beneficiary and payment statistics for December 2025.observed_current_publication2026-10-055Released August 2026; Federal Data Catalog identifier US-GOV-SSA-3415. Publication notes establish MBR and USPS ZIP+4 lineage.DATA_OASDI_ZIP_2024data_productOASDI Beneficiaries by State and ZIP Code, 2024OASDI ZIP 2024Statistical Publication / GeographicAnnual publication reporting OASDI beneficiary counts and benefit amounts by state, SSA field office, and ZIP Code for December 2024.current_publication2026-035SSA says statistics derive from MBR; DOORS associates field-office data with ZIP Codes; USPS geographic data is used. For beneficiaries with representative payees, state/field-office designations are those of the payees, not necessarily beneficiaries.DATA_OHO_AVG_WAIT_HISTdata_productAnnual Data for Average Processing Time Until Hearing HeldHearings & Appeals / Public DataHistorical national annual hearing-held processing-time dataset covering FY1989 through FY2009.historical_open_data2026-10-055Federal Data Catalog identifier US-GOV-SSA-1551. SSA directs users to the separate monthly office series for more recent data beginning September 2010.DATA_OHO_AVG_WAIT_MONTHLYdata_productAverage Wait Time Until Hearing Held ReportHearings & Appeals / Public DataMonthly office-level public report of average months from hearing request date until hearing held for closed cases where a hearing occurred.observed_current_publication2026-10-055Current page is August 2026; archived monthly reports were previously called NETSTATS reports. Do not infer the production data store from the publication alone.DATA_OHO_EXPERT_BUS_ADDRESSdata_elementOHO Expert and Reporter Business AddressExpert Business AddressHearings / Experts / Address ProvenanceBusiness address information maintained for vocational experts, medical experts, other covered experts, and verbatim hearing reporters under BPA.documented_persistent_contract_contact_attribute2018-11-015Contractor/business contact address, not a claimant or beneficiary address. 60-0012 retains records for two years after contract expiration.DATA_OHO_LOCATIONdata_assetSocial Security Hearing Office Location InformationOHO Hearing Office Location DataHearings & Appeals / Geographic DataPublic dataset containing address and telephone information for Social Security hearing offices, distributed as HTML and XML.observed_current_public_data2026-09-295Federal Data Catalog identifier US-GOV-SSA-1729.DATA_OHO_WORKLOAD_PUBLICdata_assetOHO Hearing Office Workload Data FY 2026Hearings & Appeals / Public DataPublic hearing-office-level dataset with receipts, dispositions, pending cases and average processing time.observed_current2026-08-285Useful for future geographic/district display layers.DATA_OIG_WARRANT_DISPdata_assetOIG Warrant Disposition FileProgram Integrity / Fugitive FelonFile created after OIG warrant validation and law-enforcement follow-up and returned for FFSCF disposition processing.observed_current_reference2026-10-035DATA_ORSsurveyOccupational Requirements SurveyORSDisability / Occupational DataBLS occupational survey developed using National Compensation Survey infrastructure; ORS work-requirement data are designated as the primary data source for OIS.wave3_collection_current2026-10-065Wave 2 five-year production data were published in February 2024; BLS is collecting Wave 3.DATA_PACOMM_2016data_assetiAccommodate (PACOMM) BORG Source DatasetPACOMMAccessibility / Person Data / HistoricaliAccommodate dataset identified as a source for the BORG Person subject area.historically_documented_201620165Dataset/application relationship is documented by the source naming; exact schema, extract path, and retention are not public.DATA_PAYMENT_CALC_BASESdata_productPayment Calculation BasesPayment Calculation BasesActuarial / Work Incentives / Provider PaymentsOACT annual Title II and Title XVI values used to calculate certain payments to rehabilitation service providers.observed_current_public_data_product20265Public series includes annual values through 2026 and historical years; internal calculation software and data pipeline are not identified.DATA_PCACS_ECRdata_structureElectronic Control RecordECRProcessing Center / Workload ControlPCACS placeholder/control record created when a listing is received with no paper associated with it.observed_current_reference2026-10-035Public policy describes it as a placeholder in PCACS.DATA_PCLNT_2016data_assetClient (PCLNT) BORG Source DatasetPCLNTShared Client Data / HistoricalClient dataset identified as one of the source datasets loaded into the BORG Person subject area.historically_documented_201620165Do not equate PCLNT automatically with the current Integrated Client Database physical store; the strategic plan names Client (PCLNT) but does not publish the underlying physical source topology.DATA_PC_INITIAL_DISABILITY_APTdata_productProcessing Center Initial Disability Average Processing Time DataPC Initial Disability APTDisability / Processing Centers / Public DataAnnual public data for processing-center and total-agency elapsed processing time and counts for initial disability cases involving a medical determination.observed_current_public_data_product2026-10-065Federal Data Catalog US-GOV-SSA-1384; dataset covers FY2012 onward.DATA_PERSON_VAPT_SEGMENTdata_structurePERSON VAPT SegmentVAPT SegmentPerson / Identity / DisabilityPERSON/ICDB segment that holds the SSN of VA 100 percent permanent and total disability compensation recipients after SSA verifies supplied identity data against Numident.observed_current_policy2026-10-075POMS calls PERSON the SSA Integrated Client Data Base in this workflow. Only the verified SSN storage is established; no broader VA payload persistence is inferred.DATA_PER_REVIEW_2012_2016data_productPre-effectuation Review of Disability Determinations Data, FY2012-2016PER DataDisability / Quality / Open DataPublic national-level annual results from SSA Pre-effectuation Review of disability determinations for fiscal years 2012 through 2016.historical_public_dataset2026-10-055Federal Data Catalog identifier US-GOV-SSA-1492; page remains publicly available although the dataset time period ends in 2016.DATA_PHUS_EVENT070data_elementPHUS Event Code 070EVENT 070Title II / Payments / Payment HistoryPHUS event code used in the current CORE erroneous-death workflow to confirm that Treasury returned a credit after the presenting financial institution was denied payment.observed_current2026-10-075Current POMS also references CDAMT and TDSC-32 in the same event; these subfields are not separately modeled in this run.DATA_PI_ACCOMMODATION_INFOdata_domainPerson Information Accommodation InformationPI AccommodationIdentity / Shared Person Data / AccessibilityAccommodation information documented through iAccommodate within the Person Information (Identity, Contact, Accommodation) environment.observed_current2026-10-055Current POMS establishes the application context and recording workflow. This entity models the data domain, not a claim that every accommodation or all supporting medical material resides in the Person data store.DATA_PI_ARNdata_elementPerson Information Alien Registration NumberARN / A-NumberIdentity / ImmigrationAlien Registration Number recorded in Person Information when available on immigration evidence and used by SSA in SAVE verification workflows.observed_current_reference2026-10-055The A-Number is a DHS identifier. Current POMS directs staff to enter it in Person Information; this does not make PI the DHS source of the identifier.DATA_PI_DEATH_SOURCE_NOTIFICATIONdata_elementPerson Information Death Source of NotificationSource of NotificationIdentity / Death / ProvenancePerson Information death-data provenance field whose documented values can identify MBR or Treasury as the source of death notification.observed_current_reference2026-10-055Current POMS documents values 3=MBR and 4=Treasury for sufficient death documentation. Other possible values are not exhaustively mapped in this run.DATA_POPULAR_BABY_NAMESdata_productPopular Baby Names DataPopular Baby NamesActuarial / Enumeration StatisticsSSA/OCACT public baby-name statistics derived from Social Security card application records; current background states the data use a 100-percent sample of application records as of March 2026.observed_current_publication2026-035Statistical product from enumeration application records. The source page does not state that the publication is generated directly from Numident, SSNAP transaction databases, or another specific physical store.DATA_PPC_ACRdata_structureAction Control RecordACRProcessing Center / Workflow ControlPaperless work-control record that carries event metadata, document history, user identity and audit-trail information for processing-center actions.observed_current2026-10-035Modeled as a workflow/control record, not a standalone application.DATA_PUPS_FACILITY_ADDRdata_elementPUPS Prison or Facility Addressaddress provenancePrison or facility address, city, State, ZIP, and related contact fields in the prisoner response record layout.observed_active2026-10-064Institution/facility address, not a beneficiary residence or mailing address.DATA_PUPS_FACILITY_IDdata_elementPUPS Prisoner Facility Identification CodeFIDProgram Integrity / PrisonerSix-position facility identification code used to identify the correctional or mental health institution associated with prisoner incentive-payment processing.observed_current_policy2026-04-145Facility/institution identifier, not a person identifier.DATA_PUPS_INCENTIVE_PAYEE_ADDRESSdata_elementPrisoner Incentive Payee Facility Mailing AddressIncentive Payee AddressProgram Integrity / Prisoner / Address ProvenanceCorrectional or mental health institution mailing address used for prisoner incentive-payment notices and displayed in QPID/IPID workflows.observed_current_policy2026-04-145Institution/business address, not a beneficiary mailing or residence address.DATA_PUPS_RESPONSEdata_structurePUPS Prisoner Response Recordexternal exchangesAbridged response-record structure associated with SSA prisoner data exchange and PUPS processing.observed_active2026-10-064Underlying layout is dated April 2013 but remains linked from the current SSA Data Exchange Applications catalog.DATA_QR_REVDOC93data_artifactREVDOC 93 Quality Review Evidence LabelREVDOC 93Evidence / SSI Quality ReviewDocument naming/label convention applied by Quality Review to supporting evidence scanned into NDRed so QR material can be distinguished from field-office documents.observed_current_policy2025-08-115Represents a document label/artifact, not a separate repository.DATA_R105_ECBSV_CERTgovernance_documenteCBSV Permitted Entity Biennial CertificationExternal Exchanges & IdentityeCBSV permitted entities submit signed certification at least biennially covering user eligibility, Banking Bill compliance, privacy safeguards and retention of compliance records for at least two years.documented_current_policy2026-10-075DATA_R105_ECBSV_CONSENTconsent_artifacteCBSV Number Holder Written Verification ConsentExternal Exchanges & IdentityeCBSV requires number holder written wet or electronic signature authorizing name/date-of-birth/SSN verification and permitted disclosure.documented_current_policy2026-10-075DATA_R105_ISNO_ACCOM_ADDRlogical_address_attributeiSNO Accommodation Decision Mailing AddressPerson & Address ProvenanceApplicant/recipient provides mailing address for written decision on special notice accommodation; source is user-provided and use is correspondence-scoped.documented_current_policy2026-10-075Not proof of MBR, SSR, or Numident address update. Retention unspecified.DATA_R105_ISNO_HISTORYlogical_data_objectiSNO Client Special Notice Option HistoryNotices & Customer ServiceiSNO Client History box displays ten most recent selections and optionally accommodation counts, all request history and pending accommodation alerts; no physical table/retention interval identified.documented_current_policy2026-10-075Display semantics only; full record count and persistence unspecified.DATA_R105_LV_JOINTderived_public_analytic_dataLongevity Visualizer Joint Survivability OutputsActuarial & Statistical DataVisualizer combines individual life-table survival functions to estimate two-person outcomes: both alive, both dead, one survivor.documented_2016_method2026-10-075DATA_R105_LV_SURVIVALderived_public_analytic_dataLongevity Visualizer Survival and Death DistributionsActuarial & Statistical DataVisualizer computes monthly survival functions and death-age probability distributions from OACT cohort life-table annual mortality inputs (2016 method).documented_2016_method2026-10-075DATA_R105_OACT_COHORT_TABLE_FAMILYstatistical_data_product_familyOACT Cohort Mortality Life Table Product FamilyOACT Cohort Life TablesActuarial & Statistical DataOACT cohort mortality life tables supply probability-of-death and survival inputs for SSA Longevity Visualizer as documented in 2016; no current published version or executable refresh inferred.historical_2016_documented_product2026-10-075Separate from the 2026 Trustees cohort life tables; 2016 executable dataset/version cannot be assumed current.DATA_R194_EAB_ORIGINALdata_productEAB State Vital Records Original Infant Enumeration TransmissionIdentity & EnumerationHospitals submit parent-authorized EAB birth-registration SSN request to State vital records agency, which electronically sends the original infant enumeration request to SSA NCC.documented2010-01-155DATA_R194_SAMOA_BANK_ADDRdata_attributeITS.gov Samoa Financial Institution AddressAddress ProvenanceTreasury ITS.gov Samoa enrollment includes a bank-address field formatted using WS/Town/Name; this is not a beneficiary residence address.documented2026-07-225DATA_R194_SAMOA_BENE_ADDRdata_attributeITS.gov Samoa Beneficiary AddressAddress ProvenanceTreasury ITS.gov Samoa enrollment separately includes beneficiary address formatted WS/Town/Name; not shown to update MBR.documented2026-07-225DATA_R194_SM_SWIFTdata_attributeSan Marino IDD Bank SWIFT-BIC IdentifierTitle II PaymentsSan Marino IDD enrolment in ITS.gov requires bank SWIFT-BIC in addition to IBAN; not a person or address identifier.documented2024-01-165DATA_R194_STAT2020_T2A17_CORpublication_revision2020 Statistical Supplement Table 2.A17 PIA CorrectionsData Products & PublicationMarch 6 2026 corrections to minimum PIAs (2013-19) and family maximum formulas.documented2026-03-065DATA_R194_STAT2020_T2A26_CORpublication_revision2020 Statistical Supplement Table 2.A26 Family Benefit CorrectionsData Products & PublicationApril 21 2026 correction to family amounts and survivor-family minimum-wage PIA.documented2026-04-215DATA_R194_STAT2020_T4A2_CORpublication_revision2020 Statistical Supplement Table 4.A2 Railroad Transfer CorrectionData Products & PublicationDecember 5 2025 correction to 1977 Railroad Retirement transfer amount representation.documented2025-12-055DATA_RECS_SOURCE_INDICATORdata_elementRECS Race/Ethnicity Data Source IndicatorRECS Source IndicatorIdentity & Enumeration / Race and EthnicityIndicator code in the Race and Ethnicity Collection System identifying the source of race/ethnicity data, such as the SSN application process or Enumeration at Birth.observed_current_sorn2026-10-0652025 SORN explicitly identifies this field and examples.DATA_REP_PAYEE_LAY_CAP_EVIDENCEdata_artifactRepresentative Payee Lay Capability EvidenceLay Capability Evidencerepresentative payee / evidenceThird-party lay evidence describing how the beneficiary manages finances to meet basic needs.observed_current_policy2026-10-065SSA-788 is required when SSA contacts a custodian different from the payee applicant.DATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCEdata_artifactRepresentative Payee Legal Incompetence EvidenceLegal Incompetence Evidencerepresentative payee / evidenceCertified court-order evidence establishing or addressing legal incompetence for representative-payee capability determinations.observed_current_policy2026-10-065Stored in NDRed or eView and legal-incompetence details are documented in eRPS when applicable.DATA_REP_PAYEE_MEDICAL_CAP_EVIDENCEdata_artifactRepresentative Payee Medical Capability EvidenceMedical Capability Evidencerepresentative payee / evidenceMedical evidence used to assess a beneficiary ability to manage or direct management of benefits.observed_current_policy2026-10-065SSA-787 is the preferred vehicle, but qualifying other medical-source statements may also be used.DATA_REP_PAYEE_TYPEdata_elementRepresentative Payee TypeRep Payee TypeRepresentative Payee / Person and Organization IdentityIndicator identifying a representative payee as an individual or organization; current policy says it is recorded in eRPS, MBR, and SSR.observed_current2026-07-175This is a program/payee classification attribute maintained across separate records, not evidence of a single enterprise person repository.DATA_RIB_INTERNET_APPS_2246data_productRetirement Insurance Applications Filed via the Internet Data CollectionUS-GOV-SSA-2246Title II / Public DataMonthly national data for retirement insurance applications filed via the Internet and comparable applications filed through other channels, fiscal years 2012 and later.observed_current_public_data_product2026-07-105Federal Data Catalog collection identifier US-GOV-SSA-2246; CSV publication.DATA_ROCdata_artifactRecord of ChangeROCDisability / Audit TrailElectronic-folder audit/change artifact produced for specified EDCS post-transfer changes and viewable through electronic-folder case data/history.observed_current_reference2026-10-045UAT POMS explicitly states EDCS produces a Record of Change for the first UAT action. No physical storage table or file format is inferred.DATA_RR37_TD_SMdata_elementRailroad 1937-to-Date Service MonthsRR 37 TD Service MonthsTitle II / Railroad / EarningsRailroad service-month value on DRRE; 120 or more months can establish career railroad jurisdiction under current policy.observed_current_policy_reference2026-10-075Logical screen data element only.DATA_RR96_TD_SMdata_elementRailroad 1996-to-Date Service MonthsRR 96 TD Service MonthsTitle II / Railroad / EarningsRailroad service-month value on DRRE; 60 or more months can establish career railroad jurisdiction under current policy.observed_current_policy_reference2026-10-075Logical screen data element only.DATA_RRB_MEDICAL_EVIDENCEdata_artifactRailroad Retirement Board Medical EvidenceRRB Medical EvidenceDisability / External EvidenceMedical evidence maintained by the Railroad Retirement Board and furnished to SSA on request to avoid duplicate development.observed_current_policy2026-10-075Public policy does not disclose physical database technology or persistence beyond the documented system/work-control references.DATA_RRB_SSI_ADDRESSdata_elementRRB/SSI Interface Address and ZIPRRB SSI AddressTitle XVI / External Exchange / Address ProvenanceAddress and ZIP fields displayed in the Railroad Retirement Board record format used by the SSI/RRB interface.current_documented_interface_attribute2026-10-064The extract identity establishes RRB context, but the displayed excerpt does not separately label the address field source. No master-address update path is documented.DATA_RSDI_ACCOUNTING_TOTALSdata_productRSDI Accounting Control and Trust Fund TotalsRSDI Accounting TotalsTitle II / Payments & AccountingAccounting, payment-certification, trust-fund, Medicare-premium, and statistical totals accumulated by RSDI-ACCT and used to validate Title II payment/MBR integrity and support financial/trust-fund reporting.historically_documented_current_catalog_parent2007-09-274The PIA documents this data function in 2007; current catalog listing supports parent-system continuity but not unchanged physical implementation.DATA_RSI_APPLICATION_VOLUMESdata_productRetirement and Survivor Insurance Application VolumesRSI Application VolumesTitle II / Public DataMonthly national volumes of Retirement and Survivors Insurance applications and initial Medicare claims, including receipt and completion counts.observed_current_public_data_product2026-10-055SSA Open Data covers FY2009 and later and documents nightly MCS-to-Title II ODS collection plus DOWR reporting dates.DATA_RS_CONTACTdata_productResident Station Contact InformationOperations / Office DataPublic machine-readable resident-station information distributed with SSA office-location data.current_public_data_product2026-03-095Federal Data Catalog identifier US-GOV-SSA-1734.DATA_SAVE_CLASS_OF_ADMISSIONdata_elementSAVE Class of Admission CodeClass of AdmissionIdentity / Immigration AttributeClass-of-Admission or immigration-status code displayed in the online SAVE response and interpreted with the eligibility statement and submitted documentation.observed_current_policy2026-09-175The code does not by itself establish the statutory basis for lawful presence.DATA_SAVE_COUNTRY_OF_BIRTHdata_elementSAVE Country of BirthSAVE COBIdentity / Person AttributeCountry of birth returned in applicable online SAVE query responses.observed_current_policy2026-09-175Country of birth is not necessarily nationality/citizenship; current POMS says it is shown when an A-Number is used.DATA_SAVE_DATE_ADMITTED_TOdata_elementSAVE Date Admitted ToDate Admitted ToIdentity / Immigration AttributeDate-admitted-to value returned in the online SAVE response.observed_current_policy2026-09-175Response attribute; no independent storage or master-record update is inferred.DATA_SAVE_DATE_OF_ENTRYdata_elementSAVE Date of EntrySAVE Date of EntryIdentity / Immigration AttributeDate of entry returned in the online SAVE response.observed_current_policy2026-09-175Response attribute used with immigration evidence; no SSA master-record write is inferred.DATA_SAVE_DHS_SSNdata_elementDHS-Record SSN in SAVE ResponseSAVE DHS SSNIdentity / Person AttributeSSN value shown from the DHS record in an applicable SAVE query response.observed_current_policy2026-09-175POMS warns this SSN was usually supplied to DHS by the alien and may be inaccurate; SSA is told not to verify it or request DHS correction if incorrect.DATA_SAVE_DOBdata_elementSAVE Date of BirthSAVE DOBIdentity / Person AttributeDate of birth returned from the DHS record in an online SAVE query response.observed_current_policy2026-09-175Response attribute; not modeled as authoritative SSA master data.DATA_SAVE_ELIGIBILITY_STATEMENTdata_elementSAVE Eligibility StatementEligibility StatementIdentity / Immigration VerificationEligibility Statement value returned on SSA SAVE query responses as part of DHS immigration-status verification.observed_current_policy2026-10-055Certain Eligibility Statement messages require additional verification and cannot alone establish status.DATA_SAVE_QUERY_RESPONSEdata_artifactSAVE Query ResponseSAVE ResponseIdentity / Immigration VerificationOnline response propagated from DHS records to SSA for a SAVE query using an A-Number or admission number; includes identity and immigration-status attributes.observed_current_policy2026-09-175Treat as a query-response artifact. Current policy requires comparison to submitted immigration evidence and does not establish a standalone SSA response database.DATA_SAVE_VERIFICATION_NUMBERdata_elementSAVE Verification NumberSAVE Verification No.Identity / Immigration VerificationVerification number returned by online SAVE.observed_current_policy2026-09-175Transaction/verification attribute; persistence beyond the documented response/evidence workflow is not established.DATA_SDX_CURRENT_REC_INDdata_elementSDX Current Records Indicatorexternal exchangesIndicator used in SDX to identify the most current record on file when multiple transactions generate more than one SDX record.observed_active2026-10-065Exchange sequencing/current-record field.DATA_SDX_PAYMENT_STATUSdata_elementSDX SSI Payment Status and Ineligibility ReasonTitle XVI / State Data ExchangeSDX includes SSI payment-status code allowing States to determine reason for SSI nonpayment and related Medicaid continuation obligations.documented_current_policy2026-10-075DATA_SDX_REP_PAYEE_ADDRdata_elementSDX Representative Payee Addressaddress provenanceRepresentative payee address fields carried in SDX, including address lines, city, State, ZIP, and ZIP+4 where available.observed_active2026-10-065Payee contact/address representation in the exchange.DATA_SDX_RESIDENCY_BEGINdata_elementSDX Date Residency Beganaddress provenanceSDX date indicating when residence in the reported State/county jurisdiction began; documentation says it is updated by interstate or intrastate moves.observed_active2026-10-065Jurisdiction/residency provenance field.DATA_SDX_RESPONSEdata_structureSDX Response Recordexternal exchangesStructured State Data Exchange record carrying SSI eligibility/payment, identity, address, jurisdiction, representative-payee, and other recipient information.observed_active2026-10-065Record-layout object; no distinct physical repository inferred.DATA_SERS_FEE_RECEIPTdata_productSERS Non-Programmatic Fee ReceiptFinance / PaymentsReceipt printed for customer after successful SERS payment transaction; storage of receipt copy not established.documented_current_policy2026-10-075DATA_SERS_REFUND_REQUESTlogical_data_elementSERS Non-Programmatic Refund Request DataFinance / Address ProvenanceFO-submitted refund request carries SERS order number, customer name, taxpayer ID/SSN, refund mailing address and amount; not an SSA program address master.documented_current_policy2026-10-075Address arises from a refund request and is used for payment correspondence. No evidence of MBR, SSR or Numident update.DATA_SIPPdata_assetSurvey of Income and Program ParticipationSIPPExternal Data / Census / ResearchU.S. Census Bureau survey data used by SSA as an input to the MINT8 microsimulation model when matched to SSA administrative records.observed_current_external_input2026-10-055Modeled as an external data asset; Atlas does not imply SSA owns the source survey.DATA_SOLQ_ID_DISCREPdata_elementSOLQ Identity Discrepancy Codeperson identityIdentity discrepancy code returned in the SOLQ Type 1 response.observed_active2026-10-065Exchange verification result.DATA_SOLQ_MULTI_SSNdata_elementSOLQ Multiple SSN Indicator and Listperson identityMultiple-SSN indicator and related SSN list fields documented in the SOLQ/SOLQ-I response record.observed_active2026-10-065Exchange identity data; no separate repository inferred.DATA_SOLQ_T16_RESPONSEdata_structureSOLQ/SOLQ-I Type 3 Title XVI ResponseSOLQ Type 3External Data Exchange / Title XVITitle XVI response structure appended to the SOLQ/SOLQ-I Type 1 identity response, including SSI status, income, payee, mailing address, residence address, multiple-SSN and payment fields.observed_current_record_layout2026-10-055The record layout ties address ZIP+4 fields to the SSR/SSI master file and describes multiple other SSI record elements. Read-only exchange output is not an SSA address-update path.DATA_SOLQ_T1_RESPONSEdata_structureSOLQ Type 1 Responseexternal exchangesSOLQ/SOLQ-I Type 1 response structure containing identity-verification inputs and response fields such as SSN, name, date of birth, sex, discrepancy, and verification information.observed_active2026-10-065Real-time exchange response structure.DATA_SOLQ_T2_RESPONSEdata_structureSOLQ/SOLQ-I Type 2 Title II ResponseSOLQ Type 2External Data Exchange / Title IITitle II response structure appended to the SOLQ/SOLQ-I Type 1 identity response, including benefit, payment, address, entitlement, death and Medicare-related fields.observed_current_record_layout2026-10-055The record layout explicitly identifies several fields as reflecting Master Beneficiary Record data. It does not establish that every Type 2 field is sourced exclusively from MBR.DATA_SOLQ_VERIFY_CODEdata_elementSOLQ Verification Codeperson identityVerification code returned in the SOLQ Type 1 response with SSN verification data.observed_active2026-10-065Exchange verification result.DATA_SSA1020_OCRdata_artifactSSA-1020-OCR Extra Help ApplicationSSA-1020-OCRMedicare / Extra HelpScannable paper application for Medicare Part D Extra Help.observed_current2026-10-035DATA_SSA455data_artifactSSA-455 Disability Update ReportSSA-455Disability / Continuing Disability ReviewCDR mailer form used to collect updates on medical condition, treatment, training, and work activity; current SSA Forms catalog offers electronic completion and PDF upload.observed_current2026-10-045SSA also names SSA-455-OCR-SM and SSA-455-APP variants. They are recorded as variants/aliases here only at the form-family level; the Atlas does not assert that all variants are technically identical.DATA_SSA545data_artifactSSA-545-BK Plan to Achieve Self-Support ApplicationSSA-545-BKTitle XVI / Work IncentivesPASS application form and retained evidentiary artifact.observed_current2026-10-035DATA_SSA552data_artifactSSA-552 Dedicated Account Use of Funds StatementSSA-552Representative Payee / SSIDedicated-account use statement signed by a representative payee acknowledging permitted-use restrictions and reporting responsibilities.observed_current2026-10-045Current POMS documents electronic completion via Upload Documents, TED initiation, WorkTrack routing and NDRed storage through Evidence Portal.DATA_SSA721_SURVIVOR_ADDRESSdata_elementSSA-721 Survivor AddressDeath / Survivor Leads / Address ProvenanceAddress of a surviving spouse or minor/disabled adult child when supplied on SSA-721.observed_current_form_attribute2026-05-295POMS documents use to send a Survivor letter in DPS. It is a lead/contact attribute; no master-address update is established.DATA_SSA8102data_artifactSSA-8102 Advance Payment or Immediate Payment Receipt and NoticeSSA-8102Payments / Field Office / EvidenceReceipt-and-notice form used for emergency advance and immediate payments and retained in SSA electronic evidence after payment release.observed_current2026-10-055Current September 2026 POMS places the form in the inForm Library and directs technicians to upload the file copy through Evidence Portal after payment release.DATA_SSA8240data_artifactSSA-8240 Wage and Employment Information AuthorizationSSA-8240Earnings / AuthorizationAuthorization used to obtain wage and employment information from payroll data providers for SSDI and SSI, including PIE use.observed_current2026-10-045Current POMS states SSA-8240 or WEIA application pages are the authorized means for WEIA. Current Forms catalog routes electronic completion through Upload Documents.DATA_SSA_COMPREHENSIVE_LISTINGdata_productSSA Comprehensive Data ListingComprehensive Data ListingEnterprise Data / Open DataSSA inventory of authoritative primary/originating data assets and associated public endpoints, available through the Federal Data Catalog and downloadable in structured formats.observed_current_inventory2026-08-245SSA Open Data page states the inventory was last updated August 24, 2026.DATA_SSA_DISABILITY_CLAIM_DATApublic_data_productSSA Fiscal Year Disability Claim DataDisability / DDS / Public DataPublic SSA dataset reporting state-agency disability claim receipts, determinations, and favorable determinations by fiscal year.observed_current_public_data_product2026-10-055Current SSA documentation states these workload measures come entirely from DIODS and exclude claims never referred to a state agency or adjudicative federal component.DATA_SSA_INCARCERATION_DNPdata_assetSSA Incarceration Data (Do Not Pay source)Program Integrity / Incarceration / External ExchangeSSA-owned data source described by Treasury as containing 2025-2026 information on individuals incarcerated in local, state, county, and non-federal facilities as reported to SSA.planned_dnp_availability2026-10-045Treasury lists federal and state usage as coming soon and product availability through Do Not Pay Connect; no current consuming program or transport is inferred.DATA_SSA_WEB_INCIDENT_HISTORYdata_productSSA Web Services Incident HistorySSA Status HistoryInfrastructure / Availability / Publication DataPublic historical incident and scheduled-maintenance record exposed by SSA Web Services Status, including my Social Security network disruptions and maintenance windows.observed_current_publication2026-10-065Operational history only; root cause beyond the public incident narrative is not inferred.DATA_SSIDPP_CASE_CONTROLdata_artifactSSIDPP Case Control SheetSSIDPP Case ControlTitle XVI / Program IntegrityCase-control artifact prepared for each SSN affected by an SSI duplicate-record case.observed_current_policy2026-10-055Used together with Numident and SSID data in the SSI Duplicate Payment Project.DATA_SSID_CRZD_SEGMENTdata_structureSSID CRZD SegmentCRZDTitle XVI / SSI Query / Selection ControlSSID segment carrying redetermination and limited-issue selection indicators and profile-related workload information.observed_current_policy_reference2026-10-075Current POMS uses CRZD selection indicators to identify multiple RZ/LI case types.DATA_SSID_DIAR_SEGMENTdata_structureSSID DIAR SegmentDIARTitle XVI / SSI Query / Work ControlSSID segment that carries diary maturity information, including dedicated-account monitoring DI diary maturity dates.observed_current_policy_reference2026-10-075Current POMS identifies the logical segment; physical database layout is not inferred.DATA_SSID_REPY_SEGMENTdata_structureSSID REPY SegmentREPYTitle XVI / Representative Payee / SSI QuerySSID representative-payee segment used before redetermination to expose payee/custody information and accounting-control indicators.observed_current_policy_reference2026-10-075Current POMS references Type of Payee, Custody, conserved-funds and PA-code information in REPY.DATA_SSITMS_TRUST_CASEdata_assetSSITMS Trust Review Case RecordSSITMS Trust CaseTitle XVI / Resources / Trusts / Person DataCase-level trust review information entered into SSITMS, including claimant or recipient name, representative payee name when applicable, SSN, trust type, remarks, review status, and results.observed_current_policy_reference2026-10-065Field-level set is limited to items explicitly named in POMS; persistence and physical schema are not inferred.DATA_SSI_ABLE_ACCOUNTdata_domainSSI ABLE Account InformationABLE Account DataTitle XVI / ResourcesABLE account information maintained for SSI resource treatment, including State/account identifiers, ownership/signature-authority attributes, dates, and balances; current POMS documents use of the SSI Claims System.observed_current2026-10-0652026 POMS confirms current SSI Claims System handling and State exchange. Earlier 2021 PIA evidence that ABLE information was stored in the MSSICS database is retained as historical architecture; no physical migration is inferred.DATA_SSI_ABLE_BALANCEdata_elementSSI ABLE Account Balance InformationABLE BalanceTitle XVI / Resources / External DataABLE account balance month/year and balance amount maintained in the SSI Claims System.observed_current_policy2026-10-065After the account is documented, subsequent matching State reports can automatically update balance information.DATA_SSI_ABLE_DISTRIBUTIONdata_elementState-Reported ABLE Distribution Data in SSI Claims SystemABLE Distribution DataTitle XVI / Resources / External DataABLE distribution information obtained from State data exchange and present in the SSI Claims System.present_but_currently_not_user_accessible2026-10-065Current POMS says staff cannot access State-exchange distribution data until additional system enhancements are completed.DATA_SSI_ABLE_PREPAID_CARDdata_artifactSSI ABLE Prepaid Debit Card Resource RecordABLE Prepaid Debit CardTitle XVI / ResourcesSSI resource record for an ABLE prepaid debit card, including program State, ABLE account number, intended use, alleged value, and excluded amount.observed_current_policy2026-10-065Current POMS directs use of the Other Resource page and a dedicated exclusion reason.DATA_SSI_ALIEN_STATUS_CODEdata_elementSSI Alien Status CodeAlien StatusTitle XVI / Identity / ImmigrationSSI Alien Status page code used in lawful-presence evidence, including K, S, Y, and 3 in the current policy example.observed_current_policy2026-09-175Program-claim evidence code; Numident coding alone is explicitly insufficient proof of lawful presence.DATA_SSI_ALIEN_STATUS_VERIFIEDdata_elementSSI Alien Status Verified IndicatorAlien Status VerifiedTitle XVI / Identity / ImmigrationYes/no verification indicator on the SSI Alien Status page used when prior SSI records establish acceptable lawful-presence evidence.observed_current_policy2026-09-175Evidence-status attribute.DATA_SSI_AR_IVA1_POPdata_product2026 SSI Annual Report Table IV.A1 Social Security Area PopulationIV.A1Actuarial / SSI / Publication DataHistorical and projected Social Security area population under intermediate assumptions, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVA2_FBRdata_product2026 SSI Annual Report Table IV.A2 Federal Benefit Rate Increases and LevelsIV.A2Actuarial / SSI / Publication DataHistorical and projected SSI federal benefit rate increases and levels, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB1_APPLICATIONSdata_product2026 SSI Annual Report Table IV.B1 Federally Administered ApplicationsSSI IV.B1Actuarial / SSI / Publication DataHistorical and projected SSI federally administered applications by calendar year through 2050.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_AR_IVB2_NEW_RECIPIENTSdata_product2026 SSI Annual Report Table IV.B2 New RecipientsSSI IV.B2Actuarial / SSI / Publication DataHistorical and projected new recipients resulting from SSI applications by calendar year through 2050.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_AR_IVB3_DEATH_TERMSdata_product2026 SSI Annual Report Table IV.B3 Terminations Due to DeathSSI IV.B3Actuarial / SSI / Publication DataHistorical and projected SSI federally administered terminations due to death by calendar year through 2050.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_AR_IVB4_NONDEATH_TERMSdata_product2026 SSI Annual Report Table IV.B4 Terminations Other Than DeathIV.B4Actuarial / SSI / Publication DataSSI federally administered terminations due to reasons other than death, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB5_ALL_TERMSdata_product2026 SSI Annual Report Table IV.B5 Terminations for All ReasonsIV.B5Actuarial / SSI / Publication DataSSI federally administered terminations for all reasons, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB6_FED_CPdata_product2026 SSI Annual Report Table IV.B6 Recipients With Federal Payments in Current-Payment StatusIV.B6Actuarial / SSI / Publication DataSSI recipients with federal payments in current-payment status as of December, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB7_PREVALENCEdata_product2026 SSI Annual Report Table IV.B7 Federal SSI Prevalence RatesIV.B7Actuarial / SSI / Publication DataFederal SSI prevalence rates as of December, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB8_STATE_ONLY_CPdata_product2026 SSI Annual Report Table IV.B8 State Supplementation-Only Recipients in Current-Payment StatusIV.B8Actuarial / SSI / Publication DataRecipients with federally administered State supplementation payments only in current-payment status, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVB9_ALL_ADMIN_CPdata_product2026 SSI Annual Report Table IV.B9 Federally Administered Payment Recipients in Current-Payment StatusIV.B9Actuarial / SSI / Publication DataRecipients with federally administered payments in current-payment status, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVC1_FED_PAYMENTSdata_product2026 SSI Annual Report Table IV.C1 Federal PaymentsSSI IV.C1Actuarial / SSI / Publication DataSSI Federal payments in current dollars by calendar year, published as a supplemental single-year series.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_AR_IVC2_FY_FED_PAYdata_product2026 SSI Annual Report Table IV.C2 Federal Payments by Fiscal YearIV.C2Actuarial / SSI / Publication DataSSI federal payments in current dollars, fiscal years 1978-2026.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVC3_CPI_FED_PAYdata_product2026 SSI Annual Report Table IV.C3 Federal Payments in CPI-Indexed 2026 DollarsIV.C3Actuarial / SSI / Publication DataSSI federal payments in CPI-indexed 2026 dollars, calendar years 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVC4_STATE_SUPP_PAYdata_product2026 SSI Annual Report Table IV.C4 Federally Administered State Supplementation PaymentsIV.C4Actuarial / SSI / Publication DataFederally administered State supplementation payments in current dollars, 1974-2025.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVD1_GDPdata_product2026 SSI Annual Report Table IV.D1 Federal Payments as a Percentage of GDPIV.D1Actuarial / SSI / Publication DataSSI federal payments as a percentage of GDP, 1974-2050.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_IVE1_COSTSdata_product2026 SSI Annual Report Table IV.E1 Selected SSI CostsIV.E1Actuarial / SSI / Publication DataSelected SSI costs, fiscal years 1978-2026.observed_current_publication2026-10-065Published by OACT as a 2026 SSI Annual Report supplemental single-year table in HTML and Excel; internal production stack not inferred.DATA_SSI_AR_VC1_ADULT_DISPdata_product2026 SSI Annual Report Table V.C1 Disabled Adult Claim DispositionsSSI V.C1Actuarial / SSI / Publication DataDisposition of adult SSI disability applications by year of filing and level of decision.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_AR_VC2_CHILD_DISPdata_product2026 SSI Annual Report Table V.C2 Disabled Child Claim DispositionsSSI V.C2Actuarial / SSI / Publication DataDisposition of child SSI disability applications by year of filing and level of decision.observed_current_publication2026-10-065Published as part of OACT 2026 SSI supplemental single-year tables. Internal production system and ETL implementation are not inferred.DATA_SSI_CMRVdata_elementCurrent Market Rental ValueCMRVTitle XVI / Living ArrangementsCurrent market rental value used with rental amount in SSI rental-subsidy determinations.observed_current_policy2026-10-055Current POMS requires verifying/updating CMRV when processing the E2 diary.DATA_SSI_DTACdata_elementSSI D-TACD-TACTitle XVI / Payments / AccountingSSI transaction/accounting control used in a CORE erroneous-death correction scenario to prevent an underpayment from being released.observed_current2026-10-075POMS names D-TAC operationally but does not expand the acronym or disclose implementation details.DATA_SSI_IRS_CONTROLLED_ALERTdata_artifactSSI/IRS Controlled AlertControlled IRS AlertTitle XVI / IRS interfaceIRS interface alert for SSI records exceeding specified tolerances; associated cases receive a 5B diary on the SSR.observed_current_poms2026-10-065Alert is described as a printout from the IRS database; distinguish from the SSR 5B diary itself.DATA_SSI_IRS_INFORMATIONAL_ALERTdata_artifactSSI/IRS Informational AlertInformational IRS AlertTitle XVI / IRS interfaceInformational IRS interface alert for specified high-error-profile redeterminations with resource indicators below controlled-alert tolerance.observed_current_poms2026-10-065Available through MI Central; SSTNG availability documented for high-error-profile RZ cases; disclosure/destruction rules apply.DATA_SSI_IRS_NONWAGEdata_assetSSI IRS Non-Wage Income and Resource DataSSI IRS Non-Wage DataTitle XVI / IRS Match / Program IntegrityIRS-derived non-wage income/resource information from Form 1099 and similar financial-transaction reports used in the SSI IRS interface and 5B alert process.observed_current_interface_data2026-02-255Treat as restricted interface/match data. It is not a verified SSI fact or an address-master update merely because it appears in the interface.DATA_SSI_MONTHLY_STATSdata_productSSI Monthly StatisticsSSI Monthly StatisticsTitle XVI / StatisticsRecurring SSA statistical publication reporting SSI recipient and payment measures; July 2026 tables identify the Supplemental Security Record as the source using 100 percent data.observed_current_publication2026-075Publication/data-product lineage only. This record does not imply a particular ETL, warehouse, database engine, or publication-generation platform.DATA_SSI_PAYMENT_FILESdata_assetSSI Payment FilesSSI Payment FilesTitle XVI / PaymentsNon-public SSA payment files sent to the Department of the Treasury to pay SSI recipients.current_federal_data_catalog2026-08-055Federal Data Catalog identifier US-GOV-SSA-588. The catalog does not specify file format, transport, cadence, or internal staging.DATA_SSI_PROTECTIVE_FILING_DATEdata_elementSSI Protective Filing DateProtective Filing DateTitle XVI / Intake / FilingDate protected by an SSI oral inquiry when policy criteria are satisfied; current POMS examples show technicians documenting this date in eLAS and later using it as the application filing date when applicable.observed_current_policy2026-10-075Logical business data element; physical field name and storage schema are not disclosed.DATA_SSI_PS_T20status_codeSSI Payment Status T20T20Title XVI / Payment StatusSSI payment status used to terminate an incorrect duplicate record when duplicate payment was made.observed_current_policy_reference2026-10-075DATA_SSI_PS_T50status_codeSSI Payment Status T50T50Title XVI / Payment StatusSSI payment status used to terminate an incorrect duplicate record when no payment was made, preventing duplicate issuance.observed_current_policy_reference2026-10-075DATA_SSI_PTACdata_elementSSI P-TACP-TACTitle XVI / Payments / AccountingSSI transaction/accounting control used in a CORE erroneous-death correction scenario to establish an overpayment equal to the affected payment.observed_current2026-10-075POMS names P-TAC operationally but does not expand the acronym or disclose implementation details.DATA_SSI_PUF_2001data_productSSI Public-Use Microdata File, 2001SSI PUF 2001Research / Public-Use MicrodataDeidentified public-use extract from the Supplemental Security Record for persons receiving federal SSI in December 2001; 5 percent representative sample, about 320,000 records and 13 fields.historical_public_use_currently_available2026-10-055Released October 2003; SAS and CSV distributions. Direct identifiers are removed and disclosure-avoidance transformations are applied.DATA_SSI_RENTAL_SUBSIDY_AMOUNTdata_elementSSI Rental Subsidy AmountRental Subsidy AmountTitle XVI / Living ArrangementsRental-subsidy value used in SSI living-arrangement processing and the E2 diary workflow.observed_current_policy2026-10-055Current POMS requires review/update during E2 diary processing.DATA_SSI_RES_STATE_COUNTYdata_elementSSI State and County of Residence CodeSSI Residence State/CountyTitle XVI / Address / ResidencyState and county residence coding maintained on the SSR for SSI and state-supplement administration.observed_current_policy2026-10-055MSSICS/LRES may prefill codes from alleged residence/ZIP; policy requires correction when the prefill is wrong.DATA_SSI_SINGLE_YEAR_2026data_product2026 SSI Annual Report Supplemental Single-Year TablesSSI 2026 Single-Year TablesActuarial / SSI / Statistical PublicationsSupplemental historical and projected single-year tables consistent with the 2026 SSI Annual Report, published in HTML and Microsoft Excel.observed_current_publication2026-10-055Tables extend single-year detail beyond what the bound annual report can show; report context governs interpretation.DATA_SSI_STATE_COUNTY_2025data_productSSI Recipients by State and County, 2025SSI State and County 2025Title XVI / Statistical Publication / GeographyAnnual state- and county-level SSI recipient and payment statistics for December 2025.observed_current_publication2026-10-055Released August 2026; Federal Data Catalog identifier US-GOV-SSA-3416. Publication identifies SSR as principal administrative data source.DATA_SSI_UNDERPAY_CTRL_LOGwork_controlSSI Underpayment Control LogTitle XVI / Payments / Work ControlManual control log used by SSA employees to track large SSI underpayments that require pre-payment review.observed_current2026-10-045OIG explicitly describes manual tracking. The public source does not disclose whether the log is a spreadsheet, database, shared list, or another implementation.DATA_SSI_US_ADMISSION_DATEdata_elementSSI U.S. Admission DateU.S. Admission DateTitle XVI / Identity / ImmigrationAdmission-date attribute documented on the SSI Alien Status page for previously established lawful-presence evidence.observed_current_policy2026-09-175Claim evidence attribute, not a Numident authority.DATA_SSI_U_TACdata_elementSSI U TAC Manual-Netting CodeU TACTitle XVI / Earnings / Payment AdjustmentTransaction/action code staff input when manual netting is required after automated SSI redetermination processing cannot complete.observed_current_policy2026-10-075The public source identifies the code but does not independently document its physical storage.DATA_SSI_YTED_CGdata_elementSSR Youth Transition Exploration Demonstration Case Characteristics CodeYTED CGTitle XVI / Demonstration / SSRCase Characteristics code on the SSR Special Message page carrying YTED plus the MMYY demonstration enrollment start month.observed_current_policy2026-02-065POMS cautions that the code should not be overlaid because it supports demonstration research.DATA_SSNAP_REPLACEMENT_CARD_COUNTdata_elementSSNAP Replacement Card CountReplacement Card CountIdentity & Enumeration / SSN Card ControlsEnumeration-system count of replacement SSN cards used to enforce statutory annual and lifetime card limits and displayed on the SSNAP Additional Info screen.observed_current_policy_reference2026-10-075POMS warns staff not to rely on visual Numident inspection for this count.DATA_SSNEC_APP_MAIL_ADDRdata_elementSSN Application Mailing AddressSSN application mailing addressIdentity & Enumeration / AddressMailing-address information associated with Social Security number applications in the SSNEC/60-0058 record environment.documented_scope_evolved2026-10-054The 2007 SSNEC PIA describes mailing addresses of individuals filing SSN applications broadly. The 2025 republished 60-0058 SORN explicitly lists mailing addresses in the fraud/suspect-application category. This is application provenance, not an enterprise current-residence master.DATA_SSN_CARD_PRINT_FILEdata_artifactSSN Card Printing FileSSN Card Print FileIdentity & EnumerationFile established by the SSNEC environment from which Social Security cards are printed.historically_documented_component2007-09-274Detailed component architecture is documented in the 2007 PIA. Current PIA catalog still lists SSNEC, but current physical implementation of this print file is not independently verified.DATA_SSN_RETIREMENT_DESIGdata_elementAdditional SSN Retirement DesignationRetired SSN DesignationIdentity & Enumeration / Numident IntegrityDesignation that an additional SSN assigned to the same individual is retired, described by SSA OIG as a remediation control for duplicate SSN assignment.remediation_control_documented_20262026-10-064OIG documents the control outcome but does not identify the physical field, application, or repository in which retirement status is stored.DATA_SSN_SEX_VERIFY_INDdata_elementSSN Sex Field Verification IndicatorSex Field Verification IndicatorIdentity / Data ExchangeResponse data element that SSA may include in an SSN verification exchange only when the requesting entity provides sufficient program need justification and SSA approves disclosure.observed_current_policy2026-10-055Removed from SSNVS employer service in September 2011; for covered data exchanges since 2013 it requires business-need justification.DATA_SSR_ACDdata_elementSSR Address Change DateACDTitle XVI / Address / Record ControlAddress change date field on the Supplemental Security Record used to determine the recency of the SSI address during cross-program address development.observed_current_policy_reference2026-10-065Current Title II undeliverable-mail policy directs staff to compare the SSR ACD with the MBR ADDR Updated value. The field is a recency/control attribute, not a separate address source.DATA_SSR_ADdata_elementSupplemental Security Record Address FieldADTitle XVI / AddressSSR address field used for the mailing address for notices and, where applicable, checks; with a representative payee it reflects the payee mailing address.observed_current_policy_reference2026-10-055AD is not necessarily the recipient residence address and is not affected by direct-deposit bank-address data.DATA_SSR_CMPH_SEGMENTdata_structureSSR CMPH Case Characteristics SegmentCMPHTitle XVI / Supplemental Security Record / AddressSSR segment that current interstate COA policy says should be updated with correct residence information after new residence and living-arrangement development.observed_current_policy_reference2026-08-075Physical record layout is not inferred beyond the named SSR segment.DATA_SSR_DD_INDICATORdata_elementSSR Direct Deposit IndicatorDirect Deposit IndicatorTitle XVI / Payments / Resource DevelopmentSupplemental Security Record indicator whose presence is a lead to develop a financial account during an SSI redetermination.observed_current_policy_reference2026-10-075POMS documents the indicator as a development lead; internal field code is not identified.DATA_SSR_GRCdata_elementSSR Pending Grant Reimbursement CodeGRCTitle XVI / Interim Assistance / SSRPending grant reimbursement code placed on the Supplemental Security Record when interim assistance reimbursement is pending.observed_current2026-10-075Current POMS says the code can be added by an FO or an automated interface; source does not identify a single upstream interface.DATA_SSR_M1data_elementSSR Multiple Social Security Number Field M1M1Title XVI / Identity Cross-ReferenceSupplemental Security Record field used to cross-reference another SSN associated with an SSI duplicate-record case.observed_current_policy2026-10-055Current POMS directs entry of correct/wrong SSNs into the M1 field when duplicate records pertain to the same person.DATA_SSR_MAdata_elementSSR Multiple Social Security Number Field MAMATitle XVI / Identity Cross-ReferenceSupplemental Security Record field used in the duplicate-record workflow when the SSN on the terminated record was also issued to the individual through enumeration.observed_current_policy2026-10-055Condition-specific use in SSIDPP; not a general automatic Numident synchronization field.DATA_SSR_OPSQlogical_data_elementSSR Overpayment Sequence Data SegmentOPSQTitle XVI / Payments & DebtSSR OPSQ segment carries SSI overpayment sequence information for waiver development and SSA-635 documentation; no DBMS schema inferred.documented_current_policy2026-10-075DATA_SSR_PAYFLAG3data_elementSSR Pay Flag 3Pay Flag 3Title XVI / Payments / Supplemental Security RecordSSI payment flag used in the CORE erroneous-death correction workflow; an S indicates Treasury returned a credit and Reclamations can overlay it with U before special-voucher reimbursement.observed_current2026-10-075Modeled as an SSR data element. Physical field storage and coding table implementation are not inferred.DATA_SSR_PMTHdata_structureSupplemental Security Record Payment History SegmentPMTHTitle XVI / PaymentsPayment-history segment/display on the Supplemental Security Record used to store check-claim forgery indicators and payment-history status.observed_current2025-01-275POMS references Payment History - PMTH and the PMTH Segment Display.DATA_SSR_RAdata_elementSupplemental Security Record Residence FieldRATitle XVI / AddressSSR field used to represent residence or, in certain representative-payee circumstances, the recipient mailing address when it differs from the payee address.observed_current_policy_reference2026-10-055Field semantics vary with representative-payee circumstances; do not equate RA universally with physical residence.DATA_SSR_SQDlogical_data_elementSSR Overpayment Sequence DateSQDTitle XVI / Payments & DebtSSR OPSQ sequence date (SQD) used to identify pending SSI waiver sequence on SSA-635.documented_current_policy2026-10-075DATA_SSR_UPV_Vdata_elementSSR Underpayment Verification Code VUPV:VTitle XVI / Underpayments / SSRUnderpayment verification code V used to hold an SSI underpayment while Interim Assistance Reimbursement processing is pending.observed_current2026-10-075Current POMS establishes the code and hold behavior.DATA_STATE_AGENCY_WORKLOAD_SAMPLINGdata_assetState Agency Workload SamplingUS-GOV-SSA-581Disability / DDS / AnalyticsNon-public SSA daily data asset used to produce information about distribution of DDS workloads, personnel-resource utilization, and time needed to process individual workloads.observed_current_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-581. No backend, sampling engine, or relationship to DIODS is inferred without additional evidence.DATA_STATE_VEHICLE_TITLE_REGexternal_data_domainState Vehicle Title and Registration InformationState Vehicle Title/RegistrationTitle XVI / Resources / External VerificationState vehicle ownership/title/registration information that SSA employees may obtain from third parties when they suspect an SSI recipient owns an unreported vehicle.observed_current_external_reference2026-10-075This is a logical external data domain across State sources, not a claim of one national SSA vehicle database.DATA_STAT_SUPP_5A_2026data_productAnnual Statistical Supplement 2026 - Summary of OASDI Benefits in Current-Payment Status (5.A)5.AStatistics / OASDI / Publication2026 Annual Statistical Supplement section reporting OASDI beneficiaries in current-payment status; its tables identify the Master Beneficiary Record as their administrative source.observed_current_publication2026-10-0752026 edition expands 5.A1 and folds or suppresses statistics formerly published separately in 5.A5, 5.A6, 5.A10, and 5.A16.DATA_STAT_SUPP_5L_2026data_productAnnual Statistical Supplement 2026 - OASDI Representative Payees (5.L)5.LStatistical Publications / OASDI / Representative Payee2026 Annual Statistical Supplement section reporting OASDI beneficiaries in current-payment status with representative payees.observed_current_publication2026-10-075Section 5.L identifies MBR 100-percent data as its source.DATA_STAT_SUPP_6A_2026data_productAnnual Statistical Supplement 2026 - Summary of OASDI Awards (6.A)6.AStatistics / Publication2026 Annual Statistical Supplement section published from SSA administrative program records.observed_current_publication2026-10-075Current section identifies Master Beneficiary Record as source; no internal ETL or publication technology inferred.DATA_STAT_SUPP_6B_2026data_productAnnual Statistical Supplement 2026 - OASDI Awards to Retired Workers (6.B)6.BStatistics / Publication2026 Annual Statistical Supplement section published from SSA administrative program records.observed_current_publication2026-10-075Current section identifies Master Beneficiary Record as source; no internal ETL or publication technology inferred.DATA_STAT_SUPP_6C_2026data_productAnnual Statistical Supplement 2026 - OASDI Awards to Disabled Workers (6.C)6.CStatistics / Publication2026 Annual Statistical Supplement section published from SSA administrative program records.observed_current_publication2026-10-075Current section identifies Master Beneficiary Record as source; no internal ETL or publication technology inferred.DATA_STAT_SUPP_6D_2026data_productAnnual Statistical Supplement 2026 - OASDI Awards to Dependents and Survivors (6.D)6.DStatistics / Publication2026 Annual Statistical Supplement section published from SSA administrative program records.observed_current_publication2026-10-075Current section identifies Master Beneficiary Record as source; no internal ETL or publication technology inferred.DATA_STAT_SUPP_7A_2026data_productAnnual Statistical Supplement 2026 - Summary of SSI (7.A)7.AStatistics / Publication2026 Annual Statistical Supplement section published from SSA administrative program records.observed_current_publication2026-10-075Current section identifies Supplemental Security Record as source; no internal ETL or publication technology inferred.DATA_STAT_SUPP_7E_2026data_productAnnual Statistical Supplement 2026 - SSI Recipient Characteristics (7.E)7.EStatistical Publications / SSI2026 Annual Statistical Supplement section reporting SSI recipient characteristics including representative-payee, age, sex, living-arrangement and noncitizen statistics.observed_current_publication2026-10-075Section 7.E identifies SSR 100-percent data as its source.DATA_STUDENT_EXPECTED_GRAD_DATEdata_elementStudent Expected Graduation DateExpected Graduation DateTitle II / Student BenefitsExpected secondary-school graduation date supplied through student-benefit evidence and used to code the Student Entitlement screen.observed_current2026-10-075The form supplies the date; public POMS does not establish a stand-alone enterprise field outside the student-benefit workflow.DATA_STUDENT_SCHOOL_OPERATING_BASISdata_elementStudent School Operating BasisSchool Operating BasisTitle II / Student BenefitsSchool operating basis (yearly or semester/quarterly with or without required re-enrollment) certified by the school official and used to determine student-benefit duration.observed_current2026-10-075Operational value comes from SSA-1372 certification and is coded in the STUD workflow.DATA_SUBMITTED_IDR_LISTdata_assetSubmitted Disability Reports ListingDisability / Workload ManagementiWMI listing of received Internet Disability Report transmissions requiring field-office action.observed_current_reference2026-10-035POMS states claimant SSNs appear on the listing the day after IDR submission.DATA_SUSPENDED_3P_SUBMITTERSpublic_data_productSuspended Third-Party SubmittersSuspended SubmittersEarnings / Program IntegrityPublic BSO page used to identify third-party wage-report submitters suspended from electronic wage reporting when SSA determines publication is appropriate.observed_current_empty2026-10-055SSA currently states no third-party submitters are suspended. The page is modeled as a publication/control surface, not as proof of the underlying enforcement database.DATA_SVB_INDICATORdata_assetSpecial Veterans Benefit IndicatorSVB indicatorSpecial Veterans BenefitsPermanent indicator on the Title VIII/SSR record identifying an SVB claim.current_poms_retained_detailed_topology_old2026-04-134DATA_T16_DD_CHECK_STATSdata_productSupplemental Security Income Direct Deposit and Check StatisticsSSI DD/Check StatisticsPublic Data / Title XVI / PaymentsSSA public state-level monthly statistics showing SSI check payments, direct-deposit payments, total payments, and percent direct deposit.observed_current2026-10-075October 2026 publication observed. Internal source database and publication pipeline are not identified on the public page.DATA_T2R_COA_ERROR_LOGdata_artifactT2R Change of Address Notice Error LogT2R COA Error LogTitle II / Notices / Work ControlError log receiving incomplete T2R change-of-address notices for systems staff investigation.observed_current_policy2026-10-075Address provenance is explicit: the confirmation notice uses the old mailing address stored on MBR; no separate beneficiary/payee address is available on MBR for this notice.DATA_T2R_COA_SKELCOMPdata_artifactT2R Change of Address SKELCOMP RecordT2R COA SKELCOMPTitle II / Notices / LegacyLegacy notice-composition record formerly generated by T2R for TNA-based formatted notices; generation stopped in October 2022.retired_20222026-10-075Address provenance is explicit: the confirmation notice uses the old mailing address stored on MBR; no separate beneficiary/payee address is available on MBR for this notice.DATA_T2R_COA_XMLdata_artifactT2R Change of Address XML FileT2R COA XMLTitle II / Notices / IntegrationXML notice data file generated by T2R and used by Customer Communications Management to compose T2R change-of-address confirmation notices beginning in October 2022.observed_current_policy2026-10-075Address provenance is explicit: the confirmation notice uses the old mailing address stored on MBR; no separate beneficiary/payee address is available on MBR for this notice.DATA_T2_DD_CHECK_STATSdata_productSocial Security Direct Deposit and Check StatisticsTitle II DD/Check StatisticsPublic Data / Title II / PaymentsSSA public state-level monthly statistics showing Social Security check payments, direct-deposit payments, total payments, and percent direct deposit.observed_current2026-10-075October 2026 publication observed. Internal source database and publication pipeline are not identified on the public page.DATA_T2_OVERPAYMENT_NOTICEdata_artifactTitle II Overpayment NoticeOASDI Overpayment NoticePayments / DebtWritten notice to an overpaid Title II individual explaining the overpayment, amount, reason, repayment liability, and required rights/options under current policy.observed_current_policy2026-09-305Generated through established notice systems such as MACADE, AURORA, or DPS; exact channel is workload-dependent.DATA_TAX_GEO_ADDRdata_elementTax-Record Address for Statistical Geographic AssignmentTax-record geographic addressAddress Provenance / StatisticsAddress information extracted from worker tax records and used to assign state and county of residence for SSA statistical production/research.statistical_geographic_input2024-125This is statistical provenance, not an SSA person-master mailing/residence update. Current Earnings and Employment methodology describes W-2 employee residence and addresses matched to self-employment reports.DATA_TA_ABLE_ROLLOVERbusiness_eventTrump Account to ABLE RolloverTA-ABLE RolloverTitle XVI / Resources / ABLETrustee-to-trustee transfer of an eligible Trump Account balance to an ABLE account during the calendar year the beneficiary attains age 17.observed_current_policy2026-07-095Event affects SSI resource treatment; no banking transport or SSA settlement role inferred.DATA_TITLE2_APP_FILING_DATEdata_elementTitle II Application Filing DateApplication Filing DateTitle II / Claims / MBRTitle II application filing date, which is the earlier of the valid application receipt date or an applicable protective filing date and can be reflected on the MBR.observed_current2026-10-075Current POMS states MCS allows the protective filing date to show as the filing date on MBR to conform to regulations.DATA_TITLEII_ZIP_FLAGdata_elementTitle II ZIP Code FlagZIP Code FlagTitle II / Address MetadataAlphanumeric MBR address-control field used for ZIP+4 processing and to record NCOA processing status, including L, P, and X states.observed_current_policy_reference2026-10-055POMS is dated 2011 but remains in the policy library. L marks notice/verification stage, P indicates MBR address changed from USPS NCOA information, and X suppresses selection for the next NCOA match after beneficiary objection.DATA_TITLEII_ZIP_FLAG_DATEdata_elementTitle II ZIP Code Flag DateZIP Flag DateTitle II / Address MetadataMonth/year associated with the Title II ZIP Code Flag on the MBR; generated automatically according to SSA ZIP/NCOA policy.observed_current_policy_reference2026-10-055Policy-level field definition; storage beyond the documented MBR association is not inferred.DATA_TNEV_TRANSIENT_INPUTdata_structureTNEV Transient Verification Call DataTNEV Call DataCustomer Service / Employer / Identity VerificationUser credential, employer EIN, and employee identity data collected during an employer-verification call and discarded at the end of the call.current_documented_transient_data2026-10-065Current 2025 PIA states the TNEV application does not retain spoken information and data are dropped at end of call.DATA_TOELdata_structureType-of-Event-Level MetadataTOELProcessing Center / Work ClassificationHierarchical event classification carried on Paperless Action Control Records to identify the kind of work involved.observed_current_reference2026-10-035POMS uses TOEL/TOELs terminology; this entity models the metadata concept.DATA_TREASURY_CDNdata_artifactClaims Disposition NoticeCDNTitle XVI / Treasury Check ClaimsTreasury check-claim status record delivered electronically to SSI systems, including forgery-claim status.observed_current_policy_reference2025-01-275POMS states SSI systems have received an electronic CDN file from Treasury since 2008; transport protocol is not named.DATA_TREASURY_CHECK_CLAIMS_PACKAGEdata_artifactTreasury Check Claims PackageClaims PackagePayments / Treasury / NonreceiptTreasury-generated package for specified missing-check claims, containing claims documents and a check image and made available through TCIS.observed_current2026-10-045Mapped at the business-artifact level; Treasury repository implementation is not inferred.DATA_TREASURY_PROCESS_MSGdata_artifactTreasury Process MessageExternal Exchange / Treasury / PaymentsTreasury reply indicating the action taken in response to SSA input; also called a disposition code.observed_current_policy_reference2026-10-045Current POMS says the message posts to PHUS for Title II and UPTQ for Title XVI.DATA_TRUMP_ACCOUNT_RESOURCEdata_domainTrump Account SSI ResourceTATitle XVI / Resources / Financial AccountsTax-advantaged child investment account whose SSI resource treatment changes between the growth period and post-growth period.observed_current_policy2026-07-095Modeled as an SSI resource type, not as an SSA-owned financial account or repository.DATA_UNASSIGNED_SSNdata_assetUnassigned Social Security NumbersUnassigned SSNsIdentity & EnumerationNon-public SSA data asset described as a database list of Social Security numbers that have not been assigned.current_federal_data_catalog2026-09-295Federal Data Catalog identifier US-GOV-SSA-160. No relationship to Numident storage or SSNAP assignment logic is inferred from the catalog description alone.DATA_UNIQUE_ENTITY_IDENTIFIERidentifierUnique Entity IdentifierUEIAcquisition / Payments / External IdentityFederal entity identifier obtained through SAM.gov and accepted by SSA with representative travel reimbursement requests.observed_current_ssa_guidance2026-10-075External federal identifier; not an SSA person identifier and not evidence of a beneficiary identity record.DATA_UPLOAD_ROUTING_ZIPdata_elementUpload Documents Field-Office Routing ZIP CodeUpload Routing ZIPAddress Provenance / Digital IntakeMailing-address ZIP code used by Upload Documents to route a customer submission to the jurisdictional field office.observed_current_routing_attribute2026-10-065Normally sourced from Person Information. If no mailing address is on file in PI, the customer must enter a mailing-address ZIP for routing. Public policy does not state that the customer-entered ZIP updates PI/PERSON or another master record.DATA_USDC_INVENTORY_LOGwork_control_artifactU.S. Debit Card Inventory LogUSDC Inventory LogPayments / Field Office ControlsField-office inventory log used to track receipt and disbursement of U.S. Debit Cards, including last four card digits, issue date, office code, and required signatures.observed_current2026-10-055Current POMS says the log is stored with card inventory and the required template is available on the TPPS website. No centralized electronic repository is inferred.DATA_USPS_119TH_CONG_GEOdata_domainUSPS Geographic Data for 119th Congressional DistrictsGeography / Published StatisticsUSPS geographic data as cited by SSA in 2025 congressional district statistical tables; authoritative source does not identify a particular USPS file or geographic crosswalk algorithm.documented_2025_data_source2026-10-075Publication input only. Not evidence USPS assigns/updates current SSA person addresses.DATA_USPS_LOCATE_MAIL_ADDRdata_elementUSPS-Supplied Beneficiary Mailing AddressUSPS Locate AddressTitle II / address provenanceCurrent beneficiary mailing address obtained from USPS during whereabouts-unknown or undeliverable-mail development.observed_current_policy_input2026-10-065Development input distinct from the separate NCOA mass-change process; no automatic write is inferred for this locate-letter workflow.DATA_USPS_NATIONAL_ZIP4external_data_referenceUSPS National ZIP+4 FileZIP+4Address / Geographic ReferenceNational ZIP+4 reference file produced by the U.S. Postal Service and used by SSA statistical production to designate OASDI beneficiary state and county from 9-digit ZIP Codes.observed_current_statistical_reference2026-10-055Do not equate this external reference file with SSA ZIP Code Master File without evidence of physical identity or ingestion implementation.DATA_USPS_ZIP_TABLESreference_data_storeSSA ZIP Tables for Front-End Address EditingZIP TablesAddress Provenance / Reference DataReference tables used for front-end ZIP Code validation and updated as part of USPS mass change-of-address processing.documented_policy_reference2026-10-074POMS establishes the tables and their use but does not identify physical platform, database technology, or current owner.DATA_US_MAILING_ABROAD_240_CODEdata_element240 Listing Code for U.S. Mailing Address Abroad240 Listing CodeTitle II / International / Address ProvenanceListing code required for a beneficiary residing outside the United States while maintaining a U.S. mailing address, except APO/FPO addresses.observed_current_policy_attribute2024-02-075Public POMS identifies the control code but not its physical storage location.DATA_US_TOTALIZATION_ERdata_artifactU.S. Totalization Earnings RecordTitle II / International / EarningsU.S. coverage/earnings record prepared for transmission to a foreign liaison agency in Totalization processing.observed_current2026-10-045Generated from MCS in concurrent claims or requested through ICERS in foreign-benefits-only cases.DATA_VAMS_VANdata_elementVerification Account NumberVANExternal Data Exchange / Account ManagementUnique account identifier issued to verification and data-exchange accounts maintained in VAMS.current_open_data_inventory2026-09-295Account identifier, not a person identifier.DATA_VA_SSI_ADDRESSdata_elementVA/SSI Interface Address DataVA SSI AddressTitle XVI / External Exchange / Address ProvenanceAddress attributes carried in the VA extract used by the SSI/VA interface, including foreign-address indicator, address type, address data, and ZIP code.current_documented_interface_attribute2026-10-065Classified as external interface data. POMS does not establish automatic update of SSR, MSSICS, PI/PERSON, Numident, or MBR addresses.DATA_VENDOR_CAPABILITY_STATEMENTdata_artifactSSA Vendor Repository Capability StatementVendor Capability Statementprocurement / market researchVendor-submitted capability statement and related email metadata/attachments placed into SSA Vendor Information Repository for market research.observed_current_guidance2026-10-065Current guidance says repository information remains approximately one year and then is deleted unless resubmitted.DATA_WAIVER_2PIN_CONTROLlogical_controlWaiver Second-PIN Authorization ControlPayments & DebtSecond credential/authorization recorded in DMS for Title II or direct SSR update for Title XVI; specific database field and authentication infrastructure undisclosed.documented_current_policy2026-10-075Logical policy authorization control; not a separate credential database.DATA_WFIDdata_identifierWage File IdentifierWFIDEarnings / Employer ReportingIdentifier used by SSA to identify a submitted wage report in anomalous-wage investigations.observed_current2026-10-055Current POMS states investigative notices identify suspect reports by WFID, EIN, and tax year.DATA_WOUNDED_WARRIOR_2016data_assetWounded Warrior BORG Source DatasetWounded WarriorPerson Data / HistoricalWounded Warrior dataset identified as a source for the BORG Person subject area.historically_documented_201620165The strategic plan does not describe the dataset schema or its physical system of origin.DATA_ZDPCdata_elementZIP Delivery Point CodeZDPCTitle II / Title XVI / Address MetadataThree-position USPS-authorized delivery-point/bar-code element derived by SSA ZIP+4 processing and annotated to MBR and SSR during ZIP maintenance.observed_current_policy_reference2026-10-055POMS states ZDPC comprises two digits derived from house/box number plus a control character; current runtime technology is not inferred from the age of the policy page.DB_ACT_TORdata_storeAssignment and Correspondence Tracking System - Tactical / Operational ReportingACT Tactical / Operational ReportingEnterprise Workflow / ReportingReporting data store for the Assignment and Correspondence Tracking System.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-213.DB_AC_WORKING_FILEdata_storeAppeals Council Working File RecordsAC Working FileAppeals / Case DevelopmentInternal Appeals Council working file containing analyses, recommendations, request-for-review materials, actions, notices, decisions, transcripts when available, and related communications.current_sorn_catalog_implementation_detail_from_20182026-10-065Current SORN catalog still lists 60-0004; electronic implementation detail comes from 2018 notice.DB_ADMIN_PAYMENT_INFOdata_storeAdministrative Payment InformationFinance / Administrative PaymentsData store containing administrative payment status information.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-244; no application linkage inferred.DB_ADMIN_SANCTIONSdata_storeSSA Administrative Sanctions DatabaseProgram Integrity / Administrative SanctionsPrivacy Act system of records for SSA administrative sanctions.current_sorn_catalog2026-10-035SORN 60-0280. Exact technical relationship to AS Tool/SPAS/client database remains unverified.DB_AERO_BYPASSdata_storeAERO BYPASS FileAERO BYPASSTitle II / Earnings ExceptionsException/bypass file that generates alerts for manual review when AERO automation should not proceed because of unresolved earnings-record issues.observed_current_reference2026-10-035Current POMS revised 2025 explicitly identifies the AERO BYPASS file.DB_AFI_MIdata_storeAccess To Financial Institutions - Management InformationAFI MITitle XVI / Financial DataManagement-information asset covering requests/responses from financial institutions for Title XVI eligibility inquiries.current_open_data_inventory2026-07-235US-GOV-SSA-3.DB_ALJ_WORKING_FILEdata_storeAdministrative Law Judge Working File RecordsALJ Working FileHearings / Case DevelopmentInternal hearing-level working file containing case actions, working notes, analyses, worksheets and copies of case-related materials.current_sorn_catalog_implementation_detail_from_20182026-10-065Current SORN catalog still lists 60-0005; electronic implementation detail comes from 2018 consolidated notice.DB_ALPHIDENTdata_storeALPHIDENT FileALPHIDENTIdentity Verification / Reference DataSSA identity reference file used in the prisoner matching operation when inmate SSNs are missing or do not meet verification criteria.observed_current_reference2026-10-035Scope limited to the use documented in prisoner matching POMS.DB_APPOINTED_REPdata_storeAppointed Representative DatabaseRepresentation / DataDatabase documented by SSA for information collected and maintained about appointed representatives, business entities, registration, appointments, and related activity.documented_in_current_pia_catalog; implementation_detail_from_2010_pia2026-10-044The detailed implementation description is from the 2010 PIA that remains linked in SSA’s current PIA catalog. Current physical relationship to RASR/AARPS is not published and is not inferred.DB_APPOINTED_REP_1099data_storeAppointed Rep/Attorney Fee Form 1099Representation / Fees / Tax ReportingData store containing detailed Appointed Representative Suite information supporting appointments, Form 1099 issuance, and representative-claimant relationships.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-104. No physical relationship to RASR or AARPS is inferred.DB_APPOINTED_REP_MI_ODSdata_storeAppointed Representative Management Information - Operational Data StoreRepresentation / Management InformationOperational data store containing information about appointed representatives used for reporting purposes.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-5. Catalog establishes existence and purpose but does not publish physical upstream/downstream interfaces.DB_APPT_SCHED_MIdata_storeAppointment Scheduling Management InformationAppointment Scheduling MICustomer Service / AppointmentsManagement-information asset providing reports for appointment, leads, and 800 activity, with scheduling explicitly identified in the catalog record.current_open_data_inventory2026-09-225Separate Data.gov identifier from Appointment System Management Information. The division of responsibilities between the two assets is not published.DB_APPT_SYSTEM_MIdata_storeAppointment System Management InformationAppointment System MICustomer Service / AppointmentsManagement-information asset providing reports for appointment, leads, and 800-number activity.current_open_data_inventory2026-09-225SSA Open Data proves the reporting asset exists; it does not publish its physical source-system topology.DB_APPT_VISITOR_CUSTOMER_RECORDdata_storeAppointments, Visitor Information, and Customer Service Record SystemCustomer Service / Appointments / IdentityLogical Privacy Act system-of-record boundary for visitor, appointment, interview, customer-service, notice, and High Risk alert records.observed_current_modified_sorn2025-08-205SORN 60-0350 says information also resides in additional locations in connection with cloud-based services and a backup location, but does not identify provider, platform, or database technology.DB_ARPS_MIdata_storeAppeals Review Processing System Management InformationARPS MIAppeals / AnalyticsManagement-information reports and listings supporting Appeals Council, court and reprographics workload management.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-014Architecture boundary is directly documented in the 2018 eDIB PIA; present implementation not independently established.DB_AUTHORIZED_REPdata_storeAuthorized RepresentativeRepresentation / Post-EntitlementData asset containing appointed representative data collected after a post-entitlement action occurs.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-291. The catalog does not identify its source application.DB_BCAS_T16data_storeBenefit Certification And Accounting System - Title XVIBCAS T16Title XVI / AccountingStores information about certification of Title XVI payments.current_open_data_inventory2026-08-065DB_BFS_SAVINGS_SECURITY_REGexternal_data_storeBFS Savings Security Registration FileSavings Security Registration FileTitle XVI / External AssetsBureau of the Fiscal Service registration file used in SSA savings-security matching for SSI recipients and deemors.observed_current_policy2026-10-055Current POMS explicitly names the BFS savings security registration file; physical database technology and transport are not public.DB_BI_REPOSITORYdata_storeBusiness Intelligence RepositoryBI RepositoryEnterprise Data / Business IntelligenceRepository providing information on Business Intelligence projects in SSA's Office of Systems.current_open_data_inventory2026-09-295US-GOV-SSA-226.DB_BLACK_LUNG_PAYMENTdata_storeBlack Lung Payment SystemBlack Lung / PaymentsPrivacy Act system of records identified by SSA as the Black Lung Payment System.current_sorn_catalog2026-10-035SORN 60-0045; current catalog includes a November 25, 2025 amendment. Current runtime implementation is not inferred.DB_BL_BENEFIT_MASTERdata_storeBlack Lung Benefit Master RecordBL Benefit MasterBlack Lung / PaymentsBeneficiary-oriented file historically documented as one of two files within BLPS.historical_structure_current_exact_status_unconfirmed1987-03-253Current SORN catalog maintains BLPS, but public evidence reviewed does not reconfirm that this internal file decomposition is unchanged.DB_BL_PAYMENT_MASTERdata_storeBlack Lung Payment Master RecordBL Payment MasterBlack Lung / PaymentsPayment-oriented file historically documented as one of two files within BLPS.historical_structure_current_exact_status_unconfirmed1987-03-253Current SORN catalog maintains BLPS, but public evidence reviewed does not reconfirm that this internal file decomposition is unchanged.DB_BORG_CEDdata_storeBORG Consolidated Enterprise DatabaseBORG / CEDEnterprise Person Data / ModernizationHistorical consolidated relational database designed around person rather than program silos. Phase 1 modeled a Person subject area; Phase 2 modeled Earnings.historical_development_environment_201620165SSA documented the database as implemented in a development environment with ETL rules running. Public evidence does not establish whether BORG was later renamed, replaced, or became the current Person data store.DB_CAL_QDD_DMdata_storeCompassionate Allowance / Quick Disability Determination DatamartCAL/QDD DatamartDisability / AnalyticsDatamart supporting management evaluation of CAL/QDD effectiveness, predictive-model accuracy and performance goals.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-014Do not infer current hosting or continued standalone implementation.DB_CCS_PLANNEDdata_storeConsolidated Claims System Planned DatabaseCCS databaseBenefits / Claims ModernizationDatabase SSA planned to establish for the Consolidated Claims System to support future data needs and consolidated-customer scenarios.historical_planned20194Budget evidence establishes a planned database but does not establish implementation, physical database technology, hosting, or later equivalence to CCE data stores.DB_CET_RECORD_SYSTEMdata_storeCustomer Engagement Tools Record SystemCET Record SystemCustomer Service / Digital EngagementSSA Privacy Act system of records 60-0383 for Customer Engagement Tools records.current_sorn_catalog2026-10-045A 2017 SSA PIA described Dynamic Help, Click to Callback, Message Center, and Click to Chat under Customer Engagement Tools. Those component names are historical context only; Run 39 does not assert they are all current.DB_CIRP_MIdata_storeComprehensive Integrity Review Process - Management InformationCIRP MIProgram IntegrityManagement-information asset for the Comprehensive Integrity Review Process.current_open_data_inventory2026-07-075Modeled separately from the CIRP application.DB_CLAIMS_FOLDERS_SYSTEMdata_storeClaims Folders SystemClaims / Case RecordsPrivacy Act system of records 60-0089 containing SSA claims-folder records.current_sorn_catalog2026-10-045Added as the exact SORN-named logical system of records. Existing Atlas Claims Folder Data remains a broader data-domain object. Physical storage and application boundaries are not inferred from the SORN title.DB_CLIENT_SANCTIONS_CONTEXTdata_storeClient Database (Administrative Sanctions Context)Client DatabaseProgram Integrity / Administrative SanctionsDatabase referred to generically by POMS as the client database accessed through Shared Process Menu for SPAS entries.observed_current_reference2026-10-034Exact identity relative to the Atlas Integrated Client Database entity or SORN 60-0280 is not established by the reviewed source.DB_CONTROL_TRACK_WSdata_assetControl And Tracking Web ServiceControl And Tracking Web ServiceEnterprise Integration / eServicesNon-public SSA data asset that stores submission control numbers and status inserts used to support eServices Control And Tracking.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-173. Despite the title, the catalog description characterizes it as a store.DB_CPMS_MIdata_storeCase Processing Management System Management InformationCPMS MIHearings & Appeals / AnalyticsManagement-information reports and listings supporting hearing-office, regional and national workload management.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-014Architecture boundary is directly documented in the 2018 eDIB PIA; present implementation not independently established.DB_CSR_ODSdata_storeCustomer Service Record Operational Data StoreCSR ODSCustomer Service / Enterprise DataOperational data store/process used to store field-office visitor counts underlying SSA field-office visitor reporting.observed_current_reference2026-10-054Open Data states SSA has used CSR ODS since October 2008; current implementation details are not public.DB_CWOSS_MIdata_storeComprehensive Work Opportunities Support System Management InformationCWOSS MITicket to Work / Work IncentivesManagement-information asset for CWOSS workload case-management, contract, and payment information supporting Ticket to Work.current_open_data_inventory2026-09-225The exact physical boundary between CWOSS and its MI asset is not published.DB_DCFdata_storeDisability Control FileDCFPost-entitlement DisabilityMaster repository within the IDMS/DCFS environment containing disability adjudication history and post-entitlement control data, including Title II earnings-verification, work-CDR, Ticket to Work, and related disability-program information.observed_active2026-10-0752017 IDMS PIA calls DCF the IDMS master file/master repository and states it reads and updates according to MEF, SSR, and MBR; those relationships are time-scoped and do not imply a current transport mechanism.DB_DCPS_CORRESPdata_storeDisability Case Processing System CorrespondenceDisability / CorrespondenceNon-public asset supporting DCPS correspondence and notices.current_open_data_inventory2026-09-295US-GOV-SSA-255; keywords include COTS and Thunderhead.DB_DCPS_MIdata_storeDCPS Management InformationDisability / AnalyticsManagement-information asset supporting reporting on DCPS disability-claims processing.current_open_data_inventory2026-08-245Current SSA Data.gov catalog result.DB_DDS_CE_PROVIDER_FILEdata_storeDDS Consultative Examination Provider FileCE Provider FileDisability / Consultative ExaminationsPrivacy Act system of records 60-0046 for individuals who perform DDS consultative examinations, including identity, address, credentials, photo ID images, quality/oversight, fees, exclusion information and investigations.current_sorn_catalog2026-10-065Current 2026 SORN locates records at State DDS offices, potentially at SSA NCC, and in additional cloud-based service/backup locations. Runtime database, cloud provider and synchronization architecture are not public.DB_DIGITAL_IDENTITY_FILEdata_storeDigital Identity File Record SystemDigital Identity FileIdentity / Digital AuthenticationCurrent Privacy Act electronic record system supporting SSA digital identity processes and auditing, including identity proofing, credential issuance/revocation, authentication, federation, access controls, preference management, and credential management.observed_current_sorn2025-08-205SORN 60-0373. This is an identity/authentication record system, not evidence of a universal enterprise Person master. Its older title included Central Repository of Electronic Authentication Data Master File.DB_DIODSdata_storeDisability Operational Data StoreDIODSDisability / AnalyticsDisability Operational Data Store built from row-level disability case data and used as SSA's definitive data store for disability claims for state-agency workload-management purposes; it supports stored time-period summaries and public workload reporting.observed_current_definitive_workload_store2026-10-055Current SSA disability-data documentation states DIODS is built on row-level individual disability cases, stores time-period summaries, and is the definitive SSA data store for state-agency disability workload management. Retroactive row-level corrections do not recalculate already stored summaries; later overlapping summaries can incorporate corrected data.DB_DISABILITY_DATABASE_SYSTEMdata_storeDisability Database SystemDDS Database SystemDisability / AnalyticseDIB subsystem described as extracting disability-claim and continuing-disability-review data for disability operations.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-0142018 architecture evidence only; current status unresolved.DB_DIS_PRED_MODEL_MIdata_storeDisability Predictive Model Project Management InformationDisability Predictive Model MIDisability / Predictive AnalyticsManagement-information asset collecting disability evaluation information to support special disability claims processing.current_open_data_inventory2026-09-295No mapping to a specific QDD, CAL, or CDR model is inferred without additional evidence.DB_DMS_MIdata_storeDebt Management Management InformationDebt Management MIDebt & Overpayments / AnalyticsManagement-information store for the debt-management process.current_open_data_inventory2026-08-065Logical association with DMS is captured with a confidence caveat; the source does not publish physical feed topology.DB_DQR_MIdata_storeDisability Quality Review - Management InformationDQR MIDisability / Quality Review / Management InformationData store containing information about the review process associated with disability cases.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-19. No direct feed to QRCPS, DICARS, or another quality application is asserted without source evidence.DB_DTA_PIN_FILEaccess_control_storeDirect Terminal Access PIN FilePIN FileExternal Exchanges / Identity & AccessAccess-control and transaction-attribution store associated with personal identification numbers assigned to approved external-agency users of Direct Terminal Access.observed_current2026-10-055Current POMS says employee PII is attached to the assigned PIN to capture all transactions performed under that PIN and that the PIN File complies with the Privacy Act. Physical database technology is not disclosed.DB_EAPdata_storeEmergency Advance Payment DatabaseEAP databaseTitle XVI / PaymentsDatabase checked during MSSICS Emergency Advance Payment processing to prevent duplicate EAP issuance.observed_current2026-10-035Named generically as 'EAP data base' in current POMS; underlying platform/database technology is not stated.DB_EARNINGS_DWdata_storeEarnings Data WarehouseEarnings / AnalyticsData warehouse for management information of the Annual Wage Reporting system.current_open_data_inventory2026-09-295US-GOV-SSA-198. Data.gov catalog record was refreshed September 29, 2026.DB_ECAT_MIdata_storeElectronic Claims Analysis Tool Management InformationeCAT MIDisability / AnalyticsManagement-information charts/reports used to monitor eCAT usage and progress.documented_in_current_pia_catalog2026-10-0342018 eDIB PIA architecture; current MI implementation not separately corroborated.DB_ECO_DATAdata_storeExternal Collection Operation Data FileECO Data FileDebt & External CollectionsData store containing data needed to maintain delinquent SSA debts.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-181; keyworded ECO/external collection operation.DB_EDIB_CLAIM_FILEdata_storeElectronic Disability Claim FileeDIB Claim FileDisability / Electronic Case RecordsPrivacy Act system of records 60-0320 for electronic disability claim records under Titles II and XVI, including claim/evidence, post-adjudicative actions, electronic messaging selections, and medical-provider metadata.current_sorn_catalog2026-10-065Exact SORN-named logical system of records. Current 2026 SORN says electronic records are maintained at the NCC and may also be located in additional cloud-based service locations plus backup; it does not establish one-to-one physical equivalence with CEF or the separately named eDIB Cloud platform.DB_EDIS_MIdata_storeElectronic Disability Management InformationElectronic Disability MIDisability / AnalyticsManagement-information asset for disability cases.current_open_data_inventory2026-09-295The title suggests association with Electronic Disability, but the public record does not publish a physical feed or component boundary.DB_EDPNA_FEE_1099data_storeAttorney and Eligible Direct Pay Non-Attorney 1099 FileAttorney/EDPNA 1099 FileRepresentative Services / FinanceFile established to support information-return reporting for direct representative fee payments, including representative and affiliated business-entity tax information.listed_in_current_pia_catalog_and_current_function2026-10-034Current public guidance confirms the reporting function; the public record does not establish whether the 2006 physical implementation remains unchanged.DB_EIFdata_storeEmployer Identification FileEIFEarnings / EmployerFile containing employer EIN information provided by IRS.current_open_data_inventory2026-09-225US-GOV-SSA-182. OPM exchange metadata calls the matched asset Employer Information File (EIF); treated as likely nomenclature alignment but not silently renamed.DB_EMAC2data_storeElectronic Management of Assignments and Correspondence (EMAC 2)EMAC 2Enterprise Workflow / CorrespondenceNon-public production data store for control and tracking of high-priority correspondence received in the Office of Public Inquiries.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-569. Its exact physical relationship to APP_EMAC and DB_OPI_CORRESP_CONTROL is unresolved.DB_EMODSdata_storeEarnings Modernization - Operational Data StoreEM ODSEarnings / AnalyticsOperational data store housing Annual Wage Reporting management information and Social Security Statement statistics.current_open_data_inventory2026-08-065US-GOV-SSA-26.DB_EMPLOYERS_SUBMITTERSdata_storeEmployers and SubmittersEarnings / EmployerDatabase supporting processing of wage files for Annual Wage Reporting.current_open_data_inventory2026-08-245DB_EMPLOYER_CTRLdata_storeEmployer Control Data BaseEarnings / EmployerOCRO-maintained employer annual-wage-report filing/status reference data.observed_current2026-10-035Current 2025 instructions continue to use related ERQY data.DB_EMPLOYER_SHAREDdata_storeEmployer DatabaseEarnings / EmployerEmployer and related tables shared between eWork and SSI Monthly Wage Verification.current_open_data_inventory2026-08-245DB_ENUM_WAREHOUSEdata_storeEnumeration WarehouseIdentity & EnumerationDatabase storing workload-control information for employees managing enumeration workloads.current_open_data_inventory2026-07-235US-GOV-SSA-199.DB_ERE_EXPERT_ADMINinternal_data_storeERE for Experts Admin TableAdmin TableHearings / Identity / AuthorizationRestricted SSA table identified on the current ERE for Experts page as the location housing expert SSNs used for authentication and authorization.documented_on_current_page_backend_lineage_uncertain2026-10-064SSA does not identify database technology, platform, retention, or whether the table was re-platformed after CPMS retirement.DB_ERE_MIdata_storeElectronic Records Express Management InformationERE MIDisability Evidence / AnalyticsManagement-information subsystem associated with Electronic Records Express.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-0142018 architecture evidence only.DB_ERE_MI_USAGEdata_storeElectronic Records Express Management Information Usage ReportingDisability / Evidence AnalyticsManagement-information store for evidence collected electronically through ERE and prepared for transition to eDIB.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-734.DB_ERE_MI_VOLUMEdata_storeElectronic Records Express Management Information Volume ReportingDisability / Evidence AnalyticsManagement-information store reporting numbers of electronic records processed through the ERE website and each Front End Capture System (FECS).current_open_data_inventory2026-09-295US-GOV-SSA-34.DB_ERE_OUTBOUNDdata_storeElectronic Medical Evidence-Outbound RequestsDisability / EvidenceNon-public ERE-related data asset for evidence collected electronically and prepared for transmission to eDIB.current_open_data_inventory2026-09-085US-GOV-SSA-211.DB_ERHFdata_storeEmployer Report History FileERHFEarnings / EmployerDatabase of report-level wage data stored by EIN and tax year supporting employer-side AWR.current_open_data_inventory2026-08-245US-GOV-SSA-126.DB_ERPA_MIdata_storeElectronic Representative Payee Accounting Management InformationRepresentative Payee / AnalyticsManagement-information data for the Representative Payee Accounting process.current_open_data_inventory2026-09-295Current SSA Data.gov catalog entry.DB_ERPS_MIdata_storeElectronic Representative Payee System Management InformationRepresentative Payee / AnalyticsDatabase containing report-formatting information and representative-payee-related counts for business-intelligence reporting.current_open_data_inventory2026-08-065Current SSA Data.gov catalog entry.DB_ESERVICES_MI_STAGEdata_storeElectronic Services MIElectronic Services MIDigital Service / AnalyticsStaging instance containing information about Client-to-Government electronic-service transactions.current_open_data_inventory2026-09-085Modeled separately from the Electronic Services Operational Data Store because the source explicitly calls this a staging instance; no stage-to-ODS feed is inferred.DB_ESERVICE_ODSdata_storeElectronic Services Operational Data StoreElectronic Services ODSEnterprise Data / Digital Services AnalyticsManagement-information data store used for reporting on electronic-service usage.current_open_data_inventory2026-09-295US-GOV-SSA-27.DB_ESFdata_storeEarnings Suspense FileESFEarningsElectronic database containing earnings that cannot post to an individual MEF record because identifying information does not match SSA records.observed_current2026-10-075Current POMS continues to state unmatched W-2 wage reports are placed in the Earnings Suspense File instead of being credited to the worker earnings record.DB_EWORK_GLOBAL_TABLESdata_storeElectronic Work Reporting Global TablesEWR Global TablesWork Reporting / Reference DataGlobal reference values supporting the Electronic Work Reporting process.current_open_data_inventory2026-09-085No direct linkage to eWork, Electronic Wage Reporting, or the planned Work CDR Product is inferred from the title alone.DB_FINANCE_IVRdata_storeFinance Interactive Voice Response SystemFinance / Vendor PaymentsDatabase supporting phone access to vendor invoice and payment-status reports through an interactive voice response capability.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-194. Catalog describes the database function but not a separate IVR platform topology.DB_FODSdata_storeFugitive Felon Fraud Operational Data StoreFODSProgram Integrity / Fugitive FelonOperational data store containing information received from law enforcement agencies about fugitive felons.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-28. Public evidence does not establish physical relationships to FUGFEL, FRATS, FFSCF, or FFAP.DB_FOIA_PRIVACY_REQUEST_APPEALdata_storeFreedom of Information Act and Privacy Act Record Request and Appeal SystemPrivacy / FOIA RecordsSSA Privacy Act system of records 60-0340 for FOIA and Privacy Act record requests and appeals.current_sorn_catalog2026-10-045Current SORN catalog validates the record system and November 18, 2025 publication. No backend relationship to the public electronic record-access webforms is inferred.DB_FO_MANUAL_OTP_CONTROLdata_storeField Office Manual OTP Control FileFO manual OTP control fileTitle XVI / PaymentsField-office control file used to determine whether a Manual One-Time Payment was issued when the payment is not yet reflected on the SSR.observed_current2026-10-035POMS establishes operational use but does not disclose storage technology, schema, or physical location.DB_GARNISHMENTdata_storeGarnishment DB2 DatabaseTitle II / GarnishmentDB2 data store used by the automated Garnishment Notice System together with Master Beneficiary Record data.observed_current_reference2026-10-035The source identifies DB2 technology but does not expose physical schema or hosting.DB_GIRrepositoryGeneral Information RetrievalGIRrecords and evidenceRepository housing historical and new IRS Forms 4029 and 4361 received from IRS.observed_current_policy_reference2026-10-065Current POMS RM 04906.001.DB_HACPS_DATAdata_storeHearing and Appeals Case Processing System Data StoreHACPS DataHearings & AppealsNon-public data store inventoried by SSA as containing all hearings and appeals information.current_open_data_inventory2026-09-295US-GOV-SSA-86. Logical app/store separation is useful for the Atlas; physical database topology is not published.DB_HAVV_ODSdata_storeHelp America Vote Verification Operational Data StoreHAVV ODSExternal Data ExchangeManagement-information database recording HAVV voter-identification transactions.current_open_data_inventory2026-08-065US-GOV-SSA-30.DB_HA_CASE_CONTROL_RECORDSdata_storeHearings and Appeals Case Control RecordsH&A Case Control RecordsHearings / Appeals / Work ControlLogical system-of-record boundary defined by SORN 60-0009 for hearing and Appeals Council case-control information from hearing request through final Appeals Council disposition.observed_current_modified_sorn2026-10-065SORN scope is authoritative; exact one-to-one physical equivalence with HACPS, OAOCPS, ARPS, or another application is not established. Run 84: field-level categories of record from current SORN 60-0009 are now modeled separately; physical mapping to specific appeals applications remains unresolved.DB_HA_MI_ODSdata_storeHearings and Appeals Management Information - Operational Data StoreHA MI ODSHearings & Appeals / AnalyticsOperational data store used to manage and report on hearings and appeals level cases.current_open_data_inventory2026-09-295US-GOV-SSA-29; metadata keywords include CPMS.DB_HIT_MIdata_storeHealth Information Technology Management InformationHIT MIDisability Evidence / AnalyticsManagement-information subsystem associated with health-information-technology evidence exchange.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-0142018 architecture evidence only.DB_HR_ODSdata_storeHuman Resources Operational Data StoreHR ODSEnterprise Data / Human ResourcesOperational data store containing SSA employee information.current_open_data_inventory2026-07-285US-GOV-SSA-31.DB_HR_ODS_COREdata_storeHuman Resources Operational Data Store Core ServicesHR ODS Core ServicesEnterprise Data / Human ResourcesCurrent SSA enterprise data asset containing a very small subset of Human Resources Operational Data Store data and supporting the SSA Employee and Office Data Retrieval Core Services function.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-469. The public inventory does not describe replication, refresh cadence, database technology, or physical hosting.DB_IDMSdata_storeIdentity Management SystemIDMSEnterprise Identity / Workforce AccessSSA Privacy Act system of records 60-0361, Identity Management System, covering identity-management records.current_sorn_catalog2026-10-045Current SORN catalog validates the record system. Historical PIA material associates IDMS with PIV identity management, but Run 39 does not infer a current implementation from historical architecture.DB_INTERNET_REPORTdata_storeInternet Report DatabaseIDR DatabaseDisability / Internet IntakeDatabase holding Internet Disability Report partials and submitted report data, including inactive/archive states before purge.observed_current_reference2026-10-035POMS describes storage, archive, retrieval and purge behavior but does not expose platform technology.DB_IRES_MIdata_storeIntegrated Registration Service (IRES) Management InformationIRES MIIdentity / Internet RegistrationManagement-information database supporting registration of organizations to SSA internet applications.current_open_data_inventory2026-08-245The public source proves the MI database and business purpose but does not expose the underlying IRES application topology.DB_IRS_IMFexternal_data_storeIRS Individual Master FileIMFExternal Data / Taxpayer AddressIRS taxpayer master file used by SSA to obtain mailing addresses for automatic Social Security Statements. Current SSA policy describes it as addressable by SSN and containing taxpayer-provided mailing addresses generally refreshed through tax filing.observed_current_external_source2026-10-055IRS internal schema, hosting, replication, and SSA transport are not inferred.DB_IRS_IRMFexternal_data_storeIRS Information Return Master FileIRMFExternal Data / Tax InformationIRS Information Return Master File identified in current SSA/IRS CMA 1016 as the IRS source matched against SSA Title XVI finder data to return unearned-income information, including payee and payer address fields.observed_current_external_source2026-10-055Current signed CMA 1016 is effective January 1, 2026 through July 1, 2027 and explicitly names IRMF [Treasury/IRS 22.061]. IRS internal schema, hosting, and SSA transport beyond the agreement are not inferred.DB_IRS_NAP_DM1external_data_storeIRS National Account Profile DM1 FileNAP-DM1External Data / IRS / Identity ValidationIRS National Account Profile DM1 file used to validate SSNs and name controls received from SSA before DIFSLA matching against the Information Return Master File.observed_current_cma_source2026-10-055Current CMA 1016 explicitly establishes pre-match validation against NAP-DM1. IRS physical database technology is not inferred.DB_ISSNRC_ACTIVITY_DWdata_warehouseUnnamed iSSNRC Activity Data WarehouseiSSNRC Activity DWEnumeration; Management InformationA data warehouse explicitly documented by SSA Open Data as storing captured online replacement-card transactions used for usage reporting; public documentation does not name the warehouse.explicitly_documented_unnamed_store_identity_unresolved2026-10-064Do not equate with SUMS/Electronic Services DW query instances or another warehouse without additional evidence.DB_LEGACY_T16_IC_ODSdata_storeLegacy Title XVI Initial Claims Operational Data StoreLegacy T16 IC ODSTitle XVI / Initial ClaimsLegacy management-information store for Title XVI initial claims.current_open_data_inventory2026-09-295Inventory still lists the asset but labels it legacy; do not infer that it remains the authoritative current initial-claims store.DB_LOCAL_MI_ODSdata_storeLocal Management Information - Operational Data StoreLocal MI ODSDigital Services / Management InformationOperational data store providing local management information for the Electronic Services application/domain.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-8. Physical feed from Electronic Services staging or ODS is not published.DB_LONG_TERM_SSN_FRAUDdata_storeLong Term SSN FraudIdentity / Program IntegrityNon-public management-information asset supporting ad hoc query and reporting on prevention of SSN cards issued to non-existent children.current_open_data_inventory2026-07-285US-GOV-SSA-61.DB_MADCAP_NOTICESdata_storeMADCAP NoticesMADCAP NoticesTitle II / NoticesData asset supporting notices produced by the Manual Adjustment, Credit, and Award Process (MADCAP) notice system.observed_active2026-10-045Data.gov identifier US-GOV-SSA-137.DB_MAPSdata_storeMedicare Application Processing System DatabaseMAPS databaseMedicare / Extra HelpMAPS data store explicitly referenced in SSA policy as being updated with agency pension data and supporting Extra Help verification screens.observed_current_policy_reference2026-10-075Physical database technology, schema, hosting, and retention are not publicly established.DB_MASTER_REP_PAYEE_FILEdata_storeMaster Representative Payee FileMRPFRepresentative Payee / Person-Relationship / AddressCore representative-payee record store containing information about representative payees, payee applicants, and beneficiaries or recipients in representative payment.observed_current2026-10-065Current POMS expressly states the Master Representative Payee File is part of eRPS. SORN 60-0222 governs the record system. Do not equate this record store with all eRPS management-information stores.DB_MCS_PENDINGdata_storeMCS Pending FileMCS Pending FileTitle II / ClaimsLegacy pending-file data store associated with the Modernized Claims System and explicitly identified in SSA post-entitlement modernization planning.historical_legacy_reference20195FY2020 budget says the file depended on a costly Integrated Database Management System database structure. Current status and physical implementation are not established.DB_MDBdata_storeMedicare Database FileMDBMedicare / EligibilitySSA Medicare database used to verify Extra Help eligibility and support Medicare outreach/matching.observed_current2026-05-115Active CMA 1008 identifies SSA SORN 60-0321 and approximately 110 million comparison records.DB_MEDICARE_MIdata_storeMedicare Management InformationMedicare MIMedicare / AnalyticsManagement-information store for Medicare Part C and Part D premium data, Part D prescription-drug-subsidy processing, and workload management.current_open_data_inventory2026-09-295The public catalog does not establish a direct MAPS interface; that relationship is intentionally not inferred.DB_MEDICARE_ODSdata_storeMedicare Operational Data StoreMedicare ODSMedicare / AnalyticsOperational data store providing current SUMS Medicare workload data used to update the SUMS Counts Data Warehouse.observed_current2026-10-045Current SSA Open Data proves this reporting relationship but does not establish a direct MAPS or i1020 physical interface.DB_MEDICARE_PARTB_BUYINdata_storeMedicare Part B Buy-In Information SystemMedicare / State CoordinationPrivacy Act system of records for Medicare Part B buy-in information.current_sorn_catalog2026-10-035SORN 60-0268; current catalog includes a November 25, 2025 amendment.DB_MEWRKdata_storeMEWRKMEWRKTitle II / Work CDR AnalyticsManagement-information database storing data related to development, adjudication, and effectuation of Title II Work Continuing Disability Reviews.current_open_data_inventory2026-09-295Relationship to eWork or the planned Work CDR Product is not published and is intentionally left unresolved.DB_MISFdata_storeManagement Information Storage FacilityMISFTitle XVI / Management InformationManagement-information storage facility that receives duplicate records of SSI I8 alerts under current policy.observed_current_policy_reference2026-10-054Public policy establishes the receiving function but does not disclose physical platform, database technology, retention period, or whether MISF serves other workloads.DB_MSHAREdata_storeBusiness Information Architecture Shared TablesMSHAREEnterprise Data / Business IntelligenceShared tables/data asset providing common data structures and utilities for SSA's Business Intelligence Architecture.current_open_data_inventory2026-09-295US-GOV-SSA-56.DB_MSP_INFOdata_storeMedicare Savings Programs Information SystemMSP Information SystemMedicare / Low-Income AssistancePrivacy Act system of records for Medicare Savings Programs information.current_sorn_catalog2026-10-035SORN 60-0310; current catalog includes a November 25, 2025 amendment.DB_MULTI_SSN_XREFdata_storeMultiple Social Security Number Cross Reference FileIdentity & EnumerationData asset containing cross-reference SSN information.cataloged_legacy_metadata2026-10-033Dataset last updated in 2017; retained as historical/legacy metadata.DB_MYSSA_REG_MIdata_storeRegistration Of Most Everyone Management InformationDigital Service / Identity RegistrationManagement-information data tracking the my Social Security suite of services.current_open_data_inventory2026-07-285The catalog title is retained verbatim; no unverified expansion or architecture is inferred.DB_NARPPFdata_storeNon-Attorney Representative Prerequisites Process FileNARPPFRepresentation / Representative QualificationsSSA Privacy Act system of records 60-0355 covering the Non-Attorney Representative Prerequisites Process File.current_sorn_catalog2026-10-045Current SORN catalog validates the record system; no current technical implementation or relationship to representative applications is inferred.DB_NDMISdata_storeNational Docketing Management Information SystemNDMISHearings / AppealsSSA Privacy Act system of records 60-0328, National Docketing Management Information System.current_sorn_catalog2026-10-045Current SORN catalog validates the record system; no current application architecture, database engine, or relationship to HACPS/ARPS is inferred.DB_NDNHexternal_data_storeNational Directory of New HiresNDNHExternal Data / Earnings & EmploymentOCSE database containing new-hire, quarterly wage and quarterly unemployment-compensation information used by SSA for program administration and earnings investigations.observed_current2026-10-035Current POMS and active SSA computer-matching agreements corroborate continued use.DB_NICMSdata_storeNational Investigative Case Management SystemNICMSOIG / InvestigationsNon-public database of fraud allegations and dispositions that warrant further investigation.current_open_data_inventory2026-09-295US-GOV-SSA-438.DB_NID3data_storeNational Interactive Delinquent Debtors DatabaseNID3External Debt CollectionTreasury delinquent-debtor database used in TOP/Benefit Payment Offset matching.observed_current2026-10-035External Treasury data store; SSA does not operate it.DB_NIDDreference_data_storeNational Identity Document DatabaseNIDDIdentity / Enumeration / Document EvidenceSSA reference database listing acceptable and unacceptable identity documents, document descriptions, acceptance limitations, and regional third-level identity-document determinations used in SSN enumeration evidence review.observed_current_policy_reference2026-10-055Current POMS says regional coordinators use the NIDD User Guide to load acceptable identity documents into SSNAP. Physical database technology and hosting are not disclosed.DB_NVFdata_storeNational Vendor FileNVFDisability / Vendor DataCentral repository of DDS vendor information supporting DCPS and other SSA disability activities.current_open_data_inventory2026-09-295Current SSA inventory explicitly describes NVF as a central repository.DB_OFFICIAL_UNION_TIME_ODSdata_storeOfficial Union Time Tracking System Operational Data StoreEnterprise HR / Labor RelationsOperational data store associated with SSA reporting and accounting of representational activity for American Federation of Government Employees representatives agency-wide.current_open_data_inventory2026-10-055Current Federal Data Catalog entry is non-public and does not disclose the database engine, hosting, refresh process, or interfaces.DB_OHA_LEGACY_DB2data_storeOffice of Hearings and Appeals Legacy Adjudicative DataOHA Legacy DB2Hearings & Appeals / Legacy DataLegacy hearing, appeal and federal-court adjudicative data converted from IDMS to DB2.current_open_data_inventory2026-09-295US-GOV-SSA-1573; inventory does not establish whether new transactions continue to be written.DB_OHO_EXPERT_AVAILdata_storeOHO Expert and Reporter Availability and Scheduling RecordsExpert Availability and Scheduling RecordsHearings / Experts / ProcurementPaper/electronic records used for availability, scheduling, BPA administration, usage assessment, renewals, invoices, qualifications and related management of experts and verbatim hearing reporters.current_sorn_catalog_implementation_detail_from_20182026-10-065Current catalog lists 60-0012; storage technology is not publicly identified.DB_OHO_EXPERT_USAGEdata_storeOHO Expert Usage RecordsExpert Usage RecordsHearings / Experts / ProcurementRecords documenting occasions on which medical, vocational, and other covered experts provided services to hearings operations.current_sorn_catalog_implementation_detail_from_20182026-10-06560-0013 remains separately listed even though 60-0012 also states that its records contain usage information; exact physical overlap is unresolved.DB_OIG_AUTH_DATA_SOURCEdata_platformOIG Authoritative Data Source for Law Enforcement OperationsOIG Data / AnalyticsAuthoritative data source created by OIG IT/data-analytics staff to improve business-intelligence reporting for mission-critical law-enforcement operations.observed_current_fy20262026-06-105Public testimony does not identify the product, database engine, schema, or hosting layer.DB_ONLINE_EVSdata_storeOnline Enumeration Verification SystemIdentity / SSN VerificationNon-public SSA database supporting several Social Security Number verification systems that verify SSNs against Numident.current_open_data_inventory2026-09-295Data.gov identifier US-GOV-SSA-146. Keep separate from Online Enumeration Verification System - Management Information (US-GOV-SSA-42). Constituent verification systems and database technology are not identified by the source. The non-public asset contains PII and FTI. Run 84: Data.gov shows the non-public US-GOV-SSA-146 dataset was last updated September 29, 2026; the catalog still describes it as a database for several SSN verification systems that verify against Numident.DB_ONLINE_EVS_MIdata_storeOnline Enumeration Verification System - Management InformationIdentity VerificationManagement-information database for several SSN verification systems that verify against Numident.current_open_data_inventory2026-09-295US-GOV-SSA-42.DB_OPI_CORRESP_CONTROLdata_storeOPI Correspondence Control SystemOPI Correspondence ControlEnterprise Workflow / CorrespondenceNon-public production data store for control and tracking of high-priority correspondence received in the Office of Public Inquiries.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-236. It has the same catalog description as EMAC 2 but a different identifier; do not merge without authoritative lineage evidence.DB_OWRdata_storeOnline Wage Reporting SystemOWREarnings / EmployerDatabase supporting W-2 and W-2c submissions through SSA internet services.current_open_data_inventory2026-04-035US-GOV-SSA-147.DB_OWR_MIdata_storeOnline Wage Reporting Management InformationOWR MIEarnings / AnalyticsManagement-information database for W-2/W-2c internet submissions.current_open_data_inventory2026-07-075DB_PASS_MIdata_storePlans for Achieving Self-Support Management Information SystemPASS MISTitle XVI / Work IncentivesPrivacy Act system of records for Plans for Achieving Self-Support management information.current_sorn_catalog2026-10-035SORN 60-0255; current catalog includes a January 5, 2024 amendment.DB_PCACS_FLATdata_storePCACS Flat FilesPCACS Flat FilesProcessing Center / Workload ControlNon-public data asset supporting PCACS payment-center workload control, assistance requests and folder-location updating.observed_active2026-07-285Data.gov identifier US-GOV-SSA-285.DB_PEMIdata_storePost Entitlement Management InformationPEMIEnterprise Data / Post-Entitlement AnalyticsManagement-information asset with detail data for more than 500 post-entitlement workload actions drawn from 16 source systems and summarized PE counts.current_open_data_inventory2026-09-295US-GOV-SSA-713.DB_PERSON_STOREdata_storePersonPerson Data StoreEnterprise Person Data / IdentitySSA cataloged person-centric data store storing information about Social Security Administration customers.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-1698. This establishes a physical/cataloged Person data store, but public evidence does not prove that it is the exact physical backing store of the Person Information application or that all person/program data are centralized here. Current Data.gov metadata records an inventory date of 2017-03-06, which narrows the person-centric store timeline but does not prove identity or continuity with the 2016 BORG/CED implementation.DB_PE_MI_DETAILdata_storePost Entitlement Management Information - Detail DatabasePE MI DetailTitle II & XVI / Post-entitlement AnalyticsDetailed/aggregate receipt, pending and clearance management information for post-entitlement transactions processed in field offices and processing centers.observed_active2026-10-035Data.gov identifier US-GOV-SSA-184.DB_PE_MI_HISTORYdata_storePost Entitlement Management Information - History DatabasePE MI HistoryTitle II & XVI / Post-entitlement AnalyticsHistorical post-entitlement management information for field-office and processing-center transactions.observed_active2026-10-035Data.gov identifier US-GOV-SSA-185.DB_PHUSdata_storePayment History Update SystemPHUSTitle II / Payment HistoryTitle II payment-history system referenced in current POMS and SPS fee-payment processing.observed_active2026-09-305DB_PINFILEdata_storePersonal Identification Number FilePINFileSecurity / Access ControlPrivacy Act record system historically and currently cataloged as 60-0214 for access-control information including PIN/password and access-profile information.current_sorn_catalog_historical_design2026-10-064Current SSA SORN catalog retains 60-0214. The underlying technical implementation may have evolved; do not infer current authentication architecture solely from the older file description.DB_PNICSdata_storeSSA National Instant Criminal Background Check DatabasePNICSProgram Integrity / Representative Payee / External ExchangeSSA data store containing information described by SSA as relevant to individuals prohibited from firearms transactions and shared with the Federal Bureau of Investigation.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-1533. The public inventory states information is shared with the FBI but does not identify the transport, schedule, receiving FBI system, or interface technology.DB_PSC_PAPERLESS_MIdata_storeProgram Service Center Paperless ReportingPSC Paperless ReportingProcessing Center / Document Management AnalyticsManagement-information reporting asset for daily Program Service Center Paperless statistics.current_open_data_inventory2026-09-085Current reporting does not by itself prove that the 2007 Paperless PSC PIA application and today's Paperless Processing Center implementation are the same technical object.DB_RAMPdata_storeRequests for Accommodation from Members of the PublicRAMPCustomer Service / AccommodationPrivacy Act system of records 60-0378 for standard and non-standard public accommodation requests, request tracking/decisions, correspondence, contact information, disability/impairment information, and related management/research data.observed_current_modified_sorn2026-01-165Current SORN identifies requesters/third parties plus Claims Folder System, eDIB Claim File, and 60-0350 Appointments/Visitor/Customer Service records as sources. Records are electronic and paper, retrieved by SSN/name, and retained under DAA-0047-2022-0003. No technical relationship to iAccommodate is inferred.DB_RECONdata_storeIRS and SSA Wage Reconciliation RepositoryRECONEarnings / ReconciliationRepository associated with reconciling employer wages reported to SSA with taxes reported to IRS.current_open_data_inventory2026-08-065US-GOV-SSA-1482.DB_RECON_CTRLdata_storeReconciliation Control Locator RecordEarnings / ReconciliationControl records associated with the IRS/SSA wage reconciliation process.cataloged_legacy_metadata2026-10-033Metadata last updated in 2017.DB_RECON_DEVdata_storeReconciliation Development Worksheet RecordEarnings / ReconciliationDevelopment worksheet records associated with IRS/SSA wage reconciliation.cataloged_legacy_metadata2026-10-033Metadata last updated in 2017.DB_REP_DISQUAL_SORdata_storeRepresentative Disqualification, Suspension, and Non-Recognition Information FileRepresentation / Program IntegritySystem of records covering disqualified or suspended representatives and persons not recognized as claimant representatives.current_system_of_records2026-10-035SORN 60-0219 remains in SSA's current SORN catalog.DB_REP_PAYEE_SURVEYdata_storeRepresentative Payee and Beneficiary Survey Data SystemRepresentative Payee / ResearchSSA Privacy Act system of records 60-0370 for representative payee and beneficiary survey data.current_sorn_catalog2026-10-045Current SORN catalog validates the record system; no current survey platform or analytical pipeline is inferred.DB_ROAR_MASTERdata_storeRecovery of Overpayments Accounting Reporting MasterROAR MasterDebt & OverpaymentsMaster data store containing refund/remittance accounting, beneficiary data, overpayment recovery history, and overpayment data for debtors including attorneys and representative payees.current_open_data_inventory2026-09-175Federal Data Catalog identifier US-GOV-SSA-286.DB_RTNDdata_storeRouting Transit Number DatabaseRTNDPayments / Direct Deposit / Reference DataSSA routing-transit-number reference database exposed through an RTND screen for financial-institution routing information.observed_current_policy_reference2026-10-055Active correspondent-banking POMS explicitly identifies the RTND screen. Physical database technology, ownership, and update feed remain undocumented in the reviewed public material.DB_SCDDdata_storeSUMS Counts Demographics DataSCDDEnterprise Data / DemographicsData source for SSA limited-English-proficiency reports, populated by combining SUMS workload data with demographics from SUMS client tables.observed_current2026-03-315Current Open Data documentation explicitly describes this lineage.DB_SIPEBES_TERRITORY_ADDRESSdata_storeSSA-Initiated PEBES Address System for Certain TerritoriesSIPEBES Territory Address SystemSocial Security Statement / AddressSystem of records established for addresses supplied by Puerto Rico and U.S. territorial governments for Statement recipients not required to file Federal returns.current_sorn_listing_implementation_uncertain2026-10-054SORN 60-0225 remains in SSA current catalog. Detailed storage/use mechanics are documented historically in 1994; current physical implementation is not assumed.DB_SPS_MIdata_storeSingle Payment System Management InformationSPS MITitle II / PaymentsNon-public management-information data store supporting SPS fee and other Title II payment workloads.observed_active2026-08-055Data.gov identifier US-GOV-SSA-60.DB_SRFdata_storeSource Reference FileSRFDisability / Reference DataEDCS state-specific database of doctors, hospitals, schools and other sources used in disability case development.observed_current_reference2026-09-015Current 2026 EDCS TOC retains SRF. Detailed database/vendor-extract mechanics come from the 2008 POMS section; do not assume unchanged physical implementation beyond the documented logical function.DB_SSI_IC_DO_PROGRAMMATICdata_storeSSI Initial Claim District Office Workload Report ProgrammaticTitle XVI / Initial Claims AnalyticsWeekly programmatic data asset listing SSI initial claims completed, used to generate agency completion counts.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-574. Kept separate from the existing management-information asset because SSA inventories both separately; no feed between them is inferred.DB_SSI_IC_DO_WORKLOAD_MIdata_storeSSI Initial Claims District Office Workload Report Management InformationSSI IC DO Workload MITitle XVI / Initial Claims AnalyticsWeekly list of SSI initial claims completed, used to generate agency completion counts.current_open_data_inventory2026-08-065The source does not identify the upstream transaction system, so no physical feed is modeled.DB_SSI_IRS_INTERFACEdata_storeSSI IRS Interface DatabaseSSI IRS DatabaseTitle XVI / IRS Match / Program IntegrityInterface database holding IRS non-wage match information used for SSI alert development and retrieval through MI Central and SSTNG.observed_current_two_year_retention2026-10-075Current POMS observed in the September 10, 2026 batch still states that the IRS interface database contains the most recent two years of IRS information and is retrievable through MI Central and SSTNG. Earlier 2026 evidence that the IRS agreement permits longer retention remains a planned/allowed state; public evidence does not establish production implementation of extended retention.DB_SSI_PE_ODSdata_storeSSI Post Entitlement Operational Data StorePE ODSTitle XVI / Post-entitlement Work ControlOperational data store used to control and select SSI post-entitlement diary workloads, including IRS 5B computer-match alerts, IRS pension 5H diaries, savings-security interface alerts, and age-18 critical-birthday redeterminations.observed_current2026-10-055Modeled as the Title XVI PE ODS described in current POMS. Current POMS maps IRS 5B match data and 5H pension-diary workload to PE ODS. Kept separate from SUMS Title XVI PEODS and the generic RZ/LI Interface Database because public evidence does not prove physical identity; platform, engine, hosting, and transport remain undisclosed. The 5B POMS says the operational IRS-data database retains the most recent two years; the Atlas does not extend that statement to unrelated PE ODS content.DB_SSI_PE_REJECT_MIdata_storeSSI Post-Eligibility Reject Report Management InformationTitle XVI / ExceptionsManagement-information reports/listings of batch post-eligibility transactions that fail to update the SSR.current_open_data_inventory2026-08-245US-GOV-SSA-577.DB_SSI_PE_REJECT_PROGdata_storeSSI Post-Eligibility Reject Report ProgrammaticTitle XVI / ExceptionsReports/listings of batch post-eligibility transactions that fail to update the SSR.current_open_data_inventory2026-08-245US-GOV-SSA-573.DB_SSI_WAGE_REPORT_HISTORYdata_storeSSI Wage Reporting HistorySSI Wage Reporting HistoryTitle XVI / Earnings / Wage ReportingPerson-level history data for telephone and mobile SSI wage reports.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-591. Public catalog does not identify the exact ingestion interface from SSITWR or mobile wage reporting.DB_SSNAP_AUDITdata_storeSSNAP Audit Trail SystemIdentity & EnumerationDatabase logging enumeration transactions processed by SSNAP.current_open_data_inventory2026-09-295Current Data.gov inventory US-GOV-SSA-58, last updated September 29, 2026, describes the database as logging enumeration transactions processed by SSNAP.DB_SSNAP_MIdata_storeSSN Application Process MIIdentity & EnumerationManagement-information asset containing information about the enumeration process.current_open_data_inventory2026-09-295US-GOV-SSA-154.DB_SSNAP_MI_ODSdata_storeSSN Application Process Management Information - Operational Data StoreSSNAP MI ODSIdentity & EnumerationEnumeration ODS used for ad hoc query and standard management-information reporting.current_open_data_inventory2026-09-295US-GOV-SSA-59; explicitly documented as DB2 using SUMS standards and architecture.DB_SSNAP_TXdata_storeSSN Application Process Transaction DatabaseIdentity & EnumerationDatabase storing data for all transactions in the enumeration process.current_open_data_inventory2026-09-295SSA inventory asset associated with the SSN Application Process.DB_SSRPTdata_storeTitle XVI / Supplemental Security Record Point In TimeSSRPTTitle XVI / Core RecordPoint-in-time database holding temporary SSR images during the operating day before nightly SSR batch update.current_open_data_inventory2026-07-075US-GOV-SSA-429.DB_SS_STATEMENT_PREFdata_storeOnline, Batch and CICS Social Security StatementSocial Security Statement / Client PreferencesDaily non-public database containing client preference information for SSA-initiated Social Security Statements, SSN, and disposition information for paper Statements received by the SSN holder.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-163. Relationship to the separately documented Statement History File is not established by the catalog record.DB_STATEMENT_HISTORYdata_storeSocial Security Statement History FileStatement History FileSocial Security Statement / HistoryElectronic file containing Social Security Statement processing history such as last on-request and system-initiated issuance, language, and manual-processing status; current POMS says it can be queried online.observed_current_reference2026-10-055The 1994 SORN established the SIPEBES History File and documented IRS-address provenance. Current POMS confirms the file remains an electronic queryable file, but does not re-document every historical field.DB_SUMS_APPEALS_ODSdata_storeSUMS Appeals Operational Data StoreSUMS Appeals ODSEnterprise Data / Appeals AnalyticsSingle-source operational data store for agency appeals information used in workload management and business intelligence.current_open_data_inventory2026-09-295US-GOV-SSA-54.DB_SUMS_CDR_ODSdata_storeSSA Unified Measurement System Continuing Disability Review Operation Data StoreSUMS CDR ODSDisability / Continuing Disability Review / AnalyticsSUMS data store containing management information reporting for the continuing disability review process.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-83. The inventory does not identify a specific transaction-system feed.DB_SUMS_CLIENT_TABLESdata_storeSUMS Client TablesEnterprise Data / DemographicsSUMS Client data/tables described by SSA as a subset of Client data housed in the Integrated Client Database (ICDB); used in SUMS demographics/reporting lineage.observed_current_reference2026-05-015Public documentation does not expose physical database technology or schema.DB_SUMS_COUNTS_DWdata_storeSUMS Counts Data WarehouseSUMS Counts DWEnterprise Data / AnalyticsSocial Security Unified Measurement System data warehouse used as the source for current public workload datasets including Medicare Extra Help decisions.observed_current2026-10-045Current SSA Open Data explicitly names the warehouse and a daily workload feed from Medicare ODS.DB_SUMS_EARNINGS_ODSdata_storeSUMS Earnings Operational Data StoreSUMS Earnings ODSEnterprise Data / Earnings AnalyticsOperational data store supporting information and statistical counts for SUMS earnings data.current_open_data_inventory2026-09-295Current Data.gov inventory US-GOV-SSA-55, last updated September 29, 2026, describes the ODS as supporting information and statistical counts for SUMS earnings data.DB_SUMS_ENUM_ODSdata_storeSUMS Enumeration Operational Data StoreSUMS Enumeration ODSIdentity & Enumeration / AnalyticsOperational data store from which SSA extracts public enumeration processing-time data.observed_current2026-10-045Current SSA Open Data directly names this store. The precise programmatic source feed is not published and is not inferred.DB_SUMS_ES_DW_QUERYdata_storeSUMS and Electronic Services Production Data Warehouse Query InstanceEnterprise Data / QueryProduction data-warehouse query instance storing information for query access across the named SUMS/electronic-services warehouse environment.current_open_data_inventory2026-08-065US-GOV-SSA-202.DB_SUMS_MCAS_RZLI_INTERFACEdata_storeRZ/LI Interface DatabaseTitle XVI / Management InformationInterface database holding alert data retrievable through SUMS/MCAS MI Central for redetermination and limited-issue workloads.observed_current_reference2026-074Canonical name is descriptive because POMS calls it only "an interface database." No physical database product, schema, or hosting platform is inferred.DB_SUMS_T16_IC_ODSdata_storeSUMS Title XVI Initial Claims Operational Data StoreSUMS T16 IC ODSTitle XVI / Initial ClaimsCurrent Title XVI initial-claims store and MI/BI operational data store from submission through adjudication.current_open_data_inventory2026-09-295Data.gov has two inventory records (US-GOV-SSA-64 and US-GOV-SSA-96) describing MI/BI and current-store views of the same named ODS.DB_SUMS_T16_PEODSdata_storeSUMS Title XVI Post-Eligibility Operational Data StorePEODSTitle XVI / Post-EligibilityCurrent store for Title XVI redeterminations and limited issues; includes Starz & Stripes workload-control data.current_open_data_inventory2026-09-295US-GOV-SSA-97.DB_SUMS_T2_PE_ODSdata_storeSUMS Title II Post Entitlement Operational Data StoreSUMS T2 PE ODSTitle II / Post-entitlement AnalyticsOperational data store providing standard/ad hoc reporting for Title II post-entitlement changes, reinstatements, payments and checks.observed_active2026-09-295Data.gov identifier US-GOV-SSA-101.DB_SVB_CLAIMS_MIdata_storeSocial Security Title VIII Special Veterans Benefits Claims Development and Management Information SystemSVB Claims MISpecial Veterans BenefitsPrivacy Act system of records for Title VIII Special Veterans Benefits claims development and management information.current_sorn_catalog2026-10-035SORN 60-0273; current catalog includes a November 25, 2025 amendment.DB_T16_DW_STAGINGdata_storeTitle 16 Data Warehouse Staging InstanceTitle XVI / AnalyticsStaging instance for Title 16 workload-management ODS and post-eligibility data feeding processing-time data to WMDW.current_open_data_inventory2026-09-295DB_T16_FO_APPEALS_ODSdata_storeTitle XVI Field Office Appeals - Operational Data StoreT16 FO Appeals ODSTitle XVI / AppealsLegacy management-information system tracking Title XVI appeals from reconsideration through court adjudicative levels.legacy_replaced_by_sums_appeals2026-09-295SSA Open Data explicitly says this legacy asset was replaced by SUMS Appeals; the actual cutover date is not published.DB_T16_FO_DIARY_MIdata_storeTitle XVI Field Office Diary Listing Management InformationTitle XVI / Workload ManagementWeekly management-information lists of pending SSI diaries by office.current_open_data_inventory2026-09-295US-GOV-SSA-575.DB_T16_FO_DIARY_PROGdata_storeTitle XVI Field Office Diary Listing ProgrammaticTitle XVI / Workload ManagementWeekly programmatic lists of pending SSI diaries by office.current_open_data_inventory2026-09-295US-GOV-SSA-571.DB_T2_GARNISHdata_storeT2 Garnishment ProcessT2 GarnishmentTitle II / GarnishmentData store supporting garnishment/tax-levy benefit adjustments and payment data for Treasury disbursement to IRS.observed_active2026-09-295Data.gov identifier US-GOV-SSA-170.DB_T2_NOTICESdata_storeTitle 2 NoticesT2 NoticesTitle II / NoticesNon-public data store for Title II notice batch-processing information.observed_active2026-09-295Data.gov identifier US-GOV-SSA-924; metadata tags include MADCAP but no direct application interface is asserted.DB_T2_ODSdata_storeTitle 2 Operational Data StoreTitle 2 ODSTitle II / AnalyticsNon-public Title II data asset that provides processing-time data to the Work Measurement Data Warehouse.observed_active2026-09-295Catalog title is 'Title 2 Data Warehouse'; description calls the asset the Title 2 ODS. Data.gov identifier US-GOV-SSA-205.DB_T2_SHARED_CASEdata_storeT2 Shared (Case)T2 Shared CaseTitle II / Shared DataNon-public Title II shared data asset containing data specific to the claim SSN.observed_active2026-09-295DB_T2_SHARED_LEGACYdata_storeTitle II Shared DatabaseTitle II Shared DatabaseTitle II / ClaimsLegacy shared Title II database named in SSA post-entitlement modernization planning as a redundancy target alongside the MCS Pending File and MBR.historical_legacy_reference20194Not automatically equated with the separately cataloged T2 Shared (Person) store; public evidence in this run does not establish physical equivalence.DB_T2_SHARED_PERSONdata_storeT2 Shared (Person)T2 Shared PersonTitle II / Shared DataCurrent non-public Title II shared-person data asset. Historical documentation placed citizenship/lawful-presence information here, but Title II citizenship storage moved to Person Information in June 2021; public evidence does not fully define the asset’s remaining current field scope.current_inventory_citizenship_migrated2026-09-295Data.gov identifier US-GOV-SSA-169. Title II citizenship storage moved from T2 Shared to Person Information effective June 27, 2021. Do not infer that the entire T2 Shared asset was retired; its remaining current field scope is unresolved.DB_T2_WMIdata_storeTitle II Workload Management InformationT2 WMITitle II / Workload AnalyticsDetailed initial-claims data used to summarize workload and task information at office, regional and national levels.observed_active2026-09-295Data.gov identifier US-GOV-SSA-100.DB_TARdata_storeTransaction Accuracy ReviewTARTitle II / QualityData asset supporting Transaction Accuracy Review measurement of Title II adjudicative accuracy.observed_active2026-08-245Data.gov identifier US-GOV-SSA-71.DB_TAXYdata_storeAutomate The Tax Levy Process (Taxy)TaxyTitle II / Tax LevyData store supporting automation of Title II tax-levy payment adjustments and Treasury disbursement to IRS.observed_active2026-09-295Data.gov identifier US-GOV-SSA-172.DB_TAX_LEVY_NOTICE_DB2data_storeTax Levy DB2 DatabaseTitle II / Tax Levy / NoticesDB2 data store documented as an input to the Tax Levy Notice System.historical_architecture_component_current_system_reference2026-10-054The database is explicitly documented in the 2006 architecture description while the Tax Levy Notice System remains in the current POMS chapter. Relationship to the separately cataloged Automate The Tax Levy Process (Taxy) data store is unresolved and no merge is inferred.DB_TDCPdata_storeTotalization Data Collection Program DatabaseTDCP databaseTitle II / International / TotalizationLogical TDCP data store that houses electronic copies of completed forms for three years and keys records by SSN, agreement code and receipt code.observed_current_reference2026-10-045Mapped as a logical data store only; database engine and hosting are not inferred.DB_TITLE2_ODSdata_storeTitle II Operational Data StoreTitle II ODSTitle II / Enterprise DataOperational data store that receives nightly MCS data and serves as SSA's primary source of management information for initial claims processing.observed_current2026-07-105Current Open Data documentation explicitly names this data store and nightly MCS feed.DB_TPPS_ODSdata_storeThird Party Payment System Operational Data StoreTPPS ODSEnterprise Data / Payment AnalyticsOperational data store containing management information on SSA third-party payment transactions.current_open_data_inventory2026-09-085US-GOV-SSA-73.DB_TRAVEL_BORDER_CROSSINGdata_storeTravel and Border Crossing RecordsProgram Integrity / External Travel DataPrivacy Act system of records 60-0389 holding identity, citizenship/immigration, travel-country, deportation, document, mode, and U.S. arrival/departure information used to establish or verify Title II, Title XVI, and Title XVIII eligibility or entitlement.observed_current_modified_sorn2025-08-205Current SORN identifies DHS CBP ADIS and covered individuals themselves as record sources; paper/electronic storage; retrieval by name, SSN, and DOB; retention under NARA GRS 4.2 item 130. No downstream master-record update mechanism is stated.DB_TREASURY_CIRdata_storeTreasury Collection Information RepositoryCIRPayments / Debt / Treasury / External ExchangesTreasury data archive and reporting tool that provides a single place to view or download settled transaction information from Treasury revenue collection systems; SSA uses CIR in the programmatic remittance lockbox workflow.observed_current_external_dependency2026-10-075POMS establishes SSA use of CIR for lockbox transactions; no claim is made that SSA operates or hosts the repository.DB_TSMIdata_storeTelephone System Management InformationTSMIInfrastructure / Telephony / Management InformationSSA catalog asset providing configuration, management, function options, maintenance procedures, and management information for the VoIP Station Manager.catalog_record_present_currentity_unconfirmed2026-06-304Data.gov still exposed the record in 2026 but the underlying dataset was last updated 2018-01-08; current production use is not inferred.DB_TTW_PAYMENTdata_storeTicket-to-Work and Self-Sufficiency Program Payment DatabaseTicket to Work / PaymentsPrivacy Act system of records for Ticket-to-Work program payment information.current_sorn_catalog2026-10-035SORN 60-0295; runtime technology and exact application interfaces are not public.DB_TTW_PM_MIdata_storeTicket-to-Work Program Manager Management Information SystemTTW PM MISTicket to Work / Management InformationPrivacy Act system of records for Ticket-to-Work Program Manager management information.current_sorn_catalog2026-10-035SORN 60-0300; exact interface to iTOPSS or Ticket Portal is not asserted.DB_TTW_WORKLOAD_MIdata_storeTicket To Work Workload - Management InformationTTW Workload MITicket to Work / Work IncentivesManagement-information asset covering disability beneficiaries participating in the Ticket to Work/back-to-work program.current_open_data_inventory2026-09-295Public catalog identifies workload/participant MI but does not disclose physical database technology.DB_UNIFIED_ICM_CCEdata_storeUnified ICM/Unified CCE DatabasesUnified ICM/CCECustomer Service / TelephonyHistorical CARE 2020 database architecture in which a central database held N8NN routing configuration and history while a local database held real-time call-center activity.historical_architecture_current_operation_unverified2017-12-223Official SSA Open Data record remains cataloged in 2026 but its substantive metadata was last modified in 2017. Do not treat this as confirmed current physical architecture.DB_USPS_NCOAexternal_data_storeUSPS National Change of Address DatabaseNCOAExternal Data / AddressUSPS National Change of Address database containing original and new mailing addresses, matched against SSA Title II address records through a licensed vendor.observed_current_policy_reference2026-10-055The licensed vendor used for the matching operation is not identified in the cited public POMS; no vendor is inferred.DB_VENDOR_INFO_REPOdata_storeSSA Vendor Information RepositoryProcurement / Market ResearchRepository database holding vendor capability information for SSA market research and made available to SSA components.observed_current_guidance2026-10-055Official guidance says vendor information remains approximately one year and must be resubmitted to remain available; database technology is not disclosed. Run 83: current OAG guidance says vendor information remains approximately one year before deletion unless resubmitted. A 2018 SSA Industry Day Q&A described the repository as an internal SharePoint site; current physical implementation remains unconfirmed.DB_VENDOR_PAYMENT_UNNAMEDdata_storeUnnamed SSA Vendor Payment DatabaseFinance / Vendor PaymentsUnnamed SSA database that current SSA vendor guidance says is automatically updated when enrolled vendors change financial information through SAM.observed_current_unnamed2026-10-055The source explicitly says “SSA’s database” but does not provide a system name, schema, platform, hosting, or establish identity with Administrative Payment Information or SSOARS. Keep separate until corroborated.DB_VIPR_MIdata_storeVisitor Intake Processing Re-write Management InformationVIPR MIField Office / Customer Service AnalyticsData store containing detailed visitor wait-time, visit, call, and other customer-relationship information related to VIPR and CHIP for ad-hoc management-information querying.current_open_data_inventory2026-09-295The source explicitly references both VIPR and CHIP but does not publish source-system interfaces.DB_VR_REIMB_CASEdata_storeVocational Rehabilitation Reimbursement Case Processing SystemVocational Rehabilitation / ReimbursementPrivacy Act system of records for vocational-rehabilitation reimbursement case processing.current_sorn_catalog2026-10-035SORN 60-0221. Exact technical relationship to current VRRMS is not asserted.DB_WEI_REPOdata_storeWage and Employment Information RepositoryWEI RepositoryEarnings / Payroll DataSecure repository holding wage/employment information obtained through PIE and accessible to SSA workloads.observed_current2026-10-035SSA says monthly data began in April 2025.DB_WMDWdata_warehouseWork Measurement Data WarehouseWMDWEnterprise / Work MeasurementWarehouse named by SSA Open Data as the recipient of Title 2 ODS processing-time data.observed_current_reference2026-09-295Current Title II and Title XVI Open Data assets explicitly identify WMDW as the recipient of processing-time data; broader physical topology remains unpublished.DB_WMI_GARNISHMENTdata_storeWorkload Management Information For GarnishmentGarnishment WMIPayments / Garnishment AnalyticsReporting data supporting ad-hoc queries and standard reports for garnishment, including Title II benefit adjustments and payments to Treasury.current_open_data_inventory2026-09-295Physical relationship to the existing T2 Garnishment Process data store is not published.DB_WMI_TAX_LEVYdata_storeWorkload Management Information For Tax LevyTax Levy WMITitle II / Tax Levy AnalyticsNon-public reporting data for Title II tax-levy payments and Treasury disbursement to IRS.observed_active2026-07-075Data.gov identifier US-GOV-SSA-70.DB_ZIP_CODE_MASTERdata_storeZIP Code Master FileZIP Code Master FileAddress / Postal ReferenceReference file containing ZIP Code and Post Office data, described by SSA as based on USPS address information and updated monthly for ZIP maintenance.observed_current_policy_reference_implementation_unconfirmed2026-10-054Detailed implementation description is substantively dated 2011; current physical store is not established.DIARY_R8work_controlR8 Conserved Funds DiaryR8Title XVI / Representative Payee / ResourcesSSI conserved-funds diary set when WBDOC processing of an annual representative-payee accounting report shows conserved funds above the policy threshold.observed_current2026-07-025Current POMS says WBDOC enters the CF field in SSR and the case is selected for a subsequent limited-issue/redetermination workload.DOC_DIB_CESSATION_EXCLUSIONdata_artifactDIB Cessation Exclusion DocumentDIB Cessation ExclusionDisability / Work CDR / EffectuationDocument generated by eWork for manual Processing Center effectuation when an automated update cannot be completed.observed_current2026-09-145Routed through paperless/Evidence Portal workflows and associated with PCACS DIBCESS action control.DOC_IAA_ADMIN_AGREEMENTagreement_documentIAA Administrative AgreementData Exchange / Governance / InteragencyAdministrative agreement identifying the provisions of an SSA Interagency Agreement package.observed_current_glossary2026-10-075Logical document artifact; physical document-management implementation is not identified.DOC_IAA_OGC_CLEARANCEclearance_documentIAA Office of General Counsel Clearance MemorandumOGC Clearance MemoData Exchange / Governance / InteragencyOffice of the General Counsel clearance memorandum included in the SSA Interagency Agreement package.observed_current_glossary2026-10-075Logical document artifact; storage implementation is not identified.DOC_SSI_UNDELIVERABLE_COVER_LETTERdata_artifactSSI Undeliverable Cover LetterUCLTitle XVI / Address / NoticesCover letter attached when specified returned SSI notices with appeal rights are re-mailed after SSA locates the claimant, recipient, or payee at a current address.observed_current_policy_reference2026-10-075Current TN 54 (06-26) retains the UCL exhibit and re-mailing rule.DOC_WAGE_INVESTIGATIVE_NOTICEnoticeElectronic Wage Reporting Investigative NoticeInvestigative NoticeEarnings / Program IntegrityNotice sent to a wage-report submitter when SSA identifies anomalous wage reports requiring investigation or corrective action.observed_current2026-10-055The notice identifies wage reports by WFID, EIN, and tax year and provides required actions/deadlines.DOM_BLACK_LUNGdata_domainBlack Lung Benefit DataBlack LungProgram DataBlack Lung Part B and Part C benefit/payment information relevant to SSA residual administration, SSI income, and Title II offset.observed_current_program_reference2026-10-035DOM_CITIZENSHIPdata_domainCitizenship Verification DataCitizenshipIdentity & EnumerationCitizenship-verification information used in state benefit-program exchanges.observed_active2026-10-025DOM_CLAIMFOLDERdata_domainClaims Folder DataClaims FolderClaims / EvidenceClaim and evidence records governed by claims-folder and electronic-disability records notices.observed_active2026-10-025DOM_DB_RECORD_METADATAdata_domainRelational Database and Record-Structure MetadataEnterprise Data / MetadataLogical Atlas domain for physical/logical relational-database and record-structure metadata managed by EMR.logical_domain2026-10-055Logical domain only; not asserted as a separate SSA physical system.DOM_DEATHdata_domainDeath DataDeathIdentity & EnumerationDeath notifications and related data received or maintained by SSA.observed_active2026-10-025DOM_EARNINGSdata_domainEarnings DataEarningsEarningsWage/self-employment/coverage data used in SSA programs and exchange products.observed_active2026-10-025DOM_ENUMERATIONdata_domainEnumeration / SSN AssignmentEnumerationIdentity & EnumerationBusiness/data domain covering SSN application, assignment, correction and card issuance.observed_current2026-10-035Separated from SSN verification, which is modeled as DOM_SSNV.DOM_E_SERVICESdata_domainElectronic Service Usage DataElectronic Services MIEnterprise Data / Digital Services AnalyticsManagement-information domain for usage of SSA electronic services.observed_current2026-08-245Domain node created from the current Electronic Services ODS purpose.DOM_IT_CONFIG_ASSETdata_domainIT Configuration and Asset MetadataEnterprise IT / Configuration ManagementConfiguration-item and IT-asset metadata including characteristics, authorized configurations, identifiers, and relationships among components and assets.observed_current_data_domain2026-10-055Modeled directly from the SSA Enterprise Configuration Management System data inventory description and keywords.DOM_MEDICAREdata_domainMedicare-Related DataMedicareMedicareMedicare-related information used in SSA-administered or exchanged workloads.observed_active2026-10-025DOM_PERSON_CUSTOMER_RECORDdata_domainEnterprise Person / Customer RecordPerson / Customer RecordEnterprise Person DataEnterprise logical person/customer-record domain. Current SSA evidence now includes both the Person Information application, positioned as the Customer Record database, and a separately cataloged physical 'Person' data store for SSA customer information.logical_domain_with_physical_pi_person_storage_established2026-10-055Logical enterprise person/customer domain. Authoritative SSA evidence establishes a physical PI/PERSON web-based primary storage application and positions PI as the Customer Record database. A separate Federal Data Catalog asset named Person also exists; public evidence still does not prove that DB_PERSON_STORE is the exact backing store for APP_PERSON_INFO or that all program data are centralized there.DOM_PRISONERdata_domainPrisoner DataPrisonerProgram IntegrityConfinement/release/facility data reported to SSA.observed_active2026-10-025DOM_PROGRAM_DEBTdata_domainProgram Debt and Receivables DataProgram DebtDebt & OverpaymentsDebt, receivable, collection, remittance, due-process and recovery information for SSA-administered programs.observed_current2026-10-035DOM_REPPAYEEdata_domainRepresentative Payee DataRep PayeeRepresentative PayeeRepresentative-payee, beneficiary and related misuse/control data.observed_active2026-10-025DOM_SSNVdata_domainSSN Verification DataSSN VerificationIdentity & EnumerationData used to verify Social Security numbers and associated identity attributes.observed_active2026-10-025DOM_SVBdata_domainSpecial Veterans Benefits DataSVBProgram DataData concerning Special Veterans Benefits eligibility and payment under SSA-administered programs.observed_current2026-05-115CMA 1008 explicitly covers SSI and SVB recipients.DOM_TITLE16data_domainTitle XVI Benefit DataTitle XVITitle XVI / SSISSI eligibility and payment data referenced by SSA exchange products.observed_active2026-10-025Domain object; source system linkage is added only when directly documented.DOM_TITLE2data_domainTitle II Benefit DataTitle IITitle II / EntitlementTitle II entitlement and benefit data referenced by SSA exchange products.observed_active2026-10-025Domain object; source system linkage is added only when directly documented.DW_BI_ORACLE_2016data_warehouseSSA BI Oracle Data Warehouse (2016)BI Data WarehouseEnterprise Data / AnalyticsHistorical SSA business-intelligence data warehouse described as an Oracle database exceeding 12 terabytes and supporting strategic decision-making.historically_documented_201620165The strategic plan distinguishes this existing warehouse from the new EDW being built. Exact database name and later disposition are not public.DW_DCPSdata_warehouseDisability Case Processing System WarehouseDCPS WarehouseDisability / AnalyticsNon-public data warehouse supporting DCPS reporting/analytics.current_open_data_inventory2026-09-295US-GOV-SSA-253.DW_EDW_2016data_warehouseEnterprise Data Warehouse (2016 modernization platform)EDWEnterprise Data / AnalyticsAgency-wide decision-support data warehouse modernization platform being built in 2016 with Greenplum and Informatica and fed from a Hadoop data lake.historically_authorized_to_operate_20162016-11-165SSA testimony states the platform had received an ATO. This entity is time-scoped to the 2016 modernization architecture and is not automatically equated to any current warehouse or Greenplum deployment.ENV_ECBSV_ETEtest_environmenteCBSV External Testing EnvironmentETEIdentity / SSN Verification / External TestingSSA-provided non-production environment that allows participating eCBSV clients to perform interface testing of client software against the eCBSV verification service.observed_current2026-10-055Separate test registration returns an ETE OAuth Client ID. SSA says ETE is not for high-volume performance testing. Hosting, platform, and environment topology are not public.ENV_SYSTEM_ZEROtest_environmentSystem ZeroSystem ZeroInfrastructure / Test EnvironmentIWS/LAN test system installed at the National Computer Center for experimentation before deployment to pilot field offices.historical_testbed_1990s1994-045OTA says SSA used System Zero to gain experience with IWS/LAN before deploying to 10 pilot field offices.EXT_BFS_US_SECURITIES_ACCESSexternal_data_storeUnited States Securities and AccessExternal Partner Data / Treasury SecuritiesFiscal Service system of records used to match SSA finder-file SSNs against savings-security ownership for CMA 1304.observed_current_in_active_cma2026-10-035CMA 1304 cites Fiscal Service SORN .014; this Atlas record does not infer underlying product/database technology.EXT_CYBERSCOPEexternal_serviceDHS CyberScopeCyberScopeEnterprise Security / FISMA ReportingDepartment of Homeland Security reporting tool used for Inspector General FISMA reporting metrics.observed_current_external_dependency2026-10-055FY2026 OIG says Federal agencies are required to use DHS CyberScope for IG FISMA metric reporting and that OIG reported SSA maturity assessments there.EXT_DHS_ADISexternal_data_storeDHS Arrival and Departure Information SystemADISExternal Data / Travel / IdentityDepartment of Homeland Security electronic repository containing U.S. entry and exit information for citizens and non-citizens, fed by multiple DHS components and the Department of State.observed_current_external_source2026-10-055Modeled as an external repository based on current SSA POMS. The Atlas does not infer ADIS internal DHS architecture.EXT_FED_DATA_CATALOGexternal_platformFederal Data Catalog (Data.gov)Federal Data CatalogExternal Data Governance / Public CatalogFederal public data catalog used to browse, search, and filter SSA’s comprehensive data inventory and cataloged public data assets.observed_current2026-10-065External federal catalog/publication layer; does not imply the catalog hosts SSA operational source data.EXT_HHS_OIG_LEIEexternal_data_sourceHHS OIG List of Excluded Individuals and EntitiesLEIEExternal Partner Data / Program Integrity / Medical ProvidersHHS OIG exclusion list used by SSA disability records to identify medical examiners or providers whose evidence may not be considered.observed_current_source2026-10-065eDIB SORN explicitly identifies LEIE as a source for provider exclusion indicators.EXT_MA_DTA_CONNECTexternal_applicationMassachusetts DTA ConnectDTA ConnectExternal Data Exchange / State RecordsMassachusetts Department of Transitional Assistance portal through which authorized SSA employees have inquiry-only online access to DTA eligibility records under SASRO.observed_current_policy_reference2026-10-055Access is State-approved and limited. Address and phone information are collateral data and must be verified with other sources.EXT_STATE_EBRexternal_system_familyState Electronic Birth Registration SystemsExternal Partners / Vital Records / EnumerationCollective family of state electronic birth-registration systems into which hospitals, birthing centers, or licensed midwives enter newborn birth-registration information before state transmission to SSA under EAB.observed_current2026-10-045Represents heterogeneous state-owned systems as a logical system family. No common vendor, protocol, or platform is inferred.EXT_TNEV_GRAMMAR_DBexternal_data_storeTNEV Telecommunications Vendor Alphanumeric Grammar DatabaseTNEV Grammar DatabaseCustomer Service / Speech Recognition / External VendorStandard alphanumeric grammar database used by SSA’s telecommunications vendor to match a spoken IRES user ID in the TNEV automated application.current_documented_external_dependency2026-10-065PIA identifies a 2.8 trillion grammar database but does not name the vendor, product, hosting environment, or persistence implementation.EXT_WRAPSexternal_serviceWorldwide Refugee Admission Processing SystemWRAPSIdentity / Immigration / Legacy VerificationExternal refugee-admission processing system formerly used by SSA through a fax-verification process for refugee status.retired_verification_process_with_residual_ssnap_workflow2026-10-055Current POMS says SSA no longer uses the WRAPS fax verification process, but WRAPS questions and workaround functionality may still appear in SSNAP until removed.EX_AFI_FIexchange_productAFI Financial Institution Account Verification ExchangeAFI FI ExchangeExternal Exchange / Title XVIElectronic request/response exchange used to obtain bank-account balance information from participating financial institutions.observed_current2026-09-105Modeled from POMS electronic AFI request/response procedures; nonparticipating or nonresponsive institutions can require alternative/paper verification.EX_BEERexchange_productBeneficiary Earnings Exchange RecordBEERExternal Data ExchangeBatch exchange providing earnings data to states.observed_active2026-10-025EX_BENDEXexchange_productBeneficiary & Earnings Data ExchangeBENDEXExternal Data ExchangeBatch exchange providing Title II and earnings data to state agencies.observed_active2026-10-025EX_CAWRexchange_productCombined Annual Wage ReportingCAWRExternal Data ExchangeSSA/IRS program and data exchange for reconciling employer wage reports with federal tax reports.observed_current2026-10-035EX_CMA1003_DOL_BLCexchange_productDOL Black Lung Part C Benefit Payments MatchCMA 1003Program Integrity / DisabilitySSA uses DOL Part C Black Lung benefit data to verify disability benefit amounts.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1004_DOD_RETexchange_productDoD Military Retirement MatchCMA 1004Title XVI / SVB / External Data ExchangeSSA uses military retirement and survivor payment data to determine SSI and SVB eligibility and benefit payment amounts.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1005_OPM_CIVILexchange_productOPM Civil Service Pension MatchCMA 1005External Data Exchange / SSI / SVBActive SSA-OPM computer match in which OPM civil-service pension data support SSA eligibility and payment-accuracy determinations, including SSI and SVB.active_matching_program2026-10-045Current SSA matching catalog lists CMA 1005 active; agreement-specific purposes are retained without inferring an implementation interface.EX_CMA1006_RRB_CHICOexchange_productRRB Combined Health Insurance Check Writing MatchCMA 1006 / CHICOTitle XVI / SVB / External Data ExchangeSSA uses RRB CHICO information to verify SSI and SVB eligibility and benefit payments.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1007_RRB_WAGE_BENexchange_productRRB/SSA Wage and Benefit MatchCMA 1007External Data Exchange / Railroad RetirementSSA and RRB exchange wage and benefit data under a consolidated match used by RRB to administer Railroad Retirement Act benefits.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1010_DHS_NONCITexchange_productDHS Noncitizens Suspension and Recovery MatchCMA 1010Title II / Title XVI / Program IntegritySSA uses DHS data to identify noncitizens potentially ineligible for SSI or RSDI because of absence or removal from the United States.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1012_CNCS_SSNexchange_productCNCS/AmeriCorps SSN and Citizenship Verification MatchCMA 1012Identity / External Data ExchangeSSA verifies SSNs and returns recorded citizenship status and a death indicator for approved national-service applicants or award recipients.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1015_DOL_BLBexchange_productDOL Black Lung Part B Data MatchCMA 1015Title XVI / Program IntegritySSA uses DOL Part B data to verify that recipients receive the correct SSI payment amount.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1016_IRS_DISFLAexchange_productIRS DIFSLA MatchCMA 1016 / DIFSLATitle XVI / External Data ExchangeCurrent SSA/IRS CMA 1016 DIFSLA match uses IRS return information from IRMF to verify eligibility for, and the correct amount of, Title XVI SSI and federally administered supplementary payments.active_matching_program2026-10-055Current signed CMA 1016 is effective 2026-01-01 through 2027-07-01. Prior Atlas description included Medicare; the current signed agreement scopes this match to Title XVI SSI/federally administered supplementary payments.EX_CMA1030_VA_INCOME_DEPexchange_productVA Income Dependent Extract MatchCMA 1030External Data Exchange / VeteransSSA verifies VA-provided SSNs and supplies SSA benefit data that VA uses to verify benefit payment amounts.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1038_BFS_SAVINGSexchange_productFiscal Service Savings Bond MatchCMA 1038Title XVI / Assets / External Data ExchangeSSA uses Fiscal Service savings-security ownership data to verify SSI eligibility and payment amounts where ownership was unreported or incorrectly reported.active_matching_program2026-10-045Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1045_OPM_EARNexchange_productOPM Earnings-Limit MatchCMA 1045External Data Exchange / EarningsSSA-OPM computer match scheduled to begin October 20, 2026, under which SSA will verify OPM-submitted identifiers and disclose matched wage and self-employment information from the Enumeration and MEF record systems for OPM earnings-limit determinations.scheduled_to_begin_2026-10-202026-10-065The August 19, 2026 Federal Register notice states the match begins October 20, 2026 absent comments requiring republication. As of October 6 it is not yet current operation; transport mechanism and execution cadence are not publicly stated.EX_CMA1050_VA_EARNINGSexchange_productVA Income-Dependent Beneficiary Earnings MatchCMA 1050Earnings / External Data Exchange / VeteransVA sends identifying data to SSA; SSA verifies SSNs using Enumeration and discloses matched wage/self-employment earnings from MEF for VA needs-based benefit administration.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1051_ED_SSN_CITexchange_productDepartment of Education SSN and Citizenship Verification MatchCMA 1051Identity / External Data Exchange / EducationDepartment of Education uses SSA information to verify SSNs and citizenship status for Title IV financial-aid applicants.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1052_VHA_EARNINGSexchange_productVA Earnings Information MatchCMA 1052Earnings / External Data Exchange / VeteransSSA discloses return information to Veterans Health Administration to verify earnings supplied by medical-care applicants.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1061_HUD_INCOMEexchange_productHUD Tenant Reported Income MatchCMA 1061External Data Exchange / Income VerificationHUD uses SSA Title II, Title XVI, and Title VII information to verify eligibility for HUD rental-assistance programs.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1071_OPM_BENEFITexchange_productOPM Benefit Data MatchCMA 1071External Data Exchange / Federal RetirementSSA-OPM computer match scheduled to begin October 27, 2026. OPM submits name, SSN, date of birth and an SVES indicator; SSA verifies the SSN using Enumeration and, on a match, returns Title II beneficiary status and associated MBR benefit information through SVES.scheduled_to_begin_2026-10-272026-10-065Corrected to Title II only. The August 6, 2026 Federal Register notice states the re-established match begins October 27, 2026 absent comments requiring republication; no Title XVI or earnings return is described.EX_CMA1100_ED_MINEexchange_productDepartment of Education MINE Disability Data MatchCMA 1100 / MINEDisability / External Data Exchange / EducationDepartment of Education uses SSA Medical Improvement Not Expected disability information to identify people with permanent disabilities who may qualify for loan discharge.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1304_BFS_PARTDexchange_productFiscal Service Medicare Part D Prescription Drug Subsidy MatchCMA 1304Medicare / External Data ExchangeSSA sends MDB-derived finder files and uses Fiscal Service savings-security ownership data to verify Extra Help eligibility self-certification.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1305_IRS_PARTDexchange_productIRS Medicare Part D Prescription Drug Subsidy MatchCMA 1305Medicare / External Data ExchangeSSA uses specified IRS return data to verify self-certified eligibility for Medicare Part D prescription drug subsidy assistance.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1306_OCSE_PARTDexchange_productOCSE Medicare Part D Prescription Drug Subsidy MatchCMA 1306Medicare / External Data ExchangeSSA uses OCSE quarterly wage, new-hire, and unemployment data to verify self-certified eligibility for Medicare Part D subsidy assistance.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1307_OPM_PARTDexchange_productOPM Medicare Part D Prescription Drug Subsidy MatchCMA 1307Medicare / External Data ExchangeSSA uses OPM civil-service benefit and payment data to verify self-certified eligibility for Medicare Part D subsidy assistance.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1308_RRB_PARTDexchange_productRRB Medicare Part D Prescription Drug Subsidy MatchCMA 1308Medicare / External Data ExchangeSSA uses RRB annuity payment information to verify self-certified eligibility for Medicare Part D subsidy assistance.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA1310_IRS_PREMIUMexchange_productIRS Medicare Parts B and D Premium Subsidy MatchCMA 1310Medicare / External Data ExchangeSSA uses IRS return information to establish correct Medicare Parts B and D premium subsidy adjustments.active_matching_program2026-10-035Current SSA Computer Matching Programs page lists the corresponding CMA as active; purpose is documented in the 2026 Annual Matching Activity Report.EX_CMA6000_STATE_LEVELexchange_productState-Level Federally Funded Benefit Program MatchCMA 6000External Data Exchange / StatesActive state-level model matching program under which SSA can verify SSNs and disclose specified SSA records for administration of federally funded benefit programs.active_matching_program2026-10-045Current active catalog status is authoritative as of 2026-10-04. The static model agreement has an earlier stated term; no undocumented extension mechanism is inferred.EX_CMA6003_STATE_AGENCYexchange_productState Agency Federally Funded Benefit Program MatchCMA 6003External Data Exchange / StatesActive state-agency model matching program under which SSA can verify SSNs and disclose specified SSA records for administration of federally funded benefit programs.active_matching_program2026-10-045Current active catalog status is authoritative as of 2026-10-04. Physical exchange topology varies by participating state agency and is not inferred.EX_CMA6004_TRIBALexchange_productTribal Entity Federally Funded Benefit Program MatchCMA 6004External Data Exchange / TribalActive tribal-entity model matching program under which SSA can verify SSNs and disclose specified SSA records for administration of federally funded benefit programs.active_matching_program2026-10-045Current active catalog status is authoritative as of 2026-10-04. Physical exchange topology is not inferred.EX_CMS_ACA_1097exchange_productCMS Affordable Care Act Eligibility Verification MatchCMA 1097External Data Exchange / CMSReal-time and daily batch exchange supporting Affordable Care Act marketplace eligibility, renewal, redetermination and exemption verification.observed_current2026-03-095Active through September 8, 2027 absent modification/termination.EX_CMS_AFES_1094exchange_productCMS Medicare Non-Utilization Match for Fraud AnalyticsCMA 1094External Data Exchange / Program IntegrityActive SSA-CMS computer match for Title II beneficiaries age 90+; non-utilization responses support continued-eligibility review and fraud analytics.observed_current2026-10-035SSA Computer Match 1094 / CMS Computer Match 2024-09.EX_CMS_NURSING_1076exchange_productCMS Title XIX Facility Admission and Discharge MatchCMA 1076External Data Exchange / CMSMonthly CMS facility match used to identify unreported institutional admissions/discharges affecting SSI payment and living-arrangement rules.observed_current2026-10-035CMA 1076 is on SSA's active-match list; current POMS documents the D8 workflow.EX_CREDIT_BUREAU_REPORTINGexchange_productDebt Reporting to Credit RepositoriesCredit Bureau ReportingExternal Data ExchangeAutomated reporting and monthly updating of qualifying delinquent SSA debt information to national credit repositories.observed_current2026-10-035EX_DAS_TREASURYexchange_productDaily Advice of StatusDASExternal Exchange / Treasury / PaymentsElectronic Treasury status transmission reporting SSA stop-code processing and whether a check was or was not paid.observed_current_policy_reference2026-10-045Current POMS page defines the transmission; transport technology is not specified.EX_DTAexchange_productDirect Terminal AccessDTAExternal Data ExchangeReal-time access by an authorized Federal agency to certain SSA electronic databases for agreed beneficiary data when other exchange methods do not suffice.observed_current2026-03-175Access requires legal, security, and where applicable financial agreements plus approved user access controls.EX_EABexchange_productEnumeration at BirthEABExternal Data ExchangeState birth-registration process used to request an SSN for a newborn; states can transmit via MFT.observed_active2026-10-025EX_EAEexchange_productEnumeration at EntryEAEExternal Data ExchangeAutomated immigrant enumeration exchange in which DoS collects data and DHS/USCIS transmits enumeration data to SSA.observed_current2026-10-035EX_EBEexchange_productEnumeration Beyond EntryEBEExternal Data ExchangeAutomated USCIS-to-SSA enumeration exchange for approved I-765, I-485 and N-400 applications requesting an SSN card.observed_current2026-10-035EX_EIWOexchange_productElectronic Income Withholding Order Exchangee-IWOExternal Data Exchange / GarnishmentElectronic-file process through which participating states, courts and other garnishing entities send income-withholding orders to SSA.observed_current2026-10-035EX_EMILRECSexchange_producteMilrecseMilrecsExternal Data Exchange / Military RecordsSSA/NARA online system for requesting, tracking and receiving documentary evidence of military service.observed_current_reference2026-10-035Interactive authenticated exchange; public policy does not expose transport/API details.EX_ENRexchange_productAutomated EnrollmentENRExternal Exchange / Direct DepositElectronic enrollment process through which participating U.S. financial institutions transmit direct-deposit enrollment information to SSA.observed_current2026-10-035Also called Quick$tart/Quick Start in POMS; financial-institution participation is voluntary.EX_EVERIFYexchange_productSSA E-VerifyE-VerifyExternal Data ExchangeDHS-owned E-Verify employment-authorization verification program with SSA operational participation for resolving SSN-record mismatches and recording E-Verify case resolution.observed_current_policy2026-10-055Catalog remains available; underlying metadata is 2017.EX_FPLS_DRLIFexchange_productDirect Request Locator Information FileDRLIFExternal Data Exchange / Child Support / EarningsDaily FPLS exchange in which OCSE submits known-SSN finder records to SSA and receives employer address information for up to ten recent employers over four years plus wage amounts.observed_current2026-09-295Federal Data Catalog identifier US-GOV-SSA-677 covers the combined FPLS DRLIF/ESKARI process. SSA source systems for the returned employer/wage data are not named in that record.EX_FPLS_ESKARIexchange_productEarnings System Keyed Applications for SSN Registration IdentificationESKARIExternal Data Exchange / Child Support / IdentityDaily FPLS exchange in which OCSE submits finder records with unknown SSNs to SSA for SSN identification; identified SSNs are then recycled into DRLIF processing.observed_current2026-09-295Federal Data Catalog identifier US-GOV-SSA-677 covers the combined FPLS DRLIF/ESKARI process. The catalog does not name the SSA identity repository or match utility used by ESKARI.EX_FTD_ADIS_QUERYexchange_productForeign Travel Data ADIS Direct Query ExchangeFTD-ADIS QueryExternal Data Exchange / Program IntegrityDirect-query exchange used by SSA Foreign Travel Data application to obtain third-party foreign-travel information from DHS ADIS.observed_current2026-10-055Current mode is direct/ad hoc query access. OIG says SSA is working toward a batch process via a Computer Matching Agreement; that future state is not modeled as current.EX_HAVVexchange_productHelp America Vote VerificationHAVVExternal Data ExchangeVerification service for voter registration using last four SSN digits, name and DOB, including alive/deceased match status.observed_current2026-10-035EX_HRS_LINKAGEexchange_productSSA-Health and Retirement Study Administrative Record LinkageSSA-HRS LinkageExternal Exchanges / ResearchConsent-based SSA administrative-record linkage that validates identifying information against Numident and provides matched earnings, disability-application, and benefit extracts to HRS.documented_ongoing_research_exchange2026-10-0442024 HRS guide documents linkage mechanics and data products; FY2027 SSA budget confirms ongoing HRS support. Current transport protocol and exact 2026 match cadence are not public.EX_IBIQexchange_productInterstate Benefit InquiryIBIQExternal Data Exchange / State Wage and UI DataSSA online access to state wage and unemployment records through the Interstate Connection Network.observed_current2026-10-035Current POMS uses IBIQ as wage and unemployment-benefit evidence.EX_IEDRexchange_productInternet-Electronic Death RegistrationI-EDRExternal Data ExchangeWeb application allowing state vital statistics offices to verify decedent SSNs and notify SSA of deaths.observed_active2026-10-055EX_ISVERexchange_productDepartment of State Online SSN Verification ExchangeISVERExternal Data ExchangeReal-time SSN verification service for Department of State passport adjudication.cataloged_legacy_metadata2026-10-033Catalog remains available in 2026, but underlying dataset metadata was last updated in 2018.EX_LISexchange_productLow-Income Subsidy Data ExchangeLISExternal Data ExchangeExchange providing LIS information to states/DC as leads for Medicare Savings Program outreach.observed_active2026-10-025EX_MEDICARE1144exchange_productMedicare 1144 Outreach Data ExchangeMedicare 1144External Data Exchange / MedicareBatch exchange that provides approved State agencies lists of people on SSA rolls who may be eligible for specified Medicare/Medicaid cost-sharing or subsidy assistance under Section 1144 outreach.observed_current2026-10-045POMS expressly calls Medicare 1144 a batch system. Exact transport, file format, receiving State platform, and internal SSA staging components are not publicly established.EX_MEF_SSR_MATCHexchange_productMaster Earnings File / Supplemental Security Record MatchMEF/SSR MatchExternal/Internal MatchSemiannual match identifying discrepant earnings and self-employment income for SSI-eligible persons.observed_current2026-10-035EX_MNUP_CMS_NONUTILexchange_productCMS–SSA Medicare Non-Utilization Data ExchangeMNUP CMS ExchangeExternal Exchange / Program IntegrityData exchange in which CMS identifies Medicare enrollees with no Part A or Part B use for three or more years for SSA MNUP selection and review.observed_current_policy2026-10-075Public policy establishes direction and purpose but not file/API format, transport, cadence, or staging persistence.EX_MSP_STATE_REFERRALexchange_productExtra Help to Medicare Savings Program State ReferralMSP State ReferralExternal Data Exchange / MedicareSSA transmission of Extra Help application decision data to the appropriate State Medicaid agency to begin the MSP process.observed_current2026-10-035EX_NUMIDENT_DNP_VERIFYexchange_productNumident Verification Through Do Not PayNumident-DNP VerificationIdentity / External Verification / Payment IntegrityTreasury-designated use of SSA Numident through the Do Not Pay Working System to verify name, SSN, and date of birth for eligible health or income-maintenance program payments and awards.final_designation_effective_product_availability_varies2026-10-065Final designation effective April 10, 2026. September 2026 Treasury catalog lists Payment Verification availability for select programs, Do Not Pay Connect coming soon for select programs, and state usage coming soon through PARIS.EX_OCSE_NDNH_1074exchange_productOCSE NDNH Online Query / CMA 1074CMA 1074 Online QueryExternal Data Exchange / EarningsActive OCSE-SSA matching arrangement supporting online NDNH query access for authorized SSA uses including disability and Ticket-to-Work administration.observed_current2026-10-035SSA current computer-matching list shows CMA 1074 active; operational query behavior is documented in POMS.EX_OCSE_NDNH_1098exchange_productTitle II NDNH Quarterly MatchCMA 1098External Data Exchange / Title II DisabilityActive OCSE-SSA computer match using NDNH quarterly wage/unemployment information for Title II Disability Insurance eligibility, continuing entitlement, payment accuracy and overpayment prevention.observed_current2026-10-035SSA current computer-matching list shows CMA 1098 active.EX_OCSE_PENDINGexchange_productOCSE Pending File MatchOCSE PendingTitle II / External Data ExchangeDaily match between SSA's MCS Title II pending file and OCSE's Federal Case Registry, releasing matched Title II information to OCSE.observed_active2026-09-295Data.gov identifier US-GOV-SSA-678.EX_OCSE_SSI_WAGE_ALERTexchange_productOCSE State Wage AlertsOCSE Wage AlertExternal Data ExchangeQuarterly match identifying unreported wage/unemployment data for SSI overpayment detection.observed_current2026-10-035EX_OIG_NIBRSexchange_productSSA OIG Automated NIBRS SubmissionNIBRSExternal Data Exchange / Law EnforcementAutomated process that pulls qualifying data from OIG's Investigative Case Management System and submits it to the FBI under NIBRS protocols.observed_current2026-06-105SSA OIG states automated submissions began in FY2026.EX_OPM_EARNINGSexchange_productOffice of Personnel Management Earnings ExchangeOPM EarningsExternal Data ExchangeAnnual OPM-to-SSA earnings file matched against MEF and EIF, with SSA data used by OPM for continued-benefit eligibility.observed_current2026-09-225EX_PIEexchange_productPayroll Information ExchangePIEExternal Data ExchangeAutomated exchange through which SSA requests and receives wage and employment information from payroll data providers.observed_current2026-10-045SSA reported in February 2026 that PIE reached full-scale monthly exchanges in September 2025.EX_QQexchange_productQualifying QuartersQQExternal Data ExchangeExchange showing quarters-of-coverage information and railroad service months.observed_active2026-10-025EX_SASROexchange_productSSA Access to State Records OnlineSASROExternal Data Exchange / State RecordsSingle-query online access by SSA employees to state records used for SSN assignment and Title II/Title XVI eligibility and payment verification.observed_current2026-10-035Current state agreement model and 2025 POMS corroborate operation.EX_SCHIPIexchange_productState Children's Health Insurance Program - InternetSCHIP-IExternal Data ExchangeWeb application for real-time citizenship verification by state agencies.observed_current2026-09-295Current Data.gov inventory US-GOV-SSA-603 documents SCHIP routing through SVES and EVS/Numident citizenship verification.EX_SDXexchange_productState Data ExchangeSDXExternal Data ExchangeBatch exchange providing Title XVI data to states administering income/health maintenance programs.observed_active2026-10-025EX_SOLQexchange_productState Online Query / State Online Query-InternetSOLQ/SOLQ-IExternal Data ExchangeReal-time state access to SSN verification and Title II/Title XVI information.observed_current2026-10-055Current Data.gov inventory US-GOV-SSA-671 describes SOLQ as real-time state access to SSN verification and Title II/Title XVI data.EX_SSA_VA_PAYEE_MISUSEexchange_productSSA / VA Representative Payee-Fiduciary Misuse ExchangeExternal Data ExchangeCase-driven two-way information exchange when the same person serves as an SSA representative payee and VA fiduciary and misuse or improper use is investigated or found.documented_operational2025-05-144POMS remains current online with a 2025 batch run; communication is case-driven rather than a documented automated interface.EX_SSI_IRS_1099exchange_productSSI / IRS 1099 ExchangeSSI/IRS 1099External Data ExchangeSSA sends a Title XVI finder file to IRS; IRS returns 1099 data used to verify SSI eligibility and payment amount.observed_current2026-10-035EX_SSOLVexchange_productSocial Security Online VerificationSSOLVExternal Data ExchangeReal-time SSN verification service for state motor-vehicle agencies routed through AAMVA/AAMVAnet.documented_operational2026-10-034Operational POMS is from 2020; back-end metadata is 2016.EX_STATE_ABLE_MONTHLYexchange_productState ABLE Program Monthly Data ExchangeABLE Monthly ExchangeTitle XVI / Resources / External Data ExchangeMonthly inbound State ABLE-program reporting used by SSA to identify new ABLE accounts and update qualifying account information in the SSI Claims System.observed_current2026-10-065Current POMS establishes monthly cadence and system behavior but not file format, transport protocol, or State-by-State implementation details.EX_STATE_BUYINexchange_productState Medicare Buy-In Automated ExchangeState Buy-In ExchangeExternal Data Exchange / MedicareDaily automated data exchanges among States, SSA, and CMS supporting the Medicare State buy-in program.observed_current2026-07-155POMS documents the automated exchange but does not publish protocol, file layout, or middleware.EX_SVESexchange_productState Verification & Exchange SystemSVESExternal Data ExchangeBatch query system for SSN verification and Title II/Title XVI data; can request information from other exchange systems.observed_current2026-10-075Current SSA Data Exchange pages continue to list SVES as a batch exchange. The July 2023 manual documents native verification against Numident/MBR/SSR and non-native routing to other exchanges.EX_T16_OPMexchange_productTitle 16 / Office of Personnel Management InterfaceT16/OPMExternal Data ExchangeMonthly OPM Civil Service benefit/payment exchange used to verify SSI/SVB eligibility factors.observed_current2026-10-035EX_TDEXexchange_productTotalization Data ExchangeTDEXExternal Data Exchange / InternationalExchange with foreign totalization partners used to identify deaths of U.S. beneficiaries residing abroad.current_function_corroborated2026-10-034Detailed TDEX metadata is from 2017; current GSO independently confirms foreign death data exchange for totalization partner countries.EX_TREASURY_OACT_MONTHLY_TRUST_DATAexchange_productTreasury Monthly Trust Fund Financial and Investment DataTreasury Trust Fund Monthly DataActuarial; Trust Funds; External ExchangeMonthly data flow from the Department of the Treasury to SSA covering Social Security trust-fund financial operations and investment data.observed_current2026-10-065OACT explicitly states Treasury manages the funds and provides SSA monthly data; transport and staging implementation are not publicly identified.EX_UIQexchange_productUnemployment Insurance QueryUIQExternal Data ExchangeReal-time access for state UI agencies to SSN verification and Title II payment data via DOL ICON Hub.observed_current2026-09-295Current Data.gov inventory US-GOV-SSA-672, last updated September 29, 2026, describes real-time State UI access to SSN verification and Title II payment data through the DOL ICON Hub.EX_US_ROMANIA_TOTALIZATIONexchange_productU.S.-Romania Totalization Claims and Liaison ExchangeExternal Data Exchange / InternationalTwo-way administrative exchange supporting U.S.-Romania Totalization claims, coverage information, evidence and liaison requests.observed_current2026-10-045The public evidence validates business artifacts and partner roles but not the network protocol, gateway or transport mechanism.EX_VA_CMA1008exchange_productVA Compensation and Pension Payment MatchCMA 1008External Data Exchange / VAMonthly encrypted batch match of VA compensation and pension payment data for SSI/SVB payment accuracy and Medicare outreach/Extra Help.observed_current2026-05-115Active for 18 months from May 11, 2026 unless renewed/terminated.EX_VA_VAPTexchange_productVA 100 Percent Permanent and Total Disability Rating ExchangeVA VAPT ExchangeExternal Exchanges / Disability / IdentityWeekly automated exchange through which VA provides SSA information on veterans with 100 percent permanent and total disability compensation ratings.observed_current2026-10-075SSA verifies SSN and other supplied identity attributes against Numident before storing verified SSNs in PERSON/ICDB.FAC_MATPSCfacilityMid-Atlantic Program Service CenterMATPSCPayments / Remittance ProcessingSSA national remittance processing site for field-office and debtor programmatic debt payments that require physical forwarding and deposit processing.observed_current2026-10-045Current March 2026 POMS identifies MATPSC as the national remittance processing site.FAC_NCCfacilityNational Computer CenterNCCInfrastructure / Legacy Data CenterLegacy SSA data center in Woodlawn, Maryland, that the National Support Center was built to replace. A September 2026 SSA OIG EAB report also uses the term 'National Computer Center' as the SSA destination for state birth-information transmissions through secure electronic interfaces.observed_current_reference2026-10-044OIG documented migration from NCC to NSC in 2016; this run does not assign a precise retirement date. 2026 OIG current-reference terminology creates a naming/physical-facility ambiguity because earlier OIG evidence said the National Support Center was built to replace the aging NCC. This update records the current reference without asserting that the legacy physical facility remains the hosting site.FAC_NSCfacilityNational Support CenterNSCInfrastructure / Data CenterSSA data center in Urbana, Maryland, opened as a modern replacement facility for legacy data-center capacity.observed_current_occupancy2025-09-305FY2025 financial statements explicitly record benefits from SSA occupancy of NSC.FAC_SSCfacilitySecond Support CenterSSCInfrastructure / Data CenterSSA second support/data-center facility in North Carolina, historically documented as providing data-computing redundancy.observed_current2026-10-035SSA current operational-status page says SSC is operating normally. The redundancy role is documented historically and is not assumed unchanged without caveat.FEATURE_IAPPEALS_ATTACHMENT_UTILITYworkflow_featureiAppeals Attachment UtilityAttachment UtilityDisability / Evidence / Digital IntakeiAppeals feature that allows Internet users to attach evidence files to an appeal submission; current EDCS policy describes intake and retention handling.observed_current_workflow_feature2025-12-025Source says up to 10 documents can be submitted through the attachment utility.FLAG_EDCS_VAPT38case_flagEDCS Flag 38 Disabled Veteran Rated 100% Permanent and TotalFlag 38Disability / Electronic FolderEDCS VAPT case flag attached to matched pending/initiated cases and automatically attached during case creation when SSN exists in the PERSON VAPT segment.observed_current_policy2026-10-075May also be manually established when claimant provides proof and no system alert exists.FMT_EFW2data_formatSpecifications for Filing Forms W-2 ElectronicallyEFW2Earnings / EmployerSSA electronic wage-file format for original W-2 submissions.observed_current2026-10-035FMT_EFW2Cdata_formatSpecifications for Filing Forms W-2c ElectronicallyEFW2CEarnings / EmployerSSA electronic wage-file format for corrected W-2c submissions.observed_current2026-10-035FMT_SSNVS_FIXED130data_formatSSNVS 130-Character Fixed-Width Submission FileSSNVS Fixed 130Identity Verification / Employer ExchangeCurrent fixed-width batch input format used to submit up to 250,000 name/SSN records through SSNVS.observed_current2026-10-055SSA requires one 130-character record per request; the file format contains positional fields and a user-control field returned in output.FORM_E3759formRequest to Financial Institution for Correct Beneficiary AddressE3759Title II / Address DevelopmentSSA notice/form sent to the beneficiary's financial institution to request a current mailing address when SSA cannot locate the beneficiary.observed_current_poms2026-10-055POMS document identifier E3759. A DPS Locate Letter or similar letter may be used instead in the documented workflow.FORM_FMS3858data_artifactClaims DocumentFMS-3858Payments / Treasury / NonreceiptClaims Document included in the Treasury check claims package.observed_current2026-10-045No independent SSA application is inferred.FORM_FS1133data_artifactClaim Against the United States for the Proceeds of a Government CheckFS-1133Payments / Treasury / NonreceiptTreasury claim form completed when a claimant disputes endorsement or receipt of a government check.observed_current2026-10-045Current SSA POMS also uses the legacy label FMS-1133.FORM_G845formDHS Form G-845 Request for Document VerificationG-845Identity / Immigration VerificationManual DHS verification request used when online SAVE cannot be used to verify an alleged lawful-presence status or specified discrepancies/suspect documents require manual verification.observed_current_policy2026-09-175Current POMS directs a copy of the G-845 and supporting DHS document into the claim folder and establishes follow-up controls.FORM_G845_SUPPLEMENTformSupplement to Form G-845G-845 SupplementIdentity / Immigration VerificationSupplement used with Form G-845 for specified qualified-alien and other lawful-presence verification situations.observed_current_policy2026-09-175Use is conditional; no separate SSA backend is inferred.FORM_HA4608formHA-4608 Waiver of Your Right to Personal Appearance Before an Administrative Law JudgeHA-4608Hearings / Appeals / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_HA4631formHA-4631 Claimant's Recent Medical TreatmentHA-4631Hearings / Appeals / EvidenceCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_HA4632formHA-4632 Claimant's MedicationsHA-4632Hearings / Appeals / EvidenceCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_HA4633formHA-4633 Claimant's Work BackgroundHA-4633Hearings / Appeals / EvidenceCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_HA510formHA-510 Waiver of Timely Written Notice of HearingHA-510Hearings / Appeals / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_HA539formHA-539 Notice Regarding Substitution of Party Upon Death of ClaimantHA-539Hearings / Appeals / FormsHearings form used when a party may substitute for a deceased claimant in an administrative proceeding.observed_current_digital_form2026-10-065Current electronic submission; included in the July 25, 2026 conversational-form release.FORM_HA85formHA-85 Request to Withdraw a Hearing RequestHA-85Hearings / Appeals / FormsForm used by a claimant or representative to request withdrawal of a pending hearing request before the hearing decision is mailed.observed_current_digital_form2026-10-065Current online submission; included in the July 25, 2026 Upload Documents conversational-form release.FORM_HA86formHA-86 Request to Withdraw an Appeals Council Request for ReviewHA-86Hearings / Appeals / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_I501workflow_featureInternet Request for Hearing by Administrative Law Judgei501Appeals / Digital FormsInternet appeal form presented within iAppeals for a request for hearing by an Administrative Law Judge.observed_current2026-10-045Modeled as an iAppeals component, not a standalone backend application.FORM_I520workflow_featureInternet Request for Appeals Council Reviewi520Appeals / Digital FormsInternet iAppeals form equivalent to HA-520 for requesting Appeals Council review of a hearing decision or order.observed_current2026-10-045Available within iAppeals since June 16, 2018; modeled as a component rather than a standalone backend application.FORM_I561workflow_featureInternet Request for Reconsiderationi561Appeals / Digital FormsInternet appeal form presented within iAppeals for a request for reconsideration.observed_current2026-10-045Modeled as an iAppeals component, not a standalone backend application.FORM_IRS4029formIRS Form 4029 Application for Exemption From Social Security and Medicare Taxes and Waiver of BenefitsForm 4029earnings and enumerationIRS form processed by SSA Religious Exemption Unit procedures for qualifying religious exemptions.observed_current_policy2026-10-065Current POMS RM 04906.001.FORM_IRS4361formIRS Form 4361 Application for Exemption From Self-Employment Tax for Use by Ministers, Members of Religious Orders and Christian Science PractitionersForm 4361earnings and enumerationIRS religious-exemption form documented as retained in SSA General Information Retrieval repository.observed_current_policy_reference2026-10-064Current POMS RM 04906.001 identifies GIR as housing historical and new Forms 4029 and 4361 received from IRS.FORM_IRS4506external_formIRS Form 4506 Request for Copy of Tax ReturnForm 4506Earnings / IRS / External EvidenceIRS form a number holder may use to request a copy of tax information and arrange for it to be submitted to SSA when information is not available through the standard SSA IRS request route.observed_current_policy_reference2026-10-075External IRS form referenced by current SSA POMS.FORM_IRS4506Texternal_formIRS Form 4506-T Request for Transcript of Tax ReturnForm 4506-TEarnings / IRS / External EvidenceIRS transcript-request form a number holder may use to obtain tax information and have it submitted to SSA.observed_current_policy_reference2026-10-075External IRS form referenced by current SSA POMS.FORM_IRS_3857formIRS Form 3857Form 3857Identity / Earnings / IRSIRS form formally requesting SSA assistance locating and identifying a taxpayer SSN; also serves as an alert of a possible scrambled-earnings problem.observed_current2025-06-135FORM_R105_ECBSV_EINCONSENTconsent_formeCBSV Permitted Entity EIN Verification ConsentExternal Exchanges & IdentityPermitted entity corporate authority executes an EIN consent allowing SSA to verify the business employer identification number with IRS during eCBSV eligibility.documented_current_policy2026-10-075Legal consent for business EIN verification, not individual taxpayer address data.FORM_R105_SSA2506formSSA-2506-BK Quality Review Assumption-of-Jurisdiction FormDisability & Quality ReviewSSA identifies SSA-2506-BK for a reviewing psychological consultant where Disability Quality Review assumes jurisdiction.documented_current_policy2026-10-075FORM_R105_SSA3023formSSA-3023-F3 Medical Consultant Psychiatric Review FormDisability & Quality ReviewPsychological consultants may use SSA-3023-F3 to express review of psychiatric review technique findings when requirements are satisfied.documented_current_policy2026-10-075FORM_R105_SSA392formSSA-392 Medical Consultant Physical RFC ReviewDisability & Quality ReviewSSA-392 expresses medical consultant agreement or disagreement with the adjudicating component physical residual-functional-capacity assessment.documented_current_policy2026-10-075FORM_R105_SSA392_SUPformSSA-392-SUP Medical Consultant Mental RFC ReviewDisability & Quality ReviewSSA-392-SUP expresses psychiatric medical-review findings about mental residual-functional-capacity assessment.documented_current_policy2026-10-075FORM_R105_SSA416formSSA-416 Case AnalysisDisability & Quality ReviewConsultants and qualifying federal quality reviewers use SSA-416 for case analysis and medical documentation deficiencies under specified policy conditions.documented_current_policy2026-10-075FORM_R194_SAMOA_1199formSSA-1199-OP30 Samoa International Direct Deposit Signup FormTitle II PaymentsSSA identifies the Samoa country-specific IDD sign-up form among accepted input channels.documented2026-07-225FORM_R194_SM_1199formSSA-1199-OP38 San Marino International Direct Deposit Signup FormTitle II PaymentsDocumented country-specific beneficiary IDD signup form for San Marino.documented2024-01-165FORM_R96_HA501U5formHA-501-U5 Request for Hearing by Administrative Law JudgeHA-501-U5Hearings & Appeals / FormsCurrent SSA form listed in the agency forms catalog: Request for Hearing by Administrative Law Judge.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_HA520formHA-520 Request for Review of Hearing Decision/OrderHA-520Hearings & Appeals / FormsCurrent SSA form listed in the agency forms catalog: Request for Review of Hearing Decision/Order.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_HAL90formHA-L90 Request To Show Cause For Failure To AppearHA-L90Hearings & Appeals / FormsCurrent SSA form listed in the agency forms catalog: Request To Show Cause For Failure To Appear.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1223formSSA-1223 Seizure Witness QuestionnaireSSA-1223Program Integrity / FormsCurrent SSA form listed in the agency forms catalog: Seizure Witness Questionnaire.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA131formSSA-131 Employer Report of Special Wage PaymentsSSA-131Earnings / Employer Reporting / FormsCurrent SSA form listed in the agency forms catalog: Employer Report of Special Wage Payments.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1372BKformSSA-1372-BK Advanced Notice of Termination of Child's BenefitsSSA-1372-BKTitle II / Student Benefits / FormsCurrent SSA form listed in the agency forms catalog: Advanced Notice of Termination of Child's Benefits.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1372BKFCformSSA-1372-BK-FC Advanced Notice of Termination of Child's Benefits (Foreign Claims)SSA-1372-BK-FCInternational / Title II / FormsCurrent SSA form listed in the agency forms catalog: Advanced Notice of Termination of Child's Benefits (Foreign Claims).observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1383formSSA-1383 Student Reporting FormSSA-1383Title II / Student Benefits / FormsCurrent SSA form listed in the agency forms catalog: Student Reporting Form.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1383FCformSSA-1383-FC Reporting to Social Security Administration by Student Outside the United StatesSSA-1383-FCInternational / Title II / FormsCurrent SSA form listed in the agency forms catalog: Reporting to Social Security Administration by Student Outside the United States.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1391formSSA-1391 Employment Network Payment Request FormSSA-1391Ticket to Work / Provider Payments / FormsCurrent SSA form listed in the agency forms catalog: Employment Network Payment Request Form.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1458formSSA-1458 Certification By Religious GroupSSA-1458Coverage / Religious Exemption / FormsCurrent SSA form listed in the agency forms catalog: Certification By Religious Group.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1560formSSA-1560 Petition For Authorization To Charge And Collect A Fee For Services Before The Social Security AdministrationSSA-1560Representation / Fees / FormsCurrent SSA form listed in the agency forms catalog: Petition For Authorization To Charge And Collect A Fee For Services Before The Social Security Administration.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1691formSSA-1691 Eligible Non-Attorney Representative ApplicationSSA-1691Representation / Registration / FormsCurrent SSA form listed in the agency forms catalog: Eligible Non-Attorney Representative Application.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1694formSSA-1694 Request for Business Entity Taxpayer InformationSSA-1694Representation / Business Entity / FormsCurrent SSA form listed in the agency forms catalog: Request for Business Entity Taxpayer Information.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1696SUP1formSSA-1696-SUP1 Claimant's Revocation of the Appointment of a RepresentativeSSA-1696-SUP1Representation / FormsCurrent SSA form listed in the agency forms catalog: Claimant's Revocation of the Appointment of a Representative.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1696SUP2formSSA-1696-SUP2 Representative's Withdrawal of Acceptance of AppointmentSSA-1696-SUP2Representation / FormsCurrent SSA form listed in the agency forms catalog: Representative's Withdrawal of Acceptance of Appointment.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1699formSSA-1699 Registration for Appointed Representative Services and Direct PaymentSSA-1699Representation / Registration / FormsCurrent SSA form listed in the agency forms catalog: Registration for Appointed Representative Services and Direct Payment.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA186formSSA-186 Temporary Institutionalization Statement to Maintain Household and Physician CertificationSSA-186Title XVI / Eligibility / FormsCurrent SSA form listed in the agency forms catalog: Temporary Institutionalization Statement to Maintain Household and Physician Certification.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA1945formSSA-1945 Statement Concerning Your Employment in a Job Not Covered by Social SecuritySSA-1945Earnings / Coverage / FormsCurrent SSA form listed in the agency forms catalog: Statement Concerning Your Employment in a Job Not Covered by Social Security.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA199formSSA-199 Vocational Rehabilitation Provider ClaimSSA-199Disability / Work Incentives / FormsCurrent SSA form listed in the agency forms catalog: Vocational Rehabilitation Provider Claim.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA21formSSA-21 Supplement to Claim of Person Outside the United StatesSSA-21International / Title II / FormsCurrent SSA form listed in the agency forms catalog: Supplement to Claim of Person Outside the United States.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA455OCRSMformSSA-455-OCR-SM Disability Update Report (Online Version)SSA-455-OCR-SMDisability / CDR / FormsCurrent SSA form listed in the agency forms catalog: Disability Update Report (Online Version).observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA4BKformSSA-4-BK Application for Child's Insurance BenefitsSSA-4-BKTitle II / Claims / FormsCurrent SSA form listed in the agency forms catalog: Application for Child's Insurance Benefits.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA5BKformSSA-5-BK Application For Mother's Or Father's Insurance BenefitsSSA-5-BKTitle II / Claims / FormsCurrent SSA form listed in the agency forms catalog: Application For Mother's Or Father's Insurance Benefits.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA723formSSA-723 Statement Regarding the Inferred Death of an Individual by Reason of Continued and Unexplained AbsenceSSA-723Death / Evidence / FormsCurrent SSA form listed in the agency forms catalog: Statement Regarding the Inferred Death of an Individual by Reason of Continued and Unexplained Absence.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA731formSSA-731 Notice to Electronic Information Exchange Partners to Provide Contractor ListSSA-731Data Exchange / Security / FormsCurrent SSA form listed in the agency forms catalog: Notice to Electronic Information Exchange Partners to Provide Contractor List.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA770U4formSSA-770-U4 Notice Regarding Substitution of Party Upon Death of Claimant Reconsideration of Disability CessationSSA-770-U4Disability / Reconsideration / FormsCurrent SSA form listed in the agency forms catalog: Notice Regarding Substitution of Party Upon Death of Claimant Reconsideration of Disability Cessation.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA7F6formSSA-7-F6 Application for Parent's Insurance BenefitsSSA-7-F6Title II / Claims / FormsCurrent SSA form listed in the agency forms catalog: Application for Parent's Insurance Benefits.observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_R96_SSA88formSSA-88 Pre-Approval Form for Consent Based Social Security Number Verification (CBSV)SSA-88Identity Verification / FormsCurrent SSA form listed in the agency forms catalog: Pre-Approval Form for Consent Based Social Security Number Verification (CBSV).observed_current_forms_catalog2026-10-075Electronic-submission relationship added only where the current forms catalog explicitly provides Submit Online.FORM_SF270formSF-270 Request for Advance or ReimbursementSF-270Grants / PaymentsFederal form SSA grant recipients may email to the appropriate Financial Management Analyst for an advance or reimbursement while electronic payment setup is pending.observed_current2026-10-075SSA OAG identifies SF-270 as an interim payment-request route; ASAP remains the required electronic payment system for award recipients.FORM_SF3881formSF 3881 ACH Vendor/Miscellaneous Payment Enrollment FormSF 3881Payments / Representative TravelFederal ACH enrollment form SSA accepts to establish electronic payment information for representative travel reimbursements.observed_current_ssa_guidance2026-10-075FORM_SF425formSF-425 Federal Financial ReportSF-425Grants / Financial ReportingFederal Financial Report form used by SSA grant recipients to report award financial information, including recipient cost share.observed_current2026-10-075SSA OAG provides the form, instructions, and reporting guidance; no SSA-specific backing system is inferred.FORM_SS5formForm SS-5 — Application for a Social Security CardSS-5Identity / EnumerationSSA form/application used to request an original, replacement, or corrected Social Security card and to support changes to the electronic SSN record.observed_current2026-10-065Most SSN-card application processing is electronic through SSNAP; paper SS-5 remains used for mail and specified manual-processing situations.FORM_SSA10formSSA-10 Application for Widow's or Widower's Insurance BenefitsSSA-10Title II / Survivors / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA1021formSSA-1021 Appeal of Determination for Extra Help with Medicare Prescription Drug Plan CostsSSA-1021Medicare / Extra Help / AppealsForm used to request an appeal of an SSA determination about Medicare Part D Extra Help.observed_current_digital_form2026-10-065Current POMS says this form or MAPS Appeal Application screens can establish the appeal.FORM_SSA1128formSSA-1128 Representative InvolvedSSA-1128Representation / Paper ClaimsPaper-folder flag used to identify representative involvement and record specified fee/representation indicators on paper claims.observed_current_policy2026-10-075Current POMS directs staff to affix SSA-1128 to the paper claim folder.FORM_SSA1199_FAMILYform_familySSA-1199 International Direct Deposit Sign-Up FormsSSA-1199Benefit Payments / InternationalCountry-specific form family used by Title II beneficiaries residing outside the United States to enroll in International Direct Deposit through a foreign financial institution.observed_current2026-10-075Model as a form family rather than creating scores of country-specific entities.FORM_SSA11BKformSSA-11-BK Request to be Selected As PayeeSSA-11-BKRepresentative Payee / FormsPaper representative-payee application used when the application cannot be processed through eRPS, including specified applicants who lack an SSN and cannot be assigned one.observed_current_exception_form2026-10-065Current POMS treats faxed, mailed, or dropped-off copies as leads requiring interview follow-up.FORM_SSA120formForm SSA-120 Application for Access to SSA SystemsSSA-120External Data Exchange / AccessIndividual-access form used to designate each employee who will access SSA systems through Direct Terminal Access.observed_current_policy2026-10-055Submitted to the Office of Information Security under current DTA policy.FORM_SSA1222formSSA-1222 Seizure QuestionnaireSSA-1222forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA1224formSSA-1224 Headache QuestionnaireSSA-1224forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA1235formSSA-1235 Agreement Covering Reimbursable ServicesSSA-1235data exchange governanceAgreement used when SSA provides reimbursable death-information services under the full death-file data-exchange request process.observed_active2026-10-065Current SSA death-information request guidance.FORM_SSA1372data_artifactForm SSA-1372 - Advance Notice of Termination of Child's BenefitsSSA-1372Title II / Student Benefits / EvidenceStudent-benefit form used to verify full-time elementary or secondary school attendance and support continued Title II child benefits after age 18.observed_current2026-10-045Current SSA Forms catalog lists SSA-1372-BK as PDF-only; the current catalog does not expose a Submit Online control for this form.FORM_SSA1395_BKformSSA-1395-BK Receipt and Transmittal FormSSA-1395-BKPayments / Debt / RemittancesManual receipt and transmittal form used only when the Debt Management System is non-functional or unavailable during field-office remittance processing.observed_current_fallback_form2026-10-075Current March 2026 POMS explicitly limits use to DMS non-functionality/unavailability.FORM_SSA150formSSA-150 Modified Benefits Formula QuestionnaireSSA-150Title II / Benefit Computation / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA157formForm SSA-157 Data Exchange Request FormSSA-157 / DXRFExternal Data Exchange / AccessRequest form an external agency submits to initiate SSA Direct Terminal Access consideration.observed_current_policy2026-10-055Current DTA policy names the form Data Exchange Request Form (DXRF), Request for Information from SSA.FORM_SSA1719BformSSA-1719B SSI Post-Eligibility Data InputSSA-1719BTitle XVI / Post-Eligibility / AddressSSI post-eligibility data-input form that current COA policy permits for entering new mailing/residence information and living-arrangement codes when MSSICS is not used.observed_current_policy_reference2026-08-075Base POMS text is older, but current transmittal/batch continues to reference this input route.FORM_SSA1724F4formSSA-1724-F4 Claim for Amounts Due in the Case of a Deceased BeneficiarySSA-1724-F4forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA1774formSSA-1774-U5 Request for Corrective ActionSSA-1774-U5Disability / Quality ReviewCorrective-action request completed by Disability Quality Review to return Group I, Group II, and specified technical deficiencies to the adjudicating component.observed_current_policy_reference2026-10-055Current 2026 POMS states DQR case-processing data electronically propagates most form sections before reviewer completion.FORM_SSA222formForm SSA-222 Security Awareness Contractor Personnel Security CertificationSSA-222External Data Exchange / AccessSecurity-certification form required when a designated DTA user is a requesting agency contractor.observed_current_policy2026-10-055Current DTA policy identifies it as an additional contractor-user prerequisite.FORM_SSA2490formSSA-2490 Application For Benefits Under a U.S. International Social Security AgreementSSA-2490Forms / International / TotalizationCurrent application for benefits under a U.S. international Social Security agreement; current Forms catalog provides Submit Online through Upload Documents.observed_current_digital_form2026-10-075Submit Online resolves to Upload Documents target=2490. No form-specific backend inferred.FORM_SSA25formSSA-25 Certification of Election for Reduced Spouse's BenefitsSSA-25Title II / Spouse Benefits / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA263formSSA-263 Waiver of Supplemental Security Income Payment ContinuationSSA-263Title XVI / Appeals / FormsForm used to waive continued SSI payments during applicable appeal or cessation processing.observed_current_digital_form2026-10-065Current electronic submission; included in the July 25, 2026 conversational-form release.FORM_SSA2708formSSA-2708 Come-In/Call-In LetterSSA-2708Program Integrity / Death / DevelopmentCome-in/call-in letter sent when SSA cannot initially verify an alleged death through contact with the alleged decedent or a qualifying first-party reporter.observed_current_policy2026-10-075Current September 2026 DATS policy.FORM_SSA2855formSSA-2855 Statement of Funds you ReceivedSSA-2855forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA2935formSSA-2935 Authorization to the Social Security Administration to Obtain Personal InformationSSA-2935Forms / Consent / Digital SubmissionAuthorization form available for electronic completion or PDF upload and subject to additional identity verification for electronic submission.observed_current_digital_form2026-10-065Current SSA Forms page lists electronic submission and additional identity verification.FORM_SSA3formSSA-3 Marriage CertificationSSA-3Title II / Family / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA308formSSA-308 Modified Benefits Formula Questionnaire, Foreign PensionSSA-308Title II / Forms / Foreign PensionCurrent SSA form for modified-benefit-formula foreign-pension information, listed with an online submission route.observed_current_form2026-10-065Current Forms catalog; backend processing path beyond online submission is not inferred.FORM_SSA3105formSSA-3105 Important Information About Your Appeal, Waiver Rights, and Repayment OptionsSSA-3105Title II / Debt & Overpayments / FormsForm allowing an overpaid person to request reconsideration, waiver, an explanation, withholding changes, or repayment options.historical_form_artifact_current_use_unconfirmed2026-10-064Historical SSA form used for reconsideration, waiver, explanation and repayment choices. Current SSA forms index does not list SSA-3105 and the prior direct PDF URL returned 404 on 2026-10-06; do not treat as a current required form without later validation.FORM_SSA3288OP1formSSA-3288-OP1 Consent for Disclosure of Records Protected Under the Privacy ActSSA-3288-OP1Forms / Privacy / Digital IntakeSSA consent form currently listed with a Complete Online Form submission route.observed_current_digital_form2026-10-065Current Forms catalog establishes online submission availability. No form-specific backend beyond the existing Upload Documents experience is inferred.FORM_SSA3369BKformSSA-3369-BK Work History ReportSSA-3369-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3371BKformSSA-3371-BK Pain Report - ChildSSA-3371-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3373BKformSSA-3373-BK Function Report - AdultSSA-3373-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3375BKformSSA-3375-BK Function Report - Child Birth to 1st BirthdaySSA-3375-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3376BKformSSA-3376-BK Function Report - Child Age 1 to 3rd BirthdaySSA-3376-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3377BKformSSA-3377-BK Function Report - Child Age 3 to 6th BirthdaySSA-3377-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3378BKformSSA-3378-BK Function Report - Child Age 6 to 12th BirthdaySSA-3378-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3379BKformSSA-3379-BK Function Report - Child Age 12 to 18th BirthdaySSA-3379-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA3380BKformSSA-3380-BK Function Report - Adult - Third Party FormSSA-3380-BKforms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA371formSSA-371 Request for Reinstatement - Title IISSA-371Title II / Disability / ReinstatementForm used to request reinstatement under Title II.observed_current_digital_form2026-10-065Current electronic submission; included in the July 25, 2026 conversational-form release.FORM_SSA372formSSA-372 Request For Reinstatement - Title XVISSA-372Title XVI / Disability / ReinstatementCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA377formSSA-377 Verification Request for Department of State RecordsSSA-377Identity / Enumeration / Evidence VerificationForm used to ask the Department of State to verify U.S. passports, passport cards, FS-240, FS-545, or DS-1350 records.observed_current_policy_reference2026-10-065Available through SSA inForm according to current POMS; internal inForm implementation is not separately mapped in this run.FORM_SSA3885formSSA-3885 Government Pension QuestionnaireSSA-3885Title II / Forms / Government PensionCurrent SSA government-pension questionnaire listed with an online submission route.observed_current_form2026-10-065Current Forms catalog; backend processing path beyond online submission is not inferred.FORM_SSA408formSSA-408 Route SlipSSA-408Disability / Paper Folder RoutingPaper routing form used by Disability Determination Services to route paper disability folders and identify the next destination or required action.observed_current_policy_reference2026-10-065Electronic cases follow separate electronic routing instructions; SSA-408 remains a paper-case routing artifact.FORM_SSA4111formSSA-4111 Certification of Election for Reduced Widow(er)'s and Surviving Divorced Spouse's BenefitsSSA-4111forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA414_U3formSSA-414-U3 Fee Transmittal RegisterSSA-414-U3Payments / Remittances / FeesManual fee transmittal register required for standard-fee remittances in the current field-office remittance process.observed_current_policy_reference2026-10-075Current POMS distinguishes this manual standard-fee register from DMS-generated FORT/CCFORT/FODRL reports.FORM_SSA4178formSSA-4178 Marital Relationship QuestionnaireSSA-4178Eligibility / RelationshipsStatic webform added to customer-initiated Upload Documents in the March 2025 release.observed_current_digital_form2026-10-065FORM_SSA429formSSA-429 Interagency Agreement Data SheetSSA-429Data Exchange / Governance / InteragencyInteragency Agreement Data Sheet identified by SSA as a required component of an IAA package.observed_current_glossary2026-10-075Form identified by SSA Data Exchange glossary.FORM_SSA4346U2formSSA-4346-U2 SSI Offset SummarySSA-4346-U2Title XVI / Windfall Offset / ComputationsManual SSI Offset Summary used when SSI eComputations is unavailable or cannot complete a windfall-offset computation.observed_current_policy_reference2026-10-075POMS states this form is the manual equivalent of specified eComputations windfall-result tabs.FORM_SSA437BKformSSA-437-BK Complaint Form for Allegations of Discrimination in Programs or Activities Conducted by the Social Security AdministrationSSA-437-BKCivil Rights / FormsSSA complaint form for allegations of discrimination in SSA-conducted programs or activities; current Forms catalog provides electronic submission.observed_current_electronic_form2026-10-065Current Submit Online link routes to the shared Upload Documents path with target 437.FORM_SSA44formSSA-44 Medicare Income-Related Monthly Adjustment Amount - Life-Changing EventSSA-44Medicare / IRMAA / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA4513formSSA-4513 State Agency Report of Obligations for SSA Disability ProgramsSSA-4513Disability / DDS / Financial ManagementState DDS financial-management report of obligations identified in current SSA policy.observed_current_policy_reference2026-10-075Distributed electronically by SDRM; internal form-processing backend not identified.FORM_SSA4513_ADDformSSA-4513 Addendum State Agency Report of Obligations for SSA Disability ProgramsSSA-4513 AddendumDisability / DDS / Financial ManagementAddendum to the State Agency Report of Obligations for SSA Disability Programs.observed_current_policy_reference2026-10-075Current policy lists the addendum separately among DDS financial-management forms.FORM_SSA4514formSSA-4514 Time Report of Personnel Services for Disability Determination ServicesSSA-4514Disability / DDS / Financial ManagementState DDS personnel-services time report identified in current SSA financial-management instructions.observed_current_policy_reference2026-10-075No electronic submission workflow is inferred beyond the documented electronic form distribution.FORM_SSA4547formSSA-4547 Advance Designation of Representative PayeeSSA-4547Payee / Person IdentityPaper form SSA uses to collect or update the name, telephone number and optional relationship of advance designees; used alongside online channels.documented_current_policy2026-10-075FORM_SSA454BKformSSA-454-BK Continuing Disability Review ReportSSA-454-BKDisability / Continuing Disability ReviewContinuing Disability Review report available through online i454 completion and Upload Documents; current Forms catalog requires additional identity verification for electronic submission.observed_current2026-10-065FORM_SSA4968formSSA-4968 SSI RMA Payment WorksheetSSA-4968Title XVI / Computations / PaymentsSSI Retrospective Monthly Accounting payment worksheet used as an alternative/manual calculation artifact for emergency advance payments and as a manual computation artifact when eComputations cannot complete required calculations.observed_current2026-10-075Current POMS directly names the form; no electronic form backend is inferred.FORM_SSA5002formSSA-5002 Report of ContactSSA-5002Case DocumentationReport of Contact used to document development; EDCS UAT can create an SSA-5002 and add it to the Certified Electronic Folder.observed_current_policy_reference2026-10-055Used across multiple workflows. This entity represents the form/document, not a storage system.FORM_SSA5062formSSA-5062 Claimant's Statement about Loan of Food or ShelterSSA-5062forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA5064formSSA-5064 Claimant's Statement About Loan For ShelterSSA-5064forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA521formSSA-521 Request for Withdrawal of ApplicationSSA-521Claims / Withdrawal / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA546formSSA-546 Worker's Compensation/Public Disability QuestionnaireSSA-546Title II Disability / WC-PDB / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA561formSSA-561 Request for ReconsiderationSSA-561Appeals / FormsSSA request-for-reconsideration form; current Forms catalog provides electronic submission.observed_current_electronic_form2026-10-065Current Submit Online link routes to the shared Upload Documents path with target 561.FORM_SSA562U3formSSA-562-U3 Request for Assistance / VerificationSSA-562-U3Title XVI / External VerificationSSA form used in the savings-security workflow to request Bureau of the Fiscal Service ownership verification through the designated SSA office.observed_current_policy_reference2026-10-075Mapped only for the documented BFS verification use; form-wide uses may be broader.FORM_SSA632BKformSSA-632-BK Request for Waiver of Overpayment RecoverySSA-632-BKPayments / DebtForm used to request waiver of overpayment recovery; current SSA service offers online completion/upload.observed_current2026-10-065FORM_SSA634formSSA-634 Request for Change in Overpayment Recovery RateSSA-634Payments / DebtForm used to request a different overpayment recovery rate; SSA documents electronic signing/submission availability.observed_current2026-10-065FORM_SSA635formSSA-635 Waiver DeterminationSSA-635Payments & DebtRequired for Title II and XVI waiver determinations above $2,000; records amount, fault, rationale, responsible officials and final approval signatures.documented_current_policy2026-10-075FORM_SSA640formSSA-640 Financial Disclosure for Civil Monetary Penalty DebtSSA-640Program Integrity / Debt / FormsFinancial disclosure form used by a person with civil monetary penalty debt who requests a change in current payment arrangements.observed_current_form2026-10-065Current Forms page lists electronic submission; POMS documents CMP debt purpose.FORM_SSA671formSSA-671 Railroad Employment QuestionnaireSSA-671forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA7004formSSA-7004 Request for Social Security StatementSSA-7004Social Security Statement / FormsPublic request form used by individuals who want a paper Social Security Statement mailed to them.observed_current2026-10-065Current public help directs users to print, complete, and mail SSA-7004.FORM_SSA7104formSSA-7104 Partnership QuestionnaireSSA-7104forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA711formSSA-711 Request for Deceased Individual’s Social Security RecordSSA-711FOIA / Identity RecordsPaper/request form SSA recommends for requesting a deceased person’s SS-5 and related Social Security record through the OEIO FOIA workgroup.observed_current_foia_form2026-10-075SSA says the form is not mandatory and is expected to be updated in November 2026 for new fees effective 2026-10-01.FORM_SSA714formSSA-714 Request for Credit Card PaymentSSA-714FOIA / PaymentsCurrent SSA form used to submit credit-card payment with mailed FOIA/record requests.observed_current_foia_payment_form2026-10-075SSA FOIA page directs mailed credit-card payers to use SSA-714.FORM_SSA7156formSSA-7156 Farm Self Employment QuestionnaireSSA-7156Earnings / Self-EmploymentStatic webform added to customer-initiated Upload Documents in the March 2025 release.observed_current_digital_form2026-10-065FORM_SSA7157formSSA-7157 Farm Arrangement QuestionnaireSSA-7157forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA721formSSA-721 Statement of Death By Funeral DirectorSSA-721Death / Enumeration / Survivor LeadsSSA form used by funeral directors to report death information and, when known, surviving spouse or child information.observed_current2026-05-295Current form edition is 10-2024; POMS directs DIPS/Numident processing and limited retention/destruction after processing.FORM_SSA753formSSA-753 Statement Regarding MarriageSSA-753forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA754F5formSSA-754-F5 Statement of Marital RelationshipSSA-754-F5forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA760formSSA-760 Certificate of SupportSSA-760forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA765formSSA-765 Response to Notice of Revised DeterminationSSA-765forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA766formSSA-766 Statement of Self EmploymentSSA-766Earnings / Self-EmploymentStatic webform added to customer-initiated Upload Documents in the March 2025 release.observed_current_digital_form2026-10-065FORM_SSA769formSSA-769 Request for Change in Time/Place of Disability HearingSSA-769Hearings / AppealsStatic webform added to customer-initiated Upload Documents in the March 2025 release.observed_current_digital_form2026-10-065FORM_SSA773formSSA-773 Waiver of Right to Appear - Disability HearingSSA-773forms and digital intakeSSA form currently listed for electronic completion/submission through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA781formSSA-781 Certificate of Responsibility for Welfare and Care of ChildSSA-781Forms / Title II / Child BenefitsCurrent SSA form for documenting responsibility for a child's welfare and care; current Forms catalog provides Submit Online through Upload Documents.observed_current_digital_form2026-10-075Submit Online resolves to Upload Documents target=781. No form-specific backend inferred.FORM_SSA783formSSA-783 Statement Regarding ContributionsSSA-783Title XVI / ContributionsStatic webform added to customer-initiated Upload Documents in the March 2025 release.observed_current_digital_form2026-10-065FORM_SSA787formSSA-787 Medical Source Opinion of Patient’s Capability to Manage BenefitsSSA-787representative payee / evidencePreferred SSA form for obtaining medical-source evidence regarding beneficiary capability to manage benefits.observed_current_policy2026-10-065Current GN 00502.040.FORM_SSA788formSSA-788 Statement of Care and Responsibility for BeneficiarySSA-788representative payee / evidenceForm used to obtain third-party custodian lay evidence for capability development when the custodian differs from the payee applicant.observed_current_policy2026-10-065Current GN 00502.030.FORM_SSA789formSSA-789 Request for Reconsideration - Disability CessationSSA-789Disability / Appeals / FormsForm used to request reconsideration of a disability cessation determination.observed_current_digital_form2026-10-065Current online completion/upload; included in the July 25, 2026 conversational-form release.FORM_SSA792formSSA-792 Statutory Benefit Continuation Election StatementSSA-792Disability / Appeals / Benefit ContinuationElection statement used in statutory benefit-continuation processing.observed_current_digital_form2026-10-065Current electronic submission; included in the July 25, 2026 conversational-form release.FORM_SSA795formSSA-795 Statement of Claimant or Other PersonSSA-795Case DocumentationSigned statement used, among other purposes, to document a claimant’s understanding when an SSA field-office address is used as the mailing address.observed_current_policy_reference2026-10-055Current GN 02401.050 requires signed SSA-795 storage in the electronic folder for the field-office-address workflow, subject to specified exceptions.FORM_SSA8formSSA-8 Application for Lump-Sum Death PaymentSSA-8Title II / Survivors / FormsCurrent SSA public form with online completion and PDF-upload submission routes listed on SSA Forms.observed_current_digital_form2026-10-065Current Forms page lists both Complete Online Form and Upload PDF under Submit Online.FORM_SSA8000BKformSSA-8000-BK Application for Supplemental Security Income (SSI)SSA-8000-BKTitle XVI / FormsFull Supplemental Security Income application form used in paper and certain PERC/deferred-development workflows.observed_current2026-10-065Current SSA Forms page and POMS continue to reference this form.FORM_SSA8006F4formSSA-8006-F4 Statement of Living Arrangements, In-Kind Support and MaintenanceSSA-8006-F4Title XVI / Living Arrangements / FormsPaper development form referenced by current SSI redetermination residence procedures.observed_current_policy_reference2026-09-104Form-level role is validated by current POMS; current standalone public PDF availability was not established in this run.FORM_SSA8007formSSA-8007 Statement of Living ArrangementsSSA-8007Title XVI / Living Arrangements / FormsPaper development form referenced by current SSI redetermination residence procedures.observed_current_policy_reference2026-09-104Form-level role is validated by current POMS; current standalone public PDF availability was not established in this run.FORM_SSA8008formSSA-8008 Statement of Living Arrangements, In-Kind Support and MaintenanceSSA-8008Title XVI / Living Arrangements / FormsPaper development form referenced by current SSI redetermination residence procedures.observed_current_policy_reference2026-09-104Form-level role is validated by current POMS; current standalone public PDF availability was not established in this run.FORM_SSA8010BKformSSA-8010-BK Statement of Income and ResourcesSSA-8010-BKTitle XVI / Forms / Income and ResourcesForm used to collect income and resource information about specified deemors and in PERC-related development.observed_current2026-10-065Current Forms page lists the form; current 2026 POMS describes use and entry into the SSI Claims System/electronic folder.FORM_SSA8011F3formSSA-8011-F3 Statement of Household Expenses and ContributionsSSA-8011-F3Title XVI / Living Arrangements / FormsLegacy SSI living-arrangements form used to document household expenses and contributions for periods before September 30, 2024.historical_for_pre_2024_periods2026-10-065Current POMS directs use of SSA-8012 for periods effective September 30, 2024 or later.FORM_SSA8012formSSA-8012 Statement of Household Expenses and ContributionsSSA-8012Title XVI / Living Arrangements / FormsCurrent SSI form for a claimant or recipient statement about household expenses and contributions for living-arrangement periods effective September 30, 2024 or later.observed_current2026-10-065Current POMS identifies SSA-8012 as successor form for current periods.FORM_SSA8203BKformSSA-8203-BK Statement for Determining Continuing Eligibility for Supplemental Security Income PaymentsSSA-8203-BKTitle XVI / Redetermination / FormsPaper SSI redetermination form whose residence and mailing-address questions support redetermination development.observed_current_policy_reference2026-09-175Current POMS references page 9 and residence questions. This entity is policy-validated; current PDF edition not separately asserted in this run.FORM_SSA820BKformSSA-820-BK Work Activity Report – Self-EmploymentSSA-820-BKDisability / Work ActivityWork activity report for self-employment; transitioned from the older Adobe Sign e820/821 route to Upload Documents.observed_current2026-10-065FORM_SSA821BKformSSA-821-BK Work Activity Report – EmployeeSSA-821-BKDisability / Work ActivityWork activity report for employee wage activity; transitioned from the older Adobe Sign e820/821 route to Upload Documents.observed_current2026-10-065FORM_SSA827formSSA-827 Authorization to Disclose Information to the Social Security AdministrationSSA-827Disability / Evidence AuthorizationAuthorization form used to permit SSA to obtain medical and other information; supported by electronic signing/submission and requires advanced credential step-up in Upload Documents when submitted through that route.observed_current2026-10-065FORM_SSA8510formSSA-8510 Authorization for the Social Security Administration to Obtain Personal InformationSSA-8510Forms / Consent / Digital SubmissionAuthorization form available for electronic completion or PDF upload and subject to additional identity verification for electronic submission.observed_current_digital_form2026-10-065Current SSA Forms page lists electronic submission and additional identity verification.FORM_SSA8552formSSA-8552 Interview ConfirmationSSA-8552forms and digital intakeSSA form currently listed with a Complete Online Form and Upload PDF electronic submission route through SSA's Forms experience.observed_active2026-10-065Current SSA Forms listing.FORM_SSA871formSSA-871 State Agency Schedule of Equipment Purchased for SSA Disability ProgramsSSA-871Disability / DDS / Financial ManagementState DDS schedule of equipment purchased for SSA disability programs.observed_current_policy_reference2026-10-075No asset-management database is inferred.FORM_SSA872formSSA-872 State Agency Obligational Authorization for SSA Disability ProgramsSSA-872Disability / DDS / FundingOfficial SSA funding document authorizing a State disability determination agency to incur obligations against Federal funds for approved disability-program expenses.observed_current2026-10-075Current POMS says SSA issues the authorization quarterly or at six-to-eight-week intervals as appropriate.FORM_SSA89data_artifactForm SSA-89 Authorization for SSA to Release SSN VerificationSSA-89Identity Verification / ConsentSSA consent form authorizing disclosure of Social Security number verification results for consent-based verification services.observed_current2026-10-055Current eCBSV guidance accepts SSA-89 with wet signature or fillable PDF electronic signature; CBSV enrollment also requires the current SSA-89.FORM_SSA93formSSA-93 Quality Review Feedback ReportSSA-93SSI / Quality ReviewQuality-review feedback report used to communicate early-notice findings and field-office corrective actions in SSI quality reviews.observed_current_policy2025-08-115FORM_SSA_2574formSSA-2574 Information About Joint Checking/Savings Accounts Supplemental Security IncomeSSA-2574Title XVI / Resources / Digital FormsSSI form used to document/rebut presumed ownership of funds in a joint checking or savings account; current Forms supports online completion and upload.observed_current_form2026-10-055December 2025 Upload Documents release permits individual representative payees to submit SSA-2574 for beneficiaries; current conversational-forms guidance also includes SSA-2574.FORM_SSA_L2001formSSA-L2001 Address Information RequestSSA-L2001Address / USPSSSA form/letter sent to the Postal Service to request current address information during locate development.observed_current_policy_reference2026-10-055Documented in SSI and Title II locate procedures; response is an address lead subject to program development.FORM_SSA_L2765_C1formSSA-L2765-C1 Request for Self-Employment InformationSSA-L2765-C1Earnings / Self-Employment / Wage CorrectionsHistorical DECOR letter informing a self-employed worker of name/SSN discrepancies.suspended_since_20122026-10-075Current POMS says this letter used an address derived from IRS-provided data.FORM_SSA_L3365_C1formSSA-L3365-C1 Request to Employee for Social Security InformationSSA-L3365-C1Earnings / Wage CorrectionsHistorical DECOR letter informing an employee of name/SSN discrepancies.suspended_since_20122026-10-075Current POMS says this DECOR letter used the employee address derived from Form W-2.FORM_SSA_L4002_C1formSSA-L4002-C1 Request for Employer InformationSSA-L4002-C1Earnings / Employer / Wage CorrectionsHistorical DECOR letter sent to an employer when employee information needed development.suspended_since_20122026-10-075Current POMS says employer mailing occurred when the employee address was unavailable or failed USPS-database validation.FORM_SSA_L4020formSSA-L4020 Prisoner Incentive Payment Recoupment NoticeSSA-L4020Program Integrity / Prisoner / DebtFillable notice used to request return of an incorrectly paid prisoner incentive payment from an institution.observed_current_policy2026-04-145Current POMS says the template is obtained from inForm.FORM_SSA_L501formSSA-L501 Home Visit LetterSSA-L501Title II / Program Integrity / NoticesMNUP appointment notice used when SSA schedules a home-visit interview at the beneficiary residence.observed_current_policy2026-10-075Generated from DPS for MNUP scheduling.FORM_SSA_L502formSSA-L502 Telephone Interview LetterSSA-L502Title II / Program Integrity / NoticesMNUP appointment notice used to schedule a telephone interview with the beneficiary and representative payee, if any.observed_current_policy2026-10-075Generated from DPS for MNUP scheduling.FORM_SSA_L505formSSA-L505 Residence Address RequestSSA-L505Title II / Address Provenance / NoticesMNUP notice used to request a beneficiary residence address when SSA records contain only a mailing address.observed_current_policy2026-10-075This is address development, not an automatic master-record update.FORM_SSA_L676formSSA-L676 Refusal to Process SSN ApplicationSSA-L676Identity & Enumeration / NoticesWritten notice used in specified SSN cases to explain that SSA cannot assign an SSN or issue a card when required work authorization or a valid nonwork basis and supporting evidence are not established.observed_current_policy_reference2026-10-075The notice does not itself verify the applicant documents for a State agency.FORM_US_ROMANIA_COC_ROdata_artifactRomanian Certificate of Coverage under the U.S.-Romania AgreementRomanian Certificate of CoverageInternational / TotalizationCertificate issued by Romania proving Romanian coverage and corresponding exemption from U.S. coverage on the same earnings.observed_current_policy2026-10-075Transport, persistence, and backend implementation are not disclosed by the public policy.FORM_US_ROMANIA_COC_USdata_artifactU.S. Certificate of Coverage under the U.S.-Romania AgreementU.S. Certificate of CoverageInternational / TotalizationCertificate proving that the named worker is subject to U.S. Social Security coverage/taxation and exempt from Romanian coverage on the same earnings.observed_current_policy2026-10-075Transport, persistence, and backend implementation are not disclosed by the public policy.FUNC_ELAS_VERIFY_PIworkflow_actioneLAS Verify PI ActionVerify PICustomer Service / Identity VerificationAction on the eLAS summary page used after staff verifies iAppointment identity data; receipts the UNVER issue and permits verified data to enter CLIENT/ICDB.observed_current_policy2026-06-265Human-triggered action; implementation mechanics are not inferred.FUNC_MAQRworkflow_featureMedical Authority for Quality ReviewersMAQRDisability / Quality ReviewQRCPS-supported capability allowing qualified federal quality reviewers to complete certain medical assessments instead of obtaining MC/PC review.observed_current2026-09-105Modeled as a feature/task within QRCPS, not a standalone application.FUNC_SVB_UPDATEinterfaceMSSICS Special Veterans Benefit Update FunctionSVB update functionSpecial Veterans BenefitsSpecial Veterans Benefit function on the Direct SSR Update path used to post the Title VIII indicator and related record actions.current_poms_retained_detailed_topology_old2026-04-134GOV_NAFCgovernance_bodyNational Anti-Fraud CommitteeNAFCProgram Integrity / GovernanceJoint SSA and SSA OIG anti-fraud governance partnership that meets quarterly and holds an annual summit to share information, identify actions, and mitigate fraud-risk vulnerabilities.observed_current2026-06-105Modeled as a governance body/process, not an application or analytic platform.HIST_AJS1processing_systemAutomated Job Stream 1AJS-1Title II / Historical Post-entitlementLegacy post-entitlement processing system associated with AERO and rate changes.retired_into_t2r_20142014-085POMS states T2R incorporated AJS-1 functionality in August 2014.HIST_AJS3processing_systemAutomated Job Stream 3AJS-3Title II / Historical Earnings EnforcementLegacy automated job stream for work-related post-entitlement events and earnings enforcement.retired_into_t2r_20122012-085POMS states AJS-3 software was retired and functionality rolled into T2R in August 2012.IFACE_CCE_HEALTH_INSinterfaceCCE Health Insurance ScreenMedicare / ClaimsCCE screen used to document Medicaid status and initiate State buy-in in applicable cases.observed_current2026-06-305IFACE_CIS2_ENUM_SSAinterfaceCIS2 Enumeration File to SSAIdentity / Enumeration / DHS ExchangeDHS outgoing system interface providing enumeration data to SSA’s SSN Enumeration system; interface data is sourced from the DSI data file.current_partner_inventory2026-02-055DHS Data.gov identifier USCIS-10059-MAJ-10059-011. The current partner inventory does not identify the exact SSA receiving application, transport, file layout, or hosting.IFACE_DRINinterfaceRecord Installment Agreement ScreenDRINDebt & CollectionsDMS input screen used to record Title II installment agreements and trigger overnight ROAR updates.observed_current2026-09-255IFACE_DRPFuser_interfaceProtest/Stop Recovery Request (Field Office)DRPFTitle II / Debt ManagementDebt Management System screen used by field offices to record protest/stop-recovery requests such as overpayment explanations.observed_current2026-10-035Current POMS/MS references establish the screen and DMS context.IFACE_DRPRuser_interfaceProtest/Stop Recovery Request (Processing Center)DRPRTitle II / Debt ManagementDebt Management System screen used by processing centers to stop recovery and record explanation/protest activity.observed_current2026-10-035Current POMS establishes the screen and DMS context.IFACE_DRPTuser_interfaceProtest/Stop Recovery Request (Teleservice Center)DRPTTitle II / Debt ManagementDebt Management System screen used by teleservice centers to record protest/stop-recovery requests.observed_current2026-10-035Current POMS/MS references establish the screen and DMS context.IFACE_FFELinterfaceFugitive Felon Suspension and Reinstatement ScreenFFELTitle II / Program IntegrityScreen used for manual Title II fugitive-felon suspension and reinstatement input in MCS, POS, and MACADE.observed_current_reference2026-10-035IFACE_MCS_HI19interfaceMCS HI19 State Buy-In InterfaceHI19Medicare / ClaimsMCS interface used by field offices to initiate Medicare Part B state buy-in in applicable public-welfare accretion cases.observed_current2026-06-305Modeled only to the screen/function level documented in POMS.IFACE_NDNH_QUERYinterfaceNational Directory of New Hires QueryNDNH QueryExternal Data / Earnings & EmploymentAuthorized query-only SSA interface/process for looking up NDNH new-hire, wage and unemployment information when investigating earnings.observed_current_reference2026-10-034The detailed query instructions date from 2016, but the interface remains listed in the current 2026 work-activity POMS chapter and NDNH remains an active matching source.IFACE_QMIDinterfaceCDR Query Medical Information Data ScreenQMIDDisability / CDRDCF query screen used to review medical diary information relevant to work CDR enforcement alerts.observed_current2026-10-035Listed in current May 2026 POMS and referenced by CDREO alert instructions.IFACE_QROPquery_interfaceQuery Response OverpaymentQROPTitle II / Debt ManagementOnline overpayment query used by FO/TSC staff as one source for explaining Title II overpayments.observed_current2026-10-035Current POMS establishes use; internal query protocol is not public.IFACE_QWIDinterfaceQuery Work Information Data ScreenQWIDTitle II Disability / Work CDRDCF query screen used to view work-review and earnings-enforcement information including CDREO and QEP alerts.observed_current2026-10-035Listed in current May 2026 POMS work-activity chapter and referenced by current CDREO/QEP instructions.IFACE_SSI_DIRECT_SSRinterfaceSSI Claims System Direct SSR UpdateDirect SSR UpdateTitle XVI / Post-EligibilitySSI Claims System/MSSICS direct-update interface used for specified Title XVI payment, stop-payment, overpayment, and waiver inputs to the Supplemental Security Record.observed_current2026-10-035Logical interface modeled from POMS. Public sources do not disclose protocol, middleware, API, or database connectivity.INIT_ASSESSMENT_APPSECinitiativeAssessment and Application SecurityCybersecurity / Application SecurityFY2027 initiative to modernize State-agency assessment processes and emphasize dynamic application scanning early in the development lifecycle.planned_fy20272026-10-035Budget plan; no scanning product or vendor is inferred.INIT_CSCRMinitiativeSSA Cybersecurity Supply Chain Risk Management ProgramCSCRMCybersecurity / Third-Party RiskSSA program that assesses and monitors cybersecurity supply-chain risk for third-party vendors, contractors, OEMs, and service providers.observed_current2026-10-055Current OAG security page documents pre-award assessment and post-award monitoring.INIT_CYBER_MOD_COMPLIANCEinitiativeCybersecurity Modernization and ComplianceCybersecurity / ModernizationFY2027 initiative to modernize, automate, and integrate cybersecurity tools and processes, streamline authorization, and enhance continuous monitoring.planned_fy20272026-10-035Budget plan; no product, platform, or vendor is inferred.INIT_IDENTITY_ACCESS_RISKinitiativeIdentity, Access, and Risk ManagementCybersecurity / Identity & RiskFY2027 initiative to expand identity and access management, risk quantification, and insider-threat programs.planned_fy20272026-10-035Budget plan; not evidence of a single named IAM product or completed deployment.INIT_ITOMprojectIT Operations Management ImprovementsITOM ImprovementsInfrastructure / OperationsMulti-year effort replacing IT operations management technologies and practices for managing capabilities in a hybrid cloud ecosystem.in_progress_fy20262026-10-035INIT_MAINFRAME_RESILIENCEprojectMainframe Business ResilienceBusiness Resilience AutomationInfrastructure / ResilienceAutomation initiative intended to move workloads between data centers when business or environmental circumstances require it.funded_fy20262026-10-035FY2026 justification targets 99.99% uptime and 24/7 availability; portfolio table lists $111.4M for Business Resilience Automation.INIT_SECOPS_THREAT_RESPONSEinitiativeSecurity Operations and Threat ResponseCybersecurity / OperationsFY2027 initiative for security operations, monitoring, external attack-surface analytics, and threat detection, response, and mitigation capabilities.planned_fy20272026-10-035Budget plan; no SOC platform or vendor is inferred.INIT_SSI_IMPROVEMENTinitiativeSSI Improvement Team and OfficeSSI ImprovementTitle XVI / Modernization / Program IntegrityDedicated SSA initiative and office created to improve SSI processing efficiency, reduce improper payments, expand automation, simplify reporting, and implement policy, process, and technology changes.observed_current2026-10-055Created in September 2025. SSA describes this as both an SSI Improvement Team and a dedicated SSI Improvement office.INIT_STAT_PUB_MODinitiativeModernization of Statistical Publication ProcessesResearch & Statistical Publications / ModernizationSSA multi-year effort to modernize statistical data, tables, reports, and publication workflows for OASDI, SSI, and earnings-related work.active_multi_year_modernization2026-10-045FY2027 budget reports FY2025 SharePoint migration work, FY2026 automation/data-source changes, and FY2027 enhanced EBI tooling.INIT_SYSTEMS_MODERNIZATION_PLAN_1980Smodernization_initiativeSystems Modernization Plan (mid-1980s)SMPInfrastructure / Historical ModernizationMajor SSA modernization initiative that upgraded mainframe computers, storage hardware, and field-office terminal deployment before the IWS/LAN transition.historical_completed_prior_to_19941994-045OTA identifies the mid-1980s Systems Modernization Plan as the major initiative that stabilized the then-current mainframe environment.INT_UPLOAD_DOCS_STARTinterfaceUpload Documents Start EndpointDigital Forms / Web IntakePublic secure SSA web entry point at /eSubmit/upload-documents-ui/start that accepts form target and submission-mode parameters for Upload Documents.observed_current2026-10-045Validated from current SSA Forms links across appeals, disability, representative-payee, SSI, and debt forms. The eSubmit path name is an endpoint path; application rename evidence is tracked separately.LAKE_HADOOP_2016data_lakeHadoop Data Lake (2016 EDW source)Hadoop Data LakeEnterprise Data / Big DataHistorical Hadoop data lake documented as the upstream source from which Informatica ETL would pull data into the new EDW.historically_documented_201620165Physical cluster topology, datasets, and retention were not disclosed in the strategic plan.MODEL_MINT8modelModeling Income in the Near Term Version 8MINT8Research / Microsimulation / PolicySSA microsimulation model used for projections related to beneficiaries and taxpayers, including distributional analysis of policy options and future beneficiary outcomes.observed_current_methodology2026-10-055Current SSA methodology says MINT8 is built from SSA administrative records matched to SIPP and uses Trustees Report assumptions.MODEL_OACT_BEN_LRmodelOCACT Long-Range Beneficiary Projection ModelActuarial / OASDI Beneficiary ProjectionActuarial Services model used after the first 10 projection years to project beneficiary populations by marital status and benefit type under long-range methods.observed_current_methodology2026-10-055Separate from the already-mapped long-range fully-insured model; no software implementation or platform is inferred.MODEL_OACT_BEN_SRmodelOCACT Short-Range Beneficiary Projection ModelActuarial / OASDI Beneficiary ProjectionActuarial Services model used for the first 10 years of beneficiary projections, reflecting recent and expected short-term trends and applying award/termination methods described in the 2026 Trustees Report.observed_current_methodology2026-10-055Separate from the already-mapped short-range fully-insured model; this entity is beneficiary-projection scoped.MODEL_OACT_FI_LRmodelOCACT Long-Range Fully Insured ModelActuarial / OASDI ProjectionActuarial long-range model using simulated work histories by sex and birth cohort to project fully insured status and related OASDI eligibility measures.observed_current_methodology2026-10-055Logical actuarial model documented in the 2026 Trustees Report; implementation technology is not public.MODEL_OACT_FI_SRmodelOCACT Short-Range Fully Insured ModelActuarial / OASDI ProjectionActuarial short-range model that extrapolates fully insured percentages using CWHS work-history coverage information, beneficiary administrative data, mortality estimates, projected mortality, and covered-worker projections.observed_current_methodology2026-10-055Logical actuarial model documented in the 2026 Trustees Report; implementation technology is not public.MODEL_OACT_LABOR_FORCEmodelOCACT Civilian Labor Force Projection ModelActuarial / Economic ProjectionsActuarial Services model that projects the civilian labor force by age, sex, marital status, and presence of children using demographic and economic assumptions.observed_current_methodology20265The Trustees Report describes the model and factors but does not disclose software, platform, programming language, or physical implementation.MODEL_OACT_POPULATIONmodelOCACT Social Security Area Population Projection ModelActuarial / Demographic ProjectionsActuarial Services projection model/method that projects the Social Security area population by age, sex, and marital status by combining fertility, mortality, immigration, marriage, and divorce assumptions.observed_current_methodology20265Logical actuarial model as documented in the 2026 Trustees Report; no implementation technology is inferred.MODEL_OASDI_SCENARIOmodelOASDI Scenario-Based Projection ModelActuarial / OASDI ProjectionTraditional scenario-based model used in the Trustees Report with low-cost, intermediate, and high-cost assumptions for key variables.observed_current_methodology2026-10-055Current 2026 Trustees methodology explicitly calls this the scenario-based model. Implementation software and hosting are not inferred.MODEL_OASDI_STOCHASTICmodelOASDI Stochastic Projection ModelActuarial / OASDI ProjectionTrustees-report stochastic model that estimates probability distributions for future combined OASI and DI trust-fund financial outcomes using 5,000 simulations.observed_current_methodology2026-10-055Current 2026 Trustees methodology validates the model and its statistical method. Implementation software and hosting are not public in the cited source.NETWORK_CAREQUALITYplatformCarequality NetworkCarequalityHealth Information ExchangeInteroperability network through which SSA reports nationwide healthcare connectivity alongside eHealth Exchange.observed_current2026-02-175SSA says it is connected to providers through eHealth Exchange and Carequality.NETWORK_TEFCAplatformTrusted Exchange Framework and Common Agreement NetworkTEFCAHealth Information ExchangeNationwide health-data exchange framework selected for expanded SSA disability evidence access through eHealth Exchange as QHIN.connection_testing_documented2026-02-174SSA's latest first-party source found in this run said QHIN connection was in testing and expected live in early spring 2026; no later first-party go-live confirmation was found.NET_N8NN_AVAYAnetwork_platformNational 800 Number Avaya NetworkAvayaCustomer Service / Telephony / Historical ArchitectureAvaya network used in parallel with CARE2020 for National 800 Number CSR calls beginning March 31, 2020.historical_documented_network2026-10-065The Open Data source establishes the dual-network period but does not identify exact retirement date or complete Avaya product stack.NET_N8NN_CARE2020network_platformNational 800 Number CARE 2020 NetworkCARE 2020Customer Service / Telephony / Historical ArchitectureNational 800 Number routing/network environment identified by SSA Open Data as CARE 2020.historical_documented_network2026-10-065SSA says it moved to CARE 2020 beginning in 2013; within the 10-year horizon, dual CARE2020/Avaya operation is documented from 2020-03-31.NET_SSANETnetworkSSANetSSANetInfrastructure / NetworkSSA enterprise data network that connected field-office and teleservice-center terminals to mainframes at the National Computer Center in the early 1990s.historically_documented_19941994-045OTA describes SSANet as the network carrying transactions between distributed terminals/LANs and Baltimore mainframes.NOTICE_ADRP_ANNUALnoticeADRP Automated Annual Designee NoticePayee / CommunicationsAnnual notice to capable beneficiaries with advance designees and no current payee; includes ordered names and contact details.documented_current_policy2026-10-075NOTICE_EDCORnoticeEmployer Correction Request NoticeEDCOREarnings / Employer / Wage CorrectionsEmployer educational/no-match notice used to identify submitted W-2 name/SSN combinations that could not be matched to SSA records.mailing_discontinued_20212026-10-075Current SSA employer guidance says mailing ended effective April 2021; examples remain available and POMS preserves historical procedures.NOTICE_MAPS_PREDECISIONnoticeExtra Help Pre-Decisional NoticePre-Decisional NoticeMedicare / Extra HelpAdvance notice automatically generated by the subsidy determination process when a potential Extra Help denial is identified.observed_current_policy2026-10-075NOTICE_MSP_L447noticeMedicare Savings Program Outreach Notice L447L447Medicare / Low-Income Assistance / OutreachAnnual SSA outreach notice sent to beneficiaries identified as potentially eligible for Medicare Savings Programs or Extra Help.current_annual_notice2026-10-065English and Spanish versions are linked from current SSA Open Data page.NOTICE_MSP_L448noticeMedicare Savings Program Outreach Notice L448L448Medicare / Low-Income Assistance / OutreachAnnual SSA outreach notice sent to beneficiaries identified as potentially eligible for Medicare Savings Programs or Extra Help.current_annual_notice2026-10-065English and Spanish versions are linked from current SSA Open Data page.NOTICE_SURVIVOR_LETTERnoticeDPS Survivor LetterNotices / Survivor BenefitsLetter sent from the DPS General folder when SSA-721 provides a survivor name and address, to alert the survivor to potential benefit entitlement.observed_current_policy_reference2026-05-295Exact template identifier is not stated in the cited POMS section.NOTICE_T2R_COA_CONFIRMnoticeTitle II Redesign Change of Address Confirmation NoticeT2R COA NoticeTitle II / Address / NoticesFraud-reduction notice sent to the old MBR mailing address after an address change through my Social Security or telephone IVR.observed_current_policy2026-10-075Address provenance is explicit: the confirmation notice uses the old mailing address stored on MBR; no separate beneficiary/payee address is available on MBR for this notice.ORG_AAMVAorganizationAmerican Association of Motor Vehicle AdministratorsAAMVAExternal PartnerConnectivity/conduit partner between SSA and state motor-vehicle agencies for SSOLV and HAVV.documented_operational2026-10-034ORG_ACCENTURE_FEDERALorganizationAccenture Federal Services LLCAccenture FederalVendorFederal contractor holding SSA BPA 28321321A00040017 for OPTS software and support services.observed_current_vendor2026-10-035ORG_ACCESSAGILITYorganizationAccessAgility LLCVendor / DevSecOps / SoftwareFederal contractor receiving SSA delivery order 28321326FDX030022 for Sonatype Nexus Repository annual software renewal.observed_procurement_provider_20262026-10-054Vendor role is based on federal-award data mirrored from USAspending/SAM sources.ORG_ADOBEorganizationAdobeTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_APRYSEorganizationApryseVendor / Document TechnologyVendor/product owner named in SSA procurement for PDFTron PDFNet SDK renewal.observed_current_procurement2026-04-295ORG_ARDENT_CLOUDorganizationArdent Cloud, LLCArdent CloudVendorFederal contractor that performed SSA geographic information system development and support services for OSEP under BPA Call 28321325FA0010051.historical_observed_vendor2026-06-185Vendor name is taken from USAspending. The company name does not establish that SSA used a cloud platform under this award.ORG_ARTICULATEorganizationArticulateTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_ATTorganizationAT&TExternal Provider / TelecommunicationsCommercial cellular network provider explicitly identified in SSA FirstNet procurement context.observed_external_dependency2026-09-215Modeled as network dependency, not as the awardee for the procurement notice.ORG_AVERISOURCEorganizationAveriSourceTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_AWSorganizationAmazon Web ServicesAWSVendor / CloudCommercial cloud service provider documented in SSA cloud procurement and telephone modernization records.documented_provider_20252025-06-305GAO documents AWS as an included commercial cloud provider under SSA's Four Points BPA; SSA's FY2024 AFR documents AWS/Amazon Connect for the National 800 Number.ORG_BENEFICIARY_FIorganizationBeneficiary Financial InstitutionFIExternal Partner / Address SourceFinancial institution holding a beneficiary direct-deposit account and contacted by SSA for current mailing-address information during Title II whereabouts/undeliverable-mail development.observed_current_policy_role2026-10-055Generic external actor category; it is separate from the SSI AFI/eAFI financial-resource verification exchange.ORG_BFSorganizationBureau of the Fiscal ServiceBFSExternal PartnerTreasury bureau and computer-matching partner.observed_active2026-10-025ORG_BLSorganizationBureau of Labor StatisticsBLSExternal Partner / Department of LaborDepartment of Labor bureau that develops and publishes ORS data for SSA occupational-information modernization.observed_current2026-10-065ORG_BROADCOMorganizationBroadcomTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_BU_HDRIorganizationBoston University Health and Disability Research InstituteBU-HDRIExternal Partner / Disability ResearchBoston University research institute subcontracted by NIH CRC/RMD to develop computerized adaptive testing instruments and study questions for the Functional Assessment Study.documented_current_pia_role2026-10-055PIA states BU-HDRI subcontracted with Westat for data collection.ORG_CARAHSOFTorganizationCarahsoft Technology Corp.Technology Ecosystem / ResellerFederal technology reseller identified as the legal business name and awardee on SSA ServiceNow software BPA 28321325A00040016.observed_current_contractor2026-10-045UEI DT8KJHZXVJH5 in FPDS contract record.ORG_CBPorganizationU.S. Customs and Border ProtectionCBPExternal Partner / DHSDHS component that receives immigrant visa enumeration information from the Department of State and updates it when the immigrant is admitted at a U.S. port of entry.observed_current_partner2026-10-065External partner in EAE chain; no SSA-hosted CBP system is inferred.ORG_CDI_UNITSorganizationCooperative Disability Investigations UnitsCDI UnitsProgram Integrity / Disability FraudNationwide investigative units combining SSA OIG, SSA, DDS, and state/local law-enforcement personnel.observed_current2026-10-03550 units cover all states, DC, Puerto Rico, and U.S. territories.ORG_CENSUSorganizationU.S. Census BureauCensusExternal PartnerHistorical/statistical data partner referenced in SSA SORNs.observed_active2026-10-024ORG_CMSorganizationCenters for Medicare & Medicaid ServicesCMSExternal PartnerFederal computer-matching/data partner.observed_active2026-10-025ORG_CNCSorganizationCorporation for National and Community ServiceCNCSExternal PartnerFederal agency that adopted the operating name AmeriCorps and participates in SSA Computer Matching Agreement 1012.active_matching_partner2026-10-035CMA 1012 states CNCS adopted the operating name AmeriCorps in 2020 without changing its legal name.ORG_COMERICAorganizationComerica BankExternal Partner / Financial AgentLegacy Direct Express financial agent referenced during the 2026 transition to Fifth Third Bank.transitioning_legacy2026-05-195Current SSA emergency guidance says existing Comerica cards continue during phased migration.ORG_CREDIT_REPOSITORIESorganizationNational Credit RepositoriesExternal PartnerNational holders of credit data receiving eligible SSA delinquent-debt information for credit reporting.observed_current2026-10-035ORG_CREOALorganizationCREOAL Consulting LLCVendorFederal contractor supporting SSA SSOARS and SERS application database administration and operating system services under task order 28321323FDX030012.observed_current_vendor2026-10-045USAspending identifies CREOAL Consulting LLC as the recipient of the in-progress SSA task order.ORG_DAPSorganization_componentDivision of Administrative Payment ServicesDAPSFinance / Administrative PaymentsSSA organization component operating the Vendor Payment Center and handling vendor administrative payment inquiries.observed_current2026-10-055Public SSA vendor pages establish the organizational role; no broader accounting-system ownership is inferred.ORG_DCRorganization_componentDisability Case ReviewDCRDisability / Federal AdjudicationSSA federal disability processing organization/site that adjudicates specified disability claims and is assuming nationwide medical continuing-disability-review processing from State DDSs.observed_current2026-10-065Current POMS identifies DCR as location code V32 for railroad dual-eligibility work. SSA announced nationwide medical CDR transition to DCR in March 2026.ORG_DDSorganizationState Disability Determination ServicesDDSDisability / State OperationsState agencies/components that develop medical evidence and make disability determinations for SSA under federal program rules.observed_current2026-10-035Current SSA/POMS/Data.gov sources refer to DDS as operating users of DCPS and evidence systems.ORG_DEISBorganizationData Exchange Infrastructure Support BranchDEISBEnterprise Infrastructure / Data ExchangeSSA branch that leads development, selection, evaluation, implementation, and maintenance of software and hardware supporting data exchange.observed_current2026-10-055Current POMS assigns DEISB responsibility for determining whether software-vendor contracts permit Data Exchange Software License Grants.ORG_DHSorganizationDepartment of Homeland SecurityDHSExternal PartnerFederal computer-matching/data partner.observed_active2026-10-025ORG_DHUorganizationDisability Hearing UnitDHUDisability / Reconsideration HearingsSSA disability-hearing processing unit receiving medical CDR reconsideration cases and post-transfer updates from field offices.observed_current_policy_reference2026-10-065Current 2026 POMS repeatedly names DHU. Internal organizational hierarchy and supporting case-control system are not inferred beyond published policy.ORG_DIGITAL_SERVICES_ENGAGEMENTorganization_componentDigital Services Engagement TeamDigital Services Engagement TeamDigital Services / NoticesSSA team documented as the creator of QR codes used in agency notices.observed_current_policy2026-10-075No database, hosting platform, QR generator product, or transport is inferred beyond the documented internal request/control system.ORG_DIIASorganizationDivision of Internet/Intranet Application ServicesDIIASEnterprise Infrastructure / Data ExchangeSSA organizational division named in current data-exchange policy as the parent organization for the Data Exchange Infrastructure Support Branch.observed_current2026-10-055Current POMS places DIIAS within the Office of Hardware Engineering. No organizational structure beyond the source wording is inferred.ORG_DMDCorganizationDefense Manpower Data CenterDMDCExternal PartnerDepartment of Defense data organization participating in SSA Computer Matching Agreement 1004.active_matching_partner2026-10-035Current SSA active matching-program list identifies DMDC as partner for CMA 1004.ORG_DNBorganizationDun & BradstreetD&BVendorCommercial provider contracted by SSA to supply credit information for new non-governmental fee-for-service organizational representative payees.observed_current_vendor_role2026-07-155Exact contract award/PIID for this representative-payee credit service was not located in this run.ORG_DOLorganizationDepartment of LaborDOLExternal PartnerFederal data exchange/matching partner.observed_active2026-10-025ORG_DOSorganizationDepartment of StateDoSExternal PartnerFederal partner in Enumeration at Entry and passport-related SSN verification.observed_current2026-10-035ORG_DYNATOUCHorganizationDynatouch CorporationVendor / Field Office TechnologyVendor identified as the 2026 recipient of the SSA KioWare maintenance purchase order supporting VIPr kiosks.observed_current_vendor2026-09-094Vendor/award details corroborated by two federal-award mirrors after direct primary award pages were not machine-resolved.ORG_DYNATRACEorganizationDynatraceTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_EDorganizationDepartment of EducationEDExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_EHEALTH_EXCHANGEorganizationeHealth ExchangeExternal PartnerNational health information network partner used by SSA for electronic medical-record exchange and selected as SSA's TEFCA QHIN.observed_current2026-02-175SSA says live exchanges with eHealth Exchange began in 2009 and continue.ORG_EMERGENT_LLCorganizationEmergent, LLCVendor / Software MaintenanceFederal contractor receiving SSA delivery order 28321326FDX030114 for specified Oracle, SERS, and SSOARS software maintenance.observed_procurement_provider_20262026-10-054Vendor role is based on federal-award data mirrored from USAspending/SAM sources.ORG_EMPLOYMENT_NETWORKSorganizationTicket to Work Employment NetworksENsExternal Service ProvidersSSA-approved providers that furnish employment and support services to Ticket to Work beneficiaries.observed_current2026-10-035Organizational class, not a single legal entity.ORG_EQUIFAX_WSorganizationEquifax Workforce Solutions LLCEquifaxVendor / External PartnerPayroll data provider currently used by SSA for Payroll Information Exchange.observed_current2026-10-035Directly confirmed by SSA 2026 PIE materials.ORG_ESPYR_ACENTRAorganizationEspyr / AcentraTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_FBIorganizationFederal Bureau of InvestigationFBIExternal PartnerFederal law-enforcement partner receiving automated NIBRS submissions from SSA OIG.observed_current2026-06-105ORG_FDSorganizationFederal Disbursement ServicesExternal Partner / Treasury / PaymentsTreasury Fiscal Service component named in the 2026 SSA payment-schedule coordination with Do Not Pay.observed_current2026-10-055Modeled only for the documented payment-schedule coordination; internal organization topology is not inferred beyond Treasury context.ORG_FIFTH_THIRDorganizationFifth Third BankExternal Partner / Financial AgentFinancial institution selected by Treasury as the new Direct Express financial agent.observed_current2026-05-195ORG_FIRST_ADVANTAGEorganizationFirst AdvantageVendor / External PartnerCompany identified by its primary site as the provider of VerifyAdvantage.observed_current_vendor2026-10-034Vendor relationship is based on the provider's primary site rather than an SSA procurement record.ORG_FOUR_POINTSorganizationFour Points Technology LLCFour PointsVendorVendor holding SSA's documented commercial cloud services BPA and the 2024 Amazon Connect task order.documented_awardee_20252025-06-305ORG_FRBKCorganizationFederal Reserve Bank of Kansas CityFRBKCExternal Partner / PaymentsFederal Reserve Bank partner used in SSA International Direct Deposit routing.observed_current2026-08-255ORG_FRBRorganizationFederal Reserve Bank of RichmondRFRBExternal Partner / PaymentsFederal Reserve Bank named in active SSA POMS as the intermediary through which SSA sends Death Notification Entries to U.S. financial institutions.observed_current_policy_reference2026-10-054Routing statement is explicit in active POMS but the detailed DNE section was last revised in 2008, so current implementation technology is not inferred beyond the maintained policy.ORG_HIT_PARTNERSorganizationSSA Health IT Partner OrganizationsHIT PartnersExternal PartnerHealthcare organizations, HIEs, EHR networks, aggregators, hospitals and practices exchanging electronic medical records with SSA.observed_current2026-09-285SSA reported 398 partner organizations and 53,389 participating providers as of 09/14/26.ORG_HUDorganizationDepartment of Housing and Urban DevelopmentHUDExternal PartnerFederal partner in SSA Computer Matching Agreement 1061 for tenant-reported income verification.active_matching_partner2026-10-035Current SSA active matching-program list identifies HUD as partner for CMA 1061.ORG_HYPERSCIENCEorganizationHyperscienceTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_IBMorganizationIBMTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_IMMIXTECHorganizationimmixTechnology, Inc.immixTechnologyVendorFederal contractor receiving SSA's 2026 Pega re-compete award.observed_current_vendor2026-10-035ORG_INFORMATICAorganizationInformaticaTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_INSIDER_THREAT_RESILIENCYorganization_componentOffice of Insider Threat and ResiliencyEnterprise Security / Insider ThreatSSA office responsible for insider-threat and resiliency functions within the Office of Security and Resiliency.observed_current2026-09-305OIG identifies this as the principal entity reviewed for the 2026 Insider Threat Program audit.ORG_IRSorganizationInternal Revenue ServiceIRSExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_IRS_DISCLOSURE_SCANNING_OPorganization_componentIRS Disclosure Scanning OperationDSOExternal Partner / IRSIRS operational destination in Atlanta to which SSA sends designated written tax-information requests under current POMS.observed_current_policy_destination2026-10-025Organizational function only; internal IRS system architecture not inferred.ORG_IT_IRBgovernance_bodyInformation Technology Investment Review BoardIT IRBEnterprise IT GovernanceSSA governance body that votes on IT investment funding and governs the agency IT investment and management process.observed_current_reference2026-09-295OIG states the board includes the CIO, CFO, and representatives from SSA top-level components; current report covers FY2023-2025 funding decisions.ORG_LEIDOSorganizationLeidos, Inc.LeidosVendorHistorical contractor that provided technical and IT support resources for the SSA DCPS program under a completed federal delivery order.historical_awardee2026-10-035Current vendor status is not inferred from the completed award.ORG_MEDALLIAorganizationMedalliaTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_METTELorganizationManhattan Telecommunications Corporation, LLCMetTelVendorTelecommunications contractor documented as providing SSA services under the Grand SLLAM task order.documented_awardee_20252025-06-305ORG_MICROSOFTorganizationMicrosoftTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_MITREorganizationThe MITRE CorporationMITREVendor / FFRDC / Technology AdvisoryContractor awarded an SSA delivery order for an independent assessment of SSA network infrastructure and future-state recommendations.observed_procurement_provider_20262026-10-054Organization role is limited here to the observed 2026 SSA network-assessment award.ORG_NAPHSISorganizationNational Association for Public Health Statistics and Information SystemsNAPHSISIdentity / Vital RecordsExternal partner organization identified by SSA as collaborating on EVVE.observed_current_partner2026-06-105Public POMS identifies collaboration; contractual/technical hosting details are not stated.ORG_NARAorganizationNational Archives and Records AdministrationNARAExternal PartnerFederal records agency and official repository for covered U.S. military personnel records used in SSA military-service verification.observed_current2026-10-035ORG_NCHSorganizationNational Center for Health StatisticsNCHSactuarial / external data sourceFederal health-statistics organization whose mortality data are used by OCACT in historical and provisional death-rate development.observed_current_2026_trustees_input2026-10-0652026 Trustees Report identifies NCHS historical, cause-specific, and provisional mortality data as inputs.ORG_NEPSCorganization_componentNortheastern Program Service CenterNEPSCOperations / Processing CentersSSA program service center identified in current POMS as handling the ACDV consumer-dispute process.observed_current_role_reference2025-05-085Added only for the documented ACDV operational role; no inference about other NEPSC systems or workloads.ORG_NIH_CRC_RMDorganizationNIH Clinical Research Center Rehabilitation Medicine DepartmentNIH CRC/RMDFederal Partner / Disability ResearchNational Institutes of Health Clinical Research Center Rehabilitation Medicine Department, identified in the FAS PIA as the organization conducting the Functional Assessment Study.documented_current_pia_role2026-10-055Federal partner role is specific to the FAS study documented by the PIA.ORG_NTISorganizationNational Technical Information ServiceNTISExternal PartnerDepartment of Commerce service that receives SSA's public death file and distributes the public/Limited Access DMF.observed_current2026-10-035ORG_OAOorganizationOffice of Appellate OperationsOAOAppeals CouncilSSA component supporting the Appeals Council and federal-court related appellate work.observed_current2026-10-035ORG_OCSEorganizationOffice of Child Support EnforcementOCSEExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_OHOorganizationOffice of Hearings OperationsOHOHearings & AppealsSSA component responsible for hearing operations and ALJ adjudication.observed_current2026-10-035ORG_OPENAIorganizationOpenAITechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_OPLAWorganizationOffice of Program LawOPLawGovernance / Legal / Title XVISSA legal office consulted by Regional Trust Leads for pooled-trust evaluations before establishing or updating trust precedents.observed_current_policy_reference2026-10-065Named in current SSI trust POMS; organizational placement is not further inferred here.ORG_OPMorganizationOffice of Personnel ManagementOPMExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_ORSISorganizationOffice of Retirement and Survivors Insurance SystemsORSISTitle II / Title XVI / Systems OperationsSSA systems organization identified in POMS as performing automated mass postal change-of-address updates to master files.documented_current_policy_page_legacy_revision2026-10-074POMS page remains live but its substantive revision predates the 10-year research horizon; current organizational status/name should be revalidated before treating ORSIS as a present-day component.ORG_PASS_CADREorganizationRegional PASS CadresPASS CadresSSA Internal OperationsRegional PASS specialists/AWICs responsible for PASS development, adjudication, and monitoring.observed_current2026-10-035ORG_PA_AGENCIESorganizationProtection and Advocacy System OrganizationsP&AExternal PartnerState Protection and Advocacy organizations that conduct periodic onsite and other representative-payee reviews and educational visits on SSA behalf.observed_current2026-10-035ORG_PPDXorganizationProgram Policy and Data ExchangePPDXExternal Data Exchange / GovernanceSSA Law and Policy division serving as the agency focal point for data exchange activities and standardized data-exchange policy and procedures.observed_current2026-03-175Current POMS says data exchanges were placed under PPDX in 2026.ORG_PRISONSorganizationFederal, State and Local PrisonsPrisonsExternal PartnerEntities reporting prisoner information to SSA.observed_active2026-10-025ORG_RECLAMATIONS_TEAMorganization_componentReclamations TeamReclaimsPayments / Internal ControlSSA internal Reclamations Team identified in current POMS as responsible for certain SSI CORE credit corrections and special-voucher reimbursements.observed_current2026-10-075Modeled at the organizational-function level only; exact organizational hierarchy beyond the POMS description is not inferred.ORG_ROMANIA_NHPPorganizationNational House of Public Pensions (Romania)NHPPExternal Partner / InternationalRomanian liaison agency used by SSA for Totalization claims and information exchange.observed_current2026-10-045Current SSA Romania agreement instructions identify this organization as the Romanian liaison agency.ORG_RRBorganizationRailroad Retirement BoardRRBExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_RTRTorganizationRegional Trust Review TeamRTRTTitle XVI / Resources / TrustsRegional SSA review function that reviews SSI trust resource determinations submitted by Claims Specialists.observed_current_policy_reference2026-10-065POMS also identifies trust reviewers and regional trust leads within the review structure.ORG_SAUorganizationSubsidy Appeals UnitSAUSSA Internal OperationsSSA unit involved in MAPS subsidy appeals and manual correction processing.observed_current_reference2026-10-035ORG_SECURITY_RESILIENCYorganization_componentOffice of Security and ResiliencyEnterprise Security / GovernanceSSA security organization created from a Security and Resiliency consolidation intended to integrate agency security functions, including insider threat.observed_current2026-09-305OIG says the Commissioner established a Security and Resiliency component in September 2025 and identifies the Office of Security and Resiliency in its 2026 audit scope.ORG_SERVICENOWorganizationServiceNowTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.observed_current_software_provider2026-10-045Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship. FPDS records an SSA FSS BPA for ServiceNow software with ordering through March 29, 2029; Carahsoft is the contract awardee/reseller.ORG_SEWP_SOLUTIONSorganizationSEWP Solutions LLCTechnology Procurement / ResellerFederal contractor holding NASA SEWP V IDV NNG15SC19B, under which SSA placed infrastructure delivery orders.observed_contract_holder2026-10-045USAspending identifies SEWP Solutions LLC as the recipient for IDV NNG15SC19B.ORG_SKILLSOFT_PERCIPIOorganizationSkillsoft / PercipioTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_SSA_BUDGET_FUNCTIONorganization_functionSSA Budget Department (Trustees Report Reference)SSA BudgetSSA Internal / Budget / Actuarial InputsBudget function identified in the 2026 Trustees Report as providing estimates for the first several years of the administrative-expense projection.observed_current_report_reference2026-10-064Entity is intentionally generic because the Trustees Report uses “Budget department” rather than establishing a formal component name.ORG_SSA_CENTRAL_PROCESSINGorganizationCentral ProcessingCPSSA Internal Operations / Processing CentersSSA chief-level organization providing centralized oversight of all eight processing centers and managing several backend support functions.observed_current2026-10-055SSA announced the organizational realignment in July 2026; this entity represents the organization, not a technical system.ORG_SSA_DIBorganizationSSA Data Integrity BoardDIBGovernance / Data ExchangeSSA governance body whose clearance is required for Computer Matching Agreements under current data-exchange policy.observed_current_policy2026-10-055POMS requires DIB comments/clearance and DIB Chair signature for CMAs.ORG_SSA_FBUorganization_componentFederal Benefits UnitsFBUInternational Operations / Customer ServiceSSA/embassy or consular units identified as destinations for completed country-specific SSA-1199 International Direct Deposit forms.observed_current2026-10-075Generic organizational concept; individual FBU locations are not enumerated here.ORG_SSA_FIELD_OFFICESorganizationSSA Field OfficesFOsSSA Internal OperationsSSA field offices that receive matched cases from program-integrity data exchanges for review and development.observed_current2026-10-035Generic organizational class used for workflow mapping; individual office locations are not instantiated in this pass.ORG_SSA_FSorganizationSSA Office of Financial StatementsFSFinance / PaymentsSSA finance unit responsible for processing SERS non-programmatic refund requests and certain foreign-institution checks.documented_current_policy2026-10-075ORG_SSA_ISBorganization_componentInternational Support BranchISBInternational / TotalizationSSA branch identified as the contact point for U.S. certificate-of-coverage requests under the U.S.-Romania agreement.observed_current_policy2026-10-075Transport, persistence, and backend implementation are not disclosed by the public policy.ORG_SSA_OAGorganizationOffice of Acquisition and GrantsOAGProcurement / GrantsSSA organization responsible for agency-wide acquisition and grants programs and identified by SSA as its principal procurement office.observed_current2026-10-055Current OAG page establishes role; no internal system topology is inferred.ORG_SSA_OASorganizationOffice of Acquisition SupportOASProcurement / Policy and Cost AnalysisOAG component providing acquisition policy and cost-analysis audit support and administering the purchase card program.observed_current2026-10-065Current OAG organizational page; acronym used only as shorthand within Atlas and may overlap with other SSA uses.ORG_SSA_OCACTorganizationOffice of the Chief ActuaryOCACTActuarial / Trust FundsSSA organization responsible for actuarial estimates and projections supporting the OASDI trust funds and related program analysis.observed_current2026-10-055Mapped from the current 2026 Trustees Report methodology; no internal software architecture is inferred from the organizational role.ORG_SSA_OEIOorganization_componentOffice of Earnings and International OperationsOEIOInternational Operations / PaymentsSSA component identified in current international direct-deposit procedures as a processing and contact point for enrollment requests.observed_current_policy_reference2026-10-075Current page names OEIO; no internal application is inferred.ORG_SSA_OFPOorganizationOffice of Financial Policy and OperationsOFPOSSA Internal / FinanceSSA office whose analysts use MCAS for essential cost-accounting functions.observed_current_reference2026-08-065Organization name is taken directly from current Data.gov metadata; this run does not infer its broader organizational placement.ORG_SSA_OGCorganizationSSA Office of the General CounselOGCEnterprise / Legal / GovernanceSSA legal office identified in Data Exchange guidance as providing clearance for Interagency Agreement packages.observed_current_reference2026-10-075Organizational role only; internal substructure is not inferred.ORG_SSA_OIGorganizationSocial Security Administration Office of the Inspector GeneralSSA OIGProgram Integrity / InvestigationsIndependent SSA oversight organization conducting criminal investigations, audits, CDI operations, and fraud-related analytics.observed_current2026-10-035ORG_SSA_OITAorganizationOffice of Information Technology AcquisitionOITAProcurement / Information TechnologyOAG component responsible for acquisition of information technology products and related services.observed_current2026-10-055Current OAG page identifies OITA and its IT acquisition responsibility.ORG_SSA_OOCorganizationOffice of Operations ContractsOOCProcurement / Non-ITOAG component responsible for acquisition of headquarters and regional facilities services and other non-IT products and services.observed_current2026-10-065Current OAG organizational page.ORG_SSA_OPDorganizationSSA Office of Privacy and DisclosureOPDPrivacy / IRS DataOffice responsible for coordinating IRS notification after suspected or confirmed federal tax information disclosure; monitors SSA Loss Reporting Tool.documented_current_policy2026-10-075ORG_SSA_OQIorganization_componentOffice of Quality ImprovementOQISSA Internal / Program Integrity / QualitySSA office named in the current CMA cost-benefit attachment as developer of the DIFSLA profiling module.historical_or_current_role_uncertain2026-10-064The attachment establishes the development role but does not establish whether OQI retains the same organizational placement/name in 2026.ORG_SSA_ORESorganizationOffice of Research, Evaluation, and StatisticsORESResearch / Statistics / PolicySSA research and statistics organization publishing MINT methodology and distributional projection products.observed_current2026-10-055Current SSA MINT overview identifies this office; organizational placement beyond the public page is not inferred.ORG_SSA_RQ_GAPorganizationRisk and Quality Governance and Performance ReviewRQ/GAPPayments & DebtRQ/GAP reviewers assess proposed high-dollar waiver approvals of $20,000 or more and complete final second PIN review per policy.documented_current_policy2026-10-075ORG_SSA_SDRMorganization_componentState Disability Resource Management DivisionSDRMDisability / DDS / Financial ManagementSSA Disability Adjudication component identified as distributing State DDS financial-management forms electronically and through an internal intranet site.observed_current_policy_reference2026-10-075Source identifies the organizational role; no separate IT system is inferred for the division itself.ORG_STATESorganizationState AgenciesStatesExternal PartnerState agencies participating in SSA data exchange and matching.observed_active2026-10-025ORG_STATE_AEorganizationState Affordable Insurance ExchangesState AEsExternal PartnerState Affordable Insurance Exchanges that use the CMS Hub for eligibility-verification data.observed_current2026-03-095CMA 1097 identifies state AEs as consumers of trusted data source results through the Hub.ORG_STATE_BVSorganizationState Bureaus of Vital Statistics / Vital Records AgenciesState BVSExternal PartnerState and local vital-record authorities transmitting birth/death information used in SSA enumeration/death processing.observed_current2026-10-035ORG_STATE_DMVorganizationState Departments of Motor VehiclesDMVExternal Partners / Address & IdentityGeneric state motor-vehicle agencies documented by SSA as a debtor-location resource during skiptracing.documented_operational_resource2025-11-204Generic partner class, not a claim of one nationwide SSA-DMV interface or AAMVA-mediated transport.ORG_STATE_MEDICAIDorganizationState Medicaid AgenciesState MedicaidExternal PartnerState agencies that determine Medicaid/MSP eligibility and receive SSA referral information.observed_current2026-10-035ORG_STATE_VR_AGENCIESorganizationState Vocational Rehabilitation AgenciesState VR AgenciesExternal Government PartnersState government components administering public vocational-rehabilitation programs and participating in SSA Ticket/VR reimbursement processes.observed_current2026-10-035Organizational class covering state/territorial VR agencies.ORG_STERLING_COMPUTERSorganizationSterling Computers CorporationSterling ComputersVendor / InfrastructureTechnology reseller/integrator holding the NASA SEWP V IDV under which SSA placed a 2026 Data Replication Network delivery order.observed_current_vendor2026-10-045Legal business name shown on USAspending IDV record.ORG_SVB_CPSorganizationSpecial Veterans Benefits Central Processing SitesSVB CPSSSA Internal OperationsDesignated SSA central processing sites responsible for SVB applications filed abroad and post-residency case actions.current_poms_retained_detailed_topology_old2026-04-134ORG_TIBCOorganizationTIBCOTIBCOVendor / Integration SoftwareSoftware vendor identified by SSA as developer and support provider for the Managed File Transfer product used with State Transmission Components.documented_current_vendor_reference2026-10-045The public SSA FAQ documents an SSA-TIBCO licensing arrangement but does not disclose contract identifier, version, or current reseller.ORG_TOTALIZATION_PARTNERSorganizationTotalization Partner CountriesExternal PartnerForeign countries with U.S. Social Security totalization agreements participating in relevant data exchanges.observed_current2026-10-035Current GSO lists a service for totalization partner countries.ORG_TRANSUNIONorganizationTransUnionTransUnionVendor / Telecommunications / Fraud PreventionCommercial provider named in SSA procurement records for outbound-call spoof-proofing and call-branding capability.observed_procurement_provider_20262026-10-054Provider association is explicit in the government award description reproduced by federal-award data mirrors. No broader SSA relationship is inferred.ORG_TREASURYorganizationDepartment of the TreasuryTreasuryExternal PartnerFederal department receiving SSI payment files and providing payment-related input to SSA.observed_current2026-10-035ORG_TREASURY_OTAorganizationDepartment of the Treasury Office of Tax AnalysisOTAExternal Partner / Treasury / Actuarial InputsTreasury office whose estimates are used by SSA Actuarial Services in projecting OASDI trust-fund income from taxation of benefits.observed_current_report_reference2026-10-065Role documented directly by the 2026 Trustees Report.ORG_TRIBAL_ENTITIESorganizationTribal EntitiesExternal PartnerGeneric partner class for tribal entities participating with SSA under model computer matching agreement 6004.active_matching_partner2026-10-045Represents partner scope, not a single tribal government.ORG_USAOorganizationUnited States Attorney's OfficeUSAOExternal Partner / Federal Court LitigationUnited States Attorney office receiving/routing Social Security certified administrative records for federal district court litigation.observed_current_partner2026-10-055Modeled as an external litigation partner category; individual district offices are not enumerated here.ORG_USCISorganizationU.S. Citizenship and Immigration ServicesUSCISExternal PartnerDHS component providing EAE/EBE enumeration data and participating in E-Verify.observed_current2026-10-035ORG_USDA_FNSorganizationUSDA Food and Nutrition ServiceFNSExternal Partner / Nutrition AssistanceDepartment of Agriculture component participating with States and SSA in the Combined Application Project.observed_current_policy2026-08-045ORG_USPSorganizationUnited States Postal ServiceUSPSExternal Partner / AddressFederal postal service that supplies National Change of Address information, mass address/ZIP changes, and address-location responses used in SSA address workflows.observed_current_partner2026-10-055ORG_US_BANKorganizationU.S. BankExternal PartnerTreasury financial agent identified in SSA POMS as processing lockbox remittances and depositing funds for the government.documented_lockbox_financial_agent2026-10-034Relationship is based on SSA lockbox operating instructions; current Treasury financial-agent arrangements should be periodically revalidated.ORG_VAorganizationU.S. Department of Veterans AffairsVAExternal Partners / VeteransFederal department that identifies veterans receiving 100 percent permanent and total disability compensation and provides SSA weekly information through an automated data exchange.observed_current_partner2026-10-075POMS names VA as the source. Component-level ownership of this specific feed is not asserted.ORG_VBAorganizationVeterans Benefits AdministrationVBAExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_VERIZONorganizationVerizon Business Network Services, Inc.VerizonVendorContractor for SSA's Next Generation Telephony Project.historical_ngtp_vendor2025-04-235ORG_VHAorganizationVeterans Health AdministrationVHAExternal PartnerFederal computer-matching partner.observed_active2026-10-025ORG_VYONDorganizationVyondTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_WBDOCorganizationWilkes-Barre Data Operations CenterWBDOCSSA Internal OperationsSSA operations center historically documented as receiving paper wage reports and converting them to electronic wage data for AWR.documented_architecture2026-10-033Detailed source is older; current paper filing remains available but current routing has not been revalidated in this pass.ORG_WESTATorganizationWestatExternal Partner / Disability ResearchExternal survey/research organization that built and hosts the Functional Assessment Study Calibration SMS and collects participant information under the study chain.documented_current_pia_role2026-10-055PIA names Westat as an external survey center; no broader SSA-wide vendor relationship is inferred.ORG_WINDSURForganizationWindsurfTechnology Ecosystem / AI VendorExternal technology provider named in SSA's 2025 public AI use-case inventory.named_vendor_in_2025_ai_inventory2026-04-135Vendor association is use-case-specific and does not imply an enterprise-wide or exclusive relationship.ORG_WSUorganizationWorkload Support UnitsWSUSSA Internal OperationsSSA units assigned MAPS verification workload.observed_current2026-10-035PAY_USDCpayment_instrumentUnited States Debit CardUSDCTitle XVI / PaymentsElectronic debit-card payment instrument used by SSA through TPPS for Emergency Advance Payments and Immediate Payments effective 2026-02-09.observed_current2026-10-035Public POMS does not identify the card network, processor, issuing bank, or internal TPPS implementation; none is inferred.PLAT_ACI_2016cloud_platformAgency Cloud InfrastructureACIInfrastructure / CloudSSA cloud platform architecture used to provision compute, storage, and network resources for modern development and data platforms, including MDE, BORG CED, and EDW.historically_authorized_fy20162016-11-165SSA said the pilot used Amazon Web Services and testified that ACI received SSA's first provisional cloud ATO in FY2016. Current 2026 deployment status is not inferred.PLAT_ADDSplatformAnalytics and Disability Decision SupportADDSDisability / Decision SupportSSA disability analytics/decision-support investment that includes IMAGEN.observed_active_investment2025-06-265GAO says investment began in 2017 and is expected to complete in March 2027.PLAT_AVERISOURCEplatformAveriSource PlatformApplication Development / ModernizationVendor platform identified as the authorized system for SSA intelligent code modernization.deployed2026-04-135Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.PLAT_BSOplatformBusiness Services OnlineBSOEmployer ServicesSSA external-service gateway/suite for employer wage reporting and SSN verification, organizational representative-payee reporting, appointed-representative access, and consent-based SSN verification.observed_current2026-10-075Current SSA employer-services guidance continues to direct employers to BSO for wage-report name/SSN error retrieval and correction workflows.PLAT_CMS_FDSHplatformCMS Federal Data Services HubFederal Data Services HubExternal Data Exchange / CMSCMS hub platform through which CMS and state Affordable Insurance Exchanges access trusted data-source verification results.observed_current2026-03-095CMA 1097 CBA states state AEs access trusted-data-source data through the Hub rather than directly.PLAT_EBIplatformEnterprise Business Intelligence PlatformEBIEnterprise Data / Research & StatisticsSSA enterprise business-intelligence platform described as providing analytics and data-integration tools for efficient access to and analysis of agency records.observed_current_budget_program2026-10-045FY2027 Congressional Justification describes EBI-supported data development and planned enhanced EBI tools. Product/vendor stack is not publicly identified.PLAT_EDIBplatformElectronic Disability SystemeDIBDisability / Electronic Case ProcessingMajor application / authorization boundary consisting of interrelated subsystems supporting electronic disability intake, development, adjudication, hearings and appeals.observed_operational_framework2026-10-0352018 PIA remains in current PIA catalog and current POMS continues to use eDIB/electronic-folder concepts. Individual subsystem status is evaluated separately.PLAT_EDIB_CLOUDplatformeDIB CloudDisability / CloudAuthorized system named in the SSA AI inventory for the Vocational Assessment Assistant Tool (VAAT).deployed2026-04-135Modeled separately from the existing eDIB platform because the public inventory specifically names eDIB Cloud and does not establish that the two are architecturally identical.PLAT_ICON_HUBplatformInterstate Connection Network HubICON HubExternal Data Exchange / LaborDepartment of Labor network hub used for interstate benefit and unemployment-insurance data exchange.observed_current2026-09-225Current UIQ inventory explicitly identifies the DOL ICON Hub.PLAT_INFORMATICA_EDCplatformInformatica Enterprise Data CatalogEDCEnterprise Data / CatalogEnterprise Data Catalog identified as the authorized system for the Data Governance Product use case.deployed2026-04-135Status and scope reflect the public 2025 SSA AI inventory as consolidated by OMB in April 2026; the inventory may not expose the full system boundary.PLAT_MDEplatformModern Development EnvironmentMDEApplication Development / CloudSuite of tools and engineering practices SSA established to support modern software development.historically_documented_aws_platform2016-05-264SSA testified in 2016 that MDE was established in AWS. No claim is made that the 2016 MDE boundary or toolchain is unchanged in 2026.PLAT_MODERN_DATA_LAYERplatformModern Data LayerMDLEnterprise Data / IntegrationSSA modernization initiative intended to create centralized customer-oriented data products connecting front-end applications with backend data stores.fy2026_budgeted_modernization2026-10-034Budget evidence establishes the initiative and design intent; this run does not claim a completed production deployment.PLAT_MS_TEAMSplatformMicrosoft TeamsMS TeamsTechnology / CollaborationThird-party collaboration/video platform used by SSA for online video hearings.observed_current2026-10-035PLAT_N8NN_CCAASplatform_categoryNational 800 Number Contact Center as a ServiceN8NN CCaaSCustomer Service / Telephony / Cloud Contact CenterCCaaS category included in National 800 Number performance metrics beginning March 23, 2023.documented_metric_scope2026-10-065This generic category does not by itself identify the provider. Separate Atlas evidence establishes the later Amazon Connect transition.PLAT_NETWORKplatformEnterprise Wide Mainframe & Distributed Network Telecommunications Services SystemInfrastructure / NetworkSystem/application/project listed in SSA's current PIA catalog; PIA signed 2008-09-08.listed_in_current_pia_catalog2008-09-084Catalog placement is evidence of a non-retired PIA listing, not by itself proof of current production status.PLAT_NGTPplatformNext Generation Telephony ProjectNGTPCustomer Service / TelephoneSSA telephony modernization platform intended as a unified communications solution replacing legacy telephone systems.abandoned_for_n8nn_20242025-04-235OIG says SSA transitioned the National 800 Number away from NGTP on 2024-08-22 after about ten months of use.PLAT_NUANCE_IVRplatformNuance IVR SystemNuance IVRCustomer Service / TelephonyInteractive voice response system referenced by SSA's current Nuance Application Reporting inventory record.referenced_by_current_inventory2026-09-174Existence is directly referenced, but no standalone current SSA catalog record or detailed architecture was located in this run.PLAT_SHAREPOINTplatformSharePointEnterprise Collaboration / RecordsAgency repository platform explicitly cited by SSA for maintaining representative conduct information.observed_current_enterprise_use2026-10-045Only the representative-conduct repository use is established here; enterprise deployment scope/version is not inferred. FY2027 Congressional Justification reports FY2025 upgrading, testing and migration of OASDI, SSI and earnings-related statistical-publication tasks with SharePoint.PLAT_TP_CYBER_RISK_MONplatformThird-Party Cyber Risk Monitoring PlatformCybersecurity / Third-Party RiskAgency-selected platform used as a specialized due-diligence tool in SSA third-party cybersecurity risk assessments and continuous monitoring.observed_current_product_unspecified2026-10-055SSA publicly names the functional platform but not its commercial product, vendor, hosting, or interfaces.PORTAL_DEEMING_LISTINGSinternal_portalDeeming Listings PageDeeming ListingsTitle XVI / Deeming / Work ControlInternal read-only web page where SSA posts the annual October list of manual-deeming cases that require field-office manual payment computations.observed_current_policy_reference2026-10-075POMS states these cases are not controlled by SUMS/MCAS MI Central and have no SSR diary.PORTAL_SSA_DIGITAL_LIBRARYinternal_portalSSA Digital Library Electronic Resources SiteSSA Digital LibraryEnterprise Knowledge / External Data AccessSSA internal electronic-resources portal used to access subscription resources including J.D. Power Values Online.observed_current_reference2026-10-045Public POMS documents the portal and navigation path; implementation, authentication, and hosting are not disclosed.PORTAL_SSA_OPEN_DATApublic_portalSSA Open Data PortalEnterprise Data / Open DataSSA public portal for discovering data assets and accessing publicly releasable SSA data and associated metadata.observed_current2026-10-065The portal distinguishes public release from protected SSA administrative data and points users to the Federal Data Catalog for the comprehensive inventory.PORTAL_SUMS_MCAS_MI_CENTRALportalSUMS/MCAS MI CentralMI CentralTitle XVI / Management InformationSSA SUMS/MCAS management-information portal used to retrieve redetermination/limited-issue workload and alert data.observed_current2026-075Current POMS describes IRS and pension alert data as retrievable through SUMS/MCAS MI Central and points users to the MI Central Page.PROC_1634_MEDICAIDbusiness_processSSA Medicaid Eligibility Determination under Section 1634Section 1634 MedicaidTitle XVI / Medicaid / State CoordinationProcess under which SSA makes Medicaid eligibility determinations for qualifying SSI/State supplementary payment recipients in States with a section 1634 agreement.observed_current_policy2026-10-075Modeled as a program process governed by State agreements; no undocumented exchange file or system is inferred.PROC_ACQ360_SURVEYprocessAcquisition 360 Voluntary SurveyAcquisition 360Procurement / Acquisition FeedbackSSA acquisition feedback process using FAR provision 52.201-1 in qualifying solicitations posted to SAM.gov; vendor responses are voluntary and anonymous.observed_current_guidance2026-10-055Current OAG requires the provision for IT acquisitions over the simplified acquisition threshold and non-IT acquisitions above $10 million estimated life value; encouraged elsewhere.PROC_ADMIN_OFFSETprocessAdministrative OffsetDebt & External CollectionsReduction or withholding of eligible Federal or State payments to collect delinquent SSA debt.observed_current2026-10-035PROC_ADMIN_SANCTIONSprocessAdministrative Sanctions ProcessingAdministrative SanctionsProgram Integrity / Administrative SanctionsSSA process for imposing or deferring sanctions across Title II and Title XVI and recording the sanction period.observed_current2026-10-035PROC_ADRP_CONTACTbusiness_processADRP Advance Designee Contact DevelopmentPayee / Person IdentityOrdered contact and documentation process for possible future representative payees with minimum contact attempts and confidentiality controls.documented_current_policy2026-10-075PROC_AEROprocessAutomated Earnings Reappraisal OperationAEROTitle II / Benefit RecalculationPost-entitlement earnings reappraisal process used to recompute benefit amounts after earnings changes; legacy AJS-1 system functionality was incorporated into T2R.observed_current_process2026-10-035Current POMS still refers to pending and completed AERO actions; represented as a process rather than a separate current system.PROC_AFI_GEOREQUESTbusiness_processe4641 GeoRequest Financial Institution SearchGeoRequestTitle II / Title XVI / Financial Verificatione4641 function allowing up to twelve financial-institution searches in the geographic area where an overpaid individual resides for waiver development.observed_current_policy2026-10-075Residence is used to scope the financial-institution search. This does not establish an address update to a master SSA record.PROC_ANOMALOUS_WAGE_REVIEWbusiness_processAnomalous Electronic Wage Reporting ReviewAnomalous Wage ReviewEarnings / Program IntegritySSA process for holding, investigating, accepting/rejecting, and potentially sanctioning anomalous electronic annual wage reports and misuse of electronic wage-reporting services.observed_current2026-10-055Current POMS applies to SSA electronic wage reporting services and preserves a hold/investigation boundary before suspect wage reports post to earnings records.PROC_AOTPpayment_processAutomated One-Time PaymentA-OTPTitle XVI / PaymentsTitle XVI one-time payment process used when the SSI system can issue an automated one-time payment; successful A-OTP issuance is annotated on the SSR.observed_current2026-10-035Modeled as a payment process, not as a standalone application, because current public policy does not name a separate A-OTP application.PROC_APRYSE_RENEWAL_2026contractApryse PDFTron PDFNet SDK Renewal Solicitation 28321326Q00000144Procurement / Document ProcessingSSA solicitation for a 12-month software renewal of Apryse PDFTron PDFNet SDK to support DCE.solicitation_closed2026-05-065Modeled as a solicitation only; no awardee, award value, or contract performance is inferred.PROC_AUTO_ENUM_SCREENprocessing_systemAutomated Enumeration Screening ProcessIdentity / Enumeration / External VerificationSSA Numident verification process/system used for newborn SSN requests submitted through Enumeration at Birth and Department of Homeland Security applications for new and replacement SSNs.observed_current_reference2026-10-045OIG lists it among five Numident verification systems reviewed in 2026; SSA could not provide management-information reports for it. Physical implementation and interfaces are not disclosed.PROC_AWGprocessAdministrative Wage GarnishmentAWGDebt & External CollectionsAdministrative collection process under which employers withhold eligible delinquent SSA debts from disposable wages.observed_current2026-10-035PROC_AWI_CALCstatistical_processAverage Wage Index CalculationAWI CalculationActuarial / Statistical ProductionOACT calculation process that applies growth in current-year versus prior-year raw average wages to the previous AWI to produce the next national Average Wage Index.observed_current_methodology2026-10-055Current OACT methodology is captured at the formula level; implementation software and production platform are not disclosed.PROC_AWRprocessAnnual Wage ReportingAWREarningsSSA process for receiving, validating, processing and posting annual employer wage reports.observed_current2026-10-035PROC_BL_PARTC_OFFSETprocessBlack Lung Part C Offset ProcessingBL Part C offsetTitle II / Workers CompensationSSA processing of Black Lung Part C as workers compensation for Title II offset purposes.observed_current_reference2026-10-034Detailed workflow source is older but remains online policy.PROC_BL_RESIDUAL_SUPPORTprocessSSA Residual Black Lung Post-Entitlement SupportBlack Lung residual supportBlack Lung / PaymentsResidual SSA post-entitlement work performed after administration of Part B Black Lung largely transferred to DOL.observed_current_reference2026-10-034POMS states SSA continues designated post-entitlement actions under a reimbursable agreement; exact workload scope is not fully published.PROC_BPOprocessBenefit Payment OffsetBPOPayments / External OffsetTreasury-administered automated process that reduces eligible Title II benefit payments to collect delinquent non-tax debts owed to other Federal agencies.observed_current2026-10-035PROC_BSO_AUTHORIZATIONbusiness_processBusiness Services Online Authorization ProcessBSO Authorization ProcessEarnings / Employer / Identity and AccessPlanned updated BSO authorization process supporting optional Employer Signature PIN use for electronic wage reports.planned_december_20262026-10-045SSA describes this as anticipated for the annual wage reporting season starting December 2026; it is not modeled as already deployed.PROC_BSO_NONSSN_IDMEbusiness_processBSO Non-SSN ID.me Registration PathBSO Non-SSN RegistrationEmployer Services / Identity and Access2026 registration path allowing a BSO registrant without an SSN to use an ITIN or passport for an ID.me credential before accessing BSO.observed_current2026-10-065SSA guidance says registration may occur regardless of foreign or domestic address and BSO requires MFA. This does not establish that SSA stores the passport, ITIN, or address used by ID.me.PROC_CAPinteragency_programCombined Application ProjectCAPTitle XVI / External Benefits CoordinationGovernment partnership that streamlines SNAP enrollment for certain one-person households eligible for SSI; includes standard and modified models.observed_current_policy2026-08-045Standard CAP involves SSA SSI application/redetermination activity; modified CAP does not require SSA coordination.PROC_CAR_USAO_ROUTINGbusiness_processCertified Administrative Record Routing to U.S. AttorneyCAR RoutingAppeals / Federal CourtOAO court-case process for finalizing a CAR, making it available in eView, uploading it to USAfx, completing ARPS actions, and routing it for federal-court filing.observed_current_hallex2026-10-055Paper-file routing remains an exception path in jurisdictions/cases requiring paper.PROC_CASEWARE_IDEA_2024procurement_noticeCaseware IDEA NLS Subscription Renewal 28321324Q0000007428321324Q00000074Procurement / Analytics SoftwareSSA solicitation for renewal of a concurrent-license subscription for Caseware IDEA NLS software.inactive_solicitation_2024; award_not_inferred2024-02-135SAM.gov notice states this was a renewal of purchase 28321323P00050024. Awardee and post-2024 operational status are not inferred.PROC_CDB_MEDICAID_SDXbusiness_processChildhood Disability Beneficiary Medicaid Continuation NotificationTitle II / Medicaid ExchangesCurrent POMS says SSA notifies 1634 States via SDX about specified CDB/DAC SSI-loss continuation groups; older notice details are historical and not a new API.documented_current_policy2026-10-075PROC_CDR_MAILERbusiness_processContinuing Disability Review Mailer ProcessCDR MailerDisability / Continuing Disability ReviewSSA process using the SSA-455 Disability Update Report and scannable variants to screen selected beneficiaries for CDR deferral, full CDR referral, or processing-center review.observed_current_policy_process2026-10-045Current retained POMS and 2024 emergency guidance document the process. Older POMS sections describe legacy physical routing through WBDOC/NCC; those details are not generalized as current infrastructure without newer corroboration.PROC_CONTINGENT_LIABILITY_RECOVERYbusiness_processContingent Liability Overpayment Recovery ProcessDebt & OverpaymentsBusiness process for transferring, monitoring, and recovering certain OASDI overpayments from overpaid individuals or contingently liable individuals, including benefit withholding and external collection where applicable.observed_current_process2026-09-305Modeled at the business-process level from OIG and referenced POMS; not a software system.PROC_CORRESPONDENT_BANKINGpayment_processCorrespondent Banking Direct DepositPayments / International / Direct DepositDirect-deposit arrangement in which a U.S. financial institution receives the federal payment and forwards funds to a partner financial institution in the beneficiary country.observed_current_policy_reference2026-10-055POMS documents direct MBR input through Auto Enrollment or manual FBU/OEIO input and uses RTND as a routing reference.PROC_CO_MASS_LOSS_REPLACEMENTprocessCentral Office Mass Loss Systems Replacement ProcessCO Mass Loss Systems ReplacementPayments / Paper Checks / NonreceiptCentral-office process used when SSA declares a qualifying mass loss and centrally handles large volumes of nonreceipt actions rather than requiring individual field-office or teleservice inputs.observed_current_policy_process2026-10-075Current POMS says DFPC determines whether to implement central-office systems replacement.PROC_CPASprocessCommercial Product Alternative Signature ProcessCPASElectronic Signatures / Claims and RepresentationSSA process for accepting qualifying signatures affixed by approved commercial software products on specified forms and writings.observed_current2026-10-045Current POMS distinguishes CPAS from agency-generated e1696/e1693 AdobeSign portals and Upload Documents.PROC_CPICgovernance_processCapital Planning and Investment Control ProcessCPICEnterprise IT GovernanceSSA process for planning, selecting, controlling, and evaluating information-technology investments.observed_current2026-09-295OIG describes four phases: Plan, Select, Control, and Evaluate.PROC_CPRprocessCross-Program RecoveryCPRDebt & Internal RecoverySSA process for recovering Title II, Title VIII and Title XVI overpayments from benefits payable under another SSA-administered program where authorized.observed_current2026-10-035PROC_CSCRAprocessCybersecurity Supply Chain Risk AssessmentCSCRACybersecurity / AcquisitionSSA pre-award cybersecurity supply-chain risk assessment used to determine contractor eligibility and identify mitigating controls.observed_current2026-10-055Current OAG page explicitly names the process; implementation workflow beyond documented tools is not inferred.PROC_DATA_PIPELINE_RFI_2026contractData Pipeline Solution RFI 28321326RI0000020Procurement / ObservabilitySSA market-research RFI for a data pipeline solution supporting extensive log creation and retention, aggregation into a single stream, and layered encryption/access control.rfi_closed2026-05-155Market research only; no deployed product, vendor, or award is inferred.PROC_DATS_DEATH_DEVELOPMENTbusiness_processDATS Unresolved Death Development ProcessProgram Integrity / Death / IdentityDeath-alert development workflow for unresolved contacts, including SSA-2708 outreach, a 45-day diary, and DIPS death input as a non-responder if required evidence or contact is not received.observed_current_policy2026-10-075Separate from the erroneous-death correction path already mapped.PROC_DCR_MEDICAL_CDRprocessNational Medical CDR Processing at Disability Case ReviewDCR Medical CDRDisability / Program IntegrityTransition of medical Continuing Disability Review processing from State DDSs to SSA Disability Case Review for nationwide federal processing.transition_announced_in_progress2026-03-125SSA announced the transition March 12, 2026. Public sources establish the operational direction but do not establish a single application or database dedicated to this national workload.PROC_DCR_RR_DUALprocessDCR Railroad Dual-Eligibility Disability ProcessingDCR RR Dual EligibilityDisability / External CoordinationWorkflow in which field offices route qualifying railroad dual-eligibility disability claims to DCR for adjudication and coordination with the Railroad Retirement Board.observed_current2026-04-165DCR receives the CEF claim in DCPS, adjudicates, and forwards the case to the field office for final processing; paper MDF applies to cases excluded from EDCS.PROC_DDS_ACCURACY_REVIEWprocessDDS Accuracy Quality Assurance ReviewDDS Accuracy ReviewDisability / Quality AssuranceSSA review process that samples initial DDS favorable and unfavorable disability determinations to assess compliance and state/national net accuracy.observed_current_program2026-10-055Open Data documentation says approximately 70 favorable and 70 unfavorable determinations from every state are randomly reviewed every three months.PROC_DDS_CE_OVERSIGHTprocessDDS Consultative Examination Oversight ProcessDDS CE OversightDisability / Consultative ExaminationsAnnual oversight process covering CE provider quality, credentials, complaints, onsite reviews, provider rosters and fee schedules.observed_current2026-09-025PROC_DDS_STATE_FUNDING_AUTHbusiness_processDDS State Funding Authorization and DrawdownDDS FundingDisability / DDS / FundingProcess by which SSA authorizes State DDS obligations and State agencies draw pre-authorized Federal funds through Treasury ASAP.observed_current2026-10-075Current POMS documents SSA-872 authorization and ASAP electronic drawdown; internal SSA budget systems are not inferred.PROC_DD_BANK_VERIFICATIONprocessReal-Time Direct Deposit Bank VerificationReal-Time Bank VerificationPayments / Fraud PreventionSSA fraud-control process applying real-time bank verification to direct-deposit change requests, including Treasury BFS Account Verification Service.observed_current20265Verification occurs before or during direct-deposit change processing; no inference that AVS itself writes MBR/SSR payment records.PROC_DEBT_SKIPTRACEprocessDebt SkiptracingSkiptracingDebt & Overpayments / Address ProvenanceProcess used to locate debtors when normal telephone or mail contact fails, using sources including credit bureaus, MBR/SSR, MEF, DMV and USPS.current_retained_poms_process2025-11-204Underlying procedure was revised in 2008 but remains explicitly listed in the current November 2025 debt-recovery POMS subchapter. Implementation details may have changed; only still-published steps are modeled.PROC_DECOR_NO_MATCH_MAILINGbusiness_processDecentralized Correspondence No-Match MailingDECOREarnings / Wage Corrections / Address ProvenanceHistorical process that mailed no-match letters to employees, self-employed workers, or employers using addresses available from wage/IRS data and postal validation.suspended_since_20122026-10-075Current POMS documents the historical process; all listed DECOR letters were suspended effective August 23, 2012.PROC_DHS_ALIEN_DEPARTURE_ADDR_DEVprocessTitle II DHS Alien Departure Address DevelopmentDHS Alien Departure Address DevelopmentTitle II / Address ProvenanceManual Title II workflow triggered by DHS I-131/reentry-permit information when a beneficiary did not report departure; staff review MBR, develop the correct address, and process qualifying domestic-to-foreign changes through POS PEAD.observed_current_policy_reference2026-10-055This is evidence of DHS information triggering address development, not a DHS-to-MBR automatic address write.PROC_DIFSLA_INDEPENDENT_VERIFYbusiness_processDIFSLA Independent Verification Before Adverse ActionDIFSLA Independent VerificationTitle XVI / IRS Match / VerificationRequired development step in which SSA independently verifies IRS unearned-income match information before denial, suspension, reduction, or termination of benefits.observed_current2026-10-065Current CMA expressly requires independent verification and an opportunity to contest; IRS match data is therefore not modeled as an automatic master-record update.PROC_DIRAprocessDigital Identity Risk AssessmentDIRAIdentity / Digital Service GovernanceSSA assessment required for public-facing applications and automated telephone services to determine required identity-proofing, authentication, and federation security levels.observed_current_requirement2026-10-055January 2026 SSA procurement requirements explicitly define DIRA scope; this does not establish implementation tooling.PROC_DISABILITY_DENIAL_REVIEWprocessDisability Denial ReviewDenial ReviewDisability / Quality AssuranceSSA review of denied DDS disability cases for policy compliance and support by medical and vocational evidence; a statistical model selects cases matching high-error-risk profiles.observed_current_program2026-10-055Open Data documentation covers cases from 52 DDSs and annual national results from FY2013 onward.PROC_DISABILITY_OCC_EVALprocessDisability Occupational Information EvaluationOccupational EvaluationDisability / AdjudicationDisability adjudication step that evaluates occupational information to determine whether a claimant can perform past work or adjust to other work in the national economy.observed_current2026-10-065Logical adjudication process established by SSA OIS documentation; no physical application is inferred from this process object.PROC_DNP_SOURCE_DATA_CORRECTIONgovernance_processDo Not Pay Source Data Correction ProcessDNP Data CorrectionData Governance / Payment IntegrityTreasury Do Not Pay correction workflow in which source agencies retain data-quality and correction responsibility and validated corrections are reflected at the original source and within Do Not Pay.observed_current_governance2026-09-155For Numident, this preserves SSA as the authoritative source/correction point rather than making Do Not Pay a new identity master.PROC_DOTELprocessDistrict Office Telephone ProcedureDOTELSSA Internal CommunicationsPriority telephone-based intercomponent assistance method for initial entitlement and certain post-entitlement situations.observed_current_reference2026-10-035A business process rather than an application.PROC_DQR_QUALITY_REVIEWprocessDisability Quality Review ProcessDQR processDisability / Quality ReviewCurrent federal quality-review business process for sampled disability determinations.observed_current2026-09-105Separated from the historical DQR case-processing system.PROC_DUAL_COAprocessDual Title II / Title XVI Change of Address ProcessingDual COAPerson / AddressCross-program change-of-address workflow for concurrent SSI/RSDI cases requiring separate master-record inputs.observed_current_policy_reference2026-10-055Current POMS explicitly states one input cannot change both MBR and SSR in dual SSI/RSDI cases.PROC_DUAL_MBR_SSR_COAprocessDual SSI/RSDI MBR and SSR Change-of-Address ProcessingDual MBR/SSR COAPerson / Address Provenance / Title II / Title XVIChange-of-address workflow for dually entitled SSI/RSDI cases in which separate inputs are required to update the MBR and SSR; one input cannot change both master records.observed_current_policy2026-10-055Important negative-architecture control: current POMS documents separate master-record updates rather than automatic cross-master address synchronization.PROC_DX_SOFTWARE_LICENSE_GRANTprocessData Exchange Software License Grant ProcessExternal Exchanges / Secure Transfer GovernancePolicy-controlled process through which SSA may provide external exchange partners with software licenses needed to communicate securely with SSA.observed_current2026-10-055Current POMS says DEISB may issue separate test and production licenses when vendor-contract terms allow. The licensed product and vendor vary or are not publicly identified.PROC_EAB_TRUMP_ACCOUNT_ENROLLMENTbusiness_processEnumeration at Birth Trump Account Enrollment AssistanceEAB-TAIdentity / Enumeration / External Program EnrollmentSSA-announced process to use the Enumeration at Birth touchpoint to help parents enroll eligible newborns in Trump Accounts and update hospital guidance/forms.announced_launch_20262026-07-035SSA announcement establishes the business process and EAB nexus but does not expose the technical interface to Treasury/IRS account-creation systems.PROC_ECO_UNDELIVERABLEprocessECO Undeliverable Notice ProcessingDebt & External Collections / Returned MailExternal Collection Operation process for recording returned undeliverable external-collection notices, stopping or reversing specified external-collection actions, and re-requesting a debtor address.observed_current_policy2026-10-055Covers documented Title II and Title XVI pre-offset returned-mail handling. Physical implementation beyond named ECO screens/data structures is not inferred.PROC_EDCS_MAINFRAME_PROPAGATIONbusiness_processEDCS Mainframe Data PropagationEDCS PropagationDisability / Person DataControlled process by which MCS, MSSICS, ICDB, Numident, SSR, appointment screens, and MBR supply claimant/person and claim data into EDCS, with MCS precedence when a current MCS claim exists.observed_current_policy2026-03-175Logical propagation process; transport middleware, database technology, and physical staging are not established.PROC_EFT_RECLAMATIONpayment_processAutomated EFT Reclamation ProcessPayments / Post-Death ReclamationSSA process for reclaiming Title II or Title XVI direct-deposit payments issued after death, using DNE timing and automated E-stop requests to Treasury where policy criteria are met.observed_current_policy_reference2026-10-055Current TN 77 POMS documents 20-day Title II and 30-day Title XVI orbit periods before automated E-stop processing, subject to exclusions.PROC_ENH_WAGE_VERIFYprocessEnhanced Wage Verification ProgramEarnings / Verification / Program IntegrityAnnual SSA matching process that applies additional criteria to older unmatched wage reports from the Earnings Suspense File and posts matched wage reports to the Master Earnings File.observed_current2026-10-045OIG states the program runs annually on wages from three years earlier. The public report does not identify a separate application, database, or implementation technology.PROC_ENTERPRISE_CYBER_RISKprocessEnterprise Cybersecurity Risk Management ProcessCybersecurity / Risk ManagementAgency enterprise process for assessing, accepting, monitoring, aggregating, and responding to cybersecurity risk.observed_current_with_improvement_actions2026-10-055Modeled from FY2026 FISMA findings/recommendations; does not imply a single workflow engine.PROC_ERAPprocessEnhanced Representative Availability ProcessERAPHearings / SchedulingProcess for collecting and using representative availability when scheduling hearings.observed_current2026-10-035PROC_ERPS_CRIMINAL_BGprocesseRPS Criminal Background CheckRepresentative Payee / Program IntegrityeRPS process that can generate criminal-information work issues for representative-payee applicants and payees.observed_current_reference2026-10-045Modeled as a business/system process rather than a separate application because POMS does not identify a separate platform.PROC_ERPS_EIN_VERIFICATIONbusiness_processeRPS Organizational EIN VerificationeRPS EIN VerificationRepresentative Payee / Employer IdentityeRPS process for verifying an organizational representative payee EIN against the Employer Identification File and resolving discrepancies or overrides.observed_current_policy2023-05-235Manager-controlled workflow; EIF search and eRPS issue mechanics are explicitly documented.PROC_ERPS_ORG_MASS_CHANGEbusiness_processOrganizational Representative Payee Mass Change ProcessRepresentative Payee / OrganizationsOne SSA-11 with affected-beneficiary list, beneficiary-specific advance notices, 15-day control, organization merge input and separate residence-address updates if applicable.documented_current_policy2026-10-075PROC_ERPS_QUESTIONABLE_PAYEE_FOLLOWUPbusiness_processQuestionable Representative Payee Follow-UpRepresentative Payee / Program IntegrityFollow-up process used when SSA has questions about a representative payee, including beneficiary/payee contact, diary control, performance review, and documentation of findings.observed_current_policy2026-10-075Follow-up generally occurs within three months under current POMS.PROC_ERRONEOUS_DEATH_CORRECTIONbusiness_processErroneous Death Record ReconciliationErroneous Death CorrectionPerson / Identity / DeathProcess for resolving a death alert when the alleged decedent is verified alive and reconciling DATS, DIPS-related alert handling, Numident, and payment-record state.observed_current_policy2026-10-075The public policy distinguishes alert clearance, death-record correction, and payment-record reconciliation; no single master Person update is inferred.PROC_FBU_FALLBACK_MAILINGbusiness_processFederal Benefits Unit Last-Resort Mailing Address ProcessFBU Mailing FallbackTitle II / International / Address ProvenanceRare last-resort process in which SSA sends mail to a Federal Benefits Unit and considers the FBU address the beneficiary mailing address after other options are exhausted.observed_current_policy2023-125No dedicated FBU address repository or automated program-record update is established.PROC_FEE_AGREEMENT_ADMIN_REVIEWprocessRepresentative Fee Agreement Administrative ReviewFee Agreement ReviewRepresentation / FeesAdministrative-review workflow for approval/disapproval and fee amount determinations involving OHO/OAO and downstream effectuation components.observed_current2026-10-035PROC_FOREIGN_CARE_OF_MAILINGbusiness_processForeign In-Care-Of Mailing Address DevelopmentForeign C/OTitle II / International / Address ProvenanceProcess for accepting a foreign in-care-of mailing address when the beneficiary lives or intends to live with the relative or friend at that address and documents the actual residence and explanation.observed_current_policy2023-125Current POMS page retains 2018 base revision with later transmittal.PROC_FO_ADDRESS_AS_MAILINGprocessField Office Address as Last-Resort Mailing AddressC/O SSATitle II / Title XVI / AddressControlled process allowing an SSA field-office address to serve as a claimant/beneficiary mailing address when no workable permanent or alternative mailing address exists.observed_current_policy_reference2026-10-055Requires field-office management approval; policy treats this as last resort and maintains separate local/electronic-folder controls.PROC_FPLPprocessFederal Payment Levy ProgramFPLPPayments / Tax LevyTreasury/IRS process that levies eligible Title II payments for Federal tax debt and sends weekly offset information to SSA.observed_current2026-10-035PROC_FSOprocessFederal Salary OffsetFSODebt & External CollectionsCollection process offsetting Federal employee salary to collect eligible delinquent SSA debt.observed_current2026-10-035PROC_FTI_LOSS_REPORTINGbusiness_processFederal Tax Information Loss Reporting WorkflowFTI loss responsePrivacy / IRS DataManager reports suspected federal tax information loss to Loss Reporting Tool; OPD monitors and handles IRS breach notification with affected component.documented_current_policy2026-10-075PROC_HALE_NEW_SSN_DISABILITYbusiness_processDisability Claim Processing After Authorized New SSNNew-SSN Disability ProcessingIdentity & Enumeration / Disability / PrivacyException workflow for disability claims or appeals filed under a newly issued SSN when prior or pending claims exist under a former SSN, including HALE-sensitive cases.observed_current2026-10-065Current 2026 POMS requires reestablishment/exception handling and confidentiality controls.PROC_HIT_AUTOMATED_MEDICAL_REQUESTbusiness_processAutomated HIT Partner Medical Evidence RequestDisability / Health ITMEGAHIT sends automated requests to HIT partners when field office transfers electronic case to DDS, with initial/reconsideration/CDR period boundaries documented.documented_current_policy2026-10-075PROC_HIT_TRADITIONAL_MEDICAL_REQUESTbusiness_processDDS Traditional Medical Evidence RequestDisability / Health ITDCPS traditional medical request through mail, fax, or ERE when HIT partner response cannot supply needed images, tracings, or other evidence.documented_current_policy2026-10-075PROC_HIT_USER_TRIGGERED_REQUESTbusiness_processDDS User-Triggered HIT Partner RequestDisability / Health ITDDS may initiate HIT requests through DCPS or MEGAHIT website for absent automatic request, no response after five hours, retrieval error, incomplete evidence, updated consent or newly identified partner.documented_current_policy2026-10-075PROC_IAPPEALS_NUMIDENT_ACCESS_CHECKbusiness_processiAppeals Numident Access Eligibility CheckiAppeals Numident CheckHearings & Appeals / Identity / Access ControliAppeals eligibility check that blocks Internet appeal use when the claimant has blocked Internet access or disqualifying special indicator codes on Numident.observed_current_policy2025-12-025No new identity repository is implied; iAppeals consults Numident status.PROC_IDDpayment_processInternational Direct DepositIDDBenefit Payments / InternationalSSA/Treasury process for sending Title II benefit payments to financial institutions outside the United States.observed_current2026-08-255Current POMS says IDD is a joint SSA and Federal Reserve Bank of Kansas City service.PROC_IDD_MASS_ENROLLMENTbusiness_processInternational Direct Deposit Country Mass EnrollmentIDD Mass EnrollmentInternational / Payments / Direct DepositCountry-focused enrollment operation used during the first year IDD is available in a country or when SSA seeks to increase electronic-payment participation.observed_current_policy_reference2026-10-075Uses country-designed enrollment forms and outreach; internal campaign tooling is not identified.PROC_IL_BIRTH_EVVEbusiness_processIllinois Birth Certificate Number EVVE VerificationEnumeration / State Vital RecordsIllinois policy explains SSA compares NUMIDENT BCN with Illinois certificate formatting and may pad a leading zero for EVVE validation.documented_current_policy2026-10-075PROC_INSIDER_THREAT_PROGRAMsecurity_programSSA Insider Threat ProgramITPEnterprise Security / Insider ThreatAgency program to deter, detect, monitor, and mitigate risks posed by trusted insiders with authorized access to SSA resources.observed_current2026-09-305The public OIG report omits sensitive system details; no monitoring tools, data sources, or detection technologies are inferred.PROC_INTERCOMP_ASSISTprocessIntercomponent Assistance Request ProcessSSA Internal OperationsSSA process for one office or component to request assistance from another using approved communication/work-control modes.observed_current_reference2026-10-035Parent process synthesized only from the modes explicitly listed in POMS; it does not imply one shared technical platform.PROC_IRMAA_NEW_INITIALbusiness_processIRMAA New Initial Determination ProcessNew Initial DeterminationMedicare / IRMAASSA process for making a new IRMAA determination using qualifying beneficiary-provided information in place of older or inaccurate tax information.observed_current_policy2026-10-075PROC_IRP_UPLOAD_DOCSprocessIndividual Representative Payee Customer-Initiated Upload Documents SubmissionIRP Upload DocumentsRepresentative Payee / Digital IntakeSelf-service workflow allowing an individual representative payee to authenticate through my Social Security and submit eligible forms/evidence through Upload Documents for a represented beneficiary.observed_current2026-10-055Available beginning December 11, 2025. Organizational representative payees are excluded from this customer-initiated option in the cited guidance.PROC_IRS4029_RETURNbusiness_processIRS Form 4029 Return ProcessingForm 4029 Return Processingearnings and enumerationSSA workflow for an original processed Form 4029 returned from IRS: verify SSN/DOB, suppress Statement, key required information through ESCORR, and scan the form into GIR.observed_current_policy2026-10-065Current POMS RM 04906.001.PROC_IRS_3857_RESOLUTIONbusiness_processIRS Form 3857 Scrambled Earnings Identity ResolutionIRS 3857 ResolutionIdentity / Earnings / Program IntegritySSA process for resolving IRS Form 3857 identity/scrambled-earnings cases using identity, earnings, employer and benefit queries plus direct contact and postal-address development when needed.observed_current2025-06-135Current POMS specifies query and direct-contact steps and possible earnings/Numident corrections after evidence development.PROC_IRS_SSA_WAGE_RECONCILIATIONbusiness_processIRS-SSA Employer Wage Report ReconciliationCAWR ReconciliationEarnings / IRSProcess electronically compares employer wages processed by SSA against IRS tax report data by employer EIN and tax year; discrepancies prompt employer development and possible IRS referral.documented_current_policy2026-10-075PROC_IRS_TAXPAYER_MEDIATEDbusiness_processTaxpayer-Mediated IRS Tax Information Request for SSATaxpayer-Mediated IRS RequestEarnings / IRS / External EvidenceFallback path in which the number holder requests additional tax information from IRS using Form 4506 or 4506-T and has the information submitted to SSA.observed_current_policy2026-10-075Separate from SSA's direct written IRS Request Template process; transport from taxpayer/IRS to SSA is not inferred.PROC_IRS_TAX_INFO_REQUESTbusiness_processSSA Written IRS Tax Information RequestIRS Tax Information RequestEarnings / IRS / External ExchangeSSA process for requesting tax return information from IRS when needed for SEI or related determinations and the information cannot be resolved from claimant evidence or SSA online systems.observed_current_policy2026-10-025Written route; not the DIFSLA/IRMF automated matching path.PROC_KEEP_WHAT_YOU_TAKEbusiness_processKeep What You Take Workload ModelKeep What You TakeField Operations / Workload RoutingLimited-rollout business model under which the office that takes an ASC/WLM initial claim appointment keeps ownership and processes the case through adjudication regardless of claimant residence or local jurisdiction within participating states/territory.observed_limited_rollout2026-08-295Documented in EM-26017 REV for the expanded WLM/ASC limited rollout.PROC_LAWFUL_PRESENCE_VERIFICATIONbusiness_processSSA Lawful Presence Verification WorkflowLawful Presence VerificationIdentity / Claims / ImmigrationClaims workflow that establishes lawful presence using acceptable prior SSA record evidence or DHS documentation, normally using online SAVE when conditions permit and manual G-845 verification when required.observed_current_policy2026-09-175Logical business process. Numident coding alone is expressly not acceptable claim proof under the current policy.PROC_MAINFRAME_PRICING_2026contractMainframe Software Pricing Model Assessment Notice 28321326RNOI00019Procurement / MainframeSSA notice of intent to sole source an upcoming requirement for IT mainframe software pricing model assessment support services.pre_award_notice2026-09-235No award or vendor is attached because the official notice is pre-award.PROC_MALPprocessMedicare Attainments and Leads ProcessMALPMedicare / ClaimsProcess referenced in current POMS that initiates Title II development or can automatically establish an MBR for an uninsured individual in specified Medicare/SSI situations.observed_current2026-06-305PROC_MANUAL_FSTOPprocessManual F-Stop ProcessingF-stopPayments / Check Stop-PaymentSSA process used to request Treasury status and stop-payment action for checks that should not be paid, including manual corrective actions when an automated stop does not occur.observed_current2026-10-075Current POMS documents separate Title II entry paths and a Title XVI Direct SSR Update path; no single physical F-stop application is inferred.PROC_MANUAL_RP_SELECTIONprocessManual Representative Payee SelectionRepresentative Payee / Exception ProcessingRare exception path for payee applicants without an SSN that bypasses eRPS and manually updates Title II or Title XVI payment records.observed_current_exception_path2026-05-155Current batch POMS retains this exception path.PROC_MAPS_PREDECISIONbusiness_processMAPS Pre-Decisional Notice ProcessMAPS Pre-Decisional ProcessMedicare / Extra HelpProcess that issues an advance proposed-denial notice, waits for response, accepts new information in MAPS, and automatically recalculates the Extra Help determination.observed_current_policy2026-10-075PROC_MAPS_VERIFICATIONprocessMAPS Verification ProcessMAPS verificationMedicare / Extra HelpProcess comparing application allegations with agency data and routing material discrepancies for verification.observed_current2026-10-075PROC_MASS_COA_USPSprocessUSPS Mass Change of Address ProcessingMass COATitle II / Title XVI / Address MaintenanceSSA process for postal mass changes such as ZIP, city-name, street, route, and box conversions, including automated updates to MBR and SSR using postal/ZIP reference data.observed_current_policy_reference2026-10-054Current POMS retains the process, but detailed schedules and internal organization references are substantively older.PROC_MA_SCC_ADDRESS_VERIFYprocessMedicare Advantage Residence and SCC VerificationMA SCC VerificationTitle II; Medicare; AddressSSA/CMS workflow for resolving discrepancies between a beneficiary residence, the MBR State and County Code, and Medicare Advantage service-area records.observed_current_policy2026-10-065Current POMS documents correction of MBR SCC/address information and, in limited cases, referral to CMS for correction of CMS records.PROC_MEDICAL_FOLDER_SEARCHprocessMedical Folder Location Detective SearchDisability / Folder LocationField-office procedure for locating a medical folder by checking multiple claims, disability, workload and query systems.observed_current2024-02-065Modeled from POMS DI 13015.080; this is a business process, not a system.PROC_MGDstatistical_processMaster Geographic and Demographic Statistical Production ProcessMGD processResearch / Statistics / EarningsORES statistical methodology that uses tax-record address information and Numident validation/demographics to assign state/county and demographic attributes to worker records.research_methodology_under_development2024-125SSA describes the methodology as still under development in December 2024; do not treat it as the proven production methodology for every current publication edition.PROC_MNUPprocessMedicare Non-Utilization ProjectMNUPTitle II / Program IntegrityProgram-integrity process that uses CMS Medicare non-utilization data to select and prioritize certain Title II beneficiaries for continued-eligibility review.observed_current_policy2026-10-075Selection uses domestic address/current-pay/age criteria; no exchange transport is inferred.PROC_MNUP_FOREIGN_COAprocessMNUP Foreign Residence and Change-of-Address DevelopmentMNUP Foreign COATitle II / Address Provenance / InternationalStaff-controlled MNUP process for a beneficiary found living abroad, including exact foreign-address development, OEIO verification and applicable change-of-address input, and FO documentation of findings.observed_current_policy2026-10-075POMS does not name the application into which OEIO inputs the applicable COA; no automatic exchange write is inferred.PROC_MOTPpayment_processManual One-Time PaymentM-OTPTitle XVI / PaymentsTitle XVI manual one-time payment process certified to Treasury by SSA payment-certification staff and manually posted to the SSR after issuance.observed_current2026-10-035Modeled as a payment process; public policy does not expose the complete internal application stack used by the Payment Certification Branch.PROC_MSP_OUTREACHprocessMedicare Savings Programs and Extra Help OutreachMSP OutreachMedicare / Low-Income AssistanceSSA process for identifying and mailing outreach to potential MSP and Extra Help eligibles.observed_current2026-10-035PROC_MSSICS_MANCLRprocessMSSICS MANCLR Manual Clear ProcessMANCLRTitle XVI / Claims ProcessingManual MSSICS process used to clear an unarchived pending file before T50 termination in the SSI Duplicate Payment Project.observed_current_policy_reference2026-10-075POMS names MANCLR MSSICS but public documentation does not expose its physical implementation.PROC_NCOA_TITLEIIprocessTitle II National Change of Address ProcessingNCOA ProcessingTitle II / Address MaintenanceSSA process that matches Title II address records against USPS NCOA data and conditionally applies validated changes, including automatic updates through Title II Redesign for eligible records.observed_current_policy_reference2026-10-055POMS explicitly states this NCOA process applies to Title II, not Title XVI.PROC_NCPprocessNumident Correction ProcessingNCPIdentity & EnumerationSSNAP correction process used when a documented keying error permits correction of an existing Numident iteration.observed_current2026-10-035Current POMS explicitly locates NCP in SSNAP.PROC_NOTICE_QR_REPLACEbusiness_processPaper Notice Enclosure to QR Code ReplacementQR Enclosure ReplacementNotices / ModernizationAgency process for replacing eligible paper notice enclosures with QR codes while retaining paper-copy availability language.observed_current_policy2026-10-075No database, hosting platform, QR generator product, or transport is inferred beyond the documented internal request/control system.PROC_NUMIDENT_2026_RECONCILIATIONbusiness_process2026 Numident Active-SSN Reconciliation InitiativeIdentity & Enumeration / Program IntegrityAgency-reported 2026 initiative to reconcile the SSN database by removing deceased people, updating citizenship data, and verifying individual status.agency_reported_current_20262026-08-145SSA reported that more than 10 percent of active SSNs had been updated by August 14, 2026. Public material does not identify the matching algorithms, source systems, or field-level write mechanics.PROC_NUMIDENT_ASSOC_RECONbusiness_processNumident Associated-Record ReconciliationNumident Cross-Record ReconciliationIdentity & Enumeration / Cross-System Data MaintenancePolicy-directed process for reviewing and, where necessary, updating associated SSA program records after selected Numident attribute changes.observed_current_policy2026-10-065Represents human/workflow-directed reconciliation, not an inferred automatic synchronization service.PROC_NUMIDENT_CROSS_RECORD_UPDATEprocessNumident Cross-Record Attribute Update Follow-UpNumident Cross-Record UpdateIdentity / Person DataCurrent operational process requiring staff, after certain Numident attribute changes, to update or review other affected SSA records such as MBR, SSR, and RPS rather than relying on universal automatic propagation.observed_current2026-06-055For a Numident sex-code update, POMS directs staff to update MBR, SSR, RPS, or other SSA records. For a parent's-name update, staff review MBR/SSR/RPS and initiate or complete needed actions. This models an explicit coordination requirement, not an automatic synchronization service.PROC_NUMIDENT_MATCHING_GOVgovernance_processNumident Verification Matching-Criteria GovernanceNumident Matching GovernanceIdentity / Data Exchange / Program IntegrityCross-component collaboration and periodic risk-assessment control recommended by SSA OIG for developing and maintaining Numident verification matching criteria.agreed_recommendation_not_verified_implemented2026-09-035SSA agreed with OIG recommendations. This is a governance/control requirement, not a new verification engine.PROC_OACT_ADMIN_EXPENSE_PROJactuarial_processOACT Administrative Expense ProjectionAdministrative Expense ProjectionActuarial / OASDI / Cost ProjectionTrustees-report projection process for OASDI administrative expenses using historical experience, projected average wages, early-year SSA budget estimates, beneficiary growth, and assumed productivity gains.observed_current_methodology2026-10-065Public source documents methodology, not internal software or database implementation.PROC_OACT_BENEFIT_TAX_PROJactuarial_processOACT Income From Taxation of Benefits ProjectionBenefit Taxation ProjectionActuarial / OASDI / Trust Fund IncomeProjection process for trust-fund income from federal taxation of OASDI benefits, using Treasury Office of Tax Analysis factors and ratios.observed_current_methodology2026-10-065Short-range methodology uses OTA-projected taxable-share and marginal-rate factors; long-range tax ratios also rely on OTA estimates.PROC_OACT_COLAstatistical_processOACT Cost-of-Living Adjustment DeterminationCOLA DeterminationActuarial / Automatic DeterminationsStatutory process comparing third-quarter CPI-W averages to determine the annual Social Security cost-of-living adjustment.observed_current_methodology2026-10-065Latest completed determination for benefits payable in 2026 was 2.8 percent, announced October 24, 2025. No internal software implementation is inferred.PROC_OACT_COVERED_EARNINGS_PROJactuarial_processOCACT Covered Earnings ProjectionActuarial / Earnings / Trust FundsActuarial Services method for projecting covered wages by economic sector and covered self-employment net earnings.observed_current_2026_method2026-10-065Public methodology; internal calculation platform is not identified.PROC_OACT_DI_BENEFICIARY_PROJactuarial_processOCACT Disabled-Worker Beneficiary ProjectionActuarial / Disability InsuranceActuarial Services process combining disabled-worker awards, terminations, and conversions to project the number of disabled workers in current-payment status.observed_current_2026_method2026-10-065Logical actuarial method described in the Trustees Report; software platform is not identified.PROC_OACT_DI_INCIDENCE_PROJactuarial_processOCACT Disabled-Worker Incidence ProjectionActuarial / Disability InsuranceActuarial Services method that projects newly awarded disabled-worker beneficiaries using age-sex-specific incidence rates and the projected disability-exposed population.observed_current_2026_method2026-10-065Methodology entity only. No implementation software or database is inferred.PROC_OACT_DI_TERMINATION_PROJactuarial_processOCACT Disabled-Worker Termination ProjectionActuarial / Disability InsuranceActuarial Services method that projects disabled-worker termination rates by age, sex, and reason, and in the long range by duration of entitlement.observed_current_2026_method2026-10-065Includes death and recovery termination assumptions. No implementation technology is inferred.PROC_OACT_FERTILITY_PROJactuarial_processOCACT Fertility Projection MethodActuarial / Demographic ProjectionsActuarial Services fertility assumption method based on birth rates by single year of age for ages 14 through 49 and alternative long-range total fertility assumptions.observed_current_2026_method2026-10-065Methodology only. No underlying software or database is inferred.PROC_OACT_IMMIGRATION_PROJactuarial_processOCACT Immigration Projection MethodActuarial / Demographic ProjectionsActuarial Services immigration assumption method incorporating lawful permanent resident immigration, legal emigration, temporary or unlawfully present immigration, and corresponding emigration/status adjustment flows.observed_current_2026_method2026-10-065Methodology only. The public report describes four flows and three alternatives; implementation technology is not identified.PROC_OACT_MORTALITY_PROJactuarial_processOCACT Mortality Projection MethodMortality Projectionactuarial / demographic projectionsTrustees Report method that develops projected central death rates by age group, sex, and cause of death and derives single-year-age death probabilities under three alternatives.observed_current_2026_method2026-10-065Logical actuarial method; no software, database, or hosting technology inferred.PROC_OACT_PAYROLL_TAX_PROJactuarial_processOCACT Payroll Tax Contribution ProjectionActuarial / Trust Funds / RevenueActuarial Services method for projecting payroll tax contributions using statutory collection patterns, scheduled tax rates, taxable wages, and self-employment net earnings.observed_current_2026_method2026-10-065The report also describes Treasury transfer and later reconciliation mechanics, but no internal software implementation is identified.PROC_OACT_RR_FIN_INTERCHANGEactuarial_processOACT Railroad Retirement Financial Interchange ProjectionRR Financial Interchange ProjectionActuarial / OASDI / Railroad RetirementProjection of future annual financial-interchange amounts between the Railroad Retirement fund and the OASI/DI Trust Funds.observed_current_methodology2026-10-065The public methodology states trends similar to OASDI benefit-cost estimation; internal implementation is not public.PROC_OACT_SCHEDULED_BENEFITSactuarial_processOACT Scheduled Benefits ProjectionScheduled Benefits ProjectionActuarial / OASDI / Benefit ProjectionProjection process that combines projected beneficiary counts and average monthly benefits; the short-range model calculates scheduled benefits quarterly and the long-range model annually.observed_current_methodology2026-10-065Includes adjustments for retroactive payments and other amounts not reflected in regular monthly scheduled benefits.PROC_OACT_TAXABLE_EARNINGS_PROJactuarial_processOCACT Taxable Earnings and Payroll ProjectionActuarial / Earnings / Trust FundsActuarial Services method for projecting taxable earnings as the portion of covered earnings subject to OASDI payroll tax and deriving taxable payroll.observed_current_2026_method2026-10-065Uses the contribution and benefit base and adjustments described in the 2026 Trustees Report.PROC_OASDI_STATE_COUNTY_ASSIGNstatistical_processOASDI State and County Geographic AssignmentTitle II / Statistics / Address ProvenanceStatistical geographic-assignment process documented for the OASDI state-and-county publication, using MBR beneficiary/payee address information and USPS ZIP+4 county reference data.observed_current_publication_method2026-10-055For beneficiaries with representative payees, publication state/county designations are those of the representative payees, not necessarily the beneficiaries.PROC_OHO_ADDRESS_VERIFYbusiness_processOHO Claimant Address VerificationOHO Address VerificationHearings / Address ProvenanceOHO process for checking multiple SSA case/query systems and other evidence for updated claimant address/contact information before notices or after unsuccessful contact.observed_current_hallex2026-10-055Current HALLEX directs checks of HACPS, FACT, SSID, MDW, CSR and PUPS; it also notes medical evidence and ORS can contain updated address/contact information.PROC_OHO_VE_BPAbusiness_processOHO Vocational Expert BPA Solicitation and OnboardingVE BPA ProcessHearings / ProcurementOHO process for obtaining vocational-expert services under Blanket Purchase Agreements, with FedConnect used for vendor registration/application when a solicitation is active.observed_current_process_no_active_solicitation2026-10-055Current page explicitly says there is no active BPA solicitation. Process capability and channel are documented without asserting an open procurement.PROC_ONGOING_AUTHsecurity_processOngoing AuthorizationEnterprise Security / AuthorizationContinuous or ongoing security-authorization operating model toward which SSA is transitioning.transition_in_progress2026-09-245FY2026 OIG says SSA had not fully transitioned to ongoing authorization. The report does not identify the technical implementation or all systems in scope.PROC_OVERPAYMENT_WAIVERprocessTitle II and Title XVI Overpayment Waiver ProcessDebt & Overpayments / WaiverBusiness process for receiving, developing, deciding, documenting, and routing overpayment waiver requests under Titles II and XVI.observed_current2026-10-045Modeled as a business process so application/screen roles can be linked without inventing transport architecture.PROC_PASSprocessPlan to Achieve Self-Support ProcessingPASS processingTitle XVI / Work IncentivesBusiness process for initiating, developing, adjudicating, monitoring, suspending, and terminating PASS plans.observed_current2026-10-035PROC_PAYEE_MEDICAL_CONFIRMATIONbusiness_processRepresentative Payee Medical Evidence Confirmation DocumentationRepresentative Payee / EvidenceRecords contacts in eRPS/MCS/CCE RPOC when established, or SSA-5002 stored in NDRed/eView through Evidence Portal when not.documented_current_policy2026-10-075PROC_PA_EVVE_FALLBACKbusiness_processPennsylvania EVVE Failure Verification FallbackEnumeration / State Vital RecordsPhiladelphia-region staff use EVVE first and may fax a copy with PA request for manual vital-record verification if EVVE search fails.documented_current_policy2026-10-075PROC_PBX_RFI_2025procurement_noticeRFI for Public Branch Exchange (PBX) Functionality - 28321325RI0000022PBX RFIInfrastructure / TelephonySSA RFI for COTS IP-based PBX capabilities needed in field offices as general inquiry lines transition toward Amazon Connect.rfi_inactive; no_deployment_inferred2025-04-015RFI names required back-office functions such as E911, emergency notification, call park, overhead paging, and administrative capabilities; no award or product selection is inferred.PROC_PC_RPAbusiness_processSSA Processing Center Robotic Processing AutomationTitle II / Operations AutomationProduction robotic routines available since 2021 to help processing-center technicians with manual awards and post-entitlement actions.documented_production_since_20212026-10-075PROC_PDASprocessPayment Delivery Alert System ProcessPDASPayments / Paper Checks / NonreceiptOperational coordination process used by SSA regional and central-office coordinators with USPS to investigate patterns of missing paper benefit checks and determine whether mass-loss action is required.observed_current_policy_process2026-10-075Although the policy calls this the Payment Delivery Alert System, the public source primarily describes a coordination workflow; a dedicated software implementation is not inferred.PROC_PERCbusiness_processPreeffectuation Review ContactPERCTitle XVI / Disability / EffectuationSSI preeffectuation review performed after specified disability allowances to update or confirm nondisability eligibility and payment factors before effectuation.observed_current2026-10-065Current 2025-2026 POMS continues to prescribe full and limited PERC workflows.PROC_PER_DISABILITY_REVIEWprocessPre-effectuation Review of Disability DeterminationsPER ReviewDisability / Quality AssuranceStatutorily required SSA quality review of covered favorable DDS disability determinations before effectuation; cases are selected in part through a statistical model for high probability of substantive error.observed_current_program2026-10-055Public open-data documentation states SSA reviews at least 50 percent of covered favorable Title II and adult SSI determinations and describes a model-based selection method.PROC_PIRgovernance_processPost-Implementation Review ProcessPIRIT Governance / Investment ManagementSSA IT-investment review process intended to objectively evaluate implemented or terminated projects and capture lessons, best practices, and actionable recommendations.paused_after_2024_redevelopment_reported_20262026-09-305OIG reports no PIRs after November 2024 and states subject-matter experts were developing a new PIR program in January 2026. Current completion/relaunch status is not established.PROC_PIV_CARDSTOCK_2026procurement_noticeHSPD-12 PIV Cardstock Replacement and Personalization Services Notice 28321326RNOI0001128321326RNOI00011Procurement / Identity SecuritySSA special notice of intent to sole source HSPD-12 PIV cardstock replacement and personalization services.inactive_notice_of_intent2026-07-225Published July 1, 2026; response date July 7; inactive July 22. The public notice does not name the intended vendor.PROC_PPC_STUBprocessStub Record / Tap-on-the-Shoulder ProcessStub RecordProcessing Center / Electronic WorkflowProcess that automatically creates a Paperless Action Control Record to alert a technician to fully electronic actionable work.documented_operational2026-10-035Historical procedure remains useful architecture evidence; current deployment breadth is not independently established by this source alone.PROC_PRISONER_MATCHprocessAutomated Inmate Matching OperationProgram Integrity / PrisonerAutomated matching process that verifies inmate identities and creates PUPS records for verified matches.observed_current_reference2026-10-035PROC_PUBLIC_INQUIRY_CORRprocessPublic Inquiry Correspondence ProcessingPublic Inquiries / CorrespondenceBusiness process for receiving, assigning, managing, and completing responses to public and other external inquiries.observed_current_reference2025-07-145Derived only at the business-process level from SSA's Open Data and EMAC SORN descriptions; no technical integration is inferred.PROC_PUPS_IP_RECOUPbusiness_processPrisoner Incentive Payment Recoupment ProcessIP RecoupmentProgram Integrity / Prisoner / DebtWorkflow for recovering an incorrectly paid prisoner-report incentive payment from a correctional or mental health institution.observed_current_policy2026-04-145PROC_PW_ACCRETIONprocessPublic Welfare Accretion ProcessPW AccretionMedicare / State CoordinationSSA process for establishing Medicare Part B state buy-in for qualifying Medicaid beneficiaries.observed_current2026-10-035PROC_QEPprocessQuarterly Earnings ProjectQEPTitle II Disability / Work CDRQuarterly earnings-based enforcement process using OCSE data to generate work CDR alerts for disability beneficiaries.observed_current2026-10-035Current POMS identifies QEP as a current enforcement source using quarterly OCSE earnings.PROC_R105_GRANT_CONTbusiness_processSSA Continuation Grant Application SubmissionProcurement & GrantsExisting grantees use GrantSolutions for continuation grant applications when required by the applicable SSA announcement.documented_current_policy2026-10-075PROC_R105_GRANT_NEWbusiness_processSSA Competitive Grant Application SubmissionProcurement & GrantsApplicants register in SAM.gov and submit competitive discretionary grants through Grants.gov; successful grants notified electronically through GrantSolutions.documented_current_policy2026-10-075PROC_R105_ISNO_AUTH_FIXbusiness_processiSNO Identity Mismatch Referral and CorrectionPerson & IdentityCross-record mismatch or disqualifying death indicator prompts component referral to field office, which corrects affected records under standard evidence rules and retries iSNO authentication.documented_current_policy2026-10-075PROC_R105_ISNO_NON_CEFbusiness_processiSNO Special-Notice Paper-File DocumentationNotices & EvidenceWhere case lacks certified electronic file, staff complete SSA-5002 and fax to NDRED; DDS puts form in orange MDF section.documented_current_policy2026-10-075PROC_R105_STC_ROUTINGbusiness_processState Data Exchange Transfer via STCExternal Exchanges & GovernanceIf an approved IEA state agency cannot directly receive SSA data, a State Transmission/Transfer Component relays authorized exchange data subject to an STC agreement.documented_current_policy2026-10-075PROC_R105_TEFCA_QHIN_TESTintegration_test_processSSA eHealth Exchange QHIN Connection TestingDisability & External ExchangesSSA reported testing its eHealth Exchange QHIN TEFCA connection in February 2026 and predicted spring go-live; no authoritative confirmation of SSA production go-live found during this run.announced_testing_february_20262026-10-075Do not promote production based on scheduled spring target.PROC_R194_SAMOA_IDDbusiness_processSamoa Title II International Direct Deposit Coding ProcessTitle II PaymentsSSA POMS documents Samoa-specific RTN prefix 66, account country code O and MBR bank-data formatting; applies to Title II international direct deposit.documented2026-07-225PROC_R194_SANMARINO_IDDbusiness_processSan Marino Title II International Direct Deposit Coding ProcessTitle II PaymentsPOMS documents IBAN/SWIFT-BIC inputs, local EUR account requirements, MBR RTN prefix 71 and DAN code C for San Marino.documented2024-01-165PROC_R8_CONSERVED_FUNDS_REVIEWprocessR8 Conserved Funds Eligibility ReviewR8 ReviewTitle XVI / Representative Payee / Program IntegrityField-office development process for SSI cases alerted by R8 to evaluate conserved funds and continued resource eligibility.observed_current_policy_reference2026-07-025Active policy states Title XVI eligibility is questionable at resource-limit levels and requires development when conserved funds are reported at or above applicable thresholds.PROC_REAPprocessRevised Earnings Adjustment ProcessREAPEarnings / CorrectionsProcess for certain individual wage adjustments, including suspense-file corrections when ICOR/RCOR cannot perform the adjustment.documented_operational2026-10-034Detailed POMS evidence is from 2019.PROC_REP_FEE_AGREEMENTprocessRepresentative Fee Agreement ProcessRepresentation / FeesAdministrative process under which a claimant and representative submit a fee agreement for SSA review and authorization; e1693 is an available electronic submission method.observed_current2026-10-045Kept separate from the narrower Representative Fee Agreement Administrative Review entity already in the Atlas.PROC_REP_FEE_TAX_REPORTINGprocessRepresentative Direct-Fee Tax Reporting ProcessRepresentative Services / FinanceProcess for SSA reporting qualifying direct representative fee payments on Forms 1099-MISC/1099-NEC and associated entity reporting.observed_current2026-10-035Current SSA representative guidance documents the tax-reporting process and business-entity registration rules.PROC_REP_PAYEE_CAPABILITY_DEVbusiness_processRepresentative Payee Capability DevelopmentCapability Developmentrepresentative payeeSSA development process for determining whether a beneficiary can manage or direct management of benefits using medical, lay, and legal evidence.observed_current_policy2026-10-065Logical business process; no separate system inferred.PROC_REP_TRAVEL_EFTbusiness_processElectronic Representative Travel Reimbursement ProcessRepresentative Travel EFTPayments / Representative ServicesSSA process for issuing representative travel reimbursements exclusively by electronic funds transfer beginning March 1, 2026.observed_current_ssa_guidance2026-10-075SSA guidance establishes payment options but does not identify the internal payment application or Treasury settlement path.PROC_RETAPprocessRegular Transcript Attainment and Selection Pass OperationRETAPMedicare / Title IIMonthly process that identifies records approaching Medicare entitlement and establishes applicable HI/SMI entitlement on the MBR.observed_current2026-10-035Current live POMS documents RETAP; the underlying implementation technology is not disclosed.PROC_RIB_STPprocessRetirement iClaim Straight-Through ProcessingSTPTitle II / Retirement ClaimsAutomated processing path for retirement insurance benefit iClaims; claims with EARQs are ineligible and require technician resolution.observed_current2026-07-145This entity models the documented business/automation process, not an independently named software product.PROC_RPCprocessRequest for Program Consultation ProcessRPCDisability / Quality ReviewProcess allowing DDS to contest certain DQR deficiency citations using an online submission and panel-review workflow.observed_current2026-08-185POMS states the process applies only to certified electronic folders.PROC_RP_COAprocessRepresentative Payee Change-of-Address ProcessingRep Payee COARepresentative Payee / Address MaintenanceAddress-change workflow for representative-payee cases, with different propagation rules for Title II, Title XVI, individual payees, institutional payees, and specified exceptions.observed_current_policy_reference2026-10-055eRPS propagation is not uniform: individual-payee Title XVI changes require MSSICS/SSR action while institutional-payee records correctly established on eRPS can update automatically.PROC_RSI_OPEN_DATA_AGGREGATIONprocessRSI Open Data Batch AggregationRSI Batch AggregationTitle II / Analytics / PublicationBatch process described by SSA for preparing and aggregating Title II ODS claims data into national public retirement, survivor, and Medicare application-volume data using DOWR reporting dates.observed_current_documented_process2026-07-105Logical batch/publication process only; database technology, scheduler, ETL product, and hosting are not identified publicly.PROC_SDX_1619_MEDICAID_NOTIFYbusiness_processSection 1619 Medicaid Continuation Notification via SDX1619 SDX NotificationTitle XVI / State Exchange / MedicaidSSA process that notifies States through the State Data Exchange that SSI recipients are in section 1619 continuation groups relevant to Medicaid eligibility.observed_current2026-10-075POMS establishes SDX notification but does not disclose a distinct record type, file name, or transport implementation.PROC_SERS_FEE_REFUNDbusiness_processSERS Administrative Fee Refund RoutingFinance / PaymentsFO routes refund case information to Office of Financial Statements; FO does not issue refund in SERS; Treasury check goes to supplied mailing address.documented_current_policy2026-10-075PROC_SERS_NONPROGRAMMATIC_FEEbusiness_processSERS Field Office Non-Programmatic Fee IntakeFinance / PaymentsField-office standard service fee processing by check or money order with SERS imaging, receipt issue and five-day secure destruction of paper original.documented_current_policy2026-10-075PROC_SERS_SCANNER_OUTAGE_FALLBACKbusiness_processSERS Check Scanner Outage FallbackFinance / PaymentsWhen SERS scanner fails, SSA uses help desk ticket and may revert to SSA-414 for tracking; FS will not accept checks without ticket.documented_current_policy2026-10-075PROC_SNOprocessSpecial Notice Option Alternate-Format FulfillmentSNONotices / AccessibilityBusiness process that uses DPS or CHIP to request forms and communications in Braille, data CD, audio CD, or large print and route the request to the special notice option vendor.observed_current2026-10-035The cited POMS does not name the vendor; no vendor entity is inferred.PROC_SSA_DNP_REVISED_SCHEDULEpayment_processSSA–Do Not Pay Revised Recurring Payment SchedulePayments / Program IntegrityRevised recurring-payment preparation schedule coordinated by SSA, Do Not Pay, and Federal Disbursement Services to allow one additional day for SSA payee-information updates before disbursement.implemented_current2026-10-055Treasury gives examples of late-changing payee status including death, bank-account, and address updates. This does not establish that Do Not Pay writes those fields into SSA master records.PROC_SSA_GRANT_APPLICATIONprocessSSA Grant Application and Award WorkflowGrants / Application and AwardOAG grant workflow from SAM registration and application submission through review and electronic award notification.observed_current2026-10-065Competitive discretionary applications use Grants.gov; continuation applications use GrantSolutions when stipulated; successful award notification is via GrantSolutions.PROC_SSA_PURCHASE_CARDprocessSSA Purchase Card Program AdministrationPurchase Card ProgramProcurement / Purchase CardSSA purchase-card program administered by the Office of Acquisition Support.observed_current2026-10-065OAG current page establishes administrative ownership; transaction platform/vendor is not inferred.PROC_SSFA_REPROCESSbusiness_processSocial Security Fairness Act WEP/GPO ReprocessingSSFA reprocessingTitle II / Modernization HistorySSA implementation of repeal of WEP and GPO for payments beginning January 2024, including automated and manual retroactive benefit corrections beginning 2025.documented_implemented_20252026-10-075PROC_SSIDPPprocessSupplemental Security Income Duplicate Payment ProjectSSIDPPTitle XVI / Program IntegrityAnnual SSI program-integrity process that identifies duplicate SSR records for the same person, terminates incorrect records, develops resulting overpayments, and preserves cross-reference information.observed_current_policy2026-10-055POMS says the project runs around August and uses case control sheets, Numidents, and SSIDs.PROC_SSI_ABAPprocessSSI Abbreviated Application ProcessABAPTitle XVI / Claims IntakeProcess for formally denying Title XVI claims for clear nonmedical ineligibility using a shortened systems or paper application path.observed_current2026-10-045Current POMS identifies the SSI Claims System as the preferred claims-taking method and also references MSSICS procedures.PROC_SSI_ABLE_REPORTINGbusiness_processSSI ABLE Account ReportingABLE ReportingTitle XVI / Resources / External ExchangeCurrent SSI process in which State ABLE programs send monthly account information to SSA for SSI resource administration; matching reports can automatically update documented account balances in the SSI Claims System.observed_current2026-10-0652026 POMS establishes current monthly State exchange and SSI Claims System workflow. Earlier 2021 SSIRMS/MSSICS evidence remains valid historical architecture; transport/file format remains unspecified.PROC_SSI_EARNED_RZprocessSSI Earned Income Redetermination ProcessEarned Income RZTitle XVI / EarningsSSI redetermination process that develops earned-income allegations and evidence and uses SSI Claims guided processing.observed_current_policy2026-10-075No separate physical RZ application is inferred.PROC_SSI_EARNINGS_ALERT_RESOLUTIONprocessSSI Earnings Alert Resolution ProcessSSI Earnings Alert ResolutionTitle XVI / Program IntegrityOperational process for developing and resolving SSI earnings discrepancies before recording corrected earnings and payment effects.observed_current_oig_issue2026-10-055September 23, 2026 OIG reported 417,291 SSI recipients with at least one pending earnings alert and significant delays/incomplete resolution; this process entity does not imply all earnings-alert types share one physical system.PROC_SSI_EP_DEATH_RZbusiness_processSSI Essential-Person Death Redetermination ReselectionEP Death RZTitle XVI / RedeterminationWorkflow in which omission of the RZ initiation date with an essential-person death input generates a D6 alert, deletes the case from PE ODS, and causes profile-D reselection in the next merge.observed_current_policy2026-10-075Models only the explicit work-control behavior.PROC_SSI_IAR_UNDERPAYMENT_HOLDbusiness_processSSI Interim Assistance Underpayment Hold and ReleaseIAR Hold/ReleaseTitle XVI / Underpayments / Interim AssistanceProcess that holds SSI past-due benefits while interim assistance reimbursement is pending, reimburses the State, and releases remaining underpayment according to payment-priority rules.observed_current2026-10-075Modeled as a business process spanning SSR, eIAR and underpayment review; no new database or transport is inferred.PROC_SSI_INTERSTATE_COA_STAGINGbusiness_processSSI Interstate Change-of-Address Staged Residence ProcessingSSI Interstate COATitle XVI / Address Provenance / Work ControlProcess that can stage a new mailing address while temporarily retaining the former residence/State-county and living-arrangement values until the new residence and living arrangement are developed.observed_current_policy2026-08-075Shows temporal separation of mailing address and residence data; does not imply automatic cross-record synchronization.PROC_SSI_IRS_PENSION_MATCHbusiness_processSSI IRS Pension InterfacePension InterfaceTitle XVI / IRS MatchIRS pension-interface matching process that compares Form 1099-R pension, annuity, and IRA reports with eligible individuals and deemors on SSR.observed_current_reference2026-10-055Current POMS documents the process; physical matching engine, transport, and staging implementation are not public.PROC_SSI_LIQUID_RESOURCE_RZbusiness_processSSI Liquid Resource Redetermination DevelopmentLiquid Resource RZTitle XVI / Resources / RedeterminationRedetermination workflow that develops liquid-resource allegations and evidence, including IRS alerts and financial-account development.observed_current_policy2026-10-075Process uses current SSI Claims/CCE surfaces; no new repository is inferred.PROC_SSI_ORAL_INQUIRY_PFbusiness_processSSI Oral Inquiry Protective FilingTitle XVI / Intake / Protective FilingSSI protective-filing process in which an oral inquiry can establish a protected filing date when policy criteria are met and the inquiry is documented in SSA systems such as eLAS.observed_current_policy2026-10-075Policy revision 2020 remains in current POMS batch; eLAS examples remain explicit.PROC_SSI_RESIDENCY_DETERMINATIONprocessSSI State and County Residence DeterminationSSI Residency DeterminationTitle XVI / Address / ResidencySSI workflow for establishing and correcting state and county of residence using allegations and supporting evidence when needed.observed_current_policy2026-10-055Evidence may include rental agreements, banking records, subscription addresses, driver license, utility bills, institutional records, social workers, and representative payees.PROC_SSI_RZ_ADDRESS_DEVELOPMENTbusiness_processSSI Redetermination Address and Residence DevelopmentSSI RZ Address DevelopmentTitle XVI / Address / RedeterminationRedetermination workflow that compares alleged residence information with SSR and documents residence and mailing addresses separately in the SSI Claims System.observed_current2026-09-175If an alleged address is absent from SSR, policy directs development of an unreported change rather than automatic acceptance or overwrite.PROC_SSI_SAVE_VERIFICATIONbusiness_processTitle XVI SAVE Immigration Verification WorkflowSSI SAVE VerificationIdentity / Title XVI / ImmigrationCurrent SSI claims workflow requiring SAVE verification before approval and during redeterminations/status changes, with results documented in CCE and evidence retained in the electronic folder.observed_current_policy2026-10-075SAVE is authoritative for immigration-status verification, but SSA makes the benefit eligibility determination.PROC_SSI_SPECIAL_VOUCHERpayment_processSSI Special Voucher Payment ProcessSpecial VoucherTitle XVI / Payments / ReimbursementSSI payment process used to reimburse a financial institution or other party owed money after a CORE erroneous-death credit.observed_current2026-10-075Current POMS identifies the process but the public source does not identify the internal application or Treasury settlement mechanism used to issue the voucher.PROC_SSI_TRUMP_ACCOUNT_DEVELOPMENTbusiness_processSSI Trump Account Resource DevelopmentTA Resource DevelopmentTitle XVI / ResourcesSSI development process for documenting, excluding, redeveloping, and eventually counting Trump Account resources, including possible ABLE rollover.observed_current_policy2026-07-095No undocumented backend, workflow engine, or financial-account interface inferred.PROC_SSI_TRUST_REVIEWbusiness_processSSI Trust Resource Determination ReviewSSI Trust ReviewTitle XVI / Resources / TrustsReview workflow for SSI trust resource determinations, including field-office submission, regional review, feedback, effectuation status, reevaluation, and appeal handling.observed_current2026-10-065Operational process spans SSI Claims System/CCE documentation, Evidence Portal, SSITMS, and regional review.PROC_SSI_UNDERPAY_PREPAY_REVIEWprocessSSI Underpayment Pre-payment ReviewTitle XVI / Payments / Program IntegritySecondary review process for large SSI underpayments to determine whether an underpayment is correct and the recipient is eligible before payment release.observed_current2026-10-045Effective March 16, 2024, SSI underpayments of $15,000 or more require this review; reviewer must be a claims specialist or higher-level employee other than the adjudicator.PROC_SSI_VEHICLE_RESOURCE_VERIFYbusiness_processSSI Vehicle Ownership and Value VerificationSSI Vehicle VerificationTitle XVI / Resources / Program IntegrityStaff-controlled process for verifying suspected unreported vehicle ownership through State title/registration information and verifying fair market value for multiple vehicles using an approved valuation source.observed_current_policy_process2026-10-075OIG describes this as conditional verification rather than routine independent verification of all SSI recipients.PROC_SSI_WU_S06processSSI Whereabouts Unknown Location and S06 SuspensionS06 / WUTitle XVI / Address / EligibilitySSI process for attempting to locate a recipient whose whereabouts are unknown and, if unsuccessful, suspending eligibility/payment in S06 status.observed_current_policy_reference2026-10-055POMS requires locate efforts before suspension and treats external address sources as leads requiring development, not automatic authoritative-address replacement.PROC_SSNAP_OTSPworkflow_optionOne Time Special ProcessingOTSPIdentity / Enumeration / Exception ProcessingSSNAP exception-processing option used when required enumeration evidence is not represented in the standard evidence dropdown and policy authorizes special handling.observed_current_policy_reference2026-10-055Modeled as a workflow option, not a separate application. Public POMS establishes its use with NIDD-reviewed documents and other enumeration exceptions.PROC_SSN_SEX_DISCLOSUREprocessSSN Sex Field Verification Disclosure ApprovalSex Field Disclosure ApprovalIdentity / Data Exchange GovernanceApproval process for including the sex field verification indicator in an SSN-verification data exchange, requiring justification and consensus across PPDX, legal, privacy/disclosure, and the business sponsor.observed_current_policy2026-10-055New requests submit justification through SSA-157/DXRF; renewals use the agreement-renewal process.PROC_SSR_MBR_FORCE_FINDERbusiness_processSSR-to-MBR State Buy-In Forced Finder CorrectionForced FinderMedicare / State Buy-In / ReconciliationField-office correction process that requests a Type M offline query to force an SSR finder and update MBR state buy-in information when SSR and MBR are inconsistent.observed_current2026-10-075Process requires consistent identifying data on SSR and MBR before the interface can occur; physical interface implementation is not inferred.PROC_STATE_BUYINprocessMedicare Part B State Buy-In ProcessState Buy-InMedicare / State CoordinationProcess under which a State pays Medicare Part B premiums for eligible Medicaid beneficiaries and SSA/CMS coordinate enrollment and corrections.observed_current2026-07-155PROC_STP_CLAIMSprocessStraight Through ProcessingSTPBenefits Processing / ModernizationSSA end-to-end automated claims-processing approach documented for Medicare applications and expanding to certain retirement claims.observed_current_modernization2026-10-055June 29, 2026 SSA release says more than 340,000 Medicare claims had been processed using STP; no specific platform, codebase, or data-store topology is inferred.PROC_STUCK_SWEEPERprocessStuck SweeperRepresentative Payee / ControlMonthly control function documented by OIG that reviews eRPS applications in Ready to Process status over 14 days old and compares them with payment records.audit_documented_20242024-09-254Current 2026 operation not independently confirmed in this run.PROC_SVB_CLAIMprocessTitle VIII Special Veterans Benefits Claim ProcessingSVB claim processingSpecial Veterans BenefitsSSA process for developing, adjudicating, maintaining, and paying Title VIII Special Veterans Benefits claims.current_poms_retained_detailed_topology_old2026-04-134Detailed processing instructions were revised in 2012 but remained in the 2026 POMS batch. Current SORN/CMA evidence separately confirms the SVB program data remains maintained.PROC_SVES_IDENTITY_VERIFICATIONbusiness_processSVES Multi-Record SSN Identity VerificationSVES VerificationExternal Data Exchange / Identity VerificationSVES verification process that uses EVS functions and checks Numident, MBR, and SSR, permitting a positive verification against any of the three under the documented SVES process.observed_current_documented_manual2026-10-075Manual revised July 2023; verification logic/rules/tolerances are intentionally not disclosed.PROC_SYSTEM_INFO_AS_PROOFbusiness_processUse of Existing SSA System Information as Acceptable ProofSystems-as-ProofClaims / Evidence / Data ReusePolicy process allowing specified information already present in SSA systems to serve as acceptable proof of entitlement factors when prescribed conditions and proof codes are met.observed_current2026-10-065Current 2026 POMS identifies MCS, MSSICS, MBR, SSR, Numident, DRAMS, EVID, and Evidence Portal as qualifying sources in defined circumstances.PROC_T16_UNDELIV_ADDRESSprocessTitle XVI Undeliverable Notice Address DevelopmentSSI Undeliverable NoticeTitle XVI / Address / NoticesField-office workflow for returned SSI notices: locate the claimant/recipient or payee, correct address when found, and invoke whereabouts-unknown procedures when unsuccessful.observed_current_policy_reference2026-10-055Current June 2026 POMS assigns returned SSI notices directly to servicing field offices for address correction and re-mailing.PROC_T2_DIRECT_COAprocessTitle II Direct Change of Address ProcessingDirect COATitle II / Address MaintenanceTechnician-driven Title II change-of-address processing documented for field offices and teleservice centers, using the Title II post-entitlement/Redesign pathway and separate SSI input where necessary.observed_current_policy_reference2026-10-054Detailed direct-input page is older, but the current June 2026 COA table of contents continues to retain the procedure. Current physical transaction architecture beyond named screens/programs is not inferred.PROC_T2_EXR_PROVISIONALprocessTitle II EXR Provisional Benefit InitiationTitle II / Expedited ReinstatementProcess for initiating eligible Title II expedited-reinstatement provisional benefits through POS.observed_current_reference2026-10-045Modeled from current POMS workflow; exact transaction transport is not published.PROC_T2_OVERPAY_EXPLprocessTitle II Overpayment Explanation ProcessTitle II / Debt ManagementOperational workflow for explaining Title II overpayment facts and amounts using current SSA query, notice, and debt-management resources.observed_current2026-10-035Modeled as a business process; relationships do not imply undocumented point-to-point APIs.PROC_T2_OVERPAY_NOTICE_GENERATIONbusiness_processTitle II Overpayment Notice GenerationOverpayment Notice GenerationPayments / DebtProcess for issuing written Title II overpayment notice after an employee or automated system discovers an overpayment.observed_current_policy2026-09-305Policy identifies several notice-generation systems; no single exclusive system is inferred.PROC_T2_REINSTATE_PAYEE_T2Rbusiness_processTitle II Payee Selection Reinstatement via T2RTitle II / Payee IntegrationFor S-6/S-8 situations, eRPS payee selection passes via Title II Redesign to MBR and can automatically reinstate benefit to newly selected payee; S-9 additionally requires POS.documented_current_policy2026-10-075PROC_T2_SSI_ADDR_RECENCYbusiness_processTitle II / SSI Address Recency ReconciliationAddress Recency ReconciliationTitle II / Title XVI / Address ProvenanceCross-program address-development step that compares the SSR address-change date with the MBR address-updated date and, when the SSI address is newer, uses the SSI address as the current Title II address for a POS update.observed_current_policy_reference2026-10-065Technician-controlled reconciliation documented for Title II undeliverable mail; not an automatic SSR-to-MBR replication mechanism.PROC_T2_UNDELIV_ADDRESSprocessTitle II Undeliverable Mail Address DevelopmentUndeliverable Mail Address DevelopmentTitle II / Address MaintenanceProcess for finding a current Title II beneficiary address after actionable mail is returned, using MBR/SSR comparison, telephone contact, financial institutions when applicable, and USPS, then updating program records through authorized post-entitlement channels.observed_current_policy_reference2026-10-055The process distinguishes sources and requires development rather than treating an external address as automatically authoritative.PROC_TAA_MEDICAREprocessTechnology Assisted Adjudication for Standard Medicare-Only iClaimsTAATitle II / Medicare ClaimsAutomated adjudication process released December 13, 2025 to identify standard Medicare-only internet claims and process qualifying claims to completion in CCE without technician intervention.deployed2026-01-305Keep separate from the broader FY2027 planned TAA for simple retirement and Medicare already represented elsewhere in the Atlas.PROC_TARGETED_WORK_REVIEWbusiness_processTargeted Work Review ProcessTWRPDisability / EarningsNational process launched July 2025 for proposed work CDR decisions based on already available earnings data before requesting additional work reports, with simultaneous evidence and due-process notices.documented_active_2025_early_20262026-10-075PROC_TICKET_TO_WORKprocessTicket to Work Program Transaction ProcessTTW ProcessTicket to Work / Work IncentivesBusiness process for Ticket assignment/status, provider interaction, progress review and milestone/outcome payments.observed_current2026-10-035PROC_TROprocessTax Refund OffsetTRODebt & External CollectionsCollection process using Treasury to offset Federal income tax refunds for eligible delinquent SSA debts.observed_current2026-10-035PROC_TTW_EPAYpayment_processTicket to Work Electronic Payment ProcessE-PAYTicket to Work / PaymentsAutomated SSA Ticket-to-Work payment process for qualified Employment Networks; complements rather than replaces Portal-submitted payment requests.observed_current2026-10-035PROC_UMC_SPECIAL_CDRprocessUneffectuated Medical Cessation Special CDR ProcessingUMC Special CDRDisability / Continuing Disability ReviewSpecial process for identified uneffectuated medical cessation cases with determinations made before January 1, 2006, including new CDR establishment and effectuation controls.observed_current_legacy_workload_policy2026-10-075Current procedure governs a bounded legacy workload; it does not imply new cases are added to UMCCC.PROC_UNKNOWN_ADDRESS_CLAIMprocessTitle II Unknown Address Claim DevelopmentUnknown Address ClaimTitle II / Claims / AddressTitle II claims workflow used when entitlement is established but the claimant’s whereabouts are unknown; uses SSA records and external leads, documents development in MCS, and can result in MBR S-6 suspense.observed_current_policy_reference2026-10-055MEF and SSR are explicitly queried as locate-lead sources; this does not mean either contains an authoritative current address.PROC_UPLOAD_CREDENTIAL_STEPUPprocessUpload Documents Credential Step-UpIdentity / Digital FormsAuthentication step-up process that requires an advanced credential before selected sensitive forms can be electronically submitted.observed_current2026-10-045Current SSA Forms page lists SSA-454-BK, SSA-827, SSA-2574, SSA-2935, and SSA-8510 as requiring additional identity verification.PROC_UPLOAD_CUSTOMER_INITprocessUpload Documents Customer-Initiated SubmissionCustomer-Initiated UploadDigital Intake / EvidenceSelf-service Upload Documents workflow allowing authenticated customers to initiate submission of selected SSA forms and evidence without a technician-created request.observed_current2026-10-065Forms became customer-initiated 2025-03-29 and selected evidence followed 2025-06-28. Original/certified evidence remains excluded.PROC_UPLOAD_SIGNED_APP_INTAKEbusiness_processUpload Documents Signed Benefit Application IntakeUpload Signed Application IntakeDigital Intake / Claims / SignatureTechnician processing workflow for benefit applications electronically signed and submitted through Upload Documents.observed_current2026-07-225POMS requires technicians to treat these as paper applications operationally, load data into MCS or CCE, receipt ATTEST, and specify the actual signature method in remarks.PROC_UPLOAD_TECH_INITprocessUpload Documents Technician-Initiated SubmissionTechnician-Initiated UploadDigital Intake / EvidenceOriginal Upload Documents workflow in which an SSA technician creates a request task in TED and the customer receives a link to submit requested forms or evidence.observed_current_parallel_path2026-10-065EM-25024 says the process was the only path before 2025-03-29; current instructions still distinguish open technician requests from customer-initiated submissions.PROC_US_MAILING_BENEF_ABROADbusiness_processU.S. Mailing Address for Beneficiary Abroad ControlUS Mailing AbroadTitle II / International / Address ProvenancePolicy control for beneficiaries abroad who use a U.S. mailing address while SSA separately retains the need to know actual residence and, generally, a 240 listing code.observed_current_policy2024-02-075Does not establish a new address repository or synchronization mechanism.PROC_VAPT_PRIORITYbusiness_processVAPT Priority Disability Claim ProcessingVAPT Priority ProcessingDisability / Priority ProcessingExpedited claim-development and adjudication process for veterans with a VA 100 percent permanent and total disability compensation rating.observed_current_policy2026-10-075VAPT cases receive priority through all levels; DDS treats the SSA/VA exchange as sufficient VAPT verification and develops a permanent address because claimants may be in transit.PROC_VENDOR_REPO_SUBMISSIONbusiness_processSSA Vendor Repository Submission ProcessVendor Repository Submissionprocurement / market researchEmail-based process by which vendors submit capability statements with prescribed subject tags and attachments for inclusion in SSA market-research repository.observed_current_guidance2026-10-065Current guidance specifies VendorRepository@ssa.gov, subject-tag structure, common attachments, and 5MB total size.PROC_VR_COST_REIMBprocessVocational Rehabilitation Cost Reimbursement ProcessVR Cost ReimbursementVocational Rehabilitation / ReimbursementSSA process reimbursing State VR agencies when qualifying SSDI/SSI beneficiaries achieve the required sustained earnings outcome.observed_current2026-10-035PROC_WAGE_SCOUTINGprocessWage ScoutingEWSREarnings / CorrectionsEarnings-development process initiated through the Wage Scouting screen to identify employer reports or obtain report details when earnings discrepancies cannot be resolved from queries alone.observed_current_reference2026-10-045EWSR is the published screen identifier in the cited POMS; the letters are not expanded beyond the source label.PROC_WAGE_VERIFYprocessSSA Wage Verification ProcessEarnings / VerificationBusiness process for establishing wage and employment evidence using PIE/PDP data, pay stubs, approved electronic wage-verification services and other sources under program rules.observed_current2026-10-035Modeled as a process spanning SSI and disability/work workflows; not a single application.PROC_WAIVER_2PINbusiness_processOverpayment Waiver Approval Second-PIN Review2-PINPayments & DebtWaiver approvals exceeding $2,000 require a second reviewer credential; approval signer differs from the initial decision maker; amount tier determines review level.documented_current_policy2026-10-075PROC_WAIVER_PERSONAL_CONFERENCEbusiness_processOverpayment Waiver Personal Conference DeterminationPayments & DebtWaiver factfinding, second adjudicator separation, documented decision, notification, and evidence upload using DMS for Title II or direct SSR update for SSI.documented_current_policy2026-10-075PROC_WCPDB_HIGHER_RIB_NOTICEbusiness_processWC/PDB Higher Retirement Benefit Notification ProcessWC/PDB RIB NotificationTitle II / Disability / Retirement / Customer ServiceProcess for identifying disabled beneficiaries whose benefits are reduced for workers compensation or public disability benefits, comparing potential retirement benefits, notifying them of filing options, and documenting filing decisions.observed_current_policy_process2026-10-075Current OIG review documents the process and policy in force during 2026; no exclusive generating application is inferred.PROGRAM_CDIprogramCooperative Disability Investigations ProgramCDIProgram Integrity / Disability FraudJoint anti-fraud program that investigates questionable disability claims and suspected disability fraud before or after benefit award.observed_current2026-10-035PROGRAM_IT_SECURITYprogram_areaIT SecurityIT SecurityCybersecurity / PortfolioSSA FY2027 budget program area covering cybersecurity modernization, identity/access/risk management, security operations/threat response, and assessment/application security initiatives.planned_fy20272026-10-035Budget-plan entity; does not imply each initiative is fully deployed.PROG_HRSprogramHealth and Retirement Study (HRS)HRSResearch / External Administrative Data LinkageUniversity of Michigan longitudinal study of Americans over age 50 that receives consent-based SSA-linked administrative data for approved research use.ongoing_supported_research_program2026-10-045SSA FY2027 budget describes continuing HRS support through jointly financed cooperative agreements with the National Institute on Aging; internal survey technology is outside Atlas scope.PROG_R194_ARDRAWgrant_programAnalyzing Relationships Between Disability, Rehabilitation, and WorkProcurement & GrantsSSA OAG identifies ARDRAW as a research and demonstration grant example.documented2026-10-115PROG_R194_PABSSgrant_programProtection and Advocacy for Beneficiaries of Social SecurityProcurement & GrantsSSA OAG identifies PABSS among service grants.documented2026-10-115PROG_R194_RDRCgrant_programRetirement and Disability Research ConsortiumProcurement & GrantsSSA OAG identifies RDRC as a research and demonstration grant example.documented2026-10-115PROG_R194_SPSSBgrant_programStrengthening Protections for Social Security Beneficiaries Representative Payee Review GrantsProcurement & GrantsSSA OAG identifies SPSSB representative-payee service grants covering onsite reviews.documented2026-10-115PROG_R194_WIPAgrant_programWork Incentives Planning and Assistance Service GrantsProcurement & GrantsSSA OAG identifies WIPA as a service grant supporting beneficiaries returning to work.documented2026-10-115PROG_SNAPexternal_programSupplemental Nutrition Assistance ProgramSNAPExternal Program / Nutrition AssistanceFederal nutrition assistance program for which CAP streamlines enrollment of eligible SSI recipients.observed_current_policy2026-08-045PROJ_BI_TOOL_MIGRATIONprojectBusiness Intelligence Tool MigrationEnterprise Analytics / ModernizationSSA IT investment to migrate business-intelligence tooling; OIG lists it among sampled discontinued investments.canceled_by_2025_032026-09-295OIG reports a FY2015-2021 investment period, $37.6 million actual cost as of 2025-09-30, and canceled status as of March 2025. Exact cancellation date and target BI platform are not publicly established.PROJ_CCS_2019projectConsolidated Claims SystemCCSBenefits / Claims ModernizationFY2019-FY2022 modernization effort described as a planned consolidated claims system with a modern claims-intake interface and a single place to work RSDI, SSI, and Medicare claims.historical_planned_effort_lineage_to_cce_unresolved20194FY2020 budget uses the name Consolidated Claims System (CCS). OIG separately says SSA began planning Consolidated Claims Experience (CCE) in 2017. No authoritative source located in this run establishes that CCS and CCE are the same named artifact or a formal rename, so they remain separate with a conflict note.PROJ_COMP_SERVICESprojectTitle II Computational Services Modernization InitiativeComputational ServicesTitle II / ComputationBenefits-domain modernization initiative to convert decades-old Title II computational utilities from COBOL into service-oriented implementations written in Java.historical_modernization_initiative20195FY2020 budget names General Insured Status Utility, GRUMPI, GRATES, and Entitlement/Eligibility Utility as conversion targets.PROJ_DEBT_COLLECTION_MODprojectDebt Collection ModernizationDebt ModernizationFY2026 program-integrity IT investment for modernizing debt collection, including government-wide shared-service use.budgeted_fy20262026-10-034FY2026 Congressional Justification planned $22.9M total cost; this is a budget plan, not an obligation/expenditure total.PROJ_DMPprojectDebt Management ProductDMPDebt ModernizationSSA modernization initiative intended to consolidate debt collection, storage, monitoring, reporting and waiver processing.conflicting_status_reported_resumed_development_as_of_2026_022026-02-254FY2025 AFR states SSA is no longer pursuing DMP after the earlier pause; historical OIG reports remain relevant to sunk cost and lessons learned. FY2027 Good Accounting report, with statuses current through 2026-02-25, separately says SSA resumed development of the modernized debt management system in FY2025 and moved closer to implementation. This conflicts with the FY2025 AFR statement that SSA was no longer pursuing DMP; both are retained and current production/implementation status remains unresolved.PROJ_DRSprojectDisability Research SurveysDRSDisability / ResearchResearch project encompassing NBS, New Applicant Survey and a planned children/youth survey.terminated_fy20252026-10-035FY2026 budget says the DRS vendor contract was terminated in FY2025.PROJ_EEAprojectElectronic Evidence AcquisitionEEADisability / Medical EvidenceModernization initiative for electronic submission of medical evidence, HIT-partner interoperability, workload optimization, and ERE modernization.historical_modernization_fy202420245FY2025 budget describes FY2024 work; current architecture lineage beyond stated targets is not inferred.PROJ_ENHANCED_MEDICAL_ACQprojectEnhanced Medical Acquisition and ProcessingEnhanced Medical AcquisitionDisability / EvidenceFY2027 initiative to update NCPS features used by DDSs, centralize forms and medical-evidence requests, expand case-processing functions, and use AI to help identify determination-ready claims.planned_fy202720265FY2027 requested cost: $2.9 million.PROJ_ENTERPRISE_CRMprojectEnterprise Customer Relationship Management SystemEnterprise CRMCustomer Service / CRMPlanned enterprise CRM modernization intended to provide a 360-degree customer view and integrate with service-delivery applications.planned_fy20272026-10-035FY2027 budget request: $46.8M.PROJ_ENTERPRISE_DOCUMENT_INTAKEprojectEnterprise Document IntakeEvidence / Document IntakeFY2026 modernization initiative allowing customers to upload evidence and signed forms for automatic transmission to downstream systems.budget_plan_fy20262025-05-015FY2026 budget request: $36.0M; no named downstream system is inferred.PROJ_ENTERPRISE_DOC_MGMTprojectEnterprise Document Management ProductEnterprise Document ManagementEvidence / Document ManagementPlanned enterprise document-management product intended to consolidate existing document-management solutions and simplify downstream integration.planned_fy20272026-10-035FY2027 budget request: $27.4M.PROJ_ESERVICES_ENTERPRISE_APIprojecteServices Commissioner Priority - Enterprise Application Programming Interface DevelopmentDigital Services / Integration ModernizationCommissioner-priority SSA IT investment for enterprise application-programming-interface development.canceled_by_2025_032026-09-295OIG reports FY2021 investment period, $7.9 million actual cost as of 2025-09-30, and canceled status as of March 2025. No specific API gateway, platform, or deployed enterprise service is inferred.PROJ_ETDMSprojectEnterprise Test Data Management SystemETDMSInfrastructure / Testing / Data ManagementSSA project intended to provide VDB users with enterprise test-data management capabilities for system testing and to coordinate with the Data Access the Life Cycle initiative.cataloged_project_intent_20262026-10-055Current federal data catalog metadata uses future/intended language, so the Atlas does not mark ETDMS as deployed production capability.PROJ_EWCDR_FY26projectElectronic Work Continuing Disability RevieweWCDRDisability / Work CDRFY2026 modernization initiative intended to accept wage and employment information from payroll data providers.budget_plan_fy20262025-05-015FY2026 budget request: $8.0M. Not asserted to be identical to the FY2027 Work CDR Product.PROJ_EXHIBITING_PREPprojectImproved Exhibiting and Prep WorkAdjudication / Evidence PreparationFY2027 planned updates to adjudication systems to improve evidence review/exhibiting and eliminate duplicate evidence.planned_fy202720265FY2027 budget request: $0.4M; affected systems are not named publicly in the budget table.PROJ_FORMS_MODERNIZATIONprojectForms ModernizationDigital Forms / ClaimsFY2026 initiative to let customers fill and submit forms online and make form data available in later benefit-adjudication steps.budget_plan_fy20262025-05-015FY2026 budget request: $10.0M.PROJ_HEARING_SCHEDprojectStreamline Hearing Scheduling ProductHearings & Appeals / SchedulingFY2027 planned product integrated with NCPS to provide representative and ALJ availability and facilitate hearing scheduling.planned_fy202720265FY2027 budget request: $11.7M.PROJ_IMAGEN_EXPANSIONprojectIncrease IMAGEN Adoption and ExpansionIMAGEN ExpansionDisability / AI / EvidenceFY2027 initiative to increase adoption and expand IMAGEN, including integrations with other systems and user-interface improvements.planned_fy202720265FY2027 requested cost: $2.5 million.PROJ_MYSSA_ALL_COMMSprojectNotices and All Customer Communications on my Social SecurityAll Customer Communications on mySSADigital Service / CommunicationsFY2027 modernization initiative to make agency-generated written communications and notices accessible online through my Social Security and expand opt-in digital delivery.planned_fy20272026-10-055FY2027 budget request lists $17.5 million; implementation architecture and relationship to CCM/notice-generation systems are not inferred.PROJ_MYSSA_MOBILEprojectmy Social Security Modernization and Mobile AppmySSA ModernizationDigital ServiceModernization project for my Social Security, including mobile-app capabilities described in FY2027 budget materials.planned_launch_fy2026_with_fy2027_expansion2026-10-055FY2027 budget, issued April 3 2026, says SSA planned to launch the mobile app in FY2026 and invest in expansion during FY2027. No later first-party launch confirmation was located in Run 65; launch completion is not inferred.PROJ_NCPS_SCHED_FY26projectNCPS Scheduling InitiativeNCPS SchedulingHearings & Appeals / SchedulingFY2026 initiative to integrate calendar availability into NCPS for parties needed to schedule hearings and expose representative availability.budget_plan_fy20262025-05-015FY2026 budget request: $3.0M. No identity with the FY2027 Streamline Hearing Scheduling Product is inferred.PROJ_NETWORK_ASSESS_2026projectSSA Network Infrastructure Assessment and Future-State RecommendationsInfrastructure / Network / ModernizationIndependent third-party assessment project examining SSA current network infrastructure and recommending a future state.observed_in_progress_20262026-10-054Government award description validates the assessment scope. Specific network components, findings, target architecture, and recommendations are not public in the award record.PROJ_NUMIDENT_VERIFY_CONSOLIDATIONprojectCentralized Numident Verification Platform ConsolidationIdentity / Data ExchangeModernization effort to extend an already-established FY2026 centralized data-exchange application by incorporating some Numident-verification systems.partial_data_exchange_centralization_complete_numident_expansion_planned2026-10-065August 2026 OIG says SSA had already coordinated and combined several data-exchange systems into a centralized application in FY2026, while incorporation of some Numident verification systems remained planned. OIG does not name the application or systems to be incorporated. Run 85 retains OIG September 3, 2026 finding that consolidation is planned but matching-criteria governance and periodic risk assessment also require attention; SSA agreed to OIG recommendations.PROJ_OIG_ANALYTICS_PLATFORMprojectOIG Internal Analytics PlatformOIG Data / AnalyticsAnalytics platform OIG began building in FY2026 to streamline and expedite data extractions for audits and investigations.under_construction_fy20262026-06-105Testimony describes index-file construction, documentation, and requirements gathering; platform product and final deployment are not public.PROJ_PC_IMPROVEMENTprojectProcessing Center ImprovementPC ImprovementTitle II / Processing CentersFY2027 modernization initiative to refine and expand processes so fewer items require manual review and fall into Processing Center backlogs.planned_fy202720265FY2027 requested cost: $6.3 million.PROJ_PE_MODERNIZATIONprojectBenefits Post-Entitlement Modernization InitiativePE initiativeTitle II / Post-EntitlementBenefits-domain initiative intended to streamline post-entitlement processing, reduce exceptions and redundancy, and support more automated entitlement, overpayment, underpayment, accounting, and notice actions.historical_modernization_initiative20195FY2020 budget describes planned redundancy reduction among the MCS Pending File, Title II Shared Database, and MBR and planned removal of MCS Pending File dependency on legacy IDMS database structure.PROJ_RCIRPprojectRe-engineered Comprehensive Integrity Review Process Operational Case WorkloadrCIRPProgram Integrity / ModernizationSSA re-engineering investment intended to replace or change the legacy Comprehensive Integrity Review Process case-workload approach.on_hold_after_partial_implementation2026-09-295OIG reports partial implementation in parallel with the legacy process in 2021, IT IRB defunding except contractor support in FY2022, later reversion to the legacy process, and $34.4 million actual cost as of 2025-09-30.PROJ_SSI_UNDERPAY_UIprojectSSI Underpayments User InterfaceSSI Underpayments UITitle XVI / Payment AccuracyPlanned user interface intended to add systems controls for SSI underpayments, including support for the required two-PIN review process.planned_fy20272026-02-255FY2027 Good Accounting report says SSA anticipates beginning development in FY2027.PROJ_SSN_CARD_MODERNIZATIONprojectSocial Security Number Card Services ModernizationSSN Card Services ModernizationIdentity / EnumerationPlanned modernization of SSN card services including a digital solution for customers to view SSN information on mobile devices.planned_fy20272026-10-035FY2027 budget request: $19.4M.PROJ_SSOARS_FMQSMOmodernization_projectSSOARS FM QSMO Core Financial System ReplacementFM QSMO replacementFinance / ModernizationSSA FY2025 plan to evaluate/procure a Treasury-approved Financial Management Quality Service Management Office core financial system and implementation services, with tentative cutover at beginning of FY2029 if procurement timing is met.planned_fy2026_procurement_status_unconfirmed2026-01-154Plan stated in FY2025 AFR; this run found no later first-party SSA award/cutover confirmation.PROJ_TAA_SIMPLE_RMprojectTechnology Assisted Adjudication for Simple Retirement and MedicareRetirement / Medicare ClaimsFY2027 planned tool to process simple retirement and Medicare claims and highlight issues in more complex claims for technician review.planned_fy202720265FY2027 budget request: $3.4M.PROJ_WORK_CDRprojectWork Continuing Disability Review ProductWork CDR ProductDisability / Continuing Disability ReviewPlanned modernized application supporting work reports, paystubs, work reviews, notices/forms and workload management for disability work CDR processing.planned_fy20272026-10-035FY2027 budget request: $8.8M.
Run 103, FY2025 SSA AFR: agency planned a new Electronic Work CDR MVP by end FY2026. Launch as of 2026-10-07 is not independently confirmed; do not mark operational based solely on historical plan.PROJ_YTEDdemonstration_projectYouth Transition Exploration DemonstrationYTEDTitle XVI / Demonstration / Youth TransitionSSA demonstration whose SSI participants are documented in CCE and identified by a special code on the Supplemental Security Record.observed_current_policy2026-02-065POMS section applies to participants with current SSI entitlement.QRY_ALPHADENTquery_systemAlphadent FileAlphadentIdentity / EnumerationSSA master-file query/file referenced in current IRS Form 3857 identity resolution alongside Numident, DEQY, ERQY and MBR.observed_current_reference2025-06-134Public POMS establishes operational use but not physical storage, database technology, field structure, or hosting.QRY_COLLECTIONquery_systemCollection QueryDebt & Overpayments / QueriesSSA query capability used in overpayment and Treasury Offset Program case review alongside MBR, ROAR, PHUS, SSR, and Evidence Portal.observed_current_reference2026-09-304OIG names Collection Query but does not describe its technical implementation or data source.QRY_DEQYquery_systemDetail Earnings QueryDEQYEarnings / QueriesImmediate online query that displays detailed earnings and related data extracted from the Master Earnings File and Employer Identification File.observed_current2026-10-035QRY_EARQ_LEGACYquery_systemLegacy Earnings Alert QueryEARQEarnings / QueriesLegacy Earnings Alert Queries display used through PCOM and explicitly retained for interim operational use in July 2026.legacy_but_instructed_for_interim_use2026-07-145Emergency message calls this the legacy EARQ system/application in PCOM; retirement date is not public.QRY_ECO_MASTERquery_systemECO Master QueryECO Master QueryDebt & External Collections / QueriesQuery used to review ECO Master information including AWG status, employer information, notice history and related external-collection data.observed_current_policy2022-08-225Accessible from the External Collection Operation Menu (TRMU) under current public POMS.QRY_ERPC_SEARCHquery_interfaceeRPC Search Data / Text SearchRPC SearchDisability / Program Consultation AnalyticsSearch functions in eRPC used to locate RPC cases by case number or criteria and search case narrative text.observed_current_policy_reference2026-10-075QRY_FACTquery_systemFull Account QueryFACTTitle II / QueriesFull MBR query used to inspect Title II beneficiary/account history.observed_current2026-10-035Current SSA procedures continue to direct FACT use.QRY_HEARquery_interfaceHearing Query Selection ScreenHEARHearings & Appeals / QueriesMedical-hearing status query available from the Queries link on the eView Case Documents tab after CPMS retirement.observed_current2026-10-045Current EM identifies HEAR as the post-CPMS medical-hearing status lookup path.QRY_HIQRquery_interfaceHI/SMI Query ResponseHIQRMedicare / QueriesQuery response screen used to verify Medicare start dates, billing information, and Medicare card issuance after TAA processing.observed_current_reference2026-01-305Architecture and authoritative backing store are not stated in the public emergency message.QRY_MEDQquery_systemMedicare Query SystemMEDQMedicare / Extra HelpSSA query system used in MAPS verification procedures to view prior agency-data entries including OPM/IRS information.observed_current_policy_reference2026-10-075No implementation or storage technology inferred.QRY_OFFLINE_CCTLquery_systemOffline SSI Case Control QueryOFFLINE CCTLTitle XVI / QueriesOffline SSI case-control query referenced in current field-office folder-location procedures.observed_current_reference2024-02-064Current POMS reference establishes use, not underlying implementation.QRY_OHAQquery_systemOffice of Hearings and Appeals QueryOHAQHearings & Appeals / QueriesLegacy hearing-query tool still referenced in a 2024 field-office medical-folder search procedure.legacy_query_still_referenced_20242024-02-064OAO removed OHAQ from a required Appeals Council query list in 2019, but current POMS still references it for folder-location detective work.QRY_QRSLquery_systemQuery Response Selection ListQRSLEnterprise QueriesQuery selection interface used to obtain benefit, payment and related query responses.observed_current2026-10-035Current debt and nonreceipt procedures continue to direct QRSL use.QRY_SEQYquery_systemSummary Earnings QuerySEQYEarnings / QueriesImmediate online query that displays yearly earnings totals derived from the Master Earnings File.observed_current2026-10-035QRY_SSIDquery_systemSupplemental Security Income DisplaySSIDTitle XVI / QueriesQuery display used to review Supplemental Security Record information.observed_current2026-10-035Current SSI and hearing procedures continue to require SSID.QRY_WMHHquery_systemWMS History QueryWMHHSSA Internal Operations / Workload RoutingQuery used by staff to review recent case movement when routing claims or post-entitlement work.observed_current_reference2026-10-044POMS names WMHH as WMS History Query but does not expand WMS or publish its hosting/topology.QUERY_THISquery_interfaceTHIS QueryTHISDisability / CDR / QuerySSA query checked for an exception when an expected Title II CDR update has not posted and no DIBCESS issue is present.observed_current_policy2026-08-124POMS names the THIS query but does not expand the acronym or document its backend in the public instruction.R106_E001user_interfaceMSSICS Non-Claimant Requestor ScreenANCRTitle XVI / AppealsNon-claimant requestor screen used to document a third-party SSI reconsideration request.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E002user_interfaceMSSICS Appeal Report of Contact ScreenRPOCTitle XVI / AppealsReport of Contact appeal screen documenting third-party SSI reconsideration communications.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E003user_interfaceMSSICS Appeal Disposition ScreenADISTitle XVI / AppealsAppeal disposition screen used to record SSI reconsideration dismissal or withdrawal.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E004user_interfaceMSSICS Appeal List or Appeal Status ScreenAPLSTitle XVI / AppealsAppeal listing/status screen referenced in reconsideration dismissal instructions.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E005user_interfaceMSSICS Core Appeal Data ScreenACADTitle XVI / AppealsCore appeal data screen with notice date used to evaluate timeliness and payment-continuation routing.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E006user_interfaceMSSICS Withdraw Appeal Evaluation ScreenAWDETitle XVI / AppealsWithdrawal evaluation screen used when a claimant withdraws an SSI appeal.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E007user_interfaceMSSICS Withdraw Appeal Explanation ScreenAWDWTitle XVI / AppealsWithdrawal explanation screen used for SSI appeal withdrawals.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E008user_interfaceNon-MSSICS SSI Appeal Disposition ScreenUAPDTitle XVI / AppealsAppeal disposition input used in non-MSSICS SSI reconsideration dismissals and withdrawals.documented_current_policy2026-10-075Operational instruction revised 2023-10-05; no physical persistence, DBMS, or transport inferred.R106_E009formSSA-1696 Claimant Appointment of RepresentativeSSA-1696Representation / AppealsClaimant appointment form used when requesting a representative for SSI appeals; unlike SSA-561-U2, appointment requires a signature.documented_current_policy2026-10-075R106_E010business_processSSI Third-Party Reconsideration Contact DevelopmentTitle XVI / AppealsField office develops third-party requests; uses ANCR/RPOC; seeks timely written claimant confirmation without recognizing mere telephone inquiry as an appeal.documented_current_policy2026-10-075R106_E011work_controlSSI Reconsideration Claimant Confirmation Follow-UpTitle XVI / AppealsIn specified third-party calls, follow up with claimant or recipient after 15 working days and close if response not received under POMS instructions.documented_current_policy2026-10-075R106_E012noticeSSA-L8165-U2 Important Information Dismissal NoticeTitle XVI / AppealsDismissal notice to SSI reconsideration requestor, without an appeal paragraph, under current policy.documented_current_policy2026-10-075R106_E013organizationMissouri Bureau of Vital RecordsState Vital Records / IdentityState bureau to which SSA sends manual birth-record verification requests when EVVE verification is unsuccessful in Missouri.documented_current_policy2026-10-075R106_E014business_processMissouri EVVE Failed Birth Verification Follow-UpIdentity / Vital RecordsWhen EVVE birth verification is unsuccessful, SSA prepares a DPS letter with the result printout, birth certificate copy, and SSA-562-U3 for the Missouri vital-records bureau.documented_current_policy2026-10-075R106_E015formSSA-L706 Letter to Custodian of Birth RecordsIdentity / Vital RecordsRelease/request letter for obtaining or verifying birth records; Missouri requires notarization in specified cases.documented_current_policy2026-10-075R106_E016formMissouri VS-151 Application for Birth or Death CertificationIdentity / Vital RecordsMissouri state certification request form offered as an alternative for certain state vital-record requests; state-specific, not an SSA standard form.documented_current_policy2026-10-075R106_E017data_artifactMissouri Failed EVVE Birth Verification Request PacketIdentity / EvidenceManual follow-up bundle includes unsuccessful EVVE result, copy of birth certificate, and SSA-562-U3 accompanying DPS correspondence.documented_current_policy2026-10-075R106_E018business_processSection 1634 SSI Medicaid Third-Party Liability DevelopmentTitle XVI / State Medicaid ExchangeCollects third-party health-insurance liability information for applicable 1634 States and supplies resulting details to state Medicaid agencies after allowed claims or qualifying posteligibility changes.documented_in_2016_poms_2025_regional_reference2026-10-074National instruction revised 2016-07-27 lies ~3 months outside strict rolling period; 2025 regional batch corroborates CCE workflow. Current statewide implementation and transmission mechanism unconfirmed.R106_E019user_interfaceMSSICS BMEN Health Expenses QuestionBMENTitle XVI / MedicaidMSSICS BMEN health-expenses question gates TPL data development in applicable SSI pathways per historical national guidance.documented_2016_historical2026-10-074R106_E020user_interfaceMSSICS BHLT Third-Party Insurance QuestionBHLTTitle XVI / MedicaidMSSICS BHLT holds yes/no/uncertain allegation of health insurance other than Medicare or Medicaid, with adjudication follow-up for uncertain reports.documented_2016_historical2026-10-074R106_E021user_interfaceMSSICS BTPL Third-Party Liability ScreensBTPLTitle XVI / MedicaidElectronic SSA-8019-U2 equivalent for non-Medicare/Medicaid third-party liability; historical source says free-format insurer/attorney names and addresses.documented_2016_historical2026-10-074R106_E022formSSA-8019-U2 Third-Party Liability InformationSSA-8019-U2Title XVI / MedicaidPaper form for claimant, policy-holder, insurer and potential liable party details forwarded to state Medicaid agency where policy requires.documented_2016_historical2026-10-074R106_E023data_attributeBTPL Insurance-Company and Liability-Party AddressesAddress Provenance / Title XVI / MedicaidHistorical BTPL address input for insurer, attorney and third parties. POMS describes these as free-format in 2016; neither a current residence address nor a proven program-master address write.historical_2016_data_shape_not_confirmed_20262026-10-074R106_E024data_attributeSSA-8019-U2 Claimant Contact AddressAddress Provenance / Title XVI / MedicaidClaimant address field on a paper SSI Medicaid third-party liability form; transaction-specific copy for state development.documented_2016_historical2026-10-074R106_E025business_processSSA-to-State Medicaid Third-Party Liability ReferralExternal Exchanges / State MedicaidAllowed SSI cases and qualifying posteligibility changes transmit or route insurer/third-party information to Medicaid agencies in applicable 1634 States; channel not generally identified.documented_regional_2025_batch2026-10-0742025 regional batch corroborates CCE electronic submission and paper fallback; not necessarily current all-state transport.R106_E026user_interfaceCCE Health Expenses and Third-Party Liability PageTitle XVI / State MedicaidCCE initial and redetermination page for collecting insurance third-party liability information in specified Dallas region POMS instructions.documented_regional_poms_2025_batch2026-10-074POMS underlying revision 2008 with 2025 batch; regional rather than universal implementation.R106_E027formSF-1449 Solicitation Contract Order for Commercial Products and ServicesSF-1449Procurement / AcquisitionOAG cites SF-1449 as a funding contract instrument used to inspect funded-through date in the published 2025 lapse-of-funding guidance.documented_oag_instruction_20252026-10-074Published OAG shutdown guidance references FY2025 funding; not proof a shutdown is occurring in Oct 2026.R106_E028formSF-30 Amendment of Solicitation or Modification of ContractSF-30Procurement / AcquisitionOAG cites SF-30 as a funding-modification document to inspect funded-through date in its published guidance.documented_oag_instruction_20252026-10-074Published OAG shutdown guidance references FY2025 funding; not proof a shutdown is occurring in Oct 2026.R106_E029formOF-347 Order for Supplies or ServicesOF-347Procurement / AcquisitionOAG cites OF-347 as an order form capable of defining funding coverage for a contract in published lapse guidance.documented_oag_instruction_20252026-10-074Published OAG shutdown guidance references FY2025 funding; not proof a shutdown is occurring in Oct 2026.R106_E030business_processSSA Contracting Officer Shutdown Performance DirectionProcurement / AcquisitionOAG website says only SSA contracting officers can direct contractors whether performance continues during a funding lapse; COR staff may issue technical guidance but not continuation authorization.published_contingency_guidance2026-10-074R106_E031business_processSSA Revolutionary FAR Overhaul Guidance PublicationProcurement / AcquisitionOAG publishes OFPP RFO FAQs regarding federal FAR overhaul under Executive Order 14275 and OMB memorandum M-25-26; SSA-specific internal adoption effects not established.published_current_oag_guidance2026-10-074R106_E032service_capabilitySSA eSignature Electronic Forms Submission Option (2024)Digital Services / Evidence IntakeSeptember 2024 SSA release says representatives can request electronic signature and customers submit selected signed forms and evidence through online eSignature/Upload Documents option.announced_operational_20242026-10-075R106_E033business_processTechnician-Sent eSignature Document Request LinkDigital Services / Evidence IntakeSSA representative sends a link to customer requesting selected forms or evidence using announced 2024 eSignature/upload flow.documented_20242026-10-075R106_E034data_artifact2024 Electronic Document Request LinkDigital Services / Evidence IntakeCustomer-facing link initiated by SSA staff for specified form or evidence submission in eSignature/Upload Documents.documented_20242026-10-075URL token format, expiry, transmission mechanism and hosting not described.R106_E035service_capabilitySSA Forms Catalog High-Assurance Upload Step-Up CohortDigital Services / Identity VerificationCurrent public Forms catalog lists five forms requiring additional identity verification for electronic submission: SSA-454-BK, SSA-827, SSA-2574, SSA-2935, and SSA-8510.documented_current_policy2026-10-075R107_E001business_processSSI All-Allowance AFI Account Verification RequirementTitle XVI / Program IntegritySince 2026-05-04, all SSI initial claim allowances, applicable reopenings, and reversals establishing initial eligibility require AFI verification regardless of alleged resources.effective_since_2026-05-042026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E002data_productAFI Geographic Search ResponseTitle XVI / Financial VerificationAFI geographic search response used to develop previously undisclosed financial accounts; a negative search is not a master-address update.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E003data_productAFI Relationship-Related Financial SearchTitle XVI / Financial VerificationAFI request search involving applicable claimant relationships; documented as an input requirement for initial SSI allowances.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E004exchange_artifactAFI Financial Institution Sub-Request ResponseTitle XVI / Financial VerificationResponses for AFI sub-requests may remain outstanding under policy when initial award is adjudicated, subject to processing rules.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E005external_serviceUnidentified AFI Financial Institution Liaison VendorTitle XVI / Financial VerificationSSA operational policy instructs an AFI vendor to liaise with participating financial institutions when electronic responses need follow-up; product and vendor identity not established.documented_current_policy2026-10-074External vendor function, identity, contract, transport, DBMS and retention unspecified. Do not merge with licensed USPS NCOA vendor.R107_E006formSSA-4641 Financial Institution Records Authorization and Request (Paper)Title XVI / Financial VerificationPaper SSA-4641 used to request financial records from financial institutions that are not participating in AFI electronic verification.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E007business_processAFI Nonparticipating Financial Institution Verification FallbackTitle XVI / Financial VerificationFor nonparticipating financial institutions SSA sends paper SSA-4641 through mail or fax to seek records.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E008business_processAFI Alternative Financial Evidence Adjudication and Later Response ReconciliationTitle XVI / Financial VerificationTechnicians may use complete bank statements, other FI records, or last-resort signed statement when AFI requests are pending and later handle AFI results as a separate posteligibility event.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E009data_domainAFI Historical Account Balance Verification WindowTitle XVI / Financial VerificationSSA instructs verification of financial balances for up to 25 prior months in applicable scenarios; this is a request/development window, not evidence of backend retention.documented_current_policy2026-10-075Up-to-25-month verification lookback; no inference of repository retention duration.R107_E010data_elementSSI Financial Institution First-of-Month Resource ValueTitle XVI / Resource ComputationSSI FI account resources use opening balance on first day of month or closing balance on last day of preceding month, subject to applicable exclusions.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E011business_processAFI Waiver Financial-Evidence Reuse for SSI EligibilityTitle XVI / Overpayment WaiverWhere required permission exists, FI verification obtained for Title II or XVI defeat-the-purpose waiver assessment may be reused to verify SSI resource months.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E012data_elementSSI Financial Institution Verification Permission StatusTitle XVI / Consent & Legal UseClaimant, recipient, and deemor financial-information consent status and collection dates recorded in SSI Claims Financial Institutions Permission page; duration valid until a terminating event.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E013business_processSSI Financial Permission Grant, Revocation, and Termination ProcessTitle XVI / Consent & Legal UsePermission is prospectively terminated upon written cancellation, deeming end, final nonappealable claim denial, or benefits eligibility termination; prior legally obtained period remains valid.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E014data_elementSSI Deemor Financial Permission Good-Cause ExemptionTitle XVI / Consent & Legal UseGood cause for missing deemor consent, documented on FI permission page and Report of Contact or EVID; based on abuse/harassment or deemor noncooperation subject to limits.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E015business_processSSI Financial Permission Harassment or Abuse Good-Cause DevelopmentTitle XVI / Consent & Legal UseCorroborating police, court, health or qualifying first-hand statements may support a good-cause exception from deemor consent; redevelop if circumstances change.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E016business_processSSI Financial Permission Deemor Failure-to-Cooperate Good-Cause DevelopmentTitle XVI / Consent & Legal UseGood-faith claimant effort and SSA assistance may support good cause where a deemor refuses permission, excluding specified guardian, payee and sponsor circumstances.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E017noticeDPS Financial Permission Request – Claimant (T16) NoticeTitle XVI / Notice & Work ControlClaimant/recipient-specific DPS financial permission request letter used when permission cannot be obtained in person or by telephone.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E018noticeDPS Financial Permission Request – Deemor (T16) NoticeTitle XVI / Notice & Work ControlDeemor-specific DPS financial permission request letter with language separate from claimant request.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E019work_controlFinancial Permission Request 15-Day Development Follow-UpTitle XVI / Notice & Work ControlSSI permission request controlled for 15-day follow-up via worksheet or MDW tickle when response is pending.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E020data_elementSSI Payment Status Code N18 – Financial Permission RefusalTitle XVI / Eligibility ControlSSI initial-claim denial code N18 when claimant or deemor fails to provide needed financial permission and no relevant good cause applies; N18 also has other refusal uses.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E021data_elementSSI Payment Status Code N05 – Financial Permission SuspensionTitle XVI / Eligibility ControlSSI posteligibility payment status N05 applied when financial permission is refused or canceled without applicable good cause after notice; N05 also has other uses.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E022noticeDPS Refused Financial Permission – Disapproved Claim (T16) NoticeTitle XVI / Notice & Work ControlManual refusal/financial permission denial notice sourced through DPS with an ORS copy under policy.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E023noticeDPS Refused Financial Permission – Suspension (T16) NoticeTitle XVI / Notice & Work ControlManual financial permission suspension notice sourced from DPS and sent to ORS with policy-prescribed effective date.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E024data_elementSSR Financial Permission Denial or Suspension RemarksTitle XVI / Eligibility ControlFinancial permission refusal/deemor good-cause exception reason recorded in SSI record remarks when N18 denial or N05 suspension used.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E025business_processSSI Claims Financial Permission Status-Change RecordingTitle XVI / Consent & Legal UseAfter a final permission status, subsequent change uses new Financial Institutions Permission page iteration; policy describes manual clearance/reseed when iteration limitations occur.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E026user_interfacePOS PEWE Earnings Report Input ScreenPEWETitle II / Earnings & WorkPEWE screen used by FO, PSC, or TSC to input reported annual earnings, nonservice months, and special wage payments through Title II Post-Entitlement System.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E027business_processTitle II Closed-Year Annual Work Report ProcessingTitle II / Earnings & WorkBeneficiaries or authorized representatives may report closed-year earnings via phone, visit or mail; SSA employees input annual reports through PEWE as needed.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E028business_processEEO Employer Identification Number Matching GateTitle II / Earnings EnforcementEEO compares current and prior-year MEF employer EIN detail before automated work-earnings enforcement selection to allow late postings.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E029data_storeEEO RSI Finder File for Deferred EIN-Match CasesTitle II / Earnings EnforcementCases failing EIN match during first two enforcement passes are sent to the RSI finder file for subsequent selection; physical format and persistence are undocumented.documented_current_policy2026-10-075Authoritative policy calls it an RSI finder file. Do not infer DBMS, cloud storage, batch mechanism or retention.R107_E030data_elementEEO Total Reported Earnings for Deduction PurposesTRETitle II / Earnings EnforcementEEO calculates Total Reported Earnings (TRE) using covered and noncovered earnings in MEF for earnings test deduction decisions.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E031data_elementTitle II Current-Year Earnings Estimate for Work EnforcementCYETitle II / Earnings EnforcementCurrent-year estimate used in earnings test handling; field offices seek a current estimate during beneficiary contacts when not already shown.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E032business_processEEO Three-Pass Annual Enforcement SelectionTitle II / Earnings EnforcementEEO runs in June, September and February following the close of year, considering current enforcement year and three prior years, with policy-described EIN matching differences.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E033work_controlEEO Potential Underpayment Enforcement CategoryTitle II / Earnings EnforcementEarnings test category where MEF-derived TRE suggests additional benefits after withheld payments, subject to stated exception criteria.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E034work_controlEEO TE No. 777 Enforcement CategoryTE 777Title II / Earnings EnforcementCategory when annual report missing and enforceable earnings above threshold but case is neither underpayment nor manual-contact category.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E035work_controlEEO Earnings-Test Overpayment Discrepancy CategoryTitle II / Earnings EnforcementEEO category where MEF earnings exceed reported or estimated amounts under specified policy thresholds.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E036work_controlEEO TE DIRCON Manual-Review Enforcement CategoryTE DIRCONTitle II / Earnings EnforcementEEO directs analyst review before payment when zero/negative TRE, significant discrepancy or FRA nonservice-month issues require judgment; not every case requires direct contact.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E037data_elementMBR Non-Service Month Earnings-Test AttributeNSMTitle II / Earnings EnforcementMBR nonservice-month data consulted for monthly earnings test grace-year work-deduction computation.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E038business_processMBR Beneficiary Own Account Number Correction During EEOTitle II / Identity & EarningsPolicy directs field office to correct the BOAN in MBR when earnings enforcement development establishes an incorrect account number.documented_current_policy2026-10-075Explicit staff-controlled MBR update from identity/earnings development; no automatic Numident change inferred.R107_E039business_processEEO MBR Surname Conflict Resolution Against MEFTitle II / Identity & EarningsWhen EEO reveals surname mismatch, verify with beneficiary; correct MBR if MEF name is right, otherwise leave MBR unchanged.documented_current_policy2026-10-075Conditional personnel action documented; not a general MEF-to-MBR synchronization.R107_E040business_processEarnings Enforcement Precedence Over Benefit RecomputationTitle II / Earnings & WorkIf AERO or requested recomputation and earnings enforcement may create an overpayment, resolve enforcement before recomputation.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E041business_processEEO Automated Earnings Enforcement Beneficiary Protest ReviewTitle II / Debt & EarningsBeneficiary protest of automated earnings processing may require stopping recovery using DMS DRPR, resolving MEF discrepancy and contacting employer as needed.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E042data_elementMBR Amended Annual Work Report TOER-M IndicatorTitle II / Earnings EnforcementPOMS identifies TOER-M in MBR as a marker for amended annual report relevant to enforcement case selection.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E043user_interfacePOS Change-in-PIA Recomputation InputCIPTitle II / Earnings & Benefit ComputationPOS Change in PIA (CIP) action used for a requested recomputation when related annual earnings report is entered through PEWE.documented_current_policy2026-10-075Modeled as a POS processing input; not proof of separate application or database.R107_E044business_processeRPS Prior Poor-Performance Payee Selection Approval ProcessRepresentative Payee / Program IntegritySelection of a payee applicant with poor performance requires documented manager approval in eRPS, followed by performance diary when selected.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E045user_interfaceeRPS Manager Approve Selection ScreenRepresentative Payee / Program IntegrityManager action to approve selection of a prior poor-performance payee applicant following case-specific documentation.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E046user_interfaceeRPS Selection-Required Notes ScreenRepresentative Payee / Program IntegrityeRPS screen for manager approval notes when poor-performance applicant is selected.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E047work_controlRepresentative Payee Poor Performance Three-Month Follow-Up DiaryRepresentative Payee / Program IntegrityThree-month diary established on eRPS Add New Issue screen or comparable diary control for SSA-624-F5 performance assessment.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E048formSSA-624-F5 Representative Payee EvaluationRepresentative Payee / Program IntegrityPayee evaluation associated with follow-up of selected representative payees with a history of poor performance.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E049work_controlSSR UA Representative Payee Performance DiaryUATitle XVI / Representative PayeeTitle XVI SSR diary in DA field used for follow-up of payee with poor past performance.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E050business_processSSI Savings Bond Future Resource Value Follow-UpTitle XVI / ResourcesSSA schedules RT diary before a savings bond may become countable or redeemable to recontact the claimant for verification.documented_current_policy2026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E051data_productOACT 2026 Retirement and Survivor Family Maximum Bend-Point FormulaActuarial / Benefit Formula PublicationPublished 2026 retirement/survivor family-maximum calculation with PIA segments and bend points 1643, 2371 and 3093; public calculation presentation only.published_20262026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E052data_productOACT Maximum-Taxable-Earnings Worker Benefit Examples through 2026Actuarial / Benefit Formula PublicationPublic OACT historical cohort table showing AIME and monthly benefit examples by retirement age for workers with maximum-taxable earnings; no public ETL architecture provided.published_20262026-10-075Logical/operational object only. No unsupported hosting, table, interface transport, DBMS, or automatic master-record write inferred.R107_E053data_productOACT Estimated Average Social Security Benefit Before and After 2026 COLAActuarial / Public StatisticsOACT estimates average benefit changes for categories and families under 2.8-percent 2026 COLA, using actual benefit data through August 2025.published_20262026-10-075Estimates based on data available through 2025-08; source system/pipeline and scheduler not disclosed.R108_E001user_interfacemyCOA My Profile Contact Link Input ScreenmyCOA Contact Linkperson/addressOnline input within my Social Security My Profile displays record addresses and permits eligible self-reported address and telephone changes.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E002business_processmyCOA Self-Service Address Change Eligibility Exclusionsperson/addressExcludes SSI/concurrent address updates, representative-payee cases, prisoners, pending initial claims or appeals, and changes for another individual.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E003business_processmyCOA Title XVI and Concurrent Telephone-Only Update Pathperson/addressQualifying SSI statuses and concurrent users can change telephone number but cannot update SSI mailing address through myCOA.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E004business_processmyCOA Change Confirmation Email Mail and Message Center Deliverydigital_serviceAfter eligible changes myCOA initiates notice by email/mail and a receipt in my Social Security Message Center.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E005logical_data_elementT2R COA Pre-Change MBR Mailing Address ReferencePre-MBR mailing addressperson/addressOld MBR mailing address is used for a separate fraud-alert notice, even if it belongs to payee rather than beneficiary; not an independent residential-address authority.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E006data_artifactT2R Change-of-Address Fraud Warning Notice Snippet SetCOA014/COA015/COA016correspondenceMandatory COA014, COA015, and COA016 text components document MBR change, unauthorized-change follow-up and my Social Security access.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E007business_processTelephone IVR-Reported Title II Change of AddressIVR COAperson/addressSSA introduced self-service telephone IVR change-of-address path in August 2020; confirmation notice is produced for this route.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E008platformLegacy TNA SKELCOMP Notice Composition ArchitectureTNAcorrespondenceFormer notice formatting architecture consumed T2R COA SKELCOMP; superseded by XML/CCM in October 2022.documented_operational_policy_as_of_referenced_revision2026-10-074Historical implementation as documented; no claim of continuing deployment.R108_E009processT2R Complete-Notice and Error-Log Disposition ControlcorrespondenceT2R generates complete standalone COA notices, excludes manual AURORA completion, and routes incomplete notice entries to an error log for staff investigation.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E010work_controlDATS AD Third-Party Death Verification AlertADidentity/deathThird-party report for beneficiary requires verificationdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E011work_controlDATS BX State-Agency Death Report AlertBXidentity/deathDeath information from non-vital-record state agency requires third-party verificationdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E012work_controlDATS CM CMS Death Report AlertCMidentity/deathCMS-origin death report requires third-party verificationdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E013work_controlDATS VA Veterans Affairs Death Report AlertVAidentity/deathVA-origin death report requires third-party verificationdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E014work_controlDATS OP OPM Death Report AlertOPidentity/deathOPM-origin death report requires third-party verificationdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E015work_controlDATS DN Death Name Mismatch AlertDNidentity/deathDIPS report name mismatch requires developmentdocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E016work_controlDATS DX Death Report Not Entered Via DIPS AlertDXidentity/deathReported death requires a DIPS transaction if not already entereddocumented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E017work_controlDATS Numident-to-Payment Death Inconsistency AlertNUMI alertidentity/deathMonthly Numident alert identifies death recorded on Numident but absent on payment record(s) and requires review of which record is correct.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E018processDATS Daily DIPS Death Alert Refreshidentity/deathDIPS alert listing is refreshed daily, unlike Numident discrepancy listing.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E019processDATS Monthly Numident Death Reconciliationidentity/deathNumident/payout discrepancy alert updates on last weekend of month and may persist until next month after correction.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E020business_processDATS Non-Responder Alleged Death DIPS Processingidentity/deathFollowing SSA-2708 and 45-day nonresponse, staff can process alleged death in DIPS under the specifically documented non-responder category.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E021business_processDATS Verified-Alive Erroneous Death Clearanceidentity/deathStaff verify individual is alive, enter DATS remarks, and clear erroneous death report alert instead of marking deceased.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E022security_processDIPS EDR Death-Change Same-Day Second-PIN ClearanceEDR change 2-PINidentity/deathChanges to Numident deaths sourced from EDR need management second-PIN approval on same day or the transaction must be resubmitted.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E023security_processDIPS EDR Death-Delete Same-Day Second-PIN ClearanceEDR delete 2-PINidentity/deathEDR death-deletion requires management second-PIN approval same day, otherwise DIPS transaction must be reentered.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E024business_processDIPS Title XVI Death-Removal Manual Correction Following Deleteidentity/deathDIPS Delete removes Numident and Title II death but does not automatically remove Title XVI date of death; technician performs separate SSI corrective action.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E025business_processDIPS Missing-SSN Death Report Exception and BOAN DevelopmentNo SSN / BOANidentity/deathDIPS requires SSN; technicians must correct Title II BOAN or establish Numident before submitting death except permitted non-BOAN cases.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E026processDIPS Overnight Death Transaction Processingidentity/deathDIPS add/change/delete actions process overnight and staff must verify conditional cross-record posting.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E027governance_processSSA-721 Disposal After Numident Death Updateidentity/deathAfter Numident is updated, agency destroys received funeral director SSA-721 (preserving claim-specific input coding where needed).documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E028business_processSSA-721 Funeral-Report Survivor Outreach Triggerperson/addressSurviving spouse/child name and address on SSA-721 may trigger DPS Survivor Letter, but does not automatically change deceased or survivor master addresses.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E029data_elementSSA-721 Evidence Screen Code 721EVID 721identity/deathWhen deceased beneficiary has claim, EVID is annotated with 721; received paper SSA-721 destroyed after SSA record updates.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E030business_processNorthern Mariana Islands Social Security System Beneficiary Exception ProcessNMISSSTitle IISSA documents T2R inability to automate certain NMISSS post-entitlement actions, requiring manual PC processing.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E031data_elementMBR Northern Marianas Social Security Beneficiary Special MessageTitle IIMBR Special Message text flags Northern Marianas Islands SS beneficiaries for exceptional processing.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E032data_elementMBR Northern Mariana Island Account Data IndicatorTitle IIAccount data may display N Mariana Island, another indicator of NMISSS beneficiary status.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E033organization_componentWestern Program Service Center Operations Analysis SectionWNPSC OASTitle IIWNPSC Operations Analysis Section carries manual MACADE processing for NMISSS exceptions, regardless of usual PCOC.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E034business_processNMISSS Post-Entitlement POS Exception and Manual MACADE AdjustmentTitle IIPOS changes for NMISSS (address, direct deposit, death, work) cause T2R exception and must be sent to WNPSC OAS for manual MACADE action.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E035business_processMINE or MINE-Equivalent CDR Field Office Screen-OutMINE CDR screen-outdisabilityFO reviews comparison-point determination, medical diary and screening criteria and can refer directly to DDS without a full SSA-454 interview.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E036data_artifactElectronic MINE CDR Referral MessagedisabilityFO places electronic message MINE or MINE-equivalent CDR on qualifying electronic case before routing to DDS.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E037data_artifactPaper MINE CDR Route Slip AnnotationdisabilityFor paper folder, FO marks route slip when forwarding qualifying MINE referral to DDS.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E038business_processDDS MINE-Equivalent Screen-Out Return for Full CDR InterviewdisabilityDDS can reject FO MINE characterization and return case for ordinary SSA-454 interview and full medical development.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E039business_processMINE CDR Comparison Point Decision Medical Evidence ReviewCPD reviewdisabilityPrior comparison-point decision and supporting medical evidence must be examined to qualify for MINE treatment.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E040work_controlDCPS Medical Evidence Nonrequest Rationale Case NoteDCPS Case Notedisability/evidenceWhen DDS does not request records from an identified medical source, name and reason must appear in DCPS Case Note or case-development record.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E041business_processTraditional Graphical Medical Test Evidence Retrievaldisability/evidenceDDS requests visual-field tracings, audiograms, PFT graphs, abnormal cardiac stress tests or other graphics through traditional source channels when HIT standard document lacks them.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E042business_processPost-DDS Decision Field Office Medical Evidence Receipt Reviewdisability/evidenceFO triages evidence arriving after DDS determination; paper-folder duplicates retained and marked, electronic-folder follow established CEF procedures.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E043user_interfaceSSA-827 eAuthorization Attestation Input ScreenSSA-827 eAuthorizationdisability/evidenceEDCS/eView attestation screen records signer decision and employee witness; accepted submission populates electronic SSA-827.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E044data_artifactElectronically Signed SSA-827 Signer and Witness Fieldsdisability/evidenceSSA electronically populates signer name/date/identity and attesting employee identity/contact data onto rendered SSA-827.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E045business_processSSA-827 Attestation Automatic Electronic Folder Filingdisability/evidenceAccepted attested SSA-827 is added automatically to electronic folder without scanning or faxing form back.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E046business_processSSA-827 i3368/i3441 Internet Click-and-Sign Consent Routedisability/evidenceEligible adult signing via Internet i3368 or i3441 records intent by Submit, with electronic signed SSA-827 generated.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E047governance_processSSA-827 Minor Age Twelve or Older Dual-Signature Ruledisability/evidenceSome minor claimants aged 12 or older require both child and authorized adult signatures, subject to state privacy-law and policy exceptions.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E048user_interfaceMCS CLLP Client Lawful Presence Payment Provision ScreenCLLPperson/immigrationPrior cleared MCS claim CLLP proof and permanent status can support later benefits lawful-presence proof with nonconflicting remarks and verification rules.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E049data_elementNumident IDN H Permanent Work Authorization CodeIDN Hperson/immigrationCode H represents permanent work authorization, not automatic current evidence of U.S. lawful presence; immigration circumstances may have changed.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E050business_processLawful Presence Verified-Record Conditional Evidence Reuseperson/immigrationPrior MBR/SSR/archived MCS/MSSICS proof can be reused only with acceptable codes, claims remarks, unchanged status, and conflict checks; Numident alone insufficient.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E051data_artifactSSA Online SAVE Query Response Person Attribute SetSAVE response attributesperson/immigrationDHS SAVE online response may expose first/last name, DOB, country of birth, SSN, entry date, status, verification number and eligibility statement; not SSA master record.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E052governance_processNumident Identity Work-Authorization versus Lawful-Presence Evidence Restrictionperson/immigrationSSA policy expressly says Numident alien data and IDN H do not independently prove lawful presence for payment; additional documentary or DHS status verification required.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E053business_processEmergency Consultative Exam Report Medical-Source Disclosuredisability/evidenceWhen CE results show an imminent life-threatening finding, DDS may send a copy to existing medical source without patient permission under health/safety disclosure exception.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E054noticeClaimant Notice of Emergency CE Medical-Source Disclosuredisability/evidenceIf DDS discloses emergency CE report without claimant permission, claimant is notified and letter retained in disability folder.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R108_E055business_processEmergency CE Report ERE or Direct-Fax Release Routedisability/evidenceDDS sends urgent exam report by expeditious method, ERE or direct fax if available, and phones medical source to advise.documented_operational_policy_as_of_referenced_revision2026-10-075Policy documents logical or business surface; physical database/hosting/transport not established.R109_E001user_interfacePUPS Title XVI Prisoner Update Screen (PU16)program_integrity/prisonerPUPS input for Title XVI confinement dates, facility ID, case flags and suspension action codes.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E002user_interfacePUPS Prisoner Remarks Screen (PRMK)program_integrity/prisonerPUPS case-level explanation for MSSICS and non-PUPS manual processing, distinct from SSR remarks.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E003user_interfacePUPS Prisoner Summary Screen (PUST)program_integrity/prisonerDisplays PUPS *PENDING when suspension input has been transmitted but SSR feedback is outstanding.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E004user_interfacePUPS Title XVI Prisoner Status Query (P6QY)program_integrity/prisonerShows PUPS generation date, N22 feedback and corresponding incentive payment amount/date.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E005user_interfaceSSI Claims Institution Residence Screen (LINS)title_xvi/claimsFor active MSSICS cases, institution residence screen indicates Prisoner and supports N22 payment processing.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E006data_elementSSR N22 Prisoner Nonpayment Statustitle_xvi/paymentTitle XVI prisoner nonpayment status posted to the SSI payment record.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E007business_processSSR-to-PUPS N22 Suspension Feedback Cycleprogram_integrity/prisonerSSR feedback following N22 posting changes PUPS case state from PENDING to SUSPENSION and can trigger incentive determination.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E008data_artifactPUPS-Generated SSA-1719B Suspension Transactiontitle_xvi/paymentPUPS builds SSA-1719B suspension input for eligible non-MSSICS recipient cases.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E009data_elementPUPS PU16 Prisoner Mailing and Residence Address Inputsperson/addressPU16 interface permits address editing for prisoner notices; no unqualified SSR/Numident address-update behavior is established.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E010business_processPUPS Title XVI Automated Suspension Exclusion Routingprogram_integrity/prisonerWhen payee, institution, status or other specified conditions prevent automated suspension, FO applies SSI data-input or MSSICS route.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E011business_processPUPS Manual Reporter Incentive Payment Request and Approvalprogram_integrity/incentiveField Operations or PC coordinator verifies S7/N22 payment status and forwards documented request to Central Office for monthly authorization.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E012data_elementPUPS Reporter Identification Code (RID)program_integrity/incentiveCode associated with the prison reporter, required in manual incentive request.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E013work_controlPUPS Manual Incentive Payment Exception Controlprogram_integrity/incentiveFlags missed MBR S7 or SSR N22 feedback, status exclusions, and disputed payments for manual review.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E014business_processCentral Office Monthly Manual Incentive Authorizationprogram_integrity/incentiveCentral Office authorizes manual reporter incentive payment releases on a monthly cadence after required controls.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E015user_interfacePUPS Title II Prisoner Update Screen (PU02)program_integrity/prisonerPUPS Title II clearing of *PENDING prisoner reports before manual incentive processing.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E016user_interfaceSUMS/MCAS SSN/IRS/SSID Workload Listing Queryperson/irs/address_provenanceMI Central workload-listing query by SSN/IRS/SSID can retrieve IRS 5B/5H interface alerts and informational reports.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E017business_processSSI IRS 5B and Pension 5H Workload Release Calendartitle_xvi/irs_control5B diaries released October, February, June; 5H pension alerts are released in conjunction with 5B workload.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E018data_elementSSID DIAR Segment Dedicated Account Diary Maturitytitle_xvi/controlSSI DI dedicated account diary selection and maturity recorded in SSID DIAR segment.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E019data_artifactSSI Redetermination Priority Diary Profiles and Selection Ordertitle_xvi/workloadPolicy orders RZ and LI release by profiles and priority diaries, not an independent electronic Person system.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E020data_elementeRPS Organization ID ZIP and Sequence Identifierperson/payee_identityeRPS creates unique organization identifier using organization ZIP code plus sequence number; not a beneficiary address credential.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E021business_processRepresentative Payee Legal Structure Classificationperson/payee_identityFO determines Individual versus Organization using legal business structure, not merely the EIN or outward business name.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E022business_processeRPS Organizational EIN and State Incorporation Evidence Developmentperson/payee_identityFO manager requests IRS or state registration evidence when organizational legal status or EIN conflicts with EIF.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E023data_elementeRPS Payment Legend Payee Display Name Attributepayments/payeePayee payment legend should show individual or organization name, including DBA where relevant; distinct from proof of identity.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E024external_serviceTreasuryDirect Electronic Savings Bond Account Serviceexternal/treasuryTreasury official account-based service for holding and transacting electronic U.S. savings bonds.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E025data_artifactTreasuryDirect Current Holdings Summarytitle_xvi/resourcesAccount-holder supplied verification of electronic bond issue confirmation number, dates, ownership and value.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E026user_interfaceSSI Claims Stock Bond or Mutual Fund (RSTB) Pagetitle_xvi/resourcesMSSICS resource documentation page records paper serial number or electronic sequential issue confirmation number and monthly redemption value.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E027user_interfaceSSI Claims CMSC Resource Coding Screentitle_xvi/resourcesCMSC screen can record RE21 savings bond case-characteristic coding with MSSICS bond resource entries.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E028data_elementSSI RE21 Savings Bond Case Characteristic Codetitle_xvi/resourcesRE21 code in CG or CMSC identifies savings bond resource characteristic; not a bank address or source of contact data.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E029business_processSSI Savings Bond Paper versus Electronic Resource Verificationtitle_xvi/resourcesStaff distinguish paper bonds and claimant-provided TreasuryDirect electronic account Current Holdings evidence; EVID/SSR/MSSICS retain verified case values.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E030user_interfaceEDCS Select Case Level CDR Hearing Optionhearings/disabilityeCDR cessation appeal intake case-level option in EDCS.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E031user_interfaceEDCS CDR Hearing Case Creation Confirmationhearings/disabilityAppeal filing date is imported from MSSICS where available or manually entered when creating CDR hearing.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E032data_artifactEDCS CDR Hearing Person and Representative Contact Dataperson/addresseCDR hearing case includes claimant, attorney, and payee names and addresses plus appeal and statutory continuation information.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E033business_processTitle XVI eCDR Appeal SSR Pretransfer Synchronizationhearings/disabilityFor SSI-only/concurrent cases, FO documents cessation appeal/SBC election through MSSICS to SSID before EDCS transfer; FO verifies address/phone/representatives on mainframe.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E034business_processEDCS eCDR Prior Comparison Point Decision Folder Linkingdisability/evidenceEDCS supports linking electronic CPD comparison folder to current eCDR; paper folder is routed physically.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E035business_processSSI Reopening Affirmative Action in Writing Evidentiary Clocktitle_xvi/reopeningPolicy uses receipt date of specified signed communications, financial institution reports or IRS interface alert development to determine reopening procedural dates.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E036data_artifactSSI IRS Interface Alert Reopening Development Triggertitle_xvi/irs_controlIRS interface alert may prompt resource or income development; alert and development date do not prove resource or address values were correct.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E037business_processe1696 Portal Exclusion of Supplemental Attachmentsrepresentation/intakeSSA e1696 online appointment-of-representative route cannot accept other representational document attachments with submitted e1696.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E038business_processDDS Appointment of Representative Misrouted Form Redirectrepresentation/intakeDDS cannot process SSA-1696; it routes form received to servicing SSA field office.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R109_E039business_processRepresentative Payee Selection Without SSN Manual Record Updateperson/payee_identityWhen a selected payee lacks SSN and cannot receive one, SSA uses paper SSA-11-BK and manual MBR/SSR payee selection.documented_operational_policy_as_of_referenced_revision2026-10-075Documented policy/data product, not proof of underlying storage, vendor, infrastructure, or automatic update absent explicit source language.R110_E001organizationSSA Information Retrieval Groups (IRG)title_ii/paper_evidenceSSANRC and MAMPSC teams supply information/documents from stored Title II paper folders to FO, WSU and PC; do not adjudicate or update screens.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E002facilitySSA National Records Center (SSANRC)title_ii/paper_evidenceSSA facility storing Title II paper claims folders; IRG provides targeted information retrieval.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E003business_processInformation Retrieval Group Stored-Folder Information Requesttitle_ii/evidenceStaff first check electronic sources and current PCACS location, then request targeted information from IRG rather than defaulting to full paper-folder retrieval.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E004data_attributePCACS Current Paper Folder Location Indicatortitle_ii/folder_locationPCACS query supplies current location; unlike MBR FLI, it must be refreshed because folders move.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E005data_attributeMBR Folder Location Indicator (FLI)title_ii/folder_locationMBR folder-location field explicitly considered unreliable for current paper-folder retrieval under IRG policy.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E006work_controlPCACS CAVE FILE Location Referencetitle_ii/paper_evidencePCACS LOCATION field CAVE FILE marker triggers an ADMS request to the SSANRC IRG; no physical store type established.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E007work_controlPCACS QUES Folder Location Codetitle_ii/paper_evidencePCACS QUES indicates case folder is not in the National Records Center, so staff must not send an IRG information request.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E008interfaceAdministrative Message (ADMS) IRG Requesttitle_ii/paper_evidencePCOM SSA Main Menu -> ADMM option 15 sends targeted IRG administrative requests, with SSN/number holder name and request details.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E009user_interfacePCOM Administrative Applications Menu (ADMM)title_ii/paper_evidenceAdministrative Applications Menu accessed from SSA Main Menu for ADMS requests to SSANRC IRG.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E010business_processIRG Retrieved Paper Information Electronic-Folder Deliverytitle_ii/evidenceIRG may convey retrieved information by telephone, fax, email or upload to an electronic claims folder; no specific transport/retention proven.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E011user_interfaceT2Fld Title II Folder Location Toolbar Macrodisability/record_locationT2Fld macro in Query Master/PCOM toolbar can locate Title II folders; software implementation unconfirmed.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E012user_interfaceT16Fld Title XVI Folder Location Toolbar Macrodisability/record_locationT16Fld macro in Query Master/PCOM toolbar can locate Title XVI folders.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E013user_interfaceQuery Master Toolbardisability/record_locationSSA Query Master includes T2Fld/T16Fld folder-location macros as of 2023 POMS; runtime details undisclosed.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E014business_processCDR Comparison Point Decision (CPD) Date Verificationdisability/cdrSSA identifies most recent favorable medical decision and examiner-signature date from SSA-831/832/833 or decision; requires proper CPD folder.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E015document_repositoryCPD Medical and Vocational Evidence Folderdisability/cdrComparison-point decision folder must contain pertinent medical and vocational evidence from most recent favorable decision.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E016data_attributeeView Initial Case Status Paper-Folder Indicatordisability/cdreView Status/History Initial Case Status Summary checkbox tells staff whether a paper folder was created for a filing.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E017document_repositoryTitle XVI Brown Nonmedical Paper Folderdisability/paper_evidenceLegacy concurrent-case brown folder contains nonmedical Title XVI records and is not itself qualifying CPD folder.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E019user_interfaceEXR Assistant Folder-Location Workflowdisability/exrNamed workflow assistant referenced for folder location and potential unable-to-locate form workflows.documented_policy_2022_20262026-10-0742023 POMS names assistant; future planned custom form within WAC is not proof of deployment.R110_E020user_interfaceAFL Unable-to-Locate Folder Form Generatordisability/record_locationPOMS describes AFL generating custom SSA-5002 for unable-to-locate folders, with future WAC integration described as planned.historically_described_planned_WAC_feature2026-10-074Expansion of AFL acronym unspecified. Custom Express Forms feature described prospectively in 2023, deployment unverified.R110_E021business_processTitle II Work CDR Reconsideration in eWorkdisability/work_cdrReconsideration of earnings/work determinations established in eWork; new adjudicator reviews evidence and issues a decision.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E022business_processTitle II Work CDR Reopening in eWorkdisability/work_cdreWork work-review reopening with revised earnings and work incentive information subject to administrative finality.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E023work_controleWork Work CDR Direct-Input/Reconsideration Exclusiondisability/work_cdrInitial determination outside eWork creates reconsideration exclusion; some reversals excluded from POS direct input.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E024business_processWork CDR Determination Electronic-Folder and PSC Paperless Multi-Faxdisability/evidenceWhen FO decisions require PC action, documentation is faxed to both the certified electronic folder and PC Paperless; barcode for fully electronic cases.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E025formSSA-899-U2 Continuing Disability Review Formdisability/work_cdrNamed revised or affirming work CDR determination form used in Title II reconsiderations.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E026business_processeWork FO-to-PC Work CDR Reconsideration Transferdisability/work_cdrFO forwards eWork reconsideration to PC/DCR when processing cannot be completed locally and dual routes evidence as instructed.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E027business_processDDS Congressional Inquiry Case Handlingdisability/congressional_serviceDDS acknowledges and tracks congressional and White House case inquiries, responding based on folder location and claim status.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E028work_controlDDS Congressional Inquiry Electronic Folder Flagdisability/congressional_serviceDDS marks pending/completed inquiry on folder and electronic folder; not a separate enterprise database.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E029work_controlDDS Congressional Inquiry 20/30-Day Follow-Up Diarydisability/congressional_serviceDDS tracks 20-day deadline after acknowledgement and 30-day interim-report follow-ups until final disposition.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E030data_productDDS Congressional Inquiry Interim and Final Responsesdisability/congressional_serviceDDS interim and final congressional reply/clearance messages; may include exam, delay and case transfer facts.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E031user_interfaceFFSCF Fugitive Felon Disposition and Good-Cause Screen (FFDG)program_integrity/fugitive_felonFFDG screen records protest, disposition and good-cause indicators controlling fugitive felon suspension work.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E032user_interfaceFugitive Felon Warrant Information Query (FFWQ)program_integrity/fugitive_felonFFWQ query reveals source of warrant report so protest is annotated using appropriate rules.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E033business_processFugitive Felon Deferred Overpayment Recovery Casepayments/debtWhen beneficiary protests under qualifying circumstances and disposition is pending, staff defer overpayment recovery while maintaining case control.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E034work_controlROAR Protest/Stop Recovery Request Code 14payments/debtROAR code 14 prevents recovery of certain closed-period fugitive-felon overpayments pending disposition.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E035form2795 Fugitive Felon Processing Exclusion Formprogram_integrity/fugitive_felonPaper PSC referral artifact for closed fugitive felon suspension cases; documented instructions prohibit faxing deferred case material.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E036interfaceFFSCF Title II Suspension Finder Transactionprogram_integrity/fugitive_felonFFSCF sends applicable finder to Title II to post fugitive-felon history / status, subject to protests and case rules.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E037data_productTRO ECO Pre-Offset Notice Delivery Recordpayments/debtPre-offset notice sent at AVC verified address or recent MBR/SSR fallback; after Nov 2015 notice is retained in ORS.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E038user_interfaceROAR Transaction Correction (SMTC) Screenpayments/debtUsed to delete old ROAR debt on successful returned-notice review before same debt reestablished at new establishment date.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E039user_interfaceROAR Establish Debt (SMED) Screenpayments/debtReestablishes ROAR debt with new establishment date after verified undeliverable original notice.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E040user_interfaceDMS Stop Offset (TRSO) Screenpayments/debtTOP menu screen used to delete deceased debtor from TOP after death verification.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E041user_interfaceDMS Record Bankruptcy Petition (DFBP) Screenpayments/debtRecord petition or bankruptcy judgment as decision pending to prevent collection while processed.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E042user_interfaceDMS Correct Offset Amount (TRCA) Screenpayments/debtPC uses correct offset amount screen for agency refund after improper Treasury offset on unresolved timely waiver/reconsideration/hearing.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E043user_interfaceDMS Stop Collection Action (TRSC) Screenpayments/debtStop collection when final review establishes debt not past due or not legally enforceable.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E044user_interfaceDMS Terminate Collection (DFTE) Screenpayments/debtControl used to terminate/re-activate external collection processing after described review outcomes.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E049business_processTRO Undeliverable Original Notice Debt Reestablishmentpayments/debtWhen original notice was undeliverable and no substitute was mailed, send new notice, delete and reestablish ROAR debt with current date and renewed rights.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E050business_processTRO AVC Verified Address / MBR-SSR Recency Fallback Ruleaddress_provenance/debt_noticeAVC verified address used first; otherwise MBR/SSR address updated within one year, otherwise AVC recheck after six months; no master write inferred.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E051user_interfaceSSQM ADDR Segment Request for Supplemental Security Recordaddress_provenance/title_ii_title_xviSSQM ADDR query retrieves current SSI address and change date to compare with MBR updated timestamp.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E052data_attributeMBR Supplemental Security Income (SID) Data Lineaddress_provenance/title_ii_title_xviMBR SID data line is lead to query SSR for concurrent beneficiary address.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E055work_controlTitle II LAF S6 Whereabouts Unknown Suspensiontitle_ii/suspensionIf MBR/SSR, phone and FI/USPS development fail for current-pay case, staff post POS LAF S6 and annotate MBR Special Message.documented_policy_2022_20262026-10-075Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R110_E056external_serviceFederal Funding Accountability and Transparency Act Subaward Reporting System (FSRS)procurement/grantsSSA grantees issuing qualifying subawards at or above $30,000 must report them through FSRS, except individual subawards under the cited rules.documented_policy_2022_20262026-10-074SSA OAG FAQ confirms federal reporting website; no SSA internal technical integration inferred.R110_E057business_processSSA Grant Recipient Cost-Share / Program Income Financial Reportingprocurement/grantsCost share tracked as actual spending in SF-425 boxes 10(i)-(k); award-generated program income follows award terms and federal rules.documented_policy_2022_20262026-10-074Named operating element confirmed in public SSA sources. Physical technology/retention and automatic synchronization not inferred.R111_E001security_programSSA Enterprise Information Security ProgramEnterprise Security / FISMAAgency-wide information-security program evaluated under FISMA; FY2026 OIG assessed overall maturity at Level 3, Consistently Implemented, and Not Effective.observed_current_level3_not_effective2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E002enterprise_inventoryEnterprise Architecture System InventoryEnterprise Architecture / Security Asset ManagementSSA enterprise architecture inventory of information systems; FY2026 OIG says completeness and accuracy still required refinement.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E003enterprise_inventoryEnterprise Software InventoryEnterprise Architecture / Security Asset ManagementEnterprise software inventory used in SSA risk and asset management; FY2026 OIG says completeness and accuracy still required improvement.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E004enterprise_inventoryEnterprise Hardware InventoryEnterprise Architecture / Security Asset ManagementEnterprise hardware inventory used in SSA risk and asset management; FY2026 OIG says completeness and accuracy still required improvement.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E005enterprise_inventoryEnterprise Data InventoryEnterprise Data / Security Asset ManagementAgency data inventory; FY2026 OIG says SSA did not maintain a comprehensive and accurate inventory of data.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E006enterprise_inventoryEnterprise Metadata InventoryEnterprise Data / Metadata / SecurityAgency metadata inventory corresponding to data assets; FY2026 OIG says SSA did not maintain a comprehensive and accurate metadata inventory.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E007security_processInformation Security Continuous Monitoring ProgramISCMEnterprise Security / Continuous MonitoringSSA continuous-monitoring program assessed under FISMA; OIG recommends ensuring all application assets are in monitoring scope and improving vulnerability management.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E008security_processPrivileged Account Management ProgramPAMEnterprise Security / Identity and Access ManagementSSA privileged-account oversight and management capability; FY2026 OIG recommends continued improvement in user-account oversight and management.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E009security_processConfiguration Management ProgramEnterprise Security / Configuration ManagementSSA configuration-management program assessed under FISMA; OIG says configuration management and risk-based decisions require continued improvement.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E010security_processVulnerability Management ProcessEnterprise Security / Vulnerability ManagementSSA vulnerability-management process within continuous monitoring; FY2026 OIG recommends continued improvement.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E011security_processContingency Planning ProgramEnterprise Security / ResilienceSSA contingency-planning security domain; FY2026 OIG found contingency exercises were not completed for all systems.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E012security_processBusiness Impact Analysis ProcessEnterprise Security / ResilienceSystem business-impact analysis activity within contingency planning; FY2026 OIG found BIAs were not completed for all systems.observed_current_incomplete2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E013security_processEnterprise Security Training ProgramEnterprise Security / TrainingSSA security-training domain assessed under FISMA. Public audit establishes the program domain but omits sensitive implementation details.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E014it_governance_processInflight Investment ReviewIIREnterprise IT Governance / CPICSemiannual programmatic-area review tracking high-level IT-investment performance and issues, including cost, risk, and value data.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E015it_governance_processValue Realization ProcessEnterprise IT Governance / CPICMonthly SSA process that develops and tracks value activities against targets established during IT-investment planning.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E016internal_web_applicationValue Realization WebsiteEnterprise IT Governance / CPICWebsite used for SSA value-realization reporting; OIG notes DMP value information on the site was incomplete/inconsistent.observed_historical_2020_20262026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E017it_governance_processQuarterly Health ReviewQHREnterprise IT Governance / CPICQuarterly self-assessment for all IT investments covering performance, human capital, risk, contract management, requirements, and incremental development.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E018it_governance_processCIO Program Manager EngagementEnterprise IT Governance / CPICQuarterly CIO and program-manager meeting for major IT investments; program manager proposes CIO rating for Federal IT Dashboard.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E019it_governance_processCIO EvaluationEnterprise IT Governance / CPICQuarterly CIO determination of final major-investment rating using engagement results, followed by reporting to Federal IT Dashboard.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E020external_federal_serviceFederal IT DashboardFederal IT Governance / Public ReportingFederal website used to publish and track information on Federal IT investments; SSA CIO ratings for major investments are reported to it.observed_external_current_20262026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E021recommended_controlEarned Value Management System or Equivalent Investment MeasurementEVMSEnterprise IT Governance / Performance ManagementCost/schedule/performance measurement capability required by OMB and recommended by OIG for SSA; public audit does not establish that SSA had implemented EVMS as of Aug 2026.recommended_not_confirmed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E022it_governance_processTechStat Review ProcessEnterprise IT Governance / CPICFederal-style troubled-investment review that OIG recommended SSA reestablish in its CPIC process; current reestablishment not proven.recommended_reestablishment_not_confirmed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E023governance_roleIT Programmatic Area LeadEnterprise IT Governance / CPICSSA programmatic-area role that annually prioritized IT investments in FY2023-FY2025 and participated in CPIC portfolio controls.documented_fy2023_20252026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E024organization_componentDivision of Financial ManagementFinancial Management / IT GovernanceDivision containing the Technology and Financial Support Branch reviewed by OIG for SSA Post-Implementation Reviews.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E025organization_componentTechnology and Financial Support BranchFinancial Management / IT GovernanceBranch within the Division of Financial Management responsible for the PIR area reviewed by OIG.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E026governance_data_artifactPost-Implementation Review Final ReportEnterprise IT Governance / PIRExpected final PIR output containing actionable insights on how SSA can improve investments and investment processes.documented_required_output2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E027leadership_roleHead of Insider Threat and ResiliencyEnterprise Security / Insider ThreatSSA leadership role named in January 2026 to lead insider-threat and resiliency functions.observed_current_20262026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E028leadership_roleInformation Sharing and Safeguarding Senior OfficialISSSOEnterprise Security / Information SharingSSA senior official role required under Executive Order 13587; in Jan 2026 held by the Head of Insider Threat and Resiliency.observed_current_20262026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E029security_training_processInsider Threat Awareness Training ProgramEnterprise Security / Insider ThreatSSA insider-threat awareness training program for cleared employees and, by SSA policy, all active employees.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E030security_processPersonnel Separation System-Access Revocation ProcessEnterprise Security / Personnel SecuritySeparation process for disabling system access and terminating/revoking authenticators and credentials; OIG reviewed SSA implementation and found deficiencies.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E031security_recordInsider Threat Inquiry ReportEnterprise Security / Insider ThreatSSA documented record for insider-threat matters and response actions; OIG sampled inquiry reports and found deficiencies.observed_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E032security_recordAnnual Insider Threat Self-Assessment ReportEnterprise Security / Insider ThreatAnnual SSA self-assessment/report of compliance with insider-threat policies to the NITTF Senior Information Sharing and Safeguarding Steering Committee.observed_current_improvement_needed2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E033external_federal_organizationNational Insider Threat Task ForceNITTFFederal Security / Insider ThreatFederal task force receiving annual insider-threat compliance reporting and issuing minimum standards.external_current2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E034deployment_processAWS Connect Agency Rollout ProcessCustomer Service / Telephony / CloudSSA staged Amazon Connect deployment across N8NN, field offices, card centers, processing centers, international call center, DDS and disability units during 2024-2026.observed_rollout_2024_20262026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E035deployment_planAWS Connect Rollout ScheduleCustomer Service / Telephony / CloudOIG Appendix B rollout schedule: field offices/card centers in 2025; processing centers and International Call Center fall 2025; remainder of DDS/DPB/DPU winter 2026; broader components planned spring/summer 2026 and agencywide target September 2026.documented_plan_and_completed_stages2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E036user_interfaceSSI Claims Person Multiple Claim Summary PageTitle XVI / Claims IntakeSSI Claims page used to establish a new claim before selecting abbreviated application processing.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E037user_interfaceSSI Application PageTitle XVI / Claims IntakeSSI Claims page where technician selects Abbreviated as application type for a clear technical denial.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E038data_elementSSI Abbreviated Application ReasonTitle XVI / Claims IntakeReason selected on SSI Application page; determines which additional screens appear in the abbreviated-application path.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E039formSSA-462 SSI Abbreviated Application Data Input FormSSA-462Title XVI / Claims Intake / FormsForm used to establish a systems record for paper abbreviated SSI applications.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E040business_processCDB Age-18 Pending Disability Determination ProcessCDBTitle II / Childhood DisabilityFor child benefits terminated or approaching termination at age 18, SSA can suspend/diary pending a disability determination and later reinstate/convert if disability is established.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E041work_controlCDB Determination Pending Processing-Center DiaryTitle II / Childhood Disability / Processing CenterProcessing-center diary used when DDIB process cannot be used; annotated CDB determination pending with month/year of age-18 attainment.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E042data_structureMBR BENE ENT Disability Determination LineTitle II / MBR / Childhood DisabilityMBR BENE ENT line receives disability determination information to enable automatic conversion for qualifying age-18 childhood-disability cases.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R111_E043business_processChildhood Disability Automatic ConversionTitle II / Childhood DisabilityAutomatic conversion enabled after disability determination is posted to MBR BENE ENT line for qualifying age-18 continuation cases.observed_current_policy_reference2026-10-075Validated from authoritative public evidence; undocumented technology, hosting, schema, transport, and write behavior are not inferred.R112_E001business_processDirect Deposit Fraud-Alleged Nonreceipt Workflowpayments / fraudTechnician screens payment nonreceipt and records fraud allegation; triggers trace and potential emergency replacement payment.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E002data_elementFraud-Alleged Type B Nonreceipt Indicatorpayments / fraudFraud-alleged Y indicator entered for each potentially fraudulent type B nonreceipt report.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E003processing_componentReturn Check Action Program REACTREACTpayments / fraudREACT processes a nonreceipt claim and records the alleged-fraud event to PHUS.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E004data_elementPHUS Event 069 Fraud Allegedpayments / fraudFraud-alleged nonreceipt identifier shown on Payment History Update System.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E005applicationDirect Express R14/R16 Request Applicationpayments / nonreceiptEmployee application for Direct Express R16 requests involving fraud or redirected card payments.documented operational 20262026-10-074Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E006user_interfaceCPS Critical Payment Details CRSN Screenpayments / claimsScreen for processing-center fraud-related remarks when issuing a critical payment.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E007formSSA-4904-U2 SSI Monthly Payment Computation SummaryTitle XVI / paymentsA-OTP reason-for-payment documentation form used in alleged direct-deposit fraud replacement payments.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E008business_processUnauthorized Direct Deposit Replacement Payment Reviewpayments / fraudSelects CPS, SSI immediate payment, or automated one-time payment and creates required documented evidence.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E009user_interfaceTCIS Integrated View EFT Claim Form ScreenTreasury / payment claimsTreasury Check Information System Integrated View supports EFT Claim Form retrieval and reprinting and claim status checks.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E010external_formTreasury EFT Claim Form for Unauthorized ENR PaymentTreasury / payment claimsTreasury claim form for loss recovery after unauthorized financial-institution automated enrollment; not used for Direct Express requests.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E011data_elementTCIS ENR EFT Claim Form Status and Resent DateTreasury / payment claimsTCIS-reported EFT claims disposition, reprint/resent dates and financial-institution debit status.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E012business_processTreasury EFT Claim Undeliverable Address Reconciliationaddress provenance / paymentsReviews failed mailing against current MBR/SSR addresses; develops verified address and conditionally resends EFT Claim Form.documented operational 20262026-10-075SSA validation and staff correction only; no TCIS-to-MBR/SSR automated write inferred.R112_E013external_reportTreasury ENR Recovery Debit Detail ReportTreasury / debtTreasury fax report identifying returned funds from financial institutions after unauthorized ENR payment redirection.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E014business_processOffice of Benefit Accounting and System Analysis SSI Remittance PostingTitle XVI / debtOffice responsible for applying SSI partial financial-institution credits to SSR overpayment refund data.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E015record_segmentSSR Overpayment Refund Data OPRR SegmentOPRRTitle XVI / debtSSR segment for partial recoveries and adjustments including financial-institution fraud remittances.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E016status_codeSSR District Office Code 534 Fraud RemittanceTitle XVI / debtCredit indicator for FI fraud-remittance partial returns posted to OPRR.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E017user_interfaceDMS ROAR Remittance Exception RRRE ScreenRRRETitle II / debtDMS transaction screen applying financial-institution returned credits to the non-entitled debtor overpayment.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E018work_controlROAR Direct-Deposit-Fraud 90-Day DiaryTitle II / debtA 90-day DMS diary for fraud-related nonentitled-debtor overpayment pending recovery/credit resolution.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E019work_controlSSR B4 Diary for Excess Fraud-Remittance DecisionTitle XVI / debtTitle XVI B4 diary from Treasury remittance after NT TAC writeoff, requiring resolution by technician.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E020status_codeSSI NT Transaction Accounting Code for Erroneous Overpayment DecisionNT TACTitle XVI / debtSSI code to terminate overpayment collection when replacement payment followed unauthorized redirection.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E021data_elementROAR Fraud-Related Nonentitled Debtor X SubscriptTitle II / debtNonentitled debtor identified with BIC subscript X for fraud-related redirected benefit replacement.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E022status_codeROAR Listing Code 119 Alleged Direct Deposit FraudTitle II / debtFraud case listing used after maturing 90-day diary to terminate collection when no further credit/guidance.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E023business_processDirect Deposit Request Denial and Nonretention Processidentity / paymentsChecks identity, account title and FI eligibility; may deny and return incomplete SF-1199A without retaining denied request evidence.policy documented July 2018; applicability observed 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E024formSF-1199A Direct Deposit Sign-Up Formpayments / enrollmentStandard-form deposit signup returned when misdirected, incomplete or invalid, subject to phone resolution.policy documented July 2018; applicability observed 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E025formSSA-L1199 Direct Deposit Request Denial Return Cover Letterpayments / enrollmentCover letter used for return of SF-1199A when account title invalid.policy documented July 2018; applicability observed 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E026business_processSwitzerland Title II International Direct Deposit Dual-Entry Processinternational payments / addressTechnicians enter Swiss account information in SSA payment systems and ITS.gov on the same day, with required validation.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E027data_elementSwitzerland IDD RTN/DAN Country Encodinginternational paymentsSSA Switzerland country prefix in RTN and DAN derived from Swiss IBAN before MBR posting.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E028data_elementSwiss IBAN Submitted by Beneficiaryinternational payments / provenanceIBAN originates at financial institution and is supplied by beneficiary for Swiss IDD transaction verification and coding.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E029business_ruleMBR PCOC 8 Foreign Address IDD Eligibility ConditionTitle II / address provenanceExisting MBR address must be foreign for acceptance of qualifying Switzerland IDD information.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E030business_processClaim Adjudication Identity and Contact-Attribute Reviewperson / claimsAdjudicators verify identity, current name/address/direct-deposit/telephone data and resolve conflicting evidence before entitlement determination.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E031business_ruleMCS RPOC Transmitted Contact Entry LockTitle II / evidenceAfter transmission, MCS RPOC entry is locked for amendment and can contain five total screens per claimant segment.documented operational 20262026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E032statistical_data_product2026 OACT Long-Range Disability Assumptions MemorandumOACT / publicationJune 9 2026 actuarial memo documenting DI incidence, death-termination and recovery assumptions across three projection scenarios.published 2026-06-092026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E033actuarial_assumption2026 DI Disabled-Worker Recovery Rate AssumptionsOACT / disabilityLong-range DI recovery assumptions by age and sex, increased relative to 2025 assumptions partly due to electronic third-party payroll match expectations.2026 projection assumption2026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E034actuarial_assumption2026 DI Disabled-Worker Death Termination Improvement AssumptionsOACT / disabilityAge/sex disability mortality improvements informed by general population improvement factors and actual 2025 disabled-worker mortality.2026 projection assumption2026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E035statistical_data_product2026 DI Disabled-Worker Prevalence ProjectionOACT / disabilityLong-run modeled disabled-worker prevalence, derived from incidence and termination/recovery assumptions.2026 published actuarial projection2026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R112_E036actuarial_processOACT Disability Projection Short-to-Long-Range ReconciliationOACT / methodsLong-range DI model assumption rates are reconciled to short-range projections during first 10 forecast years.2026 method documentation2026-10-075Source-bound business/technical concept; physical schema/hosting/retention not inferred.R113_E001business_processFTD SSI Eligibility Third-Party Travel VerificationSSI / program integrityField technician verifies FTD third-party travel results with recipient before SSI entitlement or payment determination.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E002user_interfaceFTD Data Results ScreenSSI / foreign travelDHS/CBP foreign travel query result displayed in FTD; employees may not copy or print.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E003security_controlFTD Results No-Copy No-Print ControlSSI / DHS data handlingSSA prohibits employees from copying/printing foreign-travel data results and directs public requests to CBP.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E004user_interfaceCCE SSI Claims Actions PageSSI / claimsCCE SSI Claims Actions page exposes FTD direct-query feature.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E005business_processFTD SSI Citizen Redetermination ExpansionSSI / redeterminationAs of January 2 2026, FTD query permitted for U.S. citizen SSI RZ cases under specified conditions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E006business_processFTD SSI Initial-Claim Payment DevelopmentSSI / claimsFTD available during SSI initial claims and specified payment development for noncitizens and selected citizens as of Jan 2 2026.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E007scope_controlFTD RSDI Availability ExclusionTitle II / architecture statusDecember 2025 POMS says FTD not yet available in RSDI claims; future release planned, not deployed.not yet available for RSDI as documented December 20252026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E008data_domainFTD DHS Travel Result Third-Party Reportprogram integrity / travelADIS-derived entry/exit facts in FTD are investigative leads needing verification, not conclusive eligibility data.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E009business_processMulti-Beneficiary Representative Payee Termination Workflowrepresentative payeeSSA coordinates closing of an organizational or individual payee serving multiple beneficiaries; directs a new selection or direct payment.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E010business_processRepresentative Payee Closure Quick Response Checkrepresentative payee / program integrityFO and RO decide whether rapid site review warranted for terminating multi-beneficiary representative payee.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E011user_interfaceeRPS List of Active Beneficiaries Screenrepresentative payeeeRPS listing identifies currently appointed beneficiaries for a payee; reviewed before organizational termination.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E012user_interfaceeRPS Terminated Beneficiaries List Screenrepresentative payeeeRPS terminated beneficiary list used during post-death overpayment and payee cessation assessment.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E013user_interfaceeRPS Terminate Organization/Institution Screenrepresentative payeeManagement terminates organizational payee in eRPS after beneficiary payment-record transitions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E014user_interfaceeRPS Fee for Service Screenrepresentative payeeClosing fee-for-service payee records stop date and stopped reason on Fee for Service screen before eRPS termination.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E015address_dataClosing Payee Last-Known Beneficiary Residence Addressrepresentative payee / address provenanceClosing payee supplies name, current/last known residence address, and telephone number for each beneficiary; case development data, not independent SSR/MBR update.documented policy2026-10-075Observation 2026-10-07; source is current SSA POMS updated 2024; payee-supplied address requires follow-up; no automatic MBR/SSR update established.R113_E016business_processeRPS Closing Payee Beneficiary List Reconciliationrepresentative payeeStaff compare eRPS active roster with departing payee supplied roster and resolve mismatches.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E017business_processTitle II Payee Final Accounting Automated SelectionTitle II / representative payeeSpecific criteria automatically select former Title II payees for final accounting following termination.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E018business_processSSI and Concurrent Payee Final Accounting Manual SelectionTitle XVI / representative payeeFor applicable Title XVI and concurrent cases, FO manually identifies terminated payees for final accounting, including 12-month-or-shorter service rule.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E019financial_recordRepresentative Payee Collective Account Beneficiary Ledgerrepresentative payeeClosing payee holding collective funds must furnish per-beneficiary balance ledger for allocation of conserved funds.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E020business_processTerminated Payee Conserved Funds Return and Reissuance Workflowpayments / representative payeeFormer payee returns conserved funds belonging to living beneficiaries to SSA for recertification/reissuance to new payee or beneficiary, generally within 30 days.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E021work_controleRPS Former Payee Death-Overpayment Indicatordebt / representative payeeeRPS terminated-list death overpayment indicator used for notice and debtor handling after beneficiary death.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E022privacy_controlFormer-New Payee Identity and Address Disclosure Restrictionrepresentative payee / identitySSA limits disclosure between former and successor payees of each other’s identity and address without required consent.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E023business_processSSA-DHS Alien Identity and Location Disclosure Processexternal exchanges / legal disclosureSSA via OPD evaluates DHS request to identify and locate aliens and may supply SSN, contact or selected banking and IP data within governing authority.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E024data_domainDHS Alien Locator Disclosure Data Elementsperson / address provenanceSubject to legally permitted request, SSA may disclose SSN, address, phone, bank routing/account, email and IP address to DHS; identifies disclosable fields, not authoritative source or database.documented policy2026-10-0752025 policy lists categories subject to lawful purpose; address is a disclosed attribute whose originating SSA system is unspecified in policy. No DHS update of SSA address inferred.R113_E025business_processDHS Written Identity-Locator Request Screeningexternal exchanges / privacyOPD routes written DHS requests with sufficient identity attributes and legal purpose to determine appropriate SSA disclosure.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E026external_data_exchangeSSA-to-DHS Nonwork SSN Earnings Annual Electronic DisclosureIRS / SSA / DHSAnnual electronic disclosure of post-1997 earnings on alien nonwork-issued SSNs; identifies alien and reporter name/address and earnings amount.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E027data_domainNonwork SSN Employer and Alien Address Disclosure Attributesearnings / address provenancePost-1997 permitted DHS disclosures include alien name/address, reporter name/address and amount of posted earnings.documented policy2026-10-075Only legally authorized outbound disclosure; does not establish what record supplies addresses, how recent or verified they are, or any update to source records.R113_E028privacy_controlPre-1997 Nonwork SSN Earnings Disclosure RestrictionIRS return informationPOMS says IRC limits DHS disclosure of pre-1997 nonwork SSN earnings; exceptional SSA-initiated route handled by OPD.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E029privacy_controlDHS EDCOR and DECOR Non-Disclosure Boundaryearnings / information sharingSSA does not tell DHS about W-2 suspense file or whether employer got EDCOR/DECOR no-match letters; policy notes DECOR letters suspended.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E030formSSA-7050-F4 Request for Social Security Earnings Informationearnings / third-party consentForm to request and authorize release of tax-return-protected detailed earnings information, including program/nonprogram fee rules.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E031business_processSSA-3288 Wet Signature Disclosure Routeprivacy / records disclosurePaper/fillable SSA-3288 requires handwritten wet signature; may be delivered by approved means, with witness rules for mark X.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E032privacy_controlSeparate Federal Tax and Non-Tax Consent RequirementIRS return informationSSA cannot use a single combined authorization for federal tax return and non-tax records; separate consents required.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E033privacy_controlSSA Tax Information Consent 120-Day Receipt WindowIRS return informationValid tax information consent must reach SSA within 120 days of signature, with earliest SSA receipt date used.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E034privacy_controlSSA Medical Record Consent 90-Day Receipt Windowmedical evidence / disclosuresWritten medical information consent must be received within 90 days of signed date, with policy exception for nonmedical-only release.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E035privacy_controlSSA General Records Consent One-Year Receipt Windowprivacy / disclosureValid non-medical non-tax consent must reach SSA within one year from signing.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E036privacy_controlSSA Privacy Consent Signature and Electronic Exception Ruleprivacy / electronic signatureSSA ordinarily requires wet signature on paper; SSA-3288-OP1 supports electronic signature, other methods need Office of General Counsel approval.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E037address_dataSSA-3288 Disclosure Recipient Postal Address Attributeconsent / address provenanceConsent specifies address of third-party recipient to whom records should be sent; consenting individual address need not be supplied.documented policy2026-10-075Recipient delivery address is NOT a beneficiary residence address. 2025 POMS explicitly says consenting individual address optional; no MBR/SSR/Numident update rule.R113_E038privacy_controlSSA Record Disclosure Express Consent Scope Validationrecords disclosureStaff require specific records, intended recipient/purpose and one-time or prescribed disclosure timeframe; blanket all records requests unacceptable.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E039public_data_artifactMonthly Statistical Snapshot Archived HTML TablesSSA statistics / publicationMonthly HTML editions retained in archive and used to regenerate flattened machine-readable time series, including corrections.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E040publication_processMonthly Statistical Snapshot Flat-Series Regeneration ProcessSSA statistics / publicationMonthly regeneration of JSON/CSV flattened files from full archived HTML tables, incorporating any post-publication corrections.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E041data_schemaMonthly Statistical Snapshot Beta JSON Schema and Variable MetadataSSA statistics / open dataJSON files carry measures and dimension IDs, variable names, relationships, units, source and footnote metadata; beta identifiers may change.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E042public_data_productMonthly Statistical Snapshot Table 1 Flat-Series JSONSSA statistics / open dataPublished monthly flattened JSON time-series file for Table 1 (Social Security and SSI Concurrent Recipient Counts), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E043public_data_productMonthly Statistical Snapshot Table 1 Flat-Series CSVSSA statistics / open dataPublished monthly flattened CSV time-series file for Table 1 (Social Security and SSI Concurrent Recipient Counts), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E044public_data_productMonthly Statistical Snapshot Table 2 Flat-Series JSONSSA statistics / open dataPublished monthly flattened JSON time-series file for Table 2 (Social Security Benefit Measures), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E045public_data_productMonthly Statistical Snapshot Table 2 Flat-Series CSVSSA statistics / open dataPublished monthly flattened CSV time-series file for Table 2 (Social Security Benefit Measures), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E046public_data_productMonthly Statistical Snapshot Table 3 Flat-Series JSONSSA statistics / open dataPublished monthly flattened JSON time-series file for Table 3 (SSI Recipient Measures), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E047public_data_productMonthly Statistical Snapshot Table 3 Flat-Series CSVSSA statistics / open dataPublished monthly flattened CSV time-series file for Table 3 (SSI Recipient Measures), regenerated from archived HTML editions.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R113_E048business_roleSSA Contracting Officer Technical Representative Market Research Roleprocurement / OAGSSA acquisition page says its vendor repository/database was intended to support COTR market research.historical official acquisition description; current office staffing/system status not established2026-10-074Undated SSA OAG page contains historic SAM transition language. This supports existence of published market-research role, not present-day repository deployment or contract technology.R113_E049formSSA-3288 Consent for Release of Information Formprivacy / person disclosureSSA preferred paper/fillable release-of-information consent document for non-tax return records requiring wet signature.documented policy2026-10-075Documented logical data/workflow element; no physical hosting, interface protocol, DBMS or retention inferred.R114_E001external_data_storeIRS Return Transaction FileRTFIRS / Medicare / Tax Return InformationIRS Return Transaction File holds MAGI extracts for Medicare IRMAA matching; the CMA describes it as part of CADE IMF.documented_in_current_CMA2026-10-085The CMA does not document the storage technology, file layout or transport implementation.R114_E002external_data_systemIRS Customer Account Data Engine Individual Master File EnvironmentCADE IMFIRS / Individual Tax IdentityThe IRS RTF that supplies MAGI is part of the Customer Account Data Engine Individual Master File, Treasury/IRS 24.030.documented_in_current_CMA2026-10-085This models an IRS environment and does not claim the SSA master identity record is in CADE.R114_E003exchange_dataIRS IRMAA Return Transaction MAGI Response DataMedicare / IRMAA / IRS Financial DataIRS delivers adjusted gross income, tax-exempt income, tax year and filing status when MAGI exceeds the matching threshold.documented_in_current_CMA2026-10-085No mailing or residence address is among CMA 1310 specified exchange elements.R114_E004exchange_fileIRMAA Weekly IRS MAGI Request FileMedicare / IRMAA / IRS Data ExchangeWeekly SSA-to-IRS request includes SSN, name, premium year, threshold and conditional more-recent tax-year indicator.documented_in_current_CMA2026-10-08551 weekly requests plus an October combined annual exchange are documented. Exact physical format unspecified.R114_E005exchange_fileIRMAA October Annual IRS MAGI Request FileMedicare / IRMAA / IRS Data ExchangeOctober annual SSA request covers Part B/Part D enrollees and requested years; contains name, SSN, premium year and threshold information.documented_in_current_CMA2026-10-085R114_E006business_ruleIRMAA Premium Year Tax-Year Fallback RuleMedicare / IRMAA / Eligibility RulesIRS generally extracts PY-2 MAGI; uses PY-3 where PY-2 data unavailable by October 16 preceding the premium year.documented_in_current_CMA2026-10-085R114_E007retention_controlIRS Matching Input File 90-Day Transitory Retention ControlIRS / Computer Matching / RetentionIRS retains SSA electronic matching requests about 90 days and destroys them after matching purpose; GRS 5.2 item 010 transitory records.documented_in_current_CMA2026-10-085Applies to described IRS receiving side and particular agreements, not blanket retention for all SSA data.R114_E008exchange_fileMedicare Part D LIS Weekly IRS Unearned-Income Finder FileMedicare Part D / Low Income SubsidySSA sends weekly name/SSN and name-control identifiers for LIS applicants who require additional IRS unearned-income verification.documented_in_current_CMA2026-10-085R114_E009exchange_fileMedicare Part D LIS Annual IRS Unearned-Income Finder FileMedicare Part D / Low Income SubsidySSA annually submits current LIS recipients for unearned-income IRMF verification, with at least 30 days advance notification to IRS.documented_in_current_CMA2026-10-085R114_E010exchange_dataMedicare Part D LIS IRS Unearned-Income Response DataMedicare Part D / IRS Financial DataIRS IRMF response to LIS includes payee account, payee and payer names/addresses, TINs, type and amount of income.documented_in_current_CMA2026-10-085R114_E011address_attributeIRS LIS Match Payee Mailing Address AttributeMedicare Part D / Address ProvenancePayee mailing address in IRS IRMF unearned-income response under LIS matching, distinct from a verified program contact address.documented_in_current_CMA2026-10-085No explicit current-beneficiary address update rule documented; whether the address component persists in MDB is not established.R114_E012address_attributeIRS LIS Match Payer Address AttributeMedicare Part D / Third Party ProvenancePayer name/address supplied as information-return source attributes for LIS unearned income matching.documented_in_current_CMA2026-10-085Payer address is not necessarily the beneficiary residence.R114_E013business_processMedicare Part D LIS IRS Match Independent-Verification ProcessMedicare Part D / Eligibility IntegritySSA must independently verify IRS unearned-income findings and provide written pre-decision contest rights before adverse LIS action.documented_in_current_CMA2026-10-085R114_E014compliance_reportSSA IRS Tax Information Safeguard Security ReportSSRData Governance / Federal Tax InformationSSA must submit and certify its annual FTI Safeguard Security Report by January 31, describing controls, environments and outstanding actions.governance_required2026-10-085SSR here means Safeguard Security Report, not Supplemental Security Record.R114_E015retention_controlDIFSLA IRS Finder-File Disposition ControlTitle XVI / IRS / Matching RecordsIRS stores SSA matching finder/tickler identifiers approximately 90 days as transitory files; SSA must destroy match files when purpose and legal retention are met.governance_required2026-10-085R114_E016finance_processDIFSLA IRS Reimbursable Matching Billing WorkflowFinance / Interagency / IRSIRS bills SSA at least monthly for DIFSLA matching via Treasury G-Invoicing, generating an IPAC collection document.governance_required2026-10-085R114_E017federal_finance_documentFS 7600A and FS 7600B Interagency Agreement FormsFinance / Interagency AgreementsFiscal Service 7600A and 7600B documents specify cost reimbursable terms for IRS DIFSLA matching.governance_required2026-10-085R114_E018external_data_recordFiscal Service Definitive Savings Securities Record SetTreasury / Savings SecuritiesTreasury records for engraved or printed paper U.S. savings bonds used in Extra Help ownership verification.documented_in_current_CMA2026-10-085R114_E019external_data_recordFiscal Service Book-Entry Savings Securities Record SetTreasury / Savings SecuritiesTreasury or bank electronic book-entry savings security ownership records queried by matched SSN for Medicare Extra Help.documented_in_current_CMA2026-10-085R114_E020exchange_fileMedicare Extra Help Fiscal Service Savings Securities Finder FileMedicare Part D / Savings SecuritiesSSA sends MDB-derived SSN/name identifier finder files to Fiscal Service for savings securities verification.documented_in_current_CMA2026-10-085R114_E021exchange_fileMedicare Extra Help Savings Securities Match Response FileMedicare Part D / Savings SecuritiesFiscal Service returns definitive or book-entry holdings with security values and dates, or no-match indicator, within five business days.documented_in_current_CMA2026-10-085R114_E022work_controlMedicare Extra Help Savings Security Ownership AlertMedicare Part D / VerificationSavings-security alerts require verification before adverse Extra Help action or release of ownership evidence.documented_in_current_CMA2026-10-085R114_E023external_system_of_recordsFiscal Service United States Securities and Access RecordsTreasury / Securities IdentityFiscal Service record system .014 United States Securities and Access used to match SSA Medicare Extra Help requests.documented_in_current_CMA2026-10-085R114_E024authorization_processExtra Help Savings Securities Ownership Verification AuthorizationMedicare Part D / Evidence VerificationContested Treasury savings ownership requires applicant signed authorization; SSA routes requests via Minneapolis field office.documented_in_current_CMA2026-10-085R114_E025administrative_processSSA Vendor Direct Deposit Maintenance ProcessFinance / Vendor PaymentsCurrent SSA vendor site states SAM financial details automatically update SSA vendor database; non-SAM vendors submit signed SF3881.documented_in_public_vendor_policy2026-10-085R114_E026administrative_dataSSA Administrative Vendor Payment HistoryFinance / Vendor PaymentsPurchase order, invoice number, paid amount, dates, interest, penalties and discounts available through Treasury IPP to enrolled vendor only.documented_in_current_public_service2026-10-085R114_E027payment_notificationTreasury IPP Vendor Payment Remittance NotificationFinance / Vendor PaymentsTreasury IPP vendor-selected email payment notification or detailed remittance information.documented_in_current_public_service2026-10-085R114_E028published_actuarial_datasetOACT 2026 Solvency Taxation Proposal Detailed Single-Year TablesOACT / Taxation of Benefits / Policy OptionsOACT tables show year-by-year projected cost, income, annual balance, and trust fund ratio impacts under hypothetical benefit-tax options, using 2026 Trustees intermediate assumptions.published_2026_basis2026-10-085R114_E029published_actuarial_productOACT 2026 Solvency Taxation Proposal Summary and GraphsOACT / Taxation of Benefits / Policy OptionsOACT publishes summary measures and graphs comparing hypothetical tax-benefit provisions with current law, based on 2026 Trustees intermediate assumptions.published_2026_basis2026-10-085R114_E030public_csv_datasetOpen Data Annual Deaths While Awaiting ALJ Determination CSVHearings / OACT / Administrative ResearchSSA 2018 historical CSV for FY2006–2017 claimant deaths among cases pending ALJ determination, derived from CPMS cases matched to Numident death indicators.historical_data_file2026-10-085Released 2018 (within ten-year source window), underlying series includes pre-2016 years; not proof of current death-alert service.R114_E031historical_analytical_processOACT CPMS-to-Numident Pending-Hearing Death Research MatchHearings / OACT / Identity Death Research2018 OACT analytical process joins claimant cases pending ALJ decision in CPMS to recorded Numident deaths for public statistics.historical_20182026-10-085R114_E032public_csv_datasetRSI Internet Receipts and Completions Monthly CSV FY2016 OnwardOperations / Title II / Open DataPublic monthly aggregate counts by filing channel for retirement/survivor/initial Medicare applications for fiscal years 2016 onward, updated July 10 2026.published_20262026-10-085R114_E033documented_batch_processRSI Claims Operational Data Nightly Aggregation PipelineOperations / Title II / ReportingSSA extracts MCS claim information nightly to Title II ODS and uses batch processes to aggregate claim receipts and clearances for monthly national publication.documented_20262026-10-085R114_E034public_csv_datasetRSI Quarterly Spoken-Language Preference Public CSV FY2023 OnwardCustomer Service / Language Access / Open DataQuarterly FY2023 onward national CSV for spoken-language preferences of Title II retirement/survivor claimants, updated March 31 2026.published_20262026-10-085R114_E035identity_service_ruleEBE SSN Card Mailing Address Confirmation and Replacement RuleEnumeration / Address ProvenanceWhen Numident shows an EBE record under 7 business days old, technicians confirm mailing address; changed address or older cycle date triggers replacement card application with evidence.historical_2024_guidance2026-10-085R114_E036temporary_authentication_dataiRPA Paper Report Access Identifier SetRepresentative Payee / Online AccountingiRPA requires beneficiary SSN, type of account, beneficiary identification code, and mailed-form ID from current report request.documented_20252026-10-085R114_E037temporary_confirmation_recordInternet Representative Payee Report Confirmation ReceiptRepresentative Payee / Digital IntakeOnline payee accounting portal generates a report confirmation and says stored for viewing for 30 days.documented_public_page2026-10-084Page displays expired 2020 OMB form-control date; current UI and actual record retention need validation.R114_E038adjudication_ruleIRMAA Highest Probative Tax Evidence Selection RuleMedicare / IRMAA / EvidenceOn PYTY screen, IRS or other tax data already on file may control under highest-probative-value selection; beneficiary new tax year evidence can be considered when it has higher value.documented_20262026-10-085R115_E001actuarial_process2026 OACT Long-Range Demography ProcessActuarial/statistical systemsLogical demographic forecast process in 2026 OASDI Trustees model; projections for 2026-2100 feed economics, beneficiaries, and actuarial status. Not a claim about software deployment or DBMS.documented2026-10-083Process names from publicly indexed 2026 model document excerpt; high-level population method independently corroborated by Section V.A.R115_E002actuarial_subprocess2026 OACT Demography Historical Social Security Area Population SubprocessActuarial/statistical systemsEstimates historical Social Security area total and civilian noninstitutionalized populations by age, sex and marital status.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E003actuarial_subprocess2026 OACT Demography Lawful Permanent Resident Immigration SubprocessActuarial/statistical systemsProjects LPR immigrants, eligible emigrants and adjustments from temporary/unlawful status to permanent residence.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E004actuarial_subprocess2026 OACT Demography Temporary or Unlawfully Present Immigration SubprocessActuarial/statistical systemsEstimates net flows and populations by demographic category and status, including nonimmigrants and visa overstayers.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E005actuarial_subprocess2026 OACT Demography Marriage SubprocessActuarial/statistical systemsProjects cross-age marriage rates by age of partners to support marital-status population classification.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E006actuarial_subprocess2026 OACT Demography Divorce SubprocessActuarial/statistical systemsProjects divorce rates by age of partners for marital-status population transitions.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E007actuarial_subprocess2026 OACT Demography Projected Social Security Area Population SubprocessActuarial/statistical systemsCombines estimated starting stock with births, deaths, immigration, marriage and divorce assumptions to forecast population by age, sex and marital status.documented2026-10-083Model computational subprocess rather than SSA operational program record or a separately deployed application.R115_E008actuarial_model_input2026 OACT Social Security Area Starting Population by Age Sex and Marital StatusActuarial/statistical systemsStarting stock as of December 31, 2023, derived from US Census population estimates with adjustments for undercount, US territories, overseas citizens, other insured noncitizens, mortality and migration.documented2026-10-084R115_E009actuarial_model_output2026 OACT Projected Population by Age Sex Marital Status and YearActuarial/statistical systemsHistorical and forecast Social Security area population through 2100, classified by age, sex, marital status, with 2026 Trustees demographic assumption scenarios.documented2026-10-084R115_E010actuarial_model_output2026 OACT Civilian Noninstitutionalized Population ProjectionsActuarial/statistical systemsModel projections for civilian noninstitutionalized population, age-sex-marital classification; named as Demography process output in 2026 model documentation.documented2026-10-083R115_E011actuarial_process2026 OACT Long-Range Economics ProcessActuarial/statistical systemsLogical major analytical process named in 2026 long-range actuarial model documentation: ange Economics Process. Physical implementation and model transport are not established.documented2026-10-083R115_E012actuarial_process2026 OACT Long-Range Beneficiaries ProcessActuarial/statistical systemsLogical major analytical process named in 2026 long-range actuarial model documentation: ange Beneficiaries Process. Physical implementation and model transport are not established.documented2026-10-083R115_E013actuarial_process2026 OACT Long-Range Trust Fund Operations and Actuarial Status ProcessActuarial/statistical systemsLogical major analytical process named in 2026 long-range actuarial model documentation: ange Trust Fund Operations and Actuarial Status Process. Physical implementation and model transport are not established.documented2026-10-083R115_E014identity_validation_controlTitle II NCOA Exact-Match Candidate GateIdentity / Address provenanceSSA selects Title II NCOA cases only when name/middle initial/surname and prior SSA mailing address exactly match USPS prior address; Title XVI excluded.documented2026-10-084R115_E015business_processTitle II NCOA Conditional Automatic MBR Address PostingIdentity / Address provenanceTitle II Redesign automatically posts eligible NCOA addresses only for qualifying direct-deposit/certain nonpayment statuses and absent an intervening change.documented2026-10-084R115_E016business_processTitle II NCOA Beneficiary Call-In Address VerificationIdentity / Address provenanceCall-in notice and beneficiary or representative-payee confirmation required for check recipients, concurrent SSI, specified suspensions, new care-of, PR, and institutional cases.documented2026-10-084R115_E017data_elementMBR NCOA ZIP Flag X Opt-OutIdentity / Address provenanceMBR ZIP flag X denotes beneficiary request to retain old address; prevents NCOA selection during next matching cycle.documented2026-10-084R115_E018data_elementMBR NCOA ZIP Flag P Posted UpdateIdentity / Address provenanceMBR ZIP flag P denotes address changed following NCOA action; supersedes interim L on successful automatic posting.documented2026-10-084R115_E019data_elementMBR NCOA ZIP Flag L Notice PendingIdentity / Address provenanceMBR ZIP flag L denotes a USPS move notice mailed or verification invitation; flag can persist absent response.documented2026-10-084R115_E020business_processTitle II Credit Repository Monthly Debtor Update BatchPayments / Debt / Address provenancePost-selection SSA debt reporting and monthly updates to external repositories include changed debtor addresses, repayments and protest status; eligible Title II cases only.documented2026-10-084R115_E021business_processTitle XVI Credit Repository Monthly Debtor Update BatchPayments / Debt / Address provenanceSSA updates outstanding Title XVI debt information, including changed debtor address, protest and repayments, to national credit repositories monthly.documented2026-10-084R115_E022exchange_data_artifactSSA Credit Repository Outbound Debtor Identity and Address RecordPayments / Debt / Address provenanceOutgoing credit reporting record includes debtor name, address, SSN, DOB, debt delinquency date, last payment, and balance, under program-specific legal authority.documented2026-10-084R115_E023business_ruleSSA Credit Repository 60-Day Due Process Reporting GatePayments / DebtReporting occurs after 60 days from notice or decision on timely review/waiver, whichever occurs later; pending waiver blocks reporting.documented2026-10-084R115_E024business_ruleACDV Consumer Dispute Thirty-Day Federal Response ControlProgram integrity / DebtFair Credit Reporting Act control: if SSA fails to verify disputed debt through credit-bureau dispute process within 30 days, the bureau deletes the debt from the credit report.documented2026-10-084R115_E025business_processCredit Bureau Report Removal Authorization Via NEPSC and DMSPayments / DebtPost-report approved protest or bankruptcy discharge is referred through NEPSC/RO to authorized SSA official for credit deletion; manual escalation path, not automatic removal by ordinary SSR correction.documented2026-10-084R115_E026statistical_data_productESRD Medicare Initial Claims Quarterly Spoken Language Preferences CSVLEP ESRDActuarial/statistical publication pipelinesNational quarterly spoken-language volumes for Medicare ESRD-only initial applications, FY2023 onward, federal data catalog US-GOV-SSA-2326; file updated March 31 2026.documented2026-10-085R115_E027statistical_publication_processESRD Medicare Initial Claim Language-Preference AggregationEnterprise data / Statistical pipelinesSSA uses SCDD to associate SUMS claim workload counts with client demographics from SUMS client tables and the Integrated Client Database, then publishes ESRD-only quarter volumes.documented2026-10-085R115_E028modernization_milestone2026 W-2 Online Territory Wage-Reporting Support Planned December 2026Earnings / Modernization2026 SSA W-2 News describes new W-2/W-2C Online as domestic-only initially and anticipates territorial reporting in early December 2026; until then file upload remains an option.planned_not_verified_deployed2026-10-084Publication is 2026-01; December 2026 capability future and must not be treated as operational in October 2026.R116_E001data_attributeSSI Tax Interface Payee Name and Mailing Address AttributesAddress provenance and IRS dataTax-interface payee is the party named and addressed on payer records, potentially someone other than the SSN holder; not a verified SSA residence or contact address.documented2026-10-084POMS SI 02310.040 B.2, B.5. Distinguish financial payer/payee records from beneficiary master-address fields.R116_E002data_attributeSSI Tax Interface Payer Name and Reporting Entity AttributesAddress provenance and IRS dataPayer identifies the institution or organization submitting Form 1099, W-2 or similar transaction records to IRS/SSA; not beneficiary address evidence.documented2026-10-084R116_E003retention_controlSSI Tax Alert Disposition Record Retention ControlIRS and SSI alertsKeep the disposition showing payer data and development outcome until following-year alerts are completed; restrict access when maintaining an alert copy as the disposition.documented2026-10-084R116_E004retention_controlSSI Tax Alert Destruction After Verification ControlIRS and SSI alertsDestroy tax-data alerts once information has been verified unless the alert itself is used to document case disposition; do not leave a copy in the case file as a general rule.documented2026-10-084R116_E005data_retention_observationSSI IRS Interface Most-Recent-Two-Tax-Years Retrieval WindowIRS and SSI alerts2017 POMS states SSI/IRS interface database holds the most recent two years of IRS data available to technicians via MI Central/SSTNG; does not establish formal backup purge cycle.documented2026-10-0842017 historical policy, 2026 availability unconfirmed.R116_E006program_integrity_process2026 EAB Apparent Duplicate Infant SSN Remediation ReviewEnumeration and identity2026 OIG identified 420 apparent duplicate-SSN infants in 2021-2024 EAB records lacking cross-references; recommended case review, possible cross-reference and designation of extra SSNs as retired.documented2026-10-084Recommendations accepted, not evidence all 420 cases were corrected.R116_E007data_quality_controlEAB State Electronic Birth Registration Submission Quality GateEnumeration and identityState BVS submits birth-registration data on a daily or weekly schedule; SSA accepts transmitted data as received rather than modifying source state birth information.documented2026-10-084R116_E008audit_findingEAB Multiple-SSN Unlinked Identity Risk Observation (2026)Enumeration and identityOIG 2026 audit found 420 apparent duplicate infant numbers in ~13.9 million EAB assignments, a rare but persistent identity-linkage exception.documented2026-10-084R116_E009evidence_workflowDDS Paper Evidence Scan-Verify-Destroy WorkflowDisability and evidencePaper source documents received by DDS are locally scanned or routed to a contracted scanning service and placed into CEF; locally scanned DDS originals are destroyed after CEF accessibility is verified.documented2026-10-084R116_E010evidence_exception_workflowDDS Missing or Unreadable DMA Barcode Manual Indexing ExceptionDisability and evidenceWhen scanner receives unreadable/missing barcodes, evidence may return to DDS or require manual indexing after scanning to associate the source document with the correct CEF.documented2026-10-084R116_E011evidence_workflowDDS Email or Compact Disc Medical Evidence Conversion RouteDisability and evidenceDDS prints medical evidence received by insecure email or CD and scans it locally or via contracted scanner to the CEF, warning email senders against future insecure submissions.documented2026-10-084R116_E012evidence_workflowDDS Post-Closure Medical Evidence Trailer WorkflowDisability and evidenceMedical evidence sent from the field office after a DDS case closes is treated as trailer material under DI 81020.140, rather than being assumed attached to an active DDS case.documented2026-10-084R116_E013contracted_serviceDDS Contracted Source-Document Scanning Service (Unnamed)Disability and evidencePOMS DI 81020.060 confirms use of contract scanning of paper disability evidence; does not identify vendor, contract, transport or hosting.documented2026-10-084No vendor identity inferred.R116_E014data_access_controlMEGAHIT Medical Evidence Request Authorization GateHealth IT and disabilityMEGAHIT issues HIE medical-record request only when participating source is listed in EDCS and signed/date-stamped SSA-827 image exists in EF.documented2026-10-084R116_E015workflow_controlMEGAHIT Per-HIE Initial Request Deduplication ControlHealth IT and disabilityMultiple claims or multiple health-IT participating sources on one transferred case do not cause repeated initial electronic requests to the same relevant HIE.documented2026-10-084R116_E016business_processMEGAHIT Health Information Exchange Response-Based Payment RuleHealth IT and disabilitySSA pays HIE for valid records response to initial automated request; no payment when only HIT Response/no records document appears. DDS pays for subsequent additional requests to source.documented2026-10-084R116_E017workflow_controlMEGAHIT Unanswered HIE Request No-Automatic-Retry ControlHealth IT and disabilityIf initial HIE medical-record request returns no records or no response, MEGAHIT creates HIT Response document and does not issue automatic second request.documented2026-10-084R116_E018application_workflowe1696 Electronic Appointment Intake via WorkTrackHearings and representationElectronic SSA-1696-APP image arrives to servicing field office in WorkTrack after claimant executes portal workflow; technicians process representation in RASR.documented2026-10-084R116_E019business_ruleRASR Case-Specific Representative Appointment ScopeHearings and representationSSA-1696 Section 4 specifies which claims and issues a representative covers. Separate new claim is not automatically covered by prior Title XVI appointment.documented2026-10-084R116_E020business_ruleRASR Representative Entity Affiliation and Fee-Assignment ValidationHearings and representationAn appointed representative is an individual; assignment of direct fee payment to an affiliate requires registered organization/EIN and compliant SSA-1696, separate from appointing an organization as representative.documented2026-10-084R116_E021workflow_controlRASR Default Sole Proprietor Without Fee Entity InformationHearings and representationRASR defaults the representative to sole-proprietor/self-employed coding when SSA-1696 lacks entity information or checks No EIN.documented2026-10-084R116_E022address_attributeSSA-1696 Paper Signature Witness Mailing Address AttributeAddress provenance and IRS dataA claimant signing Form SSA-1696 with an X needs two independent witnesses with signatures and complete mailing addresses; witness contacts are not claimant residence addresses.documented2026-10-084R116_E023cataloged_databaseAudit Database and Information Tracking SystemEnterprise governance and analyticsSSA non-public data-catalog asset US-GOV-SSA-1607 tracks agency audit reports, performance/compliance audits, recommendations, management actions and related correspondence, including OIG/GAO items.cataloged_nonpublic2026-10-084First inventoried 2017-12-22; September 2026 catalog metadata does not prove current deployment/DBMS.R116_E024data_domainSSA Audit Recommendations and Follow-Up Action Data DomainEnterprise governance and analyticsNon-public audit-tracking information includes recommendations, agency corrective actions, audit correspondence, and internal/external audits.non_public_asset2026-10-084Access restricted; not a public downloadable dataset.R116_E025cataloged_applicationContractor Suitability SystemCSSProcurement and personnel securitySSA non-public data-catalog asset US-GOV-SSA-452 stores contractor personnel associated with SSA contracts, suitability determinations, and dates.cataloged_nonpublic2026-10-084Physical backend/retention not published.R116_E026data_domainSSA Contractor Suitability Determination and Decision-Date RecordsProcurement and personnel securityData.gov description confirms contractor identities, contract relationship and suitability determination/date; no identity provider, security system integration, or retention inferred.non_public_asset2026-10-084R116_E027external_exchangeSSA-DoD PERSEREC SSN Verification ExchangeDoD PERSERECExternal exchanges and identitySSA Data.gov US-GOV-SSA-626 describes restricted-public daily agreement to verify identifying SSN details for DoD DMDC/PERSEREC personnel background checks.cataloged_restricted_public2026-10-084Catalog inventory dated 2016-06-24; daily frequency cataloged as of 2026-09-29. No transport/protocol inferred.R116_E028exchange_dataDoD PERSEREC Applicant SSN Background-Screening Verification RequestExternal exchanges and identityDMDC uses SSA SSN verification for active/reserve military, National Guard, federal civilian and contractor background checks and facility/network access.restricted_public_data_exchange2026-10-084R116_E029adjudication_controlChild Insurance Benefit Prior Disability Determination Adoption GateTitle II disability and benefitsOIG October 2026 review identifies improper initial denials when technicians fail to consider adoption of qualifying prior disability determinations before initiating fresh medical decisions.documented2026-10-084Audit identifies adherence issue, not a newly deployed automated rule.R116_E030payment_controlCIB Post-Appeal Entitlement Date and Payment Recalculation ControlTitle II disability and benefitsOIG October 2026 audit identifies failures to compute correct entitlement dates and past-due benefits for children initially denied and later approved.documented2026-10-084R116_E031adjudication_controlCIB Missing-Form and Evidence Denial Development Documentation GateTitle II disability and benefitsTechnicians must document required development efforts before denying CIB disability applications for missing form or evidence; OIG found noncompliance.documented2026-10-084R116_E032benefit_workflowWorkers Compensation/Public Disability Offset Higher Retirement Option NotificationTitle II retirement and disabilitySSA must notify potentially affected workers-compensation/public-disability offset beneficiaries that higher retirement insurance benefits may be available; OIG October 2026 found missed notifications and responses.documented2026-10-084R116_E033benefit_workflowHigher Retirement Benefit Declination and Nonresponse Follow-Up ControlTitle II retirement and disabilitySSA follow-up and documentation must capture disabled beneficiaries electing not to file for higher RIB and address nonresponders; audit documents continuing weaknesses after partial automation.documented2026-10-084R116_E034modernization_observationHigher Retirement Option Partial Automated Notification ModernizationTitle II retirement and disabilityOIG states SSA automated portions of higher-RIB option notification after 2015 finding; implementation product and effective date not identified, and 2026 deficiencies persist.documented2026-10-083Do not infer platform, full coverage or completion status.R116_E035program_integrity_controlSSI Earnings Alert Timeliness and Complete Resolution Quality ControlSSI earnings and program integrityOIG September 2026 audit found large population of wage discrepancy alerts not resolved timely or cleared without all wage evidence documented; control needed for backlog follow-up.documented2026-10-084R116_E036legal_processing_ruleSSI Earnings Alert Administrative Finality Recovery BoundarySSI earnings and program integrityDelayed earnings-alert review can cause incorrect SSI payments to fall outside normal revision/recovery windows under administrative finality; fraud/similar-fault exceptions may apply.documented2026-10-084R116_E037eligibility_controlSSI Liquid Resource Verification Tolerance Exception for Priority DiariesTitle XVI financial and IRS interfacesSeptember 2026 SSI policy excludes 5B IRS, 5H pension, SB savings-bond, R8 conserved-funds and DI dedicated-account diaries from ordinary liquid-resource verification tolerance; requires AFI verification.documented2026-10-084R116_E038evidence_workflowSSI External Wage Verification Company Evidence IntakeSSI earnings and program integrityPOMS permits wage evidence from wage verification providers, but discrepancies require corroboration and staff enter verified wages on SSI Claims wages page or SSR.documented2026-10-084Do not infer direct API or provider/vendor name.R116_E039evidence_workflowSSI Wage Verification Evidence Dual Filing in CEF or NDREDSSI earnings and program integrityVerified external wage evidence should be stored in CEF or if none exists NDRED via Evidence Portal, or in locked EVID/Report of Contact under rules.documented2026-10-084R116_E040program_integrity_controlNumident Erroneous Death Removal Reason-Documentation Quality ControlIdentity and deathOIG July 2026 found incomplete documentation of reasons for recording and correcting erroneous death in 45% of sampled corrected cases, degrading downstream inquiry and prevention controls.documented2026-10-084R116_E041notice_quality_controlTitle II Overpayment Notice Policy Completeness Review ControlPayments, debt and correspondenceOIG 2026 reports incorrect amounts, missing appeal/waiver rights and deficient explanations in sampled Title II overpayment notices; identify notice-generation quality risk.documented2026-10-084R116_E042payment_controlSSI Underpayment Deceased-Recipient Nonpayability ReviewTitle XVI payment accuracyOIG 2026 found pending SSI underpayments for deceased recipients that were not payable to anyone; data require validation before release or continued control.documented2026-10-084R117_E001business_ruleSSA-635 Final-Review Evidence Portal Storage GateDebt and PaymentsSSA-635 is faxed or imported to Evidence Portal only when final waiver determination is made; if approval still requires review, filing waits until review completes.observed_current_policy2026-10-085R117_E002data_attributeSSR OPSQ Overpayment Sequence and Sequence DateTitle XVISSR Overpayment Sequence Data segment contains overpayment sequence identifier and SQD date used for SSA-635 waiver traceability.observed_current_policy2026-10-085R117_E003data_attributeTitle II ROAR Waiver Event ReferenceTitle IISSA-635 references the ROAR event number to identify the Title II overpayment requiring waiver.observed_current_policy2026-10-085R117_E004business_processOverpayment Waiver Review Disagreement RemandDebt and PaymentsNonconcurrence with proposed waiver approval is documented in DMS/CCE and returned for independent decision-maker/personal conference when required.observed_current_policy2026-10-085R117_E005business_ruleAdministrative Tolerance Original-Debt Amount and Household GateDebt and PaymentsAdministrative waiver tolerance applies to original overpayment amounts $2,000 or less subject to fault and household-related controls, not a recovered outstanding balance.observed_current_policy2026-10-085R117_E006data_productPaid-versus-Payable Overpayment Calculation ChartDebt and PaymentsTechnician-prepared calculation and retained evidence used to reconcile paid benefit history against payable amounts, including PHUS transactions and certain withholdings.observed_current_policy2026-10-085R117_E007business_ruleOverpayment Supporting-Evidence Lifetime Retention RuleDebt and PaymentsManual Title II overpayment evidence, including paid-versus-payable charts, is retained for the life of the overpayment.observed_current_policy2026-10-085R117_E008work_controlSSI KB Diary Priority-Selection Deferral ControlTitle XVIWhen SSR holds a priority-select diary and future KB diary, system issues limited issue for priority diary and defers full age-18 RZ until KB matures.observed_current_policy2026-10-085R117_E009business_processSSI Age-18 Type-of-Master-Record DI/BI ConversionTitle XVISSI Claims update of living arrangement at 18th birthday changes SSR Type of Master Record to DI/BI; non-SSI Claims cases use SSA-1719B plus SY and TY input.observed_current_policy2026-10-085R117_E010work_controlSSI KB Diary Incorrect-Date-of-Birth Monthly-Merge ClearanceTitle XVICorrection of incorrect SSR DOB before age 18 clears profile-K redetermination in next monthly merge run.observed_current_policy2026-10-085R117_E011work_controlTitle II Age-18 Child-Benefit Termination 2F DiaryTitle IIAge-18 termination of Title II child benefits causes the system to establish a 2F diary for follow-up.observed_current_policy2026-10-085R117_E013applicatione4345 Windfall Offset Intercomponent Applicatione4345Title II / Title XVI Cross-ProgramWeb-based SSA-4345-U2 equivalent enables field offices and processing centers to exchange windfall-offset information electronically.observed_current_policy2026-10-085No claim regarding underlying interface transport or persistence.R117_E014formSSA-4345-U2 Record of Manual Title II ComputationTitle II / Title XVI Cross-ProgramPaper fallback form and e4345-equivalent used for PC/FO manual Title II computation and windfall-offset communications.observed_current_policy2026-10-085R117_E015data_productSSI eComps Computation PrintoutTitle II / Title XVI Cross-ProgramPrintout of eComps SSI RMA calculation serves as alternative to paper SSA-4968; stored with offset evidence in electronic folder.observed_current_policy2026-10-085R117_E016business_processWindfall Offset Unavailable-e4345 FallbackTitle II / Title XVI Cross-ProgramWhen e4345 unavailable, FO uses paper SSA-4345-U2, enters data later in e4345, and for urgent cases faxes paper through Evidence Portal and notifies PC.observed_current_policy2026-10-085R117_E017data_attributeSSI CMPH ZIP-Derived State and County CodeTitle XVI / Address ProvenanceSSI Claims prepopulates state and county coding in SSR Computation History segment from residence ZIP code for qualifying state supplementary calculations.observed_current_policy2026-10-085R117_E018data_productSSI Windfall Offset Revised Federal and State AmountsTitle XVIManual windfall computation uses SSR historic federal/state amounts and recalculates NEW FAM/NEW SAM for hypothetical timely Title II payment; result is posted via separate SSR action.observed_current_policy2026-10-085R117_E019vendorAccuity Asset Verification Services Inc.ProcurementOfficial SSA FY2022 acquisition forecast identifies Accuity as awardee for nationwide AFI contract 28321321D00060014 beginning 2021.historical_award_verified2026-10-085R117_E020contractAFI Nationwide Services Contract 28321321D00060014ProcurementOfficial SSA forecast identifies Accuity AFI award with period 2021-04-25 through 2026-10-24; 2023 OAG data contains related task orders.historical_award_verified_current_2026_status_unconfirmed2026-10-085R117_E021vendorExperian Identity Verification Procurement VendorProcurementOfficial SSA FY2022 forecast states online identification and verification services for retirees and beneficiaries awarded to Experian.historical_award_verified2026-10-085R117_E022contractOnline Beneficiary Identity Verification Contract 28321321D00060032ProcurementOfficial SSA FY2022 forecast identifies Experian award for online identification and verification services with projected period 2021-09-30 through 2028-09-29.historical_award_verified_not_live_deployment_evidence2026-10-085R117_E023vendorICF Incorporated SSA SAFE Support VendorProcurementOfficial SSA FY2022 forecast identifies ICF as awarded contractor for SAFE physical-security application development and maintenance.historical_award_verified2026-10-085R117_E024contractSAFE Development and Maintenance Order 28321321FDX030138Procurement2021 SSA task order for Security Automated Features and Enhancements suite development and maintenance awarded to ICF, as recorded in official FY2022 forecast.historical_award_verified2026-10-085R117_E025vendorNorthrop Grumman SSA Network Infrastructure VendorProcurementOfficial FY2022 forecast identifies Northrop Grumman awardee for SSA agency network infrastructure support BPA 28321321A00040008.historical_award_verified2026-10-085R117_E026contractSSA Network Infrastructure BPA 28321321A00040008ProcurementOfficial FY2022 forecast documents network infrastructure services award to Northrop Grumman with 2021-08 through 2026-07 planned term.historical_award_verified2026-10-085R117_E027vendorColossal Contracting SSA Infrastructure VendorProcurementSSA FY2022 forecast reports Colossal Contracting as awardee for network hardware, software and maintenance requirements contract.historical_award_verified2026-10-085R117_E028contractSSA Network Equipment Contract 28321322D00060002ProcurementOfficial SSA FY2022 forecast identifies Colossal Contracting award for network infrastructure hardware/software/maintenance, dated 2021-11-19.historical_award_verified2026-10-085R117_E029vendorTyto Athene SSA Multimedia Support VendorProcurementSSA FY2022 forecast reports Tyto Athene awardee for Multimedia Center Maintenance and Support Services.historical_award_verified2026-10-085R117_E030contractMultimedia Center Support Contract 28321322D00060003ProcurementSSA FY2022 forecast confirms Tyto Athene award for multimedia center maintenance and support under IDIQ.historical_award_verified2026-10-085R117_E031data_productSSA OAG November 2023 Award Listing SnapshotProcurementMachine-readable OAG contract-award listing dated November 2, 2023 and exposed as HTML, CSV, XML and JSON; not evidence of live October 2026 award status.historical_publication_snapshot2026-10-085R117_E032procurement_workflowSSA Network Infrastructure Services AcquisitionProcurementOfficial SSA FY2022 forecast distinguishes purchased network infrastructure services from a separately awarded network hardware/software requirement.historical_acquisition2026-10-085R117_E033procurement_workflowSSA Online Beneficiary Identity Verification Procurement ScopeProcurementHistorical SSA acquisition purpose of online identification and verification for retirees and beneficiaries; no evidence links specific modern AI application to this contract.historical_acquisition2026-10-085R117_E034procurement_workflowSSA Multimedia Center Maintenance Procurement ScopeProcurementHistorical SSA multimedia center support and maintenance procurement; no claimed backend platform, hardware model, or current operation.historical_acquisition2026-10-085R118_E001data_artifactSS-5 Original Microprint Evidence for Numident CorrectionIdentity / EnumerationOriginal SS-5 image or microprint compared against Numident to prove an input error before SSNAP NCP correction.documented_policy2026-10-085R118_E002business_ruleNumident Field Change Dependent Program-Record ReconciliationIdentity / Program RecordsWhen supported sex field correction occurs, technicians update applicable MBR, SSR, RPS and other SSA records; the policy does not describe automatic physical replication.documented_policy2026-10-085Manual/controlled cross-record task; not documented as SSNAP-to-program-record auto-sync.R118_E003business_processNumident Parent Name Change Beneficiary and Payee ReconciliationIdentity / Representative PayeeFollowing change to child Numident parent name, employee asks whether parent is beneficiary or payee and reviews MBR SSR or RPS for necessary independent actions.documented_policy2026-10-085R118_E004data_artifactEnumeration at Birth Transmitting-Entity Error DocumentationIdentity / State Vital RecordsHospital or other participating entity documentation demonstrating that an error originated in the automatic EAB data source.documented_policy2026-10-085R118_E005business_ruleSSNAP Non-Face-Field Replacement-Card SuppressionIdentity / EnumerationWhen changing Numident sex, date/place of birth, or parent name data without changes on card face, suppress card issuance unless customer requested card.documented_policy2026-10-085R118_E006identity_validation_controlAdditional Identity Verification Gate for Sensitive SSA Electronic FormsDigital Services / IdentitySSA Forms catalog identifies five electronically submitted forms for which additional identity verification is required; precise method not specified.observed_public_submission_rule2026-10-085Only conditional submission gate is documented; no vendor, authentication algorithm or underlying application inferred.R118_E007submission_channelSSA Forms Directory Complete Online and Upload PDF Routing OptionsDigital Services / FormsPublic SSA Forms directory publishes separate options for in-browser completion and PDF submission for selected hearings and appeal forms; no backend integration is documented.public_submission_route_observed2026-10-085R118_E008workflow_controlOrganizational Payee Mass Change Manual Advance-Notice ControlRepresentative Payee / Due ProcessFor changed common organizational payees, advance notice is sent manually and 15-day diary established; eRPS mass change does not send that notice automatically.documented_policy2026-10-085R118_E009business_processOrganizational Payee Mass Change Conditional Beneficiary Residence UpdateRepresentative Payee / Address ProvenanceAfter common payee reorganization or change, staff conditionally correct affected beneficiary residence using eRPS Beneficiary Address Change screen only when the residence has changed.documented_policy2026-10-085Separate from organizational payee contact address; no automatic propagation to MBR/SSR established.R118_E010data_artifactCommon-Payee Mass Change SSA-11 First-Beneficiary Evidence IndexRepresentative Payee / EvidenceSSA stores one organizational SSA-11 and affected beneficiary list into NDRED/eView under SSN of first listed beneficiary; eRPS note points to storage SSN.documented_policy2026-10-085R118_E011case_note_typeeRPS CAPA-CURRENT PAYEE CONTACT Report CodeRepresentative Payee / CapabilityStaff document contact with current payee using CAPA-CURRENT PAYEE CONTACT in eRPS Beneficiary Details Report of Contact for updated capability reviews.documented_policy2026-10-085R118_E012business_processRepresentative-Payee Capability Report-of-Contact Fallback RoutingRepresentative Payee / EvidenceFor cases lacking eRPS entry, record payee contact in Title II RPOC or Title XVI CCE ROC, and fallback to SSA-5002 filed in NDRED/eView when unable to establish electronic note.documented_policy2026-10-085R118_E013workflow_actionAppeals Council Additional-Evidence UAT Alert FunctionDisability / AppealsWhen evidence arrives at field office for a case pending Appeals Council review, staff fax/upload into electronic folder and use UAT function to notify Council.documented_policy2026-10-085UAT is POMS function name; no unverified expansion, vendor, or persistence technology assigned.R118_E014adjudication_ruleAppeals Council Withdrawal Dismissal Before Subsequent ApplicationDisability / AppealsSSA does not accept a new disability application concurrently with withdrawal request while AC appeal remains pending; AC must dismiss withdrawal first.documented_policy2026-10-085R118_E015digital_servicemy Social Security Benefit-Statement Five-Year Retrieval and Winter BlackoutTax / Beneficiary ServicesmySSA permits benefit statement access for five prior paid years; current-year replacement request unavailable mid-December to January 31, with year selection and PDF download.documented_policy2026-10-085R118_E016business_ruleDeceased-Beneficiary Tax Statement Last-MBR-Address RoutingTax / Address ProvenanceFor tax statements after death, SSA sends benefit statement to last MBR address; eAccess blocks access to deceased beneficiary mySSA account.documented_policy2026-10-085R118_E017external_data_serviceSouth Dakota Workers Compensation Online Case Record AccessExternal Evidence / Workers CompensationSSA POMS documents access to South Dakota online WC records for authorized processing-center personnel; may supply employer, carrier, attorney contacts without completing development.observed_state_access_20262026-10-085R118_E018internal_portalSSA Internal Workers Compensation Resource PageDisability / External EvidenceSSA intranet WC Resource Page links to some states online records and lists processing-center personnel with access.documented_policy2026-10-085R118_E019public_csv_datasetCombined Title II and Title XVI Initial Disability Processing Time CSV FY2016 OnwardEnterprise Data / Disability StatisticsPublished SSA monthly average days to process combined initial claims requiring medical determination, excluding technical denials; monthly files from FY2016 onward.published_public_data_20262026-10-085R118_E020public_csv_datasetCombined Disability Processing Time FY2016 53rd-Week CSVEnterprise Data / Disability StatisticsSeparate FY2016 53rd reporting week CSV documents SSA workload-reporting boundary exception.published_public_data_20262026-10-085R118_E021published_actuarial_dataset2026 OASDI Trustees Single-Year Income Cost and Balance Table IV.B1Actuarial / Public ProjectionsOfficial single-year OASI, DI and OASDI trust-fund income rate, cost rate and balance as percentages of taxable payroll, historical 1970–2100 projected.published_20262026-10-085R118_E022procurement_workflowSSA Acquisition 360 Survey Solicitation Provision Threshold RuleProcurement / Acquisition FeedbackSSA inserts FAR 52.201-1 in solicitations for IT awards over simplified acquisition threshold and non-IT awards with estimated lifetime value exceeding $10 million; other solicitations optional.observed_procurement_policy2026-10-085R118_E023legal_processing_ruleSSA Data Exchange Direction and Agreement Authorization GateExternal Exchanges / GovernanceSSA differentiates agreement (governing terms) from exchange (data movement). Incoming/outgoing directions, legal authority, security, feasibility, cost and reimbursement review determine permitted exchange.documented_policy2026-10-085R118_E024external_data_serviceState Bureau of Vital Statistics Online Birth-Evidence VerificationClaims / Identity EvidenceSSA explains field offices may contact state vital-statistics bureaus to verify age/citizenship evidence online; not evidence of full record synchronization.documented_policy2026-10-085R118_E025business_processRetirement Benefit Application Birth-Evidence DevelopmentTitle II / Claim Identity EvidenceSSA explains that field offices may verify claimants birth evidence through a state Bureau of Vital Statistics online, rather than requiring applicant to obtain it independently.documented_policy2026-10-085R119_E001data_structureDOORS Office Location and Operating-Hours Attributesenterprise/field-officesDOORS stores office code, name, address, telephone/fax, and operating hours for SSA public service locations. These are organizational office addresses, not beneficiary or Person addresses.documented2026-10-085Quarterly published extract; retention and DOORS platform technology not established.R119_E002publication_processDOORS Quarterly Office Directory Extractpublic-data/operationsSSA publishes a quarterly extract from the Detailed Office/Organization Resource System and supplements office entries with its 800 telephone number for Office Locator alignment.documented2026-10-085R119_E003public_csv_datasetField Office Directory CSV (DOORS-based)public-data/field-officesQuarterly downloadable CSV of field office locations and contact/hours information; published March 9, 2026. Physical publication pipeline is not described.documented2026-10-085Administrative organization locations only; source is not a person-address authority.R119_E004public_csv_datasetResident Station Directory CSV (DOORS-based)public-data/field-officesQuarterly downloadable CSV of resident station locations and contact/hours information; published March 9, 2026. Physical publication pipeline is not described.documented2026-10-085Administrative organization locations only; source is not a person-address authority.R119_E005public_csv_datasetVideo Service Delivery Site Directory CSV (DOORS-based)public-data/field-officesQuarterly downloadable CSV of vsd site locations and contact/hours information; published March 9, 2026. Physical publication pipeline is not described.documented2026-10-085Administrative organization locations only; source is not a person-address authority.R119_E006data_storeUnidentified Online Direct Deposit Update Databasepayments/direct-depositSSA Open Data explicitly says online Title II direct-deposit changes are sent to a database before MBR is updated. Database product, persistence, location, and update transport are unidentified.documented2026-10-085Existence of a database documented; canonical physical identifier UNKNOWN. Not a new general Person repository.R119_E007statistical_processInternet Direct Deposit Usage Transaction Capturepublic-data/paymentsSSA captures Internet direct-deposit transactions as customers access the service; source says usage observations are stored in data stores and warehouses. Physical facilities and precise ETL are not documented.documented2026-10-085R119_E008business_ruleOnline Direct Deposit SSI and Foreign-Address Eligibility Restrictionpayments/direct-depositAs of July 10, 2026, online direct-deposit self-service is not available for SSI recipients or beneficiaries without a U.S. mailing address. This is a service-eligibility scope, not evidence that an online address changes MBR.documented2026-10-085R119_E009public_data_productExtra Help Part D Eligibility Decisions Annual State Datasetpublic-data/medicareAnnual national/state dataset of SSA Extra Help determinations and favorable decisions; excludes deemed beneficiaries and applications through state Medicaid agencies; SSA Data Catalog 332 and 1771.documented2026-10-085Updated 2025-11-24; aggregate statistics only.R119_E010statistical_processMedicare Extra Help Daily Operational Workload Transfer to SUMS Counts Warehousepublic-data/medicareSSA states that Medicare Operational Data Store SUMS workload information refreshes the SUMS Counts Data Warehouse daily, from which annual Extra Help state decision statistics derive.documented2026-10-085R119_E011logical_address_attributeExtra Help Statistical State Derived From Applicant Addressaddress-provenance/medicareThe Extra Help decisions dataset defines its state as the state or DC provided in the applicant address; records outside the 50 states and DC appear as No Zip Available. This is a statistical geographic dimension, not proof of MBR or MDB master-address update.documented2026-10-085R119_E012external_exchangeHelp America Vote Verification Transaction Serviceidentity/state-voter-registrationSSA HAVV provides state voter-registration verification using only the last four SSN digits, name, and birth date and returns matching/death categories. Participation uses authorized state partners.documented2026-10-085Cannot infer that the HAVV interface directly queries Numident without separate technical evidence.R119_E013exchange_dataHAVV Four-Digit Voter-Registration Identity Requestidentity/state-voter-registrationPermitted verification request contains last four SSN digits, name, and date of birth; intended for voter registration. Driver-license verification occurs first through state Motor Vehicle Administration.documented2026-10-085R119_E014exchange_dataHAVV Verification and Death-Indicator Response Categoriesidentity/state-voter-registrationDocumented reply categories: no match, single/multiple matches alive, single/multiple matches deceased, mixed alive/deceased, invalid input. Status is a verification response not a death-update transaction.documented2026-10-085R119_E015data_access_controlHAVV Voter-Registration-Only Disclosure Restrictionidentity/external-exchangesSSA states HAVV verification requests/results are confidential and must be used only for voter registration; no general address/identity proofing reuse is established.documented2026-10-085R119_E016business_ruleEmployer Signature PIN Optional Election and Mandatory-If-Selected Filing Ruleearnings/employer-reportingSSA anticipates an opt-in annual employer PIN with planned December 2026 reporting season. If an employer elects PIN use, its own and delegated third-party W-2 reports must include it. Not established in production as of October 8.planned2026-10-085Future conditional capability, no deployment claim; employer account administrator provides the PIN to authorized submitters.R119_E017business_processSSI IRS Alert Payer Identity Resolution via DEQYprogram-integrity/IRSWhen IRS interest-alert payer name or address is missing/inappropriate, SSA instructs staff to retrieve the detailed earnings query by payer EIN, not request payer name/address from IRS.documented2026-10-085R119_E018data_quality_controlIRS Alert Payee EIN versus Beneficiary SSN Collision Testidentity/IRSWhen an IRS alert shows a different payee name/address, SSA may use DEQY to determine whether the alleged SSN actually collides with a company EIN. Such payee addresses cannot be presumed to be the beneficiary address.documented2026-10-085R119_E019data_quality_controlSSI IRS Alert Duplicate Interest Posting Dispositionprogram-integrity/IRSSSA instructs to disregard duplicate interest transactions with identical payer/amount, then re-evaluate resource tolerance and clear an alert if no other issue remains.documented2026-10-085R119_E020business_processSSA IRS Interest Alert Financial-Institution Primary Record Verificationprogram-integrity/IRSWhen a taxpayer denies ownership of an interest-bearing bank account, SSA obtains signed SSA-4641 and seeks institution records for active and closed interest-bearing items; payer is source of transaction.documented2026-10-085R119_E021business_processSSI Redetermination Direct-Deposit Account Resource DevelopmentTitle XVI/resourcesAn MBR or SSR direct-deposit indicator directs staff to develop the underlying financial account as a possible resource and document it on the CCE Financial Accounts page; indicator does not prove current countable balance.documented2026-10-085R119_E022business_processSSI Redetermination First-of-Month Financial Account Balance VerificationTitle XVI/resourcesWhen bank development is warranted, SSA evaluates account activity for the balance as of the first day of month and considers holiday/early payday exceptions and cleared/uncleared checks.documented2026-10-085R119_E023interfaceSSA I-Main DHS SAVE Claims Verification Entry Routeidentity/lawful-presenceSSA claims processing accesses DHS SAVE through I-Main, whereas enumeration invokes SAVE through SSNAP; SAVE verifies document/status but does not itself determine eligibility.documented2026-10-085R119_E024identity_validation_controlDHS SAVE Response SSN Unverified-Claimant-Identifier Ruleidentity/third-party-evidenceSSA states an SSN included in a DHS SAVE response generally originated from the noncitizen and may be inaccurate. Staff should not treat it as Numident correction evidence or request DHS to correct it.documented2026-10-085R119_E025eligibility_controlNumident IDN H Work-Authorization versus Lawful-Presence Evidence Ruleidentity/benefitsNumident IDN H indicates permanent work authorization, but is not sufficient evidence of lawful U.S. presence for current Title II payment determination; current documentary evidence and lawful-presence verification rules apply.documented2026-10-085R119_E026business_processDDS Electronic Assistance Request Processing Workflowdisability/evidenceA case-jurisdiction holding DDS/other authorized component sends an electronic assistance request to another component using the DDS case-processing system; original office retains CEF jurisdiction, other office has limited access.documented2026-10-085Not all state DDS systems implement the full lifecycle; no universal automated completion presumed.R119_E027access_control_artifactCEF Electronic Assistance Request Limited Access Controldisability/evidenceReceiving assistant office is granted Limited Access Control to categorize imaged documents and edit bookmarks/annotations without taking full CEF case jurisdiction.documented2026-10-085R119_E028user_interfaceeView Assistance Request History Screendisability/evidenceeView Status/History tab shows electronic assistance request dates, issues, and jurisdictions for the life of the case. Stored with CEF case context; underlying table/physical DB not specified.documented2026-10-085R119_E029formSSA-883 Request for Assistancedisability/evidenceSSA-883 is one of the forms used for initiating or processing disability Electronic Assistance Requests. The documented form does not establish a separate database.documented2026-10-085R119_E030formHA-4488 DDS Assistance in Obtaining Reportsdisability/evidenceHA-4488 is one of the forms used for initiating or processing disability Electronic Assistance Requests. The documented form does not establish a separate database.documented2026-10-085R119_E031formHA-4489 DDS Assistance in Obtaining Consultative Examinationdisability/evidenceHA-4489 is one of the forms used for initiating or processing disability Electronic Assistance Requests. The documented form does not establish a separate database.documented2026-10-085R119_E032formSSA-5526 Request for Assistancedisability/evidenceSSA-5526 is one of the forms used for initiating or processing disability Electronic Assistance Requests. The documented form does not establish a separate database.documented2026-10-085R119_E033business_ruleField Office Electronic Assistance Request Receive-Only Limitationdisability/evidenceField offices may receive but cannot initiate electronic assistance requests in the documented disability AR workflow.documented2026-10-085R119_E034workflow_controlDDS Legacy Electronic Assistance Request Feature-Gap Fallbackdisability/evidenceSome DDS legacy case systems cannot accept/reject/follow-up/cancel/close/transfer full electronic AR transactions; staff must use telephone or email with documentation in CEF.documented2026-10-085Do not generalize to all DDS systems or infer identical current state across jurisdictions.R119_E035evidence_exception_workflowDDS Local Image Repository Paper-Transmission Exceptiondisability/evidence2025 POMS lists GA, IL, NC, OH, TN and TX as DDS with local image repositories requiring categorized electronic background materials to be printed/sent for some electronic assistance requests. Historical observed policy; October 2026 deployment unverified.documented2026-10-084State list and local repository limitation only as of cited 2025 policy.R119_E036data_identifierBEPUF 2020 Synthetic Beneficiary Linkage Identifierresearch/public-useBEPUF 2020 benefits and earnings synthetic subfiles share a synthetic beneficiary ID. Because benefits/monthly benefit credited and earnings are modeled rather than computed by actual benefit rules, record-level pairs cannot be interpreted as programmatically consistent.documented2026-10-085R119_E037data_quality_controlBEPUF 2020 Withdrawn AIME PIA nEarns Derived Variablesresearch/public-useSSA April 24, 2026 errata removed AIME, PIA and nEarns supplementary fields from Benefits Subfile following calculation errors in AIME and PIA. This is a data-product correction, not benefits determination recalculation.documented2026-10-085R119_E038projectSSI Recipient-Facing Case Facts Snapshot (SSAB Proposal)Title XVI/modernizationThe July 25, 2026 Social Security Advisory Board report recommends that SSA develop a snapshot of current SSI case facts visible to recipients and representatives; it does not state this service is deployed.recommended_not_deployed2026-10-085R119_E039projectSSI Mobile Change-Reporting Application (SSAB Proposal)Title XVI/modernizationSSAB recommends a mobile SSI app for reporting changes in income, resources, and living arrangements beyond the existing limited wage-reporting service. This is a proposal, not evidence of procurement or deployment.recommended_not_deployed2026-10-085R119_E040governance_processSSI Non-Wage Change Report Auto-Processing Feasibility Assessment (SSAB Recommendation)Title XVI/modernizationSSAB urges SSA to evaluate feasibility and risk of automatically processing categories of SSI changes to reduce staff burden; does not demonstrate an existing auto-processing service.recommended_not_deployed2026-10-085R120_E001program_recordMedicare Health Insurance Master Record (HI Master)Medicare/identity/addressHealth insurance master record separately queryable from the Title II MBR. POMS describes staff correction and reconciliation; no physical DBMS or automated universal person sync is established.documented2026-10-085R120_E002formCMS-2178-U2 Medicare Entitlement Priority Correction ReferralMedicare/claimsOne-page fillable Medicare entitlement correction form routed to a processing center or CMS; used for HI/MBR inconsistency when direct input cannot fix it; not a routine premium correction.documented2026-10-085R120_E003documentCMS-1966 Medicare Health Insurance CardMedicare/serviceMedicare health insurance card whose identifying details may require correction under CMS-2178-U2.documented2026-10-085R120_E004business_processMBR and Medicare HI Address Discrepancy DevelopmentMedicare/address provenanceIf both MBR and HI record addresses are wrong, technician attempts POS correction or sends CMS-2178-U2 to a processing center via Paperless; if only HI is wrong, emails CMS. No automatic IRS-derived address correction is implied.documented2026-10-085R120_E005business_processPOS Medicare Name and Sex-Code Correction with EDB Downstream UpdateMedicare/person identityWhen both Title II MBR and HI record contain incorrect name/sex data, POS direct input can correct them and subsequently update CMS Enrollment Database according to current POMS.documented2026-10-085R120_E006business_processCMS Medicare HI-Only Entitlement Error ReferralMedicare/cross-agencyCMS-2178-U2 routed to CMS for correction of a HI-only record error, with subsequent verification of correction. A separate workflow from SSA MBR update.documented2026-10-085R120_E007work_controlCMS-2178 Medicare Correction 30-Day and 90-Day Follow-upMedicare/cross-agencyA response or unresolved correction after 30 working days triggers follow-up; 90 calendar days without resolution leads to CMS regional escalation per HI 00930.080.documented2026-10-085R120_E008query_interfaceMedicare HMQ Query (Unexpanded Acronym)Medicare/serviceQuery cited in POMS for verifying Medicare HI data corrections; backend transport not described.documented2026-10-085R120_E009query_interfaceMedicare ESQ Query (Unexpanded Acronym)Medicare/serviceQuery cited in POMS for verifying HI-only entitlement record corrections; no backend technology inferred.documented2026-10-085R120_E010applicationSSI Redetermination Wizard (RZ WIZ)Title XVI/workflowPolicy requires RZ WIZ for limited-issue, redetermination and wage-diary interviews; technical hosting and physical data store undocumented.documented2026-10-085R120_E011work_controlSSI KZ Insured-Status DiaryTitle XVI/Title II nexusSemiannual April/October SSI diary alerts staff to possible Title II retirement or qualifying disability insured status; policy includes a four-quarter proximity test and disability constraints.documented2026-10-085R120_E012work_controlSSI Age-90 KC Limited-Issue DiaryTitle XVI/program integrityNew LI described for SSI recipient or eligible spouse reaching age 90 by fiscal-year end; application to age-90 cases uses KZ/KC-specific policy, not a universal identity correction.documented2026-10-085R120_E013business_processSSI Unredetermined Case (UC) Profile SelectionTitle XVI/workloadUC profile can select cases after three months in current/force payment or qualifying 1619(b) status; distinct from regular periodic-review profiles.documented2026-10-085R120_E014business_ruleSSI High/Medium/Low Error Profile RZ SchedulingTitle XVI/workload2026 POMS schedules HEP/MEP and some LEP profiles annually, while other LEP profiles may run every six years; scheduling varies by category.documented2026-10-085R120_E015formTreasury Form FMS-1133 Forgery Claim PackageTreasury/paymentsTreasury-issued claims package for possible forged government checks following SSA nonreceipt/stop-payment requests; staff scan to Evidence Portal and forward the full package to Treasury.documented2026-10-085R120_E016formTreasury Form FMS-3858 Certified Check Photocopy RequestTreasury/paymentsAn L-stop produces FMS-3858 and a copy of the check, not an FMS-1133 forgery claim; Treasury will not process photocopies of FMS-1133 for nonreceipt.documented2026-10-085R120_E017access_controlTCIS One-Time FMS-1133 Printable Package ControlTreasury/paymentsFO and processing center may print the form one time through TCIS while printable; teleservice staff cannot print it and must refer through MDW.documented2026-10-085R120_E018business_ruleTreasury Forgery Versus Handwriting Decision by Check AgeTreasury/paymentsTimely nonreceipt of checks 12 months or younger leads to Treasury forgery determination; older untimely nonreceipt leads to handwriting review without FI reclamation based on age.documented2026-10-085R120_E019business_processFMS-1133 Evidence Portal Intake and Treasury ForwardingTreasury/evidenceSSA field office, teleservice center or processing center scans received FMS-1133 pages to Evidence Portal and forwards Treasury package promptly.documented2026-10-085R120_E020business_processTCIS FMS-1133 vHelp and Operations Analysis EscalationTreasury/supportIf TCIS package cannot be printed or claim status cannot be established, applicable FO/TSC vHelp or PSC Operations Analysis staff seek Treasury assistance.documented2026-10-085R120_E021payment_eventPHUS Event 169 Unnegotiated CheckTitle II/paymentsWhen REACT processes limited payability credit/correction PHUS records Event 169 UNNEG CK.documented2026-10-085R120_E022data_elementREACT RCLRN N Limited-Payability Notice IndicatorTitle II/paymentsREACT ordinarily annotates RCLRN field N and produces notice file after qualifying limited payability event.documented2026-10-085R120_E023notice_dataREACT Automated Uncashed Check Notice FileTitle II/correspondenceTitle II LP notice generated following REACT event to ask recipient to identify uncashed checks and sign response. Title XVI does not automatically send same LP notice.documented2026-10-085R120_E024business_ruleSigned Limited-Payability Repayment Confirmation GateTitle II/paymentsSigned returned LP notice and status verification are required to authorize repayment; unsigned notice cannot itself authorize check reissue.documented2026-10-085R120_E025business_processDeceased Title II Underpayment Nonnegotiation VerificationTitle II/paymentsBenefit authorizer confirms returned, unnegotiated or unreceived payments using REACT output, PHUS or Treasury TCIS before paying proper survivor.documented2026-10-085R120_E026data_observationDeceased-Beneficiary Surviving-Spouse Shared Check Address EvidenceTitle II/person/addressThe spouse receiving checks at same address is one possible element of LISH evidence; it does not validate current residence or initiate address update.documented2026-10-085R120_E027business_ruleDeceased Beneficiary Conserved Funds Exclusion from UnderpaymentRepresentative payee/debtConserved funds are not a Title II underpayment; deceased beneficiary estate return is separate from statutory underpayment priority and former payee payout.documented2026-10-085R120_E028work_controlEAE Enumeration Pending Exception 365-Day ExpirationEnumeration/identityEAE transmitted records with Investigate or Not Completed status remain pending up to 365 days before drop if not resolved, as described in December 2024 POMS.historical_documented2026-10-085R120_E029business_ruleEAE Nonreceipt Replacement Card 14-Day Cycle-Date RuleEnumeration/card deliveryFor EAE card issuance, a Numident cycle date less than 14 days old generally prompts advice to await mailing; older records can require a replacement card application. SSNAP Special FO nonreceipt excluded.historical_documented2026-10-085R120_E030work_controlEBE SSNAP Pending Exception 365-Day RetentionEnumeration/identityUnprocessed EBE applications in Investigate or Not Completed status remain pending for 365 days unless evidence submitted to resolve; no implication of Numident issuance.historical_documented2026-10-085R120_E031telephony_systemField Office Network Enterprise Telephone System (FONE)Infrastructure/contact centerSSA identifies national FONE telephone system providing calls to local field offices, underlying network routing details not published in source.documented2026-10-085R120_E032historical_networkTSRP Field-Office Telephone Routing Network (Historical)Infrastructure/contact centerSSA Open Data states it completed transition to a new network called TSRP in 2012; not evidence TSRP is still production network in October 2026.historical_observation2026-10-085R120_E033data_productField Office Answer and Busy Rate Monthly CSVOpen data/field officePublic CSV (US-GOV-SSA-1414) reporting national FO answer and busy rates since FY2013, updated March 26 2026; sourced from routing vendor feed.documented2026-10-085R120_E034external_data_sourceUnnamed Field Office Telephony Routing-Vendor MeasuresInfrastructure/contact centerSSA states the software routing vendor supplies counts; vendor name, product and data mechanism unverified.documented2026-10-085R120_E035data_quality_ruleField Office Call Answer/Busy Dataset Abandon and Overflow ExclusionsOpen data/field officeFO answer/busy rates exclude calls abandoned in queue and calls overflowing past 15-minute maximum without representative service.documented2026-10-085R120_E036data_productSSDI Initial Claims Spoken-Language Preference Quarterly CSV FY2023 OnwardOpen data/disabilityPublic quarterly SSDI initial-claim spoken language series US-GOV-SSA-2332. SCDD combines SUMS workload with SUMS client demographics from Integrated Client Data Base; file updated 2026-03-31.documented2026-10-085R120_E037data_productSSI Blind and Disabled Initial Claims Spoken-Language Preference Quarterly CSV FY2023 OnwardOpen data/Title XVIPublic quarterly SSI blind/disabled initial claims language-preference series US-GOV-SSA-2328; sourced from SCDD and updated 2026-03-31.documented2026-10-085R120_E038data_productSSA Public AI Use-Case Listing April 2026 CSVAI governance/open dataSSA AI public page links a public AI use-case listing CSV updated as of April 2026, including current and planned uses; individual use cases not inspected or asserted.public_inventory_exists2026-10-085R120_E039governance_documentSSA Enterprise Artificial Intelligence Strategy (Published)AI governanceSSA AI transparency page provides enterprise AI strategy under OMB M-25-21; strategy contents and projects not inferred from linked unreviewed PDF.published2026-10-085R120_E040governance_documentSSA M-25-21 AI Compliance Plan (Published)AI governanceSSA AI transparency page links agency compliance plan; existence documented, implementation of individual controls not verified here.published2026-10-085R121_E001processEarnings After Death Validation ProcessEarnings / Program IntegrityDuring AWR validation, the year of reported earnings is compared against death year on Numident; discrepant wages and self-employment require investigation and may be placed in suspense.documented_policy2026-10-085R121_E002data_elementEarnings After Death Report Suspense Reason CodeEADREarnings / SuspenseEADR marks wages or self-employment earnings occurring after the recorded death year that enter the Earnings Suspense File for tax years 1991 and later.documented_policy2026-10-085R121_E003data_storeEarnings After Death Investigate FileEarnings / Fraud DetectionOffice of Systems produces EAD investigate file and sends work to Wilkes-Barre Data Operations Center for verification against worker or employer.documented_policy2026-10-085R121_E004data_elementNumident Death-Year AWR Comparison KeyPerson / EarningsYear of death on Numident compared to reported wage tax year in annual wage-reporting validation; inaccurate death records may produce false EAD suspensions.documented_policy2026-10-085R121_E005formSSA-L4112C1 Employer Earnings After Death Verification RequestSSA-L4112C1Earnings / CorrectionsWBDOC sends request to employer to clarify earnings reported after worker death.documented_policy2026-10-085R121_E006formSSA-L3400C1 Self-Employed Worker Earnings After Death NoticeSSA-L3400C1Earnings / CorrectionsWBDOC sends this notice to number holder with self-employment earnings after death.documented_policy2026-10-085R121_E007formSSA-L3044 Earnings Attribution Notice to EmployeeSSA-L3044Earnings / CorrectionsWhen employer has insufficient response, WBDOC may advise person shown on W-2 that reported wages may not belong to them.documented_policy2026-10-085R121_E008data_productEarnings After Death Discrepancy Investigation ResponseEarnings / CorrectionsWorker or employer response to WBDOC query routed to OCRO for further resolution and cross-record checks.documented_policy2026-10-085R121_E009processEarnings After Death Suspense Reinstatement and Identity CorrectionEarnings / Identity / Program IntegrityAfter development, corrected date of death and SSN attribution are handled separately from reinstating earnings from suspense using IC; 1991-and-later rules differ from TY1988-90 rules.documented_policy2026-10-085R121_E010formSSA-3278 OCRO Death-Code Correction RequestSSA-3278Earnings / IdentityUsed for certain ETC=D death-code removal requests before earnings correction.documented_policy2026-10-085R121_E011screenInteractive Corrections Add Wage Earnings ScreenEAWGEarnings / Historical CorrectionsEAWG supports reestablishing offset historical wage earnings for TY1988-1990 following correction.documented_policy2026-10-084Historic tax-year workflow in current POMS; do not infer currently used for TY2026.R121_E012screenInteractive Corrections Add Self-Employment Earnings ScreenEASEEarnings / Historical CorrectionsEASE used to reestablish applicable historical self-employment earnings after incorrect death correction.documented_policy2026-10-084Historic tax-year workflow.R121_E013processSSI N20 Failure to Provide Information Suspension ControlN20Title XVI / Due ProcessN20 requires documented outstanding evidence requests, follow-up, appropriate responsible party and approval by a management support specialist or higher before suspension.documented_policy2026-10-085R121_E014business_ruleSSI Initial Written Evidence Request 30-Day ControlTitle XVI / NoticesInitial written SSI eligibility/evidence request dated at mailing and generally allows 30 calendar days to comply.documented_policy2026-10-085R121_E015business_ruleSSI Written Second-Request Notice and 10-Day ControlTitle XVI / NoticesSSTNG or DPS auto-includes SECOND REQUEST on followup; a mailed followup with deadline extension must provide 10 calendar days when required.documented_policy2026-10-085R121_E016data_productSSI N20 Manager Approval Audit RecordTitle XVI / Payment ControlRecords approving manager name/title, date, payment month and followup documentation before N20 suspension.documented_policy2026-10-085R121_E017processSSI N20 Suspension Payment Status InputTitle XVI / Payment ControlN20 approved suspension entered on CCE Payment Status page or 1719B in non-CCE cases, subject to Goldberg/Kelly notice controls.documented_policy2026-10-085R121_E018formSSI Undeliverable Mail Appeal-Rights Cover LetterTitle XVI / Address / AppealsUndeliverable Cover Letter re-mailed with SSI notice involving appeal rights; receipt can restart appeal period as the notice indicates.documented_policy2026-10-085R121_E019business_ruleTitle XVI Returned-Mail N20 Versus S06 Decision ControlTitle XVI / Due ProcessReturned notices must trigger location development; inability to locate claimant is not the same as failure to respond to a correctly delivered notice.documented_policy2026-10-085R121_E020processSSI Undeliverable Request Reissue with New DateTitle XVI / NoticesRequests for information, appointments and protective-filing closeouts are retyped and remailed with current date after new address obtained.documented_policy2026-10-085R121_E021business_ruleTitle II Seven-Year Undeliverable-Mail Death PresumptionTitle II / Address / DeathFor an adult non-disabled Title II beneficiary with at least seven years continuous suspension after unsuccessful contact, presume death unless evidence rebuts; not a direct Numident death report.documented_policy2026-10-085R121_E022data_elementMBR Undeliverable-Mail Special Message Audit TrailTitle II / Address ProvenanceMBR Special Message annotated with address-development efforts, outcomes and subsequent long-suspension presumption; prior messages must not be deleted.documented_policy2026-10-085R121_E023processContinuing Disability Review Whereabouts Unknown Address SearchDisability / Identity / AddressFO reviews MBR/SSR and contacts payee/auxiliaries before requiring SSA-L2001 USPS request, with rules for skipped mail if USPS already reports no forwarding address.documented_policy2026-10-085R121_E024formAccessible Special Notice Option Undeliverable Mail Cover LetterNotices / AccessibilitySNO-specific undeliverable cover letter in DPS/Aurora replaces standard cover letter for notices in Braille, audio, data CD or large print.documented_policy2026-10-085R121_E025business_ruleUndeliverable Accessible Media Shredding ControlNotices / AccessibilityBraille, CD, or large-print returned item is shredded when no remailing is required under policy.documented_policy2026-10-085R121_E026formSSA e2960 USA/RO 3 Romania Claims and Liaison eFormSSA e2960 USA/RO 3International / TotalizationDigital U.S.-Romania transmittal, request and certification form completed by IBP and Naples FBU via TDCP.documented_policy2026-10-085R121_E027data_elementRomania Totalization eForm Claimant Contact AddressPerson / Address / InternationalClaimant-reported full address and phone on SSA e2960 USA/RO 3 for bilateral processing, not evidence of MBR/Numident address update.documented_policy2026-10-085R121_E028data_elementRomania Totalization Birth Registration NumberPerson / External IdentifiersRomanian birth registration number on bilateral claims form; when unavailable, name, DOB, and place-of-birth identifiers provided instead.documented_policy2026-10-085R121_E029data_elementRomania Totalization Individual Evidence Certification FlagsPerson / Identity / InternationalForm certification checks if DOB, death, marriage, divorce, birth country and citizenship have proof on MBR, Numident or prior U.S. award; unverified facts are not certified.documented_policy2026-10-085R121_E030data_productRomania Totalization Medical Evidence and Insurance Period PackageInternational / Disability / EarningsClaims packet may provide U.S. earnings certificate, applications, medical evidence, and requests for Romanian insurance periods or medical evidence.documented_policy2026-10-085R121_E031processDDS Emergency-Clause Disability Jurisdiction TransferDisability / Workload / GovernanceTemporary SSA-DDS agreement can route eligible DDS cases, reconsiderations or CDRs to ODO FDU or PSC DCR during state backlog.documented_policy2026-10-085R121_E032governance_controlDDS Emergency-Clause Temporary Jurisdiction AgreementDisability / GovernanceState temporary agreement with SSA specifies effective period, workload and permissible temporary routing to federal disability review components.documented_policy2026-10-085R121_E033data_elementSSA-831 Emergency-Clause Case RemarkDisability / RoutingPaper disability case receives Emergency Clause case marker and named DDS in SSA-831 remarks; electronic cases go through EDCS.documented_policy2026-10-085R121_E034business_ruleRailroad Disability Foreign-Address Jurisdiction OverrideDisability / International / AddressWhen a dual-eligibility railroad-related disability claimant has foreign address, route case to Office of International Operations V22 ahead of ordinary DCR V32 jurisdiction.documented_policy2026-10-085R121_E035queryRailroad Survivor Jurisdiction DRAMS QueryDRAMSTitle II / Railroad / External ExchangeDRAMS query accessed through Query Master or SSA Main Menu to identify whether RRB or SSA has survivor claim jurisdiction.documented_policy2026-10-085R121_E036business_ruleRailroad Disability Case Review V32 Routing RuleDisability / RailroadCareer railroad and specified RR disability survivor cases sent to DCR V32; general DDS lacks jurisdiction.documented_policy2026-10-085R121_E037screenRailroad Earnings Data DRRE ScreenDRRETitle II / Earnings / RailroadMCS earnings computation screen shows railroad service months by 1937- and post-1995 definitions for DCR insured-status routing.documented_policy2026-10-085R121_E038data_elementiSNO Follow-Up Telephone Confirmation ContactAccessibility / Person / ContactiSNO records phone number when person chooses standard mail plus follow-up phone call within five business days.documented_policy2026-10-085R121_E039business_ruleiSNO Three-Record Identity Authentication AcceptancePerson / Identity / Customer ServiceiSNO compares supplied identity data against MBR, SSR and Numident; mismatch requiring staff correction does not itself update all records.documented_policy2026-10-085R121_E040screenIRCS QPID Incentive-Payee Address QueryQPIDPrisoner Reporting / AddressesIncentive Payment Identification Query screen displays incentive payment data, facility address and contact information, checked when SSA-L4020 returned.documented_policy2026-10-085R121_E041processPrisoner Incentive Recoupment Returned-Notice Address VerificationProgram Integrity / Debt / PostalFor returned SSA-L4020, staff review IRCS QPID, USPS forwarding and facility contact to verify correct institutional address and remail.documented_policy2026-10-085R121_E042business_ruleABLE Disability Onset Before Age 46 Eligibility Rule Effective 2026Title XVI / Resources / DisabilityBeginning Jan 1 2026, eligible ABLE account disability onset age threshold becomes before age 46 instead of before age 26.documented_policy2026-10-085R121_E043processOverpayment Waiver Personal Conference Returned Notice ControlDebt / Due Process / AddressIf waiver personal conference notice is returned, locate and remail if address found; if not, document efforts on DMS Title II remarks or Title XVI report of contact.documented_policy2026-10-085R122_E001data_classificationSSI IRS 1099 Resource Indicator ClassificationTitle XVI / IRS / Program IntegrityThe SSI IRS match classifies financial-institution and other tax-information transactions as resource or income-and-resource indicators; classification alone does not verify resources or beneficiary address.documented_2017_policy2026-10-0852017 POMS threshold and selection rules may differ from current production.R122_E002data_classificationSSI IRS 1099 Income-Only Indicator ClassificationTitle XVI / IRS / Program IntegritySSI IRS interface separately classifies indicators requiring income-only development; not an address verification or direct SSR income update.documented_2017_policy2026-10-085R122_E003ruleSSI IRS Alert Thresholds by Household Status (2017 Policy)Title XVI / IRS / Program Integrity2017 POMS: individual resource indicator >=$61, couple >=$101, and income indicator >=$1,001 establish controlled alerts, subject to prior-year exception rules and case review.documented_2017_policy2026-10-085R122_E004ruleSSI IRS Prior-Year Resource Alert Suppression Conditions (2017)Title XVI / IRS / Program Integrity2017 POMS suppresses some repeated 5B diary triggers when annual resource-indicator difference is within $10, or current band $61-$70 individual/$101-$110 couple falls from prior year; technicians may still develop material information.documented_2017_policy2026-10-085R122_E005business_processSSI IRS Match Release and Selection Schedule (2017)Title XVI / IRS / Program Integrity2017 POMS lists October, March, and June selection groups with corresponding November, May, and July alert availability in the SSI redetermination applications.documented_2017_policy2026-10-085R122_E006governance_documentPrisoner Incentive Payment MOU Reporting AgreementIPMOUPrisoner Reporting / Interagency AgreementsSSA Prisoner Incentive Payment MOU identifies the reporting agency or authority empowered to request official institutional payment-notice mailing-address changes.documented_current_policy2026-10-085Agreements are institutional; not personal beneficiary address authority.R122_E007repository_viewOnline Retrieval System PRISONERS Incentive Notice FolderPrisoner Reporting / CorrespondenceORS PRISONERS folder holds copies of monthly institution-specific prisoner incentive-payment notices for authorized retrieval by facility identifier.documented_current_policy2026-10-085R122_E008user_interfaceIRCS Facility ID Numbers Assigned to Reporter Query (QRI2)QRI2Prisoner Reporting / IdentityThe IRCS QRI2 reporter query supplies facility identifiers used to locate incentive-payment notices in ORS.documented_current_policy2026-10-085No unsupported underlying database technology.R122_E009correspondence_productMonthly Institutional Prisoner Incentive Payment NoticePrisoner Reporting / PaymentsMonthly electronic-funds-transfer incentive-payment notice names institution and includes payment amount, payment date, count of suspended persons and minimal identifying information.documented_current_policy2026-10-085R122_E010controlIPMOU Signatory Institutional Notice Address AuthorizationAddress Provenance / InstitutionalUnder April 2026 POMS only institution/agency or authority that signed IPMOU can authorize incentive-payment notice mailing-address update; request forwarded to Field Operations Prisoner Coordinator.documented_current_policy2026-10-085R122_E011business_processInstitutional Incentive-Payment Dispute Investigation and ReferralPrisoner Reporting / Program IntegrityFO compares disputed incentive notice with IRCS/PUPS data and provided banking evidence; if unresolved, routes to Field Operations Prisoner Coordinator and possibly Central Office.documented_current_policy2026-10-085R122_E012business_ruleTreasury Institutional Incentive-Payment Offset ExceptionPayments / Treasury / PrisonerA prison incentive EFT deposit may be reduced by Treasury offset for the institution debt; amount received need not equal the payment amount SSA authorized.documented_current_policy2026-10-085R122_E013actuarial_process2026 OASDI Five-Thousand-Path Stochastic Projection RunActuarial / Model Execution2026 Trustees Appendix VI.E reports 5,000 independently simulated outcome paths with random year-to-year error terms and simulation-specific expected mean variation.published_model_methodology2026-10-085Logical actuarial modeling process, not proof of deployed software product.R122_E014data_domain2026 OASDI Stochastic Demographic Input VariablesActuarial / Demographic ModelingVariables allowed to vary stochastically: fertility, mortality changes, lawful permanent resident arrivals, other immigration, status adjustment, and legal emigration.published_model_input2026-10-085R122_E015data_domain2026 OASDI Stochastic Economic Input VariablesActuarial / Economic ModelingStochastic variables include consumer-price changes, changes in real average wages, unemployment rates, and trust fund real yields.published_model_input2026-10-085R122_E016data_domain2026 OASDI Stochastic Disability Input VariablesActuarial / Disability ModelingDisabled-worker incidence and recovery rates vary in the 2026 stochastic projections.published_model_input2026-10-085R122_E017model_component2026 Stochastic Model Random Error and Parameter-Mean TermsActuarial / Model ExecutionEach equation assigns annual random error and simulation-specific mean-level variation, which permits parameter uncertainty around expected central tendency.published_model_methodology2026-10-085R122_E018published_data_product2026 Trustees Stochastic Cost-Rate Percentile OutputActuarial / PublicationsAppendix VI.E figure VI.E1 publishes annual OASDI cost-rate median with 80-percent and 95-percent simulated bands; percentile time series do not trace one simulation.published_20262026-10-085R122_E019published_data_product2026 Trustees Stochastic Trust-Fund Ratio Percentile OutputActuarial / PublicationsAppendix VI.E figure VI.E2 reports projected trust-fund ratio median and 80-percent/95-percent simulated ranges, including a 2032-2039 95-percent depletion-year range.published_20262026-10-085R122_E020published_data_product2026 Trustees Table VI.E1 Scenario-Stochastic ComparisonActuarial / PublicationsTable VI.E1 compares intermediate, low-cost, high-cost scenario estimates with stochastic medians and 80-percent/95-percent ranges for actuarial balance, unfunded obligation, depletion, and year-75 costs.published_20262026-10-085R122_E021model_assumption2026 Trustees Stochastic Projection Variable-Scope LimitationsActuarial / Model GovernanceTrustees warn that labor-force participation, retirement, marriage and divorce are not among variables allowed to vary randomly in this stochastic model, so ranges may understate some uncertainty.published_20262026-10-085R122_E022data_domainALJ/PAMC Complaint-Derived Claimant Identity FieldsHearings / Privacy / Person NexusALJ/PAMC retains claimant name, SSN, date of birth, address and other information only if provided in an ALJ-bias or misconduct complaint and relevant to its review.documented_2025_pia2026-10-085R122_E023data_domainALJ/PAMC Judicial Complaint Tracking IdentifiersHearings / AccountabilityALJ/PAMC system retains ALJ name, assigned number, tracking and control log identifiers and case-review correspondence to investigate complaints.documented_2025_pia2026-10-085R122_E024business_processALJ/PAMC Misconduct Pattern Review FunctionHearings / Quality / Program IntegrityALJ/PAMC uses complaint analyses and investigation outcomes to identify patterns of improper ALJ behavior for review and action.documented_2025_pia2026-10-085R122_E025legal_controlALJ/PAMC Federal Tax Return Information Disclosure GateHearings / PrivacyALJ/PAMC PIA bars disclosure of IRC section 6103 return information absent applicable statutory, IRS, or regulatory authorization.documented_2025_pia2026-10-085R122_E026research_data_productFunctional Assessment Calibration Claimant Contact ExtractDisability / Research / AddressSSA ODP through NIH and BU-HDRI supplies Westat a study-specific extract of claimant name, age, sex, address, SSN, email and alleged impairment to recruit selected individuals.documented_2025_pia2026-10-085Historical study-specific identity data; not a new enterprise Person repository.R122_E027research_data_productFunctional Assessment Study Health-Provider Contact DetailsDisability / Research / AddressClaimant supplies study contractor names, addresses and phone numbers of primary and secondary treating providers for research invitation and provider survey.documented_2025_pia2026-10-085R122_E028research_instrumentFunctional Assessment CAT Physical Demands and Interpersonal QuestionsDisability / ResearchQuestion domains developed by Boston University Health and Disability Research Institute and calibrated from participant responses; not a deployed adjudicative decision engine.documented_2025_pia2026-10-085R122_E029research_data_productFunctional Assessment De-Identified Calibration Analysis DatasetDisability / Research / GovernanceWestat shares collected study participant functional information with Boston University Health and Disability Research Institute in non-identifiable form for statistical CAT calibration.documented_2025_pia2026-10-085R122_E030verification_controlTNEV Employer EIN Matching Against SSA Earnings RecordsIdentity / Earnings / External Requests2025 PIA says automated employer telephone SSN verification checks supplied employer EIN against Earnings Recording and Self-Employment Income System, 60-0059.documented_2025_pia2026-10-085R122_E031retention_controlTNEV Call-End Disposal of Spoken Identity and Employer DataIdentity / Privacy / TelephonyThe 2025 PIA states telephone verification application does not retain spoken caller or employee identity details; vendor-transmitted call data are dropped when call ends.documented_2025_pia2026-10-085R122_E032restricted_exchange_productFull SSA Death Information File Including State Death ReportsDeath / Data Exchange / GovernanceFull SSA death file includes state-source deaths and is available only to authorized government counterparties under section 205(r), not unrestricted public distribution.documented_official_exchange2026-10-085Logical release variant; no inference that separate physical source database exists.R122_E033public_exchange_productLimited Access Public Death Master File Excluding State Death ReportsDeath / Data ExchangeSSA supplies NTIS public DMF excluding state death records; this differs from government full death information distribution.documented_official_exchange2026-10-085Logical disclosure product derived from SSA death information, not a distinct physical master repository.R122_E034oversight_finding2026 OIG Incorrect-Death-Removal Documentation FindingsIdentity / Numident / AuditJuly 2026 OIG report found technicians failed to document initial incorrect death or removal reasons in 45% of sampled cases, impeding cause and trend investigation.published_2026_audit2026-10-085Sampling finding not whole-population estimate.R123_E001unidentified_databaseUnidentified Online Change-of-Address Transaction DatabaseTitle II / Address ProvenanceSSA public documentation says online change-of-address transactions are sent to an unnamed database before updating MBR. Its product, schema, hosting, data retention, transaction mechanism, and physical separation from other systems are not identified.documented_unidentified_implementation2026-10-085Logical placeholder for an explicitly reported but unnamed database, not asserted separate physical installation.R123_E002business_ruleInternet Change-of-Address US and Territory Address Eligibility RuleTitle II / Address ProvenanceSSA limits online changes to persons living in and moving to the 50 states, DC, Puerto Rico, US Virgin Islands, Guam, Northern Mariana Islands, or American Samoa; SSI-only and foreign/APO/FPO cases are excluded.documented_current_public_service2026-10-085R123_E003business_ruleInternet Change-of-Address Self-Submission RestrictionTitle II / Digital IdentitySSA says only the beneficiary may submit an online address change to their own account; this does not establish the technology used to authenticate that user.documented_current_public_service2026-10-085R123_E004public_csv_datasetInternet Change-of-Address Fiscal Year 2016 Onward Monthly CSVPublic Data / Address TransactionsSSA publishes monthly counts of Internet Change of Address transactions for FY2016 onward in a CSV product, not a record of individual addresses.published_current2026-10-085R123_E005public_csv_datasetInternet Change-of-Address FY2016 53rd Workweek CSVPublic Data / Address TransactionsSSA publishes the extra 53rd reporting-week transaction counts for FY2016 as a separate online-address-change CSV.published_historical2026-10-085R123_E006public_csv_datasetInternet Change-of-Address FY2008-2015 Historical CSVPublic Data / Address TransactionsSSA provides the older FY2008-FY2015 Internet Change of Address monthly transaction counts as a separate CSV.published_historical2026-10-085R123_E007statistical_extract2026 SSI Current Program Participation Complete SSR ExtractTitle XVI / Actuarial / StatisticalThe 2026 SSI annual report uses a 100 percent extract of SSR to summarize December 2025 contemporaneous program participation, not a live interface to external programs.2026_statistical_method2026-10-085R123_E008statistical_extract2026 SSI Prior Program Participation Ten-Percent SSR ExtractTitle XVI / Actuarial / StatisticalThe 2026 SSI report uses a 10 percent extract of SSR to summarize prior participation in selected assistance programs; this is distinct from the current complete extract.2026_statistical_method2026-10-085R123_E009statistical_process2026 SSI Interprogram Participation Statistical CompilationTitle XVI / Actuarial / StatisticalStatistical compilation integrates distinct current and prior participation SSR extracts into published SSI cross-program participation percentages.2026_report_process2026-10-085R123_E010statistical_table2026 SSI Annual Report Table V.F1 Program ParticipationActuarial / SSI / Published ProductsDecember 2025 SSI federally administered recipient participation percentages by age and category, including OASDI, VA disability, TANF/AFDC history and interim assistance reimbursement history.published_20262026-10-085R123_E011historical_subsystemTitle II Telephone Applications Subsystem (2017)Title II / Telephone Service2017 Title II PIA groups telephone services for benefit verification letters and replacement form requests; not proof of unchanged 2026 deployment.documented_2017_current_status_unverified2017-07-205R123_E012historical_applicationiBEVE Telephone Benefit Verification Letter Service (2017)Title II / Telephone Service2017 SSA Title II PIA explicitly names iBEVE for telephone requests for proof-of-income letters.documented_2017_current_status_unverified2017-07-205R123_E013historical_customer_service_channelCustomer Engagement Tools Dynamic Help Channel (2017)Digital Service / Contact CenterDynamic Help listed within 2017 Title II Customer Engagement Tools; no current vendor or product inferred.historical_documentation_only2017-07-205R123_E014historical_customer_service_channelCustomer Engagement Tools Click to Callback Channel (2017)Digital Service / Contact CenterClick to Callback listed within 2017 Title II Customer Engagement Tools.historical_documentation_only2017-07-205R123_E015historical_customer_service_channelCustomer Engagement Tools Click to Chat Channel (2017)Digital Service / Contact CenterClick to Chat listed within 2017 Title II Customer Engagement Tools.historical_documentation_only2017-07-205R123_E016historical_customer_service_channelCustomer Engagement Tools Message Center Channel (2017)Digital Service / Contact Center2017 PIA lists CET Message Center; not identified as physically identical to later my Social Security Message Center.historical_documentation_only2017-07-205R123_E017historical_subsystemTitle II Processing Systems Subsystem (2017)Title II / Historical 2017 PIA Boundary2017 grouping for special/critical payment, earnings/employment, claims, customer service, prisoner and railroad processing functions.2017_taxonomy_unconfirmed_today2017-07-205R123_E018historical_subsystemTitle II Medicare Services Subsystem (2017)Title II / Historical 2017 PIA Boundary2017 grouping for Medicare enrollments, queries, subsidies, awards and calculations.2017_taxonomy_unconfirmed_today2017-07-205R123_E019historical_subsystemTitle II Notice Services Subsystem (2017)Title II / Historical 2017 PIA Boundary2017 grouping for benefit communications and employee status notifications.2017_taxonomy_unconfirmed_today2017-07-205R123_E020historical_subsystemTitle II Claims Services Subsystem (2017)Title II / Historical 2017 PIA Boundary2017 grouping for claims information, post-entitlement adjustments and updates.2017_taxonomy_unconfirmed_today2017-07-205R123_E021historical_subsystemTitle II Accounting Services Subsystem (2017)Title II / Historical 2017 PIA Boundary2017 grouping for reports to Congress, international payments, and statutory financial assistance processes.2017_taxonomy_unconfirmed_today2017-07-205R123_E022research_assessment_instrumentWork Disability Functional Assessment Battery Research InstrumentDisability / ResearchRespondent self-report functional assessment developed with NIH and Boston University; explored for medical CDR feasibility. Research instrument, not an SSA adjudication production system.research_instrument_study_complete_20232026-10-085R123_E023research_instrument_componentWD-FAB Item Response Theory Question BankDisability / ResearchWD-FAB item bank contains over 300 questions and uses Item Response Theory for selecting assessment questions.research_methodology_documented2026-10-085R123_E024research_methodWD-FAB Computer Adaptive Testing SelectionDisability / ResearchComputer adaptive testing chooses respondent-specific questions from WD-FAB item bank across eight functioning domains.research_methodology_documented2026-10-085R123_E025research_data_collectionWD-FAB Two-Wave Medical CDR Survey (2023)Disability / ResearchWestat administered two waves of functional-assessment and related survey questions to medical CDR beneficiaries six months apart; collection ended August 2023.completed_august_20232026-10-085R123_E026research_analysisNIH Clinical Center WD-FAB Functional Assessment AnalysisDisability / ResearchNIH Clinical Center rehabilitation researchers analyzed study responses under interagency arrangement for feasibility of applying WD-FAB to medical CDR procedures.completed_research_analysis2026-10-085R123_E027research_publicationWD-FAB Research Study Final ReportDisability / Research Data ProductsSSA lists a final WD-FAB research study report; this documents research outputs, not clinical decision automation in DDS.published_research_report2026-10-085R123_E028research_demonstrationSupported Employment Demonstration (2016-2022)Disability / Employment ResearchSSA Westat mixed-methods randomized demonstration; 2944 enrollees in 30 locations across 20 states; recruitment 2017-2019, participant activity ended March 2022.historical_demonstration_completed_20222026-10-085R123_E029research_datasetSED Baseline and Quarterly Research Interview DatasetDisability / Research DataSED baseline and 12 quarterly participant interviews measuring services, health, employment, income and related outcomes.historical_research_data2026-10-085R123_E030administrative_research_extractSED Historical SSA Disability Claim and Payment Outcome Research ExtractDisability / Research DataSSA administrative records of claims, appeals, allowance, denials and payment outcomes integrated into SED analyses; this does not establish direct access to underlying master files.historical_research_extract2026-10-085R123_E031research_public_use_datasetSupported Employment Demonstration Public-Use FileDisability / Research PublicationsDeidentified analytic file for 2,944 SED participants combining longitudinal surveys and selected SSA administrative outcomes, published for research use in multiple formats.published_20232026-10-085R123_E032research_disclosure_controlSED Public-Use Privacy Transformation ProcessDisability / Privacy / ResearchSSA public-use release removed direct identifiers, geography/site information, identifying free-text fields, and some rare attributes and coarsened selected variables.documented_publication_governance2026-10-085R123_E033research_release_approval_processSED Program Data Disclosure Review Board Review (2023)Disability / Privacy / ResearchSSA privacy disclosure review process approved release of SED public-use data on May 10 2023 after review of reidentification risks.completed_20232023-05-105R123_E034published_csv_datasetSED Public Use Data CSV DistributionDisability / Research Data ProductsCSV distribution of SSA Supported Employment Demonstration Public Use File, as one of the published file formats.published_public_use2026-10-085R123_E035published_sas_datasetSED Public Use Data SAS DistributionDisability / Research Data ProductsSAS distribution of the same SED public-use data; no independent database inferred.published_public_use2026-10-085R123_E036federal_statutory_requirementSHARE IT Act Custom Code Repository and Ownership RequirementAcquisition / Software Governance2024 Act directs agencies to own their custom code and hold it in at least one public or private repository accessible to federal employees; does not identify any SSA production code repository.law_enacted_2024_not_deployment_evidence2026-10-085R123_E037federal_statutory_requirementSHARE IT Act Custom Software Metadata Publication RequirementEnterprise Architecture / MetadataFederal statute requires publication of metadata for new agency custom-developed code subject to statutory exceptions; does not establish SSA published such metadata.law_enacted_2024_not_deployment_evidence2026-10-085R123_E038federal_statutory_requirementSHARE IT Act Custom Code Government-Wide Reuse RightsProcurement / Software RightsCustom software contracts must secure enough rights for governmentwide access, reuse, sharing and modification.law_enacted_2024_not_deployment_evidence2026-10-085R123_E039federal_statutory_requirementSHARE IT Act Agency Custom Code Governance PolicyEnterprise IT / Acquisition GovernanceRequires agency CIOs to develop policy on version control, code-sharing, and metadata with Chief Acquisition Officer coordination.law_enacted_2024_not_deployment_evidence2026-10-085R123_E040document_certification_processSouthwest Region National Records Center Folder Certification Request WorkflowRecords Management / Public RequestsDallas-area SSA regional supplement directs most field office requests for certified SSA records through the National Records Center folder certification request process; limited to documented region.regional_policy_documented_20252025-01-305R123_E041internal_request_portalNational Records Center Folder Certification Request SiteRecords Management / Public RequestsSSA regional POMS refers to a National Records Center Folder Certification Request Site for certified records requests; URL, vendor, technology and current operational deployment unverified.referenced_in_2025_regional_policy2025-01-305R123_E042records_disclosure_controlOEIO Exclusive Certification of Tax Return and Earnings RecordsEarnings / Legal RecordsRegional POMS says only SSA Office of Earnings and International Operations certifies earnings records and tax return information (including SEQ and DEQ).regional_instruction_documented2025-01-305R124_E001data_productIRS Form 1099-R Pension and Annuity Return Data in SSI MatchingSSI / IRSPension interface uses SSNs on IRS Form 1099-R and income or retirement-account indicators for comparison with SSR; no individual address propagation established.historically_documented_data_source2026-10-085R124_E002business_ruleSSI 5H Pension Alert Historical $12 Variance CriterionSSI / Program Integrity2017 SI 02310.052 posts 5H when pension amount reported to IRS exceeds the comparable SSR unearned-income category by at least $12 for cases eligible from January of the tax year; subsequent cases use a no-entry criterion.historical_rule_current_setting_unverified2026-10-085Do not treat the 2017 $12 figure as a verified 2026 configuration.R124_E003workload_scheduleSSI 5B 5H IRS Alert Release Calendar (October February June)SSI / IRS2026 POMS SI 02305.017 lists 5B releases in October, February and June, and 5H with 5B workloads; 2017 SI 02310.045 lists a different IRS information-availability schedule.documented_operational_rule2026-10-085A schedule conflict exists across source revision dates; batch availability and workload release need not be identical.R124_E004query_screenSUMS MCAS MI Central SSN IRS SSID Workload QuerySSI / IRSPOMS identifies SSN/IRS/SSID Query Screen under Workload Listing for RZs and LIs to retrieve IRS interface alert information.documented_operational_rule2026-10-085R124_E005work_controlSSI Continuing Type F Income Limited-Issue SelectionSSI / WorkloadsMonthly limited-issue releases for continuing Type F TANF/Title IV-E foster care income are identified with CRZD selection indicator F and no SSR diary.documented_operational_rule2026-10-085R124_E006work_controlSSI Annual NESE Limited-Issue April SelectionSSI / EarningsSSI cases needing prior-year net earnings from self-employment development appear as April limited issues with CRZD selection indicator C; no identifying SSR diary.documented_operational_rule2026-10-085R124_E007work_controlSSI Manual Goldberg Kelly Payment Continuation Limited IssueSSI / AppealsManual Goldberg/Kelly continuation cases require an LI in November, December or January to check appeals and benefit amounts; CRZD selection indicator G and K1 SSR diary.documented_operational_rule2026-10-085R124_E008work_controlSSI Goldberg Kelly K1 Appeal Continuation DiarySSI / AppealsSSI POMS identifies K1 diary on SSR for certain manually continued benefits pending appeal.documented_operational_rule2026-10-085R124_E009historical_work_controlSSI D6 Death Diary Previously Triggering RedeterminationSSI / DeathD6 death diary no longer generates RZ or LI effective October 2005; included as historical status clarification, not a 2026 active control.discontinued_20052026-10-085R124_E010business_processManual SSI Deemed-Income Annual October Workload ReleaseSSI / WorkloadsManual deemed-income cases appear on a separate October read-only listing, not in MI Central and without SSR diary, for field-office COLA-related manual computations.documented_operational_rule2026-10-085R124_E011business_processSSI RZ Recipient-Alleged Address Versus SSR ReconciliationSSI / Address ProvenanceAt redetermination ask recipient to state current residence address; compare against SSR and develop unreported moves or temporary absences instead of silently accepting an unmatched address.documented_operational_rule2026-10-085R124_E012business_processSSI Unreported Move Date and Living-Arrangement DevelopmentSSI / Address ProvenanceFor unreported residence change, record new residence, dates of move, potential LA/ISM breakpoints and state supplement/Medicaid residence issues.documented_operational_rule2026-10-085R124_E013business_processSSI Temporary Absence Development for Unchanged SSR ResidenceSSI / Address ProvenanceWhere allegation and SSR mismatch but no unreported move occurred, follow temporary-absence development; not a verified change-of-address update.documented_operational_rule2026-10-085R124_E014work_controlSSI Living Arrangement Breakpoint Iteration for Address ChangeSSI / Living ArrangementsSSI Claims System requires separate living-arrangement iteration for relevant change-of-address breakpoint when developing LA/ISM.documented_operational_rule2026-10-085R124_E015business_processSSI State Supplement and Medicaid Residence ReviewSSI / Address ProvenanceDocument residence changes for Medicaid and State supplementary payment treatment using appropriate regional instructions.documented_operational_rule2026-10-085R124_E016work_controlSSI Future Foreign-Travel Month-Before Field Office DiarySSI / ResidenceDuring redetermination, set an FO diary for month before reported future foreign travel; source documents development of absences not change-of-address data propagation.documented_operational_rule2026-10-085R124_E017data_elementSSI Type-of-Residence Residential Versus Commercial Room IndicatorSSI / Living Arrangements2026 redetermination instructions require COMM or RES when a recipient resides in a room and record it on Residence Address and Jurisdiction page.documented_operational_rule2026-10-085R124_E018data_elementSSI Recipient-Spouse Different Residence IndicatorSSI / Living Arrangements2026 type-of-residence instructions require REC or spouse annotation for different residences of eligible couple members.documented_operational_rule2026-10-085R124_E019business_processSSI Household New Member Protective Filing AssessmentSSI / Person NexusDuring household composition review, consider whether person who moved in has a protective filing because they are age 65, blind or disabled.documented_operational_rule2026-10-085R124_E020user_interfaceSSI Claims Household Expenses and Contributions PageSSI / Living ArrangementsFor redetermination household-composition changes, SSA instructs staff to document material information on Household Expenses and Contributions page MS 08110.013.documented_operational_rule2026-10-085R124_E021user_interfaceSSI Claims Non-Institutional Care PageSSI / Living ArrangementsResidence type Non-Institutional care activates SSI Claims Non-Institutional Care page; agency placement and payment information are documented.documented_operational_rule2026-10-085R124_E022data_domainNon-Institutional Care Placing Agency and ISM Source Contact InformationSSI / Address ProvenanceSSI case may record placing agency information and caregiver name/address as source of in-kind support and maintenance, not as beneficiary mailing address.documented_operational_rule2026-10-085R124_E023business_ruleAFI Nonresponse 15-Day Alternative-Evidence TriggerSSI / Financial DataCurrent policy allows alternate FI evidence after an FI fails to respond within 15 days to eAFI or e4641 request.documented_operational_rule2026-10-085R124_E024business_ruleForeign FI Account Without Domestic Sister Branch Verification ExceptionSSI / Financial DataFor foreign FI accounts without a domestic sister branch, bank records are accepted under source-specific limits rather than asserting all AFI queries cover foreign institutions.documented_operational_rule2026-10-085R124_E025evidence_routeClaimant Upload Documents Bank Statement and Transaction HistorySSI / EvidenceSSA permits downloaded bank statements and transaction histories supplied through Upload Documents as alternative FI evidence; verification content may need whole-period coverage.documented_operational_rule2026-10-085R124_E026business_processSSI First-of-Month FI Balance Reconstruction from TransactionsSSI / Financial DataSSA permits deriving FOM balance from preceding month-end or sufficient transaction-level statements, with justified deductions/exclusions; not every reported bank balance is countable.documented_operational_rule2026-10-085R124_E027business_processAFI Delayed Reply After SSI Adjudication Post-Eligibility HandlingSSI / Financial DataAlternative evidence can support adjudication while AFI verification remains pending; later electronic responses must be developed post-adjudicatively.documented_operational_rule2026-10-085R124_E028modernization_event_dataSSI All-Award Financial Institution Verification Expansion May 2026SSI / Program IntegrityMay 4 2026 mandatory AFI for all initial SSI allowances, reopenings and appeal reversals establishing initial eligibility, including blindness and disability, per official emergency message.effective_2026_05_042026-10-085R124_E029governance_processeCBSV 2025 Performance Measurement TargetsIdentity / GovernanceGAO records December 2025 established performance metrics for eCBSV uptime, response time, incident response time and enrollment processing plus goals for volumes, enrollment and cost.documented_operational_rule2026-10-085R124_E030planned_policy_changeeCBSV Non-Permitted Entity Access Expansion Plan (2026)Identity / GovernanceGAO states SSA supplied January 2026 plan to expand to non-permitted entities by June 2026; SSA public eligibility page still describes permitted-entity restrictions; plan is not proof of deployment.plan_reported_deployment_unverified2026-10-085R124_E031fee_scheduleeCBSV April 2025 Annual Transaction-Tier Subscription Fee ScheduleIdentity / Financial AdministrationSSA publishes volume-based annual subscription tiers effective April 7 2025; payment and access reflect tier limits rather than per-beneficiary identity records.documented_operational_rule2026-10-085R124_E032business_ruleeCBSV Valid Agreement and Annual Tier Limit EnforcementIdentity / Data ExchangeSSA eCBSV technical/enrollment guidance says a transaction beyond annual tier and without a current agreement is not processed; verification requires authentication and authorization.documented_operational_rule2026-10-085R125_E001business_rulePIE Reconsideration Authorization Interruption and Reinstatement GateTitle XVI / External EarningsWhen a timely reconsideration follows the month of an SSI denial, automated authorization can lapse; staff restore still-valid consent without obtaining a new signature in the documented circumstances.documented_2026_policy2026-10-085Not all appeals maintain feed coverage; gaps require other wage evidence.R125_E002business_processPIE Authorized Prior-Month Payroll Retrieval WindowTitle XVI / Earnings ExchangeAt the beginning of each month SSA requests the prior month of employer wages only from participating payroll providers when individual authorization is active; WEI accumulates information while consent is active.documented_2026_policy2026-10-085R125_E003business_processWEI Wage Repository IMAIN Technician LookupTitle XVI / Wage VerificationAuthorized employees access payroll-provider wage information in the WEI repository using IMAIN search criteria; no physical platform or database product identified.documented_2026_policy2026-10-085R125_E004business_rulePIE Employer EIN Match Gate for Automatic SSI Wage PostingTitle XVI / EarningsPIE matches payroll-provider EIN to SSI Claims Wages-page EIN and conditionally posts wages through SSI claims to SSR before Goldberg-Kelly cutoff.documented_2026_policy2026-10-085R125_E005notice_processPIE Employer-Specific Reduced or Resumed Wage Reporting NoticeTitle XVI / EarningsAutomated notices alter wage reporting responsibilities for a participating employer, and the resumption notice follows three months without a provider wage feed.documented_2026_policy2026-10-085R125_E006user_interfaceCCE Payroll Data Provider Disposition Development Documentation PageTitle XVI / Claims / EarningsSSA identifies a CCE claims-development page retaining final dispositions of both PDP Pending Wage and PDP Pending Wage Report pages.documented_2026_policy2026-10-085R125_E007business_rulePIE Force-Due or Manual-Deeming Wage ExceptionTitle XVI / EarningsWhen an SSI case is in force-due or manual-deeming conditions, payroll information requires technician review and manual posting rather than unconditional SSR update.documented_2026_policy2026-10-085R125_E008business_processPIE Disclaimed Employment and Wage Rejection DecisionTitle XVI / Program IntegrityThe technician determines whether pending payroll wages belong to the beneficiary, updates or creates employer records as warranted, or rejects the report with documented reasons and related development.documented_2026_policy2026-10-085R125_E009business_ruleOCSE S7 SSI Quarterly Overreported Wage Tolerance RuleTitle XVI / Earnings / Work ControlS7 is an OCSE-to-SSR match where SSR reported wages exceed OCSE wages by at least approximately $250/quarter for a recipient or $500 for a deemor; exact threshold sign and inequalities follow POMS.documented_2026_policy2026-10-085Existing S7 canonical name uses State Wage Match even though current operation compares OCSE state-collected data; do not rewrite historical row.R125_E010business_ruleOCSE S2 SSI Quarterly Underreported Wage Tolerance RuleTitle XVI / Earnings / Work ControlS2 alerts when OCSE wage data exceed SSR wages beyond the documented quarterly tolerance, separate from the S7 overreported-wage direction.documented_2026_policy2026-10-085R125_E011business_ruleSSIDPP Same-Name Same-Birth-Month-Year Candidate RuleTitle XVI / Person IdentityAnnual SSIDPP first selects potentially duplicate SSI recipient records using equal names and birth month/year before human review; the candidate criterion alone does not prove same person.documented_2026_policy2026-10-085R125_E012business_processSSIDPP Field Office Same-Person Record VerificationTitle XVI / Identity / Program IntegrityField office checks other case records and/or contacts individual or representative payee to verify whether two SSI records actually belong to the same person.documented_2026_policy2026-10-085R125_E013business_processSSIDPP Office of Systems to Central Operations to Field Office ReferralTitle XVI / Program IntegrityOffice of Systems transmits selected case materials to Central Operations, which screens and assigns servicing field offices and regional case lists.documented_2026_policy2026-10-085R125_E014retention_controlSSIDPP Different-Person Match Rejection and Case Material DestructionTitle XVI / Privacy / IdentityWhen records selected for apparent duplication actually belong to different people, SSA instructs staff to take no record-correction action and destroy the candidate case material.documented_2026_policy2026-10-085R125_E015identity_attribution_ruleBFS Savings Instrument Named Owner Overrides Displayed SSNTitle XVI / Treasury / PersonOwnership follows the individual names appearing on savings bonds or securities, regardless of the SSN printed on the instrument; an alert is not proof by itself.documented_2026_policy2026-10-085R125_E016business_ruleSSI SB Savings Security Aggregate Value and Two-Match Suppression GateTitle XVI / Resources / Work ControlPE ODS SB alert is controlled by total redemption value at or above $1,000 across individuals on an SSR and is suppressed if alerted in either of prior two matches, per current policy text.documented_2026_policy2026-10-085Source includes historical examples; do not infer low-level scheduling deployment remains unchanged.R125_E017business_processSSI SB Savings Bond Ownership Verification Form PackageTitle XVI / External Financial EvidenceWhere ownership is material and denied, SSA sends a routed SSA-562-U3 with signed SSA-8510 and a redacted savings security alert for BFS verification.documented_2026_policy2026-10-085R125_E018business_ruleSSI SB MSSICS DSAB Versus Non-MSSICS SSR Remarks DispositionTitle XVI / Resources / Data ProvenanceMSSICS uses DSAB and relevant financial pages plus RE21 code; non-MSSICS records use SSR remarks and direct input including payment status where necessary.documented_2026_policy2026-10-085R125_E019business_processSSI E2 Annual COLA Rental Subsidy Reverification ProcessTitle XVI / Residence / Living ArrangementsAnnual COLA processing creates SSI rental subsidy work when existing rental subsidies remain relevant; staff develop current rent and current market rental value and create an annual living-arrangement period.documented_2026_policy2026-10-085R125_E020business_ruleSSI E2 Diary Two-Attempt Thirty-Day Unresponsive-Landlord ControlTitle XVI / Residence / Work ControlAfter two unsuccessful information requests and 30 days, employee documents attempts on a Report of Contact and may clear the E2 diary using UDIA before closing LI/RZ.documented_2026_policy2026-10-085R125_E021historical_external_data_attributeBFS Pre-January-1974 Series E Bond Registration Name-and-Purchase-Address KeyAddress Provenance / TreasuryFor certain older Series E securities BFS historical registration indexes use owner name and address supplied at bond purchase; these are Treasury historical registration addresses, not verified SSA program mailing addresses.historical_source_rule_documented_20262026-10-085POMS describes registration index for older bonds; do not infer SSA persistently ingests addresses from BFS.R125_E022historical_external_data_attributeBFS Post-January-1974 Treasury Savings Security Owner-SSN Registration IndexPerson Identity / TreasuryFor Series E since January 1974 and EE/H/HH savings bonds, POMS describes records indexed by owner or first named joint owner SSN; historic rule not a Numident update.historical_source_rule_documented_20262026-10-085R125_E023business_processIRS Treasury-Interest Alert Security Ownership and Provenance DevelopmentTitle XVI / IRS / TreasuryInterest alert from U.S. Treasury securities requires assessment of issuer, redemption, ownership and historical contact information; financial institution or BFS can verify material disputed items.documented_2026_policy2026-10-085R125_E024data_attributeDMS Debtor Contact Address Attribute under 2018 PIAPayments / Debt / Address Provenance2018 SSA DMS PIA expressly lists debtor name, address and SSN along with debt actions, amounts, collection methods and due-process requests; it does not identify an originating master-record update path.historical_2018_pia2026-10-085Evidence of collection/use by DMS, not evidence of current address quality or update rules.R125_E025security_controlDMS 2018 Need-to-Know Profiles and Audit Transaction ControlDebt / Identity / Governance2018 PIA describes SSA network credential or PIV authentication, system access profiles, need-to-know authorization and sensitive-transaction audit mechanisms.historical_2018_pia2026-10-085R125_E026statistical_data_productMonthly Statistical Snapshot August 2026 Table 1 Unduplicated OASDI-SSI PopulationStatistics / Publication / PersonSeptember 2026 release shows August2026 unduplicated OASDI-only, SSI-only and both program population, sourced to 100-percent MBR and SSR data.published_2026_092026-10-085Publication-level overlap counts do not identify a physical enterprise Person repository or reveal exact join implementation.R125_E027statistical_data_productMonthly Statistical Snapshot August 2026 Table 2 OASDI BenefitsStatistics / Title IISeptember 2026 release provides monthly payment aggregates and recipient categories using 100-percent Master Beneficiary Record data.published_2026_092026-10-085R125_E028statistical_data_productMonthly Statistical Snapshot August 2026 Table 3 SSI RecipientsStatistics / Title XVISeptember 2026 release provides August recipient, payment and age-band aggregates using 100-percent Supplemental Security Record data.published_2026_092026-10-085R125_E029publication_business_ruleMonthly Statistical Snapshot Dual-Entitlement Person Count Suppression RulePerson / Statistical AggregationSSA counts people with primary and secondary benefit entitlements only once in monthly published beneficiary table; this is a statistical dedup rule, not evidence of a persistent Person master database.published_2026_092026-10-085R125_E030identity_data_quality_ruleNumident Documented Original Keying Error Non-Iterative Correction RuleEnumeration / PersonA keying error proved against original SS-5 or qualified partner-origin evidence can use SSNAP Numident Correction Processing without creating another Numident iteration.documented_2026_policy2026-10-085R125_E031identity_lifecycle_ruleNumident Unproven-Keying-Error New Application Iteration RuleEnumeration / PersonWithout original keying-error evidence, documented update requires new SSN application and supporting evidence; appends Numident iteration rather than overwriting original one.documented_2026_policy2026-10-085R125_E032business_processNumident Parent Name Change Conditional Benefit and Payee ReviewPerson / Interrecord UpdateParent name corrections require technician to inquire whether parent is TitleII beneficiary, SSI recipient or payee and, if so, separately review MBR, SSR and RPS records.documented_2026_policy2026-10-085R125_E033procurement_data_productSSA FY2026 Contracting Opportunity Forecast June 2026 WorkbookProcurement / Market IntelligenceOfficial SSA OSDBU FY26 contract forecast linked as June22 2026 XLSM; catalog confirms forecast publication but does not independently validate its rows or any awarded contracts.published_forecast_only2026-10-085Official workbook URL present; browser could not parse binary XLSM. Do not assert awards, future obligations or technical products based on forecast.R126_E001applicationVital Records Request ApplicationVRREvidence Procurement / Internal AdministrationSSA internal application used to submit and track purchases of state and local vital records after February 2026. The source establishes a request form, stages, and centralized documentation but does not identify vendor, hosting, persistence engine, or transport.documented_20262026-10-085R126_E002business_processSSA Centralized Vital Records Purchase Workflow (2026)Evidence Procurement / Vital RecordsField office submits request, SSA Travel Team checks and places orders, custodians return records to the requesting SSA office, which confirms receipt. Applicable where SmartPay purchase card is unavailable.documented_20262026-10-085R126_E003formVital Records Request Submission FormEvidence Procurement / Vital RecordsRequest in Vital Records Request application includes beneficiary or recipient details, record type and purpose, required proof of identification, and vital-record custodian identity and address.documented_20262026-10-085R126_E004data_elementVital Records Request Three-Stage StatusEvidence Procurement / Work ControlVital-record request status exposed to requesting SSA offices: Requested, Ordered, or Received.documented_20262026-10-085R126_E005evidence_artifactVital Records Request Central Supporting DocumentationEvidence Procurement / GovernanceForms, ID evidence, payment documentation, and correspondence centrally held on the Vital Records Request site; retention follows agency records policy, exact schedule unverified.documented_20262026-10-085R126_E006data_elementState Vital-Record Custodian Request Contact AddressAddress Provenance / External PartnersState or local vital-record custodian name and postal address captured as request metadata; not a beneficiary current address.documented_20262026-10-085R126_E007organizational_unitSSA Travel Team (Vital Records Ordering Function)Administrative PaymentsSSA travel/payment function reviews vital-record submissions, places orders, maintains request statuses, and requests receipt confirmation; not evidence of a technology vendor.documented_20262026-10-085R126_E008organizational_unitSSA Internal Control Payment Team (Vital Records Treasury Check Exception)Administrative PaymentsSSA payment team may request Treasury check when card payment and other options are not available; check goes to SSA Travel Team.documented_20262026-10-085R126_E009payment_capabilityGovernment SmartPay Purchase Card Route for SSA Vital RecordsFederal Procurement / EvidencePreferred card-payment route for purchasing vital records where agency personnel have card authority and state record custodians accept payment cards. Not an SSA-specific database.documented_20262026-10-085R126_E010business_rule2026 Vital Records TPPS Paper-Check Retirement ControlModernization / Treasury PaymentsEffective 2026-02-09, SSA eliminated paper-check issuance through TPPS for purchasing vital records, subject to government purchase-card and Treasury check exception procedures.documented_20262026-10-085R126_E011public_softwareOACT Social Security Detailed Benefit CalculatorAnyPIAActuarial / Benefits EstimationPublicly downloadable SSA actuarial benefit estimator for historical and projected old-age, survivor, and disability claims; not the official SSA benefit adjudication calculator.documented_20262026-10-085R126_E012software_releaseOACT Detailed Calculator Release 2026.2AnyPIA 2026.2Actuarial / Public Data ProductsDetailed Calculator version released 2026-07-13 with projected wage and benefit growth assumptions from 2026 Trustees Report; does not establish internal SSA production deployment.documented_20262026-10-085R126_E013model_inputOACT Detailed Calculator Historical Parameters and Trustees AssumptionsActuarial / Public Estimate AssumptionsCalculator historical benefit and wage parameters may be updated manually, but Trustees projection assumptions require the current downloaded release to remain aligned.documented_20262026-10-085R126_E014data_productOACT Detailed Calculator PIA and Family Maximum Benefit OutputActuarial / Public Benefit EstimatesPublic calculator computes primary insurance amount, maximum family benefit, reduction or delayed retirement factor and monthly estimated benefit; not a legally controlling determination.documented_20262026-10-085R126_E015data_artifactOACT Detailed Calculator Case Input RecordActuarial / Public Benefit EstimatesPublic calculator accepts worker date of birth, earnings history, selected benefit type and other case attributes; batch tools consume case files.documented_20262026-10-085R126_E016software_source_releaseOACT Detailed Calculator Public C++ Source DistributionActuarial / Public CodeSSA distributes public calculator C++ source for Windows and legacy Mac variants; includes calculation and windowing code, distinct from internal adjudication code.documented_20262026-10-085R126_E017software_dependencyBoost C++ Libraries in Public AnyPIA BuildActuarial / Public CodeOACT public source documentation identifies Boost C++ dependencies, Windows build using Boost 1.81.0 and historic Mac build 1.33.1; not evidence of enterprise deployment.documented_20262026-10-085R126_E018software_build_configurationAnyPIA Windows Visual C++ 2022 BuildActuarial / Public CodePublic Windows AnyPIA calculator source is compiled with Microsoft Visual C/C++ 2022, with oactobjs32 and anypia32 project directories.documented_20262026-10-085R126_E019legacy_public_softwareOACT Historical Fortran Benefit Estimator SourceActuarial / Historical Public CodeOACT describes an older public Fortran implementation not updated for years. Historic files reference MS-DOS, Unix, IBM mainframe compatibility; this does not establish agency production use.historical_public_code2026-10-084R126_E020public_softwareOACT anypiab Multi-Case Batch CalculatoranypiabActuarial / Batch AnalysisPublic console calculator reads multiple case records from one .pia file and produces estimated benefit results in a file called OUTPUT.documented_20262026-10-085R126_E021public_softwareOACT anypiac Per-Case Batch CalculatoranypiacActuarial / Batch AnalysisPublic console calculator reads a list of individual case-file names and generates batch benefit estimates; not a live program-to-SSA database exchange.documented_20262026-10-085R126_E022data_artifactAnyPIA Batch OUTPUT Benefit-Estimate FileActuarial / Batch AnalysisDocumented batch output includes SSN and DOB from supplied case data, PIA, family maximum, benefit amount, insured status and additional family-member lines where applicable.documented_20262026-10-085R126_E023systems_limitationDDS S1 Res Judicata Denial Processing LimitationDisability / Title IICurrent POMS says DDS cannot input S1 subsequent-claim res judicata denials directly; returns case to field office for processing by MCS EC or MACADE.documented_20262026-10-085R126_E024case_attributeSSA-831-U3 Item 35 S1 Denial Basis CodeDisability / Adjudication EvidenceDDS enters S1 basis code in item 35 of SSA-831-U3 for res judicata determination and returns case for field-office system action.documented_20262026-10-085R126_E025business_processField-Office S1 Disability Denial Follow-On PostingDisability / Title IIField office processes DDS S1 denial through MCS Earnings Computation where possible or through MACADE when excluded.documented_20262026-10-085R126_E026business_ruleSSI-Concurrent Childhood Disability Benefit Manual Conversion ExceptionDisability / Title II-XVIFor age-18 child-to-CDB conversion while child receives SSI, POMS directs processing-center manual action rather than assuming POS automatic conversion.documented_20262026-10-085R126_E027external_evidence_processU.S. Department of State Consular Vital Records Evidence RequestEnumeration / International Vital RecordsPOMS GN 00308.235 describes requests for FS-240 birth records and DS-2060 death reports of citizens abroad from DOS Passport Vital Records Section.documented_20262026-10-085R126_E028external_evidence_artifactConsular Report of Birth Abroad FS-240FS-240Identity / Vital RecordsDepartment of State report of birth of U.S. citizen abroad; requesting agency may receive government-use evidence under specified conditions.documented_20262026-10-085R126_E029external_evidence_artifactReport of Death of a U.S. Citizen Abroad DS-2060DS-2060Identity / Death RecordsDepartment of State consular report of death of U.S. citizen abroad, listed in vital-record source instructions.documented_20262026-10-085R126_E030information_controlDepartment of State Vital Record Government-Use MarkingVital Records / Source RestrictionsPOMS explains that government-use records furnished in certain free-of-charge SSA evidence requests are marked Government Use Only or For SSA Use Only.documented_20262026-10-085R126_E031public_service_change2026 Freedom 250 Enumeration-at-Birth Commemorative Card DesignEnumeration / Identity LifecycleSSA states the Freedom 250 SSN card design applies only to original Enumeration-at-Birth cards for qualifying newborns during July 2 through December 31, 2026; standard EAB process and data provenance unchanged.temporary_2026_service2026-10-085R127_E001public_calculatorOACT Social Security Quick Calculatoractuarial/public_servicesPublic rough retirement, disability and survivor benefit estimate calculator; derives assumed earnings from user-entered birth date and current-year earnings rather than looking up the user’s official earnings record.documented_as_of_observation2026-10-085Not SSA production award or payment computation.R127_E002calculated_dataQuick Calculator Assumed Historical Earnings Profileactuarial/public_servicesApproximate prior covered earnings derived from current-year earnings assumption; user may examine and revise assumptions.documented_as_of_observation2026-10-085R127_E003public_calculatorOACT Online Benefits Calculatoractuarial/public_servicesPublic retirement benefit calculator requiring the user to enter annual lifetime earnings manually; separate from authenticated personal Social Security account estimates and downloadable AnyPIA.documented_as_of_observation2026-10-085R127_E004user_provided_dataOACT Public Manually Entered Annual Earnings Inputsactuarial/public_servicesYear-by-year earnings supplied by a public calculator user instead of retrieved from authenticated SSA earnings records.documented_as_of_observation2026-10-085R127_E005public_calculatorOACT Life Expectancy Calculatoractuarial/public_servicesSSA public life expectancy calculator using age or date of birth and sex to estimate average additional years; statistical estimate not an individual medical determination.documented_as_of_observation2026-10-085R127_E006published_calculationOACT Public Life Expectancy Estimateactuarial/statisticsPublic age/sex-based statistical lifespan estimate; not a personal eligibility or actuarial forecasting master file.documented_as_of_observation2026-10-085R127_E007public_data_toolOACT Indexing Factors for Earnings Publication Toolactuarial/statisticsPublicly published annual indexing factors for earnings, reflecting indexed wage benchmark ratios for eligibility years; not evidence of SSA production computation engine technology.documented_as_of_observation2026-10-085R127_E008data_productOACT Public Indexed Earnings Factors by Eligibility Yearactuarial/statisticsSSA published factors for indexing historical covered earnings using the national average wage indexing series.documented_as_of_observation2026-10-085R127_E009data_quality_ruleOACT Calculator Channel-Specific Earnings Provenance Ruleactuarial/identitySeparates account-authenticated earnings-based retirement estimates from public calculator assumptions and user-supplied annual earnings.documented_as_of_observation2026-10-085R127_E010governance_dataSSA FY2027 Non-Program Records Fee Scheduleidentity/privacyFederal Register fee schedule for specified non-program records received beginning October 1, 2026, including original SS-5 ($23), Numident extract ($22), detailed earnings SSA-7050 ($49), and certified copies/requests.documented_as_of_observation2026-10-085R127_E011disclosure_data_productNumident Computer Extract Provided for Records Requestsidentity/privacyRequested computer extract of SS-5 information from Numident, separately charged from an original SS-5 copy; disclosure is not a correction transaction.documented_as_of_observation2026-10-085R127_E012disclosure_data_productOriginal SS-5 Application Copy Disclosureidentity/privacyRequested original Social Security card application reproduction distinct from a Numident electronic extract; subject to eligibility, privacy and fee rules.documented_as_of_observation2026-10-085R127_E013disclosed_attribute_setSSA-7050 Detailed Earnings Employer Names and Addressesearnings/address_provenanceDetailed yearly earnings disclosure contains names and addresses of employers, while free uncertified online yearly earnings statements omit employer identification.documented_as_of_observation2026-10-085R127_E014service_workflowSSA Deceased-Individual SS-5 and Numident FOIA Request Routeidentity/privacyDeceased-person record request intake through documented SSA-711 and FOIAXpress Public Access Link, with request and eligibility review; not automatic data extraction into program records.documented_as_of_observation2026-10-085R127_E015workflow_controlRASR Single-SSN Multiple-Case Appointment Limitationhearings/identityRASR cannot maintain two individual cases under same number holder SSN for a contemporaneous subsequent claim; employees use MCS or MSSICS to enter the correct appointed representative per case.documented_as_of_observation2026-10-085R127_E016business_ruleSubsequent SSA Claim Representative Appointment Reauthorizationhearings/representativeA subsequent claim ordinarily requires its own Form SSA-1696; an earlier claim appointment must not be assumed to extend to a new claim.documented_as_of_observation2026-10-085R127_E017workflow_flagEDCS Representative Involved Electronic-Folder Flagdisability/evidenceField-office control marking disability electronic claims files as having an appointed representative; staff ensure flag follows applicable case and update after transfer when required.documented_as_of_observation2026-10-085R127_E018business_ruleRASR Principal Representative Notice Routinghearings/notificationsFor cases with multiple appointed representatives, SSA directs notice/development to designated principal representative and documents the selection; there is a temporary most-recent-appointment fallback when claimant cannot be reached.documented_as_of_observation2026-10-085R127_E019workflow_controlRASR Missing Claimant Address Notice Fallbackaddress_provenance/notificationsIf RASR fails to issue acknowledgment because claimant address is missing, technicians use DPS/Manage Text Aurora manual acknowledgment.documented_as_of_observation2026-10-085R127_E020notificationRASR Representative Entity Fee-Assignment Notice RSR120representative/feesSSA sends notice RSR120 to an affiliated entity when a representative requests assignment of direct authorized fees; rejected entity registration or EIN requires manual DPS notice.documented_as_of_observation2026-10-085R127_E021master_record_attributeMBR Supplemental Income Data SID Linetitle_ii/medicareTitle II Master Beneficiary Record Supplemental Income Data (SID) line showing SSI status (including SISC status codes) used for state Medicare buy-in.documented_as_of_observation2026-10-085R127_E022program_data_recordMedicare Buy-In Third-Party Master Recordmedicare/exchangesThird Party Master (TPM) record for Medicare state buy-in updated from MBR SID status in auto-accrete states, subject to controlled reconciliation.documented_as_of_observation2026-10-085R127_E023external_exchange_artifactState Medicare Buy-In Accretion or Deletion Alert Recordmedicare/exchangesStatus-change alert furnished to state Medicaid buy-in authorities in alert states, depending on corrected MBR SID line.documented_as_of_observation2026-10-085R127_E024work_controlState Buy-In SID-to-Third-Party 60-Day Reconciliation Diarymedicare/operationsFor auto-accrete states, field office diaries case 60 days after SID correction and checks whether MBR Third Party line reflects the correction; sends request to processing center if it does not.documented_as_of_observation2026-10-085R127_E025business_ruleSSI IRS 5B Alert Discovery-Date Provenance Controltitle_xvi/irsSSI reopening controls require the relevant date of discovered IRS 5B alert evidence or diary/query records; the IRS observation/alert date is not a verified beneficiary address-update date.documented_as_of_observation2026-10-085R127_E026statistical_data_product2023 OASDI State and ZIP Publication July 2025 Corrected Editionenterprise_data/geospatialCorrected 2023 OASDI beneficiary ZIP code and field-office totals, public release December 2024 and errata posted July 1, 2025 for NY 10506/10509/10590 and NC 27343.documented_as_of_observation2026-10-085Source records an erratum to the 2023 report, not a modification to the 2026 payment/beneficiary master file.R127_E027statistical_privacy_controlOASDI ZIP Publication Small-Cell Suppression and Controlled Roundingenterprise_data/privacyFor 2023 ZIP-level OASDI statistics, suppress ZIP codes with fewer than 15 beneficiaries; counts use controlled rounding to a multiple of five with deviation less than five.documented_as_of_observation2026-10-085R127_E028procurement_data_productSSA FY2026 Small Business Prime and Subcontracting Goalsprocurement/governanceOfficial SSA FY2026 small business acquisition goals: 36.63 percent prime, 34.89 percent subcontracting; related socioeconomic-category goals are 5 percent each except HUBZone at 3 percent.documented_as_of_observation2026-10-085Goals are planned targets, not achieved spend, contract award, or vendor technology deployment.R128_E001research_datasetDisability Analysis File 2022 Research Releaseresearch/data_productsHistorical DAF22 research dataset documented in April 2024, covering SSA disability-program histories through December 2022; not a live adjudication record.historical_documented_2024_DAF222026-10-085R128_E002administrative_extractSSI Characteristics Extract Record 100% Monthly SnapshotCERTitle_XVI/dataMonthly SSI program snapshot derived from SSR. Includes selected demographic data such as addresses and resources; snapshots are not retrospectively updated.historical_documented_2024_DAF222026-10-085R128_E003administrative_extractDisabled Beneficiary and Dependents Monthly Snapshot ExtractDBADTitle_II/dataMonthly OASDI disabled-beneficiary and dependent snapshot extracted from MBR; records are not retrospectively refreshed.historical_documented_2024_DAF222026-10-085R128_E004administrative_extractSSI Longitudinal FileSSI-LFTitle_XVI/statisticsLongitudinal and one-time SSI program history from SSR, including household types, benefit and earnings information; DAF22 extracted it April 2023.historical_documented_2024_DAF222026-10-085R128_E005administrative_extractDAF22 Supplemental Security Record Earnings Custom ExtractTitle_XVI/research2023 custom SSR earnings extract for DAF22 supplementing standard SSI longitudinal and monthly snapshot files.historical_documented_2024_DAF222026-10-085R128_E006administrative_extractDAF22 Supplemental Security Record Additional Variables ExtractTitle_XVI/researchCustom SSR extract of additional variables not included in the SSI Longitudinal File for the DAF22 build.historical_documented_2024_DAF222026-10-085R128_E007administrative_extractSSA-831 Initial Disability Decision Administrative Filedisability/decisionsArchived DDS initial medical decision records represented on SSA-831 and keyed for research using program-specific SSN and BIC semantics.historical_documented_2024_DAF222026-10-085R128_E008administrative_extractSSA-832 and SSA-833 CDR Decision Administrative Filesdisability/CDRArchived medical continuing-disability decision records from SSA-832 (SSI) and SSA-833 (SSDI). These do not cover work-only CDRs.historical_documented_2024_DAF222026-10-085R128_E009administrative_extractDAF22 MBR and PHUS Combined Payment ExtractTitle_II/paymentsExtract combines MBR with PHUS payment history; PHUS contains actual cash disbursement event timing distinct from MBR entitlement/payment information.historical_documented_2024_DAF222026-10-085R128_E010data_attributeCER SSI Historical Snapshot Address Attributeperson/address_provenanceAddress captured in SSI monthly CER extraction at a point in time; stale historical copy when later SSR address changes and no retroactive correction in the original snapshot.historical_documented_2024_DAF222026-10-085Do not infer live record updates from research snapshot.R128_E011logical_identifierSSI Person Account Number Identifier (PAN)PANperson/identitySSN identifying an individual person inside SSI SSR/CER records; may differ from record HUN when an eligible couple is housed under one record.historical_documented_2024_DAF222026-10-085R128_E012logical_identifierSSI Housed Under Number Identifier (HUN)HUNperson/identitySSR record filing key: beneficiary SSN or one eligible spouse’s SSN; potentially represents multiple individuals on one SSR record.historical_documented_2024_DAF222026-10-085R128_E013logical_identifierTitle II Claim Account Number Identifier (CAN)CANperson/identityMBR account filing key: SSN of wage earner on whose record benefits are entitled; not necessarily beneficiary’s own SSN.historical_documented_2024_DAF222026-10-085R128_E014logical_identifierTitle II Beneficiary Own Account Number Identifier (BOAN)BOANperson/identityMBR beneficiary’s own SSN used to distinguish worker from auxiliary beneficiary under the worker’s CAN and BIC.historical_documented_2024_DAF222026-10-085R128_E015logical_identifierDCF Claimant Own Social Security Number Identifier (COSSN)COSSNperson/identityClaimant own SSN used to file the Disability Control File across SSDI and SSI beneficiaries.historical_documented_2024_DAF222026-10-085R128_E016research_dataset_componentDAF22 Demographic Componentresearch/DAFCentral demographic DAF22 component linking program populations and research analytical files.historical_documented_2024_DAF222026-10-085R128_E017research_dataset_componentDAF22 Annual Research Componentresearch/DAFAnnualized disability program variables for historical years through 2022.historical_documented_2024_DAF222026-10-085R128_E018research_dataset_componentDAF22 Ticket to Work Research Componentresearch/DAFHistorical research component recording Ticket to Work program participation.historical_documented_2024_DAF222026-10-085R128_E019research_dataset_componentDAF22 Payment Research Componentresearch/DAFHistorical provider payments component built using EN cumulative payments and VRRMS extract information.historical_documented_2024_DAF222026-10-085R128_E020research_data_martDAF22 Ten Percent Research Data MartDAF10research/DAFTen-percent DAF component copy selected with documented SSN-digit algorithm; optimized for analysis and testing, but not stratified and not representative of every subgroup.historical_documented_2024_DAF222026-10-085R128_E021research_data_martDAF22 Awardee Data MartADMresearch/DAFSubset of DAF beneficiaries with documented first SSDI adult or first child/adult SSI payment from 1996 through DAF year; includes constructed first-payment/eligibility timing fields.historical_documented_2024_DAF222026-10-085R128_E022research_dataset_componentDAF22 Standalone Continuing Disability Review Fileresearch/DAFStandalone CDR data combines Waterfall full medical review information with DCF work/medical and mailer activity; introduced as standalone file in DAF19.historical_documented_2024_DAF222026-10-085R128_E023administrative_repositoryWaterfall Continuing Disability Review Operational Filedisability/CDRDCO/ODD/DDRWM CDR master file on SSA MISF mainframe covering centrally initiated periodic full medical reviews; excludes specified FO-initiated, nondecision, and mailer-only reviews.historical_documented_2024_DAF222026-10-085Documented 2024 source description; not validated as unchanged in 2026.R128_E024administrative_extractDAF Waterfall Extract Filedisability/CDRExtract of Waterfall-file records used in DAF22 research preparation.historical_documented_2024_DAF222026-10-085R128_E025administrative_extractDAF Waterfall Track Active Filedisability/CDRTrack Active variant of the Waterfall CDR data used in DAF22 research preparation.historical_documented_2024_DAF222026-10-085R128_E026logical_data_familyDisability Control File Person, Medical, Earnings, Ticket and CDR Tablesdisability/person_nexusDistinct groups/tables within DCF for personal, medical, earnings, Ticket to Work and CDR events; groups have differing occurrence cardinality.historical_documented_2024_DAF222026-10-085R128_E027research_dataset_componentDAF22 Standalone Disability Application Research Fileresearch/DAFSeparate DAF22 application history product prepared through a dedicated construction workflow.historical_documented_2024_DAF222026-10-085R128_E028research_pipelineDAF22 SAS and JCL Research Construction Workflowresearch/DAFDocumented multi-task SAS/JCL research processing, source extraction, QA and data production for DAF22. Not SSA online benefits adjudication code.historical_documented_2024_DAF222026-10-085R128_E029external_administrative_datasetRSA-911 Vocational Rehabilitation Case Service Administrative FileRSA-911external_exchanges/researchDepartment of Education Rehabilitation Services Administration participant records; post-July 2017 reporting includes active and closed cases with revised scope; access requires agency permission.historical_documented_2024_DAF222026-10-085R128_E030research_linkable_datasetDAF22 Linkable RSA Vocational Rehabilitation Summary Fileexternal_exchanges/researchDe-identified RSA summary containing records with verified SSNs and generated PINs; can include VR participants absent from main DAF cohort.historical_documented_2024_DAF222026-10-085R128_E031research_linkable_datasetDAF22 RSA-911 Verified SSN Fileexternal_exchanges/researchVerified-SSN subset of annual RSA-911 research records, de-identified using PIN; permission from Education required.historical_documented_2024_DAF222026-10-085R128_E032research_linkable_datasetDAF22 RSA Mini-DAF Datasetexternal_exchanges/researchDAF component extracts for qualifying RSA participants with de-identified PIN and optional local socioeconomic variables.historical_documented_2024_DAF222026-10-085R128_E033research_identity_matching_processMathematica-SSA RSA Enumeration Verification ProcessMPR-EVSperson/identityMPR-EVS validates RSA participant SSN with Numident using SSN, sex/gender and birth year because name may be unavailable; operated for DAF research linkage, not general benefit identity proofing.historical_documented_2024_DAF222026-10-085R128_E034restricted_research_crosswalkSSA DAF-RSA SSN to PIN Research Linkage Crosswalkperson/identitySSA-maintained controlled crosswalk between SSNs and de-identified PINs for DAF-RSA linkages; not a universal beneficiary Person registry.historical_documented_2024_DAF222026-10-085R128_E035administrative_extractDAF Employment Network Cumulative Payment ReportTicket_to_Work/paymentsCumulative EN payment report used to construct DAF TTW provider payments; reports provider, amount, payment date and triggering event.historical_documented_2024_DAF222026-10-085R128_E036administrative_extractDAF Ticket to Work Provider Identification FileTicket_to_Work/providersProvider file identifies EN and state VR provider organizations, DUNS identifiers and contract effective dates; explicitly contains no beneficiary data.historical_documented_2024_DAF222026-10-085R128_E037restricted_research_datasetDAF22 Restricted Master Earnings File Linkable Research Datasetearnings/researchMEF-derived annual earnings research file, subject to Internal Revenue Code 6103 and limited to selected SSA staff; includes annual wages, employment and self-employment measures.historical_documented_2024_DAF222026-10-085R128_E038research_variableDAF22 Research Annual Earnings Work Indicatorearnings/researchAnnual positive wages or self-employment indicator constructed from restricted MEF data; third-party payments alone do not constitute work.historical_documented_2024_DAF222026-10-085R128_E039administrative_extractDCF Medical and Work CDR Events in DAF22disability/CDRDCF event/review data includes work and medical CDRs, including mailer-only activity absent from Waterfall full-medical-review file.historical_documented_2024_DAF222026-10-085R128_E040administrative_extractTitle II and Title XVI Annual Disability Research File Extractsresearch/disabilityOffice of Disability Policy annual Disability Research Files for Title II and Title XVI claims; constructed from SSA administrative systems and cover ten-year claim histories.historical_documented_2024_DAF222026-10-085R128_E041contractorMathematica DAF22 Research Documentation Contractorprocurement/researchMathematica identified as SSA DAF22 documentation contractor under reference number 28321322D00060010; does not prove control of SSA production systems.historical_documented_2024_DAF222026-10-085Documented research contract, not operational IT deployment.R128_E042workflow_screenMSSICS DIRS IRS Alert Development Documentation ScreenDIRSTitle_XVI/IRS_developmentPOMS SI 02310.048 instructs recording IRS alert investigation in MSSICS DIRS; policy last revised August 2013, still publicly presented in the September 2026 batch.historical_policy_revised_2013_observed_20262026-10-084Exact on-screen backend, transaction persistence and current production behavior not established.R128_E043third_party_address_attributeIRS Alert Taxpayer Address for Ownership Verificationperson/address_provenanceTaxpayer contact/location address present in an IRS transaction alert may be checked against payer documentation to establish whether the recipient is the correct owner; not automatically a current residence.historical_policy_revised_2013_observed_20262026-10-084R128_E044third_party_address_attributeIRS Alert Payer Administrative Office Addressperson/address_provenanceAddress displayed for a financial or other payer in an IRS alert may denote corporate administrative offices, not the claimant or local branch.historical_policy_revised_2013_observed_20262026-10-084R128_E045program_integrity_workflowSSI IRS Alert Ownership and Resource Development ProcessTitle_XVI/program_integrityWhen a taxpayer denies transaction ownership SSA may request evidence, obtain signed authorization, contact a payer, evaluate income/resource attribution and stop unsupported development.historical_policy_revised_2013_observed_20262026-10-084R128_E046program_integrity_workflowSSI IRS Alert Transfer to New Servicing Field OfficeTitle_XVI/workloadPOMS directs employee to transfer IRS alert and related information when recipient is no longer in originating field office service area.historical_policy_revised_2013_observed_20262026-10-084R128_E047research_context_datasetDAF RSA County-Level Local Area Unemployment Statistics Inputsresearch/external_geographyMonthly county unemployment context obtained from LAUS for qualified RSA participants; geographic association derived from participant county of residence, not a master address update.historical_documented_2024_DAF222026-10-085R128_E048research_context_datasetDAF RSA County-Level Small Area Income and Poverty Estimates Inputsresearch/external_geographyCounty-level poverty rate and median income variables used in RSA Mini-DAF; historical 1996 county data unavailable as documented.historical_documented_2024_DAF222026-10-085R129_E001statistical_data_productN8NN Monthly Average Speed to Answer (ASA) CSVcontact_center/public_dataSSA publishes national monthly mean seconds that answered agent calls waited in queue. Abandoned calls in queue are excluded. Updated 2026-04-17.documented_public_artifact2026-10-085R129_E002statistical_business_ruleN8NN Answered-Call Queue-Time Denominator Rulecontact_center/data_qualityAverage Speed to Answer is total queue seconds divided by answered agent calls; calls abandoned while queued do not enter the denominator.documented_public_artifact2026-10-085R129_E003publication_catalogSSA Electronic FOIA Reading Room Proactive Disclosure Indexgovernance/open_recordsSSA lists proactive disclosures, titles, and public posting dates; indexes released products without specifying their generating systems.documented_public_artifact2026-10-085R129_E004procurement_payment_data_productFY2019-FY2024 Medical Experts Total Payments FOIA Releasefoia/public_disclosuresSeptember 24, 2026 listing; historical medical expert total payments for FY2019-FY2024; underlying payment source unverified.public_listing_verified; contents_not_inspected2026-10-085R129_E005procurement_payment_data_productFY2019-FY2024 Vocational Experts Total Payments FOIA Releasefoia/public_disclosuresSeptember 24, 2026 listing; vocational expert total payments for FY2019-FY2024; underlying contracting system unverified.public_listing_verified; contents_not_inspected2026-10-085R129_E006representative_statistical_productFY2025 Top 500 Firms FOIA Releasefoia/public_disclosuresSeptember 4, 2026 SSA listing titled FY2025 Top 500 Firms; ranking methodology not established by listing.public_listing_verified; contents_not_inspected2026-10-085R129_E007representative_statistical_productFY2025 Top 500 Representatives FOIA Releasefoia/public_disclosuresSeptember 4, 2026 listing titled FY2025 Top 500 Reps; criteria cannot be established from index alone.public_listing_verified; contents_not_inspected2026-10-085R129_E008hearing_workload_publicationAugust 2026 Caseload Analysis Report FOIA Releasefoia/public_disclosuresSeptember 21, 2026 posting titled 2026 08 Caseload Analysis Report; metrics and backend require reading actual report.public_listing_verified; contents_not_inspected2026-10-085R129_E009representative_program_integrity_data_productAugust 2026 Registered Sanctioned Representatives Listfoia/public_disclosuresSeptember 2, 2026 posted index entry covering registered sanctioned representatives; not a live registration feed.public_listing_verified; contents_not_inspected2026-10-085R129_E010representative_program_integrity_data_productAugust 2026 Unregistered Sanctioned Representatives Listfoia/public_disclosuresSeptember 2, 2026 posted index entry covering unregistered sanctioned representatives; not a live registration feed.public_listing_verified; contents_not_inspected2026-10-085R129_E011workload_data_productFY2025 SSA Workload FOIA Releasefoia/public_disclosuresMarch 25, 2026 entry titled FY25 Workload Data; index does not specify tables or administrative system.public_listing_verified; contents_not_inspected2026-10-085R129_E012representative_statistical_productFY2016-FY2025 Representative Rates by Adjudicative Level FOIA Releasefoia/public_disclosuresDecember 5, 2025 entry titled Representative Rates by Adjudicative Level FY 2016 - FY 2025; historical trend not operational case file.public_listing_verified; contents_not_inspected2026-10-085R129_E013research_publication_artifactFY2021-FY2023 and FY2025 Employment Networks FOIA Releasefoia/public_disclosuresJanuary 26, 2026 entry titled Employment Networks FYs 2021-2023 and 2025; raw structure not inspected.public_listing_verified; contents_not_inspected2026-10-085R129_E014public_disclosure_documentMarch 2025 SSA to DHS Information Transmission FOIA Releasefoia/public_disclosuresIndex lists redacted March 3 2025 email transmitting data to DHS, disclosed April 24 2026; contents not reviewed, transmission type unverified.public_listing_verified; contents_not_inspected2026-10-085R129_E015public_disclosure_documentMarch 2025 SSA Identity Assurance Memorandum FOIA Releasefoia/public_disclosuresIndex lists March 13 memorandum on strengthening identity assurance, posted March 6 2026; contents not reviewed.public_listing_verified; contents_not_inspected2026-10-085R129_E016public_service_catalogSSA Forms Search and Digital Submission Capability Catalog (October 2026)forms/digital_intakeSSA Forms page lists submission modes per form, including webform, upload PDF, or separate online benefit applications; not every form supports every mode.documented_public_artifact2026-10-085R129_E017digital_intake_controlSSA Electronic Forms Additional Identity Verification Requirementforms/identity_proofingSSA identifies five forms requiring an additional identity verification for electronic submission: SSA-454-BK, SSA-827, SSA-2574, SSA-2935, and SSA-8510.documented_public_artifact2026-10-085R129_E018digital_evidence_business_ruleSSA Upload Documents Original or Certified Evidence Copy Exclusionforms/evidenceSSA states it cannot accept original or certified copies of documents electronically through Upload Documents.documented_public_artifact2026-10-085R129_E019actuarial_statistical_data_productOACT Disabled Worker Applications and Awards Calendar-Year Seriesactuarial/disabilityOACT publishes 1965-2025 calendar-year disabled-worker application and award counts, same-year ratios, and awards per 1,000 insured workers; excludes SSI-only, disabled widows and disabled children.documented_public_artifact2026-10-085R129_E020statistical_business_ruleOACT Same-Year Disability Awards-to-Applications Noncohort Ratioactuarial/data_qualityOACT warns that awards in a calendar year divided by applications in the same year is not the eventual approval rate of that year’s applicant cohort.documented_public_artifact2026-10-085R129_E021statistical_publication_status_changeAnnual Statistical Supplement Table 6.C7 Discontinued in 2026actuarial/publication_pipelineSSA discontinues Table 6.C7 in the 2026 Statistical Supplement because equivalent disabled-worker applications/awards reporting is available through OACT.discontinued_within_2026_supplement2026-10-085R129_E022oversight_research_publicationSSAB Representative Payee Trends Issue Brief September 2026representative_payee/oversightSSAB examined adult Title II and SSI representative payee trends for 2010-2025; the share of retired beneficiaries with payees declined while disabled adult and SSI aged shares were relatively stable.documented_public_artifact2026-10-085R129_E023procurement_organizational_unitSSA OITA Division of IT Equipment and Maintenanceprocurement/ITListed unit under the Office of Information Technology Acquisition responsible in the OITA contracting officer directory for IT equipment/maintenance procurements.listed_on_public_OAG_page; directory_revised_2023_112026-10-085R129_E024procurement_organizational_unitSSA OITA Division of IT Software and Maintenanceprocurement/ITListed unit under the Office of Information Technology Acquisition for software and maintenance procurement; current staffing cannot be inferred from the 2023 directory.listed_on_public_OAG_page; directory_revised_2023_112026-10-085R129_E025statistical_business_ruleHearing Office Workload Negative Adjusted Receipt Rulehearings/public_dataHearing-office workload file can show negative receipts when cases transferred out exceed newly received cases; not a negative number of applications.documented_public_artifact2026-10-085R129_E026hearings_statistical_data_productFY2026 OHO ALJ Dispositions per Day National Ranking Reporthearings/public_dataSSA public-use hearings page lists FY2026 national ranking by ALJ dispositions per ALJ day; case-level data or calculation technology is not disclosed on index.documented_public_artifact2026-10-085R129_E027hearings_statistical_data_productFY2026 OHO Hearing Office Average Processing Time Rankingshearings/public_dataSSA publishes hearing-office ranking by average processing time for the FY2026 reporting period; this measure is different from average wait until hearing is held.documented_public_artifact2026-10-085R129_E028historical_public_data_productOHO In-Person and Video Hearing Public Data Last Available FY2020hearings/public_dataSSA public-use page says current in-person/video hearing data unavailable and directs users to archived September 2019-February 2020 data.historical_last_available_FY20202026-10-085R129_E029statistical_data_productFY2016-Onward RSI Applications Receipts and Clearances Monthly CSVtitleII/data_productsSSA publishes monthly national retirement/survivor/Medicare intake and completion data; captures MCS clearances and District Office Workload Report reporting periods.documented_public_artifact2026-10-085R129_E030claims_data_attributeInternet RSI Application Source IndicatortitleII/intakeSSA online filing process marks applicable retirement, spouse, and Medicare online claims to distinguish receipt via Internet for management counts.documented_public_artifact2026-10-085R130_E001claims_system_limitationSSI Age-65 Claim Filing Date System LimitationTitle XVI/filing_dateFor SSI age-65 attainment in the month of filing, POMS instructs staff in defined circumstances to enter a system filing date different from the legally correct earlier date and record the true date separately.documented_operational_rule2026-10-085Only for specified age-65 cases; not for age-18 cases; legally correct filing date remains authoritative.R130_E002program_record_attributeSSI Age-65 Correct Filing Date SSR Remarks AnnotationTitle XVI/claims_provenancePOMS requires technicians to place the legally correct filing date in SSR remarks when MSSICS must hold a different system date under the age-65 system limitation.documented_operational_rule2026-10-085R130_E003workload_accounting_attributeReopened Claim File Date Change Code CTitle II/reopening/workloadGN 00204.007 directs the MCS Decision Input screen to use file-date-change code C for specified reopened denied claims so management information excludes prior FO1 time.documented_operational_rule2026-10-085Code modifies specified field-office elapsed-time calculations, not overall mean elapsed time.R130_E004claims_event_timestampInternet iClaim Submitted Completion DateTitle II/intake/provenanceFor an electronically signed first-party iClaim the original Internet Menu (IMNU) completion/submission date determines receipt, not when staff later establishes the claim in MCS.documented_operational_rule2026-10-085R130_E005claims_receipt_policyMailed Protective Filing Postmark Five-Day Rulecross_program/claims_provenanceFor signed applications received just after protective closeout, a qualifying postmark within five days of closeout may establish receipt date.documented_operational_rule2026-10-085R130_E006claims_reopening_attributeReopened Claim Material File Datecross_program/reopeningFor reopening an earlier denial, POMS directs the material file date and application receipt date to reflect the reopening request date; the prior protective filing date remains separately preserved.documented_operational_rule2026-10-085R130_E007digital_submission_workflowUpload Documents Signed Benefit Application Manual Claims-System Entrydigital_intake/claimsSSA instructs technicians to process electronically signed benefit applications submitted with Upload Documents as paper applications and manually enter them into MCS or CCE.documented_operational_rule2026-10-085R130_E008digital_signature_artifactUpload Documents Appended Electronic Signature Pagedigital_intake/evidenceSSA appends a separate electronic signature information page to PDF submissions signed through Upload Documents.documented_operational_rule2026-10-085R130_E009claims_signature_controlMCS Attestation Signature-Method Remarks Controldigital_intake/work_controlBecause MCS automatically propagates ATTEST to DW01 regardless of actual signature method, staff must identify wet signature, Upload Documents, CPAS, or other method in remarks.documented_operational_rule2026-10-085R130_E010digital_signature_artifactCommercial Product Alternative Signature Certificate Pagedigital_evidence/representativesPOMS permits commercial-product signature date and time on an appended certificate page provided it accompanies the signed form at initial submission.documented_operational_rule2026-10-085R130_E011digital_signature_validation_ruleCPAS Timestamp and Signature-Placement Acceptance Ruledigital_evidence/policyCPAS requires signer name in the designated signature area plus date and time on the form or accompanying certificate; a separately submitted late certificate is not accepted.documented_operational_rule2026-10-085R130_E012digital_signature_policy_eventJanuary 18 2025 CPAS Receipt Applicability Thresholddigital_evidence/modernizationPOMS sets January 18, 2025 as the receipt threshold for current commercial-product alternative signature acceptance instructions, with conditional handling of earlier forms.documented_policy_effective_date2026-10-085R130_E013evidence_audit_controlEvidence Screen Entry Locked After Completionevidence/provenanceEVID entries cannot be edited once completed; management has deletion authority. POMS directs additional clarifying notes to MCS RPOC or CCE Report of Contact.documented_operational_rule2026-10-085R130_E014evidence_record_attributeEVID Cross Reference SSN Field for Concurrent Claimsevidence/person_nexusFor evidence shared across concurrent or subsequent claims on different SSNs, SSA records it once under the claimant SSN and lists related SSNs in EVID cross-reference fields.documented_operational_rule2026-10-085R130_E015evidence_provenance_attributeEVID Online State Custodian Source Annotationevidence/external_stateWhen employees retrieve custodian-certified records from state or local online systems, POMS requires the EVID comments to identify state/local online access as evidence source.documented_operational_rule2026-10-085R130_E016records_management_controlTemporary Initial-Claim Evidence Development File Destructionevidence/retentionWhen only temporary photocopies support pending development, staff retain them until initial determination and then destroy the temporary development file following SSA POMS.documented_operational_rule2026-10-085R130_E017evidence_audit_ruleElectronic Evidence Sufficient Audit-Trail Requirementevidence/governanceFor domestic public records used to prove age, death, marriage, divorce, or citizenship, MCS or CCE entries must retain enough information to retrieve source records; otherwise EVID must be coded.documented_operational_rule2026-10-085R130_E018evidence_provenance_ruleEVID Online State Record Certification Acceptanceevidence/statesElectronically supplied evidence certified by its state/local custodian can satisfy SSA documentary evidence requirements, subject to proof validity and audit-trail rules.documented_operational_rule2026-10-085R130_E019evidence_repository_ruleNon-Disability Evidence Exclusion from EVID Codingevidence/folder_routingPOMS excludes alien-registration cards, medical evidence, and certain WC/PDB documents from EVID screen coding, directing documents to NDRed or CEF by the specified case type.documented_operational_rule2026-10-085R130_E020evidence_reuse_rulePreviously Established Proof Reuse Across MBR SSR Numidentperson_nexus/claims_evidencePOMS permits certain previously established facts, such as age, to be reused from SSA records when enough evidence/audit information exists and criteria align; no universal attribute synchronization is inferred.documented_operational_rule2026-10-085R130_E021external_tax_address_sourcePuerto Rico Revenue Agency Statement Mailing Addressaddress/territorial_taxSSA uses Puerto Rico revenue-agency taxpayer files to locate statement recipients not required to file US federal income tax returns; intended for statement mailing only.documented_operational_rule2026-10-085R130_E022external_tax_address_sourceU.S. Virgin Islands Revenue Agency Statement Mailing Addressaddress/territorial_taxSSA uses Virgin Islands revenue-agency taxpayer files for statement mailing addresses of eligible individuals not required to file federal tax returns; no master-record update asserted.documented_operational_rule2026-10-085R130_E023address_legal_use_constraintIRS IMF Address Use for Statements Under 26 USC 6103(m)(7)address/IRS/restrictionsSSA identifies IRC section 6103(m)(7) as the permitted basis for using IRS Individual Master File taxpayer addresses for Social Security Statement mailing.documented_operational_rule2026-10-085R130_E024public_statement_formatSSA-7005-SM-OL Online Social Security Statementactuarial/communicationSSA provides this online Statement format behind authenticated my Social Security accounts; a separate on-request and system-initiated print format is documented.documented_operational_rule2026-10-085R130_E025public_statement_formatSSA-7005-SM-SI System-Initiated Paper Statementactuarial/communicationSSA mails system-initiated Statements to selected qualifying beneficiaries age 60 and older who do not have mySSA accounts and do not receive Title II benefits.documented_operational_rule2026-10-085R130_E026public_statement_formatSSA-7005-SM-OR On-Request Paper Statementactuarial/communicationSSA produces this paper Statement upon SSN holder request, including SSA-7004 requests; printed/mailing route differs from automatic statements.documented_operational_rule2026-10-085R130_E027undeliverable_correspondence_ruleUndeliverable Automatic Social Security Statement Destructionaddress/correspondenceAutomatic Social Security Statements returned as undeliverable are not remailed. POMS says SSA destroys them without further processing.documented_operational_rule2026-10-085R130_E028statement_locale_rulePuerto Rico Tax-Address Spanish Statement Mailing Ruleaddress/correspondenceAutomatic Social Security Statements are prepared in Spanish for Puerto Rico residents whose address was provided by the Puerto Rico government.documented_operational_rule2026-10-085R130_E029statement_selection_ruleAutomatic Statement Prior-Request and Pending-Claim Exclusionsactuarial/recipient_selectionPOMS excludes certain prior on-request Statement recipients, pending Title II/Medicare claimants and benefit recipients from automatic Statement selection.documented_operational_rule2026-10-085R130_E030digital_identity_input_controliAppointment Editable Name DOB Sex But Immutable SSNperson_nexus/appointmentiAppt accepts SSN/name/DOB/sex propagated from iClaim; claimant can edit name DOB and sex and supply mailing address but cannot change propagated SSN.documented_operational_rule2026-10-085R130_E031appointment_access_ruleiAppointment Existing Claim and Electronic SSN Block Exclusionsperson_nexus/appointmentPOMS excludes users with current-payment MBR, pending MCS claim on the SSN, an electronic block, or foreign residence from online iAppt access.documented_operational_rule2026-10-085R130_E032actuarial_data_dimension2026 OACT Population Reference Date January July Decemberactuarial/statistical_dataOACT downloadable Social Security area population series provides beginning-of-year January 1, midyear July 1, and end-of-year December 31 historical/projection values.documented_public_data_product2026-10-085R130_E033public_service_modernization_featureMay 2026 mySSA Retirement Calculator Three-Estimate Comparisononline_service/modernizationSSA describes redesigned Retirement Calculator presenting a bar graph that compares up to three personalized benefit estimates from May 2026 portal redesign.documented_portal_feature2026-10-085R131_E001business_ruleoSSNAP Eligibility-Based Dynamic Application RoutingIdentity / enumerationBeginning 2026-01-31, oSSNAP assesses original/replacement-card circumstances and sends eligible applicants to fully online or hybrid SSA-office identity workflows.documented operation2026-10-085R131_E002business_processoSSNAP Hybrid In-Person Evidence Completion PathIdentity / enumerationOnline applicants unable to complete qualifying identity/name-change checks receive a hybrid pathway and in-person evidence appointment.documented operation2026-10-085R131_E003business_processoSSNAP Fully Automated Self-Service Card PathIdentity / enumerationEligible applicants can finish qualified card requests electronically following third-party identity authentication and eligible records verification.documented operation2026-10-085R131_E004transaction_attributeoSSNAP Hybrid Online Control NumberIdentity / enumerationReference used to resume an oSSNAP hybrid card request at an SSA office; not established as an SSN or authoritative person identifier.documented operation2026-10-085R131_E005identity_controlAppointment Scheduling Credential Versus Identity Proofing GateIdentity / enumerationA Login.gov IAL1 credential used for scheduling alone is not equivalent to full SSN-card identity evidence verification.documented operation2026-10-085R131_E006modernization_statusiSSNRC Public-Facing Screen Retirement January 2026Identity / enumerationSSA retired legacy iSSNRC public-facing screens as online card functionality moved into oSSNAP; no documented deletion of historical activity data or backend components.dated_public_interface_retirement2026-01-315R131_E007eligibility_ruleoSSNAP Online Path Exclusion ConditionsIdentity / enumerationThe new public intake paths exclude stated categories such as adoption/new SSN requests and certain wrong-SSN or special-handling applications.documented operation2026-10-085R131_E008organizational_groupDesignated Scheduling Group for Representative AvailabilityHearings / appealsGroup of representatives whose hearing availability is supplied and managed together in SSA enhanced representative availability processes.documented operation2026-10-085R131_E009workload_planning_periodERAP Target Scheduling MonthHearings / appealsSSA hearing-scheduling month for which a representative designated scheduling group submits future availability.documented operation2026-10-085R131_E010operational_rule2026 ERAP National Availability Submission RuleHearings / appealsBeginning with the January 2026 target scheduling month, availability is submitted nationally per designated scheduling group rather than separately by SSA region.effective 2026 target month2026-01-015R131_E011scheduling_ruleERAP Five-Month Advance Availability DeadlineHearings / appealsScheduling groups submit availability by the first day of the month five months before the target scheduling month. Late or missing availability can be treated as fully available.documented operation2026-10-085R131_E012support_processOHO External Liaison Availability Submission AssistanceHearings / appealsHearing scheduling staff can facilitate representative availability submitted outside the portal, including via email, subject to process controls.documented operation2026-10-085R131_E013organization_address_attributeeRPS Organization Physical-Location ZIP Code AttributeRepresentative payee / address provenanceZIP Code of organization physical premises, used with a sequence to construct an eRPS Organization ID. Not a beneficiary residential or mailing address.documented operation2026-10-085R131_E014identifier_construction_ruleeRPS Organization ID ZIP-Plus-Sequence Key RuleRepresentative payee / person identityOrganizational eRPS identifier incorporates physical ZIP Code and a sequence because EINs do not uniquely identify every organization/site.documented operation2026-10-085R131_E015case_data_ruleeRPS Joint Guardian Single-SSN Record ConstraintRepresentative payee / person identityFor two or more equally responsible individual guardians, eRPS uses the first named guardian SSN as the record key and records additional guardian information in notes.documented operation2026-10-085R131_E016identity_ruleRepresentative Payee Individual-versus-Organization Classification GateRepresentative payee / program recordsSole proprietorships and general/limited partnerships may have EINs but are treated as individual payees; LLCs and other limited-liability entities are treated as organizations.documented operation2026-10-085R131_E017eligibility_ruleIRMAA Nonreporting Spouse Determination IndependenceMedicare / IRS exchangesAn IRMAA new initial determination applies to requesting beneficiary only; information affecting another spouse or ex-spouse does not automatically change their determination.documented operation2026-10-085R131_E018contact_evidence_attributeIRMAA Married-Filing-Separately Spouse Last-Known AddressMedicare / address provenanceLast-known spouse address may be supplied in a married-filing-separately IRMAA new-initial-determination investigation. It is not a verified beneficiary master-record address.documented operation2026-10-085R131_E019evidence_gateIRMAA Amended-Return IRS Acknowledgment Proof RuleMedicare / IRS exchangesWhen beneficiary alleges corrected or amended IRS tax data, SSA requests applicable IRS acknowledgment, transcript or IRS correction evidence before new initial determination.documented operation2026-10-085R131_E020financial_institution_contact_attributeSSI Redetermination Financial-Institution Office AddressAddress provenance / SSI resourcesSSA-8203-BK collects names and addresses of banks or other organizations holding beneficiary resources; institution address is not recipient residence.documented operation2026-10-085R131_E021permission_controlField-Office SSI Redetermination Financial-Contact Permission CheckSSI resources / external financial exchangePOMS SI 02305.101 directs field offices to request authorization to contact financial institutions during every initiated SSI redetermination.documented operation2026-10-085R131_E022resource_valuation_ruleSSI Financial Resource First-Of-Month Early-Payment ExclusionSSI resources / payment semanticsAn early benefit deposit for a normal next-month SSI payment does not count as a liquid resource on the first of that month in the documented example and rule.documented operation2026-10-085R131_E023notice_productIRMAA Annual Verification Reconsideration Affirmation Notice Type 690Medicare / noticesCurrent POMS describes notice type 690 when SSA upholds annual-verification IRMAA reconsideration despite supplied corrected IRS proof.documented operation2026-10-085R131_E024notice_productIRMAA Annual Verification Reconsideration Reversal Notice Type 700Medicare / noticesCurrent POMS describes notice type 700 when annual-verification IRMAA reconsideration reverses SSA determination; notice includes appeal rights.documented operation2026-10-085R131_E025identity_contact_attributeNumident Suspected-Fraud Application Mailing Address AttributePerson / address provenanceSORN 60-0058 identifies mailing/contact information associated with suspected fraud SSN applications, subject to permitted use and disclosure controls.SORN-documented category2025-11-125R131_E026research_publication_ruleHRS Summary Earnings 2026 Release Excludes Weights FileResearch and administrative-data linkageHRS restricted Respondent Cross-Year Summary Earnings product page explicitly says Social Security Weights file is not included in its data distribution set; contradicts older Atlas distributed_with edge.source-dispute requiring historical version reconciliation2026-04-014Existing R83 relationship says HRS weights distributed with Summary Earnings; neither source gives a common release identifier.R131_E027publication_data_productionOACT Monthly Treasury Trust Fund Financial Source RefreshActuarial / statistical dataTreasury supplies monthly trust-fund operations and investments data that SSA presents through OACT historical finance querying and chart products.documented operation2026-10-085R131_E028identity_verification_controleRPS Video Interview Applicant Identity Verification RuleRepresentative payee / identity nexusFor qualified remote interviews SSA verifies individual applicant information against Numident; for organizational payees verifies agent, organization address, and EIN.documented operation2026-10-085R131_E029identity_match_limitationeRPS Shared Employer Identification Number Nonuniqueness ConstraintRepresentative payee / IRS dataDifferent institutional subdivisions may share a single EIN, while an organization can also have several EINs; management review required when identifying payee organization.documented operation2026-10-085R132_E0001records_categoryDDS Manual Case Control Card RecordsDisability, Records RetentionManual control cards documenting DDS case intake and release. Retain for at least 12 months after final release from DDS.documented_operational_process2026-10-085Manual records category; not a newly observed current electronic application.R132_E0002retention_ruleDDS Consultative Provider Six-Year Audit-Exception Retention ControlDisability, Records RetentionPurge DDS consultative-provider file every six years except records tied to an open audit.documented_operational_process2026-10-085Governance retention requirement on the already-cataloged DDS consultative examination provider file.R132_E0003records_categorySSA DDS Data Acquisition and Response FileDisability, Information ExchangePOMS category containing system-produced tapes, printouts, edits and alerts used for corrections and reconstructing cases.documented_operational_process2026-10-085POMS does not establish current physical media, DB engine, architecture, or actual live deployment of tapes.R132_E0004retention_ruleDDS Data Acquisition and Response File Five-to-Ninety-Day Retention WindowDisability, Records RetentionPOMS specifies a minimum of 5 days for edit corrections and maximum of 90 days for case reconstruction for this DDS file category.documented_operational_process2026-10-085R132_E0005records_categoryDDS Post-Release Nonmedical Residual FileDisability, EvidenceNonmedical material retained after DDS case leaves the DDS, until adjudication and as long as needed.documented_operational_process2026-10-085R132_E0006retention_ruleDDS Nonmedical Residual File Adjudication-Dependent DispositionDisability, Records RetentionRetain nonmedical residual records until claim adjudication; dispose when no longer needed.documented_operational_process2026-10-085R132_E0007data_product_familyDDS Routine Non-Controlled Statistical and Management ReportsDisability, StatisticsRoutine highlights, cost-reduction and other statistical records classified for six-year disposal.documented_operational_process2026-10-085R132_E0008retention_ruleDDS Routine Statistical Report Six-Year Destruction RuleDisability, Records RetentionPOMS directs destruction of DDS routine noncontrolled reports after six years.documented_operational_process2026-10-085R132_E0009retention_ruleDDS Fiscal Voucher and Equipment Records Federal Audit Disposition RuleDisability, Financial GovernanceDDS equipment/supply files, letter of credit transactions and payment voucher records are destroyed following final resolution of federal audit.documented_operational_process2026-10-085R132_E0010retention_ruleDDS General Communication and Reference File Six-Year RuleDisability, Records RetentionPOMS requires destruction of DDS general communications and reference files after six years.documented_operational_process2026-10-085R132_E0011acquisition_controlDDS Major Information Technology Acquisition Central Office Approval GateDisability, ProcurementSSA requires advance written central office approval for major DDS central processor and software acquisitions; new/replacement systems require feasibility and cost-benefit documentation.documented_operational_process2026-10-085Policy requirement, not evidence a specific acquisition occurred.R132_E0012documentation_requirementDDS New or Replacement IT Feasibility and Cost-Benefit DocumentationDisability, ProcurementFeasibility study and cost-benefit analysis required before DDS new/replacement hardware or software system procurement; SSADARS is named as a documented exception.documented_operational_process2026-10-085A mention of SSADARS is not confirmation of October 2026 production deployment.R132_E0013performance_controlDDS Initial Performance Accuracy 90.6 Percent Corrective-Action ThresholdDisability, Program OversightDisability Adjudication works with state DDS to diagnose and remedy initial-performance accuracy below 90.6 percent.documented_operational_process2026-10-085Threshold stated in October 6, 2026 POMS; not interpreted as individual case outcome or error rate.R132_E0014data_domainDDS Performance Monitoring Indicators: Aging, Pending, Time, Staffing and PPWYDisability, Operational AnalyticsSSA reviews processing time, pending workloads, aged cases, staffing levels and production per work year alongside accuracy.documented_operational_process2026-10-085R132_E0015oversight_processDDS Continuous Performance Monitoring and QA Data ReviewDisability, Program OversightDDSs maintain continuous monitoring using management information, QA review results, workflow analysis and collaboration with SSA regional and HQ staff.documented_operational_process2026-10-085No identified product/database implementation in official source.R132_E0016data_product_familyDDS Adjudicator Error and Review-Type Special Management ReportsDisability, Operational AnalyticsDDS management may develop special-purpose error-type, adjudicator-error, CE approval-review and technical-denial review reports.documented_operational_process2026-10-085Optional special reporting capability, not proof these reports are produced uniformly by all DDS.R132_E0017financial_publication_processDDS Quarterly Cumulative SSA-4513 Obligation SubmissionDisability, Grants and FundingState DDS prepares quarterly cumulative, fiscal-year-to-date financial obligation data with SSA-4513 and Addendum; originals sent to SSA Disability Adjudication.documented_operational_process2026-10-085R132_E0018financial_reporting_controlDDS Prior-Fiscal-Year Unliquidated Obligation Separate SubmissionDisability, Grants and FundingEach fiscal year with remaining DDS unliquidated obligations requires a separate quarterly SSA-4513 and related cumulative amounts.documented_operational_process2026-10-085R132_E0019financial_review_processDDS Selected Three-Transaction Accounting or Invoice Validation SampleDisability, Grants and FundingDisability Adjudication randomly selects one state per quarter to submit three state-selected supporting transactions; accounting-system or invoice evidence is reviewed regionally.documented_operational_process2026-10-085No common DDS accounting package identified; example source systems are unspecified state systems or invoices.R132_E0020financial_reporting_controlDDS SSA-4513 Quarter-Close Twenty-Fifth-Day Filing RuleDisability, Grants and FundingOriginal signed SSA-4513 due to SSA Central Office by the 25th day after quarter end; electronic copy to DA Funding Box.documented_operational_process2026-10-085R132_E0021pilot_programBSO January 2026 Responsible Entity Officer and Delegated User Authorization PilotEarnings, Identity and AccessJanuary 10, 2026 pilot of entity-managed Business Services Online access authorizations for Responsible Entity Officers and delegates.pilot_observed_2026_012026-10-085Announcement promises future full rollout; no evidence pilot reached general production or that new physical identity store was deployed.R132_E0022access_roleBusiness Services Online Responsible Entity Officer Delegation RoleEarnings, Identity and AccessBSO new authorization pilot eligibility centers on company Responsible Entity Officer or delegated user participant.pilot_observed_2026_012026-10-085R132_E0023data_attributeHearings and Appeals Case-Control Folder-Number Retrieval KeyHearings and Appeals, RecordsJanuary 2026 SORN 60-0009 describes retrieval by folder number as well as SSN and name.documented_operational_process2026-10-085SORN retrieval method, not evidence of a unique folder-number-only physical primary key.R132_E0024use_restrictionHearings and Appeals Federal Tax Return Information Disclosure LimitationHearings and Appeals, PrivacyHA case-control system records may contain IRS return information, whose authorized sharing remains subject to IRC section 6103.documented_operational_process2026-10-085R132_E0025retention_ruleHearings and Appeals Case-Control NARA Leadership and Legal Retention SchedulesHearings and Appeals, PrivacyThe 2026 SORN references NARA approved retention schedules DAA-0047-2024-0001 and DAA-0047-2022-0003 for categories they cover.documented_operational_process2026-10-085These schedule references do not establish universal duration of every case folder.R132_E0026formSSA-450 SSI Manual Claims Input Data FormRepresentative Payee, Title XVI2018 POMS documents the SSA-450 as a manual alternative together with SSA-1719B for certain SSI representative-payee selections when SSN is unavailable.documented_operational_process2026-10-085Form is documented in POMS; no claim of direct eRPS/SSR synchronization.R132_E0027exception_workflowSSI Representative Payee No-SSN Manual SSR Processing AlternativeRepresentative Payee, Title XVIWhere a payee has no SSN, SSA documents manual SSI payee selection using SSA-1719B or SSA-450 rather than assuming eRPS self-executes SSR transaction.documented_operational_process2026-10-085R132_E0028filing_process_ruleAppeals Council Post-Hearing New Disabling Condition Subsequent-Application ExceptionHearings and Appeals, DisabilityPOMS permits a new disability application in prescribed circumstances involving a post-hearing new critical/disabling condition while AC review remains pending; employees document through SSA-5002 and EDCS appeals communication.documented_operational_process2026-10-084Condition-specific exception; not a general right to submit duplicative claims or automatic EDCS routing.R133_E0001applicationTreasury Online Forms RequestorTOFRPayments and debtSSA Title II program service center request application for Treasury reclamation documents, protests, and abandonment actions, accessed through MAMPSC data input page.documented2026-10-085Application named by SSA POMS; hosting/backend/vendor not specified.R133_E0002data_attributeTreasury Reclamation Ticket IdentifierPayments and debtReclamation ticket number retrieved from the TCIS Claims Detail tab for Treasury documentation requests.documented2026-10-085R133_E0003user_interfaceTCIS Reclamation DashboardPayments and debtTreasury Check Information System dashboard used to retrieve reclamation document images and status; different from TCIS Claims Detail tab.documented2026-10-085R133_E0004interfaceTreasury-to-PSC Web-Paperless Document InterfacePayments and debtDocumented electronic PDF transmission from Treasury into SSA processing-center Paperless through the Web-Paperless interface.documented2026-10-085Transport/security protocol and physical staging data store not documented.R133_E0005work_queuePSC Development Hold FileDHFPayments and debtPaperless action-control holding queue used to diary reclamation-document requests for 30 days and later follow-ups.documented2026-10-085R133_E0006business_processTitle II Reclamation Documentation Request and EscalationPayments and debtPSC checks TCIS and Paperless before requesting absent Treasury reclamation documents through TOFR, then documents and tracks follow-up.documented2026-10-085R133_E0007data_productTreasury FS-133 Notice of ReclamationFS-133Payments and debtTreasury notice of reclamation to the financial institution, used as part of EFT reclamation and debt accounting.documented2026-10-085R133_E0008data_productTreasury FS-135 Request for DebitFS-135Payments and debtTreasury request for debit of a financial institution account in an EFT reclamation workflow.documented2026-10-085R133_E0009formSSA-4208 Reclamation Correction InputSSA-4208Payments and debtSSA processing-center accounting input that records adjustments or credits in Accounts Receivable System following reclamation actions.documented2026-10-085SSA-4208 may be represented on a data-input page; not a new physical database.R133_E0010business_processAbandon Treasury Check ReclamationPayments and debtSSA reverses an incorrectly initiated check reclamation when erroneous death/date of death caused retrieval of due funds.documented2026-10-085R133_E0011business_processAbandon Treasury Electronic Funds ReclamationPayments and debtSeparate electronic funds transfer abandonment workflow that has restrictions when Treasury has already returned funds to SSA.documented2026-10-085R133_E0012data_attributeSSI SSR Underpayment Suppression U-TACTitle XVI and paymentsA U TAC posted to SSR in certain erroneous-death reclamation cases prevents a second incorrect underpayment release.documented2026-10-085R133_E0013data_attributeSSI SSR PMTH Reclamation Credit Payflags 3S/5RTitle XVI and paymentsSSA describes payflag 3 S and payflag 5 R in SSR payment history as codes showing funds credited after reclamation.documented2026-10-085R133_E0014business_processPayment Reclamation Double-Recovery ExceptionPayments and debtReclamation amounts recovered from both a financial institution and another party require reconciliation and potential reversal; not a single normal payment record.documented2026-10-085R133_E0015data_attributePHUS Event 009 Returned CheckPayments and debtReturned Title II Treasury payment generally produces event 009 RET CHECK in the Payment History Update System.documented2026-10-085R133_E0016data_attributeMBR/PHUS Returned Payment BSPA ReductionBSPAPayments and debtA returned Title II payment generally reduces the BSPA amount on MBR and PHUS, subject to exception/manual processing.documented2026-10-085R133_E0017business_ruleTreasury Reclamation FI Response Waiting PeriodPayments and debtFinancial institutions generally have 60 days to respond to an EFT Notice of Reclamation before specified documentation escalations.documented2026-10-085R133_E0018analytical_model2026 SSI Recipient Transition Projection ModelActuarial and statisticalOACT 2026 annual SSI program projections use age/sex recipient and transition tabulations, Social Security area population, and federal payment tabulations.documented2026-10-085Annual report describes a model; product/implementation technology unspecified.R133_E0019data_productSSI Historical Current and Suspended Recipient Age-Sex InputActuarial and statisticalHistorical tabulations of SSI recipients in current-payment and suspense status, separated by age, sex and eligibility category, are input to projections.documented2026-10-085R133_E0020data_productSSI Recipient Status Transition Age-Sex InputActuarial and statisticalHistorical tabulations of entries to and exits from SSI current payment, by eligibility category age and sex, feed OACT projections.documented2026-10-085R133_E0021data_productSSI Historical Federal Payment Age-Sex InputActuarial and statisticalHistorical federal payment totals by SSI eligibility class, age and sex are one of the four principal projection model inputs.documented2026-10-085R133_E0022business_ruleSSI Projection Status Entry/Exit ClassificationActuarial and statisticalSSI model separates entry from new award versus restoration from suspended status; exits include death, excess income, and other suspensions.documented2026-10-085R133_E0023business_processTitle II Medical CDR Reconsideration EDCS-to-DCF/MBR TransferDisability and appealsFor electronically transferred Title II medical CDR reconsiderations, EDCS transfer causes DCF and MBR updates with a five-day verification/manual exception rule.documented2026-10-085R133_E0024user_interfaceEDCS Exclusion Appeal Input ScreenEEAIDisability and appealsEDCS exclusion input screen used to record certain Title II medical CDR appeal requests into the DCF outside the ordinary EDCS appeal case.documented2026-10-085R133_E0025processing_programTitle II Redesign CDR Appeal Background ProgramT2RDisability and appealsDocumented background program receives DCF appeal information and can update MBR in Title II CDR exception pathways.documented2026-10-085Do not infer software language, scheduler, hosting or all-case coverage.R133_E0026work_controlDCF ALJT2EX CDR Hearing Appeal TickleALJT2EXDisability and appealsDCF follow-up tickle for certain Title II excluded CDR hearing appeals, which may be absent from the DCF pending file and MI Central.documented2026-10-085R133_E0027vendorGeneral Dynamics Information Technology, Inc.GDITProcurementFederal contractor named in SSA Office of Acquisition and Grants November 2023 historical award listing.historical_award_observed2026-10-085Source establishes recipient of award, not installed technology or 2026 contract active status.R133_E0028contractSSA GDIT Database Platform Support Task Order 28321323FDX030127ProcurementSSA OAG lists task order under GS-35F-393CA on July 6, 2023, obligation $464,508, PSC DH01, scheduled completion June 8, 2028.historical_award_observed2026-10-085November 2 2023 record; listed completion is planned, not proof work remained active or software deployed in 2026.R133_E0029contractSSA IBM Data Center Products Task Order 28321322FDS030217ProcurementSSA OAG lists IBM delivery/task order under SS00-16-60010 on September 9, 2022, obligation $64,000,000, data-center hardware PSC 7C20, scheduled completion March 31, 2026.historical_award_observed2026-10-085Does not specify model, architecture, actual installed hardware, or current hosting.R134_E0001eligibility_ruleOctober 2026 Medicaid Federal Matching Noncitizen Eligibility RestrictionTitle XVI / MedicaidFederal financial participation for Medicaid coverage generally limited to qualifying residence and citizenship/immigration categories, with specified exceptions.effective_2026-10-012026-10-095Policy constrains federal financial participation; does not by itself establish new automated SSA eligibility determination or new data exchange.R134_E0002eligibility_ruleJanuary 2027 SSI-Related Medicaid Two-Month Retroactivity LimitTitle XVI / MedicaidDocumented prospective reduction in retroactive Medicaid eligibility window for qualifying SSI/State supplement cases from three months to two months.prospective_not_yet_effective2026-10-095Effective 2027-01-01; not deployed as of 2026-10-09.R134_E0003identity_ruleNumident Employment Authorization Does Not Prove Current Title II Lawful PresencePerson/Identity Nexus / Title IINumident IDN H code shows permanent work authorization as of enumeration, but SSA requires independent current lawful-presence evidence or qualifying previous benefit proof.documented_current_policy2026-10-095R134_E0004evidence_ruleDHS SAVE Verification Response Documentary Evidence Retention GatePerson/Identity Nexus / DHSImmigration documents and SAVE results are retained in electronic folder; evidence flags and supporting foreign identifiers must be separately documented for claims, rather than treating the response as automatic Numident change.documented_current_policy2026-10-095R134_E0005business_processDHS SAVE Inconclusive Response Additional Verification DecisionPerson/Identity Nexus / DHSWhen online SAVE status cannot establish relevant lawful presence, SSA follows additional verification including documentary review or G-845 where instructed.documented_current_policy2026-10-095R134_E0006authorization_ruleSSA-8510 Pen-and-Ink Signature and Non-Attestation RequirementTitle XVI / Evidence / IdentitySSA POMS SI 00601.100 expressly requires ink signature for SSA-8510 and prohibits replacing consent with claim attestation.documented_current_policy2026-10-095Public SSA Forms also lists electronic submission with additional identity verification: a scanned wet-signed submission could satisfy both. No finding that direct electronic signing is acceptable.R134_E0007user_interfaceSSI Claims Personal Information Authorization Documentation PageTitle XVI / Evidence / IdentityWeb page where employees document that a separately signed SSA-8510 authorization was secured; not itself an electronic SSA-8510.documented_current_policy2026-10-095R134_E0008authorization_ruleSSA-8510 Separate Authorization Per External SourceTitle XVI / EvidenceSSA directs employees to obtain one authorization for each third party requiring consent and restricts requests to identified sources/events.documented_current_policy2026-10-095R134_E0009authorization_ruleSSA-8510 Third-Party Authorization Source ExceptionsTitle XVI / EvidencePOMS separates SSA-8510 from SSA-4641 financial institution, SSA-8240 payroll data, and SSA-827 medical authorizations.documented_current_policy2026-10-095R134_E0010claims_ruleSSI N05 Historical Unconfirmed Eligibility After Good-Faith Evidence ExhaustionTitle XVI / ClaimsN05 can classify a past nonpayment period with good faith claimant action and exhaustive SSA development when precise past eligibility or amount cannot be confirmed; not an ongoing initial-claim status.documented_current_policy2026-10-095R134_E0011work_controlSSI Initial Claim Evidence Request Thirty-Day and Incremental Extension RuleTitle XVI / EvidenceSSA normally affords 30 days following SSA-L8009-U3 evidence request and may grant case-specific additional periods in increments up to 30 days.documented_current_policy2026-10-095R134_E0012work_controlDDS Consultative Examination Provider and Fee Schedule Annual November 15 Submission DeadlineDisability / DDS OversightDDS providers list and current CE/MER fee schedules submitted within 45 days of the fiscal year end, generally by November 15.documented_current_policy2026-10-095R134_E0013data_domainDDS CE Annual Provider Fraud Credential Complaint and Site-Visit Oversight ContentDisability / DDS OversightAnnual CE report covers complaints, provider fraud findings, credentials, onsite visits, quality reviews, provider-count shifts and fee changes.documented_current_policy2026-10-095R134_E0014address_provenance_ruleIRS Form 3857 SSN-Identity Case Postal Address Discovery LeadAddress Provenance / IRS / USPSWhen IRS requests taxpayer SSN reconciliation and a current postal address is needed, SSA may contact USPS using SSA-L2001; USPS output is a development lead, not documented master-record posting.documented_current_policy2026-10-095Source dates from 2025; no persistence duration, auto MBR/SSR/Numident update path, or retention inference.R134_E0015data_catalogSSA Authoritative Primary Data Asset InventoryEnterprise Data / PublicationAgency published comprehensive inventory of primary originating data assets and public endpoints, with CSV and JSON distributions, with no publication date established on the portal landing page.public_snapshot2026-10-095Inventory listing is catalog metadata, not evidence of physical authoritative databases for each item.R134_E0016public_data_productSSA Open Data Asset Inventory CSV DistributionEnterprise Data / PublicationPublic downloadable CSV representation of the SSA comprehensive primary data-asset inventory.published_asset2026-10-095R134_E0017public_data_productSSA Open Data Asset Inventory JSON DistributionEnterprise Data / PublicationPublic downloadable JSON representation of the SSA comprehensive primary data-asset inventory.published_asset2026-10-095R134_E0018contractSSA Leidos ITSSC Systems Task Order 28321322FDS030130Procurement / IT SystemsJune 30, 2022, Leidos ITSSC systems task order, federal-award record identifies SSA award, duration and value; precise system stack and application-by-application responsibility are not specified.historical_award_observed_20262026-10-095USAspending indexed result showed circa $1.063B obligated and potential $1.204B; values are an observation snapshot, not fixed status or spend by district; parent contract SS001760016.R134_E0019organizationDeloitte Consulting LLPProcurement / CybersecurityContractor receiving SSA February 2025 organization-wide Cyber Security Risk Management program services task order.federal_contract_vendor2026-10-095R134_E0020governance_programSSA Cyber Security Risk Management Integrated ProgramCybersecurity / GovernanceOrganization-wide CSRM program for leaders and executives to prioritize cyber risk; award description does not establish use of any particular vendor software.contract_scope_documented2025-02-145R134_E0021contractSSA Deloitte CSRM Task Order 28321325FDX030061Procurement / CybersecuritySSA 2025 Cybersecurity Risk Management consulting delivery order to Deloitte with about $611,391 obligated in federal-award record.completed_historical_award2025-03-145One-month performance Feb 14 to Mar 14 2025 per USAspending award record; no inferred technology deployment.R134_E0022policy_updateOctober 2026 Compassionate Allowances Fourteen-Condition AdditionDisability / CALPublic SSA October 2026 update documents 14 additional severe-condition CAL classifications, bringing published list to 314.announced_as_of_2026-10-012026-10-015CAL software flagging is confirmed generally; exact case-routing implementation not public. A CAL flag does not mean automatic award.R135_E0001formCMS-2728-U3 End-Stage Renal Disease Medical Evidence ReportCMS-2728-U3Medicare / Medical EvidenceFacility-signed form reporting dialysis/transplant dates and ESRD evidence; available paper or electronic printout.documented_in_2026_poms2026-10-095R135_E0002applicationESRD Network Standard Information Management SystemsSIMSCMS / Health Data ExchangePOMS names Standard Information Management Systems for ESRD Network entry of CMS-2728 information.documented_not_current_deployment_verified2026-10-094Do not infer hosting, vendor, database, API, direct SSA integration or continuing deployment.R135_E0003organizationCMS End-Stage Renal Disease NetworksESRD NetworksCMS / External PartnersDesignated networks receive facility CMS-2728 copies and enter information through SIMS.documented_in_2026_poms2026-10-095R135_E0004data_productESRD Medicare Dialysis, Transplant and Training DatesESRD clinical event datesMedicare / Claims EvidenceCMS-2728 has dialysis, transplant, self-training dates used to establish Medicare eligibility.documented2026-10-095R135_E0005business_processESRD Medicare Field Office to Processing Center 7 AdjudicationESRD PC7Medicare / Title IIEnd-stage renal disease Medicare claim developed in FO using MCS or CMS-43 and referred to PC7; earnings limitations may require A101.documented_policy2026-10-095R135_E0006formCMS-43 Application for Health Insurance Benefits Under Medicare for Chronic Renal DiseaseCMS-43Medicare / Claims IntakePaper ESRD Medicare application entered into MCS by SSA field office.documented_policy2026-10-095R135_E0007user_interfaceMCS HIKD Kidney Dialysis and Transplant ScreenHIKDMedicare / Claims IntakeMCS claims screen records relevant dialysis, transplant and training dates.documented_policy2026-10-095R135_E0008user_interfaceMCS ESRD Claim Input ScreenESRD screenMedicare / Claims IntakeMCS screen identifies filing under claimant, spouse or parent insured status for ESRD Medicare.documented_policy2026-10-095R135_E0009data_attributeMCS ESRD Cross-Reference SSN and Own-SSN RuleESRD own SSN and IDN2Person / Identity NexusESRD claim starts under claimant own SSN while cross-referencing other entitlement account and spouse or parent insured record.documented_policy2026-10-095R135_E0010business_ruleCMS-2728 ESRD Medicare Protective Writing DecisionESRD protective writingMedicare / Claims PolicyA CMS-2728 can be protective writing when specific filing-intent requirements met; otherwise no protective filing is established.documented_policy2026-10-095R135_E0011organizationSSA Processing Center 7 for ESRD MedicarePC7Medicare / ProcessingSSA POMS assigns Medicare ESRD adjudication jurisdiction to Processing Center 7.documented_policy2026-10-095R135_E0012formSSA A101 ESRD Earnings Computation Processing InputA101Medicare / Manual ExceptionsManual A101 required for ESRD Medicare claims in documented MCS earnings computation limitation.documented_policy2026-10-095R135_E0013business_ruleSSI Emergency Advance Same-Day MSSICS-to-SSR Posting ControlEAP same-dayTitle XVI / Payment ControlEAP and IP must be established, approved and posted to SSR on same day before TPPS debit card issuance; otherwise overnight propagation issue.documented_policy2026-10-095R135_E0014data_productSSI USDC Emergency Payment Evidence Portal ReceiptSSA-8102 electronic copyTitle XVI / Payment EvidenceSigned SSA-8102 file copy scanned/uploaded via Evidence Portal after USDC issuance; cashier copy retained for TPPS audit.documented_policy2026-10-095R135_E0015governance_ruleRZwiz NDNH Data Electronic Folder Redaction RequirementNDNH RZwiz redactionTitle XVI / PrivacyWhen RZwiz worksheet is retained in electronic folder, remove the NDNH query and any NDNH data from saved worksheet.documented_policy2026-10-095R135_E0016data_productRZwiz Multi-SSN SSI Redetermination Review SheetRZwiz worksheetTitle XVI / Identity EvidenceRZwiz creates side-by-side worksheet from SSID, DEQY, SEQY and NDNH for SSNs associated with an SSR case; may be discarded after interview.documented_policy2026-10-095R135_E0017business_processIRS SSI Alert Payer EIN Identification via DEQYIRS payer EIN developmentAddress Provenance / IRSFor blank or implausible payer name/address in IRS match, obtain DEQY using payer EIN rather than requesting name/address data from IRS.documented_policy2026-10-095R135_E0018data_attributeIRS Alert Payer Name and Address Investigative LeadIRS payer address leadAddress Provenance / External DataPayer contact attributes on an IRS unearned-income alert used only to identify transaction source, not current SSI claimant residence.documented_policy2026-10-095R135_E0019business_ruleSSI Bank Account Title Versus Legally Accessible Resourcesaccount ownership verificationTitle XVI / Financial ResourcesAFI ownership/title indicators require development of withdrawal rights, court restrictions and other factors before funds count as SSI resources.documented_policy2026-10-095R135_E0020publication_ruleHRS April 2026 Respondent Benefits Excludes Social Security Weights FileHRS 2026 benefits weights exclusionResearch / Administrative LinkageApril 2026 HRS Benefits product explicitly excludes Social Security Weights file; earlier Atlas distribution-with edge conflicts by release and requires dating.documented_policy2026-10-095R135_E0021data_productHRS 2022 Tracker Weights File Separate October 2026 ReleaseHRS Tracker Weights v1Research / Data ProductsHRS moved general tracker weights from Tracker File to separate Tracker Weights File beginning October 6, 2026; different from SSA restricted Social Security Weights.documented_policy2026-10-095R135_E0022governance_ruleHRS Linked SSA Benefits Geographic Merge RestrictionHRS census division restrictionResearch / PrivacyHRS restrictions prohibit merging SSA-linked administrative data with geographic indicators below Census Division or other restricted datasets without permission.documented_policy2026-10-095R136_E0001noticeIRS First Backup Withholding B Noticeperson/identityIRS mismatch notice relayed through a payer; the first notice can lead to taxpayer W-9 correction.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0002noticeIRS Second Backup Withholding B Noticeperson/identitySecond mismatch notice; SSA staff can resend current Numident information through SSNAP.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0003business_processSSNAP IRS Update Transactionidentity/NumidentExplicit SSNAP action sending current Numident identifying data to IRS, creating a new Numident iteration; no beneficiary address-update inference.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0004data_change_eventIRS Update Numident New Iteration Eventidentity/NumidentA procedural IRS Update in SSNAP creates a new Numident iteration even if the most recent Numident information was correct.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0005business_ruleB-Notice SSN Versus EIN Classificationperson/identitySSA must distinguish SSN from EIN including cases involving sole proprietorships; nine-digit values are not interchangeable.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0006business_processCMS State Buy-In Problem Email EscalationMedicare/external exchangeAs of April 1 2026, state buy-in exceptions are submitted by email to the CMS designated mailbox rather than physical CMS-1957.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0007organizationCMS Division of Medicare System Exceptions and InterfacesMedicare/external exchangeCMS Medicare Ombudsman Group division designated to receive state buy-in problem escalations.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0008work_controlCMS Buy-In Problem Follow-Up Holding FileMedicare/external exchangeSSA servicing district or branch offices retain a problem-case control copy with approximately 30-business-day follow-up.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0009business_ruleCMS-1957 Physical Form Retirement RuleMedicare/external exchangeCMS no longer uses physical CMS-1957 beginning April 1 2026; historic form remains cataloged.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0010transactionHealth Insurance Replacement Card Request HCRQMedicare/addressRequest used by SSA to reissue Medicare cards; retyped address fields can transmit a card-address value to CMS without changing CMS records.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0011query_screenHIQR Medicare Address Inquiry Screen ADDRMedicare/addressHI/SMI query flow exposes CMS address via QRHI ADDR screen for reconciliation against the MBR.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0012business_ruleMedicare Card Mailing Address versus CMS Record BoundaryMedicare/addressHCRQ request may pass an address for card mailing but expressly does not update CMS records when MBR is correct and CMS address is wrong.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0013formCMS-2178-U2 Medicare Entitlement Problem ReferralMedicare/external exchangeReferral used if Medicare enrollment/card interface cannot be reconciled through SSA actions.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0014external_data_storeState Medicaid Eligibility FileMedicare/external exchangeState-held eligibility record used to compare SSA State Data Exchange public welfare accretions.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0015business_rulePublic Welfare Accretion Two-Month State Protest ControlMedicare/external exchangeA state has two months after notification to annul a wrong accretion or establish a closed buy-in period.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0016business_ruleSSI ABLE Matched State Balance Auto-Update RuleTitle XVI/financialOnce ABLE account information is documented, subsequent matching State reports automatically update account balance information in SSI Claims.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0017business_ruleSSI ABLE New-Account Match DispositionTitle XVI/financialPending State new-account data requires update/add/reject/decide-later action; decide-later must be resolved before closing certain case events.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0018capability_limitSSI ABLE State Distribution Data Not Yet AvailableTitle XVI/financialAs of observed POMS release, distributions are not available from the State ABLE exchange until a future systems release.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0019work_controlCDR Five-Day Master-Record Update Controldisability/appealsDCF CDR Development Worksheet tickle of five days; verify SSR and MBR propagation and use manual exception action as needed.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0020capability_limitCDR Appeal MI Central Only Exclusion Visibilitydisability/appealsAppeals excluded from EDCS may be trackable in MI Central but not visible in EDCS.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0021business_ruleCDR Title II DIBCESS PCACS Follow-Up Gatedisability/paymentsIf Title II MBR does not update within five days, staff examine DIBCESS PCACS issue, possible THIS exception, then escalate or manually correct.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0022business_ruleStatutory Benefit Continuation Debt Finality GateTitle II/payments/debtContinuation payments following medical cessation cannot be treated as overpayment until adverse determination is administratively final.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0023business_ruleTitle II Overpayment Advance-Notice Collection HoldTitle II/payments/debtAdvance notice with at least 30-day recovery window; timely debtor response can stop collection.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0024business_ruleTitle II Inadequate Overpayment Notice Refund CorrectionTitle II/payments/debtInadequate notice requires replacement notice, refund of previously withheld amounts, and revised recovery/balance control.documented 2026-10-092026-10-095Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R136_E0025data_domainDOS Passport Application SSN Verification Attribute Setidentity/external exchangeDepartment of State passport verification request may include name, SSN, date of birth, sex and other identity information; does not imply DOS-to-Numident updates.documented 2026-10-092026-10-094Scope bound to cited policy and its effective date; does not establish undisclosed hosting, storage or interface transport.R137_E0001external_interface_configurationeCBSV External OIDC Issuer Configurationidentity/external exchangePermitted entities configure OpenID Connect issuer and OAuth 2.0 settings for authenticating and authorizing external eCBSV access.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0002identity_claimeCBSV OpenID Assertion End-User Permissionsidentity/external exchangeExternal permitted entity manages end-user permissions, which are supplied as attributes in its OpenID Connect assertion.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0003test_registration_attributeeCBSV ETE OAuth Client Identifieridentity/external exchangeSSA returns an External Testing Environment OAuth client ID after successful test-environment OIDC issuer registration.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0004testing_constrainteCBSV ETE High-Volume Performance Test Prohibitionidentity/external exchangeSSA states its External Testing Environment is not for high-volume performance testing.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0005exchange_payloadeCBSV Verification Result Mismatch and Death Fieldsidentity/external exchangeSSA verification API returns yes/no, nonmatching data element explanation, and a death indicator when SSA records show death.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0006documented_external_interface_technologyeCBSV REST JSON and JWT OAuth Security Stackidentity/external exchangeSSA identifies OIDC, OAuth 2.0, JWT, JSON REST and JSON Web Encryption as relevant external technical concepts for directly integrated permitted entities.documented / applicability bounded to cited source2026-10-094Applies to published external eCBSV API, not a general SSA enterprise infrastructure claim.R137_E0007federal_agencySocial Security Administration (SSA)agency/governanceUnited States federal agency administering Social Security programs and providing intergovernmental administrative data under authorized agreements.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0008exchange_governance_requirementCMA and IEA/F Dual Agreement Requirement for Federally Funded State Programsexternal exchangeState recipients of SSA data for federally funded state-administered programs must execute both a Computer Matching Agreement and IEA/F.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0009agreement_typeReimbursable IEA State-Funded Program Agreementexternal exchangeR-IEA governs state access to SSA data for state-funded, state-administered benefit programs.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0010agreement_typeState Transmission Component Transfer Agreementexternal exchangeA separate STC agreement documents transfer/data flow terms and safeguards when an approved state agency receives SSA data through a State Transmission/Transfer Component.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0011request_channelState SSA-157 Online Data Exchange Intakeexternal exchangeSSA identifies an online SSA-157 Data Exchange Request Form for state, Tribal and territorial exchange inquiries.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0012assessment_domainCSCRA Foreign Ownership Control and Influence Risk Topicprocurement/securitySSA CSCRA questionnaire examines foreign ownership, control, and influence of third-party vendors and providers.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0013assessment_domainCSCRA Offshore Labor and Remote Support Risk Topicprocurement/securitySSA CSCRA questionnaire reviews non-US labor and remote service, maintenance and support locations.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0014assessment_domainCSCRA Counterfeit Product and Imported Parts Risk Topicprocurement/securitySSA CSCRA questionnaire reviews imported products and parts and counterfeit incident history.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0015acquisition_security_controlCSCRA Contractor Eligibility and Mitigating Controls Decisionprocurement/securityPreaward cybersecurity supply chain assessment informs vendor eligibility and required risk-mitigating controls.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0016postaward_security_controlCSCRM Third-Party Postaward Lifecycle Risk Reviewprocurement/securityAfter award, SSA tracks third-party risk through onboarding, ongoing contract performance, and contract completion.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0017oversight_findingGAO FY2024 SSA IT Operations Investment Board Oversight Gapprocurement/IT governanceGAO found SSA IT Investment Review Board lacked a defined process to review operations/maintenance, infrastructure and cybersecurity investments representing about 90% of FY2024 IT spending.documented / applicability bounded to cited source2026-10-095GAO public 2025 finding; not a current FY2026 remediation-completion assertion.R137_E0018oversight_findingGAO FY2022-2024 IT Development Investment Performance Documentation Deficiencyprocurement/IT governanceGAO found incomplete ROI, value realization and performance evidence for selected developments in FY2022-2024 review.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0019governance_recommendationGAO Operations IT Investment Operational Analysis Recommendationprocurement/IT governanceGAO recommended regular investment analyses and an operations review process; January 2026 SSA responses described intended actions, not proven completion.documented / applicability bounded to cited source2026-10-095Status observed on the GAO page as open following January 2026 planned corrective action.R137_E0020public_statistical_data_productOACT Disabled-Worker Applications Awards Payments and Terminations Time Seriesactuarial/statisticalOACT publishes disabled-worker data by calendar year, quarter and month on field office receipts, initial DDS receipts, awards, beneficiaries in current payment, terminations and termination rates.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0021reporting_period_ruleOACT Disabled-Worker Weekly Applications Reporting Calendaractuarial/statisticalDisabled-worker application workload is tabulated weekly; month has four or five weeks and quarter can have twelve or fourteen weeks, affecting apparent monthly movement.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0022statistical_interpretation_ruleOACT Disabled-Worker Awards-to-Applications Noncohort Ratio Limitationactuarial/statisticalOACT cautions same-period awards divided by applications is a crude ratio, not application-cohort allowance rate, because awards can stem from prior periods.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0023statistical_methodOACT Disabled-Worker Calculated Termination Rate Methodactuarial/statisticalOACT estimates terminations using change in entitled population and awards, with denominator approximated as beginning entitled population plus half awards during period.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0024statistical_quality_noteOACT Disability Awards Unedited Duplicate Warningactuarial/statisticalOACT warns unedited award data may include duplicate cases; award-data caveat applies particularly to data before 2014.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0025advisory_recommendationSSAB Proposed Recipient-Viewable SSI Case Facts SnapshotTitle XVI/modernizationSSAB proposed that beneficiaries and representatives be able to view SSI case facts and report processing status; no deployed SSI record portal is established.proposed, not verified deployed2026-10-095Recommendation as of July 25, 2026, not system in production.R137_E0026advisory_recommendationSSAB Proposed SSI Multi-Category Reporting Mobile ApplicationTitle XVI/modernizationSSAB proposed mobile SSI reporting of income, resources and living arrangements beyond existing monthly wage submission.proposed, not verified deployed2026-10-095Advisory recommendation, not a product deployment.R137_E0027advisory_findingSSAB Reported SSI Nonwage Change Reporting Digital Capability GapTitle XVI/modernizationSSAB July 2026 found recipients could not view full SSI record or verify change processing and online change reporting was limited relative to routine categories.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0028logical_transaction_captureOnline Title II Change-of-Address Submitted Transaction Captureperson/address provenanceOfficial SSA Open Data states internet changes are sent to an unnamed database, subsequently update MBR, and transactions are stored in agency data stores and warehouses for volume reporting.documented / applicability bounded to cited source2026-10-095Publication does not identify a particular database technology or guarantee real-time posting.R137_E0029logical_transaction_captureOnline Title II Direct Deposit Change Transaction CaptureTitle II/paymentsOfficial SSA Open Data states eligible beneficiary online direct-deposit updates are sent to a database, update MBR, and are captured in data stores/warehouses for aggregate reporting.documented / applicability bounded to cited source2026-10-095No specific physical staging or transport technology established.R137_E0030data_attribute_groupSSI Financial Institution Account Name Address and Exact Designation Recordaddress provenance/Title XVIPOMS instructs technicians to document financial institution name and address, account numbers and exact designation on SSI Claims Financial Institution Accounts page. These are bank, not claimant, addresses.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0031privacy_procedureAFI Automated Telephone Account Security Self-Entry ControlTitle XVI/securityWhen FI automated phone verification needs security answers or PIN, account holder enters them directly; SSA technician must not request them and must stop methods that compromise credentials.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0032data_request_optione4641 Interest Verification Request ControlTitle XVI/resourcesTechnician can request interest information through eAFI and e4641 interest selection; paper SSA-4641 has its own interest selection rule.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0033actuarial_time_dimensionOACT 2026 Mortality Historical-versus-Projected Cutoffactuarial/statistical2026 Trustees downloadable death probabilities and period life tables separate historical 1900–2023 data from projections for 2024–2100 across three alternative assumption sets.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0034actuarial_statistical_ruleOACT 2026 Cohort Life Table Birth-Year Reference Ruleactuarial/statisticalCohort life tables use birth year and survival probabilities at successive attained ages, whereas period life tables represent a single calendar-year mortality experience.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R137_E0035interface_query_availabilitySSI IRS 5B Alert Most-Recent-Two-Tax-Year Availability WindowIRS/Title XVI/address provenancePOMS SI 02310.045 documents most recent two IRS information years in an interface database retrievable through SUMS/MCAS MI Central and SSTNG. This is a query window, not a deletion-retention rule for IRS master data.documented / applicability bounded to cited source2026-10-095No inference of undocumentated hosting, database, transport, automatic master-record updates, or current deployment.R138_E0001documented_business_processMedical Folder Multi-System Query ReconciliationDisability/evidenceWhen a medical folder cannot be found, employees compare FACT, PCACS, DDSQ, NUMI, OHAQ, QRSL, SSI and MCS development and work history, including other SSNs and prior records.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0002data_attributeOffline CCTL Up-to-Six SSI Folder Location HistoryEvidence/folder provenanceThe Offline CCTL 8028/AR25 query can provide up to six previous SSI folder location entries to find a folder whose current location field is wrong.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0003data_quality_constraintSSI CCTL Single-Line Location Overwrite LimitationEvidence/folder provenanceThe case-control line can show the most recent folder location for multiple SSI records and can overwrite an older folder location, so the displayed current location may omit earlier file movement.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0004data_quality_constraintPCACS Field-Office Folder Movement Date LimitationEvidence/folder provenanceFO input to PCACS may change a folder location without changing its date; the processing-center control record may not exist until the folder arrives at a PC or OCO.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0005address_provenance_constraintMedical Folder Search MBR/SSID Address Movement CluePerson/Address and EvidenceFolder searches may review MBR change-of-address history, SSID TRANS and QRSL Address Query to infer a prior servicing field office; location history is not automatically a verified current residence.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0006identity_linkage_ruleMedical Folder HUN/FUN and Previous-Spouse Cross-Reference SearchPerson/Identity NexusSSA directs folder investigators to search current and historical Housed Under Number and File Under Number, including an ex-spouse or parent SSN, to locate a disability file outside the claimant own SSN record.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0007legal_use_constraintIRS Tax-Administration MBR Address Disclosure Routine-Use GateAddress Provenance/IRS dataAn IRS tax-administration request for MBR benefit information including a stored address requires a valid IRS request and applicable MBR system-of-records routine use; SSA Privacy Act personnel coordinate disclosure.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0008documented_access_windowIRS Prior Ten-Year Federal Tax Information Retrieval in SSA SystemsIRS Data and GovernancePOMS GN 03313.060 says IRS can retrieve federal tax information within SSA systems, such as 1099s, W-2s and W-3s, within the last ten years without contacting SSA; its specific interface, retention and permissions are not documented here.documented2026-10-095A stated ten-year retrieval scope is not a verified universal retention requirement and is not equivalent to the SSI/IRS 5B two-most-recent-tax-years interface lookup window.R138_E0009external_information_returnIRS Form 8955-SSA Deferred Vested Participant ReportIRS/PensionsEmployer-plan data reported on Form 8955-SSA supplies a three-digit plan number and nine-digit EIN to identify pension plans for deferred vested participant notices.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0010publication_or_noticeSSA-L99-C1 Notice of Potential Private Retirement BenefitTitle II / External IRS informationSSA sends an SSA-L99-C1 notice with potential private deferred vested pension information supplied via IRS, on request or automatically upon a Social Security claim.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0011third_party_addressPrivate Pension Plan Administrator Mailing Address in IRS-Sourced SSA-L99-C1Address Provenance/IRS dataThe notice includes the pension plan administrator name and address furnished with the IRS information; this is the employer-plan contact, not evidence of a beneficiary mailing or residence address.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0012external_identifierIRS Form 8955-SSA Twelve-Digit Plan IdentifierPerson/Identity and PensionsFor retrieval, SSA combines the 3-digit plan number and 9-digit EIN supplied on Form 8955-SSA to create a 12-digit plan identifier.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0013address_provenance_constraintOASDI County Geography Representative-Payee Address CaveatGeographic statistical publicationFor OASDI beneficiaries with representative payees, annual state/county tables designate the location of the representative payee, not necessarily the beneficiary residence.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0014statistical_transformation_ruleOASDI County Disclosure-Controlled Rounding and Dollar ReweightingStatistical data productTables 4 and 5 protect small populations by controlled rounding county beneficiary counts to multiples of five, followed by proportional benefit-dollar adjustment; state totals remain true totals.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0015statistical_data_productOASDI State and County Flattened 1999-2025 Time SeriesPublic data and statistical publicationSSA publishes beta CSV and JSON 1999-to-latest flattened longitudinal tables 1 through 5, regenerated from annual HTML archives following corrections, with JSON field and metadata definitions.documented2026-10-095Years through 2025 on observation date. Dataset is refreshed annually and JSON schema/ids are explicitly beta; do not infer an internal database or ETL technology.R138_E0016publication_pipelineOASDI Annual HTML-to-Flat-Series RegenerationPublic data and statistical publicationSSA states flattened OASDI CSV/JSON files are regenerated annually from archived annual HTML tables, including post-release corrections, rather than preserved immutable once published.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0017data_semantics_ruleOASDI Flattened Series ANSI County-Code Historic Null and String HandlingPublic data and statistical publicationFlattened OASDI files insert null ANSI codes for years before 2008 and store 2-digit state and 5-digit county identifiers as strings preserving leading zeroes.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0018data_contract_caveatOASDI Flattened Series Beta Schema Evolution WarningPublic data and statistical publicationSSA warns flattened series metadata and measure or dimension identifiers can change as the beta publication format develops.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0019statistical_tableOASDI Flattened State-County Table 1 Machine-Readable ProductPublic data and statistical publicationOASDI state/county Table 1 is available as a year-spanning JSON and CSV flattened time series; annual HTML, not individual record data, is the documented input.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0020statistical_tableOASDI Flattened State-County Table 2 Machine-Readable ProductPublic data and statistical publicationOASDI state/county Table 2 is available as a year-spanning JSON and CSV flattened time series; annual HTML, not individual record data, is the documented input.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0021statistical_tableOASDI Flattened State-County Table 3 Machine-Readable ProductPublic data and statistical publicationOASDI state/county Table 3 is available as a year-spanning JSON and CSV flattened time series; annual HTML, not individual record data, is the documented input.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0022statistical_tableOASDI Flattened State-County Table 4 Machine-Readable ProductPublic data and statistical publicationOASDI state/county Table 4 is available as a year-spanning JSON and CSV flattened time series; annual HTML, not individual record data, is the documented input.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0023statistical_tableOASDI Flattened State-County Table 5 Machine-Readable ProductPublic data and statistical publicationOASDI state/county Table 5 is available as a year-spanning JSON and CSV flattened time series; annual HTML, not individual record data, is the documented input.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0024coverage_ruleSSI County Statistical Exclusion of State-Administered Supplement PaymentsTitle XVI/Public statisticsThe SSI by-state-and-county publication covers federal and federally administered state supplements; it excludes payments made under state-administered supplementation.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0025statistical_transformation_ruleSSI County Statistical Suppression and County Versus State Total DifferenceTitle XVI/Public statisticsSSI county values may be suppressed to protect individuals. States include suppressed values in totals; county payment sums may not equal state values due to rounding and unrounded computations.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0026statistical_data_productSSI State and County Flattened 1998-2025 Time SeriesTitle XVI/Public dataSSI by-state-and-county beta flattened JSON/CSV includes tables 1 and 3 from 1998 onward and Table 2 from 1999 onward; available years extend through latest 2025 release.documented2026-10-095Table 4 remains excluded from flat files because inconsistent structure across editions prevents straightforward concatenation.R138_E0027publication_pipelineSSI Annual HTML-to-Flat-Series RegenerationTitle XVI/Public dataSSA annually rebuilds the SSI flattened CSV/JSON series from the complete historical HTML archive including corrections.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0028publication_limitationSSI Optional State Supplement Table 4 No Flattened FileTitle XVI/Public dataThe annual SSI county report includes federally administered optional state supplementation Table 4, but SSA has not released a flat cross-year Table 4 due to historical table structure variations.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0029data_semantics_ruleSSI Flat Series ANSI Code and Suppression Sentinel SemanticsTitle XVI/Public dataBefore 2009 ANSI county codes are null; state and county ANSI codes are string fields. Suppressed numeric measures are string X, and cross-year historical footnotes are standardized.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0030statistical_tableSSI Flattened State-County Table 1 Machine-Readable ProductTitle XVI/Public dataSSI by-state-and-county Table 1 public JSON and CSV flattened historical annual series; not an individual SSI claimant record.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0031statistical_tableSSI Flattened State-County Table 2 Machine-Readable ProductTitle XVI/Public dataSSI by-state-and-county Table 2 public JSON and CSV flattened historical annual series; not an individual SSI claimant record.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0032statistical_tableSSI Flattened State-County Table 3 Machine-Readable ProductTitle XVI/Public dataSSI by-state-and-county Table 3 public JSON and CSV flattened historical annual series; not an individual SSI claimant record.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0033quality_assurance_sampling_processRSDI Quality Review Monthly MBR Transaction SampleProgram integrity/Title IISSA Quality Review randomly selects monthly cases from recently processed RSDI transactions or MBR updates, and reviewers verify eligibility, payments and documentary or external evidence.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0034security_and_fraud_workflowRSDI Quality Review Interviewer Verification and ARIS ReferralPerson/Identity and Program integrityWhen beneficiaries verify a purported quality review contact, FO personnel may check employee identity using the Outlook Global Address List; suspicious contacts are referred through the Allegation Referral Intake System.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0035quality_assurance_workflowSSA-93 Corrective Action Ninety-Day Deadline and Extension RecordQuality review/program integrityServicing FO or PC corrects SSA-93-reported deficiencies within 90 days; authorized regional/OCO officials can approve documented extensions through SSA-93 website, which retains requests for audit.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0036quality_assurance_workflowSSA-93 Rebuttal Forty-Five-Day WindowQuality review/program integrityOffice disputing SSA-93 finding files a rebuttal through the quality review website within 45 calendar days and takes corrective action within 90 days of final rebuttal decision.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0037quality_assurance_monitoringSSA-93 High-Risk Completed Correction RecheckQuality review/program integrityQuality Review centrally examines cases flagged high risk when FO/PC mark corrections complete; website issues automated follow-ups every 15 days when work remains incomplete.documented2026-10-095Scope is limited to cited public documentation. No undocumented physical architecture, persistence, or automatic propagation inferred.R138_E0038address_provenance_constraintSSA ZIP+4 Postal Mail Formatting Is Not Residence VerificationAddress Provenance/MailSSA postal addressing standards require ZIP+4 software for mail delivery-line validation and formatting; successful standardization does not establish the addressee lives there or update any master record.documented2026-10-095Formatting of delivery address is not evidence of residential occupancy; no undocumented persistence/record update assumed.R139_E0001documented_organizational_responsibilityOEEAS 2023 Enumeration Systems Support ResponsibilityPerson/IdentityRM 10201.025 identifies Office of Earnings, Enumeration, and Administrative Systems as responsible for requirements, software maintenance, and updates to files used by enumeration, such as Numident.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0002documented_organizational_responsibilityOESAE DDBS 2023 Numident Database and Network Operations ResponsibilityInfrastructure/identityThe Office of Enterprise Support, Architecture, and Engineering Division of Data Systems is tasked with programming, operation, and maintenance of enumeration networks and databases including Numident.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0003documented_business_processOTSO SSN Card Print Control-Number Posting ProcessEnumeration/identityOffice of Telecommunications and Systems Operations prints and mails SSN cards and ensures the card control number is captured and posted to Numident.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0004documented_business_processPSC Numident-MBR Enumeration Discrepancy CorrectionsIdentity/Title IIProgram Service Centers handle SSN card applications triggered by Numident/MBR discrepancies, key certain Numident corrections, and maintain cross-references.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0005address_provenance_ruleEBE Pending SSNAP SSN-Card Mailing Address RecheckPerson/address provenanceRM 10205.700 directs staff to check applicant mailing address when locating a pending EBE SSNAP record; a changed address or elapsed nonreceipt period leads to a replacement card application. This is not an automatic MBR/SSR or Numident residential-address update.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0006data_attribute_setEBE Pending SSNAP Application Alternate-Identity Matching FieldsEnumeration/identityEmployee compares pending application ARN, name, date of birth, place of birth, parent names, telephone and mailing address with identity evidence before completing EBE exception processing.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0007external_program_integrity_dataOIG-to-Central-Office Representative Payee Conviction ListRepresentative payeeOIG provides a list of specified Social Security Act and representative-payee fraud convictions to SSA central staff, who relay it through regional staff for entry into eRPS.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0008documented_business_processRegional eRPS Conviction-List Manual Entry StepRepresentative payee/integritySSA POMS says regional staff input OIG-supplied conviction lists into eRPS, a human entry step rather than a verified automated OIG interface.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0009eligibility_decision_ruleeRPS Mandatory Nonselection on Specified Fraud-Conviction AlertRepresentative payee/program integrityWhen documented barred-conviction alert appears, eRPS prevents payee selection; permitted staff must record non-selection reason and give notice.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0010program_integrity_alerteRPS Numident-versus-MBR-SSR Death Discrepancy AlertPerson/identity/payeeeRPS displays NUMI death alert when Numident death information conflicts with MBR or SSR, and employees must investigate the conflict before selecting payee.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0011identity_quality_controleRPS Applicant Client-Numident Identity Mismatch AlertPerson/identity/payeeApplicant SSN and eRPS client identity information are compared with Numident; selection or nonselection requires resolving mismatched records.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0012case_control_ruleeRPS Prior-Payee Postdeath Overpayment Evidence 180-Day Follow-UpRepresentative payee/paymentsFor specified evidence of repayment or pending waiver/appeal, eRPS creates a 180-day follow-up issue and alerts when evidence expires.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0013exception_handling_processeRPS Vendor-Communication-Error Background-Check FallbackRepresentative payee/vendorIf integrated eRPS criminal background check has a vendor communication error, staff must perform background check outside eRPS with LexisNexis Accurint and obtain manager confirmation.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0014quality_control_attributeeRPS Manager Background-Check Completion ConfirmationRepresentative payee/program integrityManager must confirm completion of out-of-system background check by indicating background check completed on Selection-Required Notes screen.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0015disclosure_delivery_workfloweView Certified eFolder PDF Send-to-mySSA Message CenterDisability/evidenceDI 81001.035 directs staff to create selected eFolder PDF and use eView Send to mySSA, delivering to claimant Message Center; transaction success/failure is reported.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0016disclosure_delivery_workfloweView Certified eFolder Encrypted-PDF Secure Email DeliveryDisability/evidenceDI 81001.035 documents encrypted PDF secure-email export requiring password, address selection and sender authentication; staff record disclosure in eView.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0017audit_controleView Electronic-Folder Disclosure Message Audit AnnotationDisability/evidenceAfter sending selected eFolder documents, staff annotate eView Alerts and Messages with what was copied, recipient and date; POMS directs not to set an expiration date on the message.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0018access_disclosure_controlCEF Sensitive Document Indicator Disclosure ExclusionDisability/evidenceEmployees identify documents that cannot be released with the eView Sensitive Document Indicator; such documents are not selected for electronic folder CD/PDF disclosure.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0019data_classification_ruleCEF Hearing Audio Exhibits Included in Official Disability RecordHearings/evidenceHearing audio and indexing files kept as exhibits are part of official record and may be copied via eView when case is not pending in OHO or OAO; internal hearing notes are not released.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0020oversight_findingGAO 2025 SSA CIO Eleven Open IT RecommendationsGovernance/ITGAO-25-108464 identifies 11 outstanding recommendations under SSA CIO purview in July 2025, one classified priority, related to cybersecurity and IT acquisition/management.documented2026-10-095Historical recommendation count as of July 2025 only. Current status has not been independently verified.R139_E0021oversight_recommendationGAO Recommended SSA Federal Event-Logging Requirements CompletionCybersecurityGAO identifies prior recommendation to fully implement event-logging requirements for detecting, investigating and remediating cyber threats.documented2026-10-095GAO reported recommendation open July 2025; no evidence of Oct 2026 completion status.R139_E0022oversight_recommendationGAO SSA Purchased-versus-Active Software License Inventory Reconciliation RecommendationIT asset governanceGAO identifies recommendation to compare active software license inventories against acquired licenses for cost and investment decisions.documented2026-10-095Recommendation status as of July 2025; not proof particular license tool or remediation state.R139_E0023actuarial_model_assumption2026 SSI Projection Scheduled-OASDI Benefit Offset AssumptionActuarial/Title XVI2026 SSI annual report projects SSI payments net of scheduled Social Security benefits despite Trustees Report intermediate projection of possible OASI reserve depletion during the SSI projection window.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0024actuarial_uncertaintySSI Projection Potential OASI Depletion Offset-Sensitivity CaveatActuarial/solvencyOACT warns payable OASI benefit reductions after potential reserve depletion could result in higher SSI payments than model estimates, depending on how reductions occur.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0025actuarial_model_input_dimensionOACT Labor Force Model Age-Sex-Marital-Status-Children DimensionsActuarial/modeling2026 Trustees economic methods state actuarial service projects civilian labor force by age, sex, marital status and presence of children.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0026actuarial_assumption_ruleOACT Labor Force Participation Disability and Retirement Input FactorsActuarial/modelingLabor force participation projections reflect disability prevalence, education, marriage, mean retirement benefit, economic conditions and life expectancy, under alternative assumptions.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0027statistical_publicationAnnual Statistical Supplement 2025 March 2026 EditionStatistical data products2025 Annual Statistical Supplement completed March 2026 with administrative statistics; original edition later received official correction.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0028statistical_correction_event2025 Statistical Supplement 6.D9 April 16 2026 Lump-Sum Payment ErratumStatistical data qualitySSA posted an erratum 2026-04-16 correcting the number of 2024 lump-sum payments in Table 6.D9 of the 2025 Supplement.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0029records_lifecycle_ruleSSA Vendor Information Repository Approximate One-Year Deletion PolicyProcurement/data governanceOAG vendor repository instructions state vendor capability information remains approximately one year and is then deleted unless resubmitted.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0030intake_quality_controlSSA Vendor Repository Email Capability Submission 5MB LimitProcurement/market researchOAG instructions direct capability statements to designated vendor repository mailbox with sender name, subject and up to three tags; messages including attachments should be at most 5MB.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0031access_use_ruleSSA Vendor Repository All-Component Market Research AccessProcurement/data governanceOAG instructs that vendor capability materials are available to SSA components for market research, not a qualified bidding list or contract award guarantee.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0032data_release_attributeHRS April 2026 Detailed Earnings 869743 Employer-Year RecordsResearch/MEFRestricted HRS Respondent Cross-Year Detail Earnings contains 869,743 respondent/year/employer records for 25,179 consenting respondents with earnings in 1978-2023.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0033data_quality_constraintHRS Detailed Earnings 1978-1979 Incomplete Data WarningResearch/MEFHRS warns its 1978 and 1979 detailed earnings years are incomplete, and reports the April 2026 version supersedes earlier detail releases.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0034publication_distribution_constraintHRS April 2026 Detail Earnings Excludes Social Security WeightsResearch/administrative linkageHRS April 2026 Respondent Cross-Year Detail Earnings distribution explicitly excludes the Social Security Weights file; linkage and geographic merge restrictions apply.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0035transaction_processing_ruleSERS Multi-Debtor SSN-By-SSN Shopping Cart EntryTitle II/Title XVI debtSSA requires staff to query each debtor SSN separately and add selected programmatic debts into a shopping cart for multi-debtor remittance; aux beneficiary debts appear on beneficiary own SSN.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R139_E0036exception_handling_processSERS Debt Web-Service Failure Legacy DMS Remittance FallbackPayment/debtIf SERS or its debt-retrieval web service fails or omits known debts, employees use specified legacy DMS procedures to process remittance.documented2026-10-095Official document states the named process/rule; physical implementation, universal deployment, retention, and automatic updates not presumed.R140_E0001address_routing_attributePerson Information Mailing ZIP for Upload Documents Work Assignmentperson/address/digital intakeFor customer-initiated Upload Documents, SSA uses the ZIP from Person Information mailing address to choose the recipient field office, not verified residence.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0002document_routing_ruleCustomer-Initiated Upload Documents ZIP-Based Field Office RoutingDigital intake / address provenanceSSA routes successfully submitted forms to the field office associated with the mailing-address ZIP code in Person Information.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0003conditional_intake_ruleUpload Documents Missing Person Information Address ZIP CollectionDigital intake / address provenanceIf no mailing address is on file in Person Information, customers supply a mailing ZIP code before submission for work routing; this collection alone is not an authoritative address change.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0004work_control_artifactUpload Documents Field Office WorkTrack Intake and Technician AssignmentDigital intake / workloadAll customer-submitted documents reach the field office via WorkTrack and require assignment to a technician.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0005digital_service_eligibility_ruleMarch 2025 Customer-Initiated Upload Forms-Only ScopeDigital service / modernizationEM-25024 states 2025-03-29 self-initiated option was for forms; customer-initiated evidence planned for later release, technician evidence tasks available.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0006digital_form_scope_ruleUpload Documents March 2025 Technician-Only Benefit Application Form SetDigital forms / signatureForms SSA-1, SSA-2, SSA-8, SSA-10, SSA-8000, SSA-8001, and HA-520 remained technician-initiated via TED as of March 2025.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0007intra_application_update_ruleeRPS Capability Note Application Summary-to-Beneficiary Notes PropagationRepresentative payee / personSaving a Bene Capability Determination note in a new eRPS payee application automatically propagates the determination from application Summary notes to Beneficiary Details notes.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0008case_documentation_ruleeRPS Previously Established Beneficiary Capability Note Without New Payee ApplicationRepresentative payee / personWhen the beneficiary has an existing eRPS record but no new payee application, staff document the capability decision in Beneficiary Details notes.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0009administrative_fallback_processCapability Determination When eRPS Beneficiary Record Does Not ExistPerson / representative payeeWithout a beneficiary eRPS case, staff document Title II and concurrent capability in MCS Report of Contact or Title XVI-only capability in CCE Report of Contact.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0010evidence_retention_routeCapability Determination SSA-5002 Document Repository FallbackPerson / representative payeeIf an MCS/CCE report cannot be established, use SSA-5002 and store it in NDRed or eView through Evidence Portal/eView.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0011evidence_hierarchy_ruleSSI Primary and Secondary Wage Evidence Acquisition PriorityTitle XVI / earningsPolicy prioritizes PIE payroll-provider wage records, then pay stubs, SSA-approved verifier information, then other official queries (NDNH/MEF/state) with additional documentation.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0012conditional_automated_updatePIE EIN-Matched Automated SSI Claim Wage Page PostingTitle XVI / external earnings exchangePayroll-provider wages through PIE generally automatically post to SSI Claims Wages page when identifying attributes such as EIN match the SSA record.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0013update_timing_rulePIE SSI Monthly Payroll Update Before Goldberg-Kelly Notice CutoffTitle XVI / earningsPayroll-provider wage information generally updates monthly before Goldberg-Kelly cutoff; not a real-time guarantee.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0014evidence_classificationNDNH MEF and State Wage Queries as Secondary SSI EvidenceTitle XVI / earnings dataWhen primary sources unavailable, NDNH, state inquiry, MEF/W-2, and iTOPSS are secondary wage evidence subject to documentation requirements.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0015privacy_access_ruleNon-Approved Wage Verification Website PII Entry ProhibitionTitle XVI / program integritySSA staff must not establish online accounts or enter claimant PII at non-SSA-approved wage verification company websites.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0016evidence_state_ruleSSI Monthly Wages Reported Versus Verified Evidence StatusTitle XVI / program integritySSR distinguishes alleged, reported, and verified wage values; reports marked code 0 can require redevelopment under diary and other specified exceptions.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0017cross_agency_business_processErroneous Death Medicare Advantage and Part D Reinstatement ProcedureMedicare / death / program integrityAfter erroneous SSA death reporting causes CMS plan disenrollment, SSA repairs its records and Part A/B/Title II eligibility as applicable before a manager/authorized PC technician requests CMS Part C/D reinstatement.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0018dependency_ruleCMS Part C and D Restoration Prerequisite SSA Record CorrectionMedicare / deathCMS is responsible for plan reinstatement, but SSA must correct death and restore its applicable benefits and Part A/B before referral.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0019system_scope_limitationMAPS Part D Enrollment Visibility Conditional on LIS or Title II Premium WithholdingMedicare / program recordsMAPS may not display Part D for individuals without LIS who are not paying their Part D/MA premiums through Title II withholding.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0020priority_ruleMedicare Part C/D Life-Sustaining Medication Reinstatement PriorityMedicare / urgent serviceWhen erroneous-death disenrollment deprives beneficiary of life-sustaining medication, SSA referral states days of medication remaining and CMS prioritizes urgent reinstatement.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0021internal_workflow_formMedicare Parts C and D Priority Case Referral Tracking FormMedicare / interagency referralsSSA form in internal cmsreferral workflow tracks urgent Medicare Advantage/Part D correction after an erroneous death; internal endpoint is not proof of database technology.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0022authorization_ruleCMS MA and Part D Restoration Referral Authorized Requester GateMedicare / interagency serviceOnly FO manager or designated payment-center technician may request CMS to reinstate Part C/D enrollment after incorrect death report.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0023conditional_referral_ruleCMS-2178-U2 Split Routing for MBR Versus HI Master CorrectionsMedicare / address provenanceIf both MBR and HI incorrect, try POS or Paperless referral to PC; if only HI record incorrect, send CMS-2178-U2 to CMS by email.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0024work_control_ruleCMS-2178-U2 Medicare Entitlement 30-Day Follow-Up and 90-Day EscalationMedicare / interagency exceptionsReferral instructions provide 30-working-day follow-up and escalation at 90 calendar days if unresolved, depending on correction scenario.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0025data_provenance_ruleSSI Tax Match Taxpayer Versus Payee Versus Payer Role SemanticsIRS / Person / Address provenanceIRS/MEF alert taxpayer is SSN under which transaction was reported, payee is person or organization on payer records, payer submitted report; payee may be a third party using taxpayer SSN.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0026data_use_restrictionSSI Tax Data Alert Name Address and SSN Restricted Tax-Data ClassificationIRS / Address provenanceTax alert taxpayer name, address, SSN, source, and amounts are tax data under IRC 6103; identical independently verified SSA information has different SSA disclosure handling.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0027oversight_findingSeptember 2026 OIG SSI Earnings Alert Resolution AuditProgram integrity / earningsOIG audited pending SSI earnings alerts and reported delayed or incomplete reviews, including estimated improper-payment implications based on its sample.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0028quality_control_findingOIG SSI Earnings Alerts 2026 Pending and Incomplete Development Failure ModesTitle XVI / work controlsIn OIG sample of 100, 63 had reviews not started or not completed, pending average 733 days, and 17 had alerts cleared without recording all earnings.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0029audit_statistical_caveatOIG SSI Earnings Alert Administrative Finality Recovery Limitation EstimateTitle XVI / debtOIG estimated $1B improper payments to 333,800 recipients; estimated $664M may be unrecoverable absent fraud or similar fault, $344M potentially recoverable. These are sample-based audit estimates.documented2026-10-094Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0030statistical_reference_date_rule2026 SSI Population Projection Table IV.A1 July 1 Reference BasisOACT / statistical production2026 SSI Annual Report Table IV.A1 population by age subgroup is expressed as of July 1 under Trustees intermediate demographic assumptions.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0031actuarial_method_rule2026 SSI Projected Federal Benefit Rate COLA AssumptionOACT / statistical production2026 SSI projection table IV.A2 applies January SSI federal benefit rate COLAs identical to OASDI post-eligibility COLAs; scheduled Social Security benefits used for offsets.documented2026-10-095Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R140_E0032grants_workflow_ruleSSA Grant Award Notification Through GrantSolutionsAcquisition and grantsOAG grant instructions say successful applicants receive electronic award notices from GrantSolutions no later than September 30 of the award calendar year.documented2026-10-094Direct authoritative source; purpose, date, and caveats govern interpretation; implementation/retention/hosting not inferred.R141_E002business_processUpload Documents Manual Benefit Application Transcriptiondigital intake/Title II/Title XVISSA technician reviews electronically signed PDF or webform and enters information into MCS or CCE as with a paper application; e-submission does not imply straight-through adjudication.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E003business_ruleUpload Documents Checkbox-and-Submit Signature Acceptancedigital intake/signaturesSigned application requires check box on Review and Submit page followed by submission; receipt date reflects customer submission date.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E004work_controlUpload Documents MCS ATTEST Remarks Signature-Method Markerclaims/signature provenanceMCS automatically propagates ATTEST to DW01 even when the actual signing method is Upload Documents, CPAS, or wet signature; technician records accurate method in remarks.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E005data_artifactCommercial Product Signature Timestamp Certificateclaims/signature provenanceFor eligible signed benefit forms, CPAS signature must include signer name, signing date and time in signature area or appended signature certificate page.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E006business_processCPAS Benefit Application Paper-Equivalent Claims Entryclaims/signaturesTechnician verifies compliant CPAS signature and records CPAS in ATTEST remarks when entering SSA-16/SSA-8000/SSA-8001 in MCS or CCE.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E007business_processEDCS Manual Title XVI Exclusion Case EstablishmentTitle XVI/disabilityTechnicians manually create EDCS Title XVI initial/appeal cases for defined MSSICS/CCE exclusions or limitations, not as a universal intake route.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E008user_interfaceEDCS Manually Created T16 Information ScreenTitle XVI/disabilityFor manually established Title XVI cases, technicians enter admission date when applicable, presumed disability onset date when applicable, and claims representative unit code.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E009business_ruleEDCS Manual Title XVI CDR Case ProhibitionTitle XVI/disabilityManual Title XVI functionality is not available for initial or appeal CDR cases, including Title XVI age-18 redeterminations.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E010business_processEDCS Concurrent Hearing Manual Title XVI Allowance ExceptionTitle II/Title XVI/appealsWhen concurrent Title XVI portion was allowed while Title II was denied, EDCS may block electronic Title XVI appeal creation and technicians use manual Title XVI process for concurrent ALJ hearing.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E011data_elementEDCS Manual Title XVI Exclusion ReasonTitle XVI/disabilityManual T16 case entry selects reason from dropdown; Other requires explanatory entry, preserving exclusion provenance.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E012business_ruleEDCS Partial-Electronic Official Paper Folder Boundarydisability/evidenceEDCS exclusion can produce a partially electronic case whose official claims folder is paper even though electronic case development is possible.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E013data_elementEDCS Prior-Case Medical Source Contact Detailsdisability/address provenancePrior closed EDCS case may contain medical source contact address, telephone, visit and appointment dates reusable in new case; not evidence of claimant mailing residence.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E014business_processEDCS Copy From Prior Medical-Source Address Reverificationdisability/address provenanceUpon copying prior case medical source information into new EDCS case, technician must review and update source address, telephone and visit details; no guaranteed currency.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E015business_ruleEDCS Copy From Prior Preserves Historical Source Casedisability/data lineageCopy from prior propagates selected details into new case; source data remain in original closed EDCS case and editable copy does not delete them.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E016business_ruleTRO Unverified-Stale-Address Six-Month AVC Retrypayments/debt/address provenanceWhen AVC lacks a good mailing address and MBR/SSR addresses are over one year old, ECO checks AVC again in six months and postpones pre-offset notice pending good address.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E017business_ruleTRO Automated AVC Address Requests Separate From DMS Manual Requestspayments/debt/address provenanceAutomated ECO address request does not replace or affect separate address inquiries handled by Debt Management Sections.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E018business_ruleSSI Redetermination Eligible Couple Dual Signature RuleTitle XVI/signaturesOn SSA-8203-BK, both eligible SSI spouses must sign; ineligible spouse generally does not sign spouse block unless acting as representative payee.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E019business_ruleSSI Redetermination Mark Signature Witness RuleTitle XVI/signaturesRecipient signature by mark requires two witnesses except one field-office employee witness is sufficient when mark made in employee presence.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E020business_ruleSSI Redetermination Representative Payee Signature RoleTitle XVI/payee/signaturesRepresentative payee signs through approved alternate method for incapable recipient, except when representative payee change coincides with redetermination; incapable recipient signature not required.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E021data_artifactSSI Claims Redetermination SSA-8203-BK Signature SpacesTitle XVI/signaturesSSI Claims RZ printout provides separate signature blocks for recipient, eligible spouse, witnesses, and representative payee.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E022business_ruleAuthenticated iClaim Versus Unauthenticated Identity Follow-upTitle II/person identityAuthenticated first-party iClaim need not receive second identity interview; unauthenticated submissions require identity verification before claim adjudication.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E023data_artifactiClaim Original Submitted Summary Stored in ORSTitle II/data provenanceAfter download of iClaim data to MCS, a submitted Internet application summary is automatically retained in Online Retrieval System, separating original applicant assertion from subsequently adjudicated claim.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R141_E024business_ruleEDCS Prior Medical Source Address Not Claimant Addressdisability/address provenanceAddresses for medical professionals copied across EDCS cases are provider contact attributes, not a verified claimant residence or SSA program master-address update.documented2026-10-095Direct official POMS; applies to documented conditional procedure; no unobserved storage, system synchronization, or processing technology implied.R142_E001business_processSSA-11-BK Mailed or Faxed Payee Application Leadrepresentative payee/intakeMailed, faxed or dropped-off SSA-11-BK serves as a lead only; a documented interview and eRPS action are still required.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E002identity_verificationRepresentative Payee Remote-Interview Numident Identity Confirmationrepresentative payee/identityEligible phone or approved-video interviews confirm individual applicant identity using Numident and record method and ID-verified-via-NUMI in eRPS.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E003identity_verificationOrganizational Payee Interview Name-Address-EIN Verificationrepresentative payee/organizationEligible remote organizational interview verifies name, organizational address and EIN; employee name/title and funds manager are documented in eRPS.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E004business_ruleRepresentative Payee Face-to-Face Interview Requirement and Exceptionsrepresentative payee/serviceFace-to-face interview is default; hardship, qualifying repeat payees and specified WSU/CPU cases permit phone or approved video. History of misuse or U.S. resident applicant without SSN require face to face.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E005business_ruleeRPS Background-Check Consent Refusal Nonselectionrepresentative payee/program integrityFor an applicant subject to criminal background screening, refusal to permit screening triggers eRPS nonselection and a documented refusal reason.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E006business_ruleeRPS Background-Check Custodial-Relative Exempt Categoriesrepresentative payee/program integrityPOMS identifies specific custodial parents, spouses, grandparents, guardians and qualifying parents of aged-18 beneficiaries exempt from asking permission and conducting screening.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E007data_quality_rulePUPS Prisoner History Missing Specific Offense Descriptionrepresentative payee/program integrityPUPS confinement history establishes incarceration intervals but does not establish the particular crime; staff independently develop convictions and suitability.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E008work_controleRPS Payee Interview Left Before Attestation Nonselectionrepresentative payee/intakeA payee applicant leaving before application attestation is classified Incomplete with circumstances recorded as a Rep Payee Applicant note.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E009business_processRepresentative Payee SSA-5002 No-eRPS-Record Interview Evidence Routerepresentative payee/evidenceWhen no eRPS record is established (e.g. undocumented parent applicant without SSN), employee completes SSA-5002 and stores in eView/NDRED through Evidence Portal.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E010data_artifactRepresentative Payee Interview Mode and Hardship Reason Notesrepresentative payee/auditeRPS Rep Payee Applicant note records interview date, face-to-face or remote mode and its reason, suitability reasoning and explanation of duties.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E011business_ruleSSI Field-Office Redetermination Financial Institution Contact PermissionSSI/redeterminationAt every field-office-initiated SSI redetermination, permission to contact financial institutions is requested; the permission requirement does not itself establish access to any particular account.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E012data_provenance_ruleSSI IRS Informational Resource Alert Investigative LeadSSI/IRS financial alertsInformational IRS alert can initiate liquid-resource development; controlled IRS alerts require development through the separate controlled-alert procedure.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E013business_processSSI Direct-Deposit Indicator Financial Account Resource DevelopmentSSI/resource eligibilityMBR/SSR direct deposit indicators signal financial-account resource development; staff document relevant bank or Direct Express account through CCE Financial Accounts.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E014business_ruleSSI First-of-Month Account Balance VerificationSSI/resource eligibilityWhen bank accounts require development, use statements and transaction activity to establish first-of-month countable balance.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E015data_attributeSSI Redetermination Financial Institution Address DataSSI/address provenanceSSA-8203-BK identifies the bank or company and its address as an account-ownership information attribute, not a verified SSI recipient residence or mailing address.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E016business_ruleSSI Early-Payment First-of-Month Resource ExclusionSSI/resource eligibilityWhen SSI is delivered early due to a weekend or holiday, treat payment according to normal receipt month and exclude advance-payment amount from the first-of-month resource balance where applicable.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E017data_attributeDisqualified Representative Home and Business Contact Address Attributesperson/address provenance/legal representation2021 SSA PIA lists representative home or business address, phone, fax, email and representative ID separately from claimant or beneficiary address.documented_historical2021-04-1452021 PIA inventory. Address identifies representative; no claim about current 2026 system implementation or copying to beneficiary records.R142_E018data_artifactRepresentative Suspension Professional-Standing and Investigation Evidencelegal representation/governance2021 PIA documents bar/court licensing standing, disciplinary history, government admissions, employer EIN and investigation documents retained under disqualification records.documented_historical2021-04-145Governed by SORN 60-0219; operational architecture beyond named repositories not inferred.R142_E019business_process2026 OACT Two-Year-Lag Average Wage Index Benefit CalculationOACT/statistical productionFor eligibility year 2026, historical covered earnings before 2024 use 2024 AWI 69,846.57 for indexing; 2024 and later earnings are not indexed.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E020statistical_parameter2026 PIA Formula Two Bend Points and FactorsOACT/benefit formulaOACT publishes first and second 2026 PIA formula bend points of $1,286 and $7,749, with statutory 90%, 32%, and 15% factors by AIME band.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E021public_calculatorOACT Online Calculator Self-Entered Annual Covered EarningsOACT/public actuarial toolsBrowser-based Online Calculator requires user to enter covered earnings for each year, using user-supplied record; public description does not establish SSA earnings-file query.documented2026-10-094Public website calculator capability. Do not infer a back-end application API or internal data fetch.R142_E022statistical_calculationOACT AIME Highest-Earnings-Years Selection and RoundingOACT/benefit computationOACT describes selecting up to 35 highest indexed-earnings years, averaging over corresponding months, and rounding AIME down to the next lower dollar.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E023business_ruleMedicare Extra Help Application SSI Protective Filing EffectMedicare/SSI/claimsFiling an Extra Help application also acts as a protective filing for SSI and can initiate state Medicare Savings Program application referral.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E024business_processCMS Part D Plan Automatic Selection for Eligible NonenrolleesMedicare/Part DCMS enrolls some Extra Help-eligible individuals not already enrolled in prescription coverage into a selected plan, with opt-out or change procedures.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R142_E025notice_workflowMedicare Extra Help Deemed-Status Loss Annual Application NoticeMedicare/Extra HelpPeople notified by CMS of loss of deemed status annually receive an Extra Help application; their continued deemed period and next-year application effective date require separate handling.documented2026-10-095Documented administrative pathway; do not infer current physical hosting, automatic master-record updates, persistence or universal scope.R143_E0001formSSA-581 Itemized Earnings Release Authorizationearnings/disclosureWritten consent authorization requested by pension plans, law firms, and other third parties for itemized earnings under reimbursable agreements; relationship proof needed when a third party consents.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0002data_productSSA-1826 Itemized Statement of Earningsearnings/disclosureDisclosed itemized earnings including quarterly earnings 1937–1978, annual earnings 1979 onward, employer EIN, and reporting employer names and addresses.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0003legal_agreementThird-Party Itemized Earnings Reimbursable Agreementearnings/disclosureAgreement under SSA MOA and SSA-1235 covering third-party itemized earnings disclosures on a reimbursable basis.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0004organizational_unitEarnings Operations Support Pension Fund Staffearnings/disclosureSSA Central Processing Earnings Operations Support staff reviews pension plan and law-firm requests for reimbursable earnings disclosure agreements.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0005authorization_controlThird-Party Earnings Disclosure Consent Receipt Within 120 Daysearnings/disclosureApplicable IRS consent rule requires SSA receipt of signed consent within 120 days of consent signature for earnings disclosure.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0006data_attributeSSA-1826 Reporting Employer Address Attributeearnings/address provenanceNames and mailing addresses of reporting employers on an itemized earnings statement; not evidence of wage earner residence.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0007financial_controlItemized Earnings Reimbursable Advance and Quarterly Statement Controlearnings/disclosureRequesting entity pays estimated SSA service costs in advance, receives quarterly statements, and a refund or additional bill after reconciliation.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0008data_attributeEarnings Disclosure Requester Organization and Contact Addressexternal organization/address provenanceEarnings requester provides organization address, EIN, and representative contact address; neither address is a claimant address.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0009business_processThird-Party Pension Plan and Law Firm Earnings Disclosure Useearnings/external exchangePrivate pension plans and law firms can request individual consent-based itemized earnings for pension eligibility and litigation through reimbursable agreements.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0010contracted_serviceSSA Telephone Interpreter Servicelanguage access/operationsSSA-contracted telephone interpretation offered 24 hours per day to clients with limited English proficiency; service provided by an unnamed contractor.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0011vendor_data_productTelephone Interpreter Vendor Daily Usage Observationslanguage access/vendor dataThe contracted vendor observes daily request count, language used, and length of incoming SSA interpretation calls.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0012external_reporting_processTelephone Interpreter Monthly Vendor Report Transfer to SSAlanguage access/external dataVendor forwards aggregate or detailed usage report to SSA monthly; underlying transport and persistence not described.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0013public_data_productSSA Annual Telephone Interpreter Calls by Language CSVlanguage access/open dataAnnual national telephone-interpreter call counts by language, with years 2018 onward; latest documented update December 31, 2025.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0014data_quality_controlTelephone Interpreter Annual Call Count Low-Cell Marking Rulelanguage access/publicationPublic dataset marks languages with fewer than three calls using an asterisk.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0015public_data_productSSA Disability Data Operational Week-to-Calendar Date Translation Tabledisability/statisticsPublic SSA_DATES1 translation table in CSV and XLSX supports conversion among SSA weekly, monthly and quarterly periods and fiscal/calendar time.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0016geographic_data_ruleDDS Workload Reporting State Is Adjudicating Agency, Not Claimant Residencedisability/address provenanceState designation in monthly DDS workload statistics refers to the state agency doing disability work, which may differ from claimant state of residence due to workload transfers.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0017external_data_exchange_processDDS-to-SSA Disability Disposition Electronic Reporting Processdisability/external exchangesSSA records electronic referrals to state DDS; DDS electronic disposition data return to SSA and contribute to DIODS workload information.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0018statistical_data_quality_ruleDIODS Historical Period Summary Non-Recalculation and Later-Period Correction Ruledisability/analyticsDIODS time-period summaries are stored when computed; later row corrections do not recalculate prior summaries but affect later overlapping summaries.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0019temporal_data_ruleSSA Disability Workload Four- or Five-Week Operational Monthdisability/statisticsSSA operational months typically end on last Friday and contain four or five work weeks; quarter covers thirteen weeks.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0020statistical_data_quality_ruleDDS Concurrent SSDI-SSI Claim Single Case Counting Ruledisability/analyticsSimultaneously filed SSDI/SSI concurrent cases generally count once in total DDS workload; separate program breakouts are not additive if counted twice.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0021public_data_productDDS State Agency Monthly Workload 71-Element CSV and XLS Data Productdisability/data productsPublished state monthly disability workload product includes expanded set of 71 elements, DDS initial, reconsideration and medical CDR counts and SSDI/SSI/concurrent breakouts.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0022statistical_data_attributeDDS Workload FE Aggregate Federal Component State Codedisability/statisticsState code FE and region FED aggregate disability determination work performed by federal components; not a US state or claimant residence.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0023statistical_data_quality_ruleDDS Prototype-State Reconsideration Comparability Caveatdisability/appealsHistorical DDS prototype processing bypassed reconsideration in participating locations; displayed initial and reconsideration monthly counts are not a longitudinal application cohort.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0024publication_pipelineDDS Monthly Workload Full-File Replacement Publication Ruledisability/publicationDataset update replaces prior whole downloadable file; public archive of overwritten file versions not available; production metadata carries update date and file version.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0025actuarial_data_product2026 OASDI Trustees Single-Year Table IV.B2 Annual Income Rate Componentsactuarial/statistical products2026 Trustees supporting table IV.B2 reports components of annual income rates for years 1970–2100 under defined assumptions; OACT supplies Excel access.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0026actuarial_data_product2026 OASDI Trustees Single-Year Table V.A1 Fertility and Mortality Assumptionsactuarial/statistical products2026 Trustees supporting table V.A1 publishes fertility and mortality assumptions from 1940–2100 across alternatives, available in Excel.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0027business_ruleOnline Medicare Replacement Card Request Address-Change Prerequisitemedicare/address provenancePublished SSA Medicare card service guidance tells beneficiaries who have moved to report address change before online replacement request processing; not proof of an automatic address update.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R143_E0028business_ruleFIVR Vendor Administrative Payment Inquiry Scopeprocurement/administrative paymentsSSA vendor page states FIVR gives authorized vendors self-service administrative payment status 24 hours a day, separate from beneficiary benefit questions.documented2026-10-095As stated in official public material. No inferred physical architecture, current deployment, automated cross-system update, or data-retention duration.R144_E0001business_ruleDomestic-to-Foreign Address Change Nonresident Alien Tax-Status Development GateTitle II / address / taxFor qualifying beneficiaries with AWSC other than 1 or 5, a domestic-to-foreign address change for an intended absence longer than three months requires development of beneficiary tax status; moving address does not by itself prove changed alien status.documented2026-10-095coa: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0002business_ruleForeign-to-Domestic Mailing Address Change Does Not Prove Alien Tax ReclassificationTitle II / address provenanceA foreign-to-domestic mailing address change is not sufficient by itself to reclassify nonresident alien withholding status; a positive indication of changed status triggers development.documented2026-10-095coa: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0003business_processForeign Address Tax-Status Development Claims-Folder ForwardingTitle II / claims evidenceIf employees undertake tax-status development during change of address, send supporting evidence such as SSA-795 to the processing center for filing even when the COA itself needs no processing-center referral.documented2026-10-095coa: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0004data_attributeAlien Withholding Status Code (AWSC) Address-Transition Conditional ReviewAWSCTitle II / tax statusPOMS GN 05010.090 uses AWSC values including 1, 2 and 5 to determine whether particular address transitions require nonresident-alien tax-status development.documented2026-10-095coa: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0005business_process2025 Advance File No Bendpoint (AFNB) Automated Title II Claims RunAFNBTitle II / claims automationMCS Earnings Computation processes qualified AFNB claims in an automated run tied to availability of 2026 bendpoints; instructions dated November 2025 specify automatic start November 24, 2025.dated_2025_operational_instruction2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0006business_processFuture Month of Entitlement Auto-Initiate (Future MOE AI)MOE AITitle II / future entitlementFuture MOE Auto-Initiate holds qualified triggered claims until the future entitlement operational month, and can process certain dual-entitlement cases after another account is established.documented_20252026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0007user_interfaceMCS Earnings Computation Approval (DAPP) Screen AFNB TriggerDAPPTitle II / MCSEntering Y on the DAPP screen causes automatic receipt of the MCS ADVFIL issue for qualifying advance-file claims.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0008work_controlMCS DW01 ADVFIL Auto-Receipt Work-Control IssueADVFILTitle II / claimsMCS automatically receipts an ADVFIL issue after AFNB DAPP approval, as documented for the 2025-2026 bendpoint transition.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0009work_controlMCS DW01 EC Issue System-Generated Tickle DateTitle II / claimsMCS places a scheduled tickle on an EC issue during AFNB processing; employees must not manually receipt or alter the issue because the automated run uses the date.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0010business_ruleMCS File Date Determination Screen (FDDS) Material File Date Override GateFDDSTitle II / claimsThe November 2025 policy permits changing FDDS material-file date in specified AFNB hold circumstances, but prohibits the same change for non-AFNB Future MOE claims.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0011business_rule2025-2026 Benefit Rate Increase and Bendpoint MBR Synchronization GateBRITitle II / benefit computationNovember 2025 instructions describe a sequencing interval in which earnings-computation bendpoints and MBR benefit-rate-increase values become available on different dates, requiring some claims to be held.dated_2025_operational_instruction2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0012business_processFuture MOE Dual-Entitlement Separate Account Trigger SequencingTitle II / cross-account claimant processingIf one dual-entitlement claim has no established MBR and the other has an active record needing COLA adjustment, certain claims must be triggered in sequence; appropriate notifications are included.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0013data_quality_ruleAFNB Automated Processing Time Excludes Claim Pre-Trigger WaitTitle II / workload analyticsFor AFNB automated cases, operational processing-time measurement excludes the interval from application through triggering and can display zero-day processing time; not equivalent to claimant elapsed wait.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0014business_ruleAFNB Family Maximum Conflict A101 Manual Processing ExceptionTitle II / claims fallbackSome future-entitlement dual-beneficiary cases cannot process through EC when family maximum adjustments are required; POMS specifies A101 manual processing.documented2026-10-095afnb: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0015payment_processCzech Republic Title II International Direct Deposit ProcessIDDTitle II / international paymentsSSA uses Czech-specific MBR bank coding and a separate Treasury ITS.gov enrollment, with FRB Kansas City and local bank routing for Czech-koruna payments.documented_20262026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0016formSSA-1199-OP13 Czech Republic International Direct Deposit Sign-up FormTitle II / international paymentsSSA identifies SSA-1199-OP13 as the Czech Republic IDD sign-up form; incomplete information may be clarified with the Federal Benefits Unit.documented2026-10-095forms: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0017data_structureCzech Republic IDD Routing and Depositor Account Country CodingTitle II / paymentsPOMS codes a Czech local bank routing and account reference into U.S.-format MBR direct-deposit fields, using routing prefix 66 and country indicator C in the depositor account number.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0018business_ruleCzech IDD Same-Day MBR and ITS.gov Dual Entry ControlTitle II / payments cross-systemAfter updating Czech Republic IDD bank data in SSA post-entitlement systems, staff must separately enter corresponding account and identity details into Treasury ITS.gov the same business day; missing data can cause payment rejection.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0019external_organizationCzech Republic International Direct Deposit Local Processing Financial InstitutionTitle II / external bankingA financial institution in Czech Republic serves as local processing bank under SSA international direct deposit; current bank name not specified in POMS.documented2026-10-094Generic program role only; no named vendor, current contract or physical interface asserted.R144_E0020business_ruleMBR Foreign Address Precondition for Czech IDD UpdatesTitle II / address provenanceFor noninitial Czech IDD bank changes, POMS directs stop if MBR beneficiary address is not coded as foreign (PCOC=8); such address serves as an eligibility gate, not proof of bank-address synchronization.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0021data_quality_ruleCzech IDD ITS.gov Bank Address Versus Beneficiary Address InputTitle II / address provenanceThe ITS.gov entry requires both bank and beneficiary addresses as separate fields; the beneficiary address is entered with Czech country code but no automatic update to the MBR address is established.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0022business_processCzech Republic International Direct Deposit Federal Benefits Unit Deficiency Follow-upTitle II / external processingDivision of International Operations can send incomplete Czech IDD requests to the servicing Federal Benefits Unit, which contacts the beneficiary or financial institution for details.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0023payment_exceptionFRBKC Czech IDD Incomplete ITS.gov Payment ReturnTitle II / international paymentsFRB Kansas City rejects or returns Czech IDD payments when SSA has not provided complete bank information in Treasury ITS.gov.documented2026-10-095czech: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0024business_ruleInternational Direct Deposit Eligibility Based on Beneficiary Residence AbroadTitle II / geographic addressSSA-1199 public form eligibility requires Title II benefits, residence outside the US, and an eligible foreign bank; return to US residence ends IDD eligibility.documented2026-10-095forms: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0025research_reportSSAB 2024 Disability Benefit Effectuation Research Reportdisability / awards to paymentSSAB reviewed the post-allowance steps between disability determination and actual benefit payment, including SSI and DI variations; study is observational research, not evidence of a new SSA operational system.documented2026-10-095ssab_effect: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0026research_datasetSSAB Disability Effectuation Non-SSA Representative-Firm Case Datasetdisability / third-party analysisSSAB analyzed data from a large national claimant-representative firm, not a complete official SSA administrative census; results require sample limitations when generalized.documented2026-10-095ssab_effect: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0027statistical_observationSSAB Disability Effectuation SSI Median 2014-2023 Sample Comparisondisability / payment timelinessSSAB reports sampled SSI median time from favorable decision to payment rose from about 20 days in 2014 to 77 days in early 2023; DI effectuation often shorter, with a long-tail of delays.documented2026-10-095ssab_effect: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0028recommendationSSAB 2024 Interest on Delayed Disability Past-Due Benefits Recommendationdisability / policySSAB recommended congressional consideration of paying interest on past-due disability benefits when effectuation is delayed; this is a proposal, not a current payment system.recommended_not_deployed2026-10-095ssab_effect: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0029research_reportSSAB 2025 Benefits Among Adults Aged 62 to Full Retirement Age Researchretirement / disability / HRSSSAB used Health and Retirement Study self-reports among respondents age 62 to full retirement age with work-limiting health issues to assess program participation and information gaps.documented2026-10-095ssab_older: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0030research_datasetHRS Self-Reported Late-Career Work Limitation and Benefit Participation Subpopulationresearch / self-reported disabilityStudy subgroup is HRS participants aged 62 through full retirement age reporting work-limiting health conditions; survey responses must not be relabeled as SSA administrative data.documented2026-10-095ssab_older: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0031recommendationSSAB 2025 Cross-Program Benefit Awareness Automation Recommendationretirement / disability / policySSAB recommends SSA explore targeted outreach and automation that identifies potentially missed eligibility across retirement, disability and SSI; no implementation established.recommended_not_deployed2026-10-095ssab_older: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0032oversight_reportSSA FY2025 Purchase and Travel Charge Card OIG Risk Assessmentprocurement / financeSSA OIG announced in April 2026 that FY2025 charge-card program risk was low, based on FY2025 activity and management controls; assessment does not establish the card processing vendor or payment system.documented2026-10-095cards: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0033business_processSSA Travel Card and Centrally Billed Charge Card Programagency administration / procurementOIG reports an SSA travel card and centrally billed account program separate from SSA purchase cards, with FY2025 spending estimated at about $2 million.documented2026-10-095cards: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0034governance_controlSSA FY2025 Semiannual Joint Charge Card Violation Report Delayed Submissionprocurement / financial oversightSSA did not file required FY2025 semiannual joint violation reports during FY2025; in March 2026 it submitted the FY2025 report, per OIG.documented2026-10-095cards: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0035historical_controlSSA February 2025 Temporary One-Dollar Charge Card Transaction Limitprocurement / purchase cardsAs an action relating to a February 2025 executive order, SSA set single transaction limits to $1 on purchase and travel cards for the temporary 30-day restriction described by OIG.historical_2025_control2026-10-095cards: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R144_E0036governance_artifact_typeSSA Purchase and Travel Card Management Plansprocurement / charge cardsSSA maintains agency management plans that set safeguards, internal controls and procedures to prevent misuse or delinquency in purchase, travel and centrally billed accounts.documented2026-10-095cards: scoped to the named source and revision date. No automatic cross-system updates, transport, persistence, hosting or production inference.R145_E0001data_attributeSSNAP Foreign-Passport Evidence Submitted MetadataPerson/Identity NexusFor enumeration applicants using current DHS lawful-alien documents and an unexpired foreign passport, SSNAP Summary Evidence Submitted records passport name, DOB, number, issuing country, issue date, and expiry if not already represented in passport-number field.documented_procedure2026-10-095These are identity-document details, not independently verified residence or benefit master-record attributes.R145_E0002business_ruleEnumeration Non-REAL-ID State Document Identity Acceptance RuleEnumeration / IdentityA permanent U.S. state driver license or non-driver card marked NOT FOR FEDERAL IDENTIFICATION remains acceptable as primary SSN-applicant identity evidence if other POMS requirements are met; the legend alone is not disqualifying.documented_procedure2026-10-095A valid identity document does not prove current domicile or a master address update.R145_E0003business_ruleEnumeration Age-Based Primary/Secondary/Third-Level Evidence EscalationEnumeration / IdentityEnumeration identity proof varies among children 0-5, 6-17, and adults; when primary proof is available within 10 business days secondary proof is not substituted; third-level evidence receives case-by-case handling.documented_procedure2026-10-095R145_E0004identity_evidenceEnumeration DHS Document Plus Foreign Passport Evidence PairEnumeration / DHSFor many aliens SSA requests a current DHS lawful-alien document together with an unexpired foreign passport; documented exceptions allow DHS lawful-alien evidence alone for specified persons unable to obtain a passport.documented_procedure2026-10-095R145_E0005records_custody_ruleConcurrent Disability Title II Paper-Folder Custody at Central ProcessingDisability / Title IISSA Central Processing houses Title II paper folders for concurrent Title II and Title XVI disability cases, rather than all claim folders being colocated.documented_procedure2026-10-095R145_E0006records_custody_ruleConcurrent Disability Title XVI Paper-Folder Custody at National Records CenterDisability / Title XVIThe SSA National Records Center holds Title XVI paper folders in concurrent Title II and XVI disability cases.documented_procedure2026-10-095R145_E0007case_transfer_controleCDR Associated Paper Folder Transfer RequirementDisability / EvidenceWhen an FO forwards an electronic continuing disability review to DDS, the field office must also forward associated paper folder or folders, if any.documented_procedure2026-10-095R145_E0008business_ruleConcurrent Continuing-Disability Cross-Title Decision CoordinationDisability / AdjudicationDDS generally makes determinations under both Title II and Title XVI for a common disability issue, attempts to resolve unresolved concurrent Title XVI issues, and requests FO clarification when record titles conflict.documented_procedure2026-10-095R145_E0009case_handling_ruleConcurrent CDR SSI2 Query Without Title XVI Paper Folder ExceptionDisability / EvidenceA Title II case reaching DDS with an SSI2 query ordinarily does not require retrieval of the Title XVI paper folder unless DDS needs additional evidence believed to be in that folder.documented_procedure2026-10-095R145_E0010data_quality_ruleDDSQ Versus Final SSA-831 Adjudicative Discrepancy ControlDisability / Program IntegrityDDSQ disability decisional information may lag Disability Quality Review revisions; workers must verify critical adjudicative details against the final SSA-831 before action.documented_procedure2026-10-095R145_E0011workload_controlFO-to-DDS 14-Day Development Status-Control RuleDisability / FO-DDS ExchangeWhen the field office cannot immediately fulfill a DDS assistance request, it must control the request and provide development or a status report including expected completion within 14 days.documented_procedure2026-10-095R145_E0012interface_data_ruleNDDSS DDSQ Four-Way System Override Suppression SemanticsDisability / Data ExchangeDDSQ SO values N, C, D, Y mean respectively no override; movement only (decision suppressed); decisional only (control suppressed); and all data transmission suppressed.documented_procedure2026-10-095R145_E0013publication_data_productSSA-1099 and SSA-1042S Benefit-Tax Statement Data ProductSSA-1099/1042STitle II / Tax / PublicationSocial Security Benefit Statements report annual benefit amounts relevant to taxation; SSA-1099 covers U.S. citizens/residents and SSA-1042S covers noncitizens/nonresidents. Unlike the earnings Social Security Statement.documented_procedure2026-10-095Not to be conflated with SSA-7004 or earnings records.R145_E0014digital_access_policymySSA Six-Tax-Year Benefit Statement Online Availability WindowTitle II / Digital ServiceFor benefit-payment years, my Social Security offers current and previous five tax-year SSA-1099/1042S benefit statements; current statement accessible after January 31.documented_procedure2026-10-095R145_E0015communication_controlRepresentative Payee Benefit Statement Mandatory Paper Delivery ExceptionTitle II / Payee / PostalSocial Security Benefit Statements are mailed to representative payees on record; beneficiaries who have payees cannot opt out of paper notice delivery under cited POMS.documented_procedure2026-10-095R145_E0016address_provenance_ruleUndeliverable SSA-1099/1042S Privacy-Safe Disposal Without Address DevelopmentAddress Provenance / Tax CorrespondenceProgram Service Center workers discard undeliverable benefit tax statements with proper PII disposal and no further address development because such statements are informational.documented_procedure2026-10-095Undeliverable delivery is not an SSA master-record address-correction trigger.R145_E0017publication_pipelineSocial Security Benefit Statement Central Correction and Print PipelineTitle II / Annual StatementCorrected SSA-1099-SM-C output uses an automated Central Office process and National Computer Center printing and mailing; manual flat-sheet replacements address nonautomatable cases.documented_procedure2026-10-095The exact database, scheduling, software and physical hosting are not identified.R145_E0018postal_restrictionBenefit Statement Foreign-Mail Service Suspension RuleAddress Provenance / Title IISSA does not mail Forms SSA-1099/1042S to addresses in countries on the USPS international suspension list or covered sanctioned countries/regions under cited policy.documented_procedure2026-10-095R145_E0019legal_data_classificationClaimant-Origin Tax Form Versus Official Earnings Record FTI ConversionIRS / Earnings ProvenanceW-2/1040 supplied directly by an individual as claim proof is not tax return information solely by that origin; if SSA uses it to create or amend the official earnings record, the new official earnings record becomes IRC-controlled tax return information.documented_procedure2026-10-095This is a legal-use and provenance status change, not a statement about storage technology or address update.R145_E0020legal_access_controlSSA Federal Tax Return Information Source-Sensitive Access GateIRS / Security / Data GovernanceReturn information maintained for IRS purposes is subject to IRC disclosure and privacy restrictions, with specific permissible field office disclosures to the individual, qualifying claimant, or authorized representative.documented_procedure2026-10-095R145_E0021program_integrity_statusEDCOR Employer Wage Name-SSN Mismatch Notification Versus Suspended DECOREarnings / IdentityPOMS states employer-directed EDCOR notices issue for wage reports with mismatched names/SSNs, while employee-directed DECOR letter mailings remain suspended as of observed policy.documented_procedure2026-10-095Status is observed 2026-10-09; historical DECOR processing should not be inferred current.R145_E0022statistical_publicationFast Facts & Figures About Social Security 2026Actuarial / Public DataSSA 2026 Fast Facts statistical chartbook provides insured-worker, beneficiary, covered-earnings, and SSI tabulations with period- and population-specific qualifiers.documented_procedure2026-10-095Public chartbook and cited data sources do not establish production databases or software.R145_E0023statistical_data_product2026 Fast Facts Insured Status by Sex 1970–2025 Data TableActuarial / Insured StatusActuarial Services chart compares fully insured and disability-insured percentages for men and women in 1970 and 2025; 2025 fully insured men 90%, women 87%, disability-insured men 79%, women 75%.documented_procedure2026-10-095R145_E0024statistical_definitionOACT Social Security Area Denominator Scope for Insured StatusActuarial / Data QualityInsured-status population denominator is Social Security area population, including residents, specified territories, selected military/federal workers abroad, covered noncitizens abroad and citizens abroad, not simply U.S. resident census.documented_procedure2026-10-095R145_E0025eligibility_evidence_rulePrior Benefit Record Insured-Status Proof Scope LimitationTitle II / EarningsPrior benefits evidence of entitlement must prove the specific insured-status test for the new claim; a benefit paid based only on current insured status does not establish full insured status required for parent benefits.documented_procedure2026-10-095R145_E0026data_quality_ruleMEF Earnings-Correction Query Reconciliation GateEarnings / Title IIAn earnings correction visible in EARN/ECOR queries should not be accepted as fully reflected in official earnings records until verified against a DEQY or appropriate record; further correction processing may be required.documented_procedure2026-10-095R145_E0027workload_controlSSA-1696 Representative Appointment Cross-System Verification ControlRepresentative / Claims / DisabilityFollowing electronic representative appointment receipt, SSA personnel verify that representation is reflected in the relevant claims and disability processes; a stored appointment alone does not establish all system-specific flags updated.documented_procedure2026-10-095Model only documented human verification, no inferred real-time propagation.R146_E0001external_systemIRS Filing Information Returns Electronically (FIRE) ERISA Reporting ChannelIRS / External ExchangeIRS FIRE electronically receives Form 8955-SSA filings and IRS transmits electronic pension-plan participant information to SSA.documented_historical2026-10-095Documented historical 2019 procedures, 2026 instructions confirm electronic transfer. No transport protocol or database inferred.R146_E0002databaseSSA ERISA Deferred Vested Benefit Information DatabaseIRS / Pensions / PersonSSA maintains an ERISA database containing private-plan deferred-vested participant information received through IRS and historical DOL pathways.documented_historical2026-10-095Historical operational description 2019; physical storage technology and current migration status unknown.R146_E0003applicationERISA Automated Image Retrieval System (AIRS)IRS / Archival PensionsAIRS stores scanned images from paper Form 8955-SSA filings and supports inquiry into 12-digit document-control-number cases.documented_20262026-10-095Do not conflate this acronym with previously mapped Automated Incident Reporting System.R146_E0004historical_exchangeDOL ERISA Filing Acceptance System (EFAST) SSA Historical ExchangeIRS / DOL / Historical ExchangeDOL EFAST formerly scanned and electronically transmitted Form 5500 Schedule SSA pension data to SSA before June 2010.retired_historical2026-10-095Historical architecture, not a 2026 active exchange.R146_E0005business_processWilkes-Barre Paper Form 8955-SSA Scan and Fallout ProcessingExternal Exchange / PensionsWBDOC processes paper Form 8955-SSA filings received from IRS by scanning, transmission, or exception handling for SSA ERISA records.documented_historical2026-10-0952019 POMS does not establish 2026 technology or current paper volumes.R146_E0006data_lineage_codeSSA-L99-C1 12-Digit Paper-Source Document Control NumberIRS / ERISA / PublicationTwelve-digit DCN denotes paper Form 8955-SSA processed from IRS, with images stored in AIRS.documented_procedure2026-10-095R146_E0007data_lineage_codeSSA-L99-C1 14-Digit Electronic-Source Document Control NumberIRS / ERISA / PublicationFourteen-digit DCN denotes electronic IRS FIRE-sourced pension filing; SSA states no underlying images are stored.documented_procedure2026-10-095R146_E0008data_lineage_codeSSA-L99-C1 M-Prefixed Microfilm Document Control NumberIRS / ERISA / LegacyM followed by twelve digits identifies pre-2008 paper Schedule SSA/5500 data recorded on microfilm in IRON.documented_procedure2026-10-095R146_E0009data_access_limitationIRS Electronic ERISA Pension Notice No-Source-Image RestrictionIRS / ERISA / EvidenceFor 14-digit electronically sourced cases SSA says there is no stored image or additional microfilm record for inquiry.documented_procedure2026-10-095R146_E0010address_provenance_ruleERISA Pension Plan Administrator Address As-Of Reported Plan YearAddress Provenance / IRS / PensionsAddress on SSA-L99-C1 reflects pension administrator name/address as reported to IRS for plan year, not necessarily current administrator address or participant residence.documented_procedure2026-10-095R146_E0011business_processSSA Monthly ERISA Deferred-Vested Benefits Notice CheckTitle II / Medicare / IRSFor claimants filing Title II or hospital insurance, SSA checks its ERISA records and mails SSA-L99-C1 on a monthly notice cycle when data exists.documented_procedure2026-10-095R146_E0012evidence_processing_ruleSSA-1020-OCR Photocopy Non-Scannability Processing ExceptionMedicare Part D / Paper IntakeA photocopy of scannable SSA-1020-OCR does not scan; staff enter application in MAPS or complete a new original if MAPS is down.documented_procedure2026-10-095R146_E0013workflow_exceptionSSA-1020-OCR Resource-Screener WBDOC Exception RoutingMedicare Part D / IntakeIf resource question 3 is yes and later answers blank, route paper application to WBDOC rather than ordinary MAPS entry.documented_procedure2026-10-095R146_E0014retention_processing_ruleMAPS Extra Help Application Printing Required for Online RetrievalMedicare Part D / RecordsSSA guidance requires printing the MAPS application to ensure that it is stored in Online Retrieval System.documented_procedure2026-10-095R146_E0015document_retrieval_repositoryOnline Retrieval System for MAPS Extra Help Printed ApplicationsMedicare Part D / RecordsOnline Retrieval System (ORS) stores printed MAPS applications under the documented print process.documented_procedure2026-10-095Only states the document retrieval function; does not claim database technology or full retention schedule.R146_E0016person_relationship_ruleExtra Help Unenumerated Spouse Household and Resource Development ExceptionMedicare Part D / Person/IdentityWhere spouse cannot obtain SSN after SSA alpha search, MAPS omits spouse entry yet includes spouse income and one additional household member, with conditional combined-resource reporting.documented_procedure2026-10-0952026 resource thresholds vary by year; specific dollar amounts not treated as persistent architecture.R146_E0017signature_evidence_ruleMAPS Part D ATTEST Signature Proxy and Online Retrieval ControlMedicare Part D / SignaturesMAPS employee records claimant affirmation via development worksheet; printed application must be retained for ORS; i1020 uses click-and-sign instead.documented_procedure2026-10-095R146_E0018program_integrity_data_repositoryRASR Ineligible for Direct Payment Entity (IDPE) ListRepresentation / Debt / Program IntegrityRASR IDPE list tracks business entities disqualified from direct payment of representative fees when identified excess fee debts are unresolved.documented_procedure2026-10-095This is RASR managed list, not an independently demonstrated separate physical DB.R146_E0019business_processSSA IDPE Coordinator Group Referral and Adjudication ProcessRepresentation / Debt / Program IntegrityFO/PC managers refer unresolved excessive entity fee obligations to an IDPE Coordinator Group following two documented notices and response periods.documented_procedure2026-10-095R146_E0020workload_controlRepresentative Entity Excess-Fee Recovery 30-Day Dual-Notice ControlRepresentation / DebtFor entity debts, technician sends initial MAO104 and final MAO105 notices with two sequential thirty-day response controls before IDPE referral.documented_procedure2026-10-095R146_E0021workload_controlIndividual Representative Excess-Fee 45-Day Follow-Up ControlRepresentation / DebtAn individual representative has a separate 45-day diary, potential OGC sanction referral and appropriate Debt Management entries.documented_procedure2026-10-095R146_E0022user_interfaceRASR Appointment-Related Report of Contact (ROCD) ScreenRepresentation / PersonFor entity excess fee, technicians record report of contact separately for each representative who assigned direct payment to entity.documented_procedure2026-10-095R146_E0023notice_productMAO104 Initial Collection Action Notice to Representative EntityRepresentation / CorrespondenceInitial entity fee collection notice issued through DPS or AURORA addressed to registered entity contact.documented_procedure2026-10-095R146_E0024notice_productMAO105 Final Collection Action Notice to Representative EntityRepresentation / CorrespondenceFinal entity fee collection notice after first 30-day period, followed by second 30-day diary.documented_procedure2026-10-095R146_E0025notice_productRSR-122 Notification of Ineligibility for Entity Direct Fee PaymentRepresentation / CorrespondenceRASR produces notice of action terminating entity eligibility after an IDPE record is established; notice not repeated when entity already ineligible.documented_procedure2026-10-095R146_E0026processing_exceptionRepresentative Excess-Fee Remittance DMS-PHUS Manual Reconciliation ExceptionRepresentation / Payment IntegrityAfter Mid-Atlantic PSC remittance accounting, staff may need manual DMS and PHUS entries when automated remittance interface does not occur.documented_procedure2026-10-095R146_E0027eligibility_controlSSI IRS 5B Individual and Couple Alert Selection TolerancesTitle XVI / IRS / Program IntegrityIRS income/resource match establishes 5B diary using $61 individual/$101 couple resource indicators and $1,001 income indicators with prior-alert comparison exclusions.documented_procedure2026-10-095Thresholds documented as 2017 POMS; 2026 current rate not independently reverified.R146_E0028batch_controlSSI IRS 1099 Three-Batch RZ-LI Alert CalendarTitle XVI / IRS / AnalyticsIRS information ordinarily released October, March and June with field-office alert availability around November 1, May 1 and July 1, for defined beneficiary cohorts.documented_procedure2026-10-0952017 policy; avoid interpreting this as live observed daily process.R146_E0029review_workflowFederal Salary Offset Review Paperless-Paper Dual Routing ControlPayments / Debt / AppealsFor FSO review SSA faxes document packet to DMS paperless for PCACS/Evidence Portal verification while preparing paper appeal folder to Office of Appellate Operations.documented_procedure2026-10-095R146_E0030workload_controlFederal Salary Offset Field Office Ten-Day Verification Holding PeriodPayments / Debt / EvidenceField office retains a 10-day copy pending confirmation that a processing-center paperless issue was created; if not present, contacts DMS and retransmits.documented_procedure2026-10-095R146_E0031transaction_contact_ruleTED One-Time Upload Link Email Address Selection ControlDigital Service / PersonIn technician-initiated Upload Documents, TED shows my Social Security email when available but requester can elect another verified email for one-time link; address is per-transaction.documented_procedure2026-10-095Archived 2024 EM only; do not infer a master-email profile update.R146_E0032workload_controlTED Upload Documents 30-Day Customer Task Auto-Close ControlDigital IntakeTechnician-generated eSignature Upload Documents task expires and automatically closes after 30 days if customer does not submit.documented_procedure2026-10-095Archived May 2024 operating procedure, later releases may differ.R146_E0033architecture_boundaryWorkTrack Batch Import Versus Customer Upload SeparationDigital Intake / EvidenceWorkTrack Upload batch import is separate from eSignature/Upload Documents customer submission; manuals distinguish the two routes.documented_procedure2026-10-095R146_E0034modernization_capabilitySSA-827 Fillable eSignature Webform April 2024 ReleaseDisability / EvidenceSSA introduced fillable webform for SSA-827 as an alternative to PDF; resulting signed form appears in WorkTrack.documented_procedure2026-10-095Historical dated capability; no current release-state claim.R146_E0035statistical_publication_status2026 Annual Statistical Supplement Sectional Release Revision CaveatStatistical / Publication2026 supplement issued in sections; all published tables are provisional and subject to correction until full release planned for Feb 28, 2027.documented_procedure2026-10-095Observed 2026-10-09; planned completion is not proof of future completion.R146_E0036statistical_processing_ruleMonthly Statistical Snapshot August 2026 MBR-SSR Complete-Count Deduplication RuleStatistical / Enterprise DataSSA Monthly Snapshot Table 1 uses 100% MBR and SSR records, counting dual entitlement only once while separately showing concurrent OASDI-SSI recipients.documented_procedure2026-10-095R146_E0037statistical_processing_ruleMonthly SSI Snapshot Retroactive-Payment Average Exclusion RuleStatistical / SSIIn Monthly Statistical Snapshot, SSI total payments include retroactive amounts but average monthly payment excludes retroactive payments.documented_procedure2026-10-095R147_E0001public_csv_datasetALJ Claimants Pending Determination End-of-Fiscal-Year Dataset 2005–2017Disability / Hearings / StatisticsSSA Open Data CSV US-GOV-SSA-2372: OASDI and SSI claimants with pending ALJ cases at fiscal year end, counts by total, living and age (under 18 or 18+); FY2009 limited to April–September.documented_historical2026-10-095Historical CPMS microdata (2005-2017); does not demonstrate current CPMS deployment.R147_E0002statistical_interpretation_rulePending ALJ Total Includes Deceased Claimants with Open CasesHearings / Mortality / Statistical RulesThe published ALJ pending total may exceed the alive-at-year-end count because some cases remain open following death for possible benefits to families or estates.documented_historical2026-10-095Pending workload denominator and living claimant population are not interchangeable.R147_E0003statistical_coverage_rule2009 Pending ALJ Claimant Dataset April–September Coverage CaveatHearings / Workload / Statistical RulesThe pending-ALJ data page flags its 2009 values as April–September only, precluding comparisons as a complete 12-month federal fiscal-year workload without adjustment.documented_historical2026-10-095R147_E0004actuarial_statistical_data_productActuarial Note 159 Seven-Table Machine-Readable Mortality Series 2006–2017OACT / Disability / StatisticsSSA Open Data US-GOV-SSA-1859 publishes seven CSV tables supporting Actuarial Note 159, including claimant deaths and age-sex-adjusted death rates for individuals awaiting an ALJ determination.documented_historical2026-10-095Historical analysis, not current real-time disability claim data.R147_E0005statistical_interpretation_ruleALJ Pending Death Rate Age-and-Sex Adjustment RequirementOACT / Disability / Statistical RulesActuarial Note 159 compares age-sex-adjusted death rates; the seven machine-readable tables must be interpreted in the note context, and raw deaths cannot establish a trend in mortality risks without valid denominators and composition adjustments.documented_historical2026-10-095R147_E0006statistical_reporting_ruleALJ Workload Fiscal Year End-of-Week ConventionHearings / StatisticsSSA workload fiscal year begins on the Saturday following the last Friday of September and ends on the last Friday of September; 52-week and 53-week years may occur.documented_historical2026-10-095R147_E0007actuarial_statistical_data_product2026 Trustees Report Table VI.H1 OASI Disability-Related Benefit PaymentsOACT / Trust Funds / Disability2026 OASDI Trustees Report Table VI.H1 provides OASI disabled-related beneficiary counts and scheduled OASI payments for 1960–2025 selected historical years and estimated 2026–2035; 2025 has 1.194 million persons and $16.924 billion.published_20262026-10-095R147_E0008actuarial_statistical_data_product2026 Trustees Report Table VI.H2 Disability-Related OASDI Trust Fund AllocationOACT / Trust Funds / Disability2026 Trustees Report Table VI.H2 shows disability-related OASDI scheduled payments split by DI and OASI trust funds; 2025 total $175.013 billion, DI $158.090 billion, OASI $16.924 billion or 9.7 percent.published_20262026-10-095R147_E0009actuarial_population_ruleOASI Disability-Related Payments Exclude Widows and Widowers Age 60+OACT / Trust Funds / ClassificationSection VI.H disability-related OASI accounting includes adult disabled children, disabled widows/widowers aged 50–59, and certain mothers/fathers caring for disabled children; excludes disabled widows/widowers age 60+ because age eligibility provides entitlement independent of disability.published_20262026-10-095R147_E0010actuarial_reporting_rule2020–2021 January 3 Early Trust Fund Payment AdjustmentOACT / Trust Funds / Statistical Rules2026 Trustees Report Tables VI.H1 and VI.H2 adjust 2020 and 2021 to place scheduled January 3, 2021 benefit payments (actually paid December 31, 2020) in the regular 2021 period for calendar-year comparability.published_20262026-10-095R147_E0011actuarial_projection_rule2026 OASI Disability-Related Estimates Use Intermediate Trustee AssumptionsOACT / Trust Funds / Projection Status2026 Trustees Tables VI.H1 and VI.H2 provide estimated scheduled payments for 2026–2035 under intermediate assumptions. The 2026 projected OASI disabled-related payment is $17.530 billion, not a finalized FY2026 transaction ledger.published_20262026-10-095R147_E0012organizationSSA Office of Analytics, Review, and Oversight (OARO)OAROHearings / Appeals / OrganizationSSA organization responsible for Appeals Council review functions including new court case certified administrative record preparation and court-remand processing, as described by SSA FY2026 public workload files.documented_20262026-10-095R147_E0013public_xml_data_productFY2026 National New Court Cases Quarterly Receipts, Dispositions and PendingHearings / Federal Courts / Open DataSSA FY2026 National New Court Cases public XML tracks new federal civil suits following Appeals Council denial, and Appeals Council receipts, dispositions and pending case counts through June 26, 2026.published_20262026-10-095FY2026 partial-year report, not full FY2026 total.R147_E0014public_xml_data_productFY2026 Court Remands Quarterly Receipts, Dispositions and PendingHearings / Federal Courts / Open DataSSA FY2026 court-remands public XML tracks federal court remands to SSA for further administrative action and Appeals Council receipts, dispositions and pending cases, through June 26 2026.published_20262026-10-095FY2026 partial-year report, not full FY2026 total.R147_E0015judicial_processing_ruleAppeals Council Certified Administrative Record for New Federal Court CasesHearings / Court / EvidenceFor a new federal civil lawsuit following Appeals Council denial, the Appeals Council prepares an administrative record containing a copy of the claim folder and provides it to the court of jurisdiction.documented_20262026-10-095R147_E0016public_xml_data_productCourt Remands and New Federal Court Cases Filed Annual Series 2010–2025Hearings / Courts / StatisticsSSA public XML longitudinal series compares annual court-remand returns with the count of new court cases filed, FY2010–2025; FY2025 had 9,457 court remands and 15,098 newly filed court cases.published_20262026-10-095R147_E0017statistical_interpretation_ruleAnnual Court Remands versus Court Filings Are Not the Same Case CohortHearings / Courts / Statistical RulesAnnual court remands often concern lawsuits initiated months or years earlier, so dividing annual court remands by new court filings for the same FY cannot establish an ultimate remand probability for that filing cohort.published_20262026-10-095R147_E0018public_xml_data_productAppeals Council Remands Share of All Review Dispositions FY2010–2025Hearings / Appeals / StatisticsSSA longitudinal XML reports Appeals Council remand actions as share of all request-for-review dispositions, 2010–2025; FY2025 13,062 remands out of 84,045 AC review dispositions (15.54 percent).published_20262026-10-095R147_E0019statistical_reporting_ruleAppeals Fiscal Year 2016 and 2022 52-Week versus 53-Week VariantsHearings / Appeals / StatisticsSSA annual Appeals Council and court remand public tables separately report 52-week and 53-week totals for FY2016 and FY2022; comparisons must use consistent fiscal-year period definitions.published_20262026-10-095R148_E0001mi_table_referenceFPAR – published hearings and appeals MI table identifierFPARHearings / Management Information / Published Data DictionaryAC requests for review, receipts, dispositions and certain court-case metricsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0002mi_table_referenceFPALT – published court and hearings MI table identifierFPALTHearings / Management Information / Published Data DictionaryNew court cases, court remands, and related adjusted receipt/disposition countsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0003mi_table_referenceFPASDOH – published hearing-office MI table identifierFPASDOHHearings / Management Information / Published Data DictionaryHearing office workload, average processing time, dispositions, and reporting period fieldsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0004mi_table_referenceFPDSAR – published Appeals Council MI table identifierFPDSARHearings / Management Information / Published Data DictionaryRemand and grant-review reporting in the public data dictionarydocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0005mi_table_referenceMALJDOH – published ALJ MI table identifierMALJDOHHearings / Management Information / Published Data DictionaryALJ names and favorable, partially favorable and unfavorable disposition countsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0006mi_table_referenceFPASEF – published electronic/paper folder MI table identifierFPASEFHearings / Management Information / Published Data DictionaryCounts of pending cases in electronic and paper formatsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0007mi_table_referenceHROFFICE – published hearing office reference tableHROFFICEHearings / Management Information / Published Data DictionaryOwning hearing office name shown in public hearing-office reportsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0008mi_table_referenceMVIDHEAR – published video-hearing MI table identifierMVIDHEARHearings / Management Information / Published Data DictionaryIn-person hearings count in published data dictionarydocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0009mi_table_referenceMVIDYEAR – published video hearing MI table identifierMVIDYEARHearings / Management Information / Published Data DictionaryVideo teleconference hearings count in published data dictionarydocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0010mi_table_referenceWRKUNH – published video opt-out MI table identifierWRKUNHHearings / Management Information / Published Data DictionaryVideo hearing opt-out data sourcedocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0011mi_table_referencePACAR – published remand reason MI table identifierPACARHearings / Management Information / Published Data DictionaryRemand reason information in public hearings dictionarydocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0012mi_table_referenceRMDRSN – published remand reason reference tableRMDRSNHearings / Management Information / Published Data DictionaryRemand reason category source used for top ten remand reportsdocumented publication identifier; current physical deployment not inferred2026-10-094Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0013data_elementDSPN_AVGPT: Hearing-Disposition Mean Elapsed Calendar DaysDSPN_AVGPTHearings / Published Data DictionarySMALLINT NOT NULL; calendar days from hearing request date to disposition date; not days of employee processing timedocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0014data_elementADJ_RCVD_CNT: Adjusted Hearing or Review ReceiptsADJ_RCVD_CNTHearings / Published Data DictionaryINTEGER NOT NULL; adjusted receipts, not necessarily gross new receiptsdocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0015data_elementPEND_END_CNT: Pending Cases at Reporting Period EndPEND_END_CNTHearings / Published Data DictionaryINTEGER NOT NULL; excludes cases in CLSD statusdocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0016data_elementEFCASES: Electronic Cases Pending CountEFCASESHearings / Published Data DictionaryINTEGER NOT NULL; electronic-format cases pending at end of perioddocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0017data_elementPAPERCASES: Paper Cases Pending CountPAPERCASESHearings / Published Data DictionaryINTEGER NOT NULL; paper-format cases pending at end of perioddocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0018data_elementTOTAL_ALJ_DISPOSITIONS_ACROSS_ALL_OFFICES FieldTOTAL_ALJ_DISPOSITIONSHearings / Published Data DictionaryINTEGER NOT NULL; judge-wide total can differ from office-specific judge disposition countdocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0019data_elementDLY_DSPN_ALJ_ACNT: Dispositions per Day per Available ALJDLY_DSPN_ALJ_ACNTHearings / Published Data DictionaryDECIMAL(5,2) NOT NULL; mean per-day dispositions, not judge-specific work timedocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0020data_elementREMAND_REASON: Administrative or Court Remand CategoryREMAND_REASONHearings / Published Data DictionaryCHAR (MULTIPLE) NOT NULL; remand reason category in AC and federal-court reportsdocumented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0021publication_ruleFY2026 OHO Average Processing Time Measures Calendar DaysHearings / Performance ReportingDSPN_AVGPT is calendar days between request and disposition, not active handling or elapsed time from application.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0022public_data_productFY2026 OHO August 28 Hearing Office Average Processing Time RankingHearings / FY2026 / Public DataSSA published office rankings through 2026-08-28 with 228 fiscal-year workdays; excludes later reporting periods; satellite offices may be separate.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0023public_data_productFY2026 OHO August 28 ALJ Dispositions per Day RankingHearings / FY2026 / Public DataSSA released hearing-office ranking through 2026-08-28 using 228 workdays; not a measure of total effort by individual ALJs.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0024business_ruleeRPS Partnership or Sole Proprietorship Individual-Payee ClassificationRepresentative Payee / Identity / Business ClassificationSole proprietors and general/limited partnerships are entered as individual payees under owner/general partner SSN even where EIN exists.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0025business_ruleeRPS Joint-Guardian Single-SSN and Additional-Guardian Note RuleRepresentative Payee / Person IdentityJoint guardian cases use SSN of first named guardian as identifier; additional guardian names and SSNs are documented in applicant note.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0026address_provenance_ruleeRPS Organization ID Physical-Location ZIP ProvenanceRepresentative Payee / Organization Identity / AddressOrganization ID uses ZIP of physical business location; verified EIN is not independently unique for eRPS organizational identification.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0027process_boundaryDHS SAVE Claims versus Enumeration Access-Route SeparationIdentity / DHS / External ExchangeClaims use I-Main access to SAVE, while enumeration uses SSNAP; SAVE/USCIS status confirmation is not benefits eligibility adjudication.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0028evidence_retention_processDHS Immigration Evidence Copy and SAVE Response Electronic FilingIdentity / Immigration / Claims EvidenceSSA directs employees to copy immigration document and SAVE response, upload to electronic evidence folder/eView and return original document.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0029verification_ruleSAVE Unconfirmed Status Additional Verification RequirementIdentity / DHS / Program IntegrityA SAVE query that does not confirm alleged lawful status does not alone justify suspending benefits; obtain secondary G-845 verification as required.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0030verification_ruleTitle II DHS Lawful-Presence Document Status-Specific Reverification ScheduleTitle II / Immigration / Periodic Verification2026 evidence matrix specifies verification after defined periods or document expiration for particular immigration categories; no universal fixed-date rule.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0031person_identity_ruleRepresentative Payee ABLE Account Ownership and Signature Authority SeparationRepresentative Payee / External Financial AccountBeneficiary owns ABLE funds, SSA representative payee may differ from account signatory; payee must have authority to deposit SSA benefits.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0032payment_control_ruleABLE Account Signature Authority Loss Requires Direct-Deposit ChangeRepresentative Payee / Payment ControlWhen payee loses ABLE signature authority, cannot continue receiving benefits into that account; report and re-evaluate suitability/capability.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0033financial_provenance_ruleABLE Account SSA Conserved Funds Segregation and Two-Year Payee Record GuidanceRepresentative Payee / Accounting and RetentionPayees advised to preserve records at least two full calendar years; mixed ABLE contributions require tracking SSA benefits separately from non-SSA monies.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0034financial_process_ruleABLE Conserved Funds Payee Change Direct-Signature Transfer ExceptionRepresentative Payee / Payment and ConservationSSA may approve direct transfer of control/signature authority for ABLE account on payee change; otherwise former payee generally returns conserved benefits.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0035public_statistical_product2026 Annual Statistical Supplement Table 5.L1 OASDI Representative-Payee Beneficiary CountsOACT / OASDI / Representative PayeeDecember 2025 MBR 100% population: 4,601,291 of 70,451,490 OASDI beneficiaries have payees; 674,114 of 7,125,880 disabled workers (9.5%).documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R148_E0036statistical_interpretation_ruleOHO ALJ Dispositions Across All Hearing Offices Counting RuleHearings / Public Data / GeographyIndividual ALJ total across offices can differ from dispositions shown for a given hearing office because some ALJs decide cases in multiple offices.documented publication identifier; current physical deployment not inferred2026-10-095Verified name/purpose only; underlying platform, persistence, and current production status not independently established.R149_E0001identity_access_controlMBR/SSR Field Office In-Person-Only Safety Special MessagePerson / Access / AddressA field office alone can add an MBR or SSR special message to require face-to-face proof-of-identity contact when supported by HALE, fraudulent changes or alleged identity theft.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0002document_evidenceSigned Beneficiary In-Person-Only Contact RequestPerson / Evidentiary DocumentField office must obtain signed documentation for in-person-only handling when the claimant requests such treatment; staff scan evidence into NDRed or eView as appropriate.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0003information_disclosure_controlSpecial-Message No Telephone Release or Address-of-Record Mailing ControlPerson / Privacy / AddressFor a qualifying in-person-only MBR/SSR marker, no personal information release by telephone, no mail to the address of record in response to telephone inquiry, and no record change based on telephone contact.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0004policy_constraintMBR/SSR Special Message Cannot Serve as Customer PasswordIdentity / SecuritySSA says customer-selected passwords, security phrases and security codes must no longer be placed in MBR or SSR special-message fields.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0005policy_exceptionMBR/SSR In-Person-Only Marker Routine-Use and Online-Service ExclusionsPerson / PrivacySafety special-message instructions do not displace authorized routine-use third-party disclosures or separately authorized online/automated response password services.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0006disclosure_processPending-Hearing Evidentiary Record Access ProcedureHearings / Evidence / PrivacyClaimants and appointed representatives may request evidence that will become part of the hearing record before or during proceedings.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0007policy_constraintPending-Hearing Requested-Documents-Only Disclosure RuleHearings / EvidenceWhen handling pending-hearing access requests, use requested material by photocopy or electronic folder copy on compact disc, and do not request the entire folder unless necessary.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0008disclosure_data_productHearing Audio Recording Duplicate on Compact DiscHearings / Evidence / DisclosureSSA records hearings as audio and can provide a duplicate recording on compact disc to a claimant or authorized representative.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0009policy_constraintALJ-Need Hearing Transcript Production RuleHearings / Evidence / WorkflowSSA generally prepares a hearing transcript when an administrative law judge needs one for decision or dismissal; a transcript is not presumed to exist for every hearing.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0010statistical_publication_seriesOACT Insured-Worker Disability and Death Probability Actuarial Notes 2016.6–2026.6OACT / Statistical PublicationsOACT publicly catalogs annual actuarial notes on insured-worker disability and death probabilities for 2016.6 through 2026.6 with author and publication dates.historical published note series (2016–2026)2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0011actuarial_publicationOACT Actuarial Note 2026.6 Insured-Worker Disability and Death ProbabilitiesOACT / Disability / MortalityJuly 2026 entry in OACT actuarial note series titled Disability and Death Probability Tables for Insured Workers; authored by Johanna Maleh, Brendan Yaw, and Tiffany Bosley.published July 2026; index evidence only2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0012publication_format_controlOACT Actuarial Notes Historical Nonrevision and PDF Update PolicyOACT / Publication ProvenanceSSA explains its actuarial notes are historical documents normally not revised and that current note updates are made in PDF only.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0013data_exchange_agreement_categorySASRO State-Record Single-Query IEA CategoryData Exchange / Person / StatesThe SSA Access to State Records Online agreement allows an SSA single electronic query of defined state records for file updates, SSN assignment, and Title II/XVI eligibility/payment verification; scope varies by signed agreement.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0014data_exchange_agreement_category2018 Section 103A Foster-Care Placement and Representative-Payee IEA CategoryData Exchange / Representative PayeeState foster-care agencies report minors entering or exiting foster care or changing placements, supporting payee suitability and possible state liability for minors’ overpayments.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0015data_exchange_agreement_categoryState ABLE Account Statements and Balances IEA CategoryData Exchange / SSI / ResourcesState ABLE administrators disclose distributions and balances for SSI resource verification, subject to applicable IEA safeguards and program eligibility evaluation.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0016data_exchange_agreement_categoryHAVA Voter Last-Four-SSN State Verification IEA CategoryData Exchange / Identity / StatesFor qualifying voter registrations lacking a driver license, SSA verifies name, DOB and last four SSN digits for state MVA and returns a death indicator if applicable.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0017data_exchange_agreement_categoryInterstate Benefit Inquiry ICON Wage and Unemployment IEA CategoryData Exchange / Earnings / StatesSSA makes a single electronic inquiry for wage and unemployment information held by state agencies through Interstate Connection Network, for program eligibility or payment development.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0018data_exchange_agreement_categoryMotor Vehicle Administration Overnight SSN-Verification IEA CategoryData Exchange / Identity / StatesSSA provides overnight batch SSN verification to state motor vehicle agencies to support driver license and identity-card programs.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0019data_exchange_agreement_categorySSOLV AAMVA Connectivity and Billing IEA CategoryData Exchange / Identity / StatesAAMVA provides connectivity, billing and help-desk services to MVAs; SSA supplies SSN verification via AAMVA’s network under the SSOLV IEA class.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0020data_exchange_agreement_categoryState Transmission Component Data-Conduit IEA CategoryData Exchange / State GatewayThe designated STC transmits only approved SSA data between SSA and recipient state agencies, but has no authority to change downstream state disclosures or uses.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0021security_governance_controlState Transmission Component Three-Year OIS Onsite Security ReviewData Exchange / Security GovernanceSSA policy requires Office of Information Security onsite security compliance reviews of a state transmission or transfer component every three years.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0022data_exchange_agreement_categoryIEA-F Federally Funded State-Administered Program Agreement CategoryData Exchange / States / GovernanceIEA-F accompanies applicable state-level matching agreement and specifies the SSA data, authorized systems, delivery method and security terms for federally funded state-administered programs.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0023data_exchange_agreement_categoryIEA-S State-Funded State-Administered Program Agreement CategoryData Exchange / States / GovernanceStand-alone IEA-S covers state-funded state-administered benefits; financial terms for new data requests may instead require a reimbursable IEA.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0024information_governance_controlIEA-F and IEA-S 30-Month Certification of ComplianceData Exchange / GovernanceSSA policy requires a Certification of Compliance document every 30 months for IEA-F and IEA-S; do not treat a template as an executed agreement.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0025data_exchange_agreement_categorySSA Research and Statistical Nonadverse-Benefit MOU/MOA CategoryData Exchange / ResearchSSA generally uses MOUs or MOAs when sharing data for research or statistics or exchanges that do not directly adversely affect cash benefits and do not qualify as a matching program.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0026grant_administration_processSSA Discretionary Grant External Expert Peer ReviewProcurement / Grants / GovernanceSSA uses expert peer reviews in evaluating competitive discretionary grant applications after an administrative completeness review.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0027grant_administration_recordSSA Grant Budget Detail Worksheet and Narrative Cost AnalysisProcurement / GrantsGrant application includes budget-detail calculations and narrative; SSA grants officer evaluates reasonableness, necessity, allowability and costs under 2 CFR 200.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R149_E0028grant_administration_controlSSA Continuation Grant Prior-Year SF-425 Review ControlProcurement / GrantsBefore continuation award, grants officer checks prior-year program reports and Federal Financial Report SF-425 have been submitted.documented policy / published product; current technical implementation not inferred2026-10-095Verified published SSA policy or product; data semantics not equivalent to physical repository, automatic master-record update, or active live integration.R150_E0001business_processNumident sex-code cross-record update requirementidentity/NumidentWhen SSA updates a number holder sex-at-birth code in Numident, an employee must update matching MBR, SSR, RPS or other relevant records; instructions do not establish automated synchronization.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0002business_processNumident parent-name dependent benefit-record reviewidentity/NumidentAfter correcting a parent name on a child Numident, ask whether the parent is a Title II beneficiary, SSI recipient or representative payee and review MBR, SSR or RPS for needed corrections.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0003data_attributeNumident sex-at-birth correction evidence categoryidentity/NumidentSSA requires supporting birth or nationality documents under RM 10212.200 before adjusting the Numident sex-at-birth field; a qualifying verified keying error instead follows SSNAP NCP.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0004interface_dataExtra Help IRS 1099-INT and 1099-DIV financial-income matchIRS/Part DIRS supplies interest, dividend and distribution amounts, not bank account balances, for Medicare Part D Extra Help resource comparison.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0005derived_data_attributeExtra Help interest-derived estimated account balanceIRS/Part DSubsidy-determination process estimates financial-account balance using matched interest amount; estimate is agency comparison data rather than an observed bank balance.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0006decision_controlExtra Help 2026 financial resource verification thresholdsMedicare Part DPublished 2026 resource comparison thresholds are $16,590 single and $33,100 married, subject to applicable burial-exclusion adjustment; crossing comparison tolerance selects a verification workflow.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0007data_attributeExtra Help applicant-alleged liquid resourcesMedicare Part DApplication-reported financial resources are compared against agency-derived resource information; inconsistencies may warrant claimant contact and additional evidence.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0008business_processMAPS liquid-resource discrepancy reconciliationMedicare Part DEmployee checks excluded amounts, asks claimant whether they agree with agency information, reviews account statements or other evidence where needed, and documents a resolution.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0009user_interfaceMAPS Medicare System Query source attribution for balancesMedicare Part DMedicare System Query identifies underlying agency-source information where MAPS summary bank-account and stock/bond fields do not disclose the original source.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0010decision_controlMAPS resolved and failure-to-cooperate decision submissionMedicare Part DFor liquid-resource discrepancies employee records verified amounts and selects Resolved or Failure to Cooperate before submitting to subsidy determination.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0011evidence_artifactCPAS submitter-maintained signing audit certificateclaims/e-signatureThird-party submitter must be able to produce a digital certificate showing signer, signature date/time, associated email/IP addresses, document-modification status and audit-to-form identifier.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0012retention_ruleCPAS audit certificate three-year submitter retentionclaims/e-signatureSubmitter retains the unredacted CPAS digital audit certificate for at least three years after filing with SSA; agency staff are not required to validate vendor audit generation at intake.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0013evidence_artifactCPAS appended per-form signature date-time certificate pageclaims/e-signatureWhere required date and time are absent from individual form signature area, a contemporaneously appended certificate page is required for each affected form; a shared page for bundle is insufficient.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0014decision_controlCPAS original audit certificate fraud-referral evidentiary prerequisiteprogram integrityBefore referring suspected fraudulent commercial product signatures, employees must request original submitter audit certificate as part of case development.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0015workflow_exceptionRASR first-entry-only CPAS checkbox exceptionrepresentationWhen CPAS flag was not coded at creation of RASR appointment, it cannot be edited in RASR; employee annotates MCS DW01 as alternative.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0016case_status_ruleDCPS advisory medical assessment designation on DHU transferdisability/hearingsFor pre-hearing cessation cases sent to DHU, DCPS marks relevant consultant medical assessments Advisory within DDE.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0017workflow_exceptioneView notes-based advisory label for immutable assessmentdisability/hearingsIf medical assessment is already imaged in CEF and cannot be altered, employee adds Advisory to eView document detail Notes field instead of changing the scanned evidence.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0018evidence_productSSA-887 Summary of Evidence chronological CPD separationdisability/hearingsSSA-887 presents post-Comparison Point Decision medical/vocational evidence in Section A and evidence at CPD in Section B; age-18 redetermination omits CPD evidence.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0019business_processDDS less-than-fully-favorable pre-hearing DHU referraldisability/hearingsPre-hearing cessation cannot issue less-than-fully-favorable result; DDS transfers to Disability Hearing Unit with case control update and SSA-408 for paper folder.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0020cross_case_alertCompassionate Allowances same-SSN Appeals Council case notificationdisability/appealsWhen a new EDCS-transferred DDS case is CAL-selected or CAL-removed while earlier case pending at Appeals Council, eView sends AC message identifying related SSN and CAL status.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0021work_priority_ruleCompassionate Allowances priority across adjudication levels after denialdisability/appealsPreviously CAL-classified disability case retains fast-track priority through appeals even when denied; eView header CAL:Y or MCS/CCE issue evidences past CAL handling.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0022work_controlCAL post-transfer field-office 20-day initial-claim tickledisabilityWhen CAL condition is identified after DDS transfer, FO marks MCS DW01 or CCE development worksheet with 20-day follow-up for initial claims; appeal cases do not need this tickle.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0023retention_ruleWC/PDB offset proof permanent evidence retentionpayments/disabilityWorkers compensation and public disability benefit proof must be permanently retained; EVID summarized verification alone does not satisfy permanent proof preservation.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0024document_routingWC/PDB concurrent eFolder and PC Paperless copy requirementpayments/disabilityFor electronic claims copy or fax relevant WC/PDB proof into electronic claims folder; when PC action is required also transmit into Processing Center Paperless for access.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0025access_controlWC/PDB Paperless Processing Center field-office access limitationinfrastructure/workflowField offices cannot view WC/PDB proof stored exclusively in processing-center Paperless, requiring separate electronic-folder availability for FO use.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0026work_controlAppeals Council UAT two-day verification and five-day escalationhearings/appealsAfter sending the AC additional-evidence UAT notification, staff check for response after two business days and escalate if no response within five workdays according to instructions.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0027decision_controlAppeals Council post-hearing evidence protective-filing reviewhearings/appealsEvidence submitted after a hearing may relate to potential subsequent-claim protective filing rather than evidence allowable into current appeal; employee must evaluate policy before disposition.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0028online_service_rulee1696 electronic appointment portal attachment exclusionrepresentationSSA electronic SSA-1696 completion channel does not allow other documents to be uploaded as attachments with the e1696 transaction.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0029process_separationRASR representative appointment versus fee-assignment independent outcomerepresentationA representative appointment may be properly recorded in RASR even when the separate fee-assignment request in same transaction is invalid or requires additional development.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0030retention_ruleSSA vendor capability submissions approximately one-year retentionprocurementSSA Office of Acquisition and Grants Vendor Repository states submitted capability statements are retained approximately one year and then removed; interested vendors must submit refreshed information.Documented policy or workflow; physical implementation not inferred2026-10-095R150_E0031document_routingRepresentative communication electronic-versus-paper copy routingrepresentationRepresentative correspondence copy appears in electronic case retrieval for electronic claims; paper custody cases require directed copy and possible Evidence Portal route to component maintaining folder.Documented policy or workflow; physical implementation not inferred2026-10-095R151_E001identity_update_workflowDeceased Numberholder Numident Correction RequestPerson/IdentityFor claims purposes, an authorized requester may seek changes to name, date of birth, or citizenship/alien status on a deceased numberholder Numident, following specified evidence review.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E002identity_proofing_requirementDeceased Numberholder Requester Identity and Relationship EvidencePerson/IdentityEmployees verify the identity of the person seeking correction and evidence of their relationship with the deceased numberholder.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E003enumeration_workflow_controlDeceased Numberholder SSNAP Card Issuance SuppressionPerson/IdentitySSNAP Additional Info screen requires suppress card issuance during Numident correction for deceased numberholder.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E004death_update_workflowDeceased Numberholder Missing Death Record DIPS EntryPerson/IdentityWhere death not shown on Numident, field office obtains certificate and adds death through DIPS after applicable Numident correction.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E005state_government_organizationWashington State Department of Labor and IndustriesExternal exchangesWashington WC payer and recipient of SSA entitlement/offset data sheets under DI 52120.265.documented_active_partner2026-10-0952026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E006formForm SSA-1709 Request for Workers Compensation or Public Disability Benefit InformationDisability/PaymentsState WC/PDB evidence form; amended state returns may require recalculation of SSA WC offset; form alone does not provide legal fees.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E007state_notification_formWashington Workers Compensation Social Security Benefit Notification and Data FormExternal exchangesSSA sends state WC data sheet by fax or mail after adjudication and when offset is reimposed; retains copy in appropriate evidence repository.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E008benefit_offset_processWashington WC Reverse Jurisdiction Offset ProcessingDisability/PaymentsConditional Title II WC reverse-jurisdiction rule ties state offset and SSA offset to month of SSA adjudication, with age-62 control.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E009claims_system_screenMCS WPCL Common Workers Compensation or Public Disability Claim Data ScreenDisability/PaymentsMCS screen for reverse-jurisdiction indicator and start date; temporary input is revised after adjudication for WA reverse-offset cases.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E010work_controlWashington Reverse Offset Age-62 042 Diary ControlDisability/PaymentsSSA establishes a 042 diary with due date four months before the numberholder turns 62 to revisit offset.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E011claims_processing_limitWashington WC MCS Auto-Initiate ExclusionDisability/PaymentsSSA instructs employees not to enter nonmedical completion or auto-initiate for MCS Washington periodic reverse-offset processing cases.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E012claims_processing_workflowWashington WC ICF WCCD Manual Processing AlternativeDisability/PaymentsWhen MCS limits processing of WA WC/PDB, employee enters conditional reverse-jurisdiction information using ICF WCCD screen.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E013evidence_correction_workflowWashington WC Reopened Award Amended SSA-1709 ReviewDisability/PaymentsWashington L&I can send amended SSA-1709 after reopening/revision; employees must rework SSA offset using corrected information.documented_policy2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E014historical_batch_processHistorical Weekly PEBES-IRS IMF Address MatchingAddress Provenance and IRS2015-revised POMS describes name/SSN weekly IRS IMF address request after matching Puerto Rico and Virgin Islands tax agency address files; one-week turnaround in that historical procedure.historical_as_of_20152026-10-0942015 revised policy; September 2026 website batch does not establish unchanged current weekly implementation. Mailing-use only; no master-record address update inferred.R151_E015historical_batch_responseHistorical PEBES IRS Address No-Match ResponseAddress Provenance and IRS2015-revised POMS reported about 15% of weekly IMF Statement address lookups returned no match.historical_as_of_20152026-10-094Historical percentage, not a current operational rate. No-match does not establish absence of other SSA address information.R151_E016address_quality_constraintHistorical IRS IMF Batch Versus IRS Inquiry Address DifferenceAddress Provenance and IRS2015-revised POMS warns addresses available to IRS direct-contact online users may differ from IMF addresses delivered to SSA through the batch process.historical_as_of_20152026-10-094Historical system behavior only; not a claim about present IRS synchronization or an SSA master-record write.R151_E017published_statistical_table2026 Statistical Supplement Table 7.D1 SSI Recipients by Other Income SourceActuarial/Statistical productsDecember 2025 full-population SSR count and average monthly earned/unearned income by SSI eligibility category and age.published_2026_sectional2026-10-0952026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E018published_statistical_table2026 Statistical Supplement Table 7.D2 SSI Social Security Benefits by State and AgeActuarial/Statistical productsDecember 2025 table by state/other area, eligibility category and age: percentage with Social Security income and average Social Security amount.published_2026_sectional2026-10-0952026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E019statistical_method2026 SSI Other-Income Table Full-Population SSR DenominatorActuarial/Statistical productsTables 7.D1/7.D2 derive from 100 percent Supplemental Security Record for December 2025, not sampled estimates, with specified SSI eligibility/age categories.documented_publication_rule2026-10-0952026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E020notice_templateWAV001 Waiver Rights Notice ParagraphPayments/DebtSystem-generated initial overpayment notice text advises about waiver process, personal conference, appeal, and timing protections.documented_2026_notice2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R151_E021public_submission_process2026 Waiver Request Multichannel SSA-632 Submission InstructionsForms/Digital intakeSystem-generated WAV001 directs over-$2,000 waiver requests to SSA-632 via online route and suggests Upload Documents, mail, or field office delivery; $2,000 or less directs telephone contact.documented_2026_notice2026-10-0942026-10-09 observed; only attributes established by cited source; no inferred implementation technology or persistence.R152_E001data_attributeNumident Date-of-Birth FieldDOBIdentity / PersonDate of birth on Numident can differ from DOB previously established for benefit payment, subject to proof and record-specific correction rules.documented_policy2026-10-095Source: R152_S001. R152_E002data_attributeMBR Date-of-Birth Proof CodeMBR DOB proofTitle II / IdentityMBR proof categories A/B/C/F/P/Q or no code affect when its DOB can serve as evidence for a Numident change.documented_policy2026-10-095Source: R152_S001. R152_E003data_attributeSSR Date-of-Birth Proof CodeSSR DOB proofTitle XVI / IdentitySSR DOB proof categories B/C/E/F/Q or no code have conditional rules for whether SSA can adopt record age evidence.documented_policy2026-10-095Source: R152_S001. R152_E004business_processNumident DOB Correction Using Benefit-Record Age ProofAge proof reuseIdentity / GovernanceEmployees may accept certain MBR/SSR proof codes to correct Numident without additional age evidence, only under category and entitlement conditions.documented_policy2026-10-095Source: R152_S001. R152_E005business_ruleBenefit-Record Date-of-Birth Administrative Finality RestrictionFinalityIdentity / BenefitsEven after supported Numident correction, SSA may be prohibited from revising an established MBR or SSR payment determination by administrative-finality rules.documented_policy2026-10-095Source: R152_S001. R152_E006business_processNumident DOB State Vital-Record Collateral VerificationBVS ageIdentity / External ExchangesEmployees may verify birth records with state vital statistics; evidence requirements differ for primary and alternative birth evidence.documented_policy2026-10-095Source: R152_S001. R152_E007business_processNumident DOB Keying-Error Evidence ComparisonDOB key errorIdentity / EnumerationEmployees compare paper SS-5 or microprint DOB with Numident to identify true keying errors before NCP correction.documented_policy2026-10-095Source: R152_S001. R152_E008recordSS-5 Archived Birthdate Application EvidenceSS-5 DOB archiveIdentity / EvidenceOriginal SS-5 records/microprints accessed for DOB comparison; documentation mentions IRON and SS-5 Reprints links in SSNAP.documented_policy2026-10-095Source: R152_S001. R152_E009application_screenSSNAP Proof of Age ScreenSSNAP POAIdentity / EnumerationSSNAP records evidence verification and whether the state Bureau of Vital Statistics confirmed that no birth certificate exists.documented_policy2026-10-095Source: R152_S001. R152_E010form_platformSSA inForms Form-Access EnvironmentinFormsCustomer Forms / OperationsSSA EM-25054 states the revised SSA-821-BK is accessible in inForms; no hosting or storage architecture supplied.documented_policy2026-10-095Source: R152_S002. R152_E011modernization_workflow2025 SSA-821-BK Work Activity Report Redesign821 modernizationDisability / Forms2025 EM streamlined work reports, clarified work incentives, removed certain wage-guess tables, and improved Upload Documents compatibility.implemented_form_revision_20252026-10-095Source: R152_S002. R152_E012form_field_changeSSA-821-BK Prefilled IRS Earnings Table RemovalIRS TableEarnings / Source ProvenanceThe revised form removed the former prefilled IRS earnings table in favor of more recent wage information where available.documented_policy2026-10-095Source: R152_S002. R152_E013form_field_changeSSA-821-BK Pay Stub Received IndicatorStub receipt flagDisability / EvidenceNew SSA-821-BK replaces recurring pay-stub tables with an indication that pay stubs were supplied.documented_policy2026-10-095Source: R152_S002. R152_E014form_field_changeSSA-821-BK Reason Work Ended FieldUWADisability / Work IncentivesRevised form explicitly captures whether employment ended due to disability or another reason, supporting unsuccessful-work-attempt review.documented_policy2026-10-095Source: R152_S002. R152_E015form_field_changeSSA-821-BK Work Accommodation and Knowledgeable Source FieldsAccommodationsDisability / Work IncentivesRevised form asks about subsidies, special conditions and people other than employers who may know about workplace accommodations.documented_policy2026-10-095Source: R152_S002. R152_E016modernization_workflow2026 SSA-820-BK Self-Employment Work Report Redesign820 modernizationDisability / FormsRevised SSA-820 asks about gig work, anticipated self-employment earnings, and work incentives with improved Upload Documents compatibility.implemented_form_revision_20262026-10-095Source: R152_S003. R152_E017form_field_changeSSA-820-BK Gig Work Activity CategoriesGig workEarnings / Work Activity2026 report recognizes rideshare services, food delivery, and internet content creators as examples of self-employment.documented_policy2026-10-095Source: R152_S003. R152_E018form_field_changeSSA-820-BK Expected Self-Employment Income EstimateFuture incomeEarnings / Work Activity2026 self-employment report removes detailed monthly earnings table and includes expected income estimates.documented_policy2026-10-095Source: R152_S003. R152_E019application_screeneWork Work Review Summary ScreenWork Review SummaryDisability / EarningsPOMS indicates eWork adds employer to this screen when PIE payroll data carry an EIN not already recorded for that beneficiary.documented_policy2026-10-095Source: SRC160. R152_E020application_componenteWork Pay Stub TablePay Stub tableDisability / EarningseWork displays PDP wages from PIE and other verified wage data with source attribution.documented_policy2026-10-095Source: SRC160. R152_E021application_screeneWork Earnings Details ScreenEarnings DetailDisability / EarningsScreen displays monthly earnings and verified-by source codes for use in work continuing disability reviews.documented_policy2026-10-095Source: SRC160. R152_E022exception_workfloweWork Payroll-Employer EIN Mismatch HandlingEIN reconciliationDisability / EarningsWhen new PDP wages have employer EIN absent from existing eWork case records, eWork adds employer to review summary.documented_policy2026-10-095Source: SRC160. R152_E023business_ruleeWork Duplicative Wage Source Priority OrderSource orderEarnings / GovernanceFor same-employer same-period conflicting wage lines, POMS prioritizes PDP, SSA employee, myWageReport, then employment-network data.documented_policy2026-10-095Source: SRC160. R152_E024business_ruleDisability Wage Earned-Month Versus Paid-Month ReconciliationPaid versus earnedDisability / EarningsWork determinations prioritize when earnings are earned, with paid-month presumption when actual earning period cannot be established.documented_policy2026-10-095Source: SRC160. R152_E025business_processPost-Entitlement Work CDR Earnings Verification PriorityPost-entitlement verificationDisability / WorkPOMS provides source-priority rules for earnings evidence in post-entitlement work CDR determinations.documented_policy2026-10-095Source: SRC160. R152_E026business_processInitial Disability Claim Earnings Verification PriorityInitial claim verificationDisability / Initial ClaimPOMS identifies separate source priorities for disability onset and expedited reinstatement evaluation.documented_policy2026-10-095Source: SRC160. R152_E027applicationInternet Ticket Operations Support SystemiTOPSSDisability / WorkPOMS states iTOPSS contains pay-stub wage data for Ticket to Work beneficiaries accessible through EDCS Consolidated Wage Page.documented_policy2026-10-095Source: SRC160. R152_E028formSSA-L725 Request for Employment InformationSSA-L725Disability / EarningsEmployer earnings verification request treated as last resort for post-entitlement work activity and as specified initial-claim evidence path.documented_policy2026-10-095Source: SRC160. R152_E029workload_controlSSA-L725 Employer Earnings Inquiry Follow-Up DiaryWage employer diaryDisability / WorkloadSSA POMS identifies 15-day field office and 35-day processing center controls for the employer request in specified cases.documented_policy2026-10-095Source: SRC160. R152_E030data_attributeCWHS Self-Employment Schedule SE Residence AddressSchedule SE addressAddress Provenance / StatisticsFor 2023 county worker tabulation, worker geographic assignment first uses address associated with self-employment earnings reporting.documented_policy2026-10-095Source: SRC_R66_005. R152_E031data_attributeCWHS Highest-Medicare-Earnings W-2 Residence AddressW-2 addressAddress Provenance / StatisticsFor workers without Schedule SE, location uses address from wage report with highest Medicare taxable earnings.documented_policy2026-10-095Source: SRC_R66_005. R152_E032statistical_methodCWHS Statistical One-Location Residence AssignmentResidence assignmentAddress Provenance / StatisticsWorker reported in several states/counties is allocated to one area, primarily year-end residence; self-employment address precedes W-2 chosen by highest Medicare wages.documented_policy2026-10-095Source: SRC_R66_005. R152_E033statistical_categoryCWHS Unknown County Residence CategoryUnknown CountyStatistics / Data QualityWhen state is known but county code is unavailable, published tables use Unknown county within state.documented_policy2026-10-095Source: SRC_R66_005. R152_E034statistical_controlCWHS County Small-Cell Disclosure SuppressionDisclosure suppressionStatistics / PrivacySmall values in 2023 earnings and worker tables may be suppressed; state aggregates include suppressed county totals.documented_policy2026-10-095Source: SRC_R66_005. R152_E035statistical_limitationCWHS One-Percent Worker Sample Geographic UncertaintySampling uncertaintyStatistics / ResearchPublished 2023 geographic earnings counts are extrapolations from one-percent Continuous Work History Sample with more uncertainty for small cells.documented_policy2026-10-095Source: SRC_R66_005. R152_E036statistical_limitationSSI Administrative Data Noncountable Program Participation GapSSI Outside ProgramsTitle XVI / StatisticsSSA states SSR does not contain complete information on noncountable external public-assistance program participation.documented_policy2026-10-095Source: SRC_R123_001. R152_E037exception_workflowEVVE Vital-Records Death-Status Conflict InvestigationEVVE death discrepancyIdentity / Program IntegrityEVVE possible-death indication requires record/identity review before death-data or fraud action where SSA identity records disagree.documented_policy2026-10-095Source: SRC401. R152_E038data_quality_alertEVVE Modified Birth-Record AlertAmended birth sourceIdentity / ProvenanceEVVE may return indicator that birth-record information was modified, without specifying which attributes changed.documented_policy2026-10-095Source: SRC401. R152_E039workload_controlIRS Form 3857 Taxpayer Contact Initial 30-Workday Diary3857 30-dayIRS / Program IntegrityForm 3857 direct-contact earnings identity investigation carries an initial 30-workday diary after taxpayer, employer and USPS contact.documented_policy2026-10-095Source: SRC137. R152_E040workload_controlIRS Form 3857 Taxpayer Contact Additional 15-Workday Diary3857 15-dayIRS / Program IntegrityNonresponsive 3857 case triggers further taxpayer/employer/post-office contact with additional 15-workday diary.documented_policy2026-10-095Source: SRC137. R152_E041application_screenItem Correction ERMK Remarks ScreenERMKEarnings / AuditSSA technicians annotate Form 3857 taxpayer/employer and post office contact actions on the ICOR ERMK screen.documented_policy2026-10-095Source: SRC137. R153_E001external_serviceMedicare Premium Collection Center LockboxMPCCMedicare / CollectionsCMS-controlled Medicare premium collection destination in St. Louis; regular monthly or quarterly Part B payments and qualifying mixed remittances go here rather than the Mid-Atlantic PSC.documented_policy2026-10-095Source R153_S001.R153_E002applicationMedicare Premium Direct Billing SystemDBSMedicare / BillingMedicare premium direct billing system referenced by SSA; when normal electronic premium bills cannot be prepared, PSC may manually issue CMS-500. SSA POMS does not establish its database technology or operator.documented_policy2026-10-095Source R153_S001. Do not assume this is an SSA-hosted system.R153_E003formCMS-500 Medicare Premium BillCMS-500Medicare / PaymentCMS premium bill and payment coupon used to identify beneficiary Medicare number and direct payments to MPCC; a PSC can prepare a manual bill when electronic billing is unavailable.documented_policy2026-10-095Source R153_S001.R153_E004formCMS-500A Spanish Medicare Premium BillCMS-500AMedicare / PaymentSSA POMS identifies a Spanish-language version of the CMS-500 premium bill.documented_policy2026-10-095Source R153_S001.R153_E005applicationeFOR Field Office Remittance ApplicationeFORDebt / Medicare / ReceiptsCurrent POMS identifies eFOR as an alternative application for entering and receipting field-office Medicare remittances using designated trust-fund and reason codes. No persistence implementation or hosting inferred.documented_policy2026-10-095Source R153_S001.R153_E006business_processField Office Regular Medicare Premium Remittance RoutingMedicare / CollectionsRegular CMS-controlled premiums paid at an SSA field office are receipted and routed with CMS-500 to MPCC rather than MATPSC; transactions appear on the FODRL.documented_policy2026-10-095Source R153_S001.R153_E007business_processField Office Retroactive Medicare Premium RoutingMedicare / CollectionsRetroactive Medicare premium installments or lump-sum payments follow designated MATPSC/PSC handling; regular premiums follow CMS lockbox routing, subject to 2026 procedures and historical FORT inconsistency.documented_policy2026-10-095Source R153_S001.R153_E008data_elementMedicare Premium Lockbox DMS Code N-HN/HMedicare / AccountingCode combination: trust-fund N (not applicable) plus reason H (CMS lockbox premium), recorded through DMS or eFOR for ordinary Medicare remittances.documented_policy2026-10-095Source R153_S001.R153_E009data_elementRetroactive Medicare Premium DMS Code O-PO/PMedicare / AccountingCode combination: trust-fund O (other) plus reason P (premium installments), recorded through DMS or eFOR for specified retroactive premium remittances.documented_policy2026-10-095Source R153_S001.R153_E010business_ruleMedicare Mixed Retroactive and Regular Premium Remittance ExceptionMedicare / CollectionsFor a single remittance covering lump-sum retroactive and regular monthly Medicare premiums, route full payment to MPCC and notify PSC.documented_policy2026-10-095Source R153_S001.R153_E011business_ruleMedicare Premium Remittance Preaward Rejection RuleMedicare / CollectionsSSA offices should not accept premium before HI/SMI award is prepared because MPCC cannot accept payments before beneficiary record exists.documented_policy2026-10-095Source R153_S001.R153_E012control_riskMedicare Premium Incorrect Trust Fund Deposit IPAC Delay RiskMedicare / Accounting2026 SSA instructions caution that incorrectly depositing Medicare premium money into Social Security Trust Funds can trigger IPAC processing and materially delay crediting; not evidence of an intentional SSA-to-IPAC integration.documented_policy2026-10-095Source R153_S001.R153_E013data_artifactDMS Field Office Remittance Forwarding Instruction SheetDebt / AccountingDMS generates forwarding instructions to indicate destination for Medicare and other nonstandard field-office money items.documented_policy2026-10-095Source R153_S001.R153_E014business_ruleMedicare Premium Field Office Card Payment RestrictionMedicare / CollectionsSSA POMS GN 02403.030 says credit-card premiums cannot be accepted by SSA field office or by phone; this does not prohibit other payment types/programs from using separate card procedures.documented_policy2026-10-095Source R153_S001.R153_E015business_processState BVS Electronic SSN Verification Before Death ReportIdentity / External ExchangesSSA electronically verifies SSNs submitted by participating state BVS agencies prior to the state transmitting a death report linked to a verified number, under applicable SSA-state agreements.documented_policy2026-10-095Source R153_S003.R153_E016business_processState BVS Verified-SSN Death Report Return PathIdentity / Death DataAfter state BVS receives SSA SSN verification, the agency returns a state EDR death report connected with the verified SSN; governing POMS describes prompt death-related benefit action.documented_policy2026-10-095Source R153_S003.R153_E017governance_processState Vital Statistics Record Disclosure for Age and Marital EvidenceIdentity / PrivacySSA may disclose appropriate SSA records to state BVS without individual consent under applicable SORN routine uses to obtain age or marital status evidence for enumeration or benefits.documented_policy2026-10-095Source R153_S003.R153_E018data_productSSA FY2020–FY2024 Annual IT Acquisition Obligation FindingProcurement / OversightGAO analysis found SSA annually obligated at least $1.4 billion on IT acquisitions in each FY2020 through FY2024; figures are acquisitions, not verified system deployment.documented_policy2026-10-095Source R153_S002.R153_E019governance_processSSA IT Contracting Officer Workload-Based Staffing Assessment (April 2026)Procurement / WorkforceGAO reports SSA documented contracting-officer workload and staffing needs using contract award quantity and complexity in April 2026; GAO recommendation 1 closed implemented.documented_policy2026-10-095Source R153_S002.R153_E020governance_processSSA FY2026 Mandatory IT Contracting Officer Acquisition TrainingProcurement / WorkforceGAO reports SSA developed a FY2026 training plan and assigned mandatory IT acquisition training to address contracting-officer competency gaps; recommendation 2 closed implemented.documented_policy2026-10-095Source R153_S002.R153_E021governance_findingSSA CIO Contracting Officer Representative Workload-Assessment Open RecommendationProcurement / WorkforceGAO recommendation 3 remains open in public report: March 2026 CIO policy requires considering quality workload information, but GAO seeks evidence workload data are documented and used.recommendation_open2026-10-095Source R153_S002.R153_E022governance_findingSSA 2019 IT Contracting Officer Training Plan Currency GapProcurement / WorkforceAt GAO 2025 review SSA had not updated its contracting-officer training plan since 2019 despite identified acquisition competency deficiencies; subsequently addressed by FY2026 plan.historical_finding_remediated_20262026-10-095Source R153_S002.R154_E001user_interfaceSERS Order Tracker Remittance Screenpayments/debtSERS Orders tab provides daily order list, scanned check/money-order image review, and Submit/Update Incorrect Order marking.documented2026-10-095R154_E002workload_controlSERS Remittance Supervisor Daily End-of-Day Auditpayments/debtRemittance supervisor compares SERS Order Tracker daily listing and scanned items against field-office check log; DMS FORT/CCFORT/FODRL are separately reviewed for non-SERS collections.documented2026-10-095R154_E003retention_ruleSERS Five-Day Negotiable Instrument Secure Custody and Shreddingpayments/debtAfter SERS scanning and non-negotiable marking, physical checks and money orders are secured for five days and then destroyed; scanned SERS instruments must not be mailed to MATPSC.documented2026-10-095R154_E004exception_workflowSERS Incorrect Order Flag and MDW Processing-Center Correctionpayments/debtStaff flags an incorrect SERS order in Order Tracker and forwards wrong/correct SSN, beneficiary identification code or establishment date, order number, and requested correction via MDW to PC in specified circumstances.documented2026-10-095R154_E005exception_workflowSERS Incorrect Scanned Instrument Double-Credit Remediationpayments/debtIf wrong check is scanned for an order, the correct check may require another order; first incorrect credit requires flagging and Help Desk/processing-center adjustment, not assumed immediate automatic reversal.documented2026-10-095R154_E006business_ruleSERS and DMS Separate Remittance Routing/No Double Mailingpayments/debtSERS scanned check is electronic transaction; DMS FORT/CCFORT and physical MATPSC transfer apply to eligible non-SERS receipts only; sending SERS checks to MATPSC risks double processing.documented2026-10-095R154_E007identity_match_ruleTreasury TOP Debtor TIN and Four-Letter Name-Control Matchprogram_integrityTreasury TOP matches certified disbursements to delinquent debts using taxpayer identification number and name control generally derived from first four characters of last name; for SSA TIN is beneficiary own account number.documented2026-10-095R154_E008interagency_business_ruleSSA Treasury Offset Creditor versus Payment Agency Role Separationprogram_integritySSA participates in TOP as both creditor and payment agency; TOP does not offset SSA benefits to recover a different SSA program debt, which SSA manages through internal cross-program recovery.documented2026-10-095R154_E009workload_controlECO 60-Day Treasury Pre-Offset Due Process Noticeprogram_integrityExternal Collection Operation gives debtor at least 60-day planned offset warning and opportunity to resolve or contest before eligible Treasury referral.documented2026-10-095R154_E010digital_transaction_workflowe1696 Representative-First Claimant-Second Two-Signer Routingrepresentatives/identityRepresentative enters both email contacts, signs in Adobe Sign, then claimant reviews and signs; SSA receives completed electronic appointment only when both participants finish.documented2026-10-095R154_E011lifecycle_rulee1696 Fifteen-Calendar-Day Outstanding Signature Expirationrepresentatives/identityIncomplete electronic representative appointment expires 15 calendar days after representative enters contacts; signer restarts a new form after expiration.documented2026-10-095R154_E012retention_rulee1696 Sixty-Minute Inactive Draft-Session Purgerepresentatives/identityThe public electronic SSA-1696 webpage ends sessions after 60 minutes of inactivity and deletes information entered in that unfinished session; this does not establish backend archival retention.documented2026-10-095R154_E013transaction_attributee1696 Representative and Claimant Transaction Email Contactsperson/address provenanceElectronic representative appointment requires a separate valid email for representative and claimant; email routes signing links, not a verified beneficiary mailing address or master-record update.documented2026-10-095R154_E014access_controle1696 Shared Form-Access Password / Unresettable Credentialidentity/protectionRepresentative creates password used by both signers; SSA cannot reset it and users must restart form after loss; instructions recommend conveying it out-of-band.documented2026-10-095R154_E015notification_workflowe1696 Daily Pending-Signature Reminder and Mailed Processing Confirmationrepresentatives/identitySSA e1696 service sends daily reminders until signing or expiry; electronic receipt copy after completion; SSA subsequently sends a processing notification by postal mail.documented2026-10-095R154_E016legal_role_ruleTreasuryDirect With-Bond Secondary Person Transaction Authorityperson/financial ownershipElectronic savings bond With participant may redeem through owner-granted TreasuryDirect transaction authority but is not co-owner while owner is alive; owner may revoke delegated authority.documented2026-10-095R154_E017adjudication_ruleTreasuryDirect Electronic Gift Bond Inaccessible Resource Testtitle_xvi/resourcesIf gift bond purchaser retains it in purchaser TreasuryDirect account and does not grant delivery/access to registered owner, bond is not a presently accessible SSI resource.documented2026-10-095R154_E018external_data_attributeTreasuryDirect Book-Entry Bond Issue Confirmation Numbertreasury/resourcesIndividual electronic savings bonds use issue-confirmation numbers rather than paper bond serial numbers; account and current holdings remain maintained in TreasuryDirect.documented2026-10-095R154_E019evidence_workflowSavings Bond Source Evidence Documented on SSA EVID Screentitle_xvi/resourcesSSA records paper serial number or electronic confirmation number, denomination, series, issue date and redemption value through EVID; no presumption SSA has direct TreasuryDirect account access.documented2026-10-095R154_E020program_record_updateNon-MSSICS SSR Savings Bond Remarks and RE21 Record Updatetitle_xvi/resourcesFor non-MSSICS SSI cases staff record verified bond count, value, series and dates in SSR remarks and enter RE21 in case characteristics; separate from automated matching alert.documented2026-10-095R154_E021identity_attribution_ruleTreasury Savings Bond Displayed SSN Is Not Proof of Ownershipperson/identityFor savings bond registration, legal owner follows the names on the paper/electronic instrument, not a Social Security number merely printed on the bond; BFS ownership verification may be required.documented2026-10-095R154_E022correction_workflowIRMAA IRS-Corrected Tax Evidence New Initial Determinationirs/medicareBeneficiary-provided IRS error letter or transcript plus return can support revised tax-year-specific IRMAA new initial determination through IRMN, PYTY, IRMA, IRRE and EVID.documented2026-10-095R154_E023evidence_requirementIRMAA IRS Tax-Return Identity-Theft Verification Proofirs/identityWhen asserting IRS tax data were affected by identity theft, beneficiary provides IRS Tax Return Data Base View transcript plus filed return, or qualifying IRS TDS Letter 3538 when no return was required.documented2026-10-095R154_E024adjudication_ruleIRMAA Obvious Tax-Exempt-Interest Transcription-Error Exceptionirs/medicareSSA may accept signed beneficiary tax return instead of IRS correction when TEI difference is clearly a transcription error and no tax audit or protest is pending.documented2026-10-095R154_E025procurement_ruleSSA OAG Unauthorized Contractual Commitment ControlprocurementBefore vendor performs services or delivers supplies, SSA requires an approved procurement instrument by delegated contracting officer or authorized micro-purchaser; others cannot legally bind SSA.documented2026-10-095R154_E026governance_exceptionSSA OAG FAR 1.602-3 Unauthorized Commitment RatificationprocurementOAG may ratify qualifying unauthorized commitments under FAR 1.602-3(c), but ratification is discretionary and may require weeks or months; not presumed completed.documented2026-10-095R154_E027procurement_ruleSSA Published Micro-Purchaser Delegated Dollar LimitsprocurementSSA OAG public notice states delegated micro-purchase limits of $2,000 construction, $2,500 services and $10,000 supplies; temporal applicability of these published thresholds needs checking against governing FAR updates.documented2026-10-094Page undated; these are published figures, not an assertion that federal thresholds cannot change.R155_E0001data_flowIndividual Payee eRPS-to-MBR Overnight Address PropagationPerson and Address ProvenanceIndividual payee address change input in eRPS for Title II automatically reaches MBR the following night.documented_as_of2026-10-105Policy revision 2020; verify live exception handling separately.R155_E0002data_flowIndividual Payee Title XVI eRPS and MSSICS Dual Address EntryPerson and Address ProvenanceIndividual payee address change recorded in eRPS; technician separately uses MSSICS to build SSR because eRPS does not transmit this class of address change to SSR.documented_as_of2026-10-105R155_E0003data_flowInstitutional Payee eRPS Cross-Program Address PropagationPerson and Address ProvenanceFor correctly linked institutional payee records, an eRPS address update automatically updates associated Title II and Title XVI records.documented_as_of2026-10-105Narrow institutional exception; not applicable to all individual payees.R155_E0004workflowRepresentative Payee Mailing Change Residence and Custody ReverificationPerson and Address ProvenanceWhen a representative payee changes mailing address, SSA also gathers payee and beneficiary residence and checks custody.documented_as_of2026-10-105R155_E0005data_maintenance_ruleMACADE Payee Address Parallel eRPS Update RequirementPerson and Address ProvenanceA processing-center MACADE change-of-address transaction requires separate eRPS entry to update the representative-payee record.documented_as_of2026-10-105R155_E0006user_interfaceMAPS Manual Correction Process Portal (MCOR)Medicare Extra HelpMAPS portal/screen entered from the Development Worksheet for post-determination correction of input errors.documented_as_of2026-10-105R155_E0007user_interfaceMAPS SCE and Manual Application Determination Date Screen (DEDS)Medicare Extra HelpMAPS screen used to adjust Report Date to ensure appropriate Extra Help subsidy effective dates after correction.documented_as_of2026-10-105R155_E0008workflowMAPS Post-Determination Reapplication Correction ProcessMedicare Extra HelpCreates a new pending Extra Help application populated from an earlier application and requires a new subsidy determination.documented_as_of2026-10-105R155_E0009data_quality_controlMAPS Corrected-SSN Partial Data Propagation ExceptionPerson/Identity NexusWhen the SSN is changed in a manual correction, certain fields do not propagate to the regenerated application.documented_as_of2026-10-105R155_E0010data_flowMAPS Manual-Correction IRS Data Re-RequestIRS ProvenanceA MAPS manual correction is processed as a new application and causes renewed requests for IRS information; this may create new verification issues.documented_as_of2026-10-105Does not establish IRS address use, retention, IMF/IRMF source, or automated master-record changes.R155_E0011workflow_controlMAPS One Manual Correction Per SSN Per Day RuleMedicare Extra HelpMAPS instructions prohibit more than one manual correction action per day for the same SSN.documented_as_of2026-10-105R155_E0012workflow_controlMAPS Technician Error Sixty-Day Correction WindowMedicare Extra HelpPOMS instructs error corrections within 60 days following initial or hearing determination for specified technician-identified errors.documented_as_of2026-10-105R155_E0013business_processMAPS Corrected Application Subsidy RedeterminationMedicare Extra HelpCorrected application remains pending until MAPS runs the Subsidy Determination process.documented_as_of2026-10-105R155_E0014user_interfaceDirect SSR Update Overpayment Decision Screen (UOPD)SSI Debt and PaymentSSI disposition decision menu posted through Direct SSR Update; enumerates waiver, appeal, recovery, referral, bankruptcy and other dispositions.documented_as_of2026-10-105R155_E0015governance_controlSSI Non-Collection Two-PIN Review ThresholdSSI Debt and PaymentFor noncollect overpayment decisions over $2,000 and under $5,000, obtain claims-specialist-or-higher two-PIN review.documented_as_of2026-10-105R155_E0016governance_controlSSI Non-Collection Management Concurrence ThresholdSSI Debt and PaymentFor noncollect overpayment decisions of $5,000 or more, field-office management documents concurrence.documented_as_of2026-10-105R155_E0017evidence_workflowSSI Non-MSSICS Noncollection Rationale Evidence RouteSSI Debt and EvidenceTechnician documents noncollection reason on SSA-5002 and faxes it and related materials through Evidence Portal into NDRED.documented_as_of2026-10-105R155_E0018workflowSSI Puerto Rico and Virgin Islands Residence Jurisdiction RecodeAddress ProvenanceWhen new residence address is posted for Puerto Rico or U.S. Virgin Islands, system automatically posts jurisdiction FO DIS to SSR; technician transfers MSSICS case to Downtown Manhattan FO 109.documented_as_of2026-10-105Does not imply incoming IRS address data; source is approved address input.R155_E0019workflow_controlTicket to Work Two-Workday Selection Requery ControlTicket to WorkAfter eligible MBR/SSR/DCF coding correction, staff wait two workdays and request Ticket or General Ticket Query to check ticket selection.documented_as_of2026-10-105R155_E0020user_interfaceTicket to Work General Ticket QueryTicket to WorkEligibility selection query referenced by Ticket-to-Work correction POMS.documented_as_of2026-10-105R155_E0021address_update_workflowTicket State and County Residence Correction via POSPerson and Address ProvenanceFor Title II beneficiary resident in ticket-eligible jurisdiction despite mailing to non-ticket area, POS reflects residence State and County Code.documented_as_of2026-10-105Mailing and actual residence locations are handled separately.R155_E0022exception_workflowTicket-Eligibility Favorable CDR Result DCF ReconciliationDisability, Program IntegrityIf favorable medical CDR information appears in DDSQ but not DCF, the Title II PC may input DCF; certain Title XVI cases post to SSR then DCF automatically updates.documented_as_of2026-10-105R155_E0023open_data_formatOAG Headquarters Award History CSV DownloadAcquisitions and ProcurementCSV distribution of SSA OAG headquarters awards; the displayed listing date is November 2, 2023 and excludes modifications/call orders.historical_snapshot2026-10-104Historical snapshot not evidence of 2026 live awards.R155_E0024open_data_formatOAG Headquarters Award History XML DownloadAcquisitions and ProcurementXML distribution of the headquarters award listing; as-published date November 2, 2023.historical_snapshot2026-10-104Historical snapshot not evidence of 2026 live awards.R155_E0025open_data_formatOAG Headquarters Award History JSON DownloadAcquisitions and ProcurementJSON distribution of the headquarters award listing; as-published date November 2, 2023.historical_snapshot2026-10-104Historical snapshot not evidence of 2026 live awards.R155_E0026statistical_data_product2026 Statistical Supplement Table 6.E1 Withheld Retired-Worker BenefitsActuarial/Statistical DataDecember 2025 MBR 100% data: 295,779 retired-worker benefits withheld; table splits with and without early-retirement reduction and by sex and payment amount.published_20262026-10-105Published under SSA Research, Statistics and Policy Analysis; not proof of a standalone OACT database.R155_E0027statistical_data_product2026 Statistical Supplement Table 6.E4 Reasons Benefits WithheldActuarial/Statistical DataDecember 2025 complete-population MBR tabulation of benefit withholding reasons and beneficiary categories.published_20262026-10-105Reason categories include technical entitlement and address unknown.R155_E0028data_quality_category2025 OASDI Benefits Withheld Due to Unknown Address Statistical CategoryAddress ProvenanceDecember 2025 MBR-based table 6.E4 records 162,312 withheld benefits in address-unknown reason category.published_20262026-10-105An aggregate withholding category, not evidence of personal addresses or their sources.R155_E0029data_flowSAM-to-SSA Administrative Vendor EFT UpdateAcquisitions and Administrative PaymentsSSA states that vendor financial/direct-deposit information changed in SAM automatically updates SSA vendor administrative database.documented_as_of2026-10-105SSA does not name physical target database, transport or latency; not a program-benefits bank-account update.R155_E0030work_tracking_ruleEDCS-Excluded CDR Appeal MI Central Visibility ExceptionDisability and HearingsExcluded CDR appeals not entered into EDCS are tracked through MI Central rather than routine EDCS case visibility.documented_as_of2026-10-1052026 POMS differentiates Title II hearing appeal tickles that may be absent from MI Central, so not universal.R156_E0001data_artifactDisability Quality Assurance Performance Accuracy Sampledisability_qualityDQR quality-assurance sample evaluates adjudicating-component determination correctness and supplies the state performance-accuracy calculation.documented 2016–20262026-10-095R156_E0002data_artifactDisability Pre-Effectuation Risk-Selected Sampledisability_qualityAt least half of qualifying favorable adult initial/reconsideration determinations are reviewed; predictive model randomly samples those most likely to be incorrect.documented 2016–20262026-10-095R156_E0003data_artifactDisability Targeted Denial Review Discretionary Sampledisability_qualityTDR selection uses a predictive model of deficiency-prone denied cases; review findings are informational for component performance accuracy but corrective returns are controlled.documented 2016–20262026-10-095R156_E0004data_artifactDQR Sample Exclusion Code and Case Routingdisability_qualityDQR identifies sampled determinations excluded from quality review, codes exclusion in case processing system, and routes case to field office.documented 2016–20262026-10-095R156_E0005data_artifactDQR Group I Decisional or Documentation Deficiencydisability_qualityGroup I medical/vocational deficiencies may reverse the allowance or denial; subclassified as decisional or documentation.documented 2016–20262026-10-095R156_E0006data_artifactDQR Group II Onset/Ending/Cessation Deficiencydisability_qualityGroup II deficiencies may change onset, ending, or cessation dates, rather than basic allowance/denial.documented 2016–20262026-10-095R156_E0007data_artifactDQR Technical Corrective Action (TCA) Classificationdisability_qualityTechnical procedural noncompliance category that does not alter the basic disability determination or disability period; different return instrument applies.documented 2016–20262026-10-095R156_E0008formDQR Request for Case Action SSA-847-U3disability_qualityDQR request for technical corrections; QRCPS propagates claimant SSN/name, claim type/level and adjudicating component; visible in certified electronic folder.documented 2016–20262026-10-095R156_E0009data_artifactDQR Request for Case Action Auto-Populated Identity and Claim Fieldsperson_identityFrom QRCPS, the SSA-847 request inherits claimant SSN, name, claim type, claim level, and adjudicating component. These are transaction fields, not proof of an enterprise person repository.documented 2016–20262026-10-095R156_E0010workflowDQR Quality Review Field Office Assistance Requestdisability_qualityQRCPS quality review workflow requests field office development of claimant work activity or other technical issues.documented 2016–20262026-10-095R156_E0011data_artifactSSA-1774-U5 Quality Review Deficiency Auto-Populationdisability_qualityDQR case processing system populates request for corrective action header and multiple sections; onset and issue narrative require human input.documented 2016–20262026-10-095R156_E0012workflowDQR Controlled Return for Disability Determination Correctiondisability_qualityReviewer routes group I/II and outcome-affecting technical deficiencies through QRCPS corrective action, then reexamines full claims record on return.documented 2016–20262026-10-095R156_E0013business_processDQR Final Probability-of-Reversal Review Decisiondisability_qualityFederal quality reviewer makes and documents final probability-of-reversal assessment when the deficiency concerns medical or vocational documentation.documented 2016–20262026-10-095R156_E0014data_artifactDQR Substitution-of-Judgment Review Rationaledisability_qualityReviewer documents rationale in case processing system for substitution-of-judgment considerations on group I or II decisional deficiency.documented 2016–20262026-10-095R156_E0015workflowDQR Assumption of Federal Adjudicative Jurisdictiondisability_qualityDQR may assume jurisdiction and issue a corrected federal determination, retaining unapproved adjudicating-component originals in audit trail.documented 2016–20262026-10-095R156_E0016data_artifactDQR Original Determination Do Not Process Folder Annotationdisability_evidenceOriginal SSA-831/832/833 determination remains in certified electronic folder for audit trail but marked Do Not Process after assumption of jurisdiction.documented 2016–20262026-10-095R156_E0017data_artifactDQR Original Notice Do Not Release Folder Annotationdisability_evidenceOriginal unapproved notice retained in certified electronic folder but annotated Do Not Release when a federal quality determination replaces it.documented 2016–20262026-10-095R156_E0018alertDQR Update After Transfer (UAT) Electronic Case Alertdisability_evidenceCase claim added after transfer may produce alert in eView Alerts and Messages, ROC in Case Data, and SSN History in NCPS case processing.documented 2016–20262026-10-095R156_E0019data_artifactDQR Post-Transfer Trailer Evidence Recorddisability_evidenceAdditional medical or other evidence arriving during review; adjudicating-component deficiency attributed to evidence available at original clearance, while later evidence may require action.documented 2016–20262026-10-095R156_E0020governance_controlDQR Work-History Evidence Query Use RestrictionearningsFederal reviewer generally cannot independently obtain SEQY/DEQY/DISCO if query not referenced or present in adjudicating-component case file; specified exceptions when referenced query unclear.documented 2016–20262026-10-095R156_E0021governance_controlDQR New-Policy Two-Calendar-Month Grace-Period Controldisability_qualityDQR may code group I grace-period deficiency related to revised policy as informational, not counted in performance accuracy, during two full calendar months.documented 2016–20262026-10-095R156_E0022data_artifactQRCPS QA Initial Allowance Grace Period Fielddisability_qualityFederal quality reviewer records grace-period code on QA Initial Allowance tab only for qualifying policy-related group I deficiency.documented 2016–20262026-10-095R156_E0023data_productDQR Weekly Deficiency Report Technical-Correction Coverage Limitationdisability_qualityWeekly DQR deficiency report includes only TCAs recorded as regulation-basis-code changes, not all technical corrections.documented 2016–20262026-10-095R156_E0024governance_controlDQR Concurrent Disability Split-Sample Reporting Limitationdisability_qualityFor concurrent Title II/Title XVI claims DQR reviews determinations for both claims, while sample review data are recorded only for sampled claim.documented 2016–20262026-10-095R156_E0025workflowDQR Group II Controlled-Return Sixty-Day Follow-Updisability_qualityFor Group II onset, ending and cessation documentation deficiencies, reviewer follows up with adjudicating component after 60 days without corrected determination.documented 2016–20262026-10-095R156_E0026data_artifactRECOOP Accounts Receivable Control (ARC) Codepayments_debtRECOOP recovery-controlled SSI case is identified by an ARC code; values govern refund installment and transfer status.documented 2016–20262026-10-095R156_E0027data_productRECOOP Monthly SSI Debt Installment Billingpayments_debtRECOOP generates monthly debt bills, including bill issued 20 days before next payment due date.documented 2016–20262026-10-095R156_E0028alertRECOOP Debtor Contact Section Alertpayments_debtRECOOP generates alerts for Debtor Contact Section, not for field offices, when controlling recovery from nonpay SSI debtor.documented 2016–20262026-10-095R156_E0029workflowSSI Terminated-to-Reestablished-Record Debt Reconciliationpayments_debtWhen new SSI eligibility period established, transfer overpayment from terminated to reestablished record and close debt on terminated SSR; manual reconciliation applies if not automated.documented 2016–20262026-10-095R156_E0030user_interfaceMSSICS Overpayment Reconciliation Menu (UOMN)payments_debtMSSICS Overpayment Menu allows RECONCILIATION of prior terminated-record SSI debt against newly reestablished SSI record.documented 2016–20262026-10-095R156_E0031user_interfaceMSSICS Add Manually Computed Overpayment (UOMA) Screenpayments_debtFor manually transferred unresolved overpayment, employee records balance on reestablished record using MSSICS UOMA.documented 2016–20262026-10-095R156_E0032data_artifactSSR Q TAC Overpayment Bring-Forward Transactionpayments_debtWhen closing debt on prior record employees enter Q TAC with UOPD selecting overpayment bring-forward.documented 2016–20262026-10-095R156_E0033alertSSR B1 Overdue Installment Payment Diarypayments_debtB1 diary identifies overdue SSI installment payment linked to G TAC; affects criteria for transfer to reestablished record.documented 2016–20262026-10-095R156_E0034data_artifactSSR K TAC Cross-Program SSI-to-Title-II Recovery Authorizationpayments_debtManual CPR transaction K TAC Recover from Title II Benefits entered using MSSICS UOPD to SSI record for qualifying non-RECOOP debt.documented 2016–20262026-10-095R156_E0035alertSSR B8 Cross-Program Recovery Return-to-Payment Diarypayments_debtWhen SSI pay resumes under C01, automated cross-program recovery stops and B8 diary alerts employee to adjust case.documented 2016–20262026-10-095R156_E0036workflowSSI 450S Batch Reconciliation for Cross-Program Recoverypayments_debtWhen certain prior terminated records and new SSRs require handling of SSI overpayment K TAC, system uses MSSICS or 450S batch reconciliation.documented 2016–20262026-10-095R156_E0037data_artifactSSR G TAC SSI Installment Agreement Transactionpayments_debtMSSICS UOPD recovery by installments builds G TAC in SSR OPDD segment; collection status constrains transfer of debt.documented 2016–20262026-10-095R156_E0038governance_controlRECOOP Foreign-Debtor Residence-Dependent Recovery Controladdress_provenanceForeign-resident debtor address must be posted before M TAC except special veterans beneficiaries; Puerto Rico/USVI addresses route through other mechanisms.documented 2016–20262026-10-095R156_E0039data_artifactSSI Financial Institution Name and Address Account Metadataaddress_provenanceSSI employee enters financial institution identity and address associated with account verification; address belongs to bank, not SSI claimant.documented 2016–20262026-10-095R156_E0040alertSSI IRS Informational Resource Alert as Development Leadirs_financial_provenanceIRS informational alert in SSI liquid-resource redetermination supplies a development lead rather than automatically verified resource or authoritative address.documented 2016–20262026-10-095R156_E0041alertSSI IRS Controlled Resource Alert Requiring Developmentirs_financial_provenanceControlled IRS alert is a distinct workload item requiring prescribed development; not an automatic resource-value or address update.documented 2016–20262026-10-095R157_CON_ITSSC_CGIcontractSSA Historical IT Support Services Contract SS001760018ProcurementSSA subcontracting directory names SS001760018 as an Information Technology Support Services Contract and lists R157_ORG_CGI as the prime.historical_directory_listing2026-10-104No inference about dollar value, contract term, implementation architecture, or operational status in 2026.R157_CON_ITSSC_LOCKHEEDcontractSSA Historical IT Support Services Contract SS001760016ProcurementSSA subcontracting directory names SS001760016 as an Information Technology Support Services Contract and lists R157_ORG_LOCKHEED as the prime.historical_directory_listing2026-10-104No inference about dollar value, contract term, implementation architecture, or operational status in 2026.R157_CON_ITSSC_NORTHROPcontractSSA Historical IT Support Services Contract SS001760017ProcurementSSA subcontracting directory names SS001760017 as an Information Technology Support Services Contract and lists R157_ORG_NORTHROP as the prime.historical_directory_listing2026-10-104No inference about dollar value, contract term, implementation architecture, or operational status in 2026.R157_CTRL_BK_MBR_MESSAGEwork_controlTitle II MBR Bankruptcy-Involved Special MessagePayments & DebtMBR case annotation identifying bankruptcy for specified BIC and referral to OGC.documented_policy2026-10-105R157_CTRL_BK_WAIVER_HOLDwork_controlTitle II Bankruptcy Pending-Waiver Decision HoldPayments & DebtWaiver adjudication is generally held pending bankruptcy decision unless OGC advises otherwise.documented_policy2026-10-105R157_CTRL_ECDR_5Dwork_controleCDR Cessation Decision Five-Day MBR and SSR VerificationDisability & AppealsFO checks MBR and applicable SSID/SSR within five days after decision return and acts manually if update absent.documented_policy2026-10-105R157_CTRL_ECDR_DCF_CDRIwork_controlEDCS-to-DCF CDRI Appeal Posting at TransferDisability & AppealsDCF CDRI appeal details posted automatically after EDCS transfer; initial CDR movement requires separate action.documented_policy2026-10-105R157_CTRL_ECDR_MAINFRAME_PRECHECKbusiness_ruleeCDR Reconsideration Mainframe Contact and Payee Pretransfer VerificationPerson & IdentityFO must verify and update address, phone, and representative information on mainframe prior to EDCS reconsideration transfer.documented_policy2026-10-105Documentation does not say which master attribute updates automatically or assert verified residency.R157_CTRL_PIE_3MO_NOTICEbusiness_rulePIE Three Consecutive Months Without Wage Data Resumption NoticeSSI & EarningsSSI automated notice restores employer-specific wage reporting responsibilities after three consecutive months without PDP wage information and a prior reduction notice.documented_policy2026-10-105R157_CTRL_PIE_AUTH_APPEALbusiness_rulePIE Authorization Continuation and Late-Appeal Gap RuleSSI & EarningsActive authorization persists through timely appeals; after an untimely appeal authorization can lapse and require new WEIA, causing missing monthly PIE wage periods.documented_policy2026-10-105R157_CTRL_PIE_FORCE_DUEbusiness_rulePIE SSI Nonautomatable Wage Post Exception ConditionsSSI & EarningsCertain force-due, manual deeming, terminated, inactive or mismatched SSI cases cannot use the ordinary automated PIE wage-posting path.documented_policy2026-10-105R157_DATA_BK_COURT_NOTICEdata_artifactElectronic Bankruptcy Court Notice to SSA OGCPayments & DebtCourt electronic bankruptcy notification to SSA OGC, which routes Title II cases to processing centers and Title XVI to regional offices.documented_policy2026-10-105Source speaks of most court notices, not an identified court-SSA API.R157_DATA_BK_IPAC_IDdata_elementBankruptcy Trustee Refund IPAC Reference NumberPayments & DebtOffice of Finance IPAC identifier returned to PC2 and recorded as part of audit trail.documented_policy2026-10-105R157_DATA_BK_PREPETITIONdata_elementBankruptcy Prepetition Debt Benefit-Month ClassificationPayments & DebtDebt classification by underlying benefit month relative to petition filing date; separate from discovery or assessment date.documented_policy2026-10-105R157_DATA_BK_TRUSTEE_MAILdata_attributeBankruptcy Trustee Refund Payment Contact AddressAddress ProvenanceMailing destination associated with trustee/intergovernmental refund; it is not the beneficiary residence or program mailing address.documented_policy2026-10-105The policy includes agency name, EIN, attention, and address for refund processing.R157_DATA_NUMIDENT_NL2data_elementHistorical Numident NL2 Name Line for Legal-Name EvidenceIdentity & EnumerationPrior Numident NL2 line can support legal name for certain U.S.-born applicants when current identity and microprint conditions are met.documented_policy2026-10-105Evidentiary conditional rule, not a claim that NL2 universally identifies current legal name.R157_DATA_OSDBU_SUBDIRdata_productSSA OSDBU Historical Small Business Subcontracting DirectoryProcurementOfficial public listing of historical prime contract identification, prime names and subcontracting liaison opportunities.undated_public_directory2026-10-104The web directory does not establish contract award date, award dollar amount, current exercise of option or SSA technology deployment.R157_DOC_DMA_0050data_elementCEF DMA Document Type 0050 - Activities of Daily LivingDisability EvidenceDocument Management Architecture index code 0050 specifies Generic ADL questionnaire type when iterations vary. Located in CEF section E.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_0180data_elementCEF DMA Document Type 0180 - Claimant-Supplied Medical EvidenceDisability EvidenceDocument Management Architecture index code 0180 specifies Unsolicited medical evidence received from claimant. Located in CEF section F.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_0185data_elementCEF DMA Document Type 0185 - Copy of Evidence RequestDisability EvidenceDocument Management Architecture index code 0185 specifies Evidence of unsuccessful medical-record development request. Located in CEF section F.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_0190data_elementCEF DMA Document Type 0190 - Copy of Case Development CorrespondenceDisability EvidenceDocument Management Architecture index code 0190 specifies DDS outgoing case-development letter; DDS case-processing system automatically images/indexes letter after printing. Located in CEF section E.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_1080data_elementCEF DMA Document Type 1080 - Disability Report Work HistoryDisability EvidenceDocument Management Architecture index code 1080 specifies Returned SSA-3369 Work History report. Located in CEF section E.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_3157data_elementCEF DMA Document Type 3157 - Educational Records MedicalDisability EvidenceDocument Management Architecture index code 3157 specifies School records containing IQ scores or other medical information. Located in CEF section F.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_3158data_elementCEF DMA Document Type 3158 - Educational Records NonmedicalDisability EvidenceDocument Management Architecture index code 3158 specifies School records without medical information such as behavioral reports. Located in CEF section E.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_DOC_DMA_5032data_elementCEF DMA Document Type 5032 - Attorney/Representative-Supplied Medical EvidenceDisability EvidenceDocument Management Architecture index code 5032 specifies Unsolicited medical evidence submitted by representative. Located in CEF section F.documented_policy2026-10-105A classification value, not a separate repository or database table.R157_ORG_CGIorganizationCGI Federal Inc.ProcurementHistorical SSA OSDBU subcontracting directory identifies organization as prime listed for IT Support Services Contract.historical_directory_listing2026-10-104Historical directory listing; no current-vendor status inferred.R157_ORG_LOCKHEEDorganizationLockheed Martin CorporationProcurementHistorical SSA OSDBU subcontracting directory identifies organization as prime listed for IT Support Services Contract.historical_directory_listing2026-10-104Historical directory listing; no current-vendor status inferred.R157_ORG_NORTHROPorganizationNorthrop Grumman Systems CorporationProcurementHistorical SSA OSDBU subcontracting directory identifies organization as prime listed for IT Support Services Contract.historical_directory_listing2026-10-104Historical directory listing; no current-vendor status inferred.R157_PROC_BK_IPACbusiness_processBankruptcy Trustee Intergovernmental Payment ProcessingPayments & DebtOffice of Finance issues IPAC payment upon PC2 request and returns IPAC identifier to PC2.documented_policy2026-10-105Do not assume IPAC is used for every SSA bankruptcy refund.R157_PROC_BK_PREF_REFUNDbusiness_processBankruptcy Preferential Payment Refund and Debt ReinstatementPayments & DebtOGC-directed payment refund to trustee through administrative expenses and restoration of appropriate debt balance.documented_policy2026-10-105R157_PROC_BK_STAYbusiness_processTitle II Bankruptcy Prepetition Collection StayPayments & DebtAfter OGC notice, stop collections for debt arising before filing and refund collection taken after filing.documented_policy2026-10-105Debt arises for the benefit month, not when SSA detects or assesses the overpayment.R157_PROC_DMV_NAMESSNbusiness_processState DMV Name-SSN Verification and SSN Card Correction Follow-upPerson & IdentitySome DMV identity-card processes can lead to SSA card correction after electronic name/SSN verification mismatch or jurisdiction rules.documented_policy2026-10-105No automatic DMV-to-Numident change or address-update interface established.R157_PROC_ECDR_CPD_PAPERbusiness_processeCDR Prior Comparison Point Paper Folder Parallel TransferDisability & AppealsPaper prior CPD folders travel to DDS when current electronic reconsideration transfers; electronic CPD folders are linked in EDCS.documented_policy2026-10-105R157_PROC_SSNAP_NAME_CORRbusiness_processSSN Card Legal-Name Correction Without Name-Change EventIdentity & EnumerationSSN card correction for existing legal name with no intervening legal name-change event.documented_policy2026-10-105R157_RULE_BK_JOINTbusiness_ruleBankruptcy Debtor-Specific Joint and Contingent Liability ControlPayments & DebtA representative payee or other joint debtor filing bankruptcy does not automatically stop collections against separate non-filing debtors.documented_policy2026-10-105R157_RULE_SSI_COHORT_2025business_rule2025 Simplified SSI Online Cohort Eligibility RulesSSI & Digital ServiceIn June 2025 SSA limited simplified SSI online eligibility by age 18 to 64 years 10 months, concurrent SSDI claim, account, marriage and prior application history, and citizenship with noted noncitizen exceptions.historical_published_rule2025-06-124R157_SVC_SSI_SIMPLIFIED_2025digital_service2025 Streamlined Online Initial SSI Application RouteSSI & Digital ServiceSSA June 2025 publication described streamlined online SSI filing for certain concurrent SSI/SSDI adult claimants.historically_reported_available2025-06-124Dated description must not be treated as an October 2026 eligibility guarantee.R157_UI_EDCS_CDRIuser_interfaceEDCS CDR Reconsideration Select Case Level and Transfer ControlDisability & AppealsEDCS screen path used to initiate CDR reconsideration and transfer consolidated appeals.documented_policy2026-10-105Screen naming corresponds to Select Case Level and Transfer/Updates labels in POMS, not a newly discovered standalone system.R158_E0001processDDS IT Annual Budget Line-Item PlanningDDS IT AcquisitionState DDS annual budget explicitly carries separate IT cost line item; submitted through established budget process.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0002data_productDDS Quarterly IT Spending Plan SubmissionDDS IT AcquisitionDDS quarterly spending plan includes IT equipment and service costs, separate from annual budget.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0003data_domainDDS Employee IT Developer Personal Services Cost CategoryDDS IT AcquisitionSalary and wages of DDS personnel developing IT systems belong in Personal Services cost projections.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0004data_domainOutside-DDS State Programmer Indirect Cost CategoryDDS IT AcquisitionPay of state programmers and other state-related personnel who are not DDS employees is budgeted as Indirect Costs.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0005data_domainDDS Private-Vendor IT Development Acquisition Cost CategoryDDS IT AcquisitionPrivate vendor services developing DDS IT systems are part of system acquisition cost under IT new.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0006data_domainDDS IT Maintenance Miscellaneous Cost CategoryDDS IT AcquisitionOngoing IT maintenance changes are budgeted in the miscellaneous cost category.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0007processDDS IT Funding Request Central Office Review RequirementDDS IT AcquisitionRequests for new DDS IT equipment or services need required documents and central-office reviews; policy does not identify a deployed acquisition system.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0008processDDS Early IT Budget Projection RequirementDDS IT AcquisitionDDS should budget reasonably expected IT development without waiting until its full IT approval documentation is finished.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0009governance_controlDDS IT Proposal Information Security Officer ApprovalDDS IT SecuritySystem proposals require ISO approval; regional ISO consultation begins at planning stage. Published governance policy, not actual approval event.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0010governance_controlDDS IT Design-Stage PII Security AssessmentDDS IT SecurityDDS feasibility studies, cost benefit analyses and functional requirements must address privacy, confidentiality, safeguards and security implications.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0011governance_controlDDS Systems Disaster-Recovery Offline Backup PolicyDDS IT SecurityPublished instruction requires appropriate backup and describes program copies stored offsite in a fireproof vault; current deployed media, implementation, cloud status not confirmed.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0012governance_controlDDS System User Hiring and Termination Access ControlDDS IT SecurityPublished policy instructs granting authorized new-hire access and revoking terminated employee access; not evidence of particular IAM product.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0013governance_controlDDS Internal and External Program Abuse Prevention Security RequirementDDS IT SecurityDDS system safeguards should prevent and detect internal, parent-agency, and external program abuse, and support continuity recovery.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0014statistical_methodSSI OACT Payment-Date Calendar-Year Accounting BasisActuarial & Statistical2026 SSI annual report IV.C groups federal SSI disbursements according to actual payment date, including December payments due next January.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0015statistical_methodSSI Statistical Supplement Benefit-Due-Month Accounting BasisActuarial & StatisticalAnnual Statistical Supplement SSI payment reporting groups payments by month due rather than date issued; not interchangeable with OACT IV.C totals.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0016statistical_methodSSI Treasury-Remitted Overpayment Recovery Accounting ReconciliationActuarial & StatisticalSince 1991 federal budget obligation figures do not subtract certain recovered SSI overpayments remitted directly to Treasury, whereas Statistical Supplement totals do subtract such recoveries.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0017statistical_methodSSI Fiscal-Year Early-Payment Month Count AdjustmentActuarial & StatisticalWeekend/holiday advance payments may make a fiscal-year disbursement series effectively reflect 11, 12, or 13 payment months.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0018statistical_methodSSI FBR-Adjusted Federal Payment Projection CalculationActuarial & StatisticalOACT projects average SSI payments from federal benefit rates adjusted for income, marital status and living arrangements, then combines projected average payments with projected federal recipient counts. Software/database unspecified.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0019processDDS Consultative Examination Claimant Complaint IntakeDisability & EvidenceDDS accepts written or verbal claimant complaints involving CE provider, facility, staff, or CE circumstances; complaints preferably reduced to signed writing.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0020processDDS Consultative Examination Complaint InvestigationDisability & EvidenceDDS must investigate all CE claimant complaints, take appropriate state-procedure action and notify SSA Disability Adjudication when appropriate.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0021data_domainDDS Consultative Examination Egregious Complaint Allegation TypeDisability & EvidenceProvider complaints may include serious illegal/criminal, sexual harassment, cultural insensitivity, or health and safety allegations. Category is a reported allegation, not a substantiated finding.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0022processEDCS Case-Transfer Mainframe Data RepropagationDisability & EvidenceEDCS automatically repropagates mainframe data at case transfer to refresh its content against mainframe case information.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0023alertEDCS RPS MCS MSSICS Transfer-Time Unavailability AlertDisability & EvidenceEDCS generates an alert if it cannot access RPS, MCS or MSSICS during transfer; claims representative may continue or cancel and transfer later.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0024processEDCS Field-Office Jurisdiction Transfer PrerequisiteDisability & EvidenceDDS may receive routing materials but cannot process electronic case when FO failed to transfer EDCS case jurisdiction; FO must transfer it.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0025processEDCS Certified-Electronic-Folder Paper-Exclusion Routing RuleDisability & EvidenceCEF case usually electronically transferred; exclusions or earlier paper folders require attaching printed routing form and sending paper Modular Disability Folder.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0026processEDCS Transfer-Time Signed SSA-827 HIT Trigger PreconditionDisability & EvidenceMEGAHIT automated request depends on appropriate signed SSA-827 being in electronic folder at case transfer or within prescribed timing.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0027data_domainSSI IRS Alert Payee-Address Taxpayer-Address Attribution RiskPerson & Address ProvenanceIRS and MEF tax data interface defines payee as person/entity whose name/address is in payer records; may be third party using taxpayer SSN. Tax-alert address cannot be assumed verified taxpayer/beneficiary residence.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R158_E0028governance_controlSSI IRS Alert Independently Verified Data Reclassification RulePerson & Address ProvenanceSSA preexisting file facts and independently verified FO information are treated as SSA data with normal SSA disclosure procedures even where identical to protected tax-alert contents. No master-record update established.documented_policy_or_statistical_method2026-10-105Authoritative source identifies administrative method/control. Unless explicitly described, this is not a separate application, physical database, current deployed technology, automated interface or live operational audit.R159_E001governance_controlRepresentative Appointment Does Not Authorize Beneficiary Address or Deposit ChangesPerson / Address / RepresentationAn appointed representative cannot change claimant identity, mailing address, or bank account solely by virtue of an appointment; another independent qualifying authority is required.documented_policy2026-10-105Do not model appointed-representative access as master-record write authority.R159_E002governance_controlRepresentative Designated-Associate Administrative Delegation BoundaryRepresentation / PrivacyRepresentative may delegate medical record development and preparation of appeal forms, but not testimony, legal arguments, legal advice or deciding whether to appeal.documented_policy2026-10-105R159_E003processAppointed Representative Telephone Disclosure RASR and Identity CheckRepresentation / PrivacyTelephone release of claimant information requires confirmation of active appointment in RASR and verification of caller identity.documented_policy2026-10-105R159_E004governance_controlNumident SPIN Code 6 In-Person-Only Representative Disclosure RestrictionSPIN 6Person / Identity / PrivacyWhen SPIN 6 appears on Numident, no telephone, mail or fax release to an appointed representative or associate is permitted; request is handled in person at local field office.documented_policy2026-10-105Policy control on disclosure, not evidence of the underlying technical enforcement platform.R159_E005processRASR Temporary Fee-Payment-Only Auxiliary AppointmentRepresentative Payee / Title IIFor an affected auxiliary beneficiary or eligible spouse without separately appointed representative, SSA creates a temporary payment-only RASR appointment for a primary claimant representative fee, terminating it after certification and release.documented_policy2026-10-105The temporary appointment does not trigger appointment-related notices to primary claimant representative.R159_E006governance_controlAuxiliary Beneficiary Independent Representation and Notice Opt-OutTitle II / RepresentationAn affected auxiliary beneficiary can appoint their own representative or notify SSA in writing to restrict representation/notice access by the primary claimant representative.documented_policy2026-10-105R159_E007governance_controlFederal Court Attorney Limited Fee-Notice Disclosure Without SSA AppointmentRepresentation / PrivacyAttorney in federal court but not appointed before SSA may receive limited information to support a court fee petition, not unrestricted claim-file access absent appointment/consent.documented_policy2026-10-105R159_E008governance_controlRepresentative Administrative Query Screen Disclosure RestrictionRepresentation / PrivacySSA generally does not provide MBR or other administrative query printouts to appointed representatives; staff should provide specific information in another format if possible.documented_policy2026-10-105R159_E009user_interfaceMSSICS Development Gerontology ScreenDGENTitle XVI / Person / IntegrityMSSICS RZ/LI development screen documenting age-90 gerontology interview and its completion.documented_policy2026-10-105POMS specifies DGEN screen and SSR build; physical persistence not described.R159_E010applicationCHINET SSI Diary Workload Control ApplicationTitle XVI / Workload ControlCHINET application in which gerontology KC diaries are available, alongside SSTNG and MI Central listings.documented_policy2026-10-105Named operational source as of cited POMS; technology, ownership and hosting not established.R159_E011business_ruleGerontology KC Diary Age-90 Three-Year SSR Inactivity SelectionTitle XVI / IntegrityKC diary selection is for SSI-only recipients in C01 current pay who reach or have passed 90, with no SSR activity for at least three years.documented_policy2026-10-105Refines existing KC diary entity; does not duplicate it.R159_E012processSSI Gerontology Recipient Alive and Identity Interview VerificationTitle XVI / Person / IntegrityEmployee must verify recipient identity and that beneficiary is alive even when a representative payee exists; telephone preferred, home visit may be required.documented_policy2026-10-105R159_E013business_ruleSSI Gerontology Unlocatable S06 Versus Missed-Appointment N20 ControlTitle XVI / Address / IntegrityUse S06 whereabouts-unknown after exhaustive locate efforts; N20 applies to missed interviews when mail is not returned undeliverable, following required attempts.documented_policy2026-10-105Do not treat failed contact as validated address information.R159_E014governance_controlGerontology Death Evidence EVID Verification PrerequisiteTitle XVI / Death / IdentitySSI gerontology death documentation must be recorded in EVID; unsupported SSR death date alone is insufficient verified proof.documented_policy2026-10-105R159_E015processGerontology Non-MSSICS UDIA Diary Clearance and SSA-1719BTitle XVI / WorkloadFor non-MSSICS cases employee clears KC diary via Direct SSR Update UDIA, completes SSA-1719B, and stores SSA-5002 in NDRED.documented_policy2026-10-105R159_E016processDCF Office-of-Systems Age-18 Case Load and CDR AlertDisability / Work ControlSSA Office of Systems loads age-18 redetermination cases into Disability Control File and creates medical CDR alerts on the field office pending list.documented_policy2026-10-105R159_E017data_elementDCF Type 4 Age-18 Direct-Release CDR ClassificationDisability / Work ControlAge-18 redeterminations in DCF appear as Type 4 CDR with age-18/DDS category legend and direct-release event legend.documented_policy2026-10-105R159_E018processDCF Event 5 Age-18 Nonmedical Screen-Out ReviewDisability / Work ControlField office may select DCF Event 5 SSR/MBR condition and apply screening rules when a loaded age-18 case fails nonmedical requirements.documented_policy2026-10-105R159_E019processSSI Age-18 and Redetermination Combined Interview SchedulingTitle XVI / DisabilityWhen SSTNG identifies age-18 redetermination alongside SSI RZ, field office coordinates the two interviews; KB diary cases require DDS medical redetermination.documented_policy2026-10-105R159_E020processAge-18 Prior Adult Medical Determination and SSR TMR VerificationTitle XVI / DisabilityField office reviews prior DDS or OHO medical determinations and SSR Type of Master Record DC-to-DI transition to establish whether adult disability criteria were already applied.documented_policy2026-10-105TMR is an indicator to check, not proof of all supporting adjudicative facts.R159_E021noticeRASR RSR103 Representative Appointment ConfirmationRSR103Representation / NoticesNotice to appointed representative after appointment, without fee assignment; contains case-level representation acknowledgment.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E022noticeRASR RSR104 Claimant Appointment ConfirmationRSR104Representation / NoticesNotice to claimant acknowledging SSA processed their appointed representative, supporting awareness and the chance to dispute.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E023noticeRASR RSR106 Revocation Notice to RepresentativeRSR106Representation / NoticesNotice to representative that claimant revoked the appointment and that personal-information access ends.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E024noticeRASR RSR107 Representative Withdrawal Notice to ClaimantRSR107Representation / NoticesNotice to claimant when representative withdraws without necessarily naming a replacement principal representative.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E025noticeRASR RSR108 Representative Withdrawal and Principal Replacement NoticeRSR108Representation / NoticesNotice to claimant when a representative withdraws and another appointed representative becomes principal.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E026noticeRASR RSR119 Appointment With Entity Fee Assignment ConfirmationRSR119Representation / NoticesNotice to representative confirming appointment with assignment of authorized direct fee payment to an identified entity and its EIN.documented_policy2026-10-105Published notice exhibit; not evidence that every notice was sent in every case.R159_E027governance_controlUpload Documents Original-or-Certified Evidence Electronic Submission ExclusionDigital Intake / EvidenceSSA says original or certified document copies cannot be submitted through Upload Documents; use postal mail or in-person delivery.documented_policy2026-10-105Customer-facing 2026 limitation; it does not prohibit all types of scanned evidence.R159_E028processGerontology Suspected Fraud OIG Referral with KC Diary TagTitle XVI / Program IntegrityWhen gerontology interview suggests fraud or unreported death, field office submits referral through ARIS and annotates the gerontology limited issue designation.documented_policy2026-10-105R159_E029governance_controlGerontology Third-Party Helper Permission and Disclosure LimitTitle XVI / PrivacyThird-party interview helper can assist after recipient permission and name/contact are documented but does not automatically gain access rights to beneficiary information.documented_policy2026-10-105R159_E030processSSI Gerontology Returned Mail and Address-Location DevelopmentTitle XVI / Address ProvenanceReturned interview mail or contact failure prompts systematic location development using existing SSA records, Postal Service, financial institutions and other appropriate leads.documented_policy2026-10-105External address leads are not automatically verified SSA program-address updates.R160_E0001business_ruleRECOOP Title II Death Billing Stop and AlertPayments / DebtMBR-recorded death automatically causes RECOOP to stop billing and produce a death alert.policy_documented2026-10-105R160_E0002work_controlRECOOP Title II Death AlertPayments / DebtAutomated alert raised on RECOOP when MBR contains recorded death.policy_documented2026-10-105R160_E0003business_ruleRECOOP Title XVI Death Debt DeletionPayments / DebtWhen a death is recorded on SSR, RECOOP automatically deletes the SSI debt.policy_documented2026-10-105R160_E0004business_ruleSSI Death Debt TAC N or TAC B Disposition BranchPayments / DebtTitle XVI estate debt handling uses TAC N to delete uncollectible debt under conditions; TAC B sends case for field office follow-up with thresholds/exceptions.policy_documented2026-10-105R160_E0005user_interfaceDMS Record Installment Agreement DRIN ScreenPayments / DebtDMS screen for restarting billing to surviving or other debtors after death of one individual.policy_documented2026-10-105R160_E0006user_interfaceDMS Transfer Jurisdiction DFTJ ScreenPayments / DebtDebt Management System screen used in disability-debtor death routing before terminating collection for deceased debtor.policy_documented2026-10-105R160_E0007data_attributeDebt Death Reporter Contact Attribute SetPerson / Address ProvenanceReporter name, address, telephone, and relationship are contact evidence for death reporting; not necessarily beneficiary current residence.policy_documented2026-10-104Address role=death reporter contact; origin=third-party allegation; NOT beneficiary verified address.R160_E0008business_processTitle II Death Underpayment Recipient Identity and Address DevelopmentTitle II / PaymentsProcess for establishing identity, recipient priority, contact address, surviving household spouse relationship and optional direct deposit for a deceased beneficiary underpayment.policy_documented2026-10-105R160_E0009data_attributeDeceased Underpayment Equal Priority Person Address SetPerson / Address ProvenanceSeparate names and mailing addresses for each eligible living recipient in highest priority class; not deceased beneficiary address.policy_documented2026-10-105Address subject=potential recipient; separate from deceased beneficiary address; no master-record propagation established.R160_E0010business_ruleTitle II Death Underpayment Priority Class and Anti-Redistribution RuleTitle II / PaymentsWhere a higher statutory priority beneficiary is alive, lower classes cannot receive that share; an unavailable recipient share cannot be distributed to others.policy_documented2026-10-105R160_E0011business_ruleTitle II Death Underpayment Unlocated Address SPA HoldPerson / Address ProvenanceWhen a current address cannot be located for a highest-priority recipient, hold that person’s share on the MBR SPA field and record MBR special message.policy_documented2026-10-105Holding unpaid share due to address uncertainty does not update the recipient address master.R160_E0012business_ruleReturned Death Underpayment Check Incorrect-Address SPA RoutingPerson / Address ProvenanceWhen a death underpayment check returns for wrong address, reissue only if file already shows better address; otherwise retain amount on MBR SPA with special message, without new development.policy_documented2026-10-105R160_E0013business_processForeign Deceased Title II Underpayment DIO PC-8 JurisdictionTitle II / External OperationsForeign death underpayment intake, routing and action performed by DIO Payment Center 8 for beneficiary deceased outside US.policy_documented2026-10-105R160_E0014business_ruleForeign SSA-1724 Underpayment Inquiry Versus Claim TestTitle II / IdentityFirst written inquiry only becomes claim if qualifying underpayment, identifying information, claimant relationship, no known higher-priority person, and applicant signature/address; later requests can qualify.policy_documented2026-10-105R160_E0015business_ruleForeign Death Underpayment Treasury Barred Country Recipient RestrictionTitle II / PaymentsResidence of underpayment recipient in Treasury-barred country prevents payment there; otherwise eligible share remains posted on MBR SPA; compliant delivery may occur outside barred country.policy_documented2026-10-105R160_E0016data_attributeForeign Death Underpayment Recipient Country-of-Residence AttributePerson / Address ProvenanceRecipient country of actual residence used to determine payment eligibility and delivery restrictions; not an IRS tax-address update.policy_documented2026-10-105Address role=surviving recipient residence for payment jurisdiction; not deceased beneficiary mailing address.R160_E0017work_controlForeign Death Underpayment 60-Day Equal-Priority Evidence WaitTitle II / EvidenceWhen eligible equal-priority foreign recipient proof is requested and not supplied in 60 days, pay proven shares and post unproved unpaid share to MBR SPA.policy_documented2026-10-105R160_E0018business_ruleForeign Death Underpayment DIO Role and Threshold AssignmentTitle II / WorkloadDIO Benefit Authorizers handle first three priority classes and limited small fourth-sixth claims; Claims Specialists handle larger fourth-sixth claims and legal-representative cases.policy_documented2026-10-105R160_E0019formForm SSA-559 Underpayment Disposition RoutingTitle II / EvidenceSSA-559 used to record disposition of foreign death underpayment before forwarding to appropriate technician.policy_documented2026-10-105R160_E0020business_ruleDeceased Medicare Premium Refund Payer Attribution RuleMedicare / PaymentsPremium refund follows actual payer identity: deceased beneficiary, another person, or a third-party payer, with documentary verification as instructed.policy_documented2026-10-105R160_E0021business_ruleDeceased Medicare Premium Refund Payment-Evidence ThresholdMedicare / EvidenceIndividual alleging premiums paid when SSA record does not confirm payer must provide proof if amount >=$50 or signed statement if below $50.policy_documented2026-10-105R160_E0022work_controlMedicare Deceased Premium Direct Billing and T2R A80022 AlertsMedicare / PaymentsMedicare death-premium refund may be initiated by direct billing system alert or T2R A80022 alert, among other information routes.policy_documented2026-10-105R160_E0023business_processCMS Third-Party Medicare Premium Refund HandlingMedicare / External ExchangesCMS handles refunds to third-party payers such as state buy-in or organizational group payer when the third party paid premiums.policy_documented2026-10-105R160_E0024formSSA-666 Adjustments in Trust Fund AccountsMedicare / AccountingManual funding form used to document CMS-to-SSA trust-fund transfer for Medicare premium death underpayments processed in MADCAP or SPS.policy_documented2026-10-105R160_E0025business_processCMS to SSA Manual Funding for Medicare Death Premium RefundMedicare / AccountingManual trust-fund adjustment required when using MADCAP or SPS to process Medicare premium death underpayment refunds.policy_documented2026-10-104Financial instruction does not establish software interface or transport architecture.R160_E0026business_ruleEDCS MCS Before MSSICS Mainframe Propagation PrecedenceDisability / Person NexusIf a current MCS claim exists, MCS data propagates ahead of MSSICS and other mainframe data. If none exists, active MSSICS and other source records are used; ABAPs do not propagate.policy_documented2026-10-105R160_E0027business_ruleEDCS Finally Transmitted Internet Disability Report Intake GateDisability / EvidenceEDCS only propagates Internet Disability Report data after claimant finally transmits report; marks unpropagated reports with submission type and reason in eView.policy_documented2026-10-105R160_E0028business_ruleEDCS Mainframe Field Overlay of Internet Disability ReportDisability / Person NexusOn propagation of Internet Disability Report, corresponding mainframe claim fields override Internet report fields, even when mainframe contains no value.policy_documented2026-10-105Do not treat Internet-reported address or phone as authoritative after mainframe overlay without verification.R160_E0029work_controlEDCS Internet Report Record of Change Prepropagation SnapshotDisability / EvidenceEDCS captures ROC snapshot before mainframe and exclusion-page information overwrites propagated Internet report information.policy_documented2026-10-105R160_E0030business_ruleEDCS Mainframe Correction Then Repropagation RequirementDisability / Person NexusMost propagated EDCS fields cannot be overwritten; staff must correct source data in MCS/MSSICS or other mainframe record then repropagate, with limited allegation/DLI exceptions.policy_documented2026-10-105R160_E0031work_controlEDCS Multiple DIB Mainframe Claims Case Creation StopDisability / WorkloadEDCS stops case creation and issues alert when it encounters multiple DIB claims for same claimant; employees resolve mainframe claim problem in MCS.policy_documented2026-10-105R160_E0032business_ruleTitle II CDR EDCS Appeal Transfer No Separate POS InputDisability / Appeals2026 CDR reconsideration Title II instructions say separate POS input is no longer necessary; EDCS transfer automatically updates DCF and MBR.policy_documented2026-10-105R161_E0001identity_correction_workflowDisputed Numident Latest Name Prior-Application ReviewPerson / IdentityWhen applicant denies requesting the latest name recorded in Numident, employee requests microprint of prior SS-5 to determine change origin.policy_documented2026-10-105R161_E0002publication_ruleAutomatic Social Security Statement No-Address ExclusionStatements / AddressAutomatic Statement mailing is suppressed when eligible numberholder has no address available; later mailing can resume if exclusion clears.policy_documented2026-10-105R161_E0003privacy_ruleIRS Written Tax-Administration Request and MBR Routine-Use GateExternal Exchanges / IRSIRS tax administration requests require a valid written, signed, purpose-specific request and applicable system-of-records routine use before SSA release.policy_documented2026-10-105R161_E0004privacy_controlIRS Safeguard Compliance Audit SSA Tax Information AccessExternal Exchanges / IRSIRS may access SSA files containing federal tax return information to audit adherence to Internal Revenue Code safeguards, ordinarily coordinated by Central Office.policy_documented2026-10-105R161_E0005treasury_matching_controlFPLP IRS Match Pending Levy Authorization IndicatorPayments / External ExchangesIRS weekly delinquent tax debt submissions identify potential matches to be notified to IRS before Treasury levies payments.policy_documented2026-10-105R161_E0006tax_return_information_artifactIRS Final Notice Before Levy on Social Security Benefits ImagePayments / IRSFinal Notice image sent from IRS and stored in SSA On-line Retrieval System for FPLP inquiry; protected federal tax return information.policy_documented2026-10-105R161_E0007privacy_controlFPLP Notice ORS Section 6103 Use and Disclosure RestrictionPayments / IRSIRS final levy notices held in ORS are federal tax return information; only authorized inspection, use or disclosure is permitted.policy_documented2026-10-105R161_E0008federal_payment_controlFPLP Treasury Automated Levy Reversal SignalPayments / TreasuryWhen SSA finds levied payment was not due, SSA systems automatically notify Treasury; Fiscal Service reverses levy without employee manual input.policy_documented2026-10-105R161_E0009review_selection_ruleDQR National Virtual Certified Electronic Folder Review ScopeDisability / QualityAny DQR review component may virtually review a CEF case regardless of location; quality reviews are CEF only.policy_documented2026-10-105R161_E0010logical_reporting_datasetDQR Central Office National Quality Review Results RepositoryDisability / AnalyticsDQR quality case-processing results transmitted to Central Office, where stored and used for national quality reports; physical repository not identified.policy_documented2026-10-104Logical dataset only; storage technology and transport mechanism not established.R161_E0011statistical_productDQR National Quality Review Summary ReportsDisability / AnalyticsNational reports produced using quality review results sent to Central Office; available to Commissioner, Congress, other components as requested.policy_documented2026-10-105R161_E0012case_processing_ruleDDS eCDR Four-System Case Closure RequirementDisability / CDRAt completion of eCDR, case is closed in DCPS, DDS legacy, eView, and NDDSS; policy does not define automatic interface among all four.policy_documented2026-10-105R161_E0013case_routing_ruleeCDR Post-Determination Age-Neutral Jurisdiction SelectionDisability / CDRDDS eCDR postdetermination routing depends on determination, Title II/XVI type, quality review, needed actions; age no longer routing factor.policy_documented2026-10-105R162_E0001certified_data_productCertified Payment Extract for Legal EvidencePayments / Program IntegrityCPE certifies a record of SSA payment transactions for court, fraud hearing, and other authorized legal uses; the extract is a derived product, not an authoritative payment master.policy_documented2026-10-105R162_E0002business_processTitle II Certified Payment Extract ProductionPayments / Title IIPSC processing assembles the Title II certified payment extract with certification correspondence for qualifying recipients and time periods.policy_documented2026-10-105R162_E0003business_processTitle XVI Certified Payment Extract ProductionPayments / Title XVISSA regional-office process prepares a certified SSI payment extract; routing differs from Title II PSC jurisdiction.policy_documented2026-10-105R162_E0004legal_evidence_artifactCPE Certification of Extract Sworn StatementPayments / EvidenceCertification of extract from SSA records authenticates the payment history as an agency-maintained record for legal use.policy_documented2026-10-105R162_E0005document_artifactCPE Cover Memorandum and Request CorrespondencePayments / EvidenceCPE correspondence identifies beneficiary, period, recipient or requesting party, and certifications supporting the extract.policy_documented2026-10-105R162_E0006data_selection_ruleCPE Negotiated-Check Inclusion ControlPayments / ProvenanceCPE payment-history extract includes negotiated checks; returned or otherwise non-negotiated checks are excluded.policy_documented2026-10-105R162_E0007third_party_address_attributeCPE Financial-Institution Name and AddressPerson / Address ProvenanceCPE lists relevant bank name and address when financial institution involved; this is the institution address, not verified beneficiary residence or mailing address.policy_documented2026-10-105R162_E0008payment_attribute_ruleCPE Representative-Payee Change Date AnnotationPayments / Representative PayeeIf the beneficiary identification code involved has payee change, CPE opening narrative must annotate change dates.policy_documented2026-10-105R162_E0009business_processCPE OIG CASI Coordination RouteProgram Integrity / OIGOIG payment-extract requests route through corresponding PSC Center for Automation, Security and Integrity function, flagged CASI; personnel arrange distribution and requester information.policy_documented2026-10-105R162_E0010service_level_policyCPE 20-Business-Day Priority Handling ControlPayments / DisclosureSSA POMS specifies CPE requests as priority work ordinarily processed within 20 business days of receipt.policy_documented2026-10-105R162_E0011evidence_verification_rulePrior BIC E C G Insured-Status Evidence ExceptionTitle II / EarningsPrior MBR entitlement as mother, child, or lump-sum-death claimant may rely on currently insured status and cannot alone establish fully insured status; use certified earnings.policy_documented2026-10-105R162_E0012data_quality_controlMCS EARN ECOR to MEF Independent ReconciliationEarnings / PersonWhen MCS EARN or ECOR computation-year entries exist, employees compare DEQY to confirm corresponding MEF update; if absent, initiate authorized MEF correction such as ICOR.policy_documented2026-10-105R162_E0013evidence_authorization_rulePaid-Entitlement Prior-Proof Reuse GatePerson / EvidencePreviously established marriage, divorce, age or death proof may be reused only when proven prior entitlement or accepted proof codes support allegation; contradictions require development.policy_documented2026-10-105R162_E0014payment_reissue_controlLimited-Payability Signed Claimant Reply ControlTitle II / PaymentsFor specified uncashed check repayment cases, PC requires beneficiary signature on returned LP notice before authorizing new payment and checks Treasury/SSA status.policy_documented2026-10-105R162_E0015business_processIncomplete Limited-Payability Reply ProcessingTitle II / PaymentsUnsigned or ambiguous returned LP notices require specific action: return for signature, request clarification, or file unsigned/no-selection notice in paperless without repayment.policy_documented2026-10-105R162_E0016communications_ruleSSI Limited-Payability Credit Direct Contact RuleTitle XVI / PaymentsSSI does not automatically send the Title II LP notice; staff contact recipient directly when SSI limited-payability credit received.policy_documented2026-10-105R162_E0017privacy_access_ruleElectronic Privacy Record Request Adult Record-Holder GatePerson / PrivacyOnline records access requires online identity verification, request by the record holder themselves, and age 18 or older. Requests by representatives use alternative channels.policy_documented2026-10-104R162_E0018data_access_scopeElectronic Privacy Record Request Four-SORN ScopeGovernance / PersonSSA online privacy request supports eligible records across Claims Folders 60-0089, MBR 60-0090, SSI/SVB 60-0103 and eDIB 60-0320, plus listed decision records; not arbitrary SSA datasets.policy_documented2026-10-104R162_E0019federal_formSF-270 Request for Advance or Reimbursement for SSA GrantProcurement / GrantsSSA grant guidance identifies SF-270 as interim email request option to financial management analyst while establishing ASAP electronic payment account.policy_documented2026-10-104R162_E0020grant_payment_controlSSA Grantee ASAP Account Registration RequirementProcurement / GrantsSSA grant recipients must establish electronic payments account with Treasury ASAP before drawing grant funds; do not construe ASAP as beneficiary payment system.policy_documented2026-10-104R162_E0021grants_application_ruleSSA Continuation-Grant GrantSolutions Submission RouteProcurement / GrantsOAG How Do I Apply states continuation grants enter GrantSolutions under announcement instructions; generic FAQ also says grant applications through Grants.gov, creating a qualification to track.policy_documented2026-10-104R162_E0022grants_application_ruleSSA Competitive Discretionary Grant Grants.gov Submission RouteProcurement / GrantsOAG How Do I Apply states competitive discretionary grant application is submitted through Grants.gov, with registration in SAM.policy_documented2026-10-104R163_E001business_ruleDDS Disability Decision Data-Entry Exclusion SetDisability / Case ControlDDS does not enter disability decisional data when OQR-selected, a no-determination case, adverse reopening, deceased claimant, or prescribed claim-type change. Other exceptions apply by title.policy_documented2026-10-105R163_E002business_processDDS Title II Special Claim Decision-Input ExceptionsDisability / Title IIDDS does not enter Title II decisional data for prisoner, trial-work, MQGE, totalization, CDR 301 and extended-period-of-eligibility case categories.policy_documented2026-10-105R163_E003business_processDDS Title XVI Special Claim Decision-Input ExceptionsDisability / Title XVIDDS does not enter Title XVI decisional data in systems-limitation cases, reconsideration reversals, or favorable reopenings.policy_documented2026-10-105R163_E004work_controlDDS Intake and Clearance Case-Movement ReportingDisability / Case ControlDDS must record receipt, clearance, and case movement; POMS references NDDSS querying and state-variable systems input responsibilities.policy_documented2026-10-105R163_E005business_processDDS Whereabouts-Unknown Claimant Location DevelopmentDisability / Address ProvenanceDDS procedures to locate absent claimants using USPS, appointed representatives, designated third parties or FO assistance before evaluating evidence in file.policy_documented2026-10-105R163_E006address_provenance_ruleDDS Appointed Representative Contact-Update Confirmation GatePerson / Address ProvenanceAn appointed representative may give contact leads, but DDS cannot update DCPS claimant address/telephone without claimant confirmation unless the representative is a parent of a minor or legal guardian.policy_documented2026-10-105R163_E007work_controlDDS USPS Whereabouts-Unknown 15-Calendar-Day Response WindowDisability / Address ProvenanceDDS may send Form SSA-L2001 to the postmaster and allow 15 calendar days for a response when locating the claimant.policy_documented2026-10-105R163_E008work_controlDDS Field Office Location Request 15-Plus-10 Calendar-Day Follow-upDisability / Case ControlDDS may send the FO a DCPS assistance request; wait 15 calendar days, then if unanswered follow up allowing another 10 days, retaining DDS case jurisdiction.policy_documented2026-10-105R163_E009address_attributeSSA-831 Last-Known Claimant Address for Whereabouts-Unknown CaseDisability / Address ProvenanceWhen proceeding on available evidence for a whereabouts-unknown case, SSA-831 item 5 holds last known address and item 34 describes whereabouts unknown; not current verified residence.policy_documented2026-10-105R163_E010adjudication_controlDDS Whereabouts-Unknown Nonautomatic-Denial RuleDisability / AdjudicationA disability claim cannot receive an unfavorable decision solely because the claimant cannot be located; DDS must evaluate the case using existing evidence.policy_documented2026-10-105R163_E011identity_validation_controliAppointment Unverified-Data CLIENT Admission GatePerson / IdentityiAppt populates eLAS protective filings with UNVER issue. Online data stays isolated from CLIENT until claimant SSN and data verified and Verify PI receipts the issue; it never automatically corrects Numident or Person Information.policy_documented2026-10-105R163_E012privacy_controliAppointment eLAS Appointment-Notice Suppression Before VerificationPerson / PrivacyeLAS suppresses confirmation notices for iAppt scheduled appointments, preventing disclosure before the UNVER issue has been resolved.policy_documented2026-10-105R163_E013user_interfaceeLAS Internet Appointment Fifth Calendar ScreenCustomer Service / SchedulingFifth calendar screen in eLAS is reserved for iAppt appointments rather than FO/TSC ordinary appointment scheduling.policy_documented2026-10-105R163_E014notification_workflowiAppointment ASL Interpreter Email Escalation to Area DirectorCustomer Service / AccessibilityAn ASL selection records a remark and emails FO to schedule an interpreter; undeliverable FO email results in Area Director Office mailbox notification.policy_documented2026-10-105R163_E015notice_productiAppointment Online Protective Filing Closeout ConfirmationClaims / Digital IntakeiAppt on-screen confirmation includes protective filing closeout language/date, taking the place of an additional FO closeout notice in stated circumstances.policy_documented2026-10-105R163_E016business_processSSI Pre-August-2026 Pandemic Assistance Special Income DevelopmentTitle XVI / Program RulesFor development initiated before 2026-08-21, SSI staff use special pandemic-assistance income exclusion and documentation procedure including CCE Report of Contact and SSA-5002.historical_policy2026-08-205R163_E017business_ruleSSI August 21 2026 Pandemic Assistance Development TransitionTitle XVI / Program RulesBeginning 2026-08-21, SSA no longer routinely asks about or separately documents pandemic assistance for listed new SSI development categories; new allegations follow general disaster-assistance procedures.policy_documented2026-08-215R163_E018data_quality_ruleCCE Pandemic Assistance Incorrect-Page Overpayment RiskTitle XVI / Data QualityPrior special procedure warns not to post pandemic income on CCE Disaster Assistance page because the action can remove deeming allocations and cause erroneous overpayments; historical context, not assertion about new post-cutover workflow.historical_policy2026-08-205R163_E019data_productPandemic Unemployment Income Exclusion Period Reference TableTitle XVI / Policy ReferencePOMS SI 00830.623 publishes state/territory periods relevant to pandemic unemployment assistance and income exclusion; category timing differs across jurisdictions.policy_documented2026-10-105R163_E020historical_controlAugust 2021 SSI Computations Pandemic Unemployment Automatic Exclusion ChangeTitle XVI / Modernization HistoryPOMS documents August 2021 changes to CCE/SSI Computations that automated exclusion for covered pandemic unemployment and obviated related corrective steps.historical_documented2021-085R163_E021verification_ruleAFI Negative Account Search and Historical 25-Month Verification ControlTitle XVI / Resource VerificationWhen AFI verification is required, negative searches and balance verification up to 25 past months can remain necessary even if claimant supplied alternative evidence.policy_documented2026-10-105R163_E022evidence_workflowSSI Financial Account Alternate Evidence Preference HierarchyTitle XVI / EvidenceAccept bank statements first, other financial institution records second, claimant signed statement as last resort when AFI/e4641 not used; electronic Upload Documents statements can qualify.policy_documented2026-10-105R163_E023person_relationship_ruleFinancial Account Ownership Versus SSI Countability ControlPerson / Financial AttributionAccount title and ability to withdraw or use funds determine presumed resources, subject to ownership and legal restrictions; being associated with an account or named POD beneficiary is not dispositive.policy_documented2026-10-105R163_E024formForm SS-5-FS Application for Social Security Card Outside the United StatesEnumeration / FormsSSA Forms catalog lists SS-5-FS as the paper application for a card outside the United States; this catalog entry does not establish an online application route.policy_documented2026-10-105R163_E025formForm CMS-1763 Request for Medicare Premium Coverage TerminationMedicare / FormsSSA Forms catalog links CMS-1763 for termination of premium Part A, Part B, or Part B immunosuppressive drug coverage; CMS-origin PDF, not evidence of SSA-hosted e-form.policy_documented2026-10-105R163_E026publication_catalogOACT Public Actuarial Publications IndexActuarial / Publication PipelinesOACT public navigation lists trustees reports, SSI annual reports, program-change estimates, actuarial notes/studies, fact sheets and statistical tables; only a public index, not an inferred internal data pipeline.policy_documented2026-10-105R164_E001business_processTitle XVI Representative Fee Direct-Payment Eligibility ReconciliationrepresentationBefore effectuation, employees reconcile principal representative and fee status across SSR and RASR.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.1-C.3. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E002query_serviceRASR EDPNA Direct-Payment Eligibility QueryrepresentationRASR query used to confirm nonattorney representative eligibility for direct payment as of effectuation. Not an independent master identity store.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.2.b-C.2.d. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E003user_interfaceMSSICS UMEN Appointed Representative Processing ScreenTitle XVIScreen used with UATH and UFEE to code representative-related Title XVI information to SSR.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.1. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E004data_segmentSSR Overpayment Decision Data OPDD SegmentTitle XVI debtSSR segment holding collection decisions; certain prior-overpayment decisions must be removed and later reposted during fee withholding.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.4.b,C.4.d. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E005work_controlTitle XVI Fee Petition 60-Day or 120-Day Follow-up DiaryrepresentationFee petition follow-up is 60 days for administrative decision and 120 days for federal-court decision; processing center handles applicable concurrent cases.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, B,C.4,C.7. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E006transaction_alertSSR I9 Alert Requiring IAR Payment by OTPTitle XVI paymentsI9 alert is generated when qualifying IAR underpayment review requires one-time state reimbursement processing.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.4.c. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E007business_controlSSI Fee-Petition Prior-Overpayment Reposting DiaryTitle XVI debtRemoving applicable older collect decisions from OPDD establishes a diary reminding staff to repost the prior decision.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.4.b,C.4.d. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E008privacy_controlTitle XVI Representative Fee Notice Minimum-Necessary Disclosure ControlrepresentationNotice disclosure limits apply to former representatives, fee-assignment entity contacts, eligible spouses, and payees; ordinary protected claimant material requires appropriate authority.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, B,C.5-C.6. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E009data_attributeSSR Representative Eligibility for Direct Payment AttributeTitle XVISSR must reflect principal representative identity and eligibility for direct payment; RASR appointment and waiver must be checked.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.1. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E010business_processTitle XVI Representative Fee Petition and IAR Withholding Exception WorkflowTitle XVI paymentsWithholding/offset behavior depends on interim assistance reimbursement, concurrent Title II benefits, overpayments and prior collect decisions.published_control2026-10-1052026-10-10 observed. Evidence: R164_S001, C.4.a-C.4.d. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E011business_ruleDisability Reopening Administrative Finality and Authority Hierarchydisability appealsReopening depends on finality, timely grounds and adjudicative jurisdiction: DDS/DHU/ALJ/Appeals Council and FO/PC have different authority.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, A,B.2-B.3. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E012work_controlDisability Reopening Prior-Folder Retrieval Prerequisitedisability evidenceGenerally obtain prior folders before reopening, with published exceptions for missing paper folders.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, B.2 notes. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E013business_ruleAdverse Medical Reopening Medical Improvement Review Standard Gatedisability appealsMIRS generally governs revisions from favorable disability decisions to adverse denial/cessation, with stated exceptions. Not used to revise onset dates alone.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, B.4. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E014processDisability Reopening Due Process and Notice Workflowdisability appealsAdverse reopenings require opportunity to submit evidence, revised rationale, notices and the appropriate appeal rights.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, D.1-D.3. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E015formSSA-553 Special Determination for Denied Reopeningdisability appealsSSA permits form SSA-553 or electronic writing (RPOC, DW01) to document reasons for denying a reopening request; do not add appeal rights to that denial notice.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, D.4. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E016business_ruleReopening Denial Notification Without Appeal Rightdisability appealsWhen SSA declines to reopen, it documents reasons and notifies individual of outcome without providing reopening denial appeal rights.published_control2026-10-1052026-10-10 observed. Evidence: R164_S002, D.4. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E017data_product2026 OASI Trustees Short-Range Operations Table IV.A1actuarial statisticsAnnual historical/projection table for OASI trust fund income, cost, reserve and trust fund ratio by alternate economic assumption.2026_publication2026-10-1052026-10-10 observed. Evidence: R164_S003, Table IV.A1. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E018data_product2026 DI Trustees Short-Range Operations Table IV.A2actuarial statisticsAnnual historical/projection table for DI trust fund operations and projected reserves under three sets of assumptions.2026_publication2026-10-1052026-10-10 observed. Evidence: R164_S003, Table IV.A2. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E019data_product2026 Combined OASDI Trustees Short-Range Table IV.A3actuarial statisticsAnnual projection table for combined trust funds, published as hypothetical combined balances and income/cost estimates.2026_publication2026-10-1052026-10-10 observed. Evidence: R164_S003, Table IV.A3. Models a documented public policy/data-product concept; physical architecture not inferred.R164_E020actuarial_methodOASDI Short-Range Financial Adequacy 100-Percent Trust-Fund-Ratio Testactuarial statisticsTrust fund ratio must meet published short-range criteria: where under 100%, reach 100% in five years without depletion and remain there for rest of ten-year span.2026_publication2026-10-1052026-10-10 observed. Evidence: R164_S003, IV.A preamble. Models a documented public policy/data-product concept; physical architecture not inferred.R165_E001business_processTitle II Section 216(h)(3) Written-Acknowledgment Parent-Child DeterminationTitle II / Person / IdentityAdjudicator evaluates an NH written acknowledgment identifying a biological child, subject to lifetime, biological relationship and evidence rules.published_policy2026-10-105Source R165_S001 section A-B; observed 2026-10-10. Entitlement proof process, not universal parent identity master.R165_E002evidence_artifactParent-Child Acknowledgment Electronic Writing EvidenceTitle II / EvidenceEmails, text messages and social media writings can count as written acknowledgment when attribution to the NH is adequately established.published_policy2026-10-105Source R165_S001 section B-C; observed 2026-10-10. Electronic writings are possible claimant evidence, not an SSA inbound integration.R165_E003user_interfaceMCS DEPC Dependent Children of Number Holder ScreenDEPCTitle II / MCSMCS dependent-children screen can establish NH acknowledgment when authenticated as the NH application under POMS conditions.published_policy2026-10-105Source R165_S001 section C.5; observed 2026-10-10. MCS listing alone can be insufficient without APPL/RMKS conditions.R165_E004evidence_artifacteLAS Parent-Child Claim Appointment Written-Acknowledgment EvidenceTitle II / eLAS / IdentityAppointment record identifying NH contact and named child may protect date of NH written acknowledgment.published_policy2026-10-105Source R165_S001 section G; observed 2026-10-10. Only when the policy conditions for identity, intent and child identification are met.R165_E005business_ruleParent-Child Written-Acknowledgment Effective Date ControlTitle II / EligibilityParent-child relationship based on written acknowledgment generally begins on the acknowledgment date unless evidence supports an earlier date.published_policy2026-10-105Source R165_S001 section F; observed 2026-10-10. Not equivalent to child birth date or entire retroactive benefit period.R165_E006business_processSection 216(h)(3) Biological Parentage Conflict DevelopmentTitle II / EvidenceStaff develop additional parentage evidence if full birth certificate, EAB iteration or other information conflicts with biological relationship.published_policy2026-10-105Source R165_S001 section D-E; observed 2026-10-10. Unresolved parentage can require a legal opinion; not automatic SSA record correction.R165_E007evidence_artifactClaimant-Supplied Dependent-Child Tax Return Parentage EvidenceTitle II / Tax Data / IdentityCopy of NH federal or state income tax return listing child as dependent can evidence written acknowledgment.published_policy2026-10-105Source R165_S001 section C.4; observed 2026-10-10. Policy says IRS and state tax offices do not provide copies of tax returns to SSA in this workflow; no automated tax integration inferred.R165_E008formSSA-2519 Child Relationship StatementSSA-2519Title II / FormsChild Relationship Statement form used to identify potential sources of written acknowledgment and relationships.published_policy2026-10-105Source R165_S001 section C / references; observed 2026-10-10. Listing/use of form only; submission technology not inferred.R165_E009business_ruleNo Routine IRS or State Tax-Office Return Supply for Child Written-Acknowledgment EvidenceIRS / Person Evidence ProvenanceFor this parentage evidence workflow SSA policy says tax offices do not furnish requested income-tax-return copies to SSA; applicants may supply copies.published_policy2026-10-105Source R165_S001 section C.4; observed 2026-10-10. Scope is this workflow; does not negate other legally authorized IRS-SSA tax data exchanges.R165_E010business_processNonmarital Child EAB Birth Registration Parentage PresumptionTitle II / EnumerationUses qualifying EAB Numident parent attributes or complete birth certificate, under state law, to presume written acknowledgment or paternity order.published_policy2026-10-105Source SRC_R56_011 section A-B; observed 2026-10-10. Only section 216(h)(3) non-marital children and specified documentary/state-law conditions.R165_E011policy_data_tableState-Law Nonmarital Birth Registration Paternity Effective-Date MatrixTitle II / State LawPOMS chart of jurisdictions, whether paternal written consent/court determination required for birth registration and state-specific effective dates.published_policy2026-10-105Source SRC_R56_011 section B.1; observed 2026-10-10. Published policy reference table, not operational SSA database.R165_E012data_elementBirth Certificate Number Holder Informant SignatureTitle II / Vital RecordsNH signature as informant with NH listed as parent on full birth certificate may establish written acknowledgment.published_policy2026-10-105Source SRC_R56_011 section A.1.a; observed 2026-10-10. Applies only under cited parent-child procedure.R165_E013business_ruleEAB Numident Parent-Name Subsequent-Iteration Consistency CheckPerson / Numident / EvidenceUse of EAB MNA/FNA data for parentage requires absence of a different parent name on later Numident iterations under policy.published_policy2026-10-105Source SRC_R56_011 section A.2; observed 2026-10-10. Does not imply changing or back-propagating later Numident attributes.R165_E014business_processCertified Court Parentage Order Evidence IntakeTitle II / Evidence / CourtsEmployee obtains certified decree/order, verifies supersession questions and submits evidence to NDRed using Evidence Portal.published_policy2026-10-105Source R165_S002 section C.1; observed 2026-10-10. Evidence routing documented; automated court-to-SSA connection not established.R165_E015business_rulePosthumous Parentage Court Order Section 216(h)(3) ExclusionTitle II / Courts / EligibilityCourt decree or support order must have been made during NH lifetime for this federal-standard pathway; other State-law/other evidence routes may apply.published_policy2026-10-105Source R165_S002 section A; observed 2026-10-10. Limited to specific child-entitlement pathway.R165_E016business_processSection 216(h)(3) Court-Order Biological Parentage ReviewTitle II / Courts / EvidenceAdjudicator reviews certified court decree or support order naming NH/identifiable child, biological relationship and potential inconsistencies.published_policy2026-10-105Source R165_S002 section A-B; observed 2026-10-10. Legal evidence adjudication, not direct court database synchronization.R165_E017business_processCMS Third-Party Buy-In Health Insurance Master Identity Matching GateMedicare / CMS / IdentityBefore State buy-in accretion posts to Third-Party Master, the submitted claim number and demographics must match Medicare Health Insurance Master data.published_policy2026-10-105Source R165_S003 section B; observed 2026-10-10. CMS Medicare master identity match, not SSA Numident master update.R165_E018data_productCMS Monthly SSI Buy-In Accretion Alert RecordMedicare / CMS / StatesCMS supplies qualifying informational SSI accretion alerts each month to alert States for Medicaid/Medicare buy-in actions.published_policy2026-10-105Source R165_S003 section A; observed 2026-10-10. Monthly informational alert, not proof of a successful State accretion.R165_E019data_productCMS Monthly SSI Buy-In Deletion Alert RecordMedicare / CMS / StatesCMS generates informational deletion alerts to alert States when SSI terminates while an individual remains on buy-in.published_policy2026-10-105Source R165_S003 section C; observed 2026-10-10. Only defined alert-state and responsibility contexts.R165_E020data_productCMS State Buy-In Accretion-Deletion Transaction Response RecordMedicare / CMS / StatesCMS Third-Party System issues acknowledgment, reject or interim investigation response for State-initiated accretions/deletions.published_policy2026-10-105Source R165_S003 section E; observed 2026-10-10. Some exceptions produce a paper record instead of electronic response.R165_E021business_ruleCMS State Buy-In Two-Month Retroactive Deletion LimitMedicare / CMS / PaymentsBuy-in deletion effective date is limited to two months before receipt; system adjusts older requested dates.published_policy2026-10-105Source R165_S003 section D; observed 2026-10-10. Applies State deletion requests under current described policy.R165_E022business_ruleCMS State Buy-In Medicare Entitlement-Date AlignmentMedicare / CMS / EligibilityThird-Party System automatically adjusts State buy-in start to Medicare entitlement date when submitted buy-in starts earlier.published_policy2026-10-105Source R165_S003 section F; observed 2026-10-10. Limited to stated conditions; no global entitlement/date synchronization.R165_E023business_ruleSAVE Single-Character Given or Family Name Discrepancy ToleranceDHS / SAVE / PersonSSA may accept a one-character name discrepancy between SAVE response and presented documents when this is the only discrepancy, subject to exceptions.documented_policy_control2026-10-105Source SRC_R119_001 section C.5.b; observed 2026-10-10. Transpositions, omitted/extra characters and contradictory evidence do not automatically qualify.R165_E024data_quality_constraintSAVE Response Middle-Name Display OmissionDHS / SAVE / PersonSSA SAVE screen cannot display middle name or initial; difference from immigration document is not by itself a verification discrepancy.documented_policy_control2026-10-105Source SRC_R119_001 section C.5.b; observed 2026-10-10. UI display limitation does not establish that DHS source record lacks middle names.R165_E025business_ruleSAVE Standalone SSN Discrepancy Acceptance for Claim VerificationDHS / SAVE / PersonWhere SSN line is the only discrepant field in an online SAVE response, current POMS requires no further action on that discrepancy.documented_policy_control2026-10-105Source SRC_R119_001 section C.5.b; observed 2026-10-10. Not proof that mismatched SSN belongs to individual and not permission to update Numident.R165_E026business_processSuspected Fraudulent DHS Document Manual G-845 Verification PathDHS / SAVE / FraudIf submitted immigration document appears fraudulent, SSA follows manual G-845 verification rather than using online SAVE as proof and may refer suspected fraud to OIG.documented_policy_control2026-10-105Source SRC_R119_001 section C.3-C.4; observed 2026-10-10. Restricted to suspect-document scenario; not an assertion of automatic fraud classification.R165_E027business_processCMS State Buy-In Interim Response Investigation and Paper ExceptionMedicare / CMS / StatesCMS may issue interim transaction response pending electronic or clerical investigation and occasionally a paper disposition response.published_policy2026-10-105Source R165_S003 section E; observed 2026-10-10. Specific disposition pathway, no transport format or database design inferred.R166_E001data_artifactEDCS SSA-3367 Field Office Disability ReportDisability / EDCSElectronic Disability Collect System 3367 report required before FO transfers claim jurisdiction to DDS or OHO.documented_policy_control2026-10-105Source R166_S001, section preamble and section A. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E002formPaper SSA-3367 Field Office Disability ReportDisability / IntakePaper alternative used for EDCS exclusions including expedited reinstatement; one complete report for qualifying concurrent exclusions.documented_policy_control2026-10-105Source R166_S001, section preamble and A. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E003data_elementEDCS 3367 Alleged Onset Date Mainframe-Propagated AttributeDisability / Source PrecedenceAOD propagates from MCS or MSSICS to EDCS 3367 and normally cannot be manually overwritten; corrections originate in mainframe.documented_policy_control2026-10-105Source R166_S001, section A.1.b. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E004data_elementEDCS 3367 Potential Onset Date Claim-Specific AttributeDisability / IntakeClaim-specific potential onset date is editable on EDCS 3367, including at successive Title II levels subject to procedural restrictions.documented_policy_control2026-10-105Source R166_S001, section A.1.c. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E005business_ruleField Office 3367 Completion Before Disability Case TransferDisability / JurisdictionFO completes paper or electronic SSA-3367 prior to DDS or OHO jurisdiction transfer.documented_policy_control2026-10-105Source R166_S001, section preamble. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E006business_processEDCS Alleged Onset Date Correction at Origin and RepropagationDisability / Data QualityFor established MCS/MSSICS claim, employee corrects AOD in originating program application and then repropagates to EDCS.documented_policy_control2026-10-105Source R166_S001, section A.1.b. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E007business_processEDCS Onset Date Post-Transfer DDS Update NotificationDisability / JurisdictionAfter transfer to DDS, AOD changes require Update After Transfer utility to notify DDS.documented_policy_control2026-10-105Source R166_S001, section A.1.b. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E008business_ruleTitle II EDCS 3367 Potential Onset Date Level-by-Level CompletionTitle II / DisabilityFO enters claim-specific POD for initial, reconsideration, hearings and escalated Title II cases before transfer; not entry at Appeals Council or federal court level.documented_policy_control2026-10-105Source R166_S001, section A.1.c. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E009business_ruleTitle XVI EDCS 3367 Conditional Potential Onset Date EntryTitle XVI / DisabilityFO enters POD for Title XVI on SSA-3367 only when POD differs from protective filing date or filing date.documented_policy_control2026-10-105Source R166_S001, section A.1.c. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E010data_structureSSA-3367 Number Holder Versus Claimant Identifying AttributesPerson / DisabilityForm separately records NH and claimant name/SSN, with claimant sex and DOB where different, such as auxiliary or survivor disability claim.documented_policy_control2026-10-105Source R166_S001, section A.1.a. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E011business_processEDCS 3367 Prior Certified Electronic Folder Filing PropagationDisability / HistoryWhen EDCS creates CEF for a new initial claim, prior CEF filing information automatically populates the EDCS 3367.documented_policy_control2026-10-105Source R166_S001, section A.3. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E012data_structureEDCS 3367 Prior-Filing Claim and Decision MetadataDisability / HistoryRecords prior claim type and SSNs, last decision date, adjudicative level and outcome, earlier folder location and folder-request state.documented_policy_control2026-10-105Source R166_S001, section A.3. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E013work_controlEDCS 3367 Prior Disability Termination Failure-to-Cooperate AlertDisability / HistoryFO flags prior disability termination for failure to cooperate so DDS receives the relevant case development warning.documented_policy_control2026-10-105Source R166_S001, section A.3. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E014business_processSSA-3367 Alleged-Onset Discrepancy Claimant ReconciliationDisability / IntakeIf application and disability report have conflicting alleged onset dates, FO resolves conflict with claimant and records reason in 3367 remarks.documented_policy_control2026-10-105Source R166_S001, section A.1.b. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E015user_interfaceEDCS 3367 Miscellaneous DWB and Prior Filing Information PageDisability / EDCSEDCS input page records protective filing date, DLI, DWB dates, and previous filings; user can add prior entries.documented_2024_transmittal_historical_revision2026-10-104Original revision 2014; specific operation not independently proven as of 2026. Source R166_S003, section A.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E016user_interfaceEDCS 3367 Onset and Potential-Onset-Reason PagesDisability / EDCSEDCS 3367 pages identify alleged and potential onset dates and reason for potential onset recommendation.documented_2024_transmittal_historical_revision2026-10-104Source R166_S003, section A.1. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E017user_interfaceEDCS 3367 Presumptive Disability and Blindness PageTitle XVI / DisabilityEDCS 3367 has SSI presumptive disability/blindness page; documented entry condition requires Title XVI claim in EDCS case.documented_2024_transmittal_historical_revision2026-10-104Source R166_S003, section A.3. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E018business_processHearings In-Line Quality Review Fee-Agreement Administrative ReviewHearings / RepresentationHearings ILQR handles fee-agreement review for cases favorably decided at hearings and Appeals Council levels.documented_policy_control2026-10-105Source R166_S002, section A.1. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E019business_processFee Agreement Review Request Electronic B-Section RoutingHearings / EvidenceIf eView or ENM record exists, receiving component uploads request to B section and emails competent reviewing authority; without record, scan and email attachment, confirm receipt.documented_policy_control2026-10-105Source R166_S002, section A. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E020data_artifactFee Agreement Review Notice Document and DistributionHearings / RepresentationAdministrative-review determination notice distributed to requester, other authorized parties and fee decision maker; eView B-section copy when electronic file exists.documented_policy_control2026-10-105Source R166_S002, section F.1-F.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E021governance_controlFee Review Third-Party Claimant and Auxiliary Address RedactionAddress Provenance / PrivacyCopies to parties lacking disclosure authority must redact claimant or auxiliary beneficiary address, SSN, and protected notice identifiers.documented_policy_control2026-10-105Source R166_S002, section C.2 / D.1 / F.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E022work_controlFee Review eView Decision Upload Automatic FO-PC AlertHearings / NotificationsSSA HALLEX states uploading fee-review determination to eView alerts field/processing centers through EDCS and Evidence Portal applications; no second manual notification.documented_policy_control2026-10-105Source R166_S002, section F.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E023business_processFee Review No Electronic Folder Manual Notification FallbackHearings / RecordsWhen eView upload impossible or only paper/ENM folder exists, reviewer uses claim file and appropriate PC control mailbox for notification.documented_policy_control2026-10-105Source R166_S002, section F.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E024work_controlFee Agreement Review Thirty-Day Diary and Fifteen-Day Response WindowHearings / RepresentationParties have 15 days to provide comments; office diaries review for 30 days. Late-filing explanation uses 15-day reply with 30-day follow-up.documented_policy_control2026-10-105Source R166_S002, section C.1 / D.1. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E025business_processRepresentative Payee Capability Medical Evidence RoutingRepresentative Payee / EvidenceSSA policy requires evidence in NDRed under claim number or eView under beneficiary own account number, using Evidence Portal or eView.documented_policy_control2026-10-105Source SRC006, section A opening, A.5. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E026work_controleRPS Medical Evidence Authenticity Report-of-ContactRepresentative Payee / IntegrityWhen capability medical evidence authenticity requires verification and eRPS case exists, document medical-source confirmation in Beneficiary Details RPOC.documented_policy_control2026-10-105Source SRC006, section A.5.a. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E027business_ruleDDS Capability Opinion Versus FO Payee-Capability DeterminationDisability / Representative PayeeDDS may provide capability opinion on SSA-831/832/833, but FO rather than DDS decides whether beneficiary can manage benefits.documented_policy_control2026-10-105Source SRC006, section A.8. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E028business_ruleRepresentative Payee Capability Medical Evidence Recency RuleRepresentative Payee / EvidenceRecent medical evaluation evidence within one year is requested when applicable; qualifying older existing evidence can be considered if no recent examination.documented_policy_control2026-10-105Source SRC006, section A.2. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E029business_ruleeView Claimant SSN Versus Number Holder SSN Case SearchPerson / DisabilityeView permits searches by claimant own SSN or number holder SSN in auxiliary disability claims; results not restricted by geographic jurisdiction.documented_policy_control2026-10-105Source SRC018, section A / B. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R166_E030business_ruleeView EDCS Folder Number Unique-Case SearchDisability / Folder IdentificationeView permits EDCS folder-number search selecting one specific case even when an SSN has multiple filings.documented_policy_control2026-10-105Source SRC018, section A / B. Observed 2026-10-10. Do not infer physical storage or automatic cross-system update.R167_E001business_ruleIEDS MCS Earnings Computation ExclusionTitle II / ClaimsIndependently entitled divorced spouse claims require manual MCS A-101/DOFA and MADCAP rather than normal MCS earnings computation path.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.6; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E002evidence_workflowIEDS Unsigned SSA-1 Number Holder Information IntakeTitle II / Person IdentityClaimant may complete selected SSA-1 questions about nonfiling number holder; do not sign; fax to NDRed via Evidence Portal and verify receipt before paper destruction.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.2; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E003privacy_controlIEDS Reciprocal Former-Spouse Whereabouts Non-DisclosurePerson / Address ProvenanceSSA must not divulge either nonfiling number holder whereabouts to divorced-spouse claimant or claimant whereabouts to number holder.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.4.a; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E004address_provenance_ruleIEDS Employer Address Lead Five-Year EligibilityPerson / Address ProvenanceWhen nonfiling number holder cannot be found, field office may contact an employer identified in SSA records if NH worked there within five years to seek an address; address lead does not itself authorize master-record update.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.4.b; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E005verification_workflowIEDS ICERS Certified Earnings Record Insured-Status ReviewTitle II / EarningsFor independently entitled divorced spouse claims, use certified E/R function in ICERS for insured status and PIA computation.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.5; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E006claims_exception_workflowIEDS MCS A101 DOFA MADCAP Manual EffectuationTitle II / PaymentsAllowed IEDS auxiliary claim loads in MCS, is adjudicated via A-101, manually processes DOFA, and carries A101 remarks requesting MADCAP processing.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.6.a; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E007claims_exception_workflowIEDS Number Holder Death Manual Survivor ConversionTitle II / SurvivorsWhen number holder dies before entitlement in specified IEDS cases, send proof of death and record of contact to payment center to manually convert to surviving divorced spouse benefits.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.5.f; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E008identity_verification_workflowIEDS Nonfiling Number Holder Identity and Evidence DevelopmentTitle II / Person IdentityField office obtains number holder SSN, proof of age or disability where material; absent proof or whereabouts, claim can be disallowed under prescribed conditions.documented_2025_policy2026-10-105Authoritative RS 00202.100 Independently Entitled Divorced Spouse, section B.1-B.4; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E009documented_exchange_behaviorVA SSR Dependent-Benefit Portion Interface PostingTitle XVI / Federal ExchangesSSA VA/SSR interface posts and updates certain VA benefits portions for dependent spouse, child and qualifying dependent parent in SSI posteligibility. No physical transport asserted.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E010data_attribute_ruleSSR VA Unearned Income Interface Verification Codes 2 3 4Title XVI / Program RecordsVerification code 2, 3 or 4 following claim number on SSR unearned income entry indicates posting from VA/SSR interface.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E/F; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E011income_attribution_ruleVA Augmented Dependent Payment Attribution for SSITitle XVI / External BenefitsAttribute veterans augmented VA income portions according to dependent status and direct VA apportionment; distinguish beneficiary, spouse, child and dependent parent.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section B/C; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E012manual_exception_workflowSSI VA Interface Posting Failure Manual DevelopmentTitle XVI / External ExchangesWhen VA/SSR interface fails to post or update applicable dependent portions, field office verifies amounts and manually posts necessary VA income.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E/F; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E013user_interfaceSSI Claims System Veterans Affairs Payment PageTitle XVI / ClaimsSSI claims system VETERANS AFFAIRS PAYMENT page supports updating and correcting qualifying VA benefits and educational benefits entries when pending case exists.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section F.1-F.6; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E014data_elementSSR VA Dependent PCOC Code DTitle XVI / Program RecordsSSA instructs manual SSI VA dependent income entries of types C/E to include special PCOC D after claim number to designate dependent.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section F.2/F.3; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E015formSSA-L1103-U3 VA Income Verification RequestTitle XVI / EvidenceSupplemental Security Income Request for Information form used to request verification of VA income for months under review.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section D/E; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E016policy_status_changeVA Needs-Based Apportionment New-Award Restrictions Effective February 2026Federal Partner / VAVA discontinued new needs-based apportionment awards effective 2026-02-09 except certain incarcerated veterans or institutionalized incompetent veterans without fiduciaries; prior awards may continue.documented_effective_2026-02-092026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section B.2; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E017income_attribution_ruleSSI Absent Dependent Unapportioned VA Portion ExclusionTitle XVI / Person/HouseholdAbsent dependent VA augmented portion not apportioned directly generally must not be posted as that absent dependent VA income; erroneous entries require correction subject to finality.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E/F.4-F.6; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E018program_integrity_workflowSSI VA Interface Alert and Diary Exception ReviewTitle XVI / Workload ControlSSA requires VA-related SSR interface alerts or diaries to be developed, resolved and cleared or deleted; omitted or rejected postings require follow-up.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E019verification_workflowSSI VA Dependent COLA Non-Posting ReviewTitle XVI / External ExchangeWhen January COLA for a VA dependent benefit is missing on SSR, SSA directs additional verification and development.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section E; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E020data_coding_ruleVA Compensation versus Pension SSI Unearned Income Type C E CodingTitle XVI / Program RecordsSSA instructions distinguish VA compensation/pension non-need and need-based payments as Type C or E unearned income and require specific dependent coding.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section F; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E021business_ruleVA Apportionment and SSI Dependent Residence Eligibility GateTitle XVI / Address ProvenanceSSI VA attribution varies with whether dependent resides with veteran and receives direct apportioned VA payment; residence status must be developed separately from mailbox location.documented_2026_policy2026-10-105Authoritative SI 00830.314 Augmented Veterans Affairs (VA) Benefits, section C/E/F; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E022modernization_status2026 SSI Emergency Payment United States Debit Card TransitionPayments / Emergency IssuanceSSA issues field-office emergency advance and immediate payments using US Debit Card through TPPS effective 2026-02-09, replacing prior paper-check method for these payments.documented_effective_2026-02-092026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section A; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E023eligibility_ruleSSI Emergency Advance Presumptive Disability or Blindness EligibilityTitle XVI / DisabilitySSI applicant can receive emergency advance when presumptive disability or blindness is established and financial emergency conditions satisfied.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.1.a/B.1.c; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E024recovery_ruleSSI Emergency Advance Recovery Retroactive or Six InstallmentsTitle XVI / DebtSSA recovers EAP from retroactive SSI payment or, if none due, six equal installments of future monthly SSI payments subject to case-specific exceptions.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.1.d; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E025cross_program_allocation_ruleConcurrent Title II Title XVI Immediate Payment Program SelectionTitle II / Title XVI PaymentsWhen both Title II and XVI benefits due, windfall offset determined first; immediate payment issued from program with sufficient benefit amount under the published priority rules.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.2.c; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E026identity_eligibility_ruleSSI Initial Claim Immediate Payment Valid SSN RequirementPerson / PaymentsAn initial-claim immediate payment cannot be issued without a valid SSN, unlike requirements for qualifying emergency advance payments.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.2.b; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E027recovery_ruleSSI Immediate Payment Recovery From Next Regular PaymentTitle XVI / PaymentsSSA recovers Title XVI immediate payment amount from first regular payment following issuance.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.2.e; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E028payment_policy_ruleTitle XVI Immediate Payment Two-Thousand-Dollar CapTitle XVI / PaymentsTitle XVI-only IP maximum $2,000 per eligible individual; concurrent Title II/XVI IP maximum $5,000, subject to amount due and emergency request.documented_2026_policy2026-10-105Authoritative SI 02004.001 Emergency Advance Payments and Title XVI Immediate Payments, section B.2/C; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E029statistical_data_product2026 Supplement OASDI Geographic Annual Benefit Estimates Table 5.J1Actuarial / Statistical ProductsTable 5.J1 shows estimated 2025 annual OASDI benefits paid by state or area and category, derived from 100 percent MBR and USPS geographic reference.published_2026_section2026-10-105Authoritative Annual Statistical Supplement, 2026, Section 5.J Geographic Data, section Table 5.J1; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E030statistical_data_product2026 Supplement OASDI Geographic Beneficiary Counts Table 5.J2Actuarial / Statistical ProductsTable 5.J2 shows December 2025 number of OASDI beneficiaries by type and state/area, using 100 percent MBR and USPS geographic reference.published_2026_section2026-10-105Authoritative Annual Statistical Supplement, 2026, Section 5.J Geographic Data, section Table 5.J2; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E031statistical_method_rule2026 Supplement 5.J1 Unnegotiated-Check Statistical CaveatActuarial / Payment Statistics5.J1 benefit estimates do not deduct unnegotiated checks and exclude lump-sum death payments; not a negotiable-payment ledger.published_2026_section2026-10-105Authoritative Annual Statistical Supplement, 2026, Section 5.J Geographic Data, section Table 5.J1 Notes; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R167_E032statistical_provenance_rule2026 Supplement 5.J USPS-MBR State Assignment Data LineageAddress Provenance / Statistical Geography2026 5.J credits MBR 100 percent data and USPS geographic data; documents aggregate location reference, not person-master address synchronization.published_2026_section2026-10-105Authoritative Annual Statistical Supplement, 2026, Section 5.J Geographic Data, section Table 5.J1 Sources; observed 2026-10-10. No undocumented physical implementation, automatic updates or residence inference.R168_E001external_data_productIRS SSA Weekly SSN and Name-Control Update FileSSA weekly N/C fileExternal Data / IRS / IdentityIRS manual documents weekly SSA records of SSNs and newly assigned or updated name controls for IMF processing. Historical text refers to weekly tapes; current transport not independently verified.documented_in_2025_irs_manual2026-10-104Manual subsection 3.13.5.16 effective 2022. Avoid inference of Numident as direct feed or current physical tape medium.R168_E002external_business_processIRS DM-1 TIN and Name-Control Validation ProcessDM-1 validationExternal Data / IRS / IdentityIRS DM-1 checking directs tax transactions toward valid or invalid IMF account segments using TIN/name-control matching, including proximal matching.documented_in_2025_irs_manual2026-10-105IRS processing only; name-control mismatches are not automatic SSA corrections.R168_E003external_data_classificationIRS IMF Valid and Invalid Taxpayer Account SegmentsIMF segmentsExternal Data / IRS / IdentityLogical IMF account classification determined by matching taxpayer TIN and name control; not a claim about separate physical databases.documented_in_2025_irs_manual2026-10-105Same person may appear in both segments under different tax-period names.R168_E004external_data_storeIRS National Account Profile (NAP)NAPExternal Data / IRS / IdentityIRS taxpayer entity information profile incorporating DM-1, SSNs, EINs, employee-plan master information, and cross-reference data.documented_in_2025_irs_manual2026-10-105Existing DB_IRS_NAP_DM1 conflates NAP and DM-1; preserve existing record but queue reconciliation.R168_E005external_formIRS Form 8822 Change of AddressIRS 8822External Data / IRS / AddressTaxpayer-submitted change-of-address request; IRS manual identifies special handling for requests referencing Social Security Statement mailing.documented_in_2025_irs_manual2026-10-105The form is submitted to IRS; not evidence of automatic SSA address maintenance.R168_E006external_business_processIRS Form 8822 Social Security Statement Address Request Handling8822 Statement handlingExternal Data / IRS / AddressIf IRS entity receives a Form 8822 expressly for a Social Security Statement, active account changes can be made; inactive account requestors are referred to SSA.documented_in_2025_irs_manual2026-10-105Section originally effective 2018; cannot infer automatic IRS-to-SSA benefit address update.R168_E007external_record_fileIRS Processed Form 8822 Alpha File8822 Alpha FileExternal Data / IRS / AddressIRS Files Operation Alpha File for qualifying processed Form 8822 documents beginning October 2017; exception for requests already pending/updated.documented_historical_and_in_manual2026-10-104The manual says defined retention but does not state an exact duration here. Do not assume indefinite retention.R168_E008external_applicationIRS Integrated Data Retrieval System (IDRS) Address ChangeIDRS AddressExternal Data / IRS / AddressIRS address-maintenance transaction capability referenced by the manual for changing primary taxpayer IMF account address and identifying change records.documented_in_2025_irs_manual2026-10-105Only IRS internal action established, no access to SSA master data.R168_E009external_business_ruleIRS IMF Joint-Filer Secondary Address Conditional PropagationIMF joint filer addressExternal Data / IRS / AddressUnder specified joint-return circumstances IRS IMF automatically updates secondary taxpayer address when primary address changes, with documented exceptions and manual overrides.documented_in_2025_irs_manual2026-10-105The secondary address change may lag up to one week. This is an IRS-internal update only.R168_E010external_business_ruleIRS IMF Name-Control Mismatch and Proximal Match GateIMF proximal matchExternal Data / IRS / IdentityIRS compares return name control with DM-1 values for the TIN, allowing documented proximal matching to address certain errors.documented_in_2025_irs_manual2026-10-105Matching does not establish actual legal identity or update the SSA record.R168_E011data_elementSSR Reported Wage Verification Code ZeroSSR wage code 0Title XVI / EarningsSSI record shows verification code 0 for qualifying timely wage reports; separate from alleged and independently verified wage categories.current_poms_20252026-10-105Exceptions require wage development; verification-code semantics do not establish independent confirmation for every wage period.R168_E012governance_ruleSSI Third-Party Wage Query Worker-Agreement Evidence GateWorker wage agreementTitle XVI / EarningsIBIQ, NDNH, SASRO, and iTOPSS queries generally require worker agreement and prescribed documentation before use as secondary monthly wage evidence.current_poms_20252026-10-105A query is not automatically verified wages; preference and conflicting evidence rules apply.R168_E013governance_ruleSSI IBIQ NDNH SASRO Query Evidence Portal ExclusionWage query EP exclusionTitle XVI / Earnings / PrivacySSA policy says staff must not save IBIQ/NDNH/SASRO query printouts in Evidence Portal; document applicable information in authorized forms or Report of Contact.current_poms_20252026-10-105Prohibition is for specified query printouts, not every type of wage document.R168_E014business_processSSI Quarterly and Annual Wage Monthly AllocationWage amount allocationTitle XVI / EarningsWhere only quarterly or annual totals exist, employee confirms months worked, preserves verified amounts, and allocates remaining amount to unverified months.current_poms_20252026-10-105Administrative computation requiring documented allegations; not proof of automated bulk changes to MEF.R168_E015business_processSSI Wage Termination Evidence DevelopmentTermination wage evidenceTitle XVI / EarningsEvidence workflow for reported work cessation, requiring last work date, final payday, acceptable corroborating sources, and work-report receipt.current_poms_20252026-10-105Termination of earnings is not necessarily termination of eligibility or automatic master record closure.R168_E016data_artifactSSI Monthly Pay-Stub Evidence and Receipt RecordPaystub receiptTitle XVI / Earnings / EvidenceDocumentation for monthly wage pay stubs processed through SSIMWV or Evidence Portal; monthly SSIMWV receipts archived in ORS.current_poms_20252026-10-105Do not equate receipt archive with a full copy of original pay stub.R168_E017data_elementSSR DRDP Recurring Direct Deposit Account SegmentDRDPTitle XVI / PaymentsSSR DRDP segment holds regular recurring direct-deposit account information compared with a separate dedicated-account A-OTP routing instruction.current_poms_20262026-10-105Only field/segment semantics supported; physical storage and account encryption not established.R168_E018business_ruleSSI Dedicated-Account A-OTP Account Mismatch Reject GateUP rejectTitle XVI / PaymentsWhen dedicated-account bank details used for one-time past-due payment match DRDP recurring account details, system produces UP reject; payment to a separate account is required.current_poms_20262026-10-105This controls A-OTP input; no claim of bank-account ownership verification.R168_E019user_interfaceSSI Direct SSR Update One-Time Payment UPOT ScreenUPOTTitle XVI / PaymentsOne-Time Payment screen reached through Special Payments Menu in Direct SSR Update for automated one-time deposits into a qualifying dedicated account.current_poms_20262026-10-105Screen UI documented, no implementation stack inferred.R168_E020user_interfaceSSI Direct SSR Update Special Payments UPSP MenuUPSPTitle XVI / PaymentsSpecial Payments Menu of Direct SSR Update used to reach UPOT for the separate dedicated account payment.current_poms_20262026-10-105Do not assume changes to regular DRDP data.R168_E021work_controlSSI Dedicated Account E1 Alert and EA DiaryE1/EATitle XVI / PaymentsSystem sends E1 alert when EA account-establishment diary matures and follows up every 15 days until resolved by appropriate one-time payment.current_poms_20262026-10-10530-day initial diary from notice; no backend job scheduler inferred.R168_E022business_ruleSSI Past-Due Payment Priority IAR Fees OverpaymentSSI benefit priorityTitle XVI / PaymentsFor qualifying past-due SSI benefits, priority sequence is state interim assistance reimbursement, authorized direct representative fees, then recovery of earlier collectible overpayment.current_poms_20262026-10-105Rules apply to described cases; priority may vary for different scenarios.R168_E023actuarial_input_dataset2026 Trustees NCHS Under-65 Mortality Input SeriesNCHS mortality 2026Actuarial / MortalityNCHS death records and provisional 2025 mortality inputs for below-65 and cause-of-death projections in 2026 Trustees methodology.published_20262026-10-105Describes statistical source series; not an SSA production data store. Historical base runs outside 10-year search but 2026 publication within horizon.R168_E024actuarial_input_dataset2026 Trustees Medicare Age-65-Plus Mortality Experience SeriesMedicare mortality 2026Actuarial / MortalityMedicare deaths and enrollment data form age-65-plus historical mortality experience inputs to Trustees demographic projections.published_20262026-10-105Do not infer direct automated CMS feed or access to individual medical records.R168_E025actuarial_input_dataset2026 Trustees Census Resident Population Baseline InputsCensus resident populationActuarial / DemographyCensus Bureau residential population information forms a starting source for Social Security area population adjustments and mortality denominators.published_20262026-10-105Census inputs transformed through adjustments; not identical to actual SSA beneficiary population.R168_E026actuarial_input_dataset2026 Trustees DHS Border-Crossing Immigration Update InputsDHS border crossingsActuarial / ImmigrationUpdated 2022-2025 DHS border-crossing information used to revise projected temporary or unlawfully present immigrant entries for 2026 Trustees Report.published_20262026-10-105Aggregate modelling input, not a new SSA per-person immigration-status interface.R168_E027actuarial_method_rule2026 Trustees Mortality Regression 2020-2023 Exclusion Rulepandemic regression exclusionActuarial / Mortality2026 starting death-rate regressions include 2024 data but exclude 2020-2023 to avoid pandemic distortion, with stated methodological transition from earlier reports.published_20262026-10-105Model-method rule, not dataset deletion or data retention policy.R168_E028actuarial_method_rule2026 Trustees Age-75-Plus Labor-Force Participation CalibrationAge 75+ LFPR calibrationActuarial / WorkforceProjection parameters for workers aged 75 and older adjusted using 2011-2024 administrative employment records in 2026 Trustees long-range methods.published_20262026-10-105Underlying operational employment-record system not identified.R168_E029external_business_ruleIRS Form 8822 Statement-Related Active-Account GateActive IMF checkExternal Data / IRS / AddressFor Form 8822 referencing Social Security Statements, IRS changes address when active account exists; inactive accounts prompt IRS referral to SSA.documented_in_2025_irs_manual2026-10-105IRS policy 3.13.5.52.1 originally dated 2018; no evidence of a new SSA interface.R168_E030external_retention_ruleIRS Form 8822 Alpha File Retention Exception8822 filing exceptionExternal Data / IRS / AddressIRS retains eligible processed Form 8822 documents, but if address was already updated or change pending, IRS destroys form as classified waste rather than sending it to Alpha File.documented_in_2025_irs_manual2026-10-105Exact retention years not stated; different treatment of case records prevents an inferred universal retention.R169_E0001business_processRRB Non-Vested Disability Application Referral to SSA FOTitle II / railroadRRB sends disability application and pertinent claims materials to SSA field office if railroad service is under 120 months, or under 60 months after 1995.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0002business_processRRB-SSA Joint Disability Freeze DecisionTitle II / railroadRRB disability annuity filing is deemed SSA freeze application; qualifying potential RSDI entitlement may require joint RRB-SSA disability-freeze decision.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0003data_artifactRRB Joint Freeze SSA-831 Decision CopyTitle II / railroadDCR receives two copies of joint RRB-SSA freeze determination; one SSA-831 copy is imaged in its PPC system.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0004data_artifactDCR Joint Freeze Statistical Coding Copyactuarial/statisticsDCR uses the second copy of the joint freeze determination for statistical and coding purposes; physical statistical repository unidentified.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0005work_controlRRB Freeze Unfiled DIB Claims Lead MemorandumTitle II / disabilityDCR refers apparently DIB-eligible RRB annuitants without a DIB application to servicing FO for claims-lead contact and SSI screening.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0006business_ruleRRB Joint Freeze SSA SSI Eligibility ScreenTitle XVI / railroadServicing SSA field office also screens SSI eligibility on DCR referral for potentially unfiled DIB claims; unfiled lead returns with explanation.Documented administrative process or information artifact2026-10-105Source R169_S001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0007privacy_controlSSI NHRP Applicant Allegation and Privacy Notice Prequery GateTitle XVI / resourcesBefore NHRP search SSA must collect each person's own real-property ownership allegation and deliver Privacy Act notice; an open claim event is required.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0008user_interfaceSSI Claims Non-Home Real Property Requests PageTitle XVI / resourcesSSI Claims system NHRP requests screen selects individual claimant, recipient or eligible deemor; returns request ID, request status and action required.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0009user_interfaceSSI Claims Pending Real Properties PageTitle XVI / resourcesPending Real Properties page has Add, Update, Reject, Decide Later decisions; unresolved pending item prevents claim event closeout.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0010data_artifactSSI Accurint Property Ownership Search LeadTitle XVI / resourcesLexisNexis Accurint NHRP result is a third-party property lead, not independently established SSI property ownership or resource value; contains PROPERTY LOCATION not current person residence.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0011business_ruleNHRP Ownership and Value Independent Verification GateTitle XVI / resourcesWhen ownership is denied or value not ineligible, SSA generally independently verifies LexisNexis property information; follow specific POMS exception for alleged excess-resource ownership.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0012data_attributeNHRP Previously Rejected Property Address MatchTitle XVI / address provenancePending Real Properties page notes prior rejections when property address exactly matches previously rejected property for associated SSN; retention period not established.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0013business_ruleSSI NHRP Mandatory Claim Event TypesTitle XVI / resourcesIntegrated NHRP searches required for full initial claims, high-error-profile C redeterminations, favorable initial-appeal reversals, and denied-claim reopenings.Documented administrative process or information artifact2026-10-105Source SRC_R50_007; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0014data_artifactHeld Anomalous Electronic Wage Report Unposted Queue Stateearnings / integritySSA can hold anomalous wage report processing pending investigation; held wage reports do not post to SSA earnings records.Documented administrative process or information artifact2026-10-105Source SRC133; Logical processing state; a physically separate queue or repository is NOT established.R169_E0015work_controlWage Investigation First Notice Response Clockearnings / integritySubmitter ordinarily has 45 calendar days after first investigative notice receipt, with five-day mailing presumption and one possible 15-day extension.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0016work_controlWage Investigation Second Notice Response Clockearnings / integritySecond notice provides 15 calendar days from its date to resolve remaining concerns before SSA may reject anomalous reports.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0017business_ruleWage Submitter Affiliated Account Suspension Ruleearnings / integritySSA may suspend affiliated submitter accounts linked by EIN, third-party filer/consolidator, shared contact information or authorized representatives after investigative noncooperation.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0018work_controlWage Submitter Suspension Administrative Review Clockearnings / integritySubmitter may seek suspension review within ten calendar days of notice; SSA reviews request within 30 calendar days of receipt.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0019business_ruleWage Report Submitter Documentary Verification Gateearnings / integritySSA reviews employer records, authenticated BSO employer, tax returns or IRS Form 941 evidence; verified legitimate anomalous wage reports resume processing.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0020business_ruleBSO Electronic Wage Submission Suspension Versus Credential Deactivationearnings / integrityWage filing suspension can prevent new electronic reports while allowing prior-status access; deactivated BSO credentials eliminate access to online wage reporting services.Documented administrative process or information artifact2026-10-105Source SRC133; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0021noticeErroneous Disability Award Advance Due Process Notice and ResponseTitle II / Title XVIAdvance notice and opportunity to respond are required before adverse reduction/termination after mistaken award/payment; Title II diary and SSI GK rules differ.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0022business_processTitle II Erroneous Disability Award POS S9 to PC T9 EscalationTitle II / paymentSSA FO enters POS S9 miscellaneous suspension; high-priority 2560HP MDW to PC for T9 termination or other authorized termination action after process.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0023business_processTitle XVI Erroneous Disability Award Manual SSI Nonpayment CorrectionTitle XVI / paymentWhere system limits automatic GK adjustment, staff input appropriate SSI nonpayment status and explain mismatch by special message on SSR.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0024business_processErroneous Disability Award Misdirected EFT Recovery Assessmentpayments / debtMisdirected wrong-account payment: Title XVI F-stop plus SSR special message; Title II priority MDW to PC; if not returned PC may establish DMS non-entitled debtor record.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0025business_ruleErroneous Disability Award Reopening Expiry Medical CDR Alternativedisability / appealsWhen reopening erroneous allowance is barred by administrative finality, SSA initiates continuing disability review with DDS rather than automatically revising old determination.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0026business_ruleErroneous Disability Award Determination Versus Debt Appeal Separationpayments / appealsDisability, monthly payment eligibility and overpayment assessment generally constitute separate initial determinations with separate notices/appeal rights.Documented administrative process or information artifact2026-10-105Source R169_S002; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0027governance_controlDDS Paper Evidence CEF Access Verification Before Destructiondisability / evidenceDDS destroys locally scanned original source documents only after verifying imaged document is accessible in Certified Electronic Folder; local operating rules govern scan location.Documented administrative process or information artifact2026-10-105Source SRC408; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0028business_ruleDDS Original Medical Imaging Return and Interpretation-Report Intakedisability / evidenceDDS returns original x-ray film and ultrasound image as irrelevant evidence but scans medically relevant interpretation reports into CEF.Documented administrative process or information artifact2026-10-105Source SRC408; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0029business_processField Office Priority Disability Medical Evidence Fax and Source-Material Retentiondisability / evidenceFor TERI, QDD, CAL, PD and other specified critical cases, FO faxed medical evidence enters CEF; FO marks EDCS routing sheet and mails source documents to DDS.Documented administrative process or information artifact2026-10-105Source SRC408; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0030business_processStandard CAP SSA SSI Interview SNAP Joint IntakeTitle XVI / external exchangesIn participating states, SSA field office SSI initial application/redetermination can serve simplified SNAP application and enrollment outreach for eligible one-person household.Documented administrative process or information artifact2026-10-105Source SRC_R89_001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0031business_processModified CAP State SDX Based SNAP OutreachTitle XVI / external exchangesStates use SDX SSI recipient data to identify SNAP nonparticipants then mail simplified SNAP form returned directly to State SNAP office; no coordinated SSA SNAP application intake.Documented administrative process or information artifact2026-10-105Source SRC_R89_001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0032business_ruleCAP State-Specific Program Participation and Eligibility ScopeTitle XVI / external exchangesPOMS lists participating states separately for standard versus modified CAP; qualification and simplified SNAP rules vary by state and model.Documented administrative process or information artifact2026-10-105Source SRC_R89_001; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0033business_ruleConsolidated Court Remand Continuing Representative Appointmentshearings / representationWhen Appeals Council consolidates federal court remand and later application sharing issue, all still-valid appointments across both claims continue; must identify principal representative.Documented administrative process or information artifact2026-10-105Source SRC409; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0034business_ruleSubsequent Disability Application Missing SSA-1696 No Imported Appointment Ruledisability / representationAbsent new signed SSA-1696 for subsequent claim, SSA does not import former case representative, send decision to them, or withhold fee from new case based on old appointment.Documented administrative process or information artifact2026-10-105Source SRC409; Do not infer technology, persistence, automatic update, or interface mechanism.R169_E0035governance_controlRepresentative Appointment Unidentifiable Party Form Destructionhearings / privacyIncomplete SSA-1696 missing required identity/signature is not accepted; notice to identifiable submitter and destruction/disposal under agency rules.Documented administrative process or information artifact2026-10-105Source SRC409; Do not infer technology, persistence, automatic update, or interface mechanism.R170_E001network_platformHeadquarters Telephone System (legacy)HTSInfrastructure / Telephony2018 NGTP solicitation identified headquarters voice services at Woodlawn, Wabash Avenue and Urbana; historical scope exceeded 14 million calls annually.historical_20182018-08-285Legacy scope only; current operational status not inferred.R170_E002network_platformTelephone System Replacement Project (legacy)TSRPInfrastructure / Telephony2018 NGTP statement of work identified agency-wide voice/fax services at more than 1,500 sites and annual volumes exceeding 90 million calls and 30 million faxes.historical_20182018-08-285Site and traffic volume are historical procurement baselines.R170_E003organizationCenturyLink (2019 SSANet task-order contractor)Procurement / TelecommunicationsGAO records a September 27, 2019, Enterprise Infrastructure Solutions task order to CenturyLink for SSANet support.historical_20192019-09-275Current corporate branding and later performance not established by this 2020 protest decision.R170_E004contract2019 Verizon SSANet EIS task orderProcurement / NetworkSSA issued a September 27, 2019 task order to Verizon for SSANet support under GSA EIS; separate from NGTP award.historical_20192019-09-275The contract supports the agency-provided network on which proposed NGTP would rely; current task-order performance unverified.R170_E005contract2019 CenturyLink SSANet EIS task orderProcurement / NetworkSSA issued a September 27, 2019 EIS task order to CenturyLink for SSANet support.historical_20192019-09-275No later option years or successor contract determined.R170_E006procurement_recordNGTP request for proposals 28321318R00000047Procurement / TelecommunicationsSSA issued NGTP RFP August 28, 2018, to consolidate three historical telephone systems; described voice, video, presence, messaging, web and contact-center requirements.historical_20182018-08-285RFP capability is requirement, not proof of deployed functionality.R170_E007governance_controlNGTP–SSANet Impaired-Objectivity Organizational Conflict ReviewOCIProcurement / GovernanceGAO sustained AT&T protest July 2, 2020 because SSA failed to assess adequately the potential impaired-objectivity conflict arising from Verizon monitoring a network it also supported.historical_20202020-07-025GAO decision on contract award, not a determination that the network was technically defective.R170_E008contract_requirementNGTP Continuous Systems Engineering and WAN Fault Reporting RequirementProcurement / InfrastructureNGTP solicitation required the contractor to assess WAN capacity, quality of service, bandwidth, integration and notify SSA of performance issues, including issues potentially involving its own SSANet contract.historical_20182018-08-285Requirement only, not independently verified operational monitoring implementation.R170_E009procurement_controlNGTP Section 508 Evaluation GateProcurement / AccessibilityNGTP evaluated Section 508 compliance in phase I, before price/technical and supply-chain reviews.historical_20182018-08-285Solicitation evaluation process; no deployed software accessibility audit is established.R170_E010data_product2018 NGTP Legacy Telephony Volume BaselinesInfrastructure / Statistical BaselinesSolicitation documented historical >14 million HTS calls, >90 million TSRP calls, >30 million TSRP faxes, and >80 million N8NN calls annually.historical_20182018-08-285Volume estimates from procurement background are not current production telemetry.R170_E011exchange_governance2024–2026 Treasury Do Not Pay Full-Death-File PilotExternal Data / Program IntegrityThree-year DNP pilot provides Treasury Do Not Pay access to SSA full death data including state-reported deaths, rather than only the less comprehensive public extract.historical_or_time_limited2026-02-1252026 GAO report described a pilot; do not infer access continues after its term without subsequent legislation.R170_E012agreement_programSeptember 2023 State Death Data Contract Fee StructureExternal Data / State Vital Records2023 state death-record contracts resulted in $23.8 million SSA payments in 2024 and used submission timeliness-based fee structure criticized by GAO.historical_20232026-02-125Applies to state death data purchases; source data ownership remains with states.R170_E013governance_control2025 SSA State Death Data Multiagency Cost AllocationExternal Data / FinanceSSA estimated $25.9 million 2025 state death record costs and allocated its own 23 percent by share of federal outlays, with remaining 77 percent distributed to Treasury and other users; GAO identified methodology deficiencies.gaо_questioned_20262026-02-125Figures are GAO 2025 estimates; not actual 2026 costs or approved cost accounting.R170_E014data_productTreasury 2024 Do Not Pay Full Death Data Pilot Savings ReportFederal Program Integrity / ReportingTreasury reported $113.5 million improper payments identified/prevented/recovered in 2024 through full-DMF pilot; $4.6 million cost and 23x return cited by GAO in 2026.historical_20242026-02-125These amounts reflect Treasury reporting of first-year pilot, not SSA solely saved payments.R170_E015governance_controlGAO-26-107181 State Death Data Cost RecommendationsGovernance / OversightThree GAO recommendations to document authorized state fee costs, review negotiated fee schedules and revise proportional federal cost sharing; GAO page showed all open when observed.open_as_observed2026-10-105Open status is observation-specific; do not extrapolate subsequent implementation.R170_E016business_processDDS Representative Appointment Referral to Field Office through WorkTrackDisability / Representative AppointmentsDDS faxes newly received SSA-1696 appointment to servicing FO and sends assistance request noting WorkTrack fax date; DDS does not itself process appointment.observed_policy2025-05-065Duplicate existing 1696 may be disposed of; manual administrative referral, not an inferred API.R170_E017business_processField Office RASR to EDCS Representation Propagation and UATDisability / Cross-Record UpdatesFO processes representative appointment in RASR, ensures information propagates into EDCS, then EDCS Update After Transfer updates DCPS when needed.observed_policy2025-05-065This automatic propagation is explicitly stated by POMS; individual exceptions/technical transport unverified.R170_E018governance_controlDDS Claimant Contact Update Requires Independent Claimant VerificationPerson / Address ProvenanceAn appointed representative is not authorized to change claimant name/address/contact information without independent claimant confirmation. DDS holds proposed change until verified.observed_policy2025-05-065Only after direct claimant verification can DDS update DCPS and request source system update through FO.R170_E019business_processDDS Confirmed Contact Change Referral to FO MCS or MSSICSPerson / Address ProvenanceAfter confirming claimant contact data, DDS updates DCPS for case development then requests FO change in MCS or MSSICS and UAT release; FO is responsible for claim-source record corrections.observed_policy2025-05-065Not an automatic DCPS to MBR or Numident update; no update without verification.R170_E020data_artifactDDS Unappointed Third-Party Contact Report of ContactPerson / Evidence / Address LeadsWhen an unappointed individual contacts DDS, a ROC records their name, phone number, address, with no claimant case information disclosed to the contact.observed_policy2025-05-065Third-party caller address cannot become claimant residence or benefit mailing address.R170_E021business_processDDS Representative Misconduct and Fraud ReferralProgram Integrity / DisabilityDDS personnel may submit Form SSA-166 to OGC and refer fraud/similar-fault allegations through ARIS to OIG.observed_policy2025-05-065Case-specific suspected violations do not establish any representative actually committed misconduct.R170_E022business_processDDS Representative Appointment Revocation or Withdrawal ReferralDisability / Representative AppointmentsDDS logs verbal revocation/withdrawal and asks for signed notice; signed withdrawal is scanned into section B electronic file and sent to FO for processing.observed_policy2025-05-065DDS does not change registration status simply on verbal notice.R170_E023business_ruleCross-Channel Protective Filing Duplicate-Check by SSN and ProgramTitle II / Title XVI / IdentityBefore opening a new protective filing technicians inspect eLAS, EP, TED, WorkTrack and iClaim for unexpired filings under the same SSN and program.current_policy2026-04-275Logical cross-system manual review, not common enterprise person database or universal federated search.R170_E024business_ruleiClaim Earliest Unexpired Partial Application Protective DateTitle II / Digital IntakeiClaim can hold up to two partial application records; when both unexpired, the earliest start date controls protective filing if signed claim arrives in closeout period.current_policy2026-04-275Protective filing depends on separately signed application and timing; no persistent identity-gateway inference.R170_E025business_ruleiClaim Auxiliary Intent to File Not Captured OnlineTitle II / Person IdentityiClaim does not collect intent to file for eligible auxiliary family members; FO staff must ask the number holder and record intent or provide closeout.current_policy2026-04-275Family member listed on primary claim does not by itself establish auxiliary protective filing.R170_E026work_controleLAS Auxiliary Unscheduled Lead for Protective FilingTitle II / Title XVI / Work ControlWhen a number holder expresses intent for child/spouse, field-office technicians can establish separate eLAS unscheduled leads and closeout notices for each qualifying auxiliary.current_policy2026-04-275Requires individual intent; auxiliaries are separate people even when NH is their proper applicant.R170_E027formSSA-2514 Record of Claimant Intent to File (Scheduling System Outage Fallback)SSA-2514Title II / Title XVI / Paper FallbackWhen an appointment scheduling system cannot capture protective filing date, employees temporarily record intent on SSA-2514, back-enter upon restoration and destroy the paper form.current_policy2026-04-275Form is temporary outage evidence, not an authoritative master person or address record.R170_E028business_processMailed Protective Writing Two-Contact and Evidence Portal CloseoutTitle II / Title XVI / EvidenceMailed signed writing contains contact address/telephone; staff attempt contact twice, send DPS manual closeout when no response and store writing plus notice in Evidence Portal.current_policy2026-04-275Contact address in writing is a supplied lead; POMS does not say it overwrites Numident, MBR or SSR.R170_E029work_controlWorkTrack Future-Appointment Evidence HoldField Operations / EvidenceProofs arriving before claim appointment/no claim established are faxed into WorkTrack and placed in Hold with Future Appointment reason and appointment date.limited_rollout_20262026-08-265Human-managed hold status; not proof of system-level automatic future-claim association.R170_E030data_structureTED WLM Appointment Wrap-Up Work Status CodesCustomer Service / Work RoutingWLM status categories include Pending-Requeued, Cancelled, Completed, Resolved-Incomplete and Resolved-No Show in TED wrap-up.limited_rollout_20262026-08-265Exact underlying status storage schema unverified.R170_E031business_processWLM Video Evidence Acceptance for Nonoriginal ProofsField Operations / Claims EvidenceWLM claim interview may receive non-original proofs such as W-2s by video while original documents and DHS documents retained by claimant follow different intake routes.limited_rollout_20262026-08-265Proof viewing is not an automated scan or permanent document-retention claim.R170_E032business_ruleWLM Queue Return Exceptions Exclude Geographic JurisdictionEnterprise Work ManagementWork in WLM can return to queue for true conflict/skill/time/topic reasons but geographic claimant residence alone is not an acceptable reason under keep-what-you-take.limited_rollout_20262026-08-265Specific limited rollout; not an agency-wide current dispatch mandate.R170_E033public_data_productSSA FY2026 Small Business Prime and Subcontracting Procurement GoalsProcurement / Statistical DataOSDBU publicly reports FY2026 total small-business goals of 36.63 percent prime and 34.89 percent subcontract; includes SDVOSB, HUBZone and other goal categories.public_fy20262026-10-105Goals, not actual procurement awards, technology usage or confirmed vendor wins.R171_E001public_data_product2026 Fast Facts New OASDI Benefit Awards 2025 Data ProductSSA Statistical Products / Publication Lineage2025 awards for 6.447 million individuals, source: 100 percent Master Beneficiary Record data; award types are tabulated by retired, disabled, survivor and dependent classes.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E002public_data_product2026 Fast Facts Current-Payment OASDI Beneficiaries December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December current-payment-status beneficiaries, 70.451 million, source: Master Beneficiary Record 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E003public_data_product2026 Fast Facts Average Monthly OASDI Benefits by Sex December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 average monthly benefits by sex and entitlement class, sourced from Master Beneficiary Record 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E004public_data_product2026 Fast Facts SSI Average Monthly Payments by Age December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December SSI average federally administered payments by age, $715 all ages, from Supplemental Security Record 100 percent data; retroactive payments excluded.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E005public_data_product2026 Fast Facts SSI Eligibility Basis and Age December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December SSI eligibility basis by age and impairment categories from Supplemental Security Record 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E006public_data_product2026 Fast Facts SSI Income Sources by Age December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December SSI other income source shares by age, including OASDI, other unearned income and earnings, from Supplemental Security Record 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E007public_data_product2026 Fast Facts Cross-Program OASDI and SSI Beneficiaries December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December unduplicated beneficiary population of 74.897 million, including 2.534 million with benefits from both OASDI and SSI; sources MBR and SSR 100 percent data, not a single enterprise person repository.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E008public_data_product2026 Fast Facts Disabled Beneficiaries Ages 18-64 by Program December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December unduplicated population of 10.102 million disabled beneficiaries ages 18–64 by OASDI and SSI program, from MBR and SSR 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E009public_data_product2026 Fast Facts Cross-Program Beneficiaries Aged 65 or Older December 2025 Data ProductSSA Statistical Products / Publication Lineage2025 December unduplicated recipients age 65 or older, 58.257 million, combining MBR and SSR 100 percent data.published_october_20262026-105Statistical compiled data product; does not establish physical ETL pipeline or beneficiary-level cross-system auto-updates.R171_E010published_statistical_reportAnnual Statistical Supplement 2017 Offices and Staff SectionSSA Statistical Publications2017 Supplement offices and staffing statistical section with tables 2.F1–2.F3.historical_publication20175R171_E011public_data_productAnnual Statistical Supplement 2017 Table 2.F1 SSA Office Counts for 2016SSA Operations / Geographic HistoryOfficial 2016 office counts include 1,245 field offices, 33 resident stations and 164 hearing offices; sources: Office of Public Service and Operations Support database and ODAR Case Control System.historical_statistics2016-125Do not map this historic count as current 2026 field office inventory.R171_E012public_data_productAnnual Statistical Supplement 2017 Table 2.F2 SSA Staff Composition September 2016SSA Workforce / Statistical ProductsOfficial September 30 2016 count of 63,414 permanent employees and grade/characteristics from Human Resources Management Information System.historical_statistics2016-09-305Demographic aggregate table, not person-level public data.R171_E013public_data_productAnnual Statistical Supplement 2017 Table 2.F3 SSA Work Years Series 1995-2017SSA Workforce / Statistical ProductsOfficial published 1995–2017 full-time permanent staffing and work-year series sourced from SSA Payroll Reports.historical_statistics20175Historic time series and payroll reports are not proof of database technology or a live interface.R171_E014historical_data_repositoryOffice of Public Service and Operations Support Office-Count Database (2016)SSA Field Operations / Statistical ProductionSSA 2017 supplement explicitly identifies the Office of Public Service and Operations Support database as a source for 2016 office counts.historical_documented20164Physical hosting, schema, current existence and 2026 office scope unverified.R171_E015historical_case_control_systemODAR Case Control System (2016 Office Statistics Source)Hearings and Appeals / Statistical ProductionSSA 2017 supplement explicitly names ODAR Case Control System as a source for offices and hearing-location statistics.historical_documented201642016-era identifier; do not infer still operational or identical to other case systems.R171_E016historical_information_systemSSA Human Resources Management Information System (2016 Reporting Source)SSA HR / Statistical ProductionSSA 2017 supplement names its Human Resources Management Information System as the source of September 2016 workforce demographics by grade.historical_documented2016-09-304Does not identify hosting, schema, or current HR system name.R171_E017administrative_data_sourceSSA Payroll Reports (2017 Work-Years Statistical Source)SSA HR / Statistical ProductionSSA 2017 supplement cites agency Payroll Reports as the source for FY1995–FY2017 headcount/work-year time series.historical_documented20175Published reporting source, not a specific technology deployment.R171_E018public_data_productSSA Public-Use Field Office Listing, 2016 (Released June 2017)SSA Office Geography / ResearchConsolidated historical list of SSA field offices for the 2016 period, released June 2017 for research use and derived in a Disability Research Consortium project.released_june_20172017-065Not a 2026 active office roster or proof of current location/status; publication supplies no geocoding reliability guarantee.R171_E019research_projectDisability Research Consortium Who Is Screened Out Office Listing ProjectSSA Research / External StudyThe public-use catalog attributes the 2016 office listing to a Disability Research Consortium project called Who Is Screened Out? Application Costs and the Targeting of Disability Programs.historical2017-065Research lineage only; does not establish current software.R172_E001governance_ruleHRS SSA Earnings Six-Year Prospective Consent LimitIdentity / Research ConsentHRS SSA-linked earnings access currently has a maximum six-year prospective permission range.documented_current2026-10-105Consent scope is separate from benefit records; does not describe SSA internal data retention.R172_E002governance_ruleHRS SSA Benefits Twelve-Year Prospective Consent LimitIdentity / Research ConsentHRS SSA-linked benefits access currently has a maximum twelve-year prospective permission range.documented_current2026-10-105R172_E003research_data_controlHRS SSA Benefits Historical-Record FallbackExternal Research LinkageWhen current SSA benefit information is unavailable owing to a respondent not providing renewed consent, the HRS cross-year benefits product may use the most recent prior administrative data.documented_current2026-10-105Do not treat a missing recent observation as no benefits; not a current SSA master-record update.R172_E004research_governance_eventHRS 2006 Prospective SSA Permission TransitionExternal Research LinkageHRS administrative-data agreements changed in 2006 to permit prospective access to subsequent biennial earnings/benefits updates with re-consent limitations.documented_historical_policy2006-01-015Historic operational change documented in an April 2026 HRS product page; not claimed as a new 2026 event.R172_E005public_data_productSSA Fast-Track Disability Receipt State Statistics FY2010–2024Disability / Public DataPublished state-level annual counts of initial disability cases flagged QDD, Compassionate Allowances, or both, plus DDS electronic receipts and percent fast track; published years FY2010–FY2024.documented_current2026-10-105Reporting state is location of DDS/EST/federal accepting the transferred claim, not necessarily claimant residence.R172_E006public_data_distributionFast-Track Disability Receipt CSV FY2010–2024Disability / Public DataCSV distribution of SSA Fast-Track Disability Receipt State Statistics FY2010–2024.documented_current2026-10-105R172_E007public_data_distributionFast-Track Disability Receipt XLSX FY2010–2024Disability / Public DataExcel XLSX distribution of SSA Fast-Track Disability Receipt State Statistics FY2010–2024.documented_current2026-10-105R172_E008data_quality_controlFast-Track DDS Acceptance Geography ClassificationDisability / Geographic AttributionState represents location of the DDS, Extended Service Team or federal component accepting an initial electronic case, not necessarily the claimant residence.documented_current2026-10-105R172_E009statistical_counting_ruleFast-Track QDD-CAL Combined Case-Counting RuleDisability / Data LineageA fast-track case includes QDD, CAL or both; cases are counted by accepted DDS electronic receipts, with overlapping QDD/CAL not an additive total.documented_current2026-10-105R172_E010statistical_counting_ruleFast-Track Percentage Accepted-Electronic-Receipt DenominatorDisability / Data LineageState percentage is the ratio of accepted fast-track initial disability receipts to total accepted DDS electronic initial disability receipts for the same FY.documented_current2026-10-105R172_E011public_data_productSSDI Initial Claims Annual Spoken-Language Preferences FY2023-OnwardDisability / Language / Open DataSSA Open Data annual-file product of spoken language preferences for SSDI initial claims, starting FY2023, updated November 24 2025.documented_current2026-10-105Source title and CSV filename say annual/yearly while body incorrectly describes quarterly. Frequency conflict remains open; do not equate with separately cataloged quarterly dataset.R172_E012public_data_distributionSSDI Initial Claims Spoken-Language Annual CSV FY2023-OnwardDisability / Language / Open DataPublic CSV distribution FY23-onwards-LEP-Spklang-IC-T2-Dib-Yrly.csv.documented_current2026-10-105R172_E013publication_metadata_conflictSSDI Annual LEP Reporting Period Label ConflictDisability / QualitySSA dataset heading says annual and CSV basename contains Yrly but introductory text says quarterly; frequency ambiguity is recorded rather than silently corrected.documented_current2026-10-105Conflict affects interpretation of time grain, not existence of the file.R172_E014published_statistical_inputDisability Fiscal-Year State Census Eligible-Population InputDisability / Statistical ProductionCensus state-level ages 0-17 and 18-64 population estimates (typically July 1) used as denominators in SSA FY Disability Claim Data.documented_current2026-10-105Different geography from state adjudicating DDS workload. Population source is residence, while workload is adjudicating office.R172_E015published_statistical_inputDisability Fiscal-Year Published Beneficiary Population InputDisability / Statistical ProductionSSA published SSDI and SSI end-of-calendar-year state-level beneficiary counts serve as separate input to the FY disability claim statistics; includes duplicate-removal treatment for concurrent beneficiaries.documented_current2026-10-105Source documents historical table extracts; publication updates may lag workload counts.R172_E016publication_update_ruleDisability Fiscal-Year Two-Phase Publication Update CycleDisability / Publication PipelineSSA describes a first FY workload refresh around November and a later population/beneficiary refresh around May. Entire CSV is replaced; old public revisions are not retained at the same URL.documented_current2026-10-105Approximate schedule reported by source, not a committed API SLA.R172_E017geographic_provenance_ruleDisability Fiscal-Year Claim-Location Versus Residence State BoundaryDisability / Statistical QualityAnnual SSA data combines DDS state-of-processing workload counts with state-of-residence beneficiary and Census denominators; direct state-to-state residence inference from DDS workload is invalid.documented_current2026-10-105R172_E018statistical_counting_ruleDisability Fiscal-Year Concurrent Benefit Person Counting RuleDisability / Identity / PublicationThe FY disability dataset counts simultaneous SSI and SSDI disability receipt as one beneficiary for applicable population figures; claim filing/receipt counting follows separate definitions.documented_current2026-10-105R172_E019address_provenance_ruleSSI Redetermination No-Change Address Reconciliation GateTitle XVI / Address ProvenanceAt RZ, when a recipient alleges no move or an old/new address already appears on SSR, no further change-of-address development is needed; when absent, employees test unreported move versus temporary absence.documented_current2026-10-1052026-09-10 POMS. An allegation alone does not assert a new SSR record change.R172_E020restricted_research_data_collectionHistorical NCHS-SSA Linked Administrative Research File FamilyExternal Research / Data LinkageArchived federal NCHS documentation identifies restricted survey-linked SSA MBR, SSR, PHUS, Form 831 disability, and MEF summarized quarters-of-coverage files.documented_historical_not_current_verified2015-01-014Archival evidence predates window and is included only as historical reference; current 2026 SSA exchange status not confirmed.R172_E021restricted_research_data_productHistorical NCHS-SSA Summarized MEF Quarters-of-Coverage ExtractExternal Research / EarningsHistorical NCHS linked SSA input described as special extract of summarized quarters of coverage from MEF.documented_historical_not_current_verified2015-01-014Do not infer current transmission, full MEF availability, or new SSA master record.R172_E022research_access_ruleNCHS Restricted-Use Linked Research Data Center Access GateExternal Research / PrivacyNCHS says access to restricted linked administrative files requires approved research through its Research Data Center network; this is an access arrangement, not public release of PII.current_general_nchs_access_control2025-07-1752025 page is program-general; specific 2015 NCHS–SSA files current availability remains unproven.R173_E001business_processDEDA Qualified Examiner Initial Adult Medical Signature ProcessDisability / Initial AdjudicationQualified disability examiner may sign specified medical assessments for fully favorable adult initial physical-impairment cases without medical consultant review subject to program eligibility and site recruitment conditions.documented_policy2026-10-105R173_E002decision_ruleDEDA Initial-Cases Fully Favorable Physical-Only Eligibility GateDisability / Medical Decision AuthorityOnly initial adult physical-impairment cases with established onset date on or before potential onset date and fully favorable result qualify; reconsideration, fraud, medical equivalence, reopened denials and other excluded classes do not qualify.documented_policy2026-10-105R173_E003governance_controlDEDA Medical Consultant 18-Month Recruitment Evidence RequirementDisability / Workforce GovernanceEach participating site documents every reasonable effort to recruit medical consultants within prior 18 months; policy specifies compensation, advertising, recruitment outreach, workplace flexibilities, and medical consultant peer outreach.documented_policy2026-10-105R173_E004administrative_recordDEDA Examiner Qualification and Supervisor-Approval RecordDisability / Workforce IdentityDDS or assisting component maintains documentation of medical-examiner qualification: at least 12 months posttraining adult adjudication experience, demonstrated case analysis and management approval.documented_policy2026-10-105R173_E005form_entry_ruleDEDA SSA-831 Medical-Consultant Signature Omission and Item-34 RemarkDisability / Decision EvidenceOn initial SSA-831 determination under DEDA, leave medical-consultant/pyschological-consultant signature items 32 and 33 blank and enter Disability Examiner Decisional Authority in Item 34 remarks.documented_policy2026-10-105R173_E006formSSA-4734 Physical Residual Functional Capacity AssessmentDisability / Medical AssessmentPOMS DI 39563.900 identifies Form SSA-4734 as a physical RFC assessment a qualifying examiner may sign under DEDA.documented_policy2026-10-105R173_E007business_processDEDA Temporary CDR Age-18 and EXR ExtensionDisability / Medical Decision AuthorityOctober 2026 POMS describes a proposed/temporary one-year expansion to qualifying CDR continuances, fully favorable age-18 redeterminations and favorable adult expedited reinstatements. Source lacks concrete effective and expiration dates.documented_temporary_start_unresolved2026-10-104R173_E008decision_ruleDEDA CDR Physical-Only Continuance GateDisability / CDROnly physical-only adult CDR continuances meeting medical-evidence conditions qualify; cessations and cases with prior CPD mental impairment are excluded.documented_policy2026-10-105R173_E009decision_ruleDEDA Fully Favorable Age-18 Redetermination GateDisability / Age-18 ReviewUnder published temporary extension, a physical-only fully favorable adult-rule age-18 redetermination may qualify; medical equivalence cases and cessations are excluded.documented_temporary_start_unresolved2026-10-104R173_E010decision_ruleDEDA EXR Same-or-Related Favorable Impairment GateDisability / EXRUnder published extension, adult EXR must involve same or related impairment as comparison point decision and result in favorable physical-only determination under medical improvement standards.documented_temporary_start_unresolved2026-10-104R173_E011form_entry_ruleDEDA Extension SSA-832 and SSA-833 Remarks and Blank-Signature ControlDisability / Decision EvidenceFor qualifying extension cases, enter Disability Examiner Decisional Authority in remarks item 24 and leave MC/PC signature/specialty/date fields 27,28,30,30A blank.documented_temporary_start_unresolved2026-10-104R173_E012workflow_controlDDS Evidence Request Initial Ten-Day and Follow-Up Ten-Day ControlDisability / Evidence DevelopmentIf no response within 10 calendar days after initial claimant evidence/action request, DDS follows up once and allows 10 more calendar days, with good-reason extensions and special-handling exceptions.documented_policy2026-10-105R173_E013workflow_controlDDS Special-Handling Third-Party Before Evidence-In-File DecisionDisability / Due ProcessAfter noncooperation in special-handling cases, DDS must make reasonable efforts to identify and involve a third party before evidence-in-file determination; continued independent medical development remains required.documented_policy2026-10-105R173_E014privacy_controlDDS Evidence Follow-Up Minimal Voicemail Disclosure BoundaryDisability / Contact PrivacyWhen leaving a voicemail or speaking to another person, DDS omits case identifiers and detailed claim information; sends a call-in letter and documents the contact in SSA-5002 or DCPS and CDW.documented_policy2026-10-105R173_E015customer_noticeDDS Written Consultative Examination Appointment Notice ContentDisability / Consultative ExamRequired notice describes exam purpose and timing, CE provider name/address/phone where available, government photo ID, interpreter access, expenses, confirmation, missed-CE risk, and DDS contact.documented_policy2026-10-105R173_E016workflow_controlDDS More-Than-Ten-Day CE Confirmation Follow-UpDisability / Consultative ExamFor CE scheduled more than 10 days after notice, lack of confirmation within 10 days triggers a telephone attempt and, where needed, call-in letter; special-handling contact rules differ.documented_policy2026-10-105R173_E017workflow_controlDDS Short-Notice CE Ten-Day-or-Less Contact and Reschedule RuleDisability / Consultative ExamAppointments within ten days of written notice have special telephone notification and good-reason rescheduling rules; special-handling exceptions require third-party involvement.documented_policy2026-10-105R173_E018workflow_controlDDS Missed-CE Good-Reason and Special-Handling EscalationDisability / Consultative ExamDDS records no-show, examines good reason when necessary and gives qualifying special-handling cases additional claimant/third-party effort before stopping CE development.documented_policy2026-10-105R173_E019privacy_controlDDS Correctional-Facility CE Staff-Presence Consent GateDisability / PrivacyWhere non-provider corrections staff may be present during on-site CE, DDS requests claimant SSA-3288 or equivalent consent addressing potential disclosure.documented_policy2026-10-105R173_E020workflow_controlDDS Third-Party Discovery Conditional Eligibility RuleDisability / Special HandlingTo seek a new assisting contact, DDS checks special-handling status, appointed representative conditions, prior contact information, claimant refusal, and missed evidence or CE requests.documented_policy2026-10-105R173_E021data_attributeDDS Claimant-Nominated Third-Party Contact InformationPerson / Address ProvenanceClaimant gives third-party name and phone or address for claimant-contact assistance; belongs to the third party and is not claimant verified residential or correspondence address.documented_policy2026-10-105R173_E022privacy_controlDDS Nonprofessional Third-Party Independent Lookup RestrictionPerson / Address ProvenanceDDS must not search for a nonprofessional third party telephone number or address in books/online; professional at a particular location is a stated exception.documented_policy2026-10-105R173_E023workflow_controlDDS Third-Party Ten-Day Outreach and Identity VerificationDisability / Special HandlingDDS verifies contact identity, requests assistance with claimant action or CE, documents effort and allows ten additional days where applicable; minimum disclosure and voicemail controls apply.documented_policy2026-10-105R173_E024business_processSSI Redetermination Life Insurance Ownership DevelopmentTitle XVI / ResourcesSSI Claims redetermination path or SSA-8203-BK question 18 captures owner, insured, company, policy identifier, face value, cash surrender value and loan; conflict with prior allegation triggers development.documented_policy2026-10-105R173_E025data_attributeSSI Life Insurance Insurer Address for Resource VerificationTitle XVI / Address ProvenanceThe name and address of an insurance company collected under SSA-8203-BK question 18 are provider contact data and must not be represented as the recipient mailing or residence address.documented_policy2026-10-105R173_E026decision_ruleSSI Lapsed-or-Cashed-Out Insurance Historical Value VerificationTitle XVI / ResourcesWhen previously countable policy is cashed or lapses and applicant has no records, SSA contacts insurer and verifies cash surrender value for review period through date of event; below-market transfers require additional development.documented_policy2026-10-105R173_E027public_data_productOACT Historical OASI and DI Administrative Expense Table 1957–2025Actuarial / Statistical PublicationPublic OACT table displays administrative expense amounts and administrative expense share of total cost, by OASI and DI trust fund and combined, for calendar years 1957–2025; no internal ETL or system is identified.documented_policy2026-10-105R173_E028statistical_counting_ruleOACT Trust Fund Administrative Expense Percentage of Total CostActuarial / Statistical DefinitionsThe OACT table relates administrative expenses to total cost for OASI, DI and combined trust funds by calendar year. It is not an SSA entire-agency appropriations/spending breakdown.documented_policy2026-10-105R174_E001user_interfaceEDCS Exclusion Appeal (EEAI) ScreenDisability; AppealsFor EDCS-excluded Title II medical-CDR reconsideration and hearings, FO enters appeal request into the DCF using the EEAI screen.documented_operational2026-10-1052026 POMS section C.2; no database product or transport inferred.R174_E002business_processEDCS-Excluded Title II Medical CDR Appeal T2R Posting WorkflowDisability; PaymentsDocumented workflow: EEAI input creates DCF appeal/SBC data, DCF passes those details to the Title II Redesign background program, and that program automatically updates MBR for qualifying reconsideration.documented_conditional2026-10-105Exclusion pathway, not a universal EDCS case transfer; 2026 DI 12026.025C.2.R174_E003exception_controlTitle II CDR Hearing Reversal Manual POS Posting ExceptionDisability; AppealsFor an excluded Title II CDR hearing appeal, hearing affirmation, abandonment, dismissal or withdrawal automatically posts to MBR, but hearing reversal requires POS input to update MBR.documented_conditional2026-10-1052026 POMS DI 12026.025C.2; do not generalize to all CDR appeals.R174_E004work_controlSSA-789 Incomplete Hearing and Interpreter Development 15-Day DiaryDisability; AppealsIf reconsideration SSA-789 lacks hearing-preference or interpreter information and telephone contact fails, FO sends a call-in letter and sets a 15-day diary before forwarding unresolved case.documented_operational2026-10-105Specific FO procedural follow-up, not an identified physical diary table.R174_E005public_data_product2026 Statistical Supplement Section 6.F OASDI Benefit TerminationsStatistics; Title IISSA 2026 statistical section 6.F reports benefits terminated by beneficiary type, reason and year, using 100-percent MBR data.observed_publication2026-10-105R174_E006public_data_product2026 Statistical Supplement Table 6.F1 Terminations by Benefit Type 1940–2025Statistics; Title IIPublished historical series of benefit terminations by year and beneficiary type through 2025. Historical data are publication observations, not revived legacy systems.observed_publication2026-10-105R174_E007public_data_product2026 Statistical Supplement Table 6.F2 Terminations by Reason and Benefit Type 2025Statistics; DisabilityMBR-based counts of 2025 benefit terminations by reasons including death, SGA, medical improvement, noncooperation, and transfer at full retirement age.observed_publication2026-10-105R174_E008publication_definitionOASDI 2025 Termination Reporting Date Versus Effective Date RuleStatistics; Title IITable 6.F2 counts beneficiaries whose benefits terminated during calendar year 2025 without filtering to terminations effective in 2025.observed_publication2026-10-105A report-period count, not a master-record event effective-date claim.R174_E009data_quality_ruleOASDI Termination Statistics Actuarial Method Comparability CaveatStatistics; ActuarialTable 6.F notes warn that reported figures can differ from Actuarial Services because sources and calculation methods differ.observed_publication2026-10-105Do not equate OACT projections and this MBR administrative publication.R174_E010public_data_product2026 Statistical Supplement Disability Cessation Reason Counts 2025Statistics; Disability2025 table 6.F2 reports disability cessation within benefit terminations, including separate medical-improvement, substantial gainful activity and failure-to-cooperate categories; counts are statistics, not individual adjudicative case records.observed_publication2026-10-105R174_E011public_data_product2026 Statistical Supplement Section 5.H Beneficiary FamiliesStatistics; Person/IdentitySection 5.H publishes statistics on OASDI beneficiary family configurations, primary insurance amounts and monthly family benefits.observed_publication2026-10-105R174_E012public_data_product2026 Statistical Supplement Table 5.H1 Beneficiary Family Historical SeriesStatistics; Title IIHistorical counts and average benefits for selected retired worker, disabled worker and survivor family groups by year.observed_publication2026-10-105R174_E013public_data_product2026 Statistical Supplement Table 5.H2 Family Versus Individual Beneficiary CountsStatistics; Person/IdentitySection 5.H2 separately reports number of beneficiary families and individual beneficiaries by selected family groups in December 2025.observed_publication2026-10-105Family unit and person count are not equivalent and do not prove a physical Person repository.R174_E014data_quality_ruleHistorical 5.H1 Sampling-Rate Comparability RuleStatistics; Data ProvenanceFor published family series, MBR-based observations 1945–1984 use varying samples, 1985–2005 use 10-percent sample, and other years use 100-percent data.observed_publication2026-10-105Changing sampling design is a reporting attribute, not MBR record retention or a change to master data.R174_E015publication_definition2026 Statistical Supplement Family Benefit Dual-Entitlement Reporting RuleStatistics; Person/IdentityWhen a disabled worker spouse is also dually entitled as a retired worker, table 5.H2 reports spouse benefit as difference between the spouse entitlement and retired-worker entitlement.observed_publication2026-10-105One individual may have dual entitlements; do not double count people or mistake benefit increments for full individual payments.R174_E016public_data_product2026 Statistical Supplement Section 5.M International Agreement BenefitsStatistics; External AgreementsSection 5.M reports OASDI beneficiary totals and average monthly benefits under U.S. international totalization agreements.observed_publication2026-10-105R174_E017public_data_product2026 Statistical Supplement Table 5.M1 Totalization Beneficiaries by CountryStatistics; External AgreementsTable 5.M1 reports selected-year totals from 1983 through 2025 and country detail for 2025, by benefit type.observed_publication2026-10-105R174_E018data_quality_rule5.M Country-of-Agreement Versus Residential Address Attribution RuleAddress Provenance; StatisticsCountry in the totalization benefit statistical table identifies the applicable agreement-country grouping and cannot be treated as a verified mailing or residential address.observed_publication2026-10-104Analytical modeling guardrail from purpose of geographic category; not an SSA statement about beneficiary address. Do not assert country of residence.R174_E019publication_definition2026 International Agreement Statistics Cell-Suppression ConventionStatistics; PrivacySection 5.M uses (X) to suppress potentially disclosive small-category information and marks inapplicable cells separately.observed_publication2026-10-105R174_E020public_data_product2026 Statistical Supplement Table 6.E5 Withheld Spouse and Child Benefits by ReasonStatistics; Title IIDecember 2025 MBR-based table breaks out payment withholding reasons among spouses, children, disabled adult children and students by basis of entitlement.observed_publication2026-10-105R174_E021publication_definition2026 OASDI Withholding Address Unknown Reporting CategoryStatistics; Address ProvenancePublished Table 6.E4 and 6.E5 list address unknown as a reason for withheld benefits; this is an administrative reporting category, not the acquisition or update of a residence address.observed_publication2026-10-105Do not convert unknown-address classification into address-change evidence.R174_E022business_processMedical CDR Reconsideration Career Railroad and Foreign Case Routing ExceptionDisability; External PartnersFor career railroad CDR appeals FO directs folder to Great Lakes Program Service Center; foreign CDR appeals route to Office of Earnings and International Operations rather than normal servicing DDS.documented_conditional2026-10-105Separate jurisdictional document routes; mail address is organizational destination, not claimant address.R174_E023organizational_componentGreat Lakes Program Service Center (GLPSC)Operations; DisabilitySSA organizational destination for career railroad medical-CDR reconsideration folders under DI 12026.025D.2; physical address of this office is not a beneficiary address.documented_operational2026-10-105Operational location in POMS 2026; no inference about facility ownership or successor.R175_E0001financial_data_attributeRepresentative Payee Beneficiary-Owned Fiduciary Account TitleRepresentative Payee / PaymentsFinancial account title identifies beneficiary as owner and representative payee as fiduciary; applies to direct deposit and conserved funds.documented_policy2026-10-105Does not identify a distinct physical SSA account repository.R175_E0002payment_governance_ruleCo-Resident Parent or Spouse Payee Personal Checking Account ExceptionRepresentative Payee / PaymentsException permits some parent or spouse payees to receive benefits to personal checking when co-resident, limited to current expenses, and approved by FO confirmation.documented_policy2026-10-105R175_E0003payment_governance_rulePayee Personal Savings Account Exception ProhibitionRepresentative Payee / PaymentsException for co-resident spouse or parent checking accounts does not extend to personal savings accounts.documented_policy2026-10-105R175_E0004external_financial_processGovernment Agency Payee General Depository Pass-throughRepresentative Payee / PaymentsState or local governmental payee may route through mandated general depository account if promptly transferred to protected fiduciary subaccount.documented_policy2026-10-105R175_E0005external_account_controlGovernment Agency Payee Protected Fiduciary SubaccountRepresentative Payee / PaymentsProtected government agency subaccount maintains beneficiaries funds separately from government uses.documented_policy2026-10-105R175_E0006external_financial_recordGovernment Foster-Care Payee Child Cost-of-Care LedgerRepresentative Payee / PaymentsState/local childcare or foster-care account maintains beneficiary-level deposit and expense ledgers as condition of account-title exception.documented_policy2026-10-105R175_E0007identity_governance_rulePayee Collective Account Name Match to eRPSPerson / Representative PayeeCollective account payee name must match the named appointed representative payee in eRPS.documented_policy2026-10-105R175_E0008identity_governance_ruleOrganizational Payee DBA and Legal Entity Bank-Title RulePerson / Representative PayeeFor organizational payee DBA arrangements, account name identifies the actually appointed payee; parent legal corporation is not automatically the payee.documented_policy2026-10-105R175_E0009payment_governance_ruleSubsidiary or Branch Organizational Payee Fiduciary Holder RuleRepresentative Payee / PaymentsWhen an organization branch or subsidiary rather than its parent is appointed as payee, collective account titling uses the appointed branch or subsidiary.documented_policy2026-10-105R175_E0010payment_governance_ruleTraditional Trust Account Ineligible as Payee Collective AccountRepresentative Payee / PaymentsA traditional trust fund account cannot serve as representative payee collective account merely by title.documented_policy2026-10-105R175_E0011logical_relationship_rulePayee Account Beneficiary Ownership and Payee Control SeparationPerson / Representative PayeeBeneficiary retains ownership but no direct access, while the representative payee manages funds in fiduciary capacity.documented_policy2026-10-105R175_E0012payment_governance_ruleGovernment Agency Childcare-Fund Account ExceptionRepresentative Payee / PaymentsState or local childcare/foster-care account may receive/pay care expenses under the specified beneficiary protection, ledger, and collective-account requirements.documented_policy2026-10-105R175_E0013person_governance_rulePayee Co-Residence and Current-Expense VerificationPerson / Representative PayeeField office must confirm parent/spouse payee and beneficiary reside together and funds pay current expenses before personal checking exception.documented_policy2026-10-105R175_E0014formMA-416 Medical Advisor EvaluationDisability / EvidenceMedical Advisor analysis and signature form entered in DCPS; not equivalent to consultant responsibility for the medical determination.documented_policy2026-10-105R175_E0015user_interfaceDCPS Evaluations and Assessments SectionDisability / EvidenceDCPS section used for SSA-416 and MA-416 medical evaluations for electronic and paper case processing.documented_policy2026-10-105R175_E0016user_interfaceDCPS Impairment Severity and Sign PageDisability / EvidenceDCPS page containing the Evaluations and Assessments section for SSA-416 and MA-416.documented_policy2026-10-105R175_E0017medical_evaluation_attributeSSA-416 Evaluation Period SelectorDisability / EvidenceClassifies evaluation period as current, date last insured, twelve months after onset, or another period.documented_policy2026-10-105R175_E0018medical_evaluation_attributeSSA-416 Medical Finding Subject SelectorDisability / EvidenceSpecifies each medical finding evaluated, potentially more than one subject for a 416.documented_policy2026-10-105R175_E0019medical_signature_controlSSA-416 Medical Completion StatementDisability / EvidenceMC or PC checks final medical-portion-complete statement only for completed, not preliminary, partial, or advisory evaluations.documented_policy2026-10-105R175_E0020medical_signature_metadataDCPS Medical Specialty Code and Signature Date RecordingDisability / EvidenceDCPS sign-and-save actions populate professional specialty code and date signed on SSA-416 or MA-416.documented_policy2026-10-105R175_E0021medical_review_processDCPS Signed Assessment Unsign-Revise-Resign WorkflowDisability / EvidenceFor needed corrections to signed assessments before DDS closure, unsign, revise, and re-sign. DE cannot edit an MC/PC/MA-signed assessment.documented_policy2026-10-105R175_E0022medical_review_role_ruleMedical Advisor MA-416 Nondecisional Evaluation ScopeDisability / EvidenceMedical Advisor enters and signs medical analysis on MA-416 rather than signing the overall MC/PC determination.documented_policy2026-10-105The 2026 limited DEDA examiner-signature exception applies to qualified cases and must not be generalized to MA roles.R175_E0023document_intake_processPaper Medical Assessment Wet-Signature CEF IntakeDisability / EvidenceIf medical assessments are completed on paper rather than DCPS, require MC/PC wet signature and scan into certified electronic folder.documented_policy2026-10-105R175_E0024evidence_quality_ruleMedical Tracing Scan Legibility Evaluation RuleDisability / EvidenceScanned electrocardiogram or pulmonary tracing may be used despite scale distortion if scale and gridlines remain visible.documented_policy2026-10-105R175_E0025source_conflictSSA-416 Terminology Conflict General Versus Quality-Review UsageDisability / EvidenceDI 24501.006 titles SSA-416 Medical Evaluation while QR 04440.130 contains Case Analysis wording. No canonical historic row is overwritten.source_naming_conflict2026-10-104General SSA POMS medical evaluation uses Medical Evaluation; QR program appears to retain Case Analysis terminology. Scope and version differences need reconciliation.R175_E0026query_constrainteView DEQY Five-Request-Type Selection LimitEarnings / DisabilityeView DEQY query-selection screen allows at most five selected request-type codes.documented_policy2026-10-105R175_E0027query_attributeeView DEQY Employer Address Request TypeEarnings / Address ProvenanceDEQY type 8 returns employer address; it is not the claimant residential or mailing address.documented_policy2026-10-105R175_E0028query_attributeeView DEQY Last Employer Address Request TypeEarnings / Address ProvenanceDEQY available type 9 requests last employer address; describes employer contact location rather than claimant residence.documented_policy2026-10-105R175_E0029document_intake_processeView Query View-and-Save-to-Electronic-FolderEarnings / DisabilityeView can request DEQY or SEQY and save query results into case electronic folder via View & Save to EF.documented_policy2026-10-105R175_E0030data_access_ruleeView Query User Profile Access ControlEarnings / GovernanceAccess to eView query features depends on the users profile.documented_policy2026-10-105R175_E0031historical_user_interface_routePCOM Master File Query Menu DEQY RouteEarnings / InfrastructureIBM Personal Communications accesses DEQY from Master File Query Menu option 9, as separately documented alongside eView.documented_policy2026-10-105R175_E0032data_quality_constraintDEQY and SEQY Vocational Task Evidence LimitationDisability / EarningsEarnings queries support identifying time and employer but do not determine the actual type of work performed.documented_policy2026-10-105R175_E0033statistical_provenance_ruleDEQY MEF and EIF Source CombinationEarnings / Data LineageDEQY displays earnings information derived from Master Earnings File and Employer Identification File.documented_policy2026-10-105R175_E0034organizational_payment_addressSSA Portland Remittance-Only Mailing AddressPayments / Address ProvenanceSpecified P.O. Box 5480, Portland, Oregon address accepts debt remittances only and cannot be used as correspondence or debtor mailing address.documented_policy2026-10-105The observed 2025-11 policy address may change; do not treat as evergreen or as beneficiary address.R175_E0035debt_collection_processNon-Pay Debtor DMS RMKS Repayment Contact RecordPayments / DebtNegotiated repayment conversation is entered on DMS RMKS comments screen.documented_policy2026-10-105R175_E0036debt_collection_processTitle XVI MSSICS UOPD Installment Recovery DecisionTitle XVI / DebtSSI installment amount entered using G TAC through MSSICS UOPD Recover by Installments decision.documented_policy2026-10-105R175_E0037debt_policy_ruleSSA Debt Installment Negotiation Twelve-to-Sixty-Month SchedulePayments / DebtSeek installment amount repaying debt within 12 months, otherwise within 60 months, otherwise highest monthly amount at least $50.documented_policy2026-10-105R175_E0038debt_collection_ruleDebt Default Treasury Offset and Credit Reporting ConditionPayments / Program IntegrityDefaulted installment collection can trigger Treasury collection; credit reporting and TOP have separate selection/notice conditions.documented_policy2026-10-105R175_E0039address_provenance_ruleSSA Remittance Address Excluded from Correspondence RoutingPayments / Address ProvenancePolicy explicitly restricts Portland payment post-office box to remittances, not program correspondence.documented_policy2026-10-105R175_E0040debt_collection_ruleNon-Pay Full Refund Negotiation Six-Month Future LimitPayments / DebtWhen negotiating future lump-sum refund, do not agree to a due date more than six months ahead; negotiate installments if later.documented_policy2026-10-105R175_E0041debt_collection_ruleDebt Due Process Sixty-Day TOP Credit Reporting WarningPayments / DebtWarn eligible debtors about conditional TOP/credit reporting 60 days after due-process notice when payment not received.documented_policy2026-10-105R176_CPUorganizationSSA Centralized Processing Units (Representative Payee Workloads)Representative Payee / SSA OperationsGN 00502.113 documents SSA Centralized Processing Units processing defined representative-payee applicant workloads alongside Workload Support Units; physical site, deployment and technical hosting not specified.documented_operational_unit2026-10-105R176_DOWR_MONTHstatistical_methodDistrict Office Workload Reporting Administrative MonthEnterprise Data / Work MeasurementDOWR Month is administratively determined monthly reporting period and need not coincide with a calendar month. FY reporting may span 52 or 53 weeks; a 53rd week affected FY2016 web-based change-of-address counts.documented_data_definition2026-10-105R176_GAO_CROSSWALKdata_product2019-to-2025 GAO SSA Legacy-System Anonymized Identifier CrosswalkInfrastructure / ModernizationGAO Table 10 publicly crosswalks SSA 2019 System BC to 2025 System BD, 2019 BB to BE, and 2019 System 10 to BF; actual system names intentionally omitted.historical_publication2026-10-105R176_GAO_SSA_BDhistorical_anonymized_systemGAO 2025 SSA Anonymous Legacy System BDInfrastructure / ModernizationGAO anonymized SSA system BD (2019 pseudonym BC); age 43 years and oldest hardware 3 years in 2025. GAO records supported hardware/software, presence of legacy programming languages, zero-trust capability, and no reported known unremediable cyber vulnerabilities. Modernization completed January 2025 according to SSA agency-reported information; completion of the modernization does not establish the original system was retired.historical_observation2026-10-105GAO deliberately withholds actual name/purpose. Do not map to an identified SSA system or infer current operational state.R176_GAO_SSA_BEhistorical_anonymized_systemGAO 2025 SSA Anonymous Legacy System BEInfrastructure / ModernizationGAO anonymized SSA system BE (2019 pseudonym BB); age 39 years and oldest hardware 4 years in 2025. GAO records supported hardware/software, presence of legacy programming languages, zero-trust capability, and no reported known unremediable cyber vulnerabilities. Modernization in progress as of February 2025; agency estimated 10 or more years from February 2025.historical_observation2026-10-105GAO deliberately withholds actual name/purpose. Do not map to an identified SSA system or infer current operational state.R176_GAO_SSA_BFhistorical_anonymized_systemGAO 2025 SSA Anonymous Legacy System BFInfrastructure / ModernizationGAO anonymized SSA system BF (2019 pseudonym 10); age 50 years and oldest hardware 4 years in 2025. GAO records supported hardware/software, presence of legacy programming languages, zero-trust capability, and no reported known unremediable cyber vulnerabilities. Modernization in progress as of February 2025; agency estimated 2 or more years from February 2025.historical_observation2026-10-105GAO deliberately withholds actual name/purpose. Do not map to an identified SSA system or infer current operational state.R176_PAYEE_APPLICANT_HAS_PAYEEeligibility_controlRepresentative Payee Applicant Who Has a Payee Mandatory NonselectionRepresentative Payee / IdentitySSA instructs staff to non-select a representative-payee applicant who currently has a representative payee, without gathering additional application data and without exceptions.documented_policy2026-10-105R176_PAYEE_REMOTE_WSU_CPUpolicy_ruleWSU/CPU Custodial-Parent or Spouse Remote Payee Interview ExceptionRepresentative Payee / IdentityIn a WSU or CPU, a custodial parent applying to serve a minor child or custodial spouse applying for spouse can qualify for telephone or approved video interview rather than in-person absent other mandatory face-to-face factors.documented_policy2026-10-105R176_PUPS_OFFENSE_LIMITdata_quality_rulePUPS Incarceration Dates Not Criminal Offense IdentityRepresentative Payee / Program IntegritySSA says PUPS reflects applicant confinement history but does not identify the actual offense; employee must develop details before determining barred-crime status. No automatic inference from imprisonment to barred offense.documented_data_limitation2026-10-105R176_RZ_1719B_TRANSMITbusiness_processSSI Redetermination SSA-1719B Posteligibility Record TransmissionTitle XVI / RedeterminationsFor non-MSSICS SSI RZ, SSA-1719B transmits changed record attributes and RZ-related CG/remarks updates to SSR.documented_policy2026-10-105R176_RZ_BTS_TRANSMITbusiness_processSSI Redetermination MSSICS Build Transaction SSR TransmissionTitle XVI / RedeterminationsFor an SSI RZ processed in MSSICS, Build Transaction SSR (BTS) transmits developed eligibility, payment and other record changes to SSR.documented_policy2026-10-105R176_RZ_FINAL_COMPLETIONbusiness_processSSI Redetermination Final Completion-Indicator PostingTitle XVI / RedeterminationsSSA instructs employees to transmit RZ completion indicator via SSA-1719B or close the RZ/LI event in MSSICS as the final input.documented_policy2026-10-105R176_RZ_FI_PERMISSIONbusiness_processSSI Redetermination Financial-Institution Contact-Permission CollectionTitle XVI / RedeterminationsSSA says permission to contact financial institutions is sought for all field-office-initiated RZs and WBDOC-to-FO transfers, but not asked for RZs completed by WBDOC.documented_policy2026-10-105R176_RZ_HOUSEHOLD_THIRD_PARTYbusiness_processSSI Redetermination Cross-Recipient Household Third-Party ReportTitle XVI / RedeterminationsWhen an SSI RZ reveals potentially material information about another SSI recipient in the household, it constitutes a third-party report requiring independent development, not a direct record update.documented_policy2026-10-105R176_RZ_NO_PAYMENT_UPDATEbusiness_processSSI Redetermination Nonpayment Address and Phone Data Update RequirementTitle XVI / RedeterminationsEven when an RZ or LI does not affect payment/eligibility, any confirmed changes including recipient address and telephone must be transmitted to SSR.documented_policy2026-10-105R176_RZ_RC_SUPPORTbusiness_processSSI Redetermination SSA-1719B Report-of-Contact Change EvidenceTitle XVI / RedeterminationsFor qualifying SSI RZ record changes sent via SSA-1719B, SSA requires an RC describing changed elements, correct information, relevant reasons, dates and effects.documented_policy2026-10-105R176_RZ_RETRO_CONSOLIDATEbusiness_processSSI Redetermination Retroactive Development Input ConsolidationTitle XVI / RedeterminationsWhen multiple retroactive issues exist, SSA instructs employees to complete issue development and avoid fragmented inputs for the same issue.documented_policy2026-10-105R176_RZ_VP_REJECTexception_controlSSI Redetermination Outstanding-Priority-Diary VP RejectTitle XVI / RedeterminationsThe RZ clearance generates VP reject if an SSI priority diary is still pending. SSA requires diary resolution before successful clearance.documented_policy2026-10-105R176_RZ_WBDOC_FObusiness_processSSI Redetermination WBDOC-to-Field-Office Transfer ProcessingTitle XVI / RedeterminationsFor electronically initiated SSI redeterminations transferred from WBDOC to a field office, MSSICS is SSA-preferred completion route.documented_policy2026-10-105R176_UAS459external_research_datasetUnderstanding America Study Survey 459 Fourth WaveResearch / Administrative DataUSC Understanding America Study (UAS) Social Security Communications Channels Preference Survey wave four. 12,809 adult respondents June 2022-July 2024; self-reports on mySSA awareness, registration, intent and security perceptions.historical_research_data2026-10-105Internet panel sampling/research is not an SSA systems interface, and self-reported account enrollment is not a verified SSA account transaction.R176_UAS_MYSSA_NOTEstatistical_publicationSSA Research and Statistics Note 2026-01 mySSA Participation and WillingnessResearch / Publications2026 SSA policy research note analyzes USC UAS survey 459 self-reports of mySSA awareness, registration, willingness and reasons for hesitation.historical_publication2026-10-105R176_UAS_MYSSA_SELFREPORTstatistical_definitionSurvey-Reported mySSA Account Registration StatusResearch / Data QualitySurvey respondent statement of account-registration status; must not be conflated with independently verified SSA mySSA account creation/authentication or transaction logs.documented_data_definition2026-10-105R177_ALJ_CPMS_RAW_LINEAGEstatistical_publication_ruleALJ Public Disposition Data Raw CPMS Source LineageHearings / Appeals / PublicationsSSA explicitly identifies raw CPMS as source for the ALJ disposition report. Do not treat public file as the full CPMS case population.documented_20262026-10-105R177_ALJ_FY26_AUG_XMLpublic_data_productFY2026 ALJ Disposition Data August 28 2026 XML SnapshotHearings / Appeals / PublicationsSSA public XML data for ALJ dispositions 2025-09-27 through 2026-08-28 by judge and hearing office; monthly published snapshot, not live CPMS query.public_snapshot_20262026-10-105Web HTML table shows loading error; official XML remains linked. Publication should be snapshotted for reproducibility.R177_ALJ_MULTIOFFICE_RULEstatistical_quality_ruleALJ Disposition Geography and Multi-Office Attribution CaveatHearings / GeographyALJ figures are reported by hearing office; ALJs can work across offices, so office of disposition is not necessarily judge home office or claimant residence.documented_20262026-10-105R177_ALJ_WORKTIME_CAVEATstatistical_quality_ruleALJ Disposition Count Nonadjudicative Work-Time CaveatHearings / PublicationsSSA raw dispositions are not adjusted for ALJ managerial responsibilities, special assignments, part-time employment, union duties, retirement, leave and similar nonadjudication factors.documented_20262026-10-105R177_OACT_SSI26_VC1public_statistical_product2026 SSI Annual Report Table V.C1 Disabled Adult Application CohortsActuarial / DisabilityCalendar-year filing cohort longitudinal initial, reconsideration, and later appeals status for SSI disabled-adult applications. 2025 cohort preliminary as of January 2026.public_20262026-10-105R177_OACT_SSI26_VC2public_statistical_product2026 SSI Annual Report Table V.C2 Disabled Child Application CohortsActuarial / DisabilityCalendar-year filing cohort longitudinal decisions and appeals statistics for SSI disabled-child applications, with 2025 preliminary estimations and historical revisions.public_20262026-10-105R177_OHO_NET_RECEIPTS_RULEstatistical_quality_ruleOHO Transferred-Out Caseload Negative Net Receipts CaveatHearings / PublicationsHearing office workload receipts can be negative when transferred-out cases exceed new receipts in the reporting interval; excludes inference that incoming claims are physically negative.documented_20262026-10-105R177_SDRdata_storeSSA Structured Data Repository (SDR)SDRDisability / Administrative DataNamed SSA administrative source that contributes disability application/appeal records to annual Title XVI Disability Research File. Public source does not identify physical location, technology or completeness.documented_20262026-10-105Do not assume field-level definitions or automatic feeds. The 2026 source names this repository but does not detail technical operation.R177_SS5_PARENT_795_SHREDdocument_handling_ruleChild SSN Missing-Parent-SSN SSA-795 Development and DisposalIdentity / EnumerationWhere SS-5 arrives by mail without required parent SSN, employees may request missing data on SSA-795 and shred SSA-795 if decision is subsequently made to process application.documented_20242026-10-105This is disposal of designated support statement, not a universal retention rule for child SSN applications.R177_SS5_PARENT_ALPHIDENTidentity_search_processChild SSN Application Missing Parent Alphident ResearchIdentity / EnumerationIn eligible circumstances employee obtains sufficient parent identifying information and locates assigned SSN via alphident before processing child application.documented_20242026-10-105R177_SS5_PARENT_IRS_REPORTexchange_productChild SSN Application Parent SSN Information Furnished to IRSExternal Exchanges / IdentityPolicy cites Public Law 105-34 as requiring SSA to give parents SSNs from applicable child applications to IRS; timing, transport, file format, and retention are not established.documented_20242026-10-105Outgoing statutory data-sharing obligation only. No assertion of automatic IRS address updates into SSA.R177_SS5_PARENT_NOTIFY_ASSIGNEDapplication_notification_controlSSNAP Parent SSN Assignment Field Office NotificationIdentity / EnumerationWhen parent and child apply for first SSNs concurrently, the parent application is processed first; SSNAP Verify and Sign has a Notify office of SSN assigned option to alert field office.documented_20242026-10-105R177_SS5_PARENT_NO_SSN_EXCEPTIONidentity_business_ruleChild SSN Application Allowed Missing-Parent-SSN ExceptionsIdentity / EnumerationDeceased parent, parent with no SSN, specific State Enumeration-at-Birth gaps, adoption/foster-care unknowns and other accepted reasons allow Unknown SSN or None in SSNAP.documented_20242026-10-105R177_SS5_PARENT_PRINT_HIDEprivacy_display_controlSSNAP Hidden Parent SSN on Printed Child ApplicationIdentity / EnumerationWhen employee locates a missing SSN for a parent who is not the applicant, SSNAP provides Hide SSN on printed application to avoid exposing it to the applicant.documented_20242026-10-105R177_SS5_PARENT_SSNSidentity_data_attribute_setSS-5 Parent SSN Collection for Child Under 18Identity / EnumerationChild original or new SSN application ordinarily includes both parents Social Security numbers, with policy-defined exceptions. Parent identifiers are not claimant mailing addresses.documented_20242026-10-105R177_SS5_PARENT_SUSPECTapplication_exception_ruleChild SSN Application Parent SSN Nonverification Suspect StatusIdentity / EnumerationSSNAP displays an alert and places child SSN application in suspect status if an asserted parent SSN fails verification and remains uncorrected.documented_20242026-10-105R177_SS5_PARENT_VERIFY_GATEidentity_verification_ruleChild SSN Application Parent Numident Name and SSN Verification GateIdentity / EnumerationSSNAP verifies parent SSNs and matches application parent name against NAA or NL2 fields in any iteration of parent Numident, with discrepancy development required.documented_20242026-10-105R177_SSI_FO_RETURN_ADDRESSorganizational_address_attributeSSI Notice Servicing Field Office Return AddressAddress Provenance / Title XVISSA prints servicing field office as return address on SSI notices; routing address is organizational, not beneficiary residence or updated recipient mailing address.documented_policy_transmittal_20262026-10-105R177_SSI_RETURNED_DECEASED_NOTICEbusiness_processSSI Returned Mail Marked Deceased Requires Death-Report DevelopmentAddress Provenance / Program IntegrityWhen returned envelope carries Deceased notation, field office follows reports-of-death procedures rather than assuming confirmed death or auto-updating Numident.documented_policy_transmittal_20262026-10-105R177_SSI_UNDELIV_APPEAL_SERVICEnotice_due_process_ruleSSI Undeliverable Appeal Notice Remailing and Receipt-Date ProtectionTitle XVI / AppealsReturned appeal-rights SSI notices require cover-letter treatment and correct re-mailing; upon locating recipient, special rules protect 10/30-day response periods and receipt-based appeal clock.documented_policy_transmittal_20262026-10-105R177_SSI_UNDELIV_MAIL_ADDRESS_LEADaddress_provenance_ruleSSI USPS-Returned Notice as Investigative Address LeadAddress Provenance / Title XVIReturned SSI notices route to field office, which attempts to locate claimant or payee and develops a valid address before entering appropriate change. Return does not itself verify a new residence.documented_policy_transmittal_20262026-10-105Source body states 2005 revision, June 2026 transmittal: do not portray as newly introduced 2026.R177_T16_DRF_2025_ESTstatistical_methodTitle XVI Disability Research File 2025 Filing-Cohort Preliminary EstimateActuarial / Disability2026 report estimates 2025 filer decisions through January 2026 using recent disability transactions and historical relationships between early counts and final cohort results. Not a completed research-file cohort.provisional_20262026-10-105Authoritative source expects finalized 2025 filing cohort to replace estimate in 2027 report.R177_T16_DRF_APPEAL_INPUTadministrative_data_domainTitle XVI Disability Research File Hearing and Appeals Council Source DataDisability / AppealsHearing and Appeals Council administrative records are matched with SSR and other data to reconstruct an application-to-appeal history; specific contributing physical repositories are not identified in this report.documented_20262026-10-105R177_T16_DRF_COHORTstatistical_methodTitle XVI Disability Research Filing-Date Cohort ReconciliationActuarial / DisabilityBuild organizes historical SSI disability claims by application filing date even where several administrative inputs lack that date; base sources provide three recent calendar-year cohorts, earlier cohorts receive updates.documented_20262026-10-105R177_T16_DRF_PERSON_CLAIM_BIASstatistical_quality_ruleTitle XVI Claimant-Based Appeals Estimation Undercount CaveatPerson / Identity Nexus2025 cohort provisional hearing/Appeals Council estimates partly use a claimant-level file instead of a claim-level file; 2026 source warns this may undercount certain historical individual claims.methodology_caveat2026-10-105R177_T16_DRF_PRODUCTIONstatistical_production_processTitle XVI Disability Research File Annual ConstructionActuarial / DisabilitySSA Disability Policy annually constructs a longitudinal Title XVI disability applications and appeals research file from SSR and several administrative inputs; approximately 200 steps and 2-4 months of production work.documented_20262026-10-105R177_T16_DRF_SSN_INPUTadministrative_data_domainTitle XVI Disability Research File SSN Identification Source RecordsPerson / Identity NexusThe 2026 SSI report explicitly names Social Security number identification records as inputs to the disability research-file matching process; it does not identify an exact physical Numident table/feed.documented_20262026-10-105Avoid asserting a direct Numident feed absent explicit technical description.R178_E0001initiative2008 SSA Electronic Information Exchange InitiativeExternal ExchangesSSA electronic information exchange assessment and report completed September 4 2008; recommendations were later judged obsolete by SSA in June 2011.historical_superseded2026-10-105EIEI historical planning initiative; not a production data repository.R178_E0002enterprise_inventory2013 SSA Expanded Data Exchange Inventory SystemExternal ExchangesSSA demonstrated a comprehensive data exchange inventory in September 2013 with partner/exchange details, supporting SSA information systems, and workload statistics.historical_confirmed_20132026-10-105The public oversight report does not name vendor, persistence store, or say the system is still deployed in 2026.R178_E0003data_product2013 SSA Exchange-to-Supporting-System Inventory MappingExternal ExchangesInventory mapping identifies the supporting information systems and participating entities for SSA data exchanges, as documented to GAO in September 2013.historical_documented2026-10-105R178_E0004data_product2013 SSA Exchange Request-Type and Volume ReportExternal ExchangesExchange-inventory reporting provides numbers and types of data requests received for particular SSA exchange arrangements, per September 2013 GAO follow-up.historical_documented2026-10-105R178_E0005governance_finding2011 SSA EIEI Recommendation Obsolescence DeterminationExternal ExchangesIn June 2011 SSA told GAO its 2008 EIEI recommendations had become obsolete owing to changed technology and diminishing resources; does not imply all exchanges ended.historical_decision2026-10-105R178_E0006governance_documentSSA 2007 IT Strategic Plan (GAO Historical Reference)ModernizationSSA prepared an IT strategic plan in 2007 that GAO in 2012 deemed insufficiently updated to agency goals.historical_plan2026-10-105R178_E0007governance_documentSSA May 2015 Enterprise Architecture Road MapModernizationGAO 2016 follow-up records SSA enterprise architecture road map developed May 2015 with performance targets.historical_plan2026-10-105A road map is not proof of deployed production architecture.R178_E0008modernization_workflowSSA 2016 Enterprise Data Model Update WorkEnterprise Data and AnalyticsGAO says SSA was updating its enterprise data model in July 2016 to describe relationships among business processes; completion of update not documented.historical_in_progress2026-10-105R178_E0009oversight_findingSSA 2016 Enterprise Architecture Gap Analysis DeficiencyModernizationIn August 2016 SSA had not completed a comprehensive gap analysis of its current and target enterprise architecture according to GAO follow-up.historical_open_as_of_20162026-10-105R178_E0010oversight_recommendationGAO-Recommended SSA Service-Oriented Architecture Road MapModernizationGAO recommended an SOA road map and linked gap and performance analysis; full plan recommendation closed not implemented in September 2016.historical_recommendation_only2026-10-105Do not interpret as implemented SOA integration design.R178_E0011governance_bodySSA Strategic Information Technology Assessment and Review BoardModernizationGAO describes SSA investment review board approving IT development projects that undergo quality assurance, confirmed 2016.historical_confirmed_20162026-10-105R178_E0012quality_assurance_workflow2016 SSA IT Project Control-Document Quality Assurance ReviewModernizationSSA required investment-board approved development projects to undergo QA reviewing project requirements, schedule, and documented risks.historical_confirmed_20162026-10-105R178_E0013governance_control2016 SSA IT Quality Review Five-Business-Day Corrective Action DeadlineModernizationWhen a project quality review found noncompliance, project teams had to document corrective action plans and expected dates within five business days.historical_confirmed_20162026-10-105R178_E0014governance_data_artifact2016 Mandatory Multifactor Authentication Project QA ReviewIdentity & EnumerationGAO describes an August 2016 quality review of SSA mandatory multifactor authentication project documents including business process, schedule, and risks.historical_review_only2026-10-105Project review does not prove specific identity database, authentication vendor, or contemporary implementation.R178_E0015governance_data_artifactJune 2016 mySSA 1099 Postimplementation ReviewModernizationGAO documented SSA June 2016 postimplementation review of mySSA 1099 service, comparing business assumptions, planned and actual costs and benefits.historical_completed_review2026-10-105R178_E0016contractSSA 2010 IT Support Services Contract SS00-10-60082ProcurementSSA awarded 7-year IT support services contract SS00-10-60082 to Northrop Grumman on September 10 2010, with one base year and six annual options.historical_award2026-10-105Different from SSA 2017 ITSSC contracts. $73.5m authorized through option year 1 not total spending.R178_E0017procurement_workflowSSA 2010 ITSSC Firm-Fixed-Price and Time-and-Materials Task OrdersProcurement2010 SSA ITSSC allowed task orders on firm-fixed-price and time-and-materials basis for skilled software/system support services.historical_contract_terms2026-10-105R178_E0018research_data_productSSAB 2007–2019 SSA Service Channel Historical Data TablesService DeliverySSAB compiled SSA historical 800-number calls, field-office visitors and online transactions, with nonuniform counting bases.published_historical_20202026-10-105R178_E0019statistical_counting_ruleSSA Online Transaction versus Call and Visit Historical Counting DifferenceService DeliveryAn online transaction counted independently while an 800-number call or office visit counted once regardless of number of services provided.historical_methodology2026-10-105R178_E0020statistical_data_productSSA 2016–2019 Online SSN Replacement Card Share Historical TableIdentity & EnumerationSSAB reports first online SSN replacement cards in 2016: 1.1 percent of 8,957,195 replacements. Service not available online before 2016.historical_statistic2026-10-105R178_E0021statistical_data_productSSA 2008–2019 Disability Online Application Channel Share TableDisabilitySSAB published initial disability application share online vs in-person/phone; 2008 online 11.1%, 2016 52.1%. Phone versus in-person not separately identified.historical_statistic2026-10-105R178_E0022statistical_data_productSSAB 1937–2018 Field Office Count Historical SeriesService DeliveryHistorical SSA office inventory series compiled by SSAB; definitions and observation dates changed, including 1996 inclusion of resident stations/card centers.published_historical_20202026-10-105R178_E0023statistical_counting_ruleSSA Historical Field Office Count Definition and Reference-Date ChangeService DeliverySSAB notes 1996 definition expansion and period-end variations for field office counts, precluding naive comparison of all historic years.historical_documented2026-10-105R178_E0024reportSSI Annual Statistical Report 2008 (September 2009 Edition)Title XVI2008-data SSI report published September 2009 with application, payment, award, recipient and termination statistical tables.historical_publication2026-10-105R178_E0025published_statistical_table2008 SSI Annual Any-Payment Recipient Table 3Title XVINew table 3 in SSI 2008 report counts recipients with at least one federally administered SSI payment during year; not same as December monthly count.historical_method_change2026-10-105R178_E0026statistical_processing_rule2008 SSI Termination Series Revised Methodology From 2006Title XVIReinstated table 77 used a revised methodology, restarting published annual SSI termination series at calendar year 2006 rather than extending earlier 1998–2005 series.historical_method_change2026-10-105R178_E0027reportAnnual SSDI Statistical Report 2008 (July 2009 Edition)Title IIAnnual published report on SSDI benefits, award, work activity, applications and terminations. 2009 edition notes 100-percent data since 2001.historical_publication2026-10-105R178_E0028statistical_methodSSDI Statistical Award Definition and Full-File Series Change (2001 Onward)Title II2009 edition explains since 2001 disability award statistics derive from 100-percent files and award definition includes secondary awards and subsequent disability periods while excluding reinstatements.historical_method_explained_20092026-10-105Method changed in 2001 before research window; 2009 in-window publication explicitly documents it.R178_E0029research_data_productHistorical SIPP-Based Noninstitutionalized Beneficiary Survey EstimatesResearch and Administrative DataSSDI annual report removed SIPP-based estimates of noninstitutionalized beneficiaries due panel attrition and low administrative-record matching rates.historical_withdrawn_from_publication2026-10-105A survey linkage issue; not proof of missing operational person records.R178_E0030research_data_collectionORES Special Census SIPP Interview of DI and SSI BeneficiariesResearch and Administrative DataSSA Office of Research contracted Census Bureau for additional SIPP-based interview of DI and SSI beneficiaries to address reliability concerns; results unavailable for 2009 edition.historical_reported2026-10-105R178_E0031statistical_correction_event2008 SSDI Report Tables 25 and 58 Corrected Web ReleasesPublication PipelinesSSA correction notices report table 25 corrected January 13 2010 and table 58 corrected May 11 2011 after original web/print errors.historical_correction2026-10-105R178_E0032data_formatSSI Supplemental Security Record Characteristic Record Extract FormatTitle XVISSA 2008 Fast Facts cites Supplemental Security Record in Characteristic Record Extract format for 100-percent SSI statistical figures and payment amounts.historical_format_documented2026-10-105Do not assume separate CRE operational database; source names statistical format.R178_E0033statistical_data_product2007 Unduplicated OASDI and SSI Beneficiary Statistical ProductPerson/Identity Nexus2008 Fast Facts uses MBR and SSR Characteristic Record Extract 100-percent data to report persons receiving OASDI only, SSI only, or both, avoiding double count.historical_publication2026-10-105R178_E0034statistical_definition2007 SSI Average Monthly Payment Excludes Retroactive AmountsTitle XVI2008 Fast Facts says reported average monthly SSI payment excludes retroactive payments, so amount is not full transaction history.historical_definition2026-10-105R178_E0035procurement_data_productSSA OAG FY2006–FY2011 Foreign-Manufactured Products Acquisition ReportsProcurementOAG FOIA provides FY2006 through FY2011 congressional reports on acquisition of end products manufactured outside US.historical_discontinued_reporting2026-10-105Not a complete vendor spending dataset, procurement database, or system inventory.R178_E0036procurement_ruleFY2011 Expiration of Foreign-Manufactured Products Congressional Report RequirementProcurementOAG says 41 USC 8302(b)(1) report requirement expired after FY2011 and reporting concluded; FAR case 2013-008 removed obsolete requirement.historical_ended2026-10-105R178_E0037statistical_publicationAnnual Statistical Supplement 2011 (February 2012 Edition)Publication PipelinesSSA 2011 Annual Statistical Supplement published February 2012 and retained with corrections posted in 2025 and 2026.historical_publication_modified2026-10-105R178_E0038statistical_correction_event2011 Annual Statistical Supplement Postpublication Errata RecordPublication PipelinesOnline 2011 edition page documents 2025 corrections to Railroad Retirement transfer amount and 2026 correction to 1970 maximum-family-benefit formula.historical_updated_20262026-10-105R178_E0039research_publicationSSAB 2012 Aspects of Disability Decision Making ChartbookDisability2012 third-edition SSAB disability decision making chartbook provides public linked downloadable xlsx dataset and analysis.historical_research_publication2026-10-105R178_E0040research_public_use_datasetSSAB Disability Decision-Making 2012 Chartbook Companion XLSXDisabilitySocial Security Advisory Board published chartbook companion research data spreadsheet; secondary analytic resource, not a live administrative datastore.historical_public_file2026-10-105R178_E0041statistical_counting_rule2007 Cross-Program Unduplicated Person Statistical Counting RulePerson/Identity Nexus2008 Fast Facts reported 54.656 million persons receiving OASDI, SSI or both for December 2007, with 2.569 million overlapping; combined count requires deduplication of MBR/SSR populations.historical_reporting_only2026-10-105Method of identity matching unspecified; no physical enterprise Person data store established.R179_E0001historical_workloadSSC 2009 Electronic Disability Medical Image Production WorkloadInfrastructure/DisabilityIn May 2009 the North Carolina SSC operated in production and maintained medical images belonging to electronic disability folders, reducing NCC outage exposure.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0002historical_infrastructureSSC 2009 Redundant Office Internet and NCC CommunicationsInfrastructureSSA testified SSC maintained fully redundant communications connections to SSA field offices, the Internet, and NCC by December 2009.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0003historical_recovery_serviceSSA Pre-2010 Commercial Hot Site Tape Recovery ServiceInfrastructure/ContinuityAs of December 2009 SSA relied on transporting backup tapes to a commercial hot site, with an estimated seven-day recovery of only 25 to 30 percent of critical processing capacity.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0004historical_planned_controlSSC-to-NCC Hourly Data Synchronization and 24-Hour Recovery Goal for 2012Infrastructure/ContinuityIn 2009 SSA projected hourly synchronization by 2012 and restoration within 24 hours; documentary evidence does not prove the goal was achieved.historical_planned2026-10-104Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0005historical_design_requirementNCC-to-NSC Transitional Inter-Application Database Synchronization Requirement (2009)Infrastructure/Person NexusSSA stated adjudication processes interactively verify and update applicant personal information on multiple systems; migration design specified synchronous performance within 100 kilometers. This is not a single Person repository.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0006historical_test_observationSSC 2010 Disaster-Recovery Test Recovery-Time ObservationInfrastructure/ContinuitySSA OIG reported tests improved recovery from about ten days in 2009 to fewer than five days in 2010; these were historical test observations, not current service level.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0007historical_pilotSSA 2015 Linux Server Pilot Reported to OIGInfrastructure/ModernizationIn July 2016 testimony, SSA OIG described SSA reported a 2015 pilot involving Linux servers; the source does not establish universal migration.historical_pilot2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0008historical_migration_planSSA 2016 UNIX Middleware-to-Linux Migration PlanInfrastructure/ModernizationAs of 2016 SSA discussed multi-year plan to move UNIX middle-tier workloads to Linux; full completion status not established.historical_planned2026-10-104Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0009historical_modernization_assessmentSSA 2016 Private Cloud Evaluation StageInfrastructure/CloudSSA was exploring private-cloud or public-cloud capabilities as of 2016; potential adoption should not be presented as proof of deployed public cloud.historical_assessment2026-10-104Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0010historical_modernization_planSSA 2016 Legacy Master Data to Standard Database Modernization ProposalEnterprise Data/ModernizationSSA discussed migrating legacy master data to standardized database technology as a modernization strategy in 2016; source does not identify a successfully migrated physical master repository.historical_proposed2026-10-104Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0011historical_exchange_business_controlEnumeration at Birth Per-Record State Vital Statistics Contract Reimbursement (2011)Person Identity/External ExchangesIn 2011 SSA had a contract with each participating state and reimbursed states $2.40 per reported birth record; current reimbursement and agreements not inferred.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0012historical_identity_discrepancyNonwork SSN Authorization Status and Earnings-Posting Lag Identified in 2011Person Identity/EarningsA work-authorization change not reported to SSA could leave the number holder in an obsolete nonwork SSN classification even after SSA credited earnings. In 2011 SSA was discussing DHS data use, not reporting completed automatic updates.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0013historical_unimplemented_proposal2011 DHS Work Authorization Automatic SSA Update Feasibility DiscussionPerson Identity/External ExchangesSSA described discussing with DHS feasibility of using DHS work authorization records to update SSA; did not report implementation.historical_feasibility_only2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0014historical_identity_assignment_rulePre-2011 SSN Area Number Based on Card Mailing ZIP CodePerson Identity/Address ProvenancePrior to SSN randomization, SSA testified that the first three SSN digits were determined from the SSN-card application mailing ZIP code; this historical assignment rule does not establish a durable residential location.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0015historical_control_recordCFRMS Claims-File SSN Exclusion ListDisability/Evidence/HearingsSSN-based exclusion list involved in authorized claims-file access and destruction; its concrete database and retention details not supplied.historical_documented_in_2018_draft_PIA2026-10-104Source is historical draft-named PIA with unsigned approval area. Technology, authorization, and retention should not be projected unchanged to 2026.R179_E0016historical_extraction_pipeline2018 Disability Database Daily and Weekly Operational ExtractsDisability/Evidence/HearingsPIA states initial disability and CDR claims extracted daily from NDDS, and weekly hearing/other determinations from OHO/Wilkes-Barre.historical_documented_in_2018_draft_PIA2026-10-104Source is historical draft-named PIA with unsigned approval area. Technology, authorization, and retention should not be projected unchanged to 2026.R179_E0017historical_data_provenanceeDIB Historical Third-Party IRS Information Receipt (2018 PIA)Person Identity/Address ProvenancePIA names IRS among many third parties contributing some information to eDIB, without naming IRS source system, specific attributes, update route, or retention. No IRS-to-master-address linkage is established.historical_source_class_only2026-10-104Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0018historical_actuarial_process2010 OACT Demography Projection ProcessActuarial/Statistical Production2010 OACT group used fertility, mortality, immigration, marriage, divorce, historical and projected populations to supply SSA-area forecasts.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0019historical_actuarial_process2010 OACT Economics Projection ProcessActuarial/Statistical Production2010 OACT group assembled BEA national accounts, BLS employment, wages, wages-covered by Social Security, AWI and inflation assumptions.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0020historical_actuarial_process2010 OACT Beneficiaries Projection ProcessActuarial/Statistical Production2010 OACT group projected insured, retired, disabled, survivor and auxiliary beneficiary populations from demographic and economic inputs.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0021historical_actuarial_process2010 OACT Trust Fund Operations and Actuarial Status Projection ProcessActuarial/Statistical Production2010 OACT group combined projected benefits, payroll tax, taxation of benefits, interest, administrative expenses and railroad interchange into actuarial results.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0022historical_statistical_input_pipeline2010 OACT Mortality Model Historical Birth Death and Medicare InputsActuarial/Statistical ProductionMortality projection received NCHS/Census death and population histories and Medicare deaths/enrollments for older ages.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0023historical_statistical_input_pipeline2010 OACT Fertility Historical U.S. Birth Statistics InputActuarial/Statistical ProductionFertility group used historical U.S. births and resident female population for age-specific central birth-rate projections.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0024historical_statistical_input2010 OACT BEA National Income and Product Accounts InputActuarial/Statistical ProductionEconomics group used BEA NIPA economic data for GDP, wage, and income model components.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0025historical_statistical_input2010 OACT BLS Employment and Class-of-Worker InputActuarial/Statistical ProductionEconomics group used BLS historical employment and labor force data for worker counts and wage projections.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0026historical_actuarial_model_subprocess2010 OACT AWARDS Sample-to-AIME Projection SubprocessActuarial/Statistical ProductionThe AWARDS subprocess projected AIME distributions for newly entitled OASI and DI benefits from a 10% sample of MBR workers, with earnings histories from MEF and CWHS-based projections.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0027historical_research_extract2010 OACT 225465-Record Newly Entitled Worker Awards SampleActuarial/Statistical ProductionA 10% sample of 225465 MBR newly entitled worker records with SSN, sex, birthdate, entitlement, benefit type and taxable earnings histories; sample tied to 2006 entitlements and December 2006–2008 pay status.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0028historical_actuarial_input2010 OACT Continuous Work History Sample Earnings-Pattern Model InputActuarial/Statistical ProductionCWHS and MEF-posted earnings distributions supported historical covered earnings samples and projected earnings in AWARDS.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0029historical_statistical_data_product2010 OACT Social Security Area Population Projection by Age Sex Marital StatusActuarial/Statistical ProductionDemography group projected population in the Social Security area by single age, sex and marital status through 2084 in the 2010 projection set.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0030historical_actuarial_data_product2010 OACT Projected AIME Bend-Point DistributionActuarial/Statistical ProductionAWARDS generated projected AIME distributions by age at entitlement, sex and OASI/DI fund for use in benefit-cost projection.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0031historical_actuarial_input2010 OACT Railroad Interchange Projection InputActuarial/Statistical ProductionTrust fund group used Railroad Retirement Board data and economic projections to estimate net OASDI-RRB interchange.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0032historical_actuarial_input2010 OACT Treasury OTA Income Taxation of Benefits Projection InputActuarial/Statistical Production2010 trust fund model used Treasury Office of Tax Analysis income-taxation data with CPS information to project taxed-benefit shares.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0033historical_statistical_publication_family2010 OACT Long-Range Trustees Report Single-Year Data TablesActuarial/Statistical Production2010 OACT long-range tables published trust-fund operations, assumptions, year-by-year beneficiary counts, population and economic forecasts.historical_model_as_of_20102026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0034historical_external_payment_interface2013 Bank-Origin ACH Direct Deposit Auto-Enrollment SubmissionPayments/Program IntegritySSA testified financial institutions electronically sent direct-deposit enrollment information to SSA through an auto-enrollment channel; account change authorization and verification were security concerns.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0035historical_payment_security_control2012 Beneficiary Requested ACH Auto-Enrollment Transaction BlockPayments/Program IntegritySSA instituted a beneficiary-requested electronic block starting November 2012 to prevent bank-origin auto-enrollment from changing direct-deposit information, with 20752 requests as of June 2013.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0036historical_identity_proofing_control2013 Direct Deposit Change Employee Identity Verification RequirementPayments/Program IntegritySSA reported March 2013 policy restricting changes of electronic payment details unless the beneficiary spoke with teleservice or field-office staff who verified identity.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0037historical_federal_payment_control2013 Treasury Electronic Payment Requirement Waiver DecisionPayments/External ExchangesTreasury rather than SSA controlled waivers from electronic federal benefit payment requirements effective March 2013.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0038historical_application_pilotElectronic Bench Book Three-Hearing-Office Pilot (September 2012)Hearings/AppealsSSA testified electronic bench book was piloted in three hearing offices in September 2012; pilot does not prove nationwide rollout at that time.historical_pilot2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0039historical_reporting_applicationHow MI Doing ALJ Remand Feedback and Comparative Reporting (2012)Hearings/AnalyticsSSA testified it built How MI Doing for adjudicators to review remand reasons and compare performance against hearing-office, regional, and national averages. A proposed future link to training modules was not represented as operational.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0040historical_workflow_serviceCPMS Automated Hearing Noticing Function (2012)Hearings/CorrespondenceSSA testified CPMS used stored case data to automatically produce hearing-related notices in 2012. Physical document service and print transport unspecified.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0041historical_workflow_serviceCentralized Hearing Office Printing and Mailing Service (2012)Hearings/CorrespondenceSSA testified centralized high-volume hearing and appeals printing and mailing was implemented in 2012. Not asserted to consume a particular CPMS interface.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0042historical_decision_templateFindings Integrated Templates for Hearing Decisions (2012)Hearings/Decision QualitySSA used Findings Integrated Templates (FIT) to improve the legal sufficiency and preparation efficiency of written ALJ decisions as of 2012.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0043historical_adjudicative_workflowElectronic Hearing Office Process (Electronic Business Process) 2012Hearings/ProcessingSSA implemented a standardized electronic business process across hearing offices in 2012; not a claim of a single physical enterprise process engine.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0044historical_external_case_access2012 Appointed Representative eFolder and CPMS Claim-Status Self-ServiceHearings/Representative AuthorizationSSA testified appointed representatives with authorized electronic-folder access could obtain hearing-scheduling information and the CPMS claim status for their clients, subject to case-specific access.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R179_E0045historical_signature_control2012 Hearing ALJ and Attorney-Adjudicator Electronic Decision SigningHearings/Decision QualitySSA testified that ALJs and attorney adjudicators could sign decisions electronically in the 2012 hearing workflow; specific signing product and cryptographic implementation undisclosed.historical_documented2026-10-105Historical as-of source; physical deployment, later retirement, and 2026 status unverified.R180_E0001historical_research_matching_processCensus Survey Respondent Address-Assisted SSN Linkage (2009)Person/Identity/ResearchCensus Bureau research matching combined Numident SSN-application information with address records from IRS, SSA, and other sources to identify survey respondents where respondents had not opted out.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0002research_address_domainCensus Survey Identity Resolution Address Inputs from IRS and SSA (2009)Address Provenance/ResearchCensus Bureau used address information originating from IRS, SSA and others solely for survey respondent identity linkage as described in 2009; not an IRS write to SSA master records.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0003research_governance_controlCensus Survey Respondent Opt-Out Identity Linkage Gate (2009)Person/Identity/Privacy2009 description: respondent informed of federal-data statistical linkage and can opt out; restricts use of address and Numident linkage for research.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0004research_data_transformationCensus Linked Administrative Dataset SSN Replacement with Survey Identifier (2009)Research/PrivacyAfter linkage, Census removed SSNs and substituted unique survey identifiers in linked files according to 2009 article.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0005historical_research_data_exchangeVerified SSA Administrative Data Extract for Census Survey Linkage (2009)Research/Data SharingFollowing EVS validation, SSA extracted appropriate administrative records and sent extracts to Census for linkage with survey data in historical described process.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0006historical_microsimulation_modelFinancial Eligibility Model (FEM) for SSI Research (2009)Actuarial/Research2009 SSA publication describes FEM use of SIPP-linked administrative data to simulate SSI eligibility, participation, benefits distribution and poverty outcomes.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0007historical_microsimulation_datasetModeling Income in the Near Term (MINT) Linked Research Dataset (2009)Actuarial/Research2009 SSA publication identifies MINT survey plus SSA administrative earnings, benefit and mortality linkages; does not conflate this historical version with MINT8.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0008research_access_ruleCensus Special Sworn Status and Title 13 Matched Data Access Control (2009)Research/GovernanceMatched Census administrative data access required Census authorization, Special Sworn Status and approved purposes/sites; IRS rules apply to tax data.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0009historical_external_hr_systemDepartment of the Interior Federal Personnel/Payroll System (FPPS, 2008-2017)Human Resources/ExternalDOI FPPS processes SSA payroll and personnel actions; 2017 PIA calls it mainframe-based integrated online system; historical scope.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0010historical_external_service_organizationDOI National Business Center Payroll and Personnel Shared Service (2008)Human Resources/ExternalDepartment of Interior National Business Center performed personnel and payroll processing for SSA in 2008 PIA.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0011historical_operational_data_storeSSA Human Resources Operational Data Store (HRODS, 2017)Human Resources/Data2017 PIA calls HRODS a database storing HR information for active and inactive SSA employees; 2008 predecessor report describes HRMIS extracts for management information.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0012historical_workforce_systemMainframe Time and Attendance System (MTAS, 2008)Human Resources/Timekeeping2008 HRMIS PIA describes MTAS timekeeper, certifier, administrator daily/pay-period accounting and electronic interchange with DOI FPPS.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0013historical_hr_subsystemAgency Skills Inventory (ASI)Human Resources/Applications2017 HRS PIA identifies named human resources component. Skills inventory for supervisors of current and planned workforce competencies.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0014historical_hr_subsystemAnti-Harassment and Hostile Work Environment Case Tracking System (AHWECTS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Tracks workplace harassment allegations.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0015historical_hr_subsystemEmployee Data (EEData)Human Resources/Applications2017 HRS PIA identifies named human resources component. Web-based employee HR viewing, updating and printing interface.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0016historical_hr_subsystemEqual Employment Opportunity Case Management System (EEOCMS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Tracks EEO complaints.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0017historical_hr_subsystemSSA Human Resources Portal (2017)Human Resources/Applications2017 HRS PIA identifies named human resources component. Intranet interface supporting HR services and business functions.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0018historical_hr_subsystemLabor Relations/Employee Relations Workload Management System (LR/ER-WMS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Tracks labor and employee relations cases.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0019historical_hr_subsystemMinority Serving Institutions Reporting System (MSIRS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Produces Agency Minority Serving Institutions reports.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0020historical_hr_subsystemOfficial Union Time Tracking System (OUTTS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Tracks union representatives official time.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0021historical_hr_subsystemPerformance Assessment and Communication System (PACS, HR)Human Resources/Applications2017 HRS PIA identifies named human resources component. Employee performance plans, discussions and appraisals; not physical-access PACS.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0022historical_hr_subsystemPayroll Operational Data Store (PayODS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Provides access to Payroll Analysis Recap Reports and Full Time Equivalency Tracking reports.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0023historical_hr_subsystemPosition Data Application (PDA)Human Resources/Applications2017 HRS PIA identifies named human resources component. HR specialist position data, awards and reference tables.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0024historical_hr_subsystemSSA Learning Management System (2017)Human Resources/Applications2017 HRS PIA identifies named human resources component. Stores and retrieves training learning opportunities.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0025historical_hr_subsystemTraining Online Nomination System (TONS)Human Resources/Applications2017 HRS PIA identifies named human resources component. Supports supervisor training nominations.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0026historical_personnel_address_attributeSSA Personnel Mailing Address Recorded in Human Resources System (2017)Address Provenance/Employees2017 HRS privacy assessment explicitly lists mailing addresses about employees and other covered workforce individuals; not a benefit claimant or Numident address attribute.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0027historical_major_application_boundarySupplemental Security Income Record Maintenance System (SSIRMS, 2007)Title XVI/Title VIIISSA FY07 PIA identifies historical SSIRMS major application for establishing, maintaining and paying Title XVI SSI and Title VIII Special Veterans Benefits, including beneficiary addresses.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0028historical_ssi_program_attributeSSIRMS Historical Recipient Address and Communications Attributes (2007)Address Provenance/Title XVISSIRMS PIA explicitly covers person addresses and communication, but does not itself specify automatic IRS origin, persistence rules, or master transaction method.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0029data_priority_controlEDCS MCS-First Mainframe Claim Propagation Priority (2013)Disability/Person AttributesPOMS states EDCS propagates MCS before other mainframe systems, otherwise active MSSICS and sources, unless abbreviated claims.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0030case_information_quality_ruleEDCS Mainframe-over-Internet Disability Report Attribute Precedence (2013)Disability/Data QualityPOMS says mainframe data overlays Internet Disability Report field values even if mainframe value is empty; excludes allegation concatenation exception.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0031record_update_ruleEDCS Mainframe-Correction-Then-Repropagation Rule (2013)Disability/Address ProvenanceMost propagated EDCS values including claimed contact data cannot be overkeyed. Staff correct MCS/MSSICS origin and repropagate to EDCS; disability allegation and DLI exceptions exist.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0032historical_copy_data_quality_ruleEDCS Copied-Prior-Folder Contact Information Reverification (2013)Disability/Address ProvenancePOMS requires verifying current contact information when copying historical closed-folder records, including source address and phone, rather than assuming continued correctness.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0033claims_computation_dependencyEDCS Disability Insured Status Computation Prerequisite (DLI/DFI)Disability/Title IIPOMS requires MCS Earnings Computation prior to EDCS entry for first/last insured dates to propagate.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0034case_propagation_exceptionEDCS Multiple DIB Claims Propagation HaltDisability/ClaimsEDCS case creation stops with an alert when multiple DIB claims detected; resolve on MCS, and incorrect mainframe transfer can cause false alert.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0035historical_master_record_segmentMaster Earnings File Earnings Detail Segment (2009)Earnings/Data2009 SSA research explains individual yearly W-2 employer and self-employment postings by employer and wage category, including corrections.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0036historical_master_record_segmentMaster Earnings File Summary Segment (2009)Earnings/Data2009 SSA research describes yearly consolidated wages, tips, self-employment, QCs and SSN demography with no employer information.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0037earnings_identity_verification_processHistorical Name-and-SSN Numident Gate Before MEF Posting (2009)Earnings/Person IdentityBefore MEF posting SSA matches worker name and SSN to Numident; unresolved items go to Earnings Suspense File.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0038source_address_attribute2009 Employer-Reported W-2 Employee Address InputAddress Provenance/EarningsW-2 contains an employer-reported employee name and address, distinct from verified beneficiary residence and without established automatic Numident/MBR/SSR update.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0039source_address_attribute2009 W-2 Employer Name Address and ZIP InputAddress Provenance/Earnings2009 publication lists employer name, address, ZIP, EIN as W-2 fields; distinct from worker home address.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0040earnings_reconciliation_processMEF W-2 Wage Total versus W-3 Employer Summary Balancing (2009)Earnings/ControlsSSA publication describes balancing totals of W-2 with employer W-3 summary before accepting earnings for posting.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0041historical_earnings_update_processMEF W-2c Negative Offset and Corrected Replacement Posting (2009)Earnings/CorrectionsSSA research documents separate reversal posting and corrected wage amount after W-2c, rather than deleting the previous Detail Segment record.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0042historical_research_sampleContinuous Work History Sample 1-Percent SSA Research Extract (2009)Earnings/Research2009 paper describes CWHS 1-percent SSN sample with MEF earnings, Numident demographics and MBR annual benefits, plus active/inactive partitions.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0043historical_research_datasetCWHS Employee-Employer Covered Wages One-Percent File (2009)Earnings/Research2009 MEF article identifies annual employee-employer file limited to covered wages.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0044historical_research_datasetCWHS Employee-Employer Covered and Noncovered Wages One-Percent File (2009)Earnings/Research2009 MEF article identifies companion annual EE-ER file containing covered and noncovered wages and industry/location info.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0045historical_research_datasetCWHS Longitudinal Employee-Employer Data (LEED, 2009)Earnings/Research2009 MEF article documents annual 1% longitudinal employee-employer research file with geographic/industry characteristics.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0046historical_research_datasetCWHS Annual Self-Employment Snapshot Research File (2009)Earnings/Research2009 MEF article describes annual research snapshot of initial self-employment postings containing IRS-transmitted additional fields not stored in MEF.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0047research_geographic_attribution_ruleCWHS Employee-Employer County and Industry Information (2009)Geography/ResearchCWHS EE-ER employer and employee location and industry do not necessarily establish current place of residence or job geography.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R180_E0048historical_disclosure_controliAppeals 2012 Internal Revenue Code Section 6103 Disclosure RestrictionHearings/Governance2012 PIA says tax return information cannot be disclosed by iAppeals except as allowed by law, IRS or regulations.historical_documented2026-10-105Documented in dated primary source; 2026 operation, hosting, technical integration, and retention not established.R181_E001data_assetICDB Shared Name, SSN, Birthdate and Sex AttributesPerson / Shared ClientThe 2007 ICDB PIA lists names, SSNs, dates of birth and sex in the shared Client Data carried across major application systems.historically_documented2007-09-285Direct source documentation; historical observation; not a claim of current production deployment.R181_E002data_assetICDB Citizenship Country and U.S. Citizenship Basis AttributesPerson / CitizenshipThe 2007 ICDB PIA identifies country of citizenship and basis of U.S. citizenship among common Client Data attributes.historically_documented2007-09-285Direct source documentation; historical observation; not a claim of current production deployment.R181_E003data_populationICDB Client Records for Persons Without Program EntitlementPerson / Cross Program2007 PIA says SSA maintains ICDB client data even for people who are not entitled to Title II or Title XVI benefits.historically_documented2007-09-285Direct source documentation; historical observation; not a claim of current production deployment.R181_E004functional_componentICDB Cross-Program Shared Data Screens and Access SoftwareEnterprise Client Data2007 ICDB PIA describes databases, common screens and access software that share client information among major program systems.historically_documented2007-09-285Direct source documentation; historical observation; not a claim of current production deployment.R181_E005data_storeCBSV 2008 BSO Registration User RecordsIdentity / External Users2008 CBSV PIA identifies BSO registration database holding requester employee user IDs, company affiliations and other registration PII for authorized third-party verification users.historical_2008_pia_design_not_verified_deployment2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E006formSSA-88 CBSV Authorized Employee DesignationIdentity / ConsentA company official signs SSA-88 to designate its employees authorized to use CBSV, and SSA OCO matches the designation to a BSO registration user ID.historical_2008_pia_design_not_verified_deployment2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E007data_assetCBSV 2008 Company Official Mailed Activation CodeIdentity / Access AuthorizationAfter authorization confirmation SSA mails an activation code to the designated company official to distribute to the approved requester employee.historical_2008_pia_design_not_verified_deployment2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E008interfaceCBSV 2008 BSO Batch Verification SubmissionIdentity / VerificationThe 2008 PIA describes CBSV employee users submitting SSN verification requests in batch mode via BSO.historical_2008_pia_design_not_verified_deployment2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E009interfaceCBSV 2008 BSO Ten-Request Real-Time SubmissionIdentity / VerificationThe 2008 PIA describes authorized Internet users submitting up to 10 verification requests for real-time response.historical_2008_pia_design_not_verified_deployment2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E010proposed_interfaceCBSV 2008 Requester-Hosted Web Service OptionIdentity / VerificationThe PIA describes an option for third-party requesters to build a compatible real-time web service; planned in 2008, not independently verified as deployed then.historical_2008_pia_design_not_verified_deployment2008-11-054Direct source documentation; historical observation; not a claim of current production deployment.R181_E011data_governanceCBSV 2008 Requester Consent Retention RuleIdentity / Consent2008 CBSV PIA instructs requesting parties to retain signed consent forms on paper or electronically for seven years after verification.historically_documented2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E012data_governanceCBSV 2008 Ninety-Day Verification Consent ValidityIdentity / Consent2008 PIA says verification consent normally lasts 90 days unless the authorizing individual specifies another period.historically_documented2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E013data_governanceCBSV 2008 Verified SSN Information Redisclosure RestrictionIdentity / Access Restrictions2008 CBSV agreement prohibits resale and redisclosure of verified SSN information and restricts use to the consented purpose.historically_documented2008-11-055Direct source documentation; historical observation; not a claim of current production deployment.R181_E014data_asset2008 Telephone Claim-Status Eight-Digit Confirmation NumberCustomer Service / AuthenticationPIA describes an eight-digit confirmation number generated for Title II claims lodged through office, telephone or website and needed for automated status inquiry.historical_2008_pia_design_not_verified_deployment2008-02-155Direct source documentation; historical observation; not a claim of current production deployment.R181_E015business_process2008 Telephone Claim-Status Identity and Claim LookupCustomer Service / Identity2008 IVR process matches submitted SSN and birthdate against SSN-holder records and confirmation number against Claims Folders System to find the relevant Title II claim.historical_2008_pia_design_not_verified_deployment2008-02-155Direct source documentation; historical observation; not a claim of current production deployment.R181_E016transient_data2008 Telephone Claims Status Ephemeral Input MemoryCustomer Service / Privacy2008 PIA states caller-entered SSN, DOB and confirmation number are encrypted in short-lived memory and erased at call completion, not stored as a new permanent record.historical_2008_pia_design_not_verified_deployment2008-02-155Direct source documentation; historical observation; not a claim of current production deployment.R181_E017business_process2008 Telephone Claim-Status Postal Confirmation DeliveryCustomer Service / Address2008 PIA describes sending a confirmation number by postal mail to claimant mailing address when the initial Title II claim was filed by telephone.historical_2008_pia_design_not_verified_deployment2008-02-155Direct source documentation; historical observation; not a claim of current production deployment.R181_E018audit_dataATS Timestamped PIN and SSN Transaction Audit EventSecurity / Program Integrity2017 ATS PIA says auditable transaction records contain employee PIN, timestamp and application-specific values, collected when employees/contractors/public perform auditable actions.historically_documented2017-12-205Direct source documentation; historical observation; not a claim of current production deployment.R181_E019business_processATS PIN-SSN-Office Audit Retrieval ProcedureSecurity / Program Integrity2017 PIA says authorized reviewers can retrieve audit records by personal ID number, SSN, or office/module for investigations of potentially improper actions.historically_documented2017-12-205Direct source documentation; historical observation; not a claim of current production deployment.R181_E020audit_dataCIRP 2007 Programmatic Transaction Review ItemSecurity / Program Integrity2007 CIRP PIA describes potential misuse transactions including actor employee PIN, action timestamp, beneficiary SSN and transaction action type.historically_documented2007-09-275Direct source documentation; historical observation; not a claim of current production deployment.R181_E021business_processCIRP 2007 Reviewer Disposition and Case ManagementSecurity / Program IntegrityCIRP provided authorized staff screens to review flagged transaction case details, record outcomes, report results and refer potential fraud for investigation.historically_documented2007-09-275Direct source documentation; historical observation; not a claim of current production deployment.R181_E022vendorEverbridge Incorporated (2021 SSA MENS Hosting Contractor)Infrastructure / SaaSSSA 2021 MENS PIA expressly identifies Everbridge Incorporated as the contractor hosting the web-based MENS SaaS application and segregating SSA-owned information.documented_contract_relationship_20212021-09-225Direct source documentation; historical observation; not a claim of current production deployment.R181_E023data_assetMENS 2021 Employee and PIV-Contractor Initial Contact DatasetWorkforce / Emergency ContactSSA 2021 MENS PIA documents an initial dataset of current employees and PIV card-holding contractors names and SSA email addresses provided to Everbridge.historically_documented2021-09-225Direct source documentation; historical observation; not a claim of current production deployment.R181_E024data_assetMENS 2021 Self-Managed After-Hours Contact ChannelsWorkforce / Address ProvenanceMENS staff and eligible contractors maintain personal phone, email and emergency contact details, separate from beneficiary mailing or residence records.historically_documented2021-09-225Direct source documentation; historical observation; not a claim of current production deployment.R181_E025architecture_boundaryMENS 2021 Emergency Notification SaaS Hosting BoundaryInfrastructure / SaaS2021 SSA PIA describes web SaaS hosted by Everbridge, with agency-owned data segregated in vendor environment and FIPS 199 Moderate impact level.historically_documented2021-09-225Direct source documentation; historical observation; not a claim of current production deployment.R181_E026data_governanceSSA Vendor Repository 2024 Subject-Line Taxonomy TagsProcurement / RepositorySSA 2024 vendor-repository submission requires vendor name, subject and up to three business-topic tags in email subject to align with internal information-repository data structure.historically_documented2024-03-115Direct source documentation; historical observation; not a claim of current production deployment.R181_E027data_governanceSSA Vendor Repository 2024 Approximately One-Year Deletion ControlProcurement / RetentionSSA instructions explicitly state vendor capability information remains in its repository for approximately one year then is deleted unless the vendor resubmits.historically_documented2024-03-115Direct source documentation; historical observation; not a claim of current production deployment.R181_E028statistical_product2014 Trustees Report Historical Single-Year Projection Data CollectionActuarial / Publication2014 SSA OACT table index offers tables consistent with the 2014 Trustees Report, including selected historical values and single-year actuarial projections under alternative assumptions.historically_published20145Direct source documentation; historical observation; not a claim of current production deployment.R181_E029statistical_product2014 Trustees Single-Year DI Current-Payment Beneficiary Projection Table V.C5Actuarial / Disability2014 Trustees Report supplemental V.C5 includes disability worker and auxiliary beneficiary current-payment projections through calendar year 2090, frozen in the 2014 projection vintage.historically_published20145Direct source documentation; historical observation; not a claim of current production deployment.R181_E030statistical_product2014 Trustees Single-Year Trust Fund Operations in Constant 2014 Dollars VI.G7Actuarial / Trust Funds2014 Trustees supplemental table VI.G7 expresses combined OASI/DI trust-fund operations using constant 2014 dollars; vintage and price basis differ from later releases.historically_published20145Direct source documentation; historical observation; not a claim of current production deployment.R181_E031historical_referenceIRS Project 719 Historic SSA Debt Skiptracing ReferenceAddress Provenance / IRS2008 POMS GN 02210.213 says debtor BOAN is required for IRS Project 719 in skiptracing. Source does not define data contents, mechanism, persistence or any authority to update MBR/SSR.historically_referenced_unverified_mechanism2008-08-254Named reference only. No automatic IRS address feed, no claim of current Project 719 operation, no update path.R181_E032data_asset2013 SMACS Credential-Holder Address AttributeSecurity / Staff Identity and Address2013 SMACS PIA table lists an address in EPECS and PIV Card Management and SAFE, for employee/contractor credential administration, not claimant residence.historically_documented2013-09-305Direct source documentation; historical observation; not a claim of current production deployment.R181_E033audit_data2013 LSAS Physical Entry Event LogSecurity / Facilities2013 SMACS PIA describes LENEL Security Access System recording authorized entry/unauthorized access or alarms at protected NCC and adjacent areas; possible use in fraud-related time-and-attendance review.historically_documented2013-09-305Direct source documentation; historical observation; not a claim of current production deployment.R182_E001softwareMaster Data Access Method (MADAM)MADAMEnterprise Data / Legacy Master FilesSSA OIG identifies IBM Assembler-based MADAM as a historical file-management mechanism for MBR, SSR, MEF and Numident/Alphident.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E002interfaceMADAM Compatibility Interface During DB2 MigrationEnterprise Data / Application AccessDuring 2009 mixed storage, the MADAM compatibility interface directed unchanged legacy program calls to either MADAM or DB2 API.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E003interfaceMADAM-to-DB2 Application Programming InterfaceEnterprise Data / Application AccessSSA developed a DB2 API to translate legacy MADAM data calls into DB2 queries during master-file migration.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E004modernization_projectMADAM-to-DB2 Master Files Conversion ProjectInfrastructure / Data ModernizationThree-phase historical effort: move four master files to DB2, remove old interface calls, then support direct DB2 access.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E005business_processMADAM-to-DB2 Phase I Master File MigrationInfrastructure / Data ModernizationFirst conversion stage covered Numident/Alphident, MEF, SSR, MBR; only first two were completed by Nov 2009.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E006business_processMADAM-to-DB2 Phase II Legacy Application Call MigrationInfrastructure / Data ModernizationPlanned program-by-program change from MADAM interface calls to DB2 API; 2010 source does not establish execution.planned_20102010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E007business_processMADAM-to-DB2 Phase III Direct DB2 Application RewriteInfrastructure / Data ModernizationPlanned revision of application programs to access DB2 directly; no phase III project plan at 2010 audit.planned_20102010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E008architecture_state2009 MADAM and DB2 Mixed Master-File Storage StateEnterprise Data / Historical StateNovember 2009 snapshot: Numident/Alphident and MEF stored in DB2; MBR and SSR still used MADAM.observed_20092009-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E009data_structure2009 Master-File Segments and SubsegmentsEnterprise Data / Master File LayoutOIG describes MBR/SSR/MEF/Numident master-file records split into segments and subsegments.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E010architecture_constraintMADAM Compressed to DB2 Uncompressed Data-Format ConstraintInfrastructure / Historical Data2010 OIG reports different compressed/uncompressed representations, requiring some application logic changes beyond file conversion.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E011data_assetMBR Historical Cross-Program Reference RecordsTitle II / Person Linkage2010 OIG Appendix C states MBR holds short references for SSI, Black Lung and Railroad Retirement benefits, not equivalent to full records in those programs.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E012business_process2009 Alphident Name and Birthdate SSN Lookup FunctionEnumeration / Person IdentityHistorical OIG description identifies Alphident as SSN lookup by name and birth date when the SSN is unknown.historically_documented2010-05-135Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E013general_support_systemEnterprise Wide Mainframe and Distributed Network Telecommunications ServicesEWANSInfrastructure / Access Management2008 SSA PIA describes mainframe/distributed telecommunications infrastructure supporting 13 GSS and six major applications.historically_documented2008-09-085Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E014access_control_repositoryTOP SECRET Mainframe User RepositoryTOP SECRETWorkforce Identity / Mainframe2008 PIA explicitly calls TOP SECRET the mainframe repository holding user SSA systems access permissions and PINs.historically_documented2008-09-085Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E015business_processSSA Management-Approved Mainframe Access EnrollmentWorkforce Identity / Access ManagementSSA management submitted Form SSA-120 with workforce name and SSN; TOP SECRET granted access and assigned PIN.historically_documented2008-09-085Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E016data_assetHistorical SSA Workforce Mainframe Personal Identification NumberWorkforce Identity / Access ManagementPIA describes a unique employee or contractor PIN used to enter SSA applications through EWANS.historically_documented2008-09-085Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E017business_process2008 N8NN One-Time Caller Identity Collection and ReuseCustomer Contact / Identity2008 TVDC PIA describes collecting caller identity once and sharing required elements across automated applications and an agent within the same call.historically_documented2008-10-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E018transient_data2008 N8NN Ephemeral Encrypted Caller Authentication PayloadCustomer Contact / PrivacyCaller SSN, DOB, other requested identifiers stored only in encrypted short-lived call memory; deleted after call and not in system logs.historically_documented2008-10-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E019business_process2008 N8NN Conditional Caller Identity Handoff to AgentCustomer Contact / IdentityTVDC sends caller-entered identity elements to live agents only for caller-selected handoff or failed automated verification.historically_documented2008-10-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E020authorization_control2008 N8NN Automated Telephone and Internet Access BlockCustomer Contact / IdentityIndividuals can block automated channels; the telephone application offers agent or in-person handling instead.historically_documented2008-10-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E021data_asset2008 Telephone Caller Knowledge-Based Authentication FieldsCustomer Contact / IdentityPIA lists SSN, DOB, name, mother maiden name, birth place, last payment, claim number and password as possible caller inputs.historically_documented2008-10-115Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E022data_assetState Electronic Death Registration Verified ReportPerson / Death Reporting2007 DACUS PIA distinguishes state EDR verified death reports from reports requiring conflict investigation.historically_documented2007-09-285Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E023workflow_controlNon-EDR or Conflicting Death Report Development AlertPerson / Program IntegrityOn conflicts from reports other than verified state EDR, DACUS routed an investigative alert to the SSA field office.historically_documented2007-09-285Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E024business_process2007 DACUS Conditional Numident Death-Posting RoutePerson / Identity UpdateNo conflicts or resolved conflicts allowed DACUS data to pass to SSNEC for Numident posting.historically_documented2007-09-285Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E025data_asset2007 Daily Update Data Exchange Non-State Death ReportsPerson / Death Reporting2007 DACUS PIA describes SSA Daily Update Data Exchange reports of death from nonstate sources.historically_documented2007-09-285Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E026data_quality_rule2009 RECS Enumeration-at-Birth and Entry Coverage LimitationEnumeration / Research DemographyEAB states and DHS EAE did not provide same voluntary race/ethnicity values as in-office SSN application contacts; RECS coverage not universal.historically_documented2009-11-185Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E027data_standard2009 RECS Revised Multi-Race and Separate Ethnicity CategoriesEnumeration / Statistical DataPIA describes use of updated OMB categories supporting multiple race selections and separate Hispanic ethnicity.historically_documented2009-11-185Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E028data_retention_rule2009 RECS Planned Historical Race/Ethnicity Numident Retention SplitEnumeration / Research DemographyPIA anticipated retaining older race data in SSN-holder master and new entries in RECS after transition; completion not verified.planned_in_20092009-11-185Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E029governance_control2009 RECS Research-Only and Non-Adjudicative Use RestrictionPerson / Sensitive Statistical DataVoluntary race/ethnicity used for research and statistics rather than benefit entitlement; published aggregates non-identifiable.historically_documented2009-11-185Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E030data_asset2007 SSNEC Original SSN Application Parental and Birth AttributesPerson / EnumerationOriginal SSN application held names of parents and birthplace, alongside identity and application evidence.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E031control2007 SSNEC Suspect or Fraudulent Card Application BlockPerson / Enumeration IntegrityApplications tied to suspicious or fraudulent documentation may be flagged to prevent new SSN-card processing.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E032data_asset2007 SSNEC Multiple-SSN Person Cross ReferencesPerson / Identity ReconciliationPIA says system may contain cross-references when more than one SSN was assigned to a person.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E033business_process2007 FALCON Processing Center Mass Manual Data EntryPayments / Manual Data CorrectionsProcessing centers used modified commercial FALCON software to key batches of correction and payment-related inputs passed to other systems.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E034data_asset2007 FALCON External Payment and Overpayment Correction TransactionsPayments / Data QualityFALCON handled inputs affecting payment, overpayment, underpayment, nonreceipt, stopped or returned payment records in other SSA systems.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E035business_process2007 FALCON Historical Dormant Class-Action Correction CapabilityAdministrative Legal Cases / PaymentsPIA reports FALCON could key corrections to SSA class-action claimant records but was not used for that purpose in recent years as of 2007.historically_documented2007-09-275Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E036data_asset2018 QAS Sampled State and County of Residence AttributeDisability / Quality Sample GeographySSA QAS PIA identifies state and county residence information in copied review records; separate from authoritative address master.historically_documented2018-12-175Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E037data_asset2018 QAS Sampled Case Error Finding and Claimant ContextDisability / Quality ReviewQuality review cases could include SSN, claim type, income/resources, medical data, errors, contacts, living arrangements and family group.historically_documented2018-12-175Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E038publication_collection2009 OASDI Trustees Annual Report VintageActuarial / Historical Publications2009 Trustees report is a dated set of assumptions, observed values and projections, not a live current forecast.historically_documented2009-05-125Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E039publication_product2009 OASDI Trustees Supplemental Single-Year Projection TablesActuarial / Statistical Data ProductsSingle-year actuarial supplement expands Trustees Report projections beyond five-year-increment printed tables.historically_documented2009-05-125Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R182_E040scenario_assumptions2009 Trustees Low-Cost Intermediate and High-Cost Economic AlternativesActuarial / Forecast GovernanceEconomic alternatives reflect the 2008-2009 recession as understood in May 2009 and should be keyed by report vintage.historically_documented2009-05-125Historical source scoped; not asserted as a current 2026 production component, physical interface, or live application.R183_E001historical_architecture2009 Eleven-System SSA Outgoing Exchange ArchitectureExternal ExchangesGAO identified 11 principal outgoing exchange applications serving 75 percent of 2009 outgoing agreements: six batch and five online.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E002historical_processing_pattern2009 SSA Six-Application Batch Exchange GroupExternal ExchangesGAO identified six exchange applications that responded with consolidated batch files; the grouping is a 2009 observation.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E003historical_processing_pattern2009 SSA Five-Application Online Exchange GroupExternal ExchangesGAO identified five exchange applications responding to requests in real time, using varied partner transmission mechanisms.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E004historical_service_variantFederal Online Query (FOLQ) Designation of SOLQExternal ExchangesGAO uses FOLQ name for the federal partner variant of State Online Query; the application is a real-time counterpart of SVES.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E005historical_exchange_application2009 SSA Earnings System Partner Exchange ApplicationEarningsGAO table lists an Earnings System batch application accessing MEF to support employer/federal/state earnings and SSN verification. Distinguish generic category from named current physical system.historically_documented2009-09-164Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E006service_level_requirement2009 AAMVA SSOLV Response-Time Exchange Performance StandardExternal ExchangesGAO reports agreement target: 95 percent of SSOLV requests within 3 seconds and 99 percent within 5 seconds. Historical contractual expectation, not measured result.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E007service_level_requirement2009 SSA-Veterans Benefits Exchange 99 Percent Accuracy RequirementExternal ExchangesGAO reports agreement requirement of 99 percent data accuracy for the Veterans Benefits Administration data exchange.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E008historical_statistical_datasetFY2007-FY2008 SSA Exchange Transaction Counts by ServiceData/Publication PipelineGAO table lists 1.19 billion requests in FY2007 and 1.37 billion in FY2008 across seven key exchange categories, with per-service counts.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E009historical_operational_measureJanuary 2008-February 2009 Exchange Systems Incident TrendExternal ExchangesGAO identified about 35 recorded systems problems affecting outgoing exchanges in January 2008-February 2009; most were brief.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E010historical_it_service_management_systemChange Asset and Problem Reporting SystemInfrastructure/ITSMGAO 2009 documents an agencywide system tracking IT problems, priorities, progress, resolution and validation for data exchanges.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E011historical_operations_component2009 SSA 24x7 Network Operations and Monitoring CentersInfrastructure/ITSMGAO reports around-the-clock network operations and monitoring centers for IT infrastructure and partner exchange performance.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E012historical_operations_process2009 SSA National Data-Exchange Systems Support DeskInfrastructure/ITSMGAO reports a national help desk to collect systems incidents and route them for investigation.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E013historical_recovery_action2009 SSOLV Backup Network Connection Recovery ExampleInfrastructure/ITSMGAO describes a historical AAMVA network failover action restoring service in 34 seconds. This is a single observed incident, not an SLA.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E014historical_proposed_data_store2009 Planned Dedicated E-Verify Verification DatabaseModernizationGAO describes an SSA initiative to process E-Verify requests against a dedicated database with continuity and disaster recovery. Planned for August 2009, not verified as completed.planned2009-09-164The report describes intention; no evidence here establishes deployment or the data synchronization mechanism.R183_E015historical_proposed_service2009 Proposed Single-Registration Exchange Partner Web PortalModernizationSSA IT vision cited by GAO planned a menu-driven exchange portal with secure access and one partner registration process. No evidence of operational delivery.proposed2009-09-164Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E016historical_oversight_finding2009 Outgoing Exchange Capacity and Target Architecture GapModernizationGAO found lack of workload projections and exchange-specific future target architecture requirements.historically_documented2009-09-165Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E017restricted_external_address_observationDebt Collections Credit-Bureau Address RetrievalAddress ProvenanceDebt collectors may retrieve online address information from a credit bureau after returned SSA overpayment notices. Use governed by Fair Credit Reporting Act and SSA collection purpose.historically_documented2008-08-255Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E018historical_conditional_update_processDebt Collection Conditional Credit-Bureau-Triggered MBR/SSR Address CorrectionAddress Provenance2008 SSA POMS directs employees to remail notice and update MBR/SSR and RECOOP if appropriate after a new credit-bureau address is found in skiptracing. Human action, not automatic feed.historically_documented2008-08-255Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E019historical_workflow_screenRECOOP Record Skip Trace (DBST) ScreenDebt/PaymentsPOMS requires a RECOOP skiptracing case to have actions recorded on the RECORD SKIP TRACE (DBST) screen.historically_documented2008-08-255Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E020historical_legal_access_controlDMS Credit Report Access and PSC Audit Trail ControlProgram Integrity2008 POMS restricts program debt collection credit bureau queries to legitimate FCRA-permitted purposes and describes local PSC administrator audit reports.historically_documented2008-08-255Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E021business_ruleBulgaria International Direct Deposit Country-Specific Bank-Coding RulePayments/Debt2023 POMS: for Bulgaria, MBR uses a 19-character bank information representation and bank-data country code G; complete Bulgarian IBAN is 22 characters.historically_documented2023-10-185Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E022business_controlBulgaria IDD Same-Business-Day MBR and ITS.gov Entry GatePayments/Debt2023 POMS requires staff to input applicable direct deposit changes in an SSA program system and ITS.gov during the same business day.historically_documented2023-10-185Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E023address_dependent_controlBulgaria IDD MBR Foreign Address PCOC-8 PreconditionsAddress ProvenanceMBR must reflect foreign address code PCOC=8 for Bulgaria international direct deposit to be accepted. Location code indicates routing eligibility, not an independently verified residence.historically_documented2023-10-185Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E024exception_controlBulgaria IDD Incomplete ITS.gov Payment RejectionPayments/DebtInadequate data in ITS.gov can lead Federal Reserve Bank of Kansas City to reject payment and return funds to SSA.historically_documented2023-10-185Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E025research_data_governanceHRS-SSA Restricted Administrative Earnings and Benefit Data Access BoundaryResearch/Data GovernanceOnly authorized researchers can obtain restricted HRS linked SSA earnings and benefits records. Administrative linkage is person-level but disclosure governed by data permissions and access restrictions.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E026research_release_ruleHRS-SSA Linked Earnings and Benefits Disclosure MaskingResearch/Data GovernanceSSA research note documents earnings/benefits fields rounded or top-coded in research products to reduce identifiability. This is publication transformation, not a master record change.historically_documented20095Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E027identity_matching_consent_controlHRS Consent-Controlled SSA Earnings and Benefits Administrative LinkagePerson/Identity Nexus2009 SSA research note establishes respondents are asked for consent to link SSA earnings/benefits records to longitudinal survey responses.historically_documented20095Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E028jurisdictional_access_ruleHRS Administrative Linked Data United States Access RestrictionResearch/Data GovernanceUniversity of Michigan restricted-data listing states linked SSA/CMS/NDI/VA administrative data may not be sent, shared, or accessed outside the United States.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E029vintage_specific_actuarial_output2014 Trustees Stochastic Reserve-Depletion DistributionActuarial/Statistics2014 report stochastic 95 percent depletion range 2028-2041; median depletion year 2033. Scenario vintage cannot be compared to 2026 as actual financial events.historically_documented20145Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E030statistical_interpretation_rule2014 Trustees Stochastic Per-Year Percentile Interpretation ControlActuarial/Statistics2014 and subsequent actuarial stochastic year-specific percentile curves need not trace any single simulation across years.historically_documented20145Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E031procurement_policySSA Acquisition 360 Voluntary Survey Solicitation Inclusion RuleAcquisition/GrantsSSA OAG requires acquisition staff to include FAR 52.201-1 Acquisition 360 survey provision for IT solicitations above simplified acquisition threshold and non-IT solicitations estimated above $10m life value.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E032procurement_governance_noticeSSA Medical Expert Services Bundling Necessity DeterminationAcquisition/GrantsOAG publishes a Senior Procurement Executive determination for bundling Medical Expert Services under FAR 7.107-5(b)(1), without proving individual contract award or vendor selection.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E033contracting_organizationSSA Office of Information Technology AcquisitionAcquisition/GrantsOAG public contact guidance routes IT goods and services correspondence to SSA Office of Information Technology Acquisition.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R183_E034contracting_organizationSSA Office of Operations ContractsAcquisition/GrantsOAG public contact guidance separately routes non-IT/facilities and operational acquisitions to operations contracting groups.historically_documented2026-10-115Source describes scoped operation or historical period; no unsupported claims of current deployment, transport, automated master-record updates, or persistence.R184_E001data_storeEconomic Recovery List Database (2009 ARRA Payment Eligibility)ERLCross-Program Identity and Payment ControlsHistorical ERL database held one-time American Recovery and Reinvestment Act payment eligibility and status linked by SSN across SSA, RRB and VBA, with IRS/Treasury limited-purpose outputs.historical_documented2026-10-115R184_E002data_productRRB Client Own SSN Economic Recovery Input FileCOSSNCross-Agency ExchangeHistorical Railroad Retirement Board client-own-SSN input used to check the Economic Recovery List before payment coordination.historical_documented2026-10-115R184_E003business_process2009 Economic Recovery Cross-Agency Eligibility MatchingCross-Program Identity and Payment ControlsOne-to-one comparison of RRB/VBA eligibility submissions against the SSA Economic Recovery List to prevent duplicate statutory one-time payments.historical_documented2026-10-115R184_E004data_domain2009 Economic Recovery Payment Reclamation StatusPayments and DebtHistorical one-time stimulus benefit returned, reclaimed, nonreceipt and offset status maintained in the ERL context.historical_documented2026-10-115R184_E005data_domain2009 Economic Recovery Deceased-Payee Estate Correspondence AddressAddress ProvenanceHistorical executor/estate representative mailing address and TIN used conditionally for ARRA payment reissuance, not verified current beneficiary residence.historical_documented2026-10-115R184_E006data_exchange2009 Economic Recovery IRS Tax-Credit Verification DisclosureIRS and SSA ExchangeLimited SSA-to-IRS disclosure supporting Making Work Pay tax-credit processing; does not evidence incoming IRS address updates.historical_documented2026-10-115R184_E007data_exchange2009 ERL Railroad Board Eligibility ResponseFederal External ExchangesEligibility response to RRB from SSA 2009 recovery list matching, used to coordinate one-time benefit duplication.historical_documented2026-10-115R184_E008data_exchange2009 ERL Veterans Benefits Eligibility ResponseFederal External ExchangesEligibility response to VA Veterans Benefits Administration from SSA 2009 recovery list matching.historical_documented2026-10-115R184_E009data_store800-Number Service Observation Voice Recording Records (60-0362)Telephone Service / Privacy2008 call-quality recordings of specified National 800 Number interactions, captured voice and metadata, under Service Observation Recordings SORN; automatic standard purge after 14 days.historical_documented2026-10-115R184_E010application2008 Call Detail Management Information Report (60-0363)CDMIRTelephone Service / Workforce ManagementWeb-accessible historical report providing calling and called telephone numbers, date/time, ACD queue, duration, transfers and employee extension operational measurements; three-year record retention reported.historical_documented2026-10-115R184_E011data_store2008 Service Observation Database (60-0364)SODBTelephone Service / Personnel QualityHistorical physical database of sanitized service-observation staff evaluations and aggregates; three-year retention specified in 2008 notice.historical_documented2026-10-115R184_E012data_feed2008 Automatic Call Distribution and VoIP Vendor Call Event FeedTelephone Service / NetworkHistorical operational telephony call-event and ACD feed to Call Detail report; source does not name commercial vendor.historical_documented2026-10-115R184_E013data_product2008 800-Number Call Quality Observation Assessment ReportTelephone Service / Personnel QualitySanitized service observer assessment compiled after selected 800-number calls; substantive personnel-related data may be retained separately.historical_documented2026-10-115R184_E014retention_rule2008 Unsatisfactory Call Observation Extended RetentionTelephone Service / PrivacyHistorical retention exception extended unsatisfactory recorded calls to 60 days rather than routine 14-day deletion.historical_documented2026-10-115R184_E015records_collectionHistorical SF-7B Extension for Call-Service Personnel ActionsSF-7BEmployee Records / PrivacyPersonnel case record could retain covered service observation recordings for two years after action closure or four years in EEO/litigation-related handling, per 2008 notice.historical_documented2026-10-115R184_E016data_domain2008 Enterprise Telephone Automatic Call Distributor Event DatasetTelephone Service / NetworkCall origin/called number, call time, hold, transfer and skill group routing metadata from 800-number network; caller phone is not verified identity or residential address.historical_documented2026-10-115R184_E017organizationAbt Associates BOND Implementation ContractorVendors / ContractsSSA-described outside contractor managing Benefit Offset National Demonstration operations and BOND Operations Data System, historical 2011-2024.historical_obsolete2026-10-115POMS confirms project ended; do not classify vendor as current deployment.R184_E018organizationConvergys Government Solutions BOND Contact-Center SubcontractorVendors / ContractsHistorical BOND outsourced contact-center subcontractor supporting Abt Associates and participant services.historical_obsolete2026-10-115R184_E019applicationBOND Processing Center PTT LoaderTitle II Payments / BONDHistorical Processing Time Tracker (PTT) loader relayed BSAS processing-limitation alerts into PCACS; POMS does not establish platform, DB or hosting.historical_obsolete2026-10-114R184_E020data_feedBOND Daily Earnings Estimate Update BatchTitle II Payments / BONDHistorical nightly batch update of participants earnings estimates from BODS through BOND services to BSAS; estimated income not verified posted MEF wages.historical_obsolete2026-10-115R184_E021business_processBOND Annual Estimated-versus-Actual Earnings ReconciliationDisability Work IncentivesHistorical annual calculation comparing BSAS participant estimates with actual prior-year MEF postings, generally around August; may result in overpayment or underpayment.historical_obsolete2026-10-115R184_E022business_processBOND Title II Benefit Offset Posting TransactionTitle II Payments / BONDHistorical BSAS automated MADCAP offset posting updated MBR DEMO fields; PCACS processing exceptions required OCO manual MACADE action. Applicable only while BOND was in operation.historical_obsolete2026-10-115R184_E023data_productBOND Contractor-Origin Participation Notice Outside ORSClaims Notices / BONDHistorical BOND enrollment/start and end correspondence handled by demonstration contractor rather than SSA ORS; do not assume archived in ORS.historical_obsolete2026-10-115R184_E024business_ruleBOND Demonstration-Site Assignment and Foreign-Residence ControlBOND / Address ProvenanceHistorical demonstration site residence qualification and foreign residence extended travel limit; program assignment is not an authoritative current residential address.historical_obsolete2026-10-115R184_E025data_domain2008 SUMS/MCAS Staff Session and Office Assignment MetadataManagement Information / PrivacyHistorical SUMS/MCAS MI captures employee PIN, office/work unit, login and time allocation; not beneficiary identity-authority data.historical_documented2026-10-115R184_E026data_domain2008 SUMS/MCAS Service Visitor Location and Correspondence AttributesManagement Information / Address ProvenanceWorkload MI with selected claimant/visitor address data for management statistics; does not prove a write to MBR, SSR, Numident.historical_documented2026-10-115R184_E027contract_awardSSA AAMVA Task Order 28321323FDS030015ProcurementOAG historical SSA task order under 28321320D00060003 with American Association of Motor Vehicle Administrators; listed October 26 2022 and $1,170,772.historical_award2026-10-115R184_E028contract_awardSSA AAMVA Task Order 28321324FDS030009ProcurementOAG historical SSA AAMVA task order 28321324FDS030009 issued October 23 2023, listing $250,000; does not establish a particular interface scope.historical_award2026-10-115R184_E029statistical_product2016 SSDI Annual Statistical Report Publication VintageDisability Statistics / PublicationsSSA public 2016 publication vintage; historical reported counts and later corrections must retain source-date provenance.historical_documented2026-10-115R184_E030publication_change2016 SSDI Annual Statistical Report Table 8 Correction HistoryDisability Statistics / PublicationsHistorical published corrections to annual SSDI Table 8; users should retain publication and update dates instead of overwriting initial snapshot silently.historical_documented2026-10-115R184_E031architecture_constraint2017 VRRMS Independent Record Processing BoundaryDisability Evidence / Systems2017 disability management PIA specifically reports VRRMS did not directly connect to SSA systems from which related source information was obtained.historical_documented2026-10-115R185_E001historical_data_assetEAMATE Historical Annual Tape Employer Earnings RecordsEAMATEearningsHistorical employer annual earnings detail that had a microfilm representation, and was also accessible through named online query paths.historical_observation2022-01-145SSA explicitly states EAMATE years 1978–2000 are no longer held on microfilm; do not infer loss of online records.R185_E002applicationEAMATE Online RetrievalEAMATE OnlineearningsEAMATE electronic retrieval route named in SSA earnings discrepancy development instructions.documented_historical2022-01-145No hosting, database technology or current deployment claimed.R185_E003data_elementAnnual Wage Report Scrambled-Earnings Address LeadAWR addressaddress_provenanceAddress available in AWR/annual employer report evidence used to locate a worker in an earnings-discrepancy case.historical_documented2022-01-145Contact/locator lead only, not authoritative SSA residential address; age and location uncertainty.R185_E004data_elementEarnings Discrepancy Case File Latest AddressED case addressaddress_provenanceMost current address in the discrepancy case material, given precedence over historical report lead for mailing closeout letters.historical_documented2021-11-085Case-file observation may still be stale; no Numident/MBR/SSR update established.R185_E005business_ruleScrambled-Earnings Closeout Address Selection RuleED address ruleaddress_provenanceFor closeout correspondence, use case-file current address if available; otherwise historical AWR or EAMATE sources; if absent, annotate no address and retain notice in ED folder.historical_documented2021-11-085Does not assert automatic update of program-record addresses.R185_E006historical_data_assetEAMATE 1978–2000 Microfilm Copies No Longer StoredEAMATE microfilmearningsMicrofilm of processed EAMATE information for tax years 1978 through 2000; published policy says SSA no longer stores this microfilm.not_stored_at_observation2022-01-145Electronic access may still exist through EAMATE online/GIR/PCOM, and later status not asserted.R185_E007formSSA-5533 U4 Earnings Discrepancy Development RequestSSA-5533 U4earningsForm referenced for additional written earnings discrepancy development when telephone contacts cannot resolve evidence gaps.historical_documented2022-01-145No claim about current form edition.R185_E008business_processOCO Earnings Discrepancy Re-Development WorkflowED redevelopmentearningsReopening field-office development when previously available relevant address or evidence was not investigated or multiple FO conclusions conflict.historical_documented2022-01-145Employee-controlled workflow with employer contact subject to number-holder permission.R185_E009data_assetScrambled Earnings Discrepancy Special Holding FileED holding fileearningsHolding file for rechecking subsequent postings to a potentially misused original SSN after October of next calendar year.historical_documented2021-11-085Physical/electronic form unspecified.R185_E010historical_data_assetOCO 1086 Pre-1978 Earnings Microfilm1086 microfilmearningsHistorical earnings-detail microfilm for 1937 through 1977, consulted by OCO feedback procedure.historical_documented2011-09-015Do not infer retention in October 2026.R185_E011business_processOCO Pre-1978 Earnings Feedbackearnings feedbackearningsChecks historical 1086 earnings detail and posts validated located earnings to MEF for pre-1978 wage periods.historical_documented2011-09-015Different from later-year employer report scouting.R185_E012business_processOCO Employer Wage Report Scoutingwage scoutingearningsSearches employer wage reports across online and microfilmed sources, including pre-1978 Form 941 report files and post-1977 ERQY/AWR/EAMATE records.historical_documented2011-09-015Do not treat employer address as employee residence.R185_E013user_interfaceEarnings Adjustment Rationale ScreenEARTearningsICOR screen used to document special determinations or relevant circumstances underlying corrected earnings.historical_documented2011-09-015Screens referenced by POMS, no storage engine established.R185_E014retention_ruleICOR Evidence Basis Documentation Without Retaining CopiesICOR basis-only evidenceearningsPOMS instructs not to retain copies of evidence used to correct an earnings record, but to document the evidence basis in ICOR.historical_documented2011-09-015Applies to the cited wage-development process; other evidence-retention rules may differ.R185_E015historical_data_assetPre-1978 Employer Quarterly Form 941 Wage Report File941 pre-1978 wage fileearningsPre-1978 employer quarterly records consulted in wage scouting.historical_documented2011-09-015Not proof of current file availability.R185_E016business_processIRS Form 3857 Post Office Address Development3857 postal developmentidentitySSA Form SSA-L2001 requests post-office address leads for taxpayers involved in IRS Form 3857 scrambled-earnings identity resolution.documented2025-06-135USPS response is a locating lead, not a program master-record update.R185_E017business_ruleIRS Form 3857 Numident Cross-Reference Removal After Proof3857 crossref cleanupidentityAfter adequate taxpayer and employer evidence, SSA corrects applicable earnings and removes incorrect Numident cross-references.documented2025-06-135Manual conditional correction; neither IRS-origin address nor auto correction established.R185_E018data_elementIRS Form 3857 Postal Address Investigation Lead3857 post-office addressaddress_provenancePostal response from SSA-L2001 in taxpayer identity and earnings discrepancy investigation.documented2025-06-134Actual response content and persistence not described; no automatic master-record update.R185_E019business_ruleScrambled Wages Proof of Identity Prerequisitescramble proof gateidentitySSA requires identity evidence before correcting scrambled earnings and may use original SS-5 microprints and contemporaneous employer records.documented2023-10-115No universal physical person repository inferred.R185_E020business_ruleScrambled Earnings Move-to-Suspense Rather Than Deletescrambled suspense ruleearningsWhen earnings ownership cannot be established, move wages to suspense rather than deleting wage information.documented2023-10-115Does not imply current W-2 address retained on MEF.R185_E021data_elementLatest W-2 Worker Address as Scrambled-Earnings Location Leadlatest W-2 addressaddress_provenanceAn employer-issued W-2 address may help locate an individual misusing an SSN in a scrambled-wages investigation.documented2023-10-115Not verified residence; employment and mailing address may differ.R185_E022business_process2026 WLM Limited-Rollout Initial Claims CohortWLM 2026 cohortmodernizationLimited rollout of WLM/ASC phone initial-claim appointment distribution across named states and American Samoa effective August 29 2026.limited_rollout2026-08-294SOURCE CONFLICT: Purpose lists 12 jurisdictions while operative workflow lists 14 including Nevada and Tennessee; do not generalize nationwide.R185_E023business_ruleWLM Claim-Taking Office Retains Case Beyond Geographic JurisdictionKeep What You TakeworkloadIn expanded rollout, office taking initial claim keeps ownership to adjudication even when claimant resides outside its normal jurisdiction.limited_rollout2026-08-295Applies only to enrolled cohort; not a statewide universal operating assumption.R185_E024governance_controlWLM Source Cohort Territory Inconsistency August 2026WLM cohort conflictmodernizationEM-26017 REV says 12 jurisdictions in section A but 14 in operational sections B/D, adding NV and TN; classification withheld for these two pending later corroboration.unresolved_conflict2026-08-265Intentional conflict preservation, not silent reconciliation.R185_E025business_processField Office WorkTrack Disability Hearing Evidence Manual eView ForwardingWT-to-eView manualdisability_evidenceFO technician or manager manually transfers inbound DDS/hearings documents received in WorkTrack to eView when no FO action required.documented_historical2026-02-255Emergency message retention date 2026-08-23; current 2026-10 procedure not independently confirmed.R185_E026governance_controlWorkTrack Disability Evidence Form Type and Image Quality ReviewWT evidence profile QAdisability_evidenceFO staff verify case location, submitted form type and image quality before eView transfer; correct profile as needed.documented_historical2026-02-255Manual role; avoid inference of automated DDS/eView integration.R185_E027business_processWorkTrack Manual Document Disposition via NDRED eView or PaperlessWT disposition pathsdisability_evidenceWorkTrack marks document processing complete upon disposition through documented destination repository or status action.documented_historical2026-02-255Original/certified evidence rules remain independent.R185_E028data_productSSI Notices Telephone Process Input File (2021)SSI phone notice filessi_noticeSSI Notices subsystem generates a separate file for a telephone call process along with beneficiary notices.historical_observation2021-03-255No voice system, protocol or retention inferred.R185_E029data_productSSI Payment Web Certification Reports (2021)SSI certification reportssi_paymentsSSI PAYMT creates balancing, verification and certification reports for certification analysts and a Payment Web Certification Tool.historical_observation2021-03-255Payment certification reporting, not the actual Treasury disbursement.R185_E030applicationPayment Web Certification ToolPayment Web Certificationssi_paymentsTool named as recipient of PAYMT certification reports in SSIRMS 2021 PIA.historical_observation2021-03-255Underlying implementation and current deployment not established.R185_E031business_processSSIRMS Daily Edits Rejected Transaction FO RoutingIC/PE rejection routingssiSSI Daily Edits separates rejected initial-claim/post-eligibility transactions and routes them to field offices for review.historical_observation2021-03-255Reject does not automatically alter SSR; exception handling required.R185_E032data_productSSI Financial Verification Certification Exception ReportsSSI certification exceptionssi_paymentsTreasury-origin payment exception reports generated for analysts by SSI Financial Verification system.historical_observation2021-03-255Certification exception reports, not evidence of payments recorded to SSR.R186_E001external_lookup_serviceDOJ EOIR Automated Case Information System (ACIS) WebsiteACISIdentity & EnumerationSSA POMS directs an EOIR status verification through the DOJ EOIR ACIS website; this is a verification lookup, not an SSA-master-record update.documented_as_of_source2026-10-115Specific to EOIR evidence in SSI deemed-qualified-alien cases. Storage/transport/retention of ACIS information not specified in cited POMS.R186_E002business_processSSI EOIR ACIS Immigration Order Verification WorkflowTitle XVISSA verifies claimant EOIR documentation using the EOIR Automated Case Information System and scans EOIR evidence to the Evidence Portal.documented_as_of_source2026-10-115POMS SI 00502.116 F.4.b; verification does not by itself establish SSI eligibility.R186_E003evidence_assetEOIR Immigration Order Documentary Evidence in SSI Electronic FolderTitle XVISSA scans EOIR documentation into the Evidence Portal and returns originals to the claimant as part of status determination.documented_as_of_source2026-10-115Specific to lawful presence/qualifying status. Do not infer that SSA operates EOIR ACIS.R186_E004business_processSSI Deemed Qualified Alien Battery Eligibility DeterminationTitle XVIProcess for SSI eligibility based on battery/extreme cruelty, subject to immigration verification and separate-residence evidence where applicable.documented_as_of_source2026-10-115A legal eligibility decision; not a physical person record.R186_E005program_data_ruleMSSICS Deemed Qualified Alien Z and Battery Petition Y CodingTitle XVIMSSICS initial SSI award coding uses ALIEN STATUS Z and BATTERY PETITION FILED Y for verified deemed-qualified-alien status.documented_as_of_source2026-10-115R186_E006program_data_ruleSSR Deemed Qualified Alien AR and AQ Exception CodingTitle XVIOutside MSSICS, SSA documents deemed-qualified-alien coding on SSR citizenship/alien AR field and an appropriate AQ exception category.documented_as_of_source2026-10-115R186_E007cross_system_ruleSSI Battery Eligibility MSSICS-versus-SSR Coding DivergenceTitle XVISSA expressly says battery-based SSI eligibility is coded differently on SSR and in MSSICS until further system changes.documented_as_of_source2026-10-115Do not assume identical representation or automatic propagation of status fields.R186_E008evidence_domainSSI Battery Noncohabitation Residence EvidenceAddress ProvenanceDocuments establishing that battered applicant no longer shares a residence with the abusive person may include court protection orders, work records, utilities, school, rental, shelter, and third-party signed statements.documented_as_of_source2026-10-115These are multiple independently developed provenance sources, not an automatically synchronized current address.R186_E009work_controlSSI Battery Changed-Residence 30-Day Development DiaryTitle XVIWhen applicant lives with the batterer, SSA develops proof of separate residence, allows 30 days, and diaries the claim; lack of proof may cause denial.documented_as_of_source2026-10-115This is a conditional adjudicative follow-up, not the SSR 5B IRS alert diary.R186_E010work_controlSSI Battery-Based Alien Status AT DiaryATTitle XVISSA creates an AT diary on SSI alien records whose eligibility rests on battery/extreme cruelty conditions.documented_as_of_source2026-10-115R186_E011work_controlSSI Battery Prima-Facie Status 150-Day Review DiaryTitle XVISSA diaries prima facie immigration eligibility records for 150 days from determination before reviewing approved petition or changed status.documented_as_of_source2026-10-115R186_E012work_controlSSI Battery Status Annual DHS Reverification DiaryTitle XVIAfter favorable petition processing, SSA diaries status annually and re-verifies relevant documents via SAVE until permanent residence is granted.documented_as_of_source2026-10-115R186_E013business_processSSI Battery Alien-Status Loss PR-9 and SSA-1719B Suspension WorkflowTitle XVIWhen battered-alien status or exception is lost, SSA codes AR via PR-9, documents SSR remarks, and sends an N13 1719B transaction; POMS notes a MSSICS limitation.documented_as_of_source2026-10-115POMS technical instructions specify procedure; not evidence of fully automated status updates from DHS.R186_E014data_mapping_ruleSSI IRS Government-Security Interest Payer-EIN Classification TableTitle XVIIRS special-situations policy maps government interest alerts by listed EIN to securities categories including Treasury bills, bonds and notes, savings bonds, and retirement bonds.documented_as_of_source2026-10-115EINs are payer identifiers, not beneficiary SSNs or residential addresses.R186_E015business_processSSI Bureau of Fiscal Service Securities Verification Via Parallel Field OfficeTitle XVIFor questioned federal securities, SSA uses an SSA-562-UF through a designated parallel field office to seek Fiscal Service verification, not direct contact.documented_as_of_source2026-10-115Appropriate notice/consent and IRS alert copy with unrelated transactions obscured are required.R186_E016disclosure_controlSSI Treasury Securities SSA-8510 Consent and IRS-Alert Redaction GateTitle XVIFiscal Service security verification request includes a signed SSA-8510 and redacted IRS alert. If representative payee signs, special authority language is added.documented_as_of_source2026-10-115Do not infer a generic unrestricted IRS or Treasury information-sharing permission.R186_E017business_processSSI Agricultural Subsidy IRS Alert County-Office Locator WorkflowTitle XVIWhen a recipient denies agricultural subsidy or farm ownership, SSA uses payer-account information and parallel FO 736 to identify appropriate USDA Farm Service Agency county office for verification.documented_as_of_source2026-10-115Farm county is a business verification lead, not claimant residential address; unrelated alert data redacted.R186_E018business_ruleSSI IRS Tax-Refund Interest Receipt Allegation RuleTitle XVIAn IRS payer entry on an interest alert denotes tax-refund interest; POMS directs SSA to ask the recipient for receipt evidence and otherwise accept the date allegation rather than contacting IRS.documented_as_of_source2026-10-115R186_E019exchange_data_productCMS Monthly SSI Medicare Buy-In Accretion Informational AlertMedicare / External ExchangesCMS sends participating alert States a monthly informational record identifying SSI recipients potentially eligible for Medicare buy-in accretion.documented_as_of_source2026-10-115Informational alert only; an SSA change to Numident/MBR/SSR is not asserted.R186_E020exchange_data_productCMS Monthly SSI Medicare Buy-In Deletion Informational AlertMedicare / External ExchangesCMS sends a monthly potential buy-in deletion alert to participating States when system is notified SSI terminated and beneficiary is still on buy-in.documented_as_of_source2026-10-115R186_E021data_mapping_ruleCMS State Buy-In HIM Multi-Field Identity Matching KeyPerson/Identity NexusBefore State accretion to Third-Party Master, record must match HIM on Medicare claim number/BIC plus partial surname, given name, sex and date of birth fields.documented_as_of_source2026-10-115A program-specific matching gate; not evidence of a universal Person physical repository.R186_E022exchange_data_productCMS State Buy-In Action Acknowledgment-Reject-Interim Response SetMedicare / External ExchangesCMS Third-Party System returns accepted, rejected with reason, or interim responses to state accretion/deletion requests; interim may require later monthly resolution.documented_as_of_source2026-10-115Paper response may substitute for electronic final disposition in exceptions.R186_E023business_ruleCMS Medicare Buy-In Accretion Date Entitlement Floor RuleMedicare / External ExchangesThird-Party System adjusts state buy-in accretion effective date forward to Medicare entitlement date when state-submitted date precedes entitlement.documented_as_of_source2026-10-115R186_E024business_ruleCMS State Buy-In Retroactive Deletion Two-Month LimitMedicare / External ExchangesHistorical 1972 Commissioners Decision limits deletions to two months retroactive from month buy-in system receives deletion action; POMS revised July 2026.documented_as_of_source2026-10-115Rule originated prior to 20-year search window; included because current authoritative POMS describes processing rule.R186_E025exchange_data_productSSA-to-CMS Monthly Medicare Buy-In Death Deletion RecordMedicare / External ExchangesIf SSA receives death information for someone on buy-in, SSA sends a monthly death deletion record to CMS; CMS updates state billing notice.documented_as_of_source2026-10-115This is a documented downstream buy-in deletion, not evidence of death update to Numident from this process.R186_E026exchange_data_productSSA-to-CMS Monthly Medicare Eligibility Loss Deletion RecordMedicare / External ExchangesSSA sends monthly Medicare-loss deletion actions to CMS when beneficiary loses Medicare eligibility for specified reasons such as disability entitlement cessation.documented_as_of_source2026-10-115R186_E027document_data_productSSA-1696-APP Electronic Appointment Intake ImageRepresentative and HearingsA signed electronic SSA-1696 produces an SSA-1696-APP image received by the servicing field office through WorkTrack for technician processing.documented_as_of_source2026-10-115No claim that e1696 portal itself makes an authoritative eRPS appointment without technician review.R186_E028service_limit_rule2025 TNEV Ten-SSN Maximum Speech Verification BatchIdentity & EnumerationSSA February 2025 PIA says automated telephone employer verification allows employers/authorized third parties to verify at most ten employee SSNs per call.documented_as_of_source2026-10-115Design described in 2025 PIA; deployment in 2026 is not independently verified by PIA alone.R186_E029authentication_control2025 TNEV Single-Attempt IRES Spoken-Credential GateIdentity & EnumerationTNEV PIA requires speech input of IRES user ID and password with a single authentication attempt before EIN and worker SSN verification.documented_as_of_source2026-10-115PIA describes proposed/defined service, not an asserted ongoing ability in 2026.R186_E030authorization_ruleWEIA Representative-Payee Versus Legal-Guardian Authority RulePerson/Identity NexusA representative payee alone cannot provide wage and employment information authorization for a competent claimant; parent or legal guardian status supplies authority for minor or legally incompetent person.documented_as_of_source2026-10-115Explicit legal capacity rule; representative-payee appointment is not equivalent to legal guardianship.R186_E031authorization_ruleWEIA Concurrent Title II and Title XVI Separate Grant RequirementPerson/Identity NexusConcurrent SSDI/SSI applicants and recipients must supply program-specific wage information authorization for each program; one program grant does not cover the other.documented_as_of_source2026-10-115R186_E032authorization_ruleWEIA Written Revocation Propagates to Both ProgramsPerson/Identity NexusA signed or attested written WEIA revocation applies to any active Title II and Title XVI authorizations after SSA processes the revocation, without affecting benefit eligibility.documented_as_of_source2026-10-115Separate initial grants, but a revocation must be applied to both programs where active.R186_E033authorization_workflowSSA-8240 Non-SSI-Claims-System Paper-Form Intake and EP RetentionEarningsFor non-SSI Claims system cases, SSA obtains paper SSA-8240, uploads it to Evidence Portal, then records authorization in WEIA application if case later enters the SSI Claims system.documented_as_of_source2026-10-115PIE wages must not be mistaken for authorization by generic third-party SSA-8510 or medical SSA-827.R186_E034authorization_ruleSSA-8510 Wet-Signature Third-Party Information Authorization GateTitle XVISSA POMS SI 00601.100 states that SSA-8510 is not attestable and requires a wet signature for third-party evidence; medical SSA-827, wage SSA-8240 and bank SSA-4641 have separate authorization rules.documented_as_of_source2026-10-115R186_E035adjudication_controlDDS Reconsideration De Novo Independent Reviewer RequirementDisability and EvidenceSSA POMS DI 27001.010 requires a new review by DE/MC/PC other than reviewers at initial disability determination, based on complete old and new evidence.documented_as_of_source2026-10-115Different reviewing staff, not an independent physical repository.R186_E036development_workflowDDS Reconsideration Previously Unresponsive Medical Source RecontactDisability and EvidenceDDS reconsideration must request evidence from sources missed, unresponsive or not fully developed at initial determination, and develop medical changes after initial determination.documented_as_of_source2026-10-115R186_E037evidence_lineage_ruleDDS Reconsideration Prior Folder Evidence Reuse and Copy RuleDisability and EvidenceAt reconsideration, DDS reviews all available previous paper and electronic disability folders and copies relevant evidence into current folder, maintaining historical claim context.documented_as_of_source2026-10-115Copying into current case is not automatic correction of earlier evidence.R186_E038development_workflowDDS Reconsideration Changed Function Report to DCPS-DDE DocumentationDisability and EvidenceChanged functional allegations at reconsideration require an updated SSA-3373-BK or a documented case note in DCPS written through to DDE; unchanged function does not require another report.documented_as_of_source2026-10-115R186_E039evidence_development_ruleSSI Good-Faith Evidence Development Case-by-Case Extension RuleTitle XVISSA POMS SI 00601.100 permits reasonable evidence deadlines extensions within 30-day increments for special circumstances; claimant good-faith and SSA assistance drive appropriate decisions.documented_as_of_source2026-10-115R187_E0001application_componentSSOARS iStore Procurement ComponentFinance / AccountingThe FY2024 and FY2025 SSA financial reports name iStore as part of SSOARS, an Oracle Federal Financials-based accounting environment.documented2025-09-305R187_E0002authentication_serviceSSOARS Service Single Sign-OnFinance / IdentitySSA identifies a single-sign-on component of SSOARS, with a multifactor-authentication-compliant invoice-approval sign-on implementation/reimplementation reported in 2024 and 2025.documented2025-09-305R187_E0003authentication_controlSSOARS Invoice Approval MFA Single Sign-On ControlFinance / CybersecuritySSOARS invoice-approval users have an SSA-reported MFA-compliant single-sign-on control that was reimplemented during FY2025.documented2025-09-305R187_E0004reporting_applicationSSOARS WebFOCUS Reporting ReplacementFinance / ReportingFY2024 SSA financial report states WebFOCUS was implemented as a reporting replacement for business intelligence publication and portal tools.documented2024-09-305FY2024 implementation; precise FY2026 live state not independently verified.R187_E0005application_componentSSOARS Business Intelligence PublisherFinance / ReportingFormer SSOARS business-intelligence reporting component; FY2024 SSA report described a planned retirement following WebFOCUS deployment.historical_retirement_planned2024-09-305Do not assert the planned December 2024 retirement actually occurred.R187_E0006application_componentSSOARS WebCenter Reporting PortalFinance / ReportingFormer SSOARS reporting/portal component; planned retirement was discussed after WebFOCUS implementation in FY2024.historical_retirement_planned2024-09-305R187_E0007application_componentSSOARS Preventive Controls Governor Legacy SoftwareFinance / Internal ControlFY2025 financial report says unsupported commercial-off-the-shelf Preventive Controls Governor software was replaced by SSA-developed custom configurations for validations.replacement_reported_fy20252025-09-305R187_E0008application_componentSSOARS Custom Financial Form and Field ValidationsFinance / Internal ControlSSA FY2025 reports agency-developed custom configurations replacing unsupported preventive-control software for form and field changes and validations.documented2025-09-305R187_E0009application_componentSSOARS General Ledger Upload ReplacementFinance / AccountingFY2025 SSA reports implementing a general-ledger upload solution to replace Oracle technology dependent on ActiveX.documented2025-09-305R187_E0010legacy_application_componentSSOARS Former ActiveX-Dependent General Ledger UploadFinance / AccountingAn earlier Oracle-technology general-ledger upload process depended on ActiveX and was replaced in FY2025 according to SSA financial reporting.superseded_fy20252025-09-305R187_E0011data_standardGovernmentwide Spending Data Model Version 1.0.1Finance / Procurement DataSSA FY2024 report identifies the Governmentwide Spending Data Model (GSDM) v1.0.1 for DATA Act spending reporting.documented2024-09-305R187_E0012data_quality_controlSSA DATA Act Submission Data Quality PlanFinance / PublicationSSA reports maintaining a quality plan with internal controls over input and validation of federal spending submissions to USAspending.gov.documented2025-09-305R187_E0013procurement_data_productSSA FY2023 Unlinked Federal Award Submission PopulationProcurement / Open DataSSA FY2024 financial report reports 484 unlinked contract and financial-assistance awards in FY2023; 93 percent were zero-dollar or micropurchase awards. The data may change between federal spending submissions.documented2023-09-305R187_E0014procurement_data_productSSA FY2024 Unlinked Federal Award Submission PopulationProcurement / Open DataSSA FY2024 financial report reports 669 unlinked contract and financial-assistance awards; 95 percent were zero-dollar or micropurchase awards. These are externally unlinked USAspending records, not proof of unrecorded federal obligations.documented2024-09-305R187_E0015procurement_data_productSSA FY2025 Unlinked Federal Award Submission PopulationProcurement / Open DataSSA FY2025 financial report identifies 2,512 unlinked award records in FY2025 federal spending submissions; 98 percent were zero-dollar or micropurchase awards, which link internally but not externally on USAspending.gov.documented2025-09-305R187_E0016data_quality_constraintUSAspending Internal-Only Award Linkage CaveatProcurement / Geographic AnalyticsFY2025 SSA report cautions that certain zero-dollar and micropurchase award records are linkable inside SSA systems but not externally on USAspending.gov and counts change with resubmission.documented2025-09-305R187_E0017financial_reporting_controlSSA Treasury Account Symbol Obligation Reporting ReconciliationFinance / PublicationSSA states DATA Act reporting covers every Treasury Account Symbol since second quarter FY2017 and had no obligation reporting difference by FY2025.documented2025-09-305R187_E0018data_governanceSSA Analytics and Improvements Data Inventory ComponentEnterprise / Asset InventoryFY2025 SSA financial report states the agency established an Analytics and Improvements component to centralize authority for data inventory, using existing tools such as Enterprise Data Catalog with full implementation targeted for January 2026.established_full_implementation_planned_2026_012025-09-305No independent confirmation of target completion by October 2026.R187_E0019data_catalogSSA FY2025 Enterprise Data Catalog Inventory CapabilityEnterprise / Data GovernanceSSA FY2025 financial report names Enterprise Data Catalog as an existing tool to support centralized data inventories; the report does not identify product vendor or establish a particular integration with a separately cataloged Informatica platform.documented2025-09-305Vendor/product correspondence to other Atlas entries is unresolved and therefore not asserted.R187_E0020modernization_projectSSA Centralized Governance Risk and Compliance Platform TransitionCybersecurity / GovernanceFY2025 financial report describes transition to a new centralized governance, risk and compliance platform to consolidate asset inventories; product, completion, and hosting are not named.in_transition_fy20252025-09-305R187_E0021security_processSSA Enterprise Logging Level 1 Asset OnboardingCybersecurity / LoggingSSA FY2025 says the majority of initial enterprise logging Level 1 asset onboardings were completed under OMB M-21-31.majority_onboarded_fy20252025-09-305R187_E0022security_processSSA Enterprise Logging Level 2 System OnboardingCybersecurity / LoggingSSA FY2025 says it was actively onboarding qualifying information systems to the higher Level 2 logging standard; no total completion attested.ongoing_fy20252025-09-305R187_E0023audit_findingSSA FY2025 FISMA Audit Overall Not Effective AssessmentCybersecurity / OversightSSA FY2025 AFR reports EY assessed its overall FY2025 FISMA program Not Effective; incident response program separately received Effective rating.documented2025-09-305R187_E0024audit_findingSSA FY2025 FISMA Incident Response Effective AssessmentCybersecurity / OversightSSA FY2025 reports EY assessed the incident response domain Effective while overall program was Not Effective.documented2025-09-305R187_E0025security_processSSOARS CISA Known Exploited Vulnerability Patching WorkflowFinance / CybersecurityFY2025 SSA reports monitoring and patching multiple CISA Known Exploited Vulnerabilities in SSOARS, without naming specific CVEs.documented2025-09-305R187_E0026external_identifierIRS Individual Taxpayer Identification Number in SSA Earnings Discrepancy ReviewsIdentity / EarningsPOMS RS 01404.254 states an IRS-issued ITIN may be the nine-digit number a person used for employment; that fact alone does not prove intentional fraud or alter the assigned Numident SSN.documented2026-03-205R187_E0027external_servicePublic Access to Court Electronic Records Federal Court QueryFederal Judiciary / VerificationSSA regional counsel is directed by POMS to query PACER for federal convictions associated with use of another person’s SSN in a specific Title II claim review.documented2026-03-205R187_E0028business_roleSSA Regional Office Center for Program Support Ensign Referral RoleSSA / Regional OperationsRegional Center for Program Support receives Title II cross-SSN earnings referrals from field offices, routes them to regional counsel, and relays dispositions to the initiating field office.documented2026-03-205R187_E0029business_roleSSA Regional Counsel Ensign Conviction Review RoleSSA / LegalRegional general counsel office queries PACER to assess federal conviction information for Title II Ensign Amendment questions; results returned via CPS.documented2026-03-205R187_E0030claims_processing_workflowTitle II Ensign Amendment Cross-SSN Work and Conviction ReviewTitle II / Earnings IdentityDocumented Title II procedure when insured status is missing and claimant reports work under a different SSN, or when a pertinent federal criminal proceeding is reported; routing is FO to CPS to regional counsel and back.documented2026-03-205R187_E0031work_controlEnsign Amendment Fifteen-Day Listing Code 425 Followup DiaryTitle II / Regional ReviewPOMS requires the field office to diary Ensign referrals for 15 days using listing code 425 and follow up if CPS has not responded.documented2026-03-205R187_E0032source_address_attributeEnsign Cross-SSN Referral Names and Addresses UsedPerson / Address ProvenanceFor Ensign regional referral, field office transmits the claimant address of record plus other names and addresses used. These are investigation/referral attributes, not independently verified current residence or master-record updates.documented2026-03-205R187_E0033program_integrity_controlEnsign SSN Knowing Intent Fraud Referral ThresholdSSA OIG / Fraud ReferralsSSA policy requires knowledge and intent in referral analysis; use of another SSN or IRS-issued ITIN alone is not sufficient to conclude fraud, with all-zero employer placeholder treated as an exception.documented2026-03-205R187_E0034administrative_databaseSSA Religious Exemption Unit Form 4029 DatabaseIdentity / Tax ExemptionsPOMS RM 04906.001 documents the Religious Exemption database for retaining and updating IRS Form 4029 exemption-request statuses and related processing records.documented2022-12-295Database physical implementation, hosting, retention, and current deployment not specified.R187_E0035reference_databaseForm 1458 Religious Group Lookup DatabaseIdentity / Tax ExemptionsSSA religious-exemption technicians consult Form 1458 religious-group lookup database and update representative contact details upon signed authorized notice.documented2022-12-295R187_E0036external_business_processIRS Ministers Waiver Unit Form 4029 Approval ChannelIRS / Tax ExemptionsIRS Ministers Waiver Unit returns signed approval/denial status for religious exemption IRS Form 4029 and processes certain authorized third-party requests.documented2022-12-295R187_E0037identity_attributeNumident Q/FICA Religious Tax Exemption IndicatorNumident / Identity StatusSSA POMS states an approved IRS Form 4029 supports placing Q/FICA waiver indicator on Numident, with SSA staff keying information through ESCORR and reconciling absent indicators.documented2022-12-295R187_E0038source_address_attributeReligious Exemption Requester Mailing Address for AuthenticationIdentity / Address ProvenanceSSA POMS permits requesting a current mailing address when authenticating a person requesting a copy/status of IRS Form 4029; not proof of a master residence attribute.documented2022-12-295R187_E0039communication_channelSSA eMailer Supplemental Evidence Request ChannelTitle XVI / Evidence DevelopmentSSI POMS permits eMailer as supplemental way to request proof or communicate about evidence, but it does not replace statutory mailed SSI notices.documented2025-04-245Product architecture unspecified by POMS; do not presume delivery automation or system integration.R187_E0040notice_business_ruleSSI N20 Followup Mailed-Notice RequirementTitle XVI / NoticesUnder SSA SSI whereabouts-unknown procedures, mandatory written notices remain mailed even where eMailer may supplement proof requests; direct recipient and payee addresses may differ.documented2025-04-245R187_E0041document_retention_ruleSSI N20 Notice ORS Electronic Copy and RetentionTitle XVI / Notice HistoryDPS, SSTNG, and other compatible notice generation systems can retain electronic copies through ORS; manually generated notices may require separate electronic document routing. No blanket equivalence of media or retention periods asserted.documented2025-04-245R187_E0042address_provenance_ruleUSPS SSI Returned-Mail Forwarding Address as Investigative LeadTitle XVI / Address DevelopmentWhere undeliverable SSI mail carries a forwarding-address indication, SSA policy calls for further notice/address development, not an automatic SSR update.documented2025-04-245R187_E0043work_controlSSI N20 Unlocated Recipient Followup TimelineTitle XVI / NoticesPolicy includes initial 30-day recipient contact, subsequent 15-day contact and 10-day followup stages for relevant SSI N20 development; steps depend on notice type and responses.documented2025-04-245R187_E0044data_retention_observationSSI IRS Interface Most-Recent-Two-Years Match Data WindowTitle XVI / IRS InterfaceSSA POMS SI 02310.045 states its SSI/IRS alert database contains the most recent two years of IRS matching data. This is a rolling data availability observation, not a legal system-wide retention schedule.documented2017-01-255R187_E0045workload_scheduleSSI IRS Five-B Diary Scheduled October February June ReleasesTitle XVI / RedeterminationsPOMS SI 02305.017 (July 2026) specifies 5B IRS-interface diary workload releases in October, February and June, distinct from IRS raw data updates.documented2026-07-025R187_E0046operational_data_storeSSI Post-Entitlement Operational Data Store for Pension Alert ReviewTitle XVI / IRS Pension InterfaceSSI POMS SI 02310.052 instructs technicians to use the Post Entitlement Operational Data Store to identify records carrying 5H pension alert diary before determining which person the data concern.documented2017-01-255POMS names PE ODS. Exact storage, retention and physical platform unspecified.R187_E0047income_matching_ruleSSI 1099-R Pension Five-H Diary Amount Comparison RuleTitle XVI / Program IntegritySSA compares IRS 1099-R pension SSN/amount against SSR unearned income; threshold includes at least $12 difference for eligible pre-January claimants, or absent relevant SSR entries for later eligibility.documented2017-01-255R188_E0001data_attributeIRS-Origin W-2 W-2c and Schedule SE Tax-Form Address for ORES GeographyTax-form addressPerson / Address Provenance / EarningsFull address as reported on employer or self-employment tax forms; OEIS extracts it in a separate research process to assign geographic codes, not to certify a current beneficiary residence.historical_research_input_documented2022-025R188_E0002statistical_processOEIS Separate Tax-Form Address Extraction for ORES and OACTOEIS address extractEarnings / OACT / ResearchOffice of Enterprise Information Systems extracts address information from Forms W-2, W-2c and Schedule SE separately from the programmatic annual wage-reporting process.historically_documented2022-025R188_E0003technologyPitney Bowes Finalist Worker State-County Coding Software in OEIS Research ProcessingFinalistAddress / Historical TechnologySSA researchers document use of Pitney Bowes Finalist to generate state-and-county residence codes from addresses in federal tax forms in OEIS processing. No claim about 2026 use or vendor contract.historical_documented_use2022-025R188_E0004data_artifactMGD Job-Level State and County Code Derived from Tax Form Addressjob-level SCCEarnings / Research / Geographic CodingState/county code generated at job and tax-form record level before assigning one geographic code to a worker SSN.historical_research_intermediate2022-025R188_E0005data_storeMGD Historical Tape File of Tax-Form Geographic Coding ResultsMGD code tapeEarnings / Research / Historical Storage2022 SSA research documents geographic coding outputs extracted into tape files during the original MGD pipeline; storage applies to that historical research design only.historical_only2022-025R188_E0006statistical_processMGD Tax-Year One-State-County-Code-Per-Worker SelectionMGD one SCC selectionEarnings / Research / Geographic CodingProcess collapses one or more job-level state/county codes into a single code for each SSN within the primary tax-year MGD file.historically_documented2022-025R188_E0007data_artifactMGD Gold-Standard Single-Code Worker RecordsMGD gold-standardEarnings / Research / Geographic CodingWorker records with exactly one county/state code from the OEIS/Finalist extraction; these require no ambiguous geographic assignment.historical_research_intermediate2024-025R188_E0008statistical_methodMGD ZIP-Code Frequency Imputation for Missing Worker CountyMGD county imputationEarnings / Research / Data QualityWhen an SCC is unavailable, uses frequency distribution of known SCCs in gold-standard records sharing ZIP codes to impute county/state; ambiguous multi-code cases use additional defined selection steps.historically_documented2024-025R188_E0009administrative_extractMGD Numident Worker Demographic and SSN Validation EnrichmentMGD Numident enrichmentPerson / Identity Nexus / ResearchFor each SSN, the research process checks presence in Numident and adds sex, date of birth, death, and date the death was posted; absent SSNs are marked invalid and demographics missing.historical_research_data2024-025R188_E0010data_storeMaster Geographic and Demographic Standalone Tax-Year Research FileMGDEarnings / Statistical Data ProductionOne standalone MGD file per primary tax year assembled from tax-form geographic codes and Numident demographics. The 2024 report describes files for tax years 2014–2020, with the subsequent SSA research note documenting 2021.historical_observed_research_files2024-025Separate from MEF. Historical 2014-2021 research vintages, not an operational address master.R188_E0011data_productMGD Thirty-Two-Report Annual Data Processing Audit PackageMGD audit reportsEarnings / Statistical Data Production / Data QualityThe historical MGD process produces 32 reports per year tracking tax input volume, valid SSNs, source forms, coding, demographic coverage and imputations.historical_documented2024-025R188_E0012data_elementMGD State-and-County Assignment Method Provenance FieldSCC methodAddress / Statistical ProvenanceMGD output field records how the statistical geography was assigned rather than treating every state/county code as observed directly.historical_documented2024-025R188_E0013data_quality_ruleMGD Primary Tax-Year-Plus-One Processing-Year Inclusion RuleMGD y+1Earnings / Statistical Data QualityOriginal MGD builds include primary-tax-year forms processed in the immediately following calendar year; later or earlier processing may be excluded.historical_documented2024-025R188_E0014data_quality_ruleMGD Late-Filed Tax Form Address Temporal Reliability Caveattax-form address lagAddress / Research / Data QualityLate-reported tax forms may reflect an address from a time other than the analysis year, complicating a residence inference; no SSA master address write is documented.historical_analytical_limitation2024-025R188_E0015data_quality_ruleMGD Unmatched Numident SSN Not Necessarily Programmatically ValidatedMGD invalid SSNPerson / Identity Nexus / Data QualityResearch file can include SSNs not found in Numident because raw tax-form extraction is distinct from programmatic MEF cleaning and validation; no correction procedure established in this file.historical_documented2024-025R188_E0016statistical_data_productMGD Preliminary 2014–2021 Worker Geography and Earnings-Type CountsMGD preliminaryResearch / Public StatisticsSSA 2024 research note provides preliminary worker counts by age, sex, state, and earnings-type categories using 2014–2021 MGD files; it does not establish final official replacement of county earnings publication.research_preliminary20245R188_E0017data_elementMGD Standard FIPS State-County Geographic CodeMGD FIPS SCCPublications / Geographic CodesStatistical county codes conforming to standard FIPS classification in the new research process, rather than historical undocumented SSA assignment codes.historical_documented2022-025R188_E0018historical_research_sampleTen-Percent CWHS Plus All High Earners Statistical Research Sample10-CWHS-HEEarnings / Research / SampleSSA 2022 research describes building a worker sample with 10-percent CWHS frame plus everyone whose earnings exceeded Social Security taxable maximum in any year from 1978 onward, as an intended publication-sample enhancement.historical_research_development_not_proven_replacement2022-025R188_E0019modernization_planORES Planned Geographic and Demographic Earnings Publication Upgrade Using MGDMGD publication upgradePublications / Earnings Statistics2022/2024 SSA research discusses planned linkage of MGD geographic indicators with larger MEF-based earnings sample for county tables and lower suppression; implementation of full production replacement is not established.historical_plan_only2024-024Current 2026 publication algorithm remains unverified.R188_E0020data_quality_ruleMGD Geographic Output Does Not Contain Taxable Earnings AmountsMGD no earningsEarnings / Statistical Data QualityMGD output alone cannot establish covered or taxable earnings amounts; separate MEF or sample earnings information is necessary for estimated taxable wages.historically_documented2024-025R188_E0021research_databaseDisability Analysis Support Hub Longitudinal Research DatabaseDASHDisability / Research / AppealsDaily-refreshed longitudinal research database assembled by SSA research office from multiple electronic disability processing and decisional systems; covers initial, reconsideration, hearings and appellate case records.historical_2022_observation2022-095R188_E0022research_datasetTime Reference for Management Information Disability Temporal DatasetMTIMEDisability / Research / TimeSSA research temporal data set supporting processing-time and survival-period calculations for SSI recipients and DI beneficiaries; used with DASH in 2022 research.historical_2022_observation2022-095R188_E0023statistical_processDASH and MTIME Research Join for Disability Case AnalysisDASH-MTIME joinDisability / Statistical AnalysisResearch process combines longitudinal case data from DASH with MTIME dates for QDD cohort analyses.historical_documented2022-095R188_E0024data_structureDASH Case-Level Consolidation of Multiple Disability Claim RecordsDASH research caseDisability / Person / ClaimsThe note distinguishes claims (single application records) from research cases that merge an individual's multiple records into a single case file.historical_documented2022-095R188_E0025statistical_data_productDASH Quick Disability Determination Flag and DDS Receipt Research PopulationDASH QDD cohortDisability / DDS / StatisticalDASH supported analysis of disability determination receipts, flagged and unflagged QDD cases, and applicant survival status for fiscal years 2015–2020.historical_research_data2022-095R188_E0026statistical_definitionMTIME Nonstandard Fiscal-Year Boundary (Last Friday September)MTIME fiscal-yearDisability / Statistics / TimeThe 2022 research note defines MTIME fiscal year from last Friday of September to next last Friday, unlike the federal fiscal-year month boundary.historical_analytical_definition2022-095Do not compare MTIME FY aggregates directly with Oct 1-Sep 30 reports without normalization.R188_E0027workflow_ruleQDD Priority Disability Case One-Working-Day DDS Assignment Historical RuleQDD one-day DDSDisability / DDS / AdjudicationQDD screening design prioritized cases flagged by predictive model for assignment to trained adjudicators within one working day of DDS receipt; flag does not itself determine allowance.historical_reported_operation2022-095R188_E0028data_productOIG ICMS FBI NIBRS Standardized Incident Reporting DatasetNIBRS extractOIG / Program Integrity / External Data ExchangeOIG June 2026 testimony reports that NIBRS-certified automated submissions pull incident reporting data from ICMS to FBI; dataset representation does not assert precise schema.reported_FY2026_active2026-06-105R188_E0029development_artifactOIG FY2026 Investigative Analytics Index and Requirements Work ProductOIG analytics indexOIG / Program Integrity / Data AnalyticsSSA OIG says in FY2026 it began creating index files, requirements and documentation for planned analytics platform supporting audit/investigation extractions.development_not_verified_production2026-06-105R188_E0030digital_intakeOIG Public Fraud and Imposter Scam Reporting Web-Form RedesignOIG fraud formOIG / Program Integrity / Digital IntakeFY2026 testimony documents OIG redesign of public fraud and imposter-scam reporting web forms for better intake quality; exact software and database route not disclosed.historical_FY2026_work2026-06-105R188_E0031investigative_data_productOIG Over-100 Earners Cross-SSN Mismatched Number-Holder Referral ReviewOIG aged-earners referralOIG / Person Identity / Program IntegrityOIG FY2026 described ICMS enhancements to review/referral data for individuals over 100 with earnings when SSN does not match true number-holder identifying information.documented_FY2026_capability2026-06-105Referral/analytics gate only. OIG testimony does not establish direct Numident or MEF updates.R188_E0032retention_ruleSSI IRS Alert Physical or Electronic Copy Destruction after VerificationSSI tax alert destructionIRS / Title XVI / RetentionPOMS SI 02310.040 says destroy tax-data alert after verifying data unless retaining it as a disposition record; do not leave original alert in case file.operational_policy_revised_20202020-07-095R188_E0033data_elementSSI IRS Alert Payee Address as Restricted Tax DataIRS payee addressAddress / IRS / Title XVITax-data definitions explicitly include taxpayer name, address, SSN, payer and transaction details; a payee may be someone using another taxpayer SSN.operational_policy_revised_20202020-07-095Restricted IRS alert attribute, not authoritative program mailing/residence data.R189_E001legacy_applicationAutomated Sample Selection Program (ASSP)ASSPDisability / DDS2012 SSA-authored DDS electronic data-processing documentation identifies an automated QA sample-selection system with a quality-assurance database and federal sample-selection features.historically_documented_20122012-08-225R189_E002historical_data_storeASSP Quality Assurance Database (2012)Disability / DDSHistorical QA database included in automated DDS case sample selection; physical DBMS and subsequent status not described.historically_documented_20122012-08-225R189_E003historical_business_functionASSP Federal Disability Sample Selection (2012)Disability / DDSFederal sample selection capabilities documented within 2012 ASSP.historically_documented_20122012-08-225R189_E004governance_controlDDS Major IT Replacement Feasibility and Cost-Benefit Approval GateDisability / DDS / ProcurementDDS new or replacement hardware/software generally requires complete feasibility study and cost-benefit review with Central Office approval; POMS excepts SSA SSADARS.documented_2026_policy2026-09-105R189_E005legacy_or_undetermined_systemSSADARS (SSA-Developed DDS System Reference)SSADARSDisability / DDSNamed SSA-developed DDS system explicitly excepted from DDS replacement-system feasibility review; expansion, underlying stack, and current status not established by public POMS.named_in_2026_policy_status_unverified2026-09-104Do not infer the acronym expansion, SSA deployment, hosting or stack.R189_E006governance_controlDDS Regional Information Security Officer System-Design Approval GateDisability / DDS / SecurityDDS feasibility and IT system proposals require regional ISO engagement from initial planning and ISO approval.documented_2023_policy2023-09-265R189_E007governance_controlDDS Offsite Program Backup and Continuity Requirement (2023)Disability / DDS / Recovery2023 DDS security policy requires backups of programs to fireproof offsite storage and recovery planning; not proof of present physical tape reliance.documented_2023_policy2023-09-265R189_E008form_lifecycle_rulePost-December-2024 SSA-1696 Current-Edition Acceptance RuleRepresentatives / Identity2026 POMS rejects obsolete versions signed on or after December 9 2024; appointments established before date remain valid, with later updates needing current form.documented_policy_20262026-10-025R189_E009governance_controlSSA-1696 Representative-Appointment Signature MatrixRepresentatives / IdentityUpdate to principal representative requires claimant signature; certain representative affiliation/fee assignment details require representative signature; scope, fee arrangement and other claimant additions require both signatures.documented_policy_20262026-10-025R189_E010authorization_ruleRepresentative Appointment Claim-Level Scope Non-Propagation Rule (2026)Representatives / IdentitySSA honors individual claimant-selected case scope; a representative appointed on Title XVI does not automatically represent a subsequently filed Title II claim.documented_policy_20262026-10-025R189_E011transaction_exception_ruleSSA-1696 Fee Assignment Failure Does Not Invalidate AppointmentRepresentatives / PaymentIf SSA cannot process entity-directed fee assignment requested on SSA-1696, SSA continues appointment registration and informs representative; appointment and payment-assignment processing are independent.documented_policy_20262026-10-025R189_E012authorization_ruleSSA-1696 Entity Affiliation Versus Named Representative ValidationRepresentatives / IdentityEntity may receive properly authorized fee assignment but cannot be appointed as the individual claimant representative; affiliation must exist via SSA-1699 registration.documented_policy_20262026-10-025R189_E013resource_valuation_ruleSSI First-of-Month Financial Account Valuation RuleTitle XVI / Financial DataFirst-of-month balance, or prior-month final balance when opening balance unavailable, is resource valuation for given month with applicable statutory exclusions.documented_2026_policy2026-09-105R189_E014verification_processAFI eAFI and e4641 Dual-Component Account VerificationTitle XVI / Financial DataAFI program includes eAFI in SSI Claims and separate e4641 website; electronic verifications access FI account balances, fallback uses paper SSA-4641 for nonparticipants.documented_2026_policy2026-09-105R189_E015authorization_controlSSI Financial Verification Permission Recording and ReuseTitle XVI / Financial DataPermission collected in application, redetermination, or SSA-4641 is recorded on SSI Claims Financial Institutions Permission page; waiver evidence may verify relevant SSI months when permission applies.documented_2026_policy2026-09-105R189_E016evidence_ruleSSI AFI Alternative Bank Evidence Priority and Post-Adjudication ReviewTitle XVI / Financial DataAlternative sequence: complete statements first; then other FI records including telephone; last signed statement; pending AFI responses after adjudication processed separately as post-eligibility action.documented_2026_policy2026-09-105R189_E017operational_controlAFI Required Negative Search and 25-Month Historical Balance WindowTitle XVI / Program IntegrityWhere AFI verification required, technicians request negative searches and verify up to 25 prior months even when claimant supplies other evidence.documented_2026_policy2026-09-105R189_E018post_eligibility_workflowAFI Post-Adjudicative Late Financial Response ProcessingTitle XVI / Program IntegrityFI responses arriving after alternative evidence allowed adjudication are processed as distinct post-eligibility work, not retroactively assumed same initial response.documented_2026_policy2026-09-105R189_E019attribute_dataSSI Financial Institution Branch Address Resource AttributeTitle XVI / Address ProvenanceBank/financial institution name and address recorded on SSI Claims Financial Institution Accounts page with number and account designation; bank contact address, not claimant residence.documented_2026_policy2026-09-105R189_E020privacy_controlSSI AFI Automated Telephone Credential Self-Entry RuleTitle XVI / Financial DataWhen technicians use FI automated phone access, individuals enter account passwords or PINs; employees may not solicit or enter customer secret credentials and discontinue insecure three-way call.documented_2026_policy2026-09-105R189_E021vendor_interaction_ruleAFI Participating Bank Vendor-Only Verification EscalationTitle XVI / Financial DataOnce electronic verification requested from participating FI, vendor rather than SSA technicians must liaise with FI on unresolved information; no vendor company identity asserted.documented_2026_policy2026-09-105R189_E022resource_calculation_ruleSSI AFI Early Deposit and Tax-Refund Balance ExclusionTitle XVI / Financial DataWhen material to SSI eligibility, employees subtract qualifying early benefit deposits and still-excluded tax-refund amounts from account resource balance and document the exclusion on FI account page.documented_2026_policy2026-09-105R189_E023actuarial_scenarioOACT E2.16 Taxable Earnings Above $250,000 Solvency Proposal (Illustrative)Actuarial / Scenario DataLong-range OASDI proposal E2.16 models expanded payroll-tax base, augmented wage-index assumption, additional AIME+ and 2% factor on covered above-maximum earnings. It is not enacted policy.illustrative_proposal2026-10-115R189_E024actuarial_data_productOACT E2.16 Annual Cost-Income-Balance and Trust-Ratio Data SeriesActuarial / PublicationAnnual modeled OASDI cost, income, annual balance, and trust-fund ratio compared with current-law baseline in E2.16 scenario; output vintage must accompany every figure.illustrative_publication2026-10-115R189_E025actuarial_scenarioOACT G1 Forty-Percent Trust-Fund Equity Investment Model ScenarioActuarial / Scenario DataHypothetical trust-fund-equity investment phased 2026 to 2040 with 5.8% ultimate real annual assumed return; proposal only, not reported Treasury holdings.illustrative_proposal2026-10-115R189_E026actuarial_data_productOACT G1 Equity-Investment Annual Cost-Income Trust-Ratio Data SeriesActuarial / PublicationProposed-vs-current-law OASDI annual cost/income rate and trust fund ratio under hypothetical 40% equities allocation with modeled investment return.illustrative_publication2026-10-115R189_E027advisory_statistical_productSSAB 2017 Disability Application Cohort Decision-Time Chart CollectionDisability / ResearchSSAB 2017 interactive charts analyze filing-cohort time to disability decision across Title II and XVI and by reached adjudication level; not an SSA production decision system.historical_publication_20172017-06-265R189_E028statistical_methodologySSAB Disability Decision-Time Cohort Pending-Case Bias Warning (2017)Disability / ResearchRecent-filed cohorts have still-pending applications not counted among completed decisions; displayed decision-time averages for recent cohorts can drift upward as pending long cases finalize.historical_methodology_20172017-06-265R189_E029consent_activation_rulePIE Payroll Data Subscription Activation Notice and Interim Wage ReportingTitle XVI / EarningsSSA October 2026 advises monthly wage reporting through other channels until notification confirms PIE employer payroll exchange has begun.documented_2026_public_guidance2026-10-075R190_E001data_productEarnings Public-Use File, 2006EPUF 2006Earnings & ResearchPublic-use earnings microdata released August 2011 from a systematic 1-percent sample of SSNs issued before 2007; primarily drawn from MEF summary segment.historical_publication2011-0852006 denotes earnings/vintage, not release date; deidentified statistical file, not MEF operational record.R190_E002data_productEPUF 2006 Demographic SubfileEarnings & ResearchPublic-use EPUF demographic subfile containing 4,384,254 sampled individual records including aggregate 1937-1950 earnings.historical_publication2011-085Includes randomized linkage identifier; not an authoritative person repository.R190_E003data_productEPUF 2006 Annual Earnings SubfileEarnings & ResearchPublic-use EPUF annual earnings subfile with 60,326,474 records for 3,131,424 persons with positive annual earnings in 1951-2006.historical_publication2011-085Year-specific earnings extracts, not claims processing or tax-form addresses.R190_E004data_domainEPUF 2006 Randomized Subfile Linkage IdentifierPerson/Identity NexusRandom, non-SSN linkage key associating the public-use demographic and annual earnings subfiles.historical_publication2011-085Randomized identifier does not prove identity or enable linkage to a live SSA Person master.R190_E005governance_controlEPUF 2006 Statistical Disclosure ProtectionResearch GovernanceEPUF confidentiality processing removes identifying information, adjusts earnings, and zeroes some earnings based on age considerations.historical_publication2011-085EPUF is disclosure-modified administrative sampling, unlike fully synthetic BEPUF 2020. Addresses are not published as individual records.R190_E006research_methodEPUF 2006 SSN-Based One-Percent Systematic SampleResearch MethodologySystematic 1-percent random sample of all SSNs issued before 2007, with sampling weight 100.historical_publication2011-085Sample is of SSNs issued, not a 1-percent random sample of all current beneficiaries.R190_E007data_productSSI 2010 Geographic-Age-Eligibility-Diagnosis Public-Use Summary SeriesTitle XVI & Statistical PublicationsFour April 2013 public summary datasets derived from SSI Annual Statistical Report 2010, Tables 10 and 38.historical_publication2013-045Statistical outputs do not create, overwrite, or correct SSR.R190_E008data_productSSI-State-Age-2010.csvTitle XVI & Statistical PublicationsPublic summary of SSI recipients by state and age group for 2010; catalog ID US-GOV-SSA-340.historical_publication2013-045Aggregate output; no individual address or person location record.R190_E009data_productSSI-State-Eligibility-2010.csvTitle XVI & Statistical PublicationsPublic summary of SSI recipients by state and eligibility category; catalog ID US-GOV-SSA-341.historical_publication2013-045Blind and disabled eligibility categories combined for privacy.R190_E010data_productSSI-Under65-Diag-1-2010.csvTitle XVI & Statistical PublicationsPublic under-65 SSI diagnostic summary by SSA region; catalog ID US-GOV-SSA-342.historical_publication2013-045Geographic aggregation above state level for disclosure protection.R190_E011data_productSSI-Under65-Diag-2-2010.csvTitle XVI & Statistical PublicationsPublic under-65 SSI diagnostic summary by Census Area; catalog ID US-GOV-SSA-343.historical_publication2013-045Geographic aggregation above state level for disclosure protection.R190_E012governance_controlSSI 2010 Public-Use Summary Geographic and Eligibility CoarseningResearch GovernancePrivacy-control procedure merging blind and disabled eligibility categories and coarsening diagnostic geographic output to SSA regions or Census Areas.historical_publication2013-045Released aggregate summaries do not identify claimant residence.R190_E013research_datasetTicket Research File (TRF) Used in 2012 Disability Coverage StudyTRFDisability & Administrative ResearchSSA research file of disability applicants and awardees, identified as the source for the 10-percent 2000-entry cohort finder sample in a 2012 linkage study.historical_documented2012-085Historical study reports roughly 20 million observations in TRF at time of research; not proof of current size or deployment.R190_E014data_product2012 SSA-to-CMS Disability Cohort Finder FileExternal Exchanges & ResearchFinder file of SSNs and basic identifiers constructed from a TRF sample for CMS to select Medicare and Medicaid enrollment extracts.historical_documented2012-085Specific statistical-study extract; not an asserted enterprise live CMS lookup interface. Legal approval/retention details not in source.R190_E015external_data_storeCMS Medicare Enrollment Data Base (2012 Study Source)Medicare & ResearchCMS Medicare enrollment administrative record source used in a historical SSA-CMS disability coverage research study.historical_documented2012-085Only study-era data source established; underlying hosting/technology not established.R190_E016external_data_storeCMS Medicaid Analytic Extract (2012 Study Source)Medicaid & ResearchCMS Medicaid Analytic Extract record source used in a historical SSA-CMS disability coverage research study.historical_documented2012-085Analytical source, not evidence of real-time Medicaid coverage synchronization.R190_E017research_dataset2012 Linked Disability Awardee Medicare-Medicaid CohortDisability & Administrative ResearchMerged SSA and CMS study dataset covering 68,798 first-ever adult disability entrants in 2000, with 12 preaward and 72 postaward months.historical_documented2012-085Analytical research cohort excludes certain categories; no evidence of changes to MBR, SSR or CMS master records.R190_E018research_methodDisability Coverage Eighty-Four-Month Person-Level Observation WindowResearch MethodologyTwelve preaward and seventy-two postaward months tracked across DI/SSI eligibility and Medicare Part A/full Medicaid coverage for a 2000 award cohort.historical_documented2012-085Full Medicaid only, excluding limited QMB/SLMB-only benefit categories.R190_E019research_methodDisability Cohort Medicare Part A and Full Medicaid Coverage DefinitionResearch Methodology2012 analysis defines Medicare coverage through Part A enrollment and Medicaid coverage through full-benefit enrollment.historical_documented2012-085Statistics cannot be treated as total Medicaid or Medicare enrollment including limited-benefit coverage.R190_E020governance_controlGAO 2025 SSA Purchased-to-Active Software License Inventory Reconciliation RecommendationInfrastructure & Acquisition GovernanceGAO May 2025 priority recommendation that SSA compare installed/active software license inventories with purchased licenses to improve cost and investment decisions.recommendation_open_as_of2025-05-225Oversight recommendation only; no new software-license tooling or implementation asserted.R191_E001business_ruleMBR DOB B/C Proof-Code Numident Correction Permission (2023)Person/Identity NexusPOMS RM 10210.295C authorizes a Numident DOB change to the matching MBR DOB where MBR age proof code B or C applies; other codes carry specific eligibility limits.documented_20232026-10-115R191_E002business_ruleSSR Q DOB Proof-Code Full Age Development Requirement (2023)Person/Identity NexusPOMS RM 10210.295C requires full age development for SSR date-of-birth proof code Q rather than unconditional use of the SSR DOB to change Numident.documented_20232026-10-115R191_E003business_ruleSSI Interstate Address Change Prior-State Residence Carryforward RuleAddress Provenance and IRS DataPOMS SI 02306.010 requires staff in specified interstate moves to enter the new mailing address while retaining the previous state/county residence, FLA and OSS codes pending development of actual new living arrangements.observed_policy_20262026-10-115Interim SSR information can intentionally disagree with newly observed mailing address; do not infer verification or automatic residence update.R191_E004data_attributeSSA-8203-BK Separate Mailing and Residence Statement on SSI RedeterminationAddress Provenance and IRS DataPOMS SI 02305.115 requires residence information separately from a different mailing address on paper SSI redeterminations; SSI Claims LRES and APID maintain the separate categories electronically.documented_20262026-10-115R191_E005business_ruleTreasury Returned Check Address-Reason SSI S06 Automatic Suspension TriggerTitle XVI / Address ProvenancePOMS SI 02301.240 says SSI records automatically process to S06 when Treasury returns a benefit check for an address-related reason; this is payment eligibility status, not beneficiary address verification.documented_active_20262026-10-115R191_E006business_ruleSSI S06 USPS-Locate Requirement and Optional State/Bank Address LeadsAddress Provenance and IRS DataPOMS SI 02301.240 requires FO contact efforts and normally SSA-L2001 postal address request; SASRO state data and financial-institution contacts are optional leads, with findings documented before suspension.documented_active_20262026-10-115R191_E007data_productSSADARS Disability Hearing Spanish Notice Indicator PrintoutDisability / Hearing Notice DataPOMS DI 33010.025 requires field offices to record need for Spanish-language notices in the folder and SSADARS printout. Source does not describe the physical storage engine.documented_20232026-10-115SSADARS technical interface and current deployment remain unresolved.R191_E008formSSA-381-SP Spanish Notice WaiverDisability / HearingsPOMS DI 33010.025 identifies SSA-381-SP as the signed waiver of the right to Spanish notices, accompanied by folder documentation of no need for translation.documented_20232026-10-115R191_E009business_processDisability Hearing Unit Spanish-Notice Discovery CoordinationDisability / HearingsWhen DHU discovers need for Spanish notices, policy requires folder annotation, schedule update, and notification to FO and DDS.documented_20232026-10-115R191_E010business_process2026 ALJ Medical Expert Rationale Memorandum to Hearing Office Chief ALJHearings and AppealsHALLEX HA 01250.034 requires an ALJ to email a written explanation for seeking an ME to the HOCALJ before staff schedules testimony or sends ME interrogatories.documented_effective_20262026-10-115R191_E011control2026 ALJ Medical Expert HOCALJ Email and Case Note CheckpointHearings and AppealsHALLEX HA 01250.034B requires ALJ-HOCALJ rationale communication and documentation of the communication in a case note before hearing-office staff schedules the expert or sends interrogatories.documented_effective_20262026-10-115R191_E012business_rule2026 Required Medical Expert Opinion ConditionsHearings and AppealsHALLEX HA 01250.034A lists required ME cases such as explicit court or Appeals Council order, applicable acquiescence ruling, or potential Step 3 medical equivalence, subject to documented rationale.documented_effective_20262026-10-115R191_E013business_rule2026 Discretionary Medical Expert Opinion ConditionsHearings and AppealsHALLEX HA 01250.034A permits discretion for uncommon impairments, disputed testing, failure to follow treatment, addiction materiality, and difficult onset inference; same rationale prerequisite applies.documented_effective_20262026-10-115R191_E014publication_status2026 Annual Statistical Supplement Section 4.C Insured-Worker Tables Publication DiscontinuationActuarial and Statistical ProductsSSA 2026 Annual Statistical Supplement says it is discontinuing section 4.C insured-worker tables since equivalent products are already available from OACT Statistical Tables; publication route is moved, not underlying insured-status computation.announced_20262026-10-115R191_E015statistical_data_product2026 OACT Table 4.C1 Insured Worker Estimate Series 1940-2026Actuarial and Statistical ProductsOACT Table 4.C1 publishes fully insured, permanently insured and disability-insured counts through 2026; estimates are drawn from the 2026 Trustees assumptions and partly from the one-percent Continuous Work History Sample, not a population-level operational file.published_20262026-10-115Counts for 2026 are estimates and may be revised; historical cells are not guaranteed final.R191_E016statistical_data_product2026 OACT Fully-Insured Workers by Age and Sex Table 4.C2Actuarial and Statistical ProductsOACT Table 4.C2FI presents fully insured worker counts grouped by age and sex through 2026; estimates are statistical aggregates, not extracted individual current benefit records.published_20262026-10-115R191_E017statistical_data_product2026 OACT Disability-Insured Workers by Age and Sex Table 4.C2Actuarial and Statistical ProductsOACT Table 4.C2DI separately reports estimated workers insured for disability benefits by age and sex; do not equate disability-insured status with beneficiary payment status.published_20262026-10-115R191_E018statistical_data_product2026 OACT 4.C5 Social Security Area Population and Insured Percentages TableActuarial and Statistical ProductsOACT Table 4.C5 provides insured-worker proportions against the Social Security area population denominator; population definition exceeds United States resident census alone.published_20262026-10-115R191_E019business_rule2026 SSI Recipient or Payee Move Reporting Duty and Reporter AttributionTitle XVI / Address ProvenancePOMS SI 02301.005 states SSI recipients and representative payees must report moves and address changes with reporter identity, subject SSN, facts, and change date, by written, telephone, or in-person routes.documented_20262026-10-115R192_E001data_product2025 Supplement Table 4.B10 Covered Workers by State, 2023Earnings / Statistical GeographyTable 4.B10 state-disaggregated 2023 covered-worker earnings/contributions statistics, based on CWHS 1-percent sample; table identifies state classification limitations.published_20262026-035R192_E002data_product2025 Supplement Table 4.B12 Medicare Covered Workers by State, 2023Earnings / Statistical GeographyTable 4.B12 state-disaggregated 2023 HI taxable earnings/contributions statistics; state assignment derived under same employer-file methodology.published_20262026-035R192_E003source_data_fieldElectronic Employer Wage Report End-of-Year Worker Residence AttributeEarnings / Address ProvenanceEnd-of-year worker residence in electronically filed employer wage reports; used for most statistical state assignments in 2025 Supplement tables 4.B10 and 4.B12.documented_statistical_input2026-035Source is an employer filing. Does not establish the MBR/SSR residence or master-file update.R192_E004source_data_fieldPaper Employer Wage Report Employer-Location Geographic ProxyEarnings / Statistical GeographyEmployer location on paper-filed wage reports used as a fallback state assignment in 2025 supplement; this is not an observed employee residence.documented_statistical_input2026-035The report does not identify how many employees use each fallback.R192_E005statistical_processing_rule2025 Supplement CWHS State-Assignment Provenance RuleEarnings / Address ProvenanceFor 2023 covered-worker state estimates, SSA primarily uses worker end-of-year residence from electronic wage reports and uses employer location from paper reports for the remaining records.published_20262026-035R192_E006reference_publication2026 OASDI Program Reference for Statistical PublicationsActuarial / Statistical PublicationStandalone resource launched March 2026 and updated June 2026 replacing OASDI program description and legislative-history material formerly part of Annual Statistical Supplement through 2024.published_updated_20262026-065Background reference does not override POMS, regulations or statute.R192_E007reference_publicationSSA Cross-Publication Statistical Glossary, 2025-2026Statistical Data GovernanceStatistical glossary created December 2025 and updated June 2026 to consolidate terms for Annual Statistical Supplement, DI Annual Statistical Report, and SSI Annual Statistical Report.published_updated_20262026-065R192_E008data_definition_rule2026 Statistical Glossary Program-Scoped Terminology LabelsStatistical Data GovernanceGlossary tags terms as OASDI, SSI, or both and cautions that current publication notes override simplified general definitions.published_20262026-065R192_E009policy_governance_rule2026 OASDI Statistical Reference Policy-Authority BoundaryStatistical Data GovernanceStandalone OASDI statistical reference explicitly states that it is interpretive background and not authoritative SSA program policy.published_20262026-065R192_E010actuarial_data_product2022 OACT Beginning-of-Year Social Security Area Population FileActuarial / Population2022 Trustees intermediate-assumptions age-sex-marital-status population download for January 1, 1941 through January 1, 2101, in text/CSV/Excel.historical_2022_vintage20225Forecast vintage is 2022, not 2026.R192_E011actuarial_data_product2022 OACT Midyear Social Security Area Population FileActuarial / Population2022 Trustees intermediate-assumptions age-sex-marital-status population download for July 1, 1941 through July 1, 2100.historical_2022_vintage20225R192_E012actuarial_data_product2022 OACT End-of-Year Social Security Area Population FileActuarial / Population2022 Trustees intermediate-assumptions age-sex-marital-status population download for December 31, 1940 through December 31, 2100.historical_2022_vintage20225R192_E013data_definition_rule2022 OACT Population Begin-End Annual Offset Identity RuleActuarial / Publication Pipelines2022 OACT documentation states beginning-of-year values equal prior-year end-of-year values, with calendar-year label offset by one.documented_2022_vintage20225R192_E014record_precedence_ruleTitle II SSR Address-Change Date Versus MBR Updated-Date Precedence RuleAddress Provenance / Title IIFor undeliverable Title II correspondence, employees compare SSI SSR ACD date to MBR ADDR Updated date and may use newer SSI address through POS to update MBR.documented_2023_policy2023-05-265Scope limited to Title II undeliverable mail; not a general automatic cross-program synchronization path.R192_E015manual_update_ruleTitle II Financial Institution or USPS Located-Address POS Processing RuleAddress Provenance / Title IIGN 02605.055 instructs employees to input newly supplied FI/USPS addresses via POS and remail required correspondence after address development.documented_2023_policy2023-05-265Manual procedure; bank postal information not automatically verified in unrelated SSA programs.R192_E016cross_program_workflowConcurrent SSI Address Divergence Manual Field-Office ReferralAddress Provenance / Title II and XVIWhen Title II beneficiary also receives SSI and new address differs from SSR, PSC/TSC sends Request for Assistance or MDW to FO; FO updates SSI address in SSI Claims System.documented_2023_policy2023-05-265Explicitly separate T2 POS and T16 SSI Claims transactions.R192_E017business_ruleTitle II Undeliverable Required-Response Notice ClassificationNotices / Title IIGN 02605.055 separates returned notices requiring response or due-process development from informational mail that can be discarded without further development.documented_2023_policy2023-05-265R192_E018evidence_retention_workflowTitle II Undeliverable Notice ORS-or-NDRed Preservation ChoiceNotices / EvidenceIf undeliverable notice is already in ORS staff can discard returned paper; otherwise fax through Evidence Portal to NDRed after failed address development.documented_2023_policy2023-05-265Source describes routing; no unsupported retention period or automated linkage inferred.R192_E019controlled_cross_record_followupNumident Sex-Field Correction Downstream Program-Record ActionIdentity / NumidentRM 10212.200 directs SSA staff who update a Numident sex designation to also update MBR, SSR, RPS or other relevant records.current_documented_policy2026-06-055Direction to staff; no proof of automatic propagation or change to other fields.R192_E020controlled_cross_record_followupNumident Parent-Name Correction Program and Payee Follow-UpIdentity / NumidentUpon correcting Numident child parent-name field, SSA asks whether parent is Title II beneficiary, SSI recipient or payee, then reviews MBR, SSR or RPS and takes needed action.current_documented_policy2026-06-055May require new representative-payee application rather than automatic synchronization.R192_E021statistical_data_product2025 SSI Statistical Report Table 69 Disability Application Outcomes by Filing CohortDisability / SSI Statistical PipelineSSI ASR 2025 Table 69 aggregates disability application outcomes 1992-2024 by application filing cohort, tracking technical denials, medical decisions, subsequent denials, awards, allowances and pending cases.published_20262026-085DRF 100% dataset; recent filing cohorts incomplete.R192_E022statistical_data_product2025 SSI Statistical Report Tables 70-72 Adjudication-Level Allowance DataDisability / SSI Statistical PipelineSSI ASR 2025 Tables 70-72 publish allowance rates at initial, reconsideration and hearing-or-above levels for SSI-only and concurrent applications.published_20262026-085R192_E023statistical_definition_rule2025 SSI Statistical Disability Medical Allowance Versus Final Award CalculationDisability / SSI Statistical GovernanceSSI ASR defines medical allowance as medical allowances including later technical denials divided by completed medical decisions; award rate excludes subsequent denials from allowances and divides by applications no longer pending.published_20262026-085These rates have different denominators and should not be mixed.R192_E024statistical_definition_rule2025 SSI Disability Research File Pending-Cohort Revision RuleDisability / SSI Statistical GovernanceSSA warns newer application cohorts have pending decisions and published allowance/award rates will change as adjudication and subsequent technical checks complete.published_20262026-085R192_E025historical_process_ruleSSI Reconsideration Prototype Ten-State Statistical Period 1999-2020Disability / Appeals ResearchSSI ASR documents reconsideration omitted in 10 prototype states for applications beginning October 1999, phaseout January 2019 to restoration March 31 2020; this affects level-specific outcome comparison.historical_1999_20202026-085Last portion of historical experiment falls within 20-year 2006-2026 research window.R192_E026statistical_disclosure_rule2025 SSI County-Payment Suppression Does Not Change State Totals RuleSSI / Geographic Publication2025 SSI state-county publication suppresses certain county statistics to avoid disclosing information about individuals while state totals still include suppressed counties.published_20262026-085No individual-level address/beneficiary identity is exposed through this public data product.R192_E027statistical_processing_rule2025 SSI State-County Published Payment Rounding Difference RuleSSI / Geographic Publication2025 SSI report rounds county amounts to whole dollars; state totals are summed from unrounded figures and can differ from displayed rounded county totals.published_20262026-085R193_E001applicationDIBwiz Disability Claim Record LocatorDisability & EvidenceSSA instructs staff to consult DIBwiz to find claim-related information; POMS explicitly denies interfaces to CPMS, CEF/DMA, and ORS.documented2026-10-115Do not infer database, owner, runtime, or additional integrations. Documented absence of three interfaces is specific to policy observation.R193_E002business_processCEF Multi-System Official Folder AssemblyDisability & EvidenceFolder copy requires checking several claims, evidence, payee, disability control, and appeals sources rather than treating one digital display as the complete official file.documented2026-10-115R193_E003controlCEF Temporary Green-Section Disclosure ExclusionDisability & EvidenceDocuments in Current Development/Temporary green section do not constitute releasable official folder material when copying a CEF.documented2026-10-115R193_E004controlCEF Linked Document Export PrerequisiteDisability & EvidenceLinked CPD/ORS or other documents must be physically copied into current folder before eView CD export; external links alone are not copied.documented2026-10-115R193_E005controlCEF eView Messages Flags and Bookmarks Export ExclusionDisability & EvidencePOMS specifies messages, flags and bookmarks/annotations are not included when copying electronic images to CD; hearing audio rules differ.documented2026-10-115R193_E006business_processeView ORS-to-CEF Selective Document ImportDisability & EvidenceApplicable ORS documents are imported into CEF through eView before folder copying rather than automatic full ORS synchronization.documented2026-10-115R193_E007processDDS Contract-Scanner Medical-Evidence Return RouteDisability & EvidenceDDS case-development correspondence identifies contractor scanning PO box as return address and includes indexed DMA barcode; DDS may also provide a DMA fax address.documented2026-10-115R193_E008data_productDMA Evidence Request Barcode and Indexing HeaderDisability & EvidenceA DMA barcode with indexing information on DDS evidence-request correspondence supports associating returned evidence with the certified electronic folder.documented2026-10-115R193_E009data_flowEDCS SSA-3368 Work-History-to-SSA-3369 PopulationDisability & EvidenceWork-history data entered on EDCS SSA-3368 propagates to the EDCS SSA-3369 work-history report.documented2026-10-115R193_E010controlSSI EFI Missing Representative-Contact Manual Data-Entry GateRepresentative Payee & RepresentationFor Title XVI-only cases with missing appointed representative data in EFI, DDS checks EDCS and SSA-1696 and manually keys name/address/telephone/fax into case-processing system.documented2026-10-115R193_E011eventEDCS Action Page Add Client Contact Work ItemRepresentative Payee & RepresentationField office receives EDCS Action Page Request FO to add Client Contact item in designated missing-representative-data scenario.documented2026-10-115R193_E012data_productHIT MER Yellow-Section Evidence DocumentDisability & EvidenceHIT Medical Evidence of Record is located in yellow section of the electronic disability folder for DDS review.documented2026-10-115R193_E013data_productHIT Request Response and SSA-827 Issue Blue-Section DocumentsDisability & EvidenceHIT Request, HIT No Request, HIT Response, and HIT SSA-827 Issue documents are identified in the blue section of an electronic disability folder.documented2026-10-115R193_E014controlHIT Standard Narrative-Only Graphic Evidence LimitationDisability & EvidenceHIT standard documents include narrative categories; certain graphical medical evidence or images are excluded and require further development when needed.documented2026-10-115R193_E015business_processHIT User Trigger Electronic Medical-Record Follow-UpDisability & EvidenceDDS instructions direct staff to consider electronic HIT User Trigger to seek additional medical evidence before traditional requests, with ERE available as another route.documented2026-10-115R193_E016data_productEFI Appointed Representative Contact Attribute SetRepresentative Payee & RepresentationCase contact data in an EFI download can include representative name, address, telephone and fax, and may be missing on Title XVI-only transfers.documented2026-10-115R193_E017user_interfaceeView Outstanding Document Request QueryDisability & EvidenceeView query displays unreceipted document requests for eView-created barcodes, including document type, site, request identifier, timestamp, provider, and adjudication level.documented2026-10-115R193_E018controleView Outstanding-Request Query Barcode-Origin Coverage LimitDisability & EvidenceOutstanding Document Request Query excludes barcodes created in DDS legacy systems, CPMS, and ARPS; absence from the list is not proof of no request.documented2026-10-115R193_E019data_producteView Document Bookmark Audit MetadataDisability & EvidenceBookmark list may expose text, document, page, exhibit, date received, section and user identifier of bookmarking employee.documented2026-10-115R193_E020data_producteView Categorized Document Page MetadataDisability & EvidenceCategorized pages display document, page, category type, source, exhibit, receipt date, and electronic folder section; links open the DMA viewer.documented2026-10-115R193_E021access_controlOHO Hearing-Level Electronic Folder Private SectionDisability & EvidenceCase Documents tab includes private file section at hearing level accessible only to hearing office with jurisdiction, per historical POMS.documented2026-10-115R193_E022business_processSSI Claims Liquid Resource Redetermination Guided PathTitle XVIOpening SSI REDETERMINATION event guides technician to screens for documenting liquid-resource allegations and evidence.documented2026-10-115R193_E023controlSSI Financial-Institution Permission at Each FO RedeterminationTitle XVIFOs must request permission to contact financial institutions when initiating each SSI redetermination.documented2026-10-115R193_E024controlSSI Controlled-versus-Informational IRS Alert HandlingAddress Provenance & IRS DataControlled IRS alerts require appropriate development; informational IRS alerts act as investigative leads during SSI liquid-resource redeterminations.documented2026-10-115R193_E025data_productSSI Redetermination Financial Institution Business AddressAddress Provenance & IRS DataSSA-8203-BK captures institution or organization name and address when claimant identifies liquid-resource accounts; this is not a beneficiary residence address.documented2026-10-115R193_E026processSSI Direct-Deposit Indicator Resource Development TriggerTitle XVIA direct-deposit indicator on SSR or MBR prompts further financial-account resource development and recording on CCE Financial Accounts screen.documented2026-10-115R193_E027controlSSI Early-Payment Month-End Financial Resource AdjustmentTitle XVIAdvance SSI payment received before normal month can be excluded from first-of-month resource balance under specified circumstances.documented2026-10-115R193_E028data_domainRepresentative Payee Type Individual-or-Organization CodeRepresentative Payee & RepresentationIndividual/Organization payee-type code is maintained separately on MBR, SSR, and eRPS and drives identifier and payment-legend selection.documented2026-10-115R193_E029business_ruleeRPS Organizational Applicant State Registration Evidence GateRepresentative Payee & RepresentationWhen EIN/name/organization status cannot be verified through EIF, field office manager seeks IRS or state legal registration evidence before classifying organization.documented2026-10-115R193_E030data_productAugust 2026 Monthly Benefit Snapshot MBR-SSR Cross-Program CountActuarial & Statistical ProductsPublished August 2026 snapshot uses 100-percent MBR and SSR counts and avoids double counting for specified concurrent/dual beneficiaries.documented2026-10-115R193_E031controlMonthly Beneficiary Snapshot Cross-Program Deduplication RuleActuarial & Statistical ProductsSSA snapshot classifies Social Security-only, SSI-only, and concurrent receipt, counting qualifying primary/secondary Title II entitlement just once.documented2026-10-115R194_E001business_ruleSamoa IDD Country-Specific RTN 66 and DAN O Account EncodingTitle II PaymentsPOMS prescribes Samoa RTN country prefix 66, bank-code lookup in ITS.gov, and account code O on MBR; conflict in textual field lengths is separately logged.documented2026-07-225R194_E002business_ruleSamoa IDD Published Field-Length and Currency InconsistencyPayments Data QualityPublished POMS July 2026 contains inconsistent DAN lengths (section E versus F), divergent examples, and an apparently reversed USD/WST step; do not normalize to one definitive format without policy clarification.documented2026-07-225R194_E003business_ruleSan Marino IDD RTN 71 and DAN C EncodingTitle II PaymentsIBAN-derived routing coding specifies prefix 71 and DAN letter C. A U.S.-residence address on MBR blocks IDD posting.documented2024-01-165R194_E004business_ruleForeign-to-Domestic Title II Change of Address IDD Cancellation GateAddress ProvenanceWhen beneficiary returns to a U.S. address, international direct deposit cannot continue; verify MBR and process applicable changes via PEAD.documented2024-11-055R194_E005business_ruleForeign-to-Domestic Change of Address Independent Lawful Presence and Tax DevelopmentIdentity & AddressForeign-to-domestic COA may trigger CLCZ/CLLP lawful-presence development; nonresident alien withholding reviewed separately via PELF.documented2024-11-055R194_E006business_ruleInternational Operations Jurisdiction Retention After Domestic MoveTitle II PaymentsOIO retains jurisdiction while any foreign-address, restricted-country, six-month absence, or totalization condition applies, otherwise transfers to PC1-7 after COA.documented2024-11-055R194_E007business_ruleBeneficiary Abroad U.S. Mailing Versus Foreign Residence ControlAddress ProvenanceLimited U.S.-mailing exceptions for beneficiaries abroad include APO/FPO/DPO, U.S. payee or brief absence. SSA still requires current residence for foreign enforcement.documented2017-01-115R194_E008business_rulePayee Without Assignable SSN Title II Manual MACADE Record UpdateRepresentative PayeeFor a payee applicant lacking an assignable SSN, FO completes SSA-11 and refers to PC Paperless; PC enters Title II manual appointment using MACADE and updates MBR.documented2018-11-085R194_E009business_rulePayee Without Assignable SSN Title XVI SSA-1719B Manual SSR UpdateRepresentative PayeeFor SSN-less payee selection, field office manually enters Title XVI payee using SSA-1719B or SSA-450 to update SSR.documented2018-11-085R194_E010business_ruleEAB Newborn Existing SSN No-Additional-Card Posting RuleIdentity & Enumeration2010 policy states an EAB request for an infant with an existing assigned SSN can post to Numident without issuing another original card.documented2010-01-155R195_E_CWHS_ACTIVE_2006research_data_product2006 Continuous Work History Sample Active SubfileEarnings / Research2009 article describes 2006 CWHS active portion as 3.3 million sample SSNs with at least one earnings posting on MEF.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_CWHS_INACTIVE_2006research_data_product2006 Continuous Work History Sample Inactive SubfileEarnings / Research2009 article describes 2006 CWHS inactive subfile as 1.1 million sample SSNs without posted earnings.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_CWHS_INDUSTRY_2009data_provenanceHistorical CWHS Employer Industry Classification InputsEarnings / Research2009 document derives CWHS/EE-ER NAICS industry variables from IRS Form SS-4, tax returns and Census Bureau data; Census access required special sworn status and approved projects.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_CWHS_SE_2009research_data_productHistorical CWHS Self-Employment One-Percent Statistical File (2009)Earnings / ResearchHistorical CWHS annual self-employment snapshot includes IRS data not retained on MEF, such as geography, farm/nonfarm split and optional reporting methods.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_CWHS_TIMING_2009data_production_ruleHistorical Annual CWHS MEF January Extract and Validation ScheduleEarnings / Research2009 SSA publication states annual MEF-derived CWHS extract in January approximately 13 months after tax year; availability generally spring after validation.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_ERISA_PLAN_ADDRdata_storeSSA ERISA Pension Plan Address FilesPensions / Address ProvenancePension plan contact/address files updated using PBGC plan merger or termination information; not claimant residence.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_IRS_ERISA_QTRdata_productIRS Quarterly ERISA Pension Plan Administration-Change FilesPensions / IRS External ExchangesIRS sends SSA quarterly files identifying pension plan changes including transfers of plan administration.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_AEQYuser_interfaceAlpha Access to EIF Query (AEQY)Medicare / Extra HelpPCOM Master File Query menu option used with payer EIN to retrieve pension or annuity payer name/address.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_DWRCuser_interfaceMAPS Development Worksheet Report of Contact (DWRC)Medicare / Extra HelpMAPS report-of-contact recording applicant/payer statements, evidence, tax year, verified monthly amount and contact information.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_EINdata_elementMAPS Detailed Agency Data Payer Employer Identification NumberMedicare / Extra HelpPayer EIN shown in MEDQ Detailed Agency Data and used to query payer contact location.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_IRS_ANNUITYdata_productIRS 1099-R Pension and Annuity Agency Data in MAPSIRS / Medicare Extra HelpIRS-derived pension/annuity transactions presented in MAPS MEDQ with form type, tax year, EIN and income amount.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_MEDQuser_interfaceMAPS Medicare Query Display (MEDQ)Medicare / Extra HelpMedicare Application Processing System query display used to inspect current and detailed agency pension/annuity information.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_OLD_IRS_OPMhistorical_copyPotential Historical IRS-Sourced OPM Pension Entries in MAPSMedicare / Data LifecyclePOMS states earlier IRS-derived OPM pension entries may still be viewable after May 23 2009; direct OPM information is used for current verification.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_OPM_FIRSTbusiness_ruleMAPS Office of Personnel Management Direct-Pension Data PrecedenceMedicare / External ExchangesSince May 23, 2009 MAPS no longer posts OPM pension amounts from IRS; OPM direct data are authoritative for this verification to avoid double counting. Older IRS-derived entries may still display.documented_historical2026-10-115As documented in POMS 2011 with 2026 batch; not assertion that this component remains architecturally unchanged in 2026.R195_E_MAPS_PAYER_LOCATIONdata_attributePension or Annuity Payer Name and Address via EIN LookupAddress Provenance / Medicare Extra HelpPayer business contact address returned by PCOM Alpha Access to EIF after looking up EIN from MAPS; not the applicant residence address.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MAPS_RECENCYbusiness_ruleMedicare Extra Help Pension Evidence Recency Selection RuleMedicare / Extra HelpSSA must use most recent appropriate applicant/payer or agency evidence when verifying disputed pension or annuity income for Extra Help.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MEF_W2W3business_ruleEmployer W-2 to W-3 Wage Report Reconciliation GateEarnings / Integrity2009 SSA documentation says cumulative employee W-2 amounts must agree with employer W-3 transmittal before posting individual earnings.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_MEF_WEEKLY_2009data_production_ruleHistorical MEF Weekly Earnings Posting Cadence (2009)Earnings / History2009 SSA research described MEF weekly updating as employer and IRS earnings data arrived continuously; no inference about 2026 cadence.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_OACT_PERIOD_COHORTdata_definition2026 OACT Period Versus Cohort Mortality Data InterpretationActuarial / MortalityPeriod life tables describe a given calendar year; cohort life tables track mortality across calendar years for a given birth cohort. Their columns and periods are not interchangeable.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_OACT_SSAREA_POPdata_definition2026 OACT Social Security Area Population Scope DefinitionActuarial / PopulationPublished definition covers 50 states/DC adjusted, territories, U.S. armed forces and federal civilians abroad with dependents, insured noncitizens abroad and other U.S. citizens abroad.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_PBGCorganizationPension Benefit Guaranty CorporationPensions / Federal PartnersFederal pension guarantor identified as a source of private pension plan merger and termination information to SSA.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_PBGC_PLAN_CHANGESdata_productPBGC Pension Plan Termination and Merger Information Supplied to SSAPensions / External ExchangesPBGC provides SSA Central Office data about plan termination or mergers for pension plan address files under documented ERISA process.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_SSA1099_DEAD_LOGINidentity_access_controleAccess Deceased-Beneficiary mySSA Access BlockIdentity / Digital Services2025 POMS says eAccess (formerly ROME) blocks a deceased beneficiary my Social Security account.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_SSA1099_DECEASED_MBRbusiness_ruleDeceased Beneficiary SSA-1099 Last-MBR-Address Mailing RuleAddress Provenance / Tax DocumentsIf beneficiary dies before annual SSA-1099 is issued or received, SSA mails benefit-tax statement to last address on MBR, not a newly verified executor address.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_SSA1099_MFQUERYuser_interfaceSSA Master File Query 1099 Benefit Statement Replacement OptionTitle II / Tax DocumentsFO staff can retrieve benefit-tax statement through SSA Master File Query menu option 1099, with SSA-1099-F2-INST and IRS Notice 703.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_SSA1099_TAX_WINDOWbusiness_ruleCurrent-Year Online Benefit-Tax Statement Mid-December–January BlackoutTitle II / Digital ServiceCurrent SSA-1099/1042S replacement request is unavailable mid-December through Jan 31; earlier five tax years remain accessible.documented_historical2026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2022_WEEKstatistical_method2022 Fiscal-Year Extra-Week Workload Reporting DifferenceHearings / AnalyticsSSA FY2022 hearing receipts/dispositions 2.F9 excludes extra 2022 week while 2.F11 Appeals Council includes its 1,299 receipts and 2,240 dispositions.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F11statistical_data_productFY2021–FY2024 Appeals Council Workload Statistics (2025 Supplement Table 2.F11)Appeals / PublicationARPS MI source for receipts, dispositions, pending counts; special 2022 53rd-week accounting affects comparability.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F4statistical_data_productFY2024 OASI Claims Received and Processed (2025 Supplement Table 2.F4)Title II / PublicationFY2024 OASI claims workload received and processed counts derived from SSA Integrated Work Measurement System.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F5statistical_data_productFY2024 DI Claims Received and Processed (2025 Supplement Table 2.F5)Disability / PublicationFY2024 DI claims workload by worker and family or survivor class from Integrated Work Measurement System.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F6statistical_data_productFY2024 SSI Claims Received and Processed (2025 Supplement Table 2.F6)Title XVI / PublicationFY2024 SSI claims workload by aged versus blind/disabled class from Integrated Work Measurement System.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F8statistical_data_productFY2021–FY2024 ALJ Dispositions and Availability Measures (2025 Supplement Table 2.F8)Hearings / PublicationALJ averages from CPMS MI; dispositions exclude attorney adjudicator decisions and ALJ availability denominators differ by measure.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2024_T2F9statistical_data_productFY2022–FY2024 Hearing Receipts, Dispositions and Pending Statistics (2025 Supplement Table 2.F9)Hearings / PublicationCPMS MI output by OASI, DI, SSI and concurrent DI/SSI; program category reclassifications and 2022 fiscal-week exception documented.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_2F_DISCONTpublication_revision2025 Supplement Discontinued Agency Resources and Service Metrics Tables 2.F1–2.F3 and 2.F7Enterprise / PublicationSSA discontinued these particular Supplement workload tables and points readers to agency financial and service/improper payment reporting; underlying data not necessarily discontinued.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_ENUM_2024statistical_data_productSSA SSNs Issued 1937–2024 Table 2.F12 (2025 Supplement)Identity / PublicationHistorical SSN issuance counts; official note warns some people received more than one SSN, so issued number counts are not unique-person counts.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_ENUM_PERFstatistical_data_productSSA Enumeration Performance Reports Statistical SourceIdentity / PublicationSSA Enumeration Performance Reports identified as source for SSNs issued and age distribution in 2025 Supplement Table 2.F12.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R195_E_STAT_SUPP_2025_2Fstatistical_data_productAnnual Statistical Supplement 2025 Agency Workloads Section 2.FData Products & PublicationsPublished 2025 SSA workload chapter tracing distinct claims, hearing, Appeals Council and enumeration data to operational systems; some legacy metrics discontinued.observed_20252026-10-115Official source documents scope; no unsupported hosting, technology, interface or auto-update inference.R196_E001business_ruleSSPA Section 211 Alien-Worker Insured-Status GateSSPA 211Identity & EnumerationFor alien workers whose first properly assigned SSN is on/after 2004-01-01, requires work-purpose SSN at any time since that date or qualifying B-1/D-1/D-2 admission to meet additional Title II/ESRD Medicare insured-status gate.documented_policy2026-10-115R196_E002data_attributeNumident Original SSN Assignment Cycle Date and Entry Type OCYD/ETC OIdentity & EnumerationEarliest original Numident iteration cycle date used as evidence of original SSN assignment date; special cases require additional review.documented_attribute2026-10-115R196_E003data_attributeNumident Work Authorization Evidence-Interview Codes H/C and Citizenship Code BIDN H/C CSP BIdentity & EnumerationPOMS-prescribed codes evaluated for historical employment-authorization eligibility under the SSPA alien worker rule.documented_attribute2026-10-115R196_E004business_ruleSSPA First Properly Assigned SSN Identity-Precedence ControlIdentity & EnumerationOriginal SSN assigned based on worker actual identity takes precedence over a later new SSN or someone else’s SSN for Section 211 date test.documented_rule2026-10-115R196_E005business_processSSPA Wrong-Number SS-5 and Scrambled-Earnings DevelopmentEarnings & IdentityRequires SS-5 review, true-numberholder identification and appropriate earnings correction when identity/SSN attribution is inconsistent.documented_process2026-10-115R196_E006business_ruleSSPA B-1 D-1 D-2 Immigration Admission AlternativeTitle II / Insured StatusQualifying prior DHS admission as B-1/D-1/D-2 nonimmigrant can satisfy Section 211 alternative, but ordinary quarters-of-coverage tests still apply.documented_rule2026-10-115R196_E007business_processSSPA MCS-Excluded Manual Disallowance ProcessingTitle II / ClaimsFor specified Section 211 disallowances with an SSN, exclude MCS/EC and use MADCAP/MACADE; manual Title II DIB/RSI disallowance codes and list controls apply.documented_process2026-10-115R196_E008noticeSSPA Section 211 Manual Disallowance Notice DSL008DSL008Title II / NoticesDPS initial-claim manual notice template with Section 211 disallowance paragraph DSL008.documented_notice2026-10-115R196_E009work_controlSSPA Section 211 Award and Disallowance Listing Codes 291 and 292291/292Title II / ClaimsManual case control codes for B-1/D-1/D-2 qualifying award versus Section 211 not-met disallowance.documented_control2026-10-115R196_E010business_ruleSSPA Original-SSN Special-Indicator Regional ReviewIdentity & EnumerationNumident special indicator codes 1,2,4,5,7 require regional-office consultation while processing covered insured-status cases.documented_rule2026-10-114R196_E011data_attributeHistorical SS-5 Voluntary Race and Ethnicity ResponseIdentity & EnumerationSelf-reported demographic categories on SS-5 varied by vintage and are not population-complete in later EAB/EAE enumeration processes.historical_research2026-10-115R196_E012governance_controlEAB and EAE Race-Ethnicity Noncollection BoundaryIdentity & EnumerationEnumeration at Birth and Entry workflows do not transmit birth-certificate medical-use race/ethnicity fields for SSA enumeration; absence is not individual demographic evidence.historical_research2026-10-115R196_E013statistical_data_product2016 SSA Comparative Race-Data Survey Methodology NoteResearch / StatisticalResearch note comparing CPS, SIPP, ACS and HRS as alternatives to incomplete SSA enumeration-based demographic records.published_20162026-10-115R196_E014data_productCurrent Population Survey Annual Social and Economic SupplementCPS/ASECResearch / StatisticalBLS/Census survey add-on used for historical SSA OASDI/SSI demographic research with specified recall, age and benefit-reporting limitations.historical_documentation2026-10-114R196_E015data_productAmerican Community Survey Demographic Research Source (2016)ACSResearch / StatisticalCensus annual ACS source used to estimate demographic composition of beneficiaries; paper states SSA administrative linkage was unavailable for ACS in comparison.historical_documentation2026-10-114R196_E016business_ruleHistorical SSA Administrative Race-Series Noncomparability RuleResearch / StatisticalHistoric differences in SS-5 categories and EAB/EAE missingness restrict race analysis; past SSI and OASDI race breakdowns were discontinued after 2002 and 2009 respectively.historical_research2026-10-115This records historical publication constraints only; the 2002 change predates the run research window.R196_E017statistical_data_product2024 Trustees Cohort Life Tables Male CSV (1900-2100)Actuarial / StatisticalDownloadable CSV of historic and projected cohort mortality/life functions for males, 2024 Trustees intermediate assumptions; age columns 0-119.published_2024_vintage2026-10-115R196_E018statistical_data_product2024 Trustees Cohort Life Tables Female CSV (1900-2100)Actuarial / StatisticalDownloadable CSV of historic and projected cohort mortality/life functions for females, 2024 Trustees intermediate assumptions; age columns 0-119.published_2024_vintage2026-10-115R196_E019statistical_data_product2024 Trustees Period Life Tables Male Historical CSV (1900-2021)Actuarial / StatisticalDownloadable male historical period mortality/life table CSV, one calendar-year period at a time; 2024 Trustees historical vintage.published_2024_vintage2026-10-115R196_E020statistical_data_product2024 Trustees Period Life Tables Male Projected CSV (2022-2100)Actuarial / StatisticalDownloadable male period life table projected CSV based on intermediate assumptions of 2024 Trustees Report.published_2024_vintage2026-10-115R196_E021statistical_data_product2024 Trustees Period Life Tables Female Historical CSV (1900-2021)Actuarial / StatisticalDownloadable female historical period mortality/life table CSV, separate from male and projected series.published_2024_vintage2026-10-115R196_E022statistical_data_product2024 Trustees Period Life Tables Female Projected CSV (2022-2100)Actuarial / StatisticalDownloadable female period life table projected CSV based on 2024 Trustees intermediate assumptions.published_2024_vintage2026-10-115R196_E023data_elementOACT 2024 Life Table Year and Single-Age Column DimensionsActuarial / StatisticalLife table download dimensions: calendar year rows and ages 0 through 119 columns, published separately by sex and projection approach.published_2024_vintage2026-10-115R196_E024business_ruleOACT Life-Table Trustees-Vintage Assumption PrecedenceActuarial / StatisticalProjected 2024 life table values use intermediate assumptions of 2024 Trustees Report; cannot be substituted for 2026 Trustee-based values without vintage reconciliation.documented_data_boundary2026-10-115R196_E025statistical_data_product2020 HRS-SSA Linked Earnings Study of Denied DI ApplicantsDisability / ResearchSocial Security Bulletin analytical study linking consenting HRS interview records and administrative earnings to study denied DI applicants over time.published_20202026-10-115R196_E026data_artifactHRS Linked Summary Earnings File Study Extract (2020)Earnings / ResearchAnalysis-specific use of HRS linked Summary Earnings File records with MEF payroll-covered earnings; not a newly identified operational earnings master.historical_20202026-10-115R196_E027business_ruleHRS Consent-Limited SSA Earnings Research LinkageResearch / PrivacyAccess to SSA linked earnings file permitted for consenting HRS respondents, with HRS survey conventions and research controls.historical_20202026-10-115R196_E028data_productSSA Public Statistical Publication Forecast and Release Schedule (2026)Statistical PublicationsPublic-facing schedule of anticipated release cycles including monthly, quarterly, annual SSA data products; forecast dates subject to publication changes.observed_2026_10_112026-10-115R197_E0001exchange_data_productCMA 1076 Monthly SSI/SVB Finder File (2026 notice)Title XVI / Data ExchangeMonthly SSA file of SSI and Special Veterans Benefits eligibility attributes sent to CMS for LTC/MDS matching; specific columns not listed in notice.documented_20262026-10-115No claim of member field names, transport, or host.R197_E0002exchange_data_productCMA 1076 CMS LTC/MDS Response File (2026 notice)Title XVI / Data ExchangeCMS response file following match of SSA monthly finder file against long-term-care Minimum Data Set; useful for facility admission and discharge eligibility review.documented_20262026-10-115R197_E0003data_domainCMA 1076 Nursing Care Facility Admission and Discharge EventsTitle XVI / ResidencyCMS LTC/MDS admission/discharge observations are used to assess SSI medical-facility eligibility and possible SVB non-overseas residence; they are not verified residential mailing addresses.documented_20262026-10-115R197_E0004business_rule2026 CMS Facility-Match SVB Overseas Residence ReviewAddress Provenance / SVBSSA uses CMS institutional facility data to identify SVB beneficiaries who may no longer be residing outside the United States; follow-up verification not specified in notice.documented_20262026-10-115R197_E0005governance_event2026 CMS LTC/MDS Matching Effective-Year CorrectionData Exchange GovernanceFederal Register original May 7 notice said June 20 2025; June 22 correction replaces with June 20 2026, and the program is subject to statutory waiting conditions.documented_20262026-10-115R197_E0006exchange_data_product2026 SSI Fiscal Service Savings Securities Finder (approximately 10 million records)Title XVI / TreasurySSA transmits an approximately 10-million-record finder file of SSNs and names for SSI applicants, recipients and deemors in savings-securities review.documented_20262026-10-115R197_E0007exchange_data_product2026 SSI Fiscal Service Savings Securities Registration ResponseTitle XVI / TreasuryMatched Treasury response lists security purchase amount, account and confirmation numbers, series, issue date, redemption value, and finder-file return date.documented_20262026-10-115R197_E0008data_governance2026 SSI Savings Securities Finder-File Scope and Matching RuleTitle XVI / Treasury2026 Federal Register specifies roughly 10 million SSI finder-file records and limited use to detecting unreported or incorrectly reported savings securities ownership.documented_20262026-10-115R197_E0009exchange_data_product2026 CMS ACA Eligibility SSA Verification Request FieldsExternal Exchange / PersonCMS submits last name, first name, birthdate, SSN and citizenship indicator to SSA for ACA affordability matching; these are query fields, not an SSA Person master.documented_20262026-10-115R197_E0010exchange_data_product2026 SSA ACA Eligibility Verification Conditional Response FieldsExternal Exchange / PersonAfter successful name and SSN match, SSA may return identifying attributes; death, disability and incarceration indicators; Title II annual/monthly income; citizenship/SSN attestation and optionally work quarters.documented_20262026-10-115R197_E0011exchange_governance2026 ACA Matching Name-SSN Gate and Disclosure ScopeExternal Exchange / IdentityThe 2026 CMS notice conditions response on SSA finding a match on supplied SSN and name, and only information available and relevant is returned.documented_20262026-10-115R197_E0012organizationProgram Policy and Data Exchange Division (PPDX)Data Exchange GovernanceIn 2026 SSA Law and Policy assigned responsibility for central agency-wide data exchange activities and standardized policy to PPDX.documented_20262026-10-115R197_E0013historic_organizationOffice of Data Exchange and Policy Publications (ODEPP), 2013Data Exchange GovernanceSSA established ODEPP in 2013 as centralized policy and data-exchange function; later renamed/reorganized.historical_20132026-10-115R197_E0014historic_organizationOffice of Data Exchange, Policy Publications and International Negotiations (ODEPPIN), 2018Data Exchange GovernanceSSA says 2018 ODEPPIN followed ODEPP; in 2025 it merged with Law and Policy, Income Security Programs.historical_2018_to_20252026-10-115R197_E0015legal_review_processSSA Data Exchange Agreement-Type Legal ReviewPrivacy / Data ExchangeSSA Program, Fiscal and Disclosure Law and Privacy and Disclosure Law Branch select whether IEA, CMA or MOU is appropriate for proposed exchange.documented_20262026-10-115R197_E0016data_artifactSSA-157 Data Exchange Request Legal/Volume/Security MetadataData Exchange GovernanceNew/expanded request must describe requested data, legal authority, projected volume/frequency, safeguards and previous exchange agreements.documented_20262026-10-115R197_E0017policy_rulePPDX Programmatic Versus Administrative Sharing ClassificationData Exchange GovernanceMarch 2026 POMS excludes administrative payroll sharing and manual transfers from PPDX programmatic exchange definition.documented_20262026-10-115R197_E0018service_patternSSA Real-Time Data Exchange Service CategoryData Exchange GovernancePOMS defines online/web or terminal query followed by immediate sharing of relevant data; not claim that any named exchange uses real-time.documented_20262026-10-115R197_E0019service_patternSSA Overnight Batch Data Exchange Service CategoryData Exchange GovernancePOMS defines generally high-volume grouped overnight information sharing, in contrast with immediate queries.documented_20262026-10-115R197_E0020research_data_productCPS/ASEC Linked SSA Detailed Earnings Record Research Series (2005–2021)Earnings / ResearchRestricted-use linked worker-year samples across nine CPS/ASEC survey files selected 2005–2021 matched to SSA DER for comparison of employer-reported wages and survey responses.historical_research_20242026-10-115R197_E0021research_data_elementCPS/ASEC WSAL_VAL Self-Reported Wage and Salary AttributeEarnings / ResearchCensus CPS/ASEC wage/salary WSAL_VAL variable; survey response or imputation, not SSA administrative earnings posting.historical_research_20242026-10-115R197_E0022research_data_elementDER W-2 Box 5 Medicare-Taxable Compensation MeasureEarnings / ResearchSSA Detailed Earnings Record wage measure derived from Form W-2 Box 5; includes certain deferred compensation and may differ from self-reported CPS wages.historical_research_20242026-10-115R197_E0023research_scope_rule2024 CPS/DER Wages-Only Study Scope (No Schedule SE)Earnings / Research2024 comparative study excludes self-employment income reported to IRS on Form 1040 Schedule SE, since filing rules and error sources differ.historical_research_20242026-10-115R197_E0024research_quality_control2024 CPS/DER Survey Imputation and Item-Nonresponse CaveatEarnings / ResearchLinked comparison warns survey nonresponse and imputed wages change the interpretation of differences from employer-reported W-2 amounts.historical_research_20242026-10-115R197_E0025statistical_publicationSSA Research and Statistics Note 2024-01 CPS versus DER EarningsStatistics / PublicationMarch 2024 publication analyzes linked CPS/ASEC vs SSA DER differences for workers age 18–69 and publishes charts and regression tables.published_20242026-10-115R198_E0001operational_update_ruleMedical CDR Reconsideration EDCS Transfer Auto-Posting to DCF and MBRDisability / Title IIFor routine electronic Title II medical CDR appeals EDCS transfer updates DCF and MBR automatically; source specifies this named workflow, not universal EDCS synchronization.documented_policy_20262026-10-115R198_E0002controlMedical CDR Five-Day MBR/SSR Post-Decision Update VerificationDisability / ClaimsFO verifies post-determination MBR/SSR update within five days; missed MBR update triggers DIBCESS/PCACS review, missed SSR update manual work.documented_policy_20262026-10-115R198_E0003data_exchange_processCDR Appeal Update-After-Transfer (UAT) Address NotificationDisability / Address ProvenanceFor a claimant-reported address or phone change after folder release FO updates applicable benefit and EDCS records and sends UAT to DDS/DHU; not an outside-source master-record refresh.documented_policy_20262026-10-115R198_E0004manual_controlCDR Appeal Change of Hearing Site Address EscalationDisability / Address ProvenanceIf changed address changes hearing DDS/DHU site, FO also phones the DHU and follows with an email to be associated with case folder.documented_policy_20262026-10-115R198_E0005exception_workflowCDR Appeal DCF Missing-Update Problem Report ControlDisability / OperationsWhere postdecision MBR automatic update fails and no PCACS DIBCESS issue or THIS exception appears, FO submits DCF problem report through established channels.documented_policy_20262026-10-115R198_E0006operational_update_ruleCDR Reconsideration Title XVI MSSICS-to-EDCS Appeal Data PropagationDisability / Title XVIFor SSI CDR reconsideration appeal MSSICS records SSR appeal and SBC election; employees verify appeal information propagated into EDCS before transfer.documented_policy_20262026-10-115R198_E0007processing_rulePUPS T2R Pending Suspension Due-Process 15-or-35-Day WindowTitle II / Program IntegrityPUPS title II suspend event is deferred until 15 or 35 days following notice, then T2R attempts MBR LAF S7 update. Filing does not cause immediate suspend.documented_policy_20262026-10-115R198_E0008state_feedback_rulePUPS T2R MBR-to-Prisoner-Record Suspension FeedbackTitle II / Program IntegrityWhen MBR reflects LAF S7, PUPS receives feedback and closes prisoner status to SUSPENSION; exceptions can remain pending even if an MBR change was made.documented_policy_20262026-10-115R198_E0009exception_workloadPUPS T2R PCACS Prison-or-PRISUS TOEL ExceptionTitle II / Program IntegrityWhen T2R cannot post prisoner suspension to MBR a PCACS action-control record may contain PRISON or PRISUS TOEL2 and related THIS control.documented_policy_20262026-10-115R198_E0010manual_workflowPUPS T2R Exception 2790-FAX Processing-Center FallbackTitle II / Program IntegrityFor missing/failed PCACS exception or unposted MBR suspension FO uses a manual 2790-FAX follow-up and transfers PUPS prisoner record to processing center.documented_policy_20262026-10-115R198_E0011external_exchange_dataBOP Monthly New-and-Transferred-Inmate Report to SSAProgram Integrity / Federal PrisonBOP monthly data include new inmate admissions and facility movements under reporting agreement, plus conviction/pretrial/probation states.documented_policy_20262026-10-115R198_E0012transformation_rulePUPS 3-Digit BOP Facility to 6-Digit IRCS Facility ID MappingProgram Integrity / Location ProvenancePUPS converts incoming BOP three-digit facility code into a six-digit facility ID on IRCS for display; facility describes custody location or destination, not claimant residence.documented_policy_20262026-10-115R198_E0013identity_evidence_controlBOP Inmate Match Event Verification (EVS) Code GatePerson/Identity / Program IntegrityPUPS BOP alerts with EVS codes 2,3,4,A,B,E,F require identity verification, whereas V and L are generally treated as valid matches.documented_policy_20262026-10-115R198_E0014address_classification_ruleBOP Monthly Confinement Facility Move Is Not Residence UpdateAddress Provenance / Program IntegrityBOP facility code can change month to month in transfer/in-transit reporting; it is custody-site information, not verified home mailing or residence address.documented_policy_20262026-10-115R198_E0015data_quality_constraintBOP Prisoner Report Missing Release-Date AttributeProgram Integrity / External DataSSA POMS expressly says BOP does not provide inmate release dates in monthly PUPS reporting; source supplies confinement-related data instead.documented_policy_20262026-10-115R198_E0016identity_evidence_controlSSI IRS Alert Payer Identity EIN-versus-SSN Collision ReviewIRS / Person/IdentityFor alerts naming a payee with company EIN digits resembling recipient SSN, employees compare name/address and obtain DEQY to determine legal payer identity; no direct IRS contact.documented_policy_20262026-10-115R198_E0017address_resolution_ruleSSI IRS Alert Blank or Implausible Payer Address ResolutionIRS / Address ProvenanceIf payer address/name blank or unlikely, SSA instructions use payer EIN on DEQY to identify payer; do not ask IRS directly for payer name/address.documented_policy_20262026-10-115R198_E0018historical_reference_dataBFS Pre-1974 Savings Bond Name-and-Original-Address Registration IndexTreasury / Address ProvenanceFor series E savings bond issued before Jan 1974 Treasury registration can be indexed by owner name/address at purchase; historic location is not current residence.documented_historical_past2026-10-115R198_E0019historical_reference_dataBFS Post-1973 Savings Bond Owner-SSN Registration IndexTreasury / Person/IdentityFrom January 1974 Series E and series EE,H,HH bond registration uses owner or first joint owner SSN rather than pre-1974 name/address basis.documented_historical_past2026-10-115R198_E0020manual_verification_processIRS Farm-Subsidy Alert FSA County-Payer Verification ReferralTitle XVI / External ExchangeFor ambiguous agricultural subsidies FO contacts county agricultural agency, or FSA via parallel office to determine appropriate county from payee account number.documented_policy_20262026-10-115R198_E0021external_data_attributeBFS Savings Securities Book-Entry Account Number Alert AttributeTreasury / Title XVI2026 SB alert may contain account number for electronic book-entry savings security, alongside series, issue date, redemption value and valuation return date.documented_policy_20262026-10-115R198_E0022batch_match_controlSSI SB Diary Two-Prior-Match Duplicate Suppression RuleTitle XVI / Program IntegritySB diary controlled when combined redemption value is >= $1,000 and no alert issued in previous two matches; historic semiannual cadence is described.documented_policy_20262026-10-115R198_E0023identity_evidence_controlSSI Savings Security Owner-Name Overrides Registration SSN Evidence RulePerson/Identity / ResourcesPOMS ownership is individual whose name appears on instrument regardless of SSN printed on it; a numeric SSN match is not proof of ownership.documented_policy_20262026-10-115R198_E0024verified_record_updateSSI Savings Security DSAB-to-SSR Diary Clearance ControlTitle XVI / Resource VerificationEmployee documents savings-security ownership and values in MSSICS DSAB/stock screens or non-MSSICS SSR remarks; clearing diary is controlled action, not raw BFS auto-post.documented_policy_20262026-10-115R198_E0025annual_batch_ruleSSI E2 Diary Annual-COLA Rental Subsidy Generation GateTitle XVI / Living ArrangementAnnual COLA run sets E2 diary when current LA rental subsidy >0 and SSR payment status is C01, M02 or N01.documented_policy_20262026-10-115R198_E0026historical_processing_ruleSSI Rental Subsidy September 30 2024 Transition State ExceptionTitle XVI / Living Arrangement2025 COLA fix requires new LA period dated Sept 30 2024 outside named seven states; triggered based on existing residence state field and rental subsidy amount.historical_transition_20242026-10-115R198_E0027application_validationSSI Rental Subsidy Three-System-Edit Annual LA Period ControlsTitle XVI / Living ArrangementSSA specifies edits for transition-period omission, missing January COLA LA period, and closure with missing transition period on applicable MSSICS pages.documented_policy_20262026-10-115R198_E0028payment_calculation_ruleSSI Rental Subsidy COLA CMRV and PMV RecalculationTitle XVI / Living ArrangementAfter clerk creates new LA period, system recalculates rental subsidy using Presumed Maximum Value and Current Market Rental Value based on verified monthly rent.documented_policy_20262026-10-115R198_E0029identity_record_controlSSI Duplicate-Record Two-SSN M1 Cross-Reference PostingPerson/Identity / Title XVIWhen same-person duplicate SSR records generate payments, FO terminates wrong record T20 and cross-records SSNs in M1 fields of both records; MA field if assigned through enumeration.documented_policy_20262026-10-115R198_E0030manual_data_correctionSSI Duplicate Record No-Payment T50 Cleanup and MSSICS MANCLRTitle XVI / Person/IdentityIncorrect duplicate SSR records without duplicate payment use T50; unarchived MSSICS pending file is manually cleared before T50 coding.documented_policy_20262026-10-115R198_E0031match_processing_ruleMEF K6-K7 SSI Earned-Income Diary Suppression and Threshold ControlTitle XVI / EarningsK6 annual MEF earnings exceed SSR by $1000 when eligible by January; K7 deemor special >=$2000 and amended/no SSR earnings; status or existing diary can suppress alerts.documented_policy_20262026-10-115R198_E0032employer_address_observationMEF K6-K7 DEQY Employer Name-and-Address Evidence LookupEarnings / Address ProvenanceFO requests DEQY to obtain MEF wage amounts, employer name and address for K6/K7 development; employer location is not recipient residence.documented_policy_20262026-10-115R198_E0033information_request_productIRS Tax Return Request Cover-Letter and Second-Page PII TemplateIRS / Earnings EvidenceSSA IRS request must be signed by authorized manager and include taxpayer name/address and TIN, tax schedule requested and filing date if known.documented_policy_20262026-10-115R198_E0034external_evidence_productIRS Account-or-Return Transcript Written Response for SSAIRS / Earnings EvidenceIRS may return account or return transcripts in response to authorized written earnings/self-employment investigation request; 30-day allowance.documented_policy_20262026-10-115R198_E0035retention_scope_ruleIRS Seven-Year Self-Employment Audit-Adjustment Information WindowIRS / Earnings EvidencePOMS says IRS will also provide audit adjustments within last seven years resulting in self-employment income or tax change; not general IRS data retention period.documented_policy_20262026-10-115R198_E0036governance_ruleSASRO Single-Query State Record Legal-Use and Master-Update BoundaryExternal Exchanges / Address ProvenanceState IEA allows one electronic query and use of state information to update SSA files or assign SSNs or verify eligibility; source does not identify which address field is overwritten.documented_policy_20262026-10-115R198_E0037procurement_governance_documentSSA IT Procurement Security and General Privacy Requirements January 2026Acquisition / SecuritySSA OAG publishes January 2026 standardized IT procurement security and general privacy requirements; publication alone not evidence a particular contract uses a specific version.documented_policy_20262026-10-115R199_E0001logical_fileInternet Disability Report Active FileDisability / Online IntakeThe active file houses editable, unsubmitted IDR data; submission or archive ends user editability.documented_20142026-10-115A logically described file; underlying physical platform and 2026 status not established.R199_E0002logical_fileInternet Disability Report Inactive Archive FileDisability / Evidence RetentionInactive file stores archived reports, accessible to field office query until purge but ineligible for EDCS propagation.documented_20142026-10-115Do not infer general SSA retention policy from this report-specific historical rule.R199_E0003business_processIDR Active-to-Inactive Archive TransitionDisability / Evidence RetentionArchived IDRs move from active file to separate inactive storage after documented triggers, barring further EDCS automatic propagation.documented_20142026-10-115R199_E0004retention_ruleIDR i3441 Ninety-Day Archive TriggerDisability / Evidence RetentionA 2014 POMS rule archives an i3441 90 days after the internet user started the report.documented_20142026-10-115R199_E0005retention_ruleIDR i3368 and i3820 Protective-Filing Expiration Archive TriggerDisability / Evidence RetentionFor i3368 and i3820, an archive trigger occurs 30 days after expiration of the protective filing period.documented_20142026-10-115R199_E0006retention_ruleIDR Archived Inactive 120-Day Purge RuleDisability / Evidence RetentionPOMS documents automatic purge after an IDR remains in the inactive archive for 120 days.documented_20142026-10-115R199_E0007business_ruleIDR Archived Record EDCS Propagation ProhibitionDisability / Electronic EvidenceEDCS cannot propagate archived IDRs into an EDCS claim; FO Internet Query Facility access may remain until purge.documented_20142026-10-115R199_E0008record_grouping_ruleIDR Same-SSN Same-Form Same-Protective-Date Record SetDisability / Data IntegrityIDR set-of-records groups reports of the same type, SSN and protective filing date for joint archive or purge.documented_20142026-10-115R199_E0009identity_access_attributeIDR Reentry Number SecretDisability / Online IdentityRandom reentry number for a partial IDR; SSA employees cannot retrieve a lost number under 2014 instructions.documented_20142026-10-115Access credential, not an authoritative SSN or reusable enterprise person identifier.R199_E0010business_ruleIDR Final Submission Record LockDisability / Online IntakeSelecting Submit finally transmits an IDR, locks the source record against user editing and permits EDCS propagation.documented_20142026-10-115R199_E0011data_collection_ruleIDR Provider City-and-State Minimum EntryDisability / Provider Information2014 IDR intake requires doctor first and last names plus city and state but not full address for specified medical provider responses.documented_20142026-10-115Partial provider-location data; not a verified complete provider address.R199_E0012access_controlIDR Archive Query-Only Field Office AccessDisability / Evidence RetentionThe Internet Query Facility may query or print archived IDR records until purged, but cannot reactivate them for EDCS.documented_20142026-10-115R199_E0013system_limitationiWMI Follow-Up Tracking Not AutomatedDisability / Workload ManagementPOMS DI 81007.080 states Internet WMI listing system lacks automated follow-up; unresolved SSNs can remain in its listing.documented_20172026-10-115Existing source SRC418 reused; no claim regarding 2026 modernization.R199_E0014control_fieldiWMI Internet Query IZ60 Delete Flag and Purge MarkerDisability / Workload ManagementThe internet query Delete This Report flag marks the IDR for eventual purge and disables EDCS propagation pending reversal.documented_20172026-10-115Marking does not immediately delete the record.R199_E0015retention_controliWMI Seven-Day Delete Flag Reversal WindowDisability / Workload ManagementPOMS DI 81007.080 states an incorrect Delete This Report Y must be removed within seven days to prevent report purge.documented_20172026-10-115Window documented in 2017 policy; not universal retention rule.R199_E0016workload_productiWMI Next-Day Submitted IDR ListingDisability / Workload ManagementThe Submitted Disability Reports Listing displays the submitted report SSN on the day after the internet user submits the IDR.documented_20172026-10-115This is an SSN appearing on a work listing, not independent evidence of medical eligibility.R199_E0017business_rulei3368 Existing DDS Case Propagation ExclusionDisability / Electronic Case DevelopmentWhen another case for the claimant is pending at DDS, normal i3368 propagation into EDCS is not possible under specified conditions.documented_20232026-10-115Use manual comparison and Update After Transfer; not all disability case paths are affected.R199_E0018business_processi3368 DDS-Pending Update After Transfer ExceptionDisability / Evidence ExchangeFO obtains internet query/printout, compares i3368 with EDCS 3368 and records discrepancies or new information via EDCS UAT.documented_20232026-10-115Documented exception path rather than routine propagation.R199_E0019business_processi3368 Unsubmitted Partial Manual EDCS TranscriptionDisability / Evidence IntakeWhere an i3368 partial cannot be reentered and submitted, FO queries and prints the partial and manually transcribes information into EDCS.documented_20232026-10-115No automatic EDCS import of a partial established.R199_E0020business_rulei3368 iClaim Submission-First GateDisability / Online IntakeFrom 2014-01-25, an internet user cannot submit i3368 without first submitting iClaim; previously standalone.documented_20232026-10-115Historical transition already in Atlas modernization history; new entity captures transaction precondition.R199_E0021business_rulei3368 MCS-MSSICS Claim Prior to EDCS Intake GateDisability / Intake Data LineageUnder DI 81007.035 an existing MCS or MSSICS claim precedes establishing EDCS case and propagating i3368, barring legacy pipeline exceptions.documented_20232026-10-115Different product repositories, no shared physical database implied.R199_E0022earnings_correction_rulePost-Time-Limit Misattributed Wage TransferEarnings / Program IntegritySSA may revise records after the time limit to transfer incorrectly attributed wages to the appropriate worker or period without changing the overall recorded amount.documented_20092026-10-1152009 POMS policy; applicability subject to cited statute.R199_E0023earnings_correction_ruleUnidentified Worker Wage Suspense TransferEarnings / Program IntegrityWages determined to belong to an unidentified worker transfer from a numberholder record to the earnings suspense file.documented_20092026-10-115Requires establishment of misattribution; not automatic reassignment to a named worker.R199_E0024earnings_correction_ruleMisattributed Self-Employment Income ReallocationEarnings / Program IntegrityAfter time limit, SEI incorrectly credited to an individual may be credited to another when original allocation is demonstrably wrong; existing amount is redistributed.documented_20092026-10-115SEI is self-employment income, not Supplemental Security Income; no new tax return automatically required under cited section.R199_E0025business_processICOR Wrong-Period or Wrong-Worker Earnings Correction ActionEarnings / SystemsItem Correction (ICOR) is prescribed to move wages between workers, periods, or into or out of the suspense file under applicable correction rules.documented_20092026-10-115Source does not specify transaction transport, physical MEF write mechanism or 2026 deployment.R199_E0026historical_business_ruleBOND eWork Participation-Specific Notice SuppressionDisability / Historic DemonstrationsDuring BOND participation, eWork changed notice behavior to avoid incorrect notices and generated BOND-specific explanatory paragraphs.historical_obsolete2026-10-115This demonstration ended; not current general eWork notice rule.R199_E0027historical_business_ruleBOND DCF DEMO Participation End-Date Work Review GateDisability / Historic DemonstrationsAt participant exit, eWork historical work review started in month following BOND end date on DCF DEMO screen.historical_obsolete2026-10-115POMS states BOND ended and L5R no longer operates.R199_E0028historical_business_ruleBOND Title XVI Independent Address and Earnings MaintenanceTitle XVI / Historic DemonstrationsPOMS explicitly allows ordinary FO SSI address, wage and living-arrangement updates for concurrent BOND beneficiaries independent of the demonstration work-review restrictions.historical_obsolete2026-10-115No inference of automatic Title II-Title XVI synchronization.R199_E0029historical_statusBOND L5R Closed Processing and Unavailable Review DataDisability / Historic DemonstrationsPOMS now states the demonstration is over, L5R office is no longer operating and requisite BOND review data unavailable.historical_obsolete2026-10-115Do not execute historical L5R routing instructions as active workflows.R200_E001operational_transactionSSNAP SAVE Initial Verification Immediate ResponseEnumeration / IdentitySSNAP sends SAVE initial verification in the SSN application path and retrieves the immediate response; critical identity attributes are matched.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E002manual_workflowSSNAP SAVE Additional Verification Manual Response RetrievalEnumeration / IdentitySAVE Additional Verification is electronic, but the returned AV record does not automatically propagate into SSNAP; FO must query received responses and update the SSN application.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E003manual_workflowSSNAP SAVE Third-Level Manual Response RetrievalEnumeration / IdentityFO must retrieve receipted electronic third-level SAVE responses through the SSNAP worklist, then update the pending application to import the response.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E004identity_business_ruleSSNAP SAVE Critical Identifier Selection for IV and AVEnumeration / IdentityWhen both A-number and I-94 are entered, SSNAP uses A-number for IV and I-94 number in AV, per documented verification path.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E005identity_business_ruleSSNAP SAVE Verification Suspect-to-Verified Status GateEnumeration / IdentitySSNAP matches critical data and updates evidence from Suspect to Verified only when applicable SAVE response satisfies verification.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E006historical_integration_exceptionDiscontinued WRAPS Fax Verification Retained in SSNAP User PathEnumeration / IdentityFebruary 2025 POMS says the WRAPS fax verification process is no longer used although WRAPS questions and prompts may still appear in SSNAP.obsolete_workflow_UI_retained2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E007manual_workflowSSNAP WRAPS Prompt Workaround to SAVE Additional VerificationEnumeration / IdentityIf legacy WRAPS screens appear following unsuccessful SAVE initial response, FO traverses the prompts and reopens application in update mode to trigger SAVE additional verification.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E008identity_evidence_productRefugee SSN Evidence Combination CBP I-94 and DOS Boarding LetterEnumeration / IdentityRefugee SSN evidence may comprise CBP I-94 online printout plus DOS transportation boarding letter with admission stamp; select prescribed SSNAP proof type.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E009automated_business_processRETAP Monthly Medicare HI and SMI Entitlement PostingTitle II / MedicareRegular Transcript Attainment and Selection Pass runs monthly; about four months before age 65 or 25th disability month, posts HI and SMI entitlement on MBR in eligible domestic jurisdictions.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E010eligibility_business_ruleRETAP Puerto Rico and Foreign Address HI-Only ExceptionMedicare / Address ProvenanceRETAP establishes only Medicare HI for Puerto Rico and foreign residence; does not automatically enroll the beneficiary in SMI.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E011publication_and_notice_workflowCMS Domestic Initial Enrollment Period Package FulfillmentMedicare / External ExchangesSSA sends HI/SMI entitlement data to CMS; CMS mails domestic Medicare initial-enrollment materials about three months before entitlement month.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E012postentitlement_workflowMedicare SMI Refusal and CMS Replacement Card SequenceMedicare / External ExchangesBeneficiary may refuse automatically enrolled SMI; SSA processes refusal and CMS issues revised HI-only Medicare card.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E013operational_formSSA-409 Post-Adjudicative Routing FormSSA-409Disability / Evidence / PC RoutingSSA-409 identifies actionable non-medical eView evidence and the required PC action/TOEL; the form is faxed to Paperless Processing Center.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E014routing_limitationeView Evidence Storage Does Not Automatically Alert Processing CenterDisability / Evidence / PC RoutingPOMS explicitly says eView filing does not trigger a PC alert; FO must fax SSA-409 separately to PC Paperless system.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E015document_authority_ruleEDCS Disability Report Official Record With Paper ExclusionDisability / EvidenceFor standard EDCS cases, EDCS report is official and paper destroyed after entry; in EDCS exclusion cases paper report is authoritative and filed in Modular Disability Folder.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E016identity_document_linkage_ruleeView Auxiliary Beneficiary Post-Entitlement Document Indexing RulePerson / Disability EvidenceNon-disabled auxiliary PE records use number holder SSN; disabled CDB/DWB auxiliary PE materials use beneficiary own account number.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E017evidence_ingest_controleView Non-Medical Fax Barcode Filing and Page VerificationDisability / EvidenceEmployees generate barcode, fax to Regional DMA and inspect eView to verify pages before destroying ordinary paper copies.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E018quality_review_business_ruleMAQR Documentation-Deficiency-Only Medical Assessment GateDisability / Quality ReviewQualified federal quality reviewers may use MAQR for adult documentation deficiencies categories 41,42,44,47,81; excluded for CDR, disabled-child cases and decisional deficiencies.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E019quality_review_workflowQRCPS Medical Consultant or Psychological Consultant ReferralDisability / Quality ReviewFederal reviewer submits coded case-processing referral when MC/PC review required or discretionary; reviewers address specified medical concerns and log findings.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E020document_provenance_ruleDQR Final Medical Review Forms eView Upload RequirementDisability / Quality ReviewFQR must upload finalized medical-review forms to eView while retaining original adjudicating medical assessments in folder audit trail.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E021international_payment_address_ruleIDD Residence Country May Differ From Bank Account CountryPayments / Address ProvenanceOctober 2026 policy allows a beneficiary resident in one eligible foreign country to bank in another IDD country; resident address and bank location are separate.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E022international_payment_address_ruleIDD Foreign Residence and Address Eligibility GatePayments / Address ProvenanceIDD generally requires outside-US residence and foreign address on file; moving to US ends IDD; Treasury barred-country limits apply.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E023identity_payment_controlIDD Mailed Signup Requires Identity Verification Before System UpdatePayments / IdentityFBUs or international processors receiving SSA-1199 by mail must authenticate beneficiary before updating IDD enrollment.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E024address_development_processTreasury EFT Fraud Claim Undeliverable Mail Address ReconciliationFraud / Address ProvenanceWhen Treasury claim form returns undeliverable, check updated MBR/SSR address. Without a new address, Treasury does not resend and SSA must develop current address.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E025document_availability_ruleTCIS EFT Claim Form and Direct Express R16 ExclusionPayments / FraudTCIS Integrated View lets staff print ordinary EFT claim forms, but Direct Express redirected payments use R16 request instead of stored or printed EFT form.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E026fraud_debt_accounting_workflowTreasury ENR Returned Funds DMS RRRE Credit and MBR MessageDebt / PaymentsPC receives Treasury FI debit report in Paperless and manually reduces or removes related Title II overpayment using DMS RRRE; posts MBR special message and reviews next workday.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E027fraud_debt_accounting_workflowSSI ENR Treasury Returned Credit SSR OPRR and PMTH PostingTitle XVI / DebtOBASA posts partial refunded amount to SSR OPRR with DOC 534 and full refund to SSR PMTH; employee reviews overpayment accounting.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E028tax_information_correction_workflowUnauthorized ENR Payment Corrected SSA-1099 Statement ProcedureTitle II / Tax DataWhen fraudulent redirection inflated SSA-1099 amounts, PC may prepare corrected SSA-1099 including $0 statement when no funds actually received.documented_policy2026-10-115Documented operational/policy condition; no inference of current implementation beyond source.R200_E029data_processing_relationshipInternet Direct Deposit Online Transactions Intermediate Posting to MBRTitle II / Online / PaymentsOpen Data states my Social Security direct-deposit changes go to database and are updated to MBR; activity volume counts online transactions only, excludes field-office, phone and mailed actions.documented_policy2026-10-114SSA Open Data describes intermediate database without naming hosting product; no new physical system is asserted.R201_E001business_rule2026 SSI Redetermination Does Not Independently Protect Title II FilingRZ/PFTitle II & XVI / FilingEffective April 27, 2026, initiating an SSI redetermination or completing its form no longer independently creates a Title II protective filing date.policy_effective_2026-04-272026-10-115Previously initiated redeterminations are governed by archived prior policy. No implied automated MBR update.R201_E002business_rule2026 iAppt Protective Filing Date Auto-Posting to MCS or CCETitle II & XVI / FilingPOMS GN 00204.010 describes automated propagation of iAppt protective filing dates to MCS or CCE, requiring employee verification.documented_20262026-10-115This is a defined appointment/protective-date process; separate from unverified iAppt person-data gate for CLIENT/Numident.R201_E003business_ruleTitle II MBR Filing Date Can Reflect Protective Filing DateTitle II & XVI / FilingMCS permits the protective filing date to appear as the date of filing on MBR, but claim receipt date remains a separately documented application event.documented_20262026-10-115Do not conflate signed internet submission date, date input to MCS, and protective date.R201_E004business_ruleTitle XVI Age-65 Claim MSSICS Receipt-Date ExceptionTitle II & XVI / FilingGN 00204.007 identifies an SSI age-65 system exception requiring application receipt date instead of protective filing date in MSSICS.documented_20262026-10-114Exact eligibility predicates require cross-reference; not a general filing-date change.R201_E005data_domainiClaim Internet Submission Receipt DateTitle II & XVI / FilingElectronically signed iClaim receipt date is claimant submission date displayed on IMNU, not the subsequent MCS establishment date.documented_20262026-10-115Receipt date and other protective filing dates must be distinguished.R201_E006business_ruleRASR Representative Direct-Contact Request Cross-Record DocumentationRepresentatives / ContactsRASR report of contact by itself does not populate MCS RPOC or CCE DROC; technicians manually document representatives request when directly contacting a represented claimant.documented_20262026-10-115Cross-system manual duplicate entry; instructions apply to documented exceptions to representative-first contact policy.R201_E007business_ruleRepresentative Direct-Contact Report of Contact MCS RPOC RequirementRepresentatives / ContactsFor direct contact at representative request, technicians create RPOC in MCS as applicable in addition to RASR.documented_20262026-10-115Manual action required because RASR does not automatically update MCS.R201_E008business_ruleRepresentative Direct-Contact Report of Contact CCE DROC RequirementRepresentatives / ContactsFor direct contact at representative request, technicians create DROC in CCE as applicable in addition to RASR.documented_20262026-10-115Manual action required because RASR does not automatically update CCE.R201_E009data_domainStatutory Blindness Two-Onset-Date DeterminationDisability / EvidenceDDS may establish a nonblind onset date and later statutory blind onset date, which can be represented separately in SSA-831.documented_20262026-10-115Ordinary MCS DICL / Title XVI clearance data do not propagate the later blind onset in the described circumstance.R201_E010business_ruleLater Statutory Blind Onset Nonpropagation to DICL and SSI ClearanceDisability / EvidenceWhen nonblind onset predates blindness, later blind onset is in SSA-831 remarks or item 18B rather than propagated DICL/SSI disability clearance fields.documented_20262026-10-115Caseworkers must review SSA-831; do not generalize to all blindness determinations.R201_E011data_domainMCS Adjusted Blind Onset Date FieldABODDisability / EvidenceSpecific DICL date for statutory blind insured Title II claimants, controlling later payment-related onset after substantial gainful activity; may differ from medical blindness onset.documented_20262026-10-115ABOD is no earlier than statutory blind medical onset in documented use; subject to eligibility rules.R201_E012data_domainSSR Type-of-Master-Record and Recipient Blindness CodesTMR/IDTitle XVI / DisabilityTitle XVI blind allowance can update SSR TMR and ID field, reflecting codes BI, BS, or BC according to case category.documented_20262026-10-115DDS corrections require follow-up if the expected SSR fields do not update.R201_E013data_domainPre-December-2012 Statutory Blind Diagnosis CodingDisability / HistoricalBefore December 1, 2012, statutory blindness cases do not use later diagnosis code 3694 and must be recognized by applicable listing codes.historical_ended_20122026-10-115Use proper vintage when joining 2006-2012 disability statistics.R201_E014interfaceLithuania International Direct Deposit MBR–ITS Dual EntryPayments / InternationalCountry-specific process requires approved SSA entry for banking fields plus same-day Treasury ITS.gov enrollment; absence of ITS.gov details leads to reject.documented_20262026-10-115Human-coordinated two-system transaction; do not infer a physical interface or automatic MBR-to-ITS feed.R201_E015data_domainLithuania IDD Treasury ITS Beneficiary AddressLT AddressAddress Provenance / TreasuryTreasury ITS.gov collects country-formatted beneficiary address LT/Town/Name as part of Lithuania payment enrollment.documented_20262026-10-115Payment enrollment address, not evidence of update to MBR residential attribute or Numident.R201_E016data_domainLithuania IDD International Bank Account NumberIBANPayments / InternationalBank-provided Lithuanian IBAN is 20 characters under SSA POMS and is used to derive coded banking data.documented_20262026-10-115Do not assume a complete 20-character IBAN persists in MBR fields.R201_E017data_domainLithuania IDD MBR Routing Prefix 66RTN66Payments / InternationalCountry-specific MBR deposit routing number begins with 66 under multi-country contract and applies derived check-digit procedures.documented_20262026-10-115This is beneficiary bank routing data, not a personal identifier or residential address.R201_E018data_domainLithuania IDD Depositor Account H Country CodeDAN-HPayments / InternationalSSA POMS directs H as first character of depositor account number field for Lithuania.documented_20262026-10-115Procedural text describes 21 coded characters while enumerating H plus 11 account digits; unresolved textual inconsistency.R201_E019formSSA-1199-OP34 Lithuania International Direct Deposit Sign-UpSSA-1199-OP34Payments / InternationalCountry-specific optional direct-deposit signup form listed as one means of receiving Lithuania bank data.documented_20262026-10-115Form is an intake option, not evidence of fully online self-service submission.R201_E020business_ruleLithuania IDD Euro Eligibility Branch Published ConflictPayments / InternationalPOMS requires Euro-denominated accounts but published Step 3 directs STOP when the account is in Euros, a logically inconsistent validation branch.unresolved_source_conflict2026-10-115Do not implement code from contradictory published directions; request SSA confirmation. The step may be a transcription error.R201_E021data_domainLithuania IDD Treasury ITS Financial Institution DataPayments / InternationalITS.gov separately captures account ownership, account type, IBAN, SWIFT-BIC, payee status and other bank routing information.documented_20262026-10-115Bank location, beneficiary residence and account-routing details are separate concepts.R201_E022business_ruleRepresentative Fee IDPE Second-Case Notice SuppressionRepresentatives / DebtRASR does not issue another IDPE notice automatically for a newly recorded fee issue when the entity is already ineligible for direct payment.documented_20252026-10-115Each excess fee occurrence has its own EIN/claimant SSN fee record; ineligibility persists until all records resolved.R201_E023data_domainIDPE Per-Incident Entity EIN and Claimant SSN RecordRepresentatives / DebtRASR IDPE tracks each erroneous/excess fee issue using entity EIN, specific claimant SSN and amount owed.documented_20252026-10-115EIN is representative entity identifier, not claimant SSN; transaction not representative payee record.R201_E024business_ruleHistoric Online BEVE Mailing to Address of RecordAddress Provenance / CommunicationsHistorical SSA policy describes online benefit verification request that automatically mails letter to address of record, using benefit verification system.historical_documented2026-10-114Source revision dated 2011 but includes my Social Security language, so actual feature start not established. No address update inferred.R201_E025business_ruleConcurrent CDR Paper-and-Electronic Folder Dual Custody RequirementDisability / EvidenceFor concurrent disability eCDRs, SSA may require transmission of associated Title II and Title XVI paper folders to DDS even when EDCS electronic folder exists.documented_20262026-10-115Do not infer the certified electronic folder includes all paper supporting records.R201_E026business_rule2026 SSI Initial-Award AFI Negative Search Applies Without Resource AllegationTitle XVI / Program IntegrityCurrent 2026 policy requires AFI requests for SSI allowances regardless of claimant alleged liquid resources, including reopening/reversal initial eligibility cases.policy_effective_2026-05-042026-10-115Existing broad AFI expansion captured in earlier Atlas; this entity preserves conditional absence-of-allegation verification detail.R201_E027formSSA-831 Disability Determination and TransmittalSSA-831Disability / EvidenceSSA disability determination/transmittal document, including diagnosis and onset entries for Title II and XVI claims.documented_20262026-10-115New canonical form entity; historical derivative research records already existed, now connected to operational onset rules.R202_E001external_organizationVermont Department for Children and FamiliesState ExchangesVermont DCF maintains benefits/assistance records queried by approved SSA employees under regional SASRO agreement.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E002external_applicationVermont DCF ACCESS Eligibility SystemState ExchangesVermont ACCESS eligibility system provides authorized SSA field-office staff inquiry-only information about TANF, food assistance and child-support information.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E003data_domainVermont ACCESS Custodial Benefit and Child Support EvidenceTitle XVI / State DataIn Vermont ACCESS, custodian-sourced TANF/General Assistance benefit amounts, SNAP amounts, household assistance unit, and child support payments have specifically permitted verification uses; child support multi-child cases may require follow-up.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E004data_domainVermont ACCESS Collateral Address and Telephone ObservationsAddress ProvenanceVermont ACCESS address and telephone information about recipients is collateral state-record information, requiring verification before it can establish an SSA fact.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E005business_ruleVermont SASRO Custodial-versus-Collateral Evidence RuleState Data GovernanceSSA regional policy permits relying on custodial benefits information under listed conditions but requires independently checking address, SSN, DOB and third-party data; record state, system, date, screen.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E006external_organizationConnecticut Department of Social ServicesState ExchangesConnecticut DSS provided SSA field offices access to eligibility information in state Eligibility Management System under SASRO.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E007external_applicationConnecticut DSS Eligibility Management SystemState ExchangesConnecticut Eligibility Management System (EMS) holds TANF, Medicaid and unemployment benefit information and was accessible to regional SSA employees through a state-managed account.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E008external_data_domainConnecticut Department of Labor Unemployment Benefit Custodial SourceState ExchangesConnecticut Department of Labor-origin unemployment benefits passed through DSS EMS were treated as verified under regional SASRO guidance; other noncustodial DSS attributes require verification.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E009interfaceConnecticut SASRO CTHS Main Menu Access RouteState ExchangesRegional SSA staff entered CTHS from the SSA Main Menu and authenticated with a state-assigned user ID to inquire into Connecticut EMS.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E010business_ruleConnecticut SASRO Custodial and Collateral Evidence ClassificationState Data GovernanceConnecticut state program benefit and qualifying state unemployment records may be verified via EMS; external income, SSNs and DOBs in EMS are only leads and need source verification.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E011business_processSSA Ticket Program Manager Contractor Earnings IntakeDisability / EmploymentTicket Program Manager receives wage reports from Employment Networks or State Vocational Rehabilitation programs and posts participant earnings into iTOPSS.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E012applicationInternet Ticket Operations Provider Support System (iTOPSS)Disability / Ticket to WorkSSA Ticket to Work program management system, documented as IDMS subsystem (2017 PIA) and with wage and payment processing under Ticket to Work. No hosting claims beyond published references.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E013data_productiTOPSS Ticket Participant Reported Wage DetailsDisability / EarningsiTOPSS includes wage/pay-stub data supplied by Ticket to Work Employment Networks or State VR and posted by Ticket Program Manager; earnings require SSA verification before program use.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E014batch_processiTOPSS Overnight Disability Control File Earnings UpdateDisability / EarningsSSA POMS states participant wage data posted to iTOPSS updates DCF through overnight batch processing; field offices separately verify income.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E015user_interfaceiTOPSS QERN Wage Query ViewDisability / EarningsSSA technicians can review iTOPSS wage details via QERN inquiry and EDCS Consolidated Wage Page for appropriate income development.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E016business_ruleiTOPSS Wage Evidence Claimant-Concurrence RuleTitle XVI / EarningsWhen using third-party iTOPSS wage reports as SSI evidence, staff document claimant agreement, prior attempts to obtain preferred evidence and month of wages; query is not self-validating.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E017document_repositorySSA Religious Exemption General Information Retrieval (GIR) RepositoryEnumeration / Tax DataGIR contains scanned historical and new IRS forms 4029 and 4361 returned from IRS under Religious Exemption Unit processes. No enterprise-wide GIR implementation inferred.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E018applicationEnumeration System Correspondence (ESCORR) ApplicationEnumeration / Person IdentitySSA Religious Exemption Unit enters required information into ESCORR to code Q/FICA religious tax exemption indicator on Numident when qualifying IRS Form 4029 is returned.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E019document_productGIR IRS Forms 4029 and 4361 Archived DocumentsTax / IdentityScanned exemption application records received from IRS, maintained in GIR as an administrative document retrieval product.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E020business_processIRS Form 4361 Religious Exemption Database Scan StatusTax / IdentityAfter processing IRS Form 4361, SSA Religious Exemption Unit scans the form to GIR and records Scanned status in its religious exemption database.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E021business_ruleMedicare Extra Help Application Address Change DevelopmentAddress ProvenanceHI 03010.038 states Extra Help mailing address in MAPS is for correspondence; if address change within preceding three months, Title II updates require POS to MBR, with separate SSI update procedure when applicable; WBDOC handles stated OCR/online form exceptions.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E022data_domainMAPS Extra Help Office of Child Support Enforcement Wage CheckMedicare / EarningsExtra Help SSA-1020 application permits reconciliation of alleged reduced wages against OCSE wage data, which may lag current wages; discrepancy must be investigated.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E023statistical_data_product2026 SSI Annual Report Table IV.E Administrative and Beneficiary Services CostsOACT / Publication PipelineOfficial 2026 SSI Annual Report IV.E describes and tabulates SSI program share of integrated agency administrative costs, with historical fiscal years and projected data.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E024financial_processSSI and OASDI Shared Administrative Cost Allocation and True-UpOACT / FinanceIntegrated SSA operating expenses are financed through the Limitation on Administrative Expenses account, with trust funds and general funds allocated by accepted cost-analysis method and final settlement after fiscal year.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E025statistical_data_productSSA Overall Customer Service Satisfaction FY2007-FY2023 CSVEnterprise Data / Open DataPublished SSA Open Data CSV covers agency overall customer service satisfaction in fiscal years 2007-2023; page updated March 14, 2024.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E026statistical_data_productSSA Initial Disability and Hearing Service Satisfaction FY2008-FY2018 CSVDisability / Open DataSSA Open Data customer satisfaction CSV covers initial-disability and hearing-level service fiscal years 2008-2018; dataset page lists update February 8, 2019.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E027external_programDepartment of Justice National Fraud Detection Center (NFDC)Federal Partner / Program IntegrityDOJ prosecutor-led multiagency fraud detection coordination center launched August 2026; SSA OIG announced analyst participation; no shared system data interchange specified.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E028governance_activitySSA OIG National Fraud Detection Center ParticipationFederal Partner / Program IntegritySSA OIG signed NFDC charter and committed investigators/analysts to fraud investigation coordination, August 2026 announcement.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E029document_classificationSSA-827 Certified Electronic Folder Barcode Document Type 1050Disability EvidenceSSA paper signed medical-release form 827 has barcode document type 1050 and is imaged to CEF; automatically filed signed electronic SSA-827 must not be faxed again.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R202_E030business_ruleSSA-827 Paper Electronic Folder Legibility CheckDisability EvidenceField office employee must verify legible signed SSA-827 in eView before transferring paper-signed form case to DDS, with separate EDCS exclusion MDF handling.documented_historical_or_policy2026-10-115No assertion of current implementation beyond the cited revision/observation.R203_E001data_attributeRASR Representative Business Address AttributeRepresentatives / Address ProvenanceRASR centrally stores representative business address supplied through signed SSA-1699; business-contact address is not claimant residence.documented_process2026-10-115Registration changes require signed SSA-1699 processed by OCO/DEBS. Confidentiality and use restrictions apply.R203_E002business_ruleRASR Representative Name Change Numident PrerequisitePerson/Identity / RepresentationRASR name correction requires previous Numident name change followed by an updated SSA-1699 reviewed by DEBS; no automatic identity-to-representative synchronization is established.documented_process2026-10-115Ordered transaction and employee/form handoff.R203_E003automated_workflowRASR Existing-Affiliation Pending-Claims PropagationRepresentatives / FeesAfter DEBS processes changed non-EIN affiliation information on SSA-1699, RASR automatically updates the affiliation information on related pending claims; no SSA-1696 refile required for those updates.documented_process2026-10-115EIN changes are explicitly excluded from this path.R203_E004business_ruleRASR Affiliation EIN Change as New AffiliationRepresentatives / FeesAn affiliation EIN change is a new affiliation; updated SSA-1696 Section V is required for a pending claim where representative wants the new EIN affiliation.documented_process2026-10-115R203_E005business_processDeceased Representative Estate Fee Registration and VerificationRepresentatives / PaymentBefore authorized direct payment of a deceased representative fee to an estate, SSA develops executor identity/address and processes SSA-1699 estate registration update after specified diary controls.documented_process2026-10-115The executor is not newly appointed as a claimant representative; 60-day wait and 15-day follow-up documented.R203_E006data_productRASR Representative Fee 1099-MISC and 1099-NEC Reporting DistinctionsRepresentatives / IRS Tax ReportingSSA reports direct representative fees using 1099-MISC/1099-NEC according to entity affiliation/registration status; only specified same-year payment or contact corrections supported.documented_process2026-10-115IRS taxpayer forms; no assertion of automatic IRS tax return updates or IRS address synchronization.R203_E007documented_interface_limitationeRPS Payee Termination Does Not Terminate MBR or SSR AppointmentRepresentative Payee / Title II / Title XVITerminating a payee relationship within eRPS alone does not terminate payee on MBR or SSR; field office must take a separate direct-pay or new-payee action.documented_process2026-10-115Explicit negative propagation; not a claim that new appointment never updates MBR/SSR.R203_E008documented_interface_limitationCPR MBR to SSR Debt-Disposition Exchange LimitationTitle II / Title XVI / DebtWhen Title II benefit ledger status changes during cross-program SSI debt recovery, the MBR does not send an SSI overpayment disposition exchange record to the SSR; a processing-center alert is generated instead.documented_process2026-10-115POMS SI 02220.020E.1 explicitly identifies interface limitation.R203_E009work_itemCPR Processing Center Alert for Interrupted Title II WithholdingTitle II / Title XVI / DebtDuring affected cross-program recovery status changes, MBR generates a processing center alert requiring action in lieu of an MBR-to-SSR debt-disposition exchange.documented_process2026-10-115R203_E010work_itemCPR B8 Diary on Resumption of SSI Current PaymentTitle XVI / DebtIf SSI debtor returns to C01 payment status while CPR remains in progress, automated B8 diary flags possible inappropriate K TAC disposition.documented_process2026-10-115R203_E011documented_workflow_limitationCPR DMS DROA Withholding Adjustment and K TAC StalenessTitle II / Title XVI / DebtEmployee changes Title II recovery withholding via DMS DROA when benefit payable changes; posted SSI K TAC may not reflect actual rate and ROAR is consulted.documented_process2026-10-115Cannot assume displayed K TAC is authoritative for current recovery amount.R203_E012documented_workflow_exceptionForeign-Address Criminal Payee DPS Call-In Notice ExceptionRepresentative Payee / Address ProvenanceWhen payee with a foreign address requires criminal-history call-in, use DPS instead of ordinary eRPS automated notice and establish a 15-day follow-up.documented_process2026-10-115Address determines correspondence procedure; not an address update.R203_E013identity_update_controlEAB Source Documentation Gate for Numident Keying CorrectionPerson/Identity / EnumerationCorrection of documented Enumeration-at-Birth source keying error requires originating participating entity records demonstrating its error before existing Numident iteration correction via NCP.documented_process2026-10-115Otherwise new iteration required; does not imply free-form revision.R203_E014external_data_attributeIRS NEW SSA Name Control Interim IndicatorIRS / Person IdentityIRS IMF taxpayer records expose NEW SSA N/C indicator after weekly SSA SSN/name-control update before quarterly DM-1 merge validation.documented_process2026-10-115IRS-only taxpayer account state; not a write to SSA Numident, MBR or SSR.R203_E015external_processing_cycleIRS DM-1 Quarterly Name-Control Reconciliation CycleIRS / Person IdentityIRS DM-1 validation merges run in January, April, July, November and reconcile new SSA name controls with IMF valid/invalid segments.documented_process2026-10-115IRS processing schedule as documented in IRM subsection updated 2022; do not infer SSA system schedule.R203_E016historical_automated_workflow2007 CDR Failure-to-Cooperate DCF-to-MBR Benefit ResumptionTitle II / Disability / Modernization History2007 SSA POMS states DCF transfer input after beneficiary cooperation triggers MBR resumption; exception causes processing-center paperless alert and manual action.historical_documented2026-10-115Historical 2007 documented behavior; not asserted as unchanged production implementation in 2026.R203_E017publication_controlOACT Statistical Tables Prepublication Version BoundaryOACT / Statistical PublicationsOACT statistical table catalog notes some tables include prepublication data and identifies which tables appear in Annual Statistical Supplement vs standalone products.documented_process2026-10-115Product freshness and methodological notes require table-level version tracking.R203_E018statistical_data_productOACT Historical Disabled Worker Beneficiary Statistics Table and ChartsOACT / Disability StatisticsOACT catalog links recent disabled worker beneficiary data and charts as statistical products outside Annual Statistical Supplement.documented_process2026-10-115Statistical outputs only; source operational production systems not established by this index.R204_E001business_processSSA Disaster-Area Address-Based Case IdentificationAddress provenance / disaster responsePublished procedure uses disaster-area ZIP codes and record addresses to identify affected MBR/SSR cases. This is case classification, not validation or replacement of a residence address.documented_policy2010-06-145R204_E002record_annotationMBR Disaster Procedures Special MessageLocal-source researchDisaster cases are designated in the MBR Special Message field. Staff must not delete or replace the message; records created after initial identification require a post-adjudicative message and listing code.documented_policy2010-06-145R204_E003record_annotationSSR Disaster Case Characteristic Code and Missed-Case Manual AdditionLocal-source researchAffected nonterminated Title XVI records receive a disaster CG code. Field offices may add it as the first CG entry for missed recipients who lived in affected areas and remain displaced.documented_policy2010-06-145R204_E004document_packageItalian Benefits Claim Forwarding Evidence Packet in PPCInternational benefits / evidenceA Benefit Earnings Technician stores Italian claim information, certified evidence copies, and the worker US coverage record in DIO PPC before forwarding the claim material to Italy.documented_policy2022-03-025R204_E005noticeItalian Benefits PPC-Generated Forwarding NoticeLocal-source researchPPC automatically generates a forwarding notice, which the Benefit Earnings Technician sends to the applicant. Notice generation and dispatch are distinct actions.documented_policy2022-03-025R204_E006operational_constraintItalian Benefits Post-Forwarding Status Visibility BoundaryLocal-source researchAfter a technician forwards the Italian claim, DIO cannot determine its subsequent Italian-benefit claim status. Applicants are directed to the Italian agency; PPC establishes forwarding status.documented_policy2022-03-025R204_E007contractSSA IBM Proprietary Support BPA SS000840027Procurement / historical technologyProcurement record dated 2009-02-26, modification 1, reports federal action obligation $0.00. Description: THIS REQUISITION IS TO ESTABLISH A NEW BPA FOR IBM PROPRIETARY SUPPORT SERVICES.documented_historical_procurement2009-02-264Award or BPA evidence only. No assertion of installation, acceptance, production deployment, or current status. Place of performance is not a hosting location.R204_E008contractSSA Mainframe Hardware BPA SS001140011Procurement / historical technologyProcurement record dated 2013-08-19, modification 4, reports federal action obligation $0.00. Description: NEW MAINFRAME HARDWARE BPAdocumented_historical_procurement2013-08-194Award or BPA evidence only. No assertion of installation, acceptance, production deployment, or current status. Place of performance is not a hosting location.R204_E009contractSSA Ab Initio Software and Services BPA SS001440015Procurement / historical technologyProcurement record dated 2014-07-14, modification 1, reports federal action obligation $0.00. Description: AB INITIO EXTRACT, TRANSFORM AND LOAD SOFTWARE, MAINTENANCE, CONSULTING SERVICES AND TRAINING BLANKET PURCHASE AGREEMENT (BPA).documented_historical_procurement2014-07-144Award or BPA evidence only. No assertion of installation, acceptance, production deployment, or current status. Place of performance is not a hosting location.R204_E010contractSSA Secure Browser Software BPA SS001440044Procurement / historical technologyProcurement record dated 2015-07-16, modification 1, reports federal action obligation $0.00. Description: THIS IS A $0 REQUISITION TO ESTABLISH A BPA FOR SECURE BROWSER SOFTWAREdocumented_historical_procurement2015-07-164Award or BPA evidence only. No assertion of installation, acceptance, production deployment, or current status. Place of performance is not a hosting location.R204_E011contractSSA Quality Center Migration Support Call 0006 under SS000840006Procurement / historical technologyProcurement record dated 2008-06-27, modification 0, reports federal action obligation $12225.00. Description: DVTT IS RESPONSIBLE FOR UPGRADING AND CONSOLIDATING QUALITY CENTER LICENSES, SOFTWARE, AND DATA FROM SEVERAL DISPARATE SERVERS TO A CENTRALIZED GROUP OF SERVERS TO BE HOUSED BY DESEI. IN ORDER TO SMOOTHLY MIGRATE MORE THAN 300 PROJECTS AND 1500 USERS ACROSS COMPONENTS, DVTT REQUIRES 80 HOURS OF PREMIUM SUPPORT FROM HP. SPECIFICALLY, HP WOULD PROVIDE UP TO 40 HOURS OF ON-SITE CONSULTATION IN THE PLANNING PHASE, ASSISTING IN THE UPGRADE TO 9.2, SCOPING OUT HARDWARE REQUIREMENTS AND PROVIDING A FORMAL REPORT DESCRIBING DETAILED RECOMMENDATIONS ON THE HARDWARE AND ARCHITECTURE THAT BEST FITS SSA'S RESOURCES AND NEEDS. THE REMAINING HOURS WOULD BE USED TO HAVE HP TECHNICAL SUPPORT ON-SITE DURING THE ACTUAL MIGRATION TO QUICKLY RESOLVE ISSUES THAT COULD POTENTIALLY RESULT IN EXTENDED HOURS OF DOWNTIME FOR HUNDREDS OF USERS.documented_historical_procurement2008-06-274Award or BPA evidence only. No assertion of installation, acceptance, production deployment, or current status. Place of performance is not a hosting location.R204_E012vendorSOLUTIONS ENGINEERING CORPProcurement / vendorNamed procurement recipient in the reviewed SSA record. UEI LCGCHS5JKU39; DUNS 174347849. Identity is as reported in this snapshot; corporate successors are not inferred.documented_historical_procurement2014-07-144R204_E013vendorNETCON, INCProcurement / vendorNamed procurement recipient in the reviewed SSA record. UEI MK7CB66VH219; DUNS 937665677. Identity is as reported in this snapshot; corporate successors are not inferred.documented_historical_procurement2015-07-164R204_E014vendorSPECTRUM SYSTEMS, INC.Procurement / vendorNamed procurement recipient in the reviewed SSA record. UEI ZRJRWK5KJP36; DUNS 156992745. Identity is as reported in this snapshot; corporate successors are not inferred.documented_historical_procurement2008-06-274R205_E001workflow_constrainteCDR Post-Transfer Contact Change Manual Entry BoundaryDisability / data lineageAfter eCDR transfer to DDS, contact changes must be keyed into CDR Information or CDR Representative and sent as a UAT. The published general eCDR instruction says this information does not repropagate from MBR or SSR.documented_scoped_policy2019-11-255Section D note; retains displayed policy date. No assertion of current physical implementation.R205_E002workflow_constraintAge-18 EDCS Post-Transfer Message and SSA-5002 Change RouteDisability / data lineageFor age-18 redeterminations, the instruction says Update after Transfer is unavailable, MSSICS corrections do not update the transferred EDCS record, and address changes must be reported by message and SSA-5002 narrative.documented_scoped_policy2016-03-025Section C reminder; retains displayed policy date. No assertion of current physical implementation.R205_E003record_update_ruleeCDR EDCS and Master-Record Address Dual Correction RequirementDisability / data lineageDuring eCDR client identification, staff review the address propagated from MBR/SSR and correct incorrect information both in EDCS and in MBR/SSR. An EDCS correction alone is not asserted to update either master record.documented_scoped_policy2019-11-255Section B.1; retains displayed policy date. No assertion of current physical implementation.R205_E004address_provenance_ruleeCDR Claimant Residence Address When a Payee ExistsDisability / data lineageWhen a representative payee exists, the eCDR Client Identification screen must carry the claimant residence address. This distinguishes the claimant residence from the representative payee contact address.documented_scoped_policy2019-11-255Section B.1 note; retains displayed policy date. No assertion of current physical implementation.R205_E005transfer_gateAge-18 EDCS Transfer Gate on SSR Adult Type of Master RecordDisability / data lineageAge-18 EDCS transfer requires prior verification that SSR Type of Master Record changed from child to adult; staff query SSID the following day. The gate is separate from the already represented conversion process.documented_scoped_policy2016-03-025Section B and C; retains displayed policy date. No assertion of current physical implementation.R205_E006date_attribute_ruleAge-18 EDCS Synthetic Comparison Point DateDisability / data lineageFor age-18 redetermination case creation, EDCS fills the CPD field with a date 12 months before CDR case creation and does not permit overkeying. This generated date is not evidence of an actual medical decision on that day.documented_scoped_policy2016-03-025Section C; retains displayed policy date. No assertion of current physical implementation.R205_E007data_propagation_ruleAge-18 DDS Capability Development Manual Input BoundaryDisability / data lineageThe yes response indicating DDS capability development is needed does not propagate from the mainframe. Once keyed on CDR Information it displays in the SSA-3367 capability field.documented_scoped_policy2016-03-025Section C important; retains displayed policy date. No assertion of current physical implementation.R205_E008validation_ruleEDCS Always Mandatory for Transfer Nonoverridable EditsDisability / data lineageAlways Mandatory for Transfer edits must be resolved before EDCS case transfer and cannot be overridden. They are distinct from the separately named Mandatory for Transfer category.documented_scoped_policy2008-01-245Section B.1.a; retains displayed policy date. No assertion of current physical implementation.R205_E009access_control_ruleEDCS Mandatory for Transfer Supervisory PIN OverrideDisability / data lineageWhen resolution is impossible, a supervisor using their own PIN may override Mandatory for Transfer edits on Collect Edits. These edits do not apply to FO-to-FO transfer; this does not override the Always Mandatory category.documented_scoped_policy2008-01-245Section B.1.b; retains displayed policy date. No assertion of current physical implementation.R205_E010screenEDCS Collect Edits ScreenDisability / data lineageCollect Edits lists incomplete or incorrect data and its primary screen after an edit check or failed transfer. Selecting an edit legend navigates to the relevant primary screen; the field itself may be on a secondary page.documented_scoped_policy2008-01-245Section B.1 and B.2.b; retains displayed policy date. No assertion of current physical implementation.R205_E011record_update_ruleDOD Benefit Interface Manual SSR Posting BoundarySSI / federal data interfacesThe published DOD benefit interface procedure says benefit information is not electronically posted to SSR; changes are posted manually after appropriate development. This is not an automatic address-write pathway.documented_scoped_policy2013-12-165Section A and B; retains displayed policy date. No assertion of current physical implementation.R205_E012alert_handling_ruleDOD Interface Matching Type-L Income No-Action AlertSSI / federal data interfacesThe DOD interface can generate an alert even when the pension amount agrees with Type-L income on SSR. Staff may discard that matching-income alert without action. Alert existence alone is not a discrepancy.documented_scoped_policy2013-12-165Section A; retains displayed policy date. No assertion of current physical implementation.R205_E013historical_workflowDOD Interface March-2007 Field Printer and MISF Alert RoutingSSI / federal data interfacesThe procedure states that from March 2007 DOD alerts are generated to field-office printers and placed on a facility named Management Information Systems Facility (MISF). No current transport or physical printer topology is inferred.documented_scoped_policy2013-12-165Section A; retains displayed policy date. No assertion of current physical implementation.R206_E001computation_ruleICF Function 31 Pre-Adjudicate Calculation BoundaryDisability / calculation and evidence provenanceICF function 31 calculates WC/PDB offset without affecting the beneficiary record. Completion requires propagating data to function 32 or 34; function 31 saves only a pre-adjudicate record.documented_scoped_policy2017-01-265Section C; retains displayed policy date. No assertion of current physical implementation.R206_E002data_propagation_ruleICF Function 32 Input-to-T2R Recalculation BoundaryDisability / calculation and evidence provenanceICF 32 sends input data to T2R rather than authoritative ICF calculation results. T2R recomputes using MBR and T2 Shared data, so manipulated ICF inputs may produce different T2R results. The policy does not specify which physical T2 Shared store is used.documented_scoped_policy2017-01-265Section C note; retains displayed policy date. No assertion of current physical implementation.R206_E003application_functionICF Function 34 Online Record EntryDisability / calculation and evidence provenanceOREO accepts propagated or manually calculated WC/PDB information, performs no offset calculations, and does not post directly through T2R. A processing-center BA/BTE effectuates the action through MACADE.documented_scoped_policy2015-11-305Section Introduction; D.1 and D.3; retains displayed policy date. No assertion of current physical implementation.R206_E004retention_ruleICF Single Pre-Adjudicate Record Eighteen-Month AvailabilityDisability / calculation and evidence provenanceOnly one pre-adjudicate record is retained at a time in the documented ICF workflow, available for 18 months. It permits calculation scenarios without completing a beneficiary-record change.documented_scoped_policy2017-01-265Section A.1; C; retains displayed policy date. No assertion of current physical implementation.R206_E005record_storage_ruleICF Adjudicated Datasheet ORS Storage TriggerDisability / calculation and evidence provenanceAdjudicated WC/PDB datasheets are stored in Online Retrieval System once their data is transmitted to T2R or propagated into MACADE. Function 33 supports viewing prior pre-adjudicate and adjudicate data; this does not establish indefinite retention.documented_scoped_policy2017-01-265Section C; retains displayed policy date. No assertion of current physical implementation.R206_E006notice_control_ruleICF WCEP ENB Field Ignored by T2R Notice GenerationDisability / calculation and evidence provenanceT2R ignores notice data entered in the WCEP ENB field when processing ICF 32 inputs. The policy directs OREO when staff must ensure the T2R automated notice is not generated and released.documented_scoped_policy2015-11-305Section A.5; retains displayed policy date. No assertion of current physical implementation.R206_E007calculation_toole2455+ WC Offset CalculatorDisability / calculation and evidence provenanceThe policy names e2455+ as a WC offset calculation tool and states the e2455 tool propagates offset rates into OREO. No physical hosting, vendor or deployment date is inferred.documented_scoped_policy2015-11-305Section D.1; retains displayed policy date. No assertion of current physical implementation.R206_E008evidence_workflowWC Offset Administrative-Finality Datasheet Dual FilingDisability / calculation and evidence provenanceFor protected rates, staff document the pre-adjudicate datasheet and special instructions, fax a copy into NDRed, and processing centers also scan a copy into PPC. An MBR Special Message identifies the protected months and NDRed copy.documented_scoped_policy2015-11-305Section A.3.a; retains displayed policy date. No assertion of current physical implementation.R206_E009record_view_ruleeView Forms View Successful-Transfer Snapshot SemanticsDisability / calculation and evidence provenanceForms view presents disability report information as it existed when the field office successfully transferred the case. It is distinct from Case Data view, which includes later information and UAT changes.documented_scoped_policy2013-01-105Section A and B; retains displayed policy date. No assertion of current physical implementation.R206_E010evidence_precedence_ruleeView SSA-831 Dual Representation and Latest-Image Action RuleDisability / calculation and evidence provenanceeView stores SSA-831 as a Section A Case Documents image and as formatted Case Data. Because multiple versions can exist, the instruction directs action based on the most recent imaged SSA-831 in Section A.documented_scoped_policy2013-01-105Section B note; retains displayed policy date. No assertion of current physical implementation.R206_E011audit_provenance_ruleEDCS ROC Whole-Record Snapshot Comparison RequirementDisability / calculation and evidence provenanceROC snapshots contain all information in every section and identify the triggering event, actor, office and time, but do not label which information changed. Staff must compare records to determine field changes.documented_scoped_policy2013-01-105Section C and C.2; retains displayed policy date. No assertion of current physical implementation.R206_E012retention_boundaryEDCS Case Deletion Removes Associated ROC HistoryDisability / calculation and evidence provenanceDeleting an EDCS case deletes the entire record including its Records of Change. ROC availability therefore must not be interpreted as an independent immutable retention guarantee.documented_scoped_policy2013-01-105Section C; retains displayed policy date. No assertion of current physical implementation.R206_E013exception_visibility_ruleeView Internet Disability Report Failed-Propagation AnnotationDisability / calculation and evidence provenanceWhen an Internet Disability Report existed but failed to propagate into EDCS, eView Client and Onset Dates in Case Information displays the report type and failure reason.documented_scoped_policy2013-01-105Section A; retains displayed policy date. No assertion of current physical implementation.REPORT_DI_ASR_2024reportAnnual Statistical Report on the Social Security Disability Insurance Program, 2024Statistical Publications / Disability InsuranceAnnual SSA report presenting program and demographic statistics for Social Security disability beneficiaries and disability application outcomes.observed_current_publication2026-10-055Released December 2025; Federal Data Catalog identifier US-GOV-SSA-3327.REPORT_DMS_CCFORTreportCCFORT Debit/Credit Card Remittance TransmittalCCFORTPayments / Debt / RemittancesDMS-generated end-of-day transmittal for debit/credit-card remittance transactions.observed_current2026-10-045Source uses acronym CCFORT but does not explicitly expand each letter; canonical label avoids an unsupported expansion.REPORT_DMS_FODRLreportField Office Daily Receipt ListingFODRLPayments / Debt / RemittancesDMS-generated daily listing used for auditing and reconciling other program and non-program money.observed_current2026-10-045Current March 2026 POMS.REPORT_DMS_FORTreportField Office Remittance TransmittalFORTPayments / Debt / RemittancesDMS-generated end-of-day transmittal listing check and money-order remittances that a field office sends to MATPSC.observed_current2026-10-045Current March 2026 POMS.REPORT_EARN_EMP_2023reportEarnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2023Earnings and Employment 2023Research / Statistics / EarningsCurrent SSA statistical report presenting 2023 Social Security and Medicare covered-worker earnings/employment statistics by state and county.observed_current_publication2026-015Current published tables identify the Continuous Work History Sample 1-percent sample as the source; geographic designations use worker residence/address logic documented in the introduction.REPORT_EARN_EMP_SERIESreport_seriesEarnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and CountyEarnings and EmploymentResearch / Statistics / EarningsSSA annual statistical publication series presenting covered-worker earnings and employment by state and county.observed_current_publication_series2026-015Current 2023 edition was released January 2026. ORES is developing MGD as a larger-population future methodology for this series.REPORT_ENUM_MI_LISTINGreportEnumeration Management Information ListingEnumeration MI listingIdentity & Enumeration / AnalyticsManagement-information listing referenced by enumeration policy for pending exception work.observed_current_reference2026-10-045Source establishes EBE EM3 inclusion and EAE EM exclusion; underlying report-generation store is not inferred.REPORT_FAST_FACTS_2026reportFast Facts & Figures About Social Security, 2026Fast Facts 2026Statistical Publications / OASDI & SSIOctober 2026 statistical publication highlighting core Social Security and SSI program statistics.observed_current_publication2026-10-055SSA states most statistics come from Annual Statistical Supplement; trust-fund operations data come from the 2026 Trustees Report.REPORT_OACT_DEMOGRAPHIC_2026data_product2026 Long-Range Demographic Assumptions Memorandum2026 Demographic AssumptionsActuarial / Trust FundsOCACT Actuarial Services memorandum specifying fertility, mortality, and immigration assumptions used in the 2026 OASDI Trustees Report.observed_current_publication2026-06-095Publication/data-product entity; no software implementation is inferred.REPORT_OACT_ECONOMIC_2026report2026 Long-Range Economic Assumptions Memorandum2026 Economic Assumptions MemorandumActuarial / Economic ProjectionsOCACT memorandum documenting key long-range economic assumptions used for the 2026 OASDI Trustees Report.observed_current_publication2026-06-095Documents assumptions; no software, database, or execution platform is inferred.REPORT_OACT_FACT_SHEETreport_seriesSocial Security Program Fact SheetOASDI Fact SheetActuarial / Statistical PublicationsSemiannual OCACT fact sheet presenting recent OASDI beneficiary counts, average benefits, measures of protection, and trust-fund financial data.observed_current_semiannual2026-06-305Current June 30, 2026 edition observed; physical publication-generation pipeline is not stated.REPORT_OASDI_MONTHLY_STATSreport_seriesOASDI Monthly StatisticsStatistical Publications / OASDIHistorical monthly OASDI statistical publication series providing current-payment and award statistics; discontinued after the November 2007 edition but newly cataloged in SSA’s 2026 comprehensive data inventory.historical_discontinued_currently_cataloged2026-08-245Historical product retained for publication-lineage mapping. Current comparable statistics are available in Monthly Statistical Snapshot and OACT Beneficiary Data.REPORT_R194_SUPPLEMENT_2020statistical_publication2020 Annual Statistical Supplement Historical Publication VintageData Products & PublicationSSA 2020 Annual Statistical Supplement completed February 2021 and subsequently corrected in 2022, 2025, and 2026.documented2021-025REPORT_SSAB_REPPAYEE_TRENDS_2026reportSSAB Representative Payee Trends Issue Brief (2026)Representative Payee TrendsRepresentative Payee / ResearchSocial Security Advisory Board issue brief analyzing trends among adult Title II beneficiaries and SSI recipients with representative payees during 2010-2025.observed_current_publication2026-09-305External advisory analysis; not an SSA operational system.REPORT_SSAB_SSI_REPORTING_2026reportSupplemental Security Income and Reporting Requirements (2026)SSI Reporting RequirementsTitle XVI / Advisory / Modernization2026 SSAB report on SSI change-reporting burden and digital modernization opportunities.observed_current_advisory_report2026-07-255Recommendations are advisory and are not treated as deployed SSA capabilities or committed implementation plans.REPORT_SSI_ANNUAL_2026report2026 SSI Annual Report2026 SSI Annual ReportActuarial / SSI / PublicationsAnnual report on the Supplemental Security Income program with program description, 25-year recipient and cost projections, statutory history, historical/current data, and research summaries.observed_current_publication2026-10-055Issued July 2026 under the statutory annual reporting mandate.REPORT_SSI_ASR_2025reportSSI Annual Statistical Report, 2025Statistical Publications / SSIAnnual SSA statistical publication covering SSI program size, recipients, applications, awards, disability outcomes, and eligibility events for 2025.observed_current_publication2026-10-055Released August 2026; Federal Data Catalog identifier US-GOV-SSA-3417.REPORT_STAT_SUPP_2026reportAnnual Statistical Supplement, 2026Statistical Publications / OASDI & SSISSA statistical publication released in sections as data become available, drawing on operational administrative records including MBR and SSR.partial_release_20262026-10-075Federal Data Catalog identifier US-GOV-SSA-3377. SSA states the 2026 edition is being released in sections with expected completion by 2027-02-28. Run104 2026-10-07: publisher states staged release; all tables may be revised until full edition completion expected 2027-02-28.REPORT_STAT_SUPP_SERIESreport_seriesAnnual Statistical Supplement to the Social Security BulletinAnnual Statistical SupplementResearch / StatisticsSSA recurring statistical publication series for program, beneficiary, earnings, and administrative data.observed_current_publication_series2026-10-055Run 66 adds a series-level object so methodology development can be related to the publication family without incorrectly asserting that MGD already produced the 2026 edition.REPORT_TRUSTEES_2026report2026 OASDI Trustees Report2026 Trustees ReportActuarial / Trust FundsAnnual report on the financial and actuarial status of the OASI and DI Trust Funds, including historical data, projections, assumptions, report tables, and supplemental single-year tables.observed_current_publication2026-06-095Published by SSA Office of the Chief Actuary.REPO_CEFrepositoryCertified Electronic FolderCEFDisability EvidenceOfficial electronic disability claims folder when certified as electronic.observed_active2026-095REPO_DA_MPRO_SHAREPOINTrepositoryDisability Adjudication Medical Professional Relations Officer SharePoint SiteDA MPRO SharePointDisability / Consultative ExaminationsNamed SharePoint site used by DDS components to submit CE oversight reports, provider lists, and CE/MER fee schedules.observed_current2026-09-025REPO_DMA_ECLIENTrepositoryDocument Management Architecture eClientDMA eClientEvidence & DocumentseDIB document repository for images and multimedia described inside the Document Management Architecture boundary.documented_in_2018_edib_pia_current_status_unconfirmed2018-02-0142018 architecture evidence only; current physical implementation unresolved.REPO_EFrepositoryElectronic FolderEFDisability EvidenceElectronic disability case folder; may or may not be the official folder depending on case status.observed_active2026-095REPO_EMRrepositoryEnterprise Metadata RepositoryEMREnterprise Data / MetadataNon-public SSA repository of physical and logical metadata about relational databases and record structures.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-180.REPO_EVIEW_PRIVATE_SECTIONrepository_sectioneView Private SectionPrivate Section of eViewDisability / Hearings / EvidenceRestricted eView section used to gather, maintain, and view electronic ALJ and Appeals Council working-file documents.documented_sorn_architecture_2018_current_sorn_catalog2026-10-0652018 SORNs identify the Private Section and say it is accessible only to authorized SSA staff; current implementation details beyond eView are not inferred.REPO_L4020_SHAREPOINTrepositorySSA-L4020 IP Recoup Forms SharePointSSA-L4020 SharePointProgram Integrity / Prisoner / RecordsUniversally viewable, view-only SharePoint site used to retain completed SSA-L4020 recoupment notices for inquiry handling.observed_current_policy2026-04-145POMS establishes SharePoint technology and view-only access; hosting/version are not inferred.REPO_MDFrepositoryModular Disability FolderMDFDisability / Paper Case ProcessingOfficial paper disability folder for cases excluded from or limited in EDCS/electronic processing.observed_current2026-03-045Current POMS explicitly preserves MDF procedures.REPO_NDRrepositoryNon Disability RepositoryNDRClaims / EvidenceRepository described by SSA POMS as the destination for non-disability artifacts faxed with DMA barcodes; NDR is contained within a section of Document Manager Architecture.observed_current2026-10-035POMS distinguishes NDR storage from the NDRed application. The pre-existing Atlas NDRed record is retained unchanged pending a later schema-normalization pass.REPO_NDREDrepositoryNon-Disability Repository for Evidentiary DocumentsNDRedEvidence & DocumentsRepository for non-disability evidentiary documents accessed/stored through Evidence Portal workflows.observed_active2026-06-085REPO_PAPER_DISABILITY_FOLDERrepositoryPaper Disability Claims FolderPaper Disability FolderDisability / Evidence / Exception ProcessingPaper disability claim or appeal folder used when an EDCS case cannot remain fully electronic, including certain former-SSN/new-SSN exception cases.observed_current_exception_processing2026-10-065Current POMS requires conversion to a paper folder for specified new-SSN cases; physical storage location and retention implementation are not inferred.REPO_PIR_SHARED_SITErepositoryPIR Shared Internal Document SitePIR Shared SiteIT Governance / Investment ManagementUnnamed shared internal website SSA used to retain Post-Implementation Review documents.documented_historical_current_through_2026_audit2026-09-305OIG says the site lacked controls linking dashboard data to source documents. Product/platform is not publicly identified.REPO_SOA_SERVICE_REGISTRYrepositorySOA - Service Registry and RepositorySOAInfrastructure / Service-Oriented ArchitectureRegistry/repository used to support software distribution and management and to store technical and business metadata for web services, framework components, and legacy utilities.current_open_data_inventory2026-10-045SSA enterprise inventory identifier US-GOV-SSA-1791. Source keywords include WSRR but do not establish a vendor/product expansion, so none is inferred.REPO_SSA_VENDORrepositorySSA Vendor RepositoryVendor RepositoryAcquisition / Vendor Market ResearchSSA repository/database containing vendor capability information for market research by SSA personnel.observed_current_source2026-10-075SSA instructions say information is available to all SSA components for market research and remains in the repository for approximately one year before deletion unless resubmitted.REPO_SSITMS_PRECEDENTSrepositorySSITMS SharePoint Repository for PrecedentsSSITMS Precedent RepositoryTitle XVI / Resources / TrustsSharePoint repository reached through SSITMS that stores pooled-trust and IGRA trust precedents and related legal evaluations.observed_current_policy_reference2026-10-065POMS explicitly identifies the repository and instructs Regional Trust Leads to maintain precedents there.SCR_MCS_TOTLinterfaceMCS Totalization ScreenTOTLTitle II / International / EarningsModernized Claims System Totalization screen used in applicable foreign-benefit/Totalization claims to generate an earnings record for the foreign country.observed_current_reference2026-10-045Logical MCS screen; no separate backend is inferred.SERVICE_SSA_PMFserviceSSA Print/Mail FacilityPMFNotices / Printing & MailingSSA facility/service identified in current POMS as printing and mailing on-request Social Security Statements.observed_current_reference2026-10-055No print technology, vendor stack, or hosting boundary inferred.STD_SOCexternal_data_referenceStandard Occupational ClassificationSOCDisability / Occupational DataFederal occupational classification standard used by BLS to classify ORS data; ORS Wave 2 uses the 2018 SOC.observed_current_reference2026-10-065STORE_SERS_CONSERVEDdata_storeSERS Conserved Funds StoreRepresentative Payee / RemittancesSERS store used for conserved-fund remittances when no associated programmatic debt is found.observed_current2026-02-015STORE_SERS_PROGRAMMATICdata_storeSERS Programmatic StoreDebt & RemittancesSERS store that retrieves and displays established programmatic debts/overpayments associated with MBR, SSR, ROAR or ECO.observed_current2026-02-015STRUCT_CDWdata_structureCase Development WorksheetCDWDisability / Case DevelopmentCase-development worksheet receiving information from DCPS case notes during disability evidence development.observed_current2025-01-065Current CE instructions explicitly say DCPS Case Note can write to CDW.STRUCT_DDEdata_structureDisability Determination ExplanationDDEDisability / AdjudicationElectronic explanation/rationale structure used in DCPS to document medical and non-medical factors, case notes and determination rationale.observed_current2026-08-315Current POMS repeatedly maps DCPS pages and notes to the DDE.STRUCT_DSPEdata_structurePost Eligibility Transaction RecordDSPETitle XVI / Post-EligibilityPost-eligibility subsection of the Supplemental Security Record.current_open_data_inventory2026-09-175US-GOV-SSA-183.SURVEY_NBF_1991survey1991 New Beneficiary Follow-upNBFResearch / Survey DataSecond-round longitudinal survey updating circumstances of New Beneficiary Survey respondents.historical_completed2026-10-055SSA documents updates to marital status, household composition, economic profile, health, family contacts, postretirement employment, widowhood/divorce effects, household moves, and reasons for moving.SURVEY_NBS_1982survey1982 New Beneficiary SurveyNBSResearch / Survey DataNational cross-sectional survey of new beneficiaries that forms the initial survey basis of NBDS.historical_completed2026-10-055SSA documents demographic, employment, marital, childbearing, household, health, income/assets, and program-knowledge variables.SVC_AMAZON_CONNECTserviceAmazon ConnectAWS ConnectContact Center / CloudCloud Contact Center as a Service used by SSA for telephony, including toll-free capability.observed_broad_deployment_20262026-09-305GAO documented SSA obtaining required toll-free services through Amazon Connect in 2025. This run does not infer the post-option-period contract status in October 2026. Run 21 OIG audit documents rollout to all field offices/card centers, processing centers, International Call Center, and remaining DDS/DPB/DPU by winter 2026; September 2026 agencywide completion appears as a plan, not independently verified completion. OIG September 2026 reported SSA generally experienced improved telephone service platform performance after the August 2024 AWS Connect transition, while identifying BPA oversight/performance-measure weaknesses.SVC_APPT_QUESTIONNAIREdigital_serviceSSA.gov Make an Appointment QuestionnaireCustomer Service / SchedulingPublic SSA.gov questionnaire using conditional logic to guide customers on whether an appointment is needed and how to schedule or complete service.observed_launched2025-07-215EM-25035 REV describes English/Spanish availability and July 21, 2025 launch.SVC_ASAPexternal_serviceAutomated Standard Application PaymentsASAPGrants / PaymentsFederal electronic payment-account service that SSA grant recipients are required to establish for grant payments.observed_current_reference2026-10-055Current OAG grants FAQ explicitly requires electronic payment accounts with ASAP.SVC_AVCexternal_serviceAddress Verification Contractor ServiceAVCPayments / Debt Collection / Address ProvenanceContractor-supplied address verification service used by SSA External Collection Operation to obtain a verified debtor address before external-collection notices.observed_current_policy2025-05-085The public policy does not identify the contractor/vendor. Treat returned address as an external debt-collection lookup result, not an SSA program-master address.SVC_AVSexternal_serviceAccount Verification ServiceAVSPayments / Payment IntegrityTreasury Bureau of the Fiscal Service payment-integrity service used for real-time verification of bank-account existence, status, and ownership.observed_current_ssa_use20265SSA FY2027 budget says a series of real-time bank-verification checks including AVS was implemented in March 2025.SVC_BSO_NAME_SSN_ERRORSserviceView Wage Report Name/SSN ErrorsView Name/SSN ErrorsEarnings / Employer / Digital ServicesBusiness Services Online service through which authorized employers or submitters can retrieve wage-report name and SSN mismatch information.observed_current2026-10-075Access requires BSO registration and activation-code process; no underlying database is inferred.SVC_BWSinterfaceBOND Web ServicesBWSDisability Demonstrations / BONDInternet-accessible BOND interface that provided a one-way BODS-to-BSAS data exchange and supported server-to-server ping/bulk-file transfer.historical_bond_project2017-02-135BOND project architecture; current operation is not inferred.SVC_CONTROL_TRACK_WS_MIserviceControl And Tracking Web Service MIControl And Tracking Web Service MIEnterprise Integration / eServicesWeb service that processes application requests for submission of control numbers and status inserts.observed_current_catalog2026-10-055Federal Data Catalog identifier US-GOV-SSA-14. Do not infer implementation protocol from the term web service.SVC_CPARSexternal_serviceContractor Performance Assessment Reporting SystemCPARSProcurement / Contractor PerformanceDepartment of Defense web-enabled application used by SSA to collect and manage contractor past-performance evaluations.observed_current_reference2026-10-055SSA OAG says SSA has utilized CPARS since October 1, 2010; current production details are controlled by the external service.SVC_CROSS_SERVICINGexternal_serviceTreasury Cross-ServicingExternal Debt CollectionFiscal Service delinquent-debt collection service using letters, calls, skip tracing, TOP, private collection agencies and AWG.observed_current_treasury_service2026-03-165SSA-specific routing through CRS is future/implementation-dependent.SVC_CRSexternal_serviceCentralized Receivables ServiceCRSExternal Debt CollectionBureau of the Fiscal Service shared service for current and early-delinquency federal accounts receivable, invoicing, follow-up, payment plans and electronic collection.ssa_implementation_in_progress2025-08-315SSA FY2025 AFR says SSA is working with Fiscal Service to implement CRS for debtors in non-pay status.SVC_DA_SDRM_FORMS_SITEinternal_siteDisability Adjudication SDRM Intranet Financial Forms SiteDA SDRM IntranetDisability / DDS / Forms DistributionInternal Disability Adjudication intranet website through which State DDSs can obtain electronic financial-management forms.observed_current_policy_reference2026-10-075Modeled only as the explicitly named intranet distribution surface; hosting and repository technology are not public.SVC_DIRECT_EXPRESSexternal_serviceDirect ExpressDEBenefit Payments / Electronic PaymentsTreasury prepaid debit-card program used to receive Federal benefit payments electronically without a conventional bank account.observed_current_transition2026-05-195New SSA enrollments moved to Fifth Third Bank beginning May 18, 2026 while existing Comerica cardholders transition in phases.SVC_DLDVexternal_serviceAAMVA/DLDV Driver License Data VerificationDLDVIdentity / External VerificationState driver-license/state-ID verification capability used by iSSNRC for participating jurisdictions.observed_current_policy2026-10-054POMS labels the participation column AAMVA/DLDV but does not expose the service expansion, API, persistence, or exact transport mechanism.SVC_DNPexternal_serviceDo Not PayExternal Shared Services / Payment IntegrityTreasury Bureau of the Fiscal Service shared payment-integrity service that provides federal and state agencies centralized access to authoritative data for identity, eligibility, and payment verification.observed_current2026-10-045External Treasury shared service. SSA is a data owner for several DNP data sources, but DNP is not modeled as an SSA-hosted platform.SVC_DNP_CONNECTexternal_serviceDo Not Pay ConnectExternal Shared Services / Payment Integrity / APISecure Treasury Do Not Pay API product for real-time system-to-system eligibility screening, including single or batch queries and returned risk/confidence information.observed_current2026-10-045Treasury explicitly documents API access. SSA-specific application consumers are not identified in the reviewed public sources.SVC_DNP_WEBexternal_serviceDo Not Pay Web PortalExternal Shared Services / Payment IntegritySecure Treasury web portal providing on-demand searches, batch-result review, continuous-monitoring alerts, and reporting over Do Not Pay data sources.observed_current2026-10-045External Treasury service. No SSA-specific user population is inferred.SVC_DOCUTECTORexternal_reference_serviceDocutectorIdentity / Enumeration / Document AuthenticationDocument-reference service used by SSA employees to compare identity documents with visual standards and exhibits, including foreign driver licenses.observed_current_policy_reference2026-10-055POMS establishes SSA use but does not establish SSA ownership, hosting, vendor contract, or direct system integration.SVC_E1693digital_serviceElectronic Form SSA-1693e1693Representation / Digital FormsSSA electronic service for completing and multi-party signing the Fee Agreement for Representation Before the Social Security Administration.observed_current2026-10-045Current secure service supports the initiating representative, claimant, and up to five additional representatives; current page identifies Adobe Sign email workflow.SVC_E1696digital_serviceElectronic Form SSA-1696e1696Representation / Digital FormsFully electronic representative-appointment service through which representative and claimant sign and submit Form SSA-1696.observed_current2026-10-045POMS states the servicing FO receives an SSA-1696-APP electronic image via WorkTrack.SVC_ECBSV_APIinterfaceeCBSV Verification APIIdentity VerificationCurrent external verification API exposed for eCBSV permitted entities.observed_current2026-10-035SVC_EE_UTILITYcomputational_serviceEntitlement/Eligibility UtilityEETitle II / ComputationTitle II entitlement/eligibility computational utility identified for conversion analysis and modernization.historical_modernization_target20205Acronym EE is source-explicit in the FY2020 budget; do not confuse this utility with other SSA uses of EE such as earnings-related diaries.SVC_EFAXsubmission_channelElectronic FaxeFaxEnterprise Intake / Representation / Document SubmissionElectronic fax submission channel identified by current SSA policy as an accepted route for paper Form SSA-1696 and other document intake.observed_current_reference2026-10-055Modeled as a submission channel only. The underlying fax platform, vendor, routing service, storage, and gateway architecture remain unverified.SVC_EN_PORTALexternal_portalEmployment Network PortalEN PortalTicket to Work / External ServicesSecure web interface through which Employment Networks and State Vocational Rehabilitation users interacted with SSA Ticket to Work functions in the IDMS/iTOPSS environment.historically_documented_20172017-02-1342017 architecture evidence only; current portal implementation/name is not inferred.SVC_EREWSinterfaceElectronic Records Express Web ServicesEREWSDisability / Evidence ExchangeHigh-volume machine-to-machine Internet interface documented by SSA for business partners to submit electronic disability evidence without a user interface.documented_historical_2007_current_status_unconfirmed2007-07-025SSA’s 2007 client guide documents the technical interface. A current ERE web page still documents ERE generally, but this run does not claim the 2007 EREWS implementation remains deployed unchanged.SVC_ERE_EORserviceElectronic Outbound RequesteORDisability / EvidenceERE feature for electronic delivery of consultative-examination and evidence request packages and provider responses.observed_current2026-10-035Supports CE/evidence requests, responses and response tracking.SVC_ERQYserviceEmployer Report QueryERQYEarnings / EmployerEmployer report/adjustment query used to inspect employer filing and wage-report problem information.observed_current2026-10-035SVC_EVVEexternal_serviceElectronic Verification of Vital EventsEVVEIdentity / EnumerationVerification service used by authorized SSA staff to query participating state vital-record systems for birth-record verification.observed_current2026-10-065Verification only; POMS explicitly says no certification queries. Run 84: current POMS was revalidated and output-level result, state-file-number, and possible-death indicators are now modeled separately.SVC_EWRWSinterfaceElectronic Wage Reporting Web ServiceEWRWSEarnings / EmployerWeb-service channel for existing payroll/tax-reporting consolidators to submit EFW2 wage reports electronically and retrieve submission status.observed_current_restricted_onboarding2026-10-055Current SSA material still describes the service but states SSA is not accepting new EWRWS users/consolidators.SVC_FEDCONNECTexternal_serviceFedConnectFedConnectProcurement / External ServiceExternal federal procurement collaboration/service named by SSA as the required registration and application channel for interested vocational-expert vendors when an OHO BPA solicitation is active.observed_current_conditional_use2026-10-055SSA states no VE BPA solicitation is currently active. The entity represents the named procurement channel, not an SSA-owned system.SVC_FPLSexternal_serviceFederal Parent Locator ServiceFPLSExternal Data Exchange / Child SupportFederal parent-locator process supporting child-support locate requests and containing the DRLIF and ESKARI exchanges documented in SSA inventory.observed_current_exchange_service2026-09-295SSA inventory describes FPLS function and its two exchanges; it does not identify the SSA-side hosting or source repositories used to fulfill all response fields.SVC_GEN_INSUREDcomputational_serviceGeneral Insured Status UtilityTitle II / ComputationTitle II computational utility identified by SSA as a completed or near-completed modernization target in the FY2019 Computational Services initiative.historical_modernization_target20195Public source does not identify the utility's physical deployment, service endpoint, data store, or current 2026 implementation.SVC_GINVOICINGexternal_serviceG-InvoicingG-InvoicingFinance / IntragovernmentalGovernmentwide Treasury intragovernmental buy/sell agreement and transaction service with which SSOARS is integrated.observed_current2026-01-155SSA FY2025 reporting describes ongoing G-Invoicing releases and controls; other current CMAs also use G-Invoicing/IPAC.SVC_GOGOVexternal_serviceGO.gov Federal Travel and Expense SolutionGO.govTravel / Shared ServiceGSA governmentwide cloud travel-and-expense SaaS for civilian agencies; SSA FY2025 planning called for new real-time interfaces during FY2026.governmentwide_live_ssa_interface_plan_unconfirmed2026-09-215GSA confirms GO.gov is live for early adopters and rolls out through 2027. SSA-specific interface completion was not independently confirmed in this run.SVC_GRANTSOLUTIONSexternal_serviceGrantSolutionsGSGrants / Award ManagementFederal grants management service used for SSA continuation grant applications and electronic award notifications.observed_current_reference2026-10-055Current OAG instructions identify GrantSolutions for continuation grants and successful-application notifications.SVC_GRANTS_GOVexternal_serviceGrants.govGrants / External ServiceFederal grants submission service used for SSA competitive discretionary grant applications.observed_current_reference2026-10-055Current OAG grant instructions direct competitive applications through Grants.gov.SVC_GRATEScomputational_serviceGeneral Rates UtilityGRATESTitle II / ComputationTitle II computational utility identified as a modernization target in SSA's Benefits-domain Computational Services initiative.historical_modernization_target20195SSA planned conversion from COBOL; current physical implementation is not established by this historical budget source.SVC_GRUMPIcomputational_serviceGeneral Recomputation/Computation Utility for Maximum Benefit and Primary Insurance Amount InformationGRUMPITitle II / ComputationTitle II computational utility for maximum-benefit and primary-insurance-amount computation identified as a modernization target.historical_modernization_target20195SSA planned conversion from COBOL under the Computational Services initiative; exact current implementation is not established by the source.SVC_GSA_EBUYexternal_serviceGSA eBuyeBuyProcurement / External ServiceGSA electronic RFQ/RFP service that SSA says it often uses for products and services under GSA schedules and technology contracts.observed_current_oag_guidance2026-10-055Current OAG/OSDBU FAQ.SVC_GUVERF02serviceSSN Verification Service / GUVERF02GUVERF02Identity VerificationService invoked by Java applications through a WebSphere/CICS interface to compare identity fields with Numident.cataloged_legacy_metadata2026-10-033Underlying inventory metadata is 2018.SVC_I1020digital_serviceInternet Extra Help Applicationi1020Medicare / Extra HelpOnline SSA application for Medicare Part D Extra Help.observed_current2026-10-035POMS explicitly says i1020 does not use or interface with MAPS screens for initial input.SVC_IDMEserviceID.meExternal Identity ServiceExternal identity/sign-in service currently accepted for SSA employer services.observed_current2026-10-035Modeled only as the current BSO sign-in dependency stated by SSA.SVC_IPACexternal_serviceIntra-Governmental Payment and Collection SystemIPACFinance / IntragovernmentalAutomated standardized interagency funds-transfer mechanism for Federal Program Agencies, defined by SSA Data Exchange guidance as supporting real-time funds transfer between agencies.defined_in_current_ssa_data_exchange_glossary2026-10-075SSA glossary establishes the system and function but does not by itself establish a specific SSA application integration path.SVC_ITS_GOVexternal_serviceInternational Treasury ServicesITS.govExternal Payment Service / TreasuryU.S. Treasury system used in IDD processing to maintain or consult international banking and enrollment information.observed_current2026-08-255Current country-specific POMS requires same-day ITS.gov updates for certain IDD actions.SVC_JD_POWER_VALUESexternal_data_serviceJ.D. Power Values OnlineTitle XVI / Resource ValuationSubscription-based vehicle valuation service SSA instructs employees to use for vehicle current market value determinations in SSI resource cases.observed_current2026-10-045POMS directs staff to the SSA-provided J.D. Power Values Online guide and Average Trade-In Value.SVC_LEXISNEXIS_ACCURINTexternal_data_serviceLexisNexis AccurintAccurintExternal Data / Property & LocateCommercial third-party data service/database used by SSA’s NHRP electronic search process to identify potential non-home real property ownership and values.observed_current_policy_reference2026-09-105Authoritative SSA POMS establishes use. Results are leads and may be inaccurate/incomplete; independent verification is required before adverse action unless policy permits accepting the claimant’s allegation.SVC_LOGIN_GOVserviceLogin.govExternal Identity ServiceFederal identity/sign-in service currently accepted for SSA employer services.observed_current2026-10-035Modeled only as the current BSO sign-in dependency stated by SSA.SVC_MYSSA_ADJ_FORMSserviceOnline Disability Adjudication FormsDigital Service / Appealsmy Social Security capability for online submission of HA-4631, HA-4632 and HA-4633.observed_current2026-07-215SVC_MYSSA_APPEALS_STATUSserviceHearings and Appeals Claim Status TrackerDigital Service / Appealsmy Social Security service providing hearing- and Appeals Council-level claim status, estimates and milestone updates.observed_current2026-07-215SVC_MYSSA_HEARING_NOTICESserviceDigital Hearing Notices and Proffer LettersDigital Service / Appealsmy Social Security Message Center capability for proffer letters and additional hearing-related notices.observed_current2026-07-215SVC_MYSSA_MESSAGE_CENTERservicemy Social Security Message CenterDigital Service / NotificationsMessage-center service within my Social Security used for customer receipts and secure online notices, including hearing-related notices and proffer letters.observed_current2026-10-045Kept separate from the Representative Payee Message Center, which SSA documents for representative-payee business.SVC_NATIONAL_800serviceNational 800 Number ServiceN8NNCustomer Service / TelephoneSSA's nationwide toll-free telephone service for public customer support and automated services.observed_current2026-10-035Current SSA performance pages report National 800 Number service metrics through August 2026.SVC_NCOA_LICENSED_VENDORexternal_serviceLicensed NCOA Matching ServiceNCOA Licensed VendorExternal / Address / USPSUnidentified licensed vendor service through which SSA Title II address records are matched against USPS National Change of Address data four times per year.observed_current_policy_reference2026-10-075The authoritative source establishes the licensed-vendor function but does not identify the vendor, product, hosting, or transport. No vendor identity is inferred.SVC_OFFICE_LOCATORdigital_serviceSocial Security Office LocatorOffice LocatorOperations / Public ServicePublic locator service used to find SSA field offices and related office information.observed_current2026-10-055SSA describes Office Locator as the primary tool for locating offices; DOORS information underpins it.SVC_OHO_CENTRAL_PRINTserviceOHO Central PrintHearings & Appeals / CorrespondenceCentralized print/mail service used for most OHO notices, decisions, dismissals and correspondence.observed_current2026-10-035Vendor identity is not asserted in this run.SVC_OHO_LOCATORdigital_serviceOHO Hearing Office LocatorHearing Office LocatorHearings & Appeals / Public ServicePublic Office of Hearings Operations locator providing hearing-office addresses, telephone/fax details, hours, mailing addresses, and service-area information.observed_current2026-10-055The Data.gov hearing-office location dataset lists the Hearing Office Locator HTML page as a distribution; exact backend data-generation system is not public.SVC_ONLINE_BILL_PAYexternal_serviceOnline Bill PayExternal Payment ServiceFinancial-institution bill-payment channel used to repay SSA debts using the SSA Remittance ID.observed_current2026-07-165SVC_ONLINE_DIB_APPdigital_serviceOnline Disability Benefit ApplicationOnline DIB ApplicationTitle II Disability / Digital ServiceNamed SSA online disability-benefit application surface that records Internet filing and supplies an application for Claims Representative retrieval and entry into MCS.observed_current_public_service2026-07-105Current Open Data documentation names this surface. Exact physical identity with iClaim or another shared frontend is not established.SVC_ONLINE_RIB_APPdigital_serviceOnline Retirement Benefit ApplicationOnline RIB ApplicationTitle II / Digital ServiceNamed SSA online retirement-benefit application surface that records Internet filing and supplies an application for Claims Representative retrieval and entry into MCS.observed_current_public_service2026-07-105Current Open Data documentation names this surface. Its exact physical relationship to the broader iClaim entity is not established and is not inferred.SVC_ONLINE_VIDEO_HEARINGSserviceSSA Online Video HearingsHearings / Remote AppearanceRemote hearing service allowing claimants and representatives to appear by internet video.observed_current2026-10-035SSA uses Microsoft Teams; the official proceeding is recorded as audio, not video.SVC_OPTS_COCdigital_serviceOnline Certificate of Coverage Request Serviceopts.ssa.govInternational / Totalization / Digital ServiceSSA online service at opts.ssa.gov for employer and self-employed certificate-of-coverage requests.observed_current_policy2026-10-075Transport, persistence, and backend implementation are not disclosed by the public policy.SVC_OUTBOUND_CALL_TRUSTserviceTransUnion Outbound Call Spoof-Proofing and Call BrandingOutbound Call TrustTelephony / Customer Service / Fraud PreventionProcured capability for protecting/authenticating SSA outbound calling and presenting trusted call-branding information.procured_20262026-10-054Award description establishes procurement, not production deployment. No relationship to Amazon Connect or a specific SSA outbound dialing application is inferred.SVC_PARISexternal_servicePublic Assistance Reporting Information SystemPARISExternal Shared Services / State Program IntegrityHHS Administration for Children and Families federal-state public-assistance integrity program for interstate and federal data matching; Treasury Do Not Pay serves as its technical service provider.observed_current2026-10-045External HHS program/data hub with Treasury technical-service support. State access to Numident through PARIS is listed as coming soon on the September 2026 DNP data catalog.SVC_PAYGOVexternal_servicePay.govExternal Payment ServiceTreasury online remittance service used for electronic repayment of eligible SSA Title II and Title XVI program debt.observed_current2026-10-035SVC_PRIVACY_CONSENTdigital_serviceElectronic Consent to Disclose RecordsSSA-3288-OP1Privacy / Digital ConsentSSA online webform service allowing an identity-verified adult record holder to electronically consent to disclosure of eligible Privacy Act-protected records to another person or entity.observed_current2026-10-045SSA POMS recognizes SSA-3288-OP1 as written electronic consent completed and signed electronically on SSA.gov. Current Forms catalog routes the form through the shared Upload Documents/eSubmit completeOnline path.SVC_PRIVACY_RECORD_ACCESSdigital_serviceElectronic Request for Access to Your RecordsSSA-2288-OP1Privacy / Digital Records AccessSSA online service allowing an authenticated adult record holder to electronically request access to eligible SSA records, including specified claim, payment, Medicare, medical, application, notice, appeal, and system-of-records content.observed_current2026-10-045Current Forms catalog routes SSA-2288-OP1 through the shared Upload Documents/eSubmit completeOnline path. The public source does not disclose the downstream workflow engine or storage implementation.SVC_RCCserviceRepresentative Call CenterRCCRepresentation / Processing Center ServiceSSA dedicated representative telephone service that handles cases pending across processing centers and automatically routes calls based on claimant information.observed_current2026-10-055Current July 2026 SSA notice and representation pages confirm the RCC remains a single contact point for representative inquiries within its documented scope.SVC_RP_MESSAGE_CENTERserviceRepresentative Payee Message CenterRepresentative Payee / Digital ServiceMessage-center service for messages, alerts and online notices associated with beneficiaries served by an individual representative payee.observed_current2026-10-035SSA describes this as a new feature of the Representative Payee Portal; exact launch date not asserted.SVC_SAMexternal_serviceSystem for Award ManagementSAMProcurement / Vendor RegistrationFederal contractor/vendor registration service through which enrolled SSA vendors add or update financial information for direct deposit.observed_current2026-10-055SSA vendor page says SAM financial changes automatically update an SSA database; it does not name that database or describe transport.SVC_SAM_GOVexternal_serviceSAM.govAcquisition & Grants / External ServiceFederal System for Award Management service used in SSA grant-application workflow for applicant registration or registration updates.observed_current_reference2026-10-055SSA OAG current grant instructions require SAM.gov registration, competitive applications through Grants.gov, and continuation applications through GrantSolutions.SVC_SAVEexternal_serviceSystematic Alien Verification for EntitlementsSAVEIdentity / Immigration StatusDHS/USCIS inter-governmental online verification service used by SSA to verify immigration status and documents.observed_current2026-09-155SAVE supplies verification information; it does not determine benefit eligibility.SVC_SELF_LOCKexternal_serviceDHS Self LockSelf LockIdentity / Employment VerificationDHS myE-Verify feature that locks an SSN against use in E-Verify and Self Check for a defined period and can be extended.observed_current_policy2026-10-055SSA staff cannot resolve a DHS tentative nonconfirmation caused by Self Lock.SVC_SEODRserviceSSA Employee and Office Data Retrieval Core ServicesSEODREnterprise Services / Human ResourcesCore Services function used by SSA management personnel to obtain job-related information about an SSA employee.current_open_data_inventory2026-10-045The source identifies SEODR as a Core Services function; interface protocol, hosting boundary, application owner, and client systems are not publicly established.SVC_SSA_WEB_STATUSpublic_serviceSSA Web Services StatusSSA StatusInfrastructure / Digital Service OperationsSSA public operational-status service reporting current health and historical incidents for SSA.gov and the my Social Security Webapp.observed_current2026-10-065Public operational monitoring surface. It does not expose internal monitoring vendor, telemetry architecture, or incident-management platform.SVC_TCISexternal_serviceTreasury Check Information SystemTCISExternal Payment Service / TreasuryTreasury system containing check and direct-deposit activity, claims, payment details, check images, and related nonreceipt/stop-payment information used by SSA staff.observed_current2026-10-035SVC_TCOREexternal_serviceTreasury Check Operations Re-engineering EffortT-COREExternal / Treasury / Payment ProcessingTreasury/Federal Reserve CORE process for deceased-payee check controls. Current SSA policy says the process is now handled by the Kansas City Federal Reserve Bank, matches a Fiscal Service daily death file against checks presented for payment, can deny payment after death, and returns related credits to SSA.observed_current2026-10-075CORE was implemented in 2000 with the Richmond Federal Reserve Bank; current 2026 POMS explicitly states the process is now handled by the Kansas City Federal Reserve Bank. Transport, format, and Federal Reserve internal implementation remain undisclosed.SVC_TOPexternal_serviceTreasury Offset ProgramTOPExternal Debt CollectionGovernment-wide Fiscal Service matching/offset service used by SSA both as creditor agency and payment agency.observed_current2026-10-035SVC_TRACSexternal_serviceTreasury Receivable Accounting and Collection SystemTRACSExternal Payment Service / TreasuryTreasury debt recovery and accounting system providing SSA with accounting history for nonreceipt cases, including credits, debits, reclamations, and refunds.observed_current_reference2026-10-035SVC_TREASURY_IPPexternal_serviceTreasury Invoice Processing PlatformIPPFinance / Vendor PaymentsTreasury secure web-based service that manages invoicing from purchase orders through payment notification and provides enrolled SSA vendors payment-history access.observed_current2026-10-055SSA vendor page establishes current use; public page does not disclose SSA-side interface mechanics.SVC_TREASURY_LOCKBOXexternal_serviceTreasury Programmatic Remittance LockboxDebt & RemittancesTreasury/Fiscal Service lockbox banking service used for mailed SSA programmatic remittances.observed_current_reference2026-10-0342021 implementation remains documented in POMS; July 2026 SSA guidance now emphasizes electronic repayment and no longer asks individuals to mail checks.SVC_TREASURY_PAYMENT_VERIFICATIONexternal_serviceTreasury Payment VerificationExternal Shared Services / Payments / Program IntegrityTreasury service that automatically screens federal disbursements against authoritative data to help confirm identity and eligibility and flag potentially ineligible payments.observed_current2026-10-045Available to federal agencies using Treasury for payment disbursement. The DNP data catalog lists SSA Numident availability for select programs.SVC_TWNexternal_serviceThe Work NumberTWNExternal Wage VerificationCommercial employment and income verification service approved by SSA as a primary-evidence source when policy conditions and authorization are met.observed_current2026-10-035SSA policy distinguishes direct/manual use of TWN from automated PIE even though current PDP data may be the same underlying wage information.SVC_UNISON_MARKETPLACEexternal_serviceUnison MarketplaceUnison MarketplaceProcurement / External ServiceOnline reverse-auction service SSA says it uses to post requirements and select winning bids.observed_current_oag_guidance2026-10-055Current OAG/OSDBU FAQ.SVC_USAFXexternal_serviceUnited States Attorney File ExchangeUSAfxAppeals / Federal Court ExchangeFile-exchange service used by SSA court legal assistants to upload a completed Certified Administrative Record and, when appropriate, its segments for the United States Attorney's Office.observed_current_hallex2026-10-055HALLEX names USAfx but does not disclose ownership, transport protocol, hosting, or retention.SVC_VERIFYADVexternal_serviceVerifyAdvantageVerifyAdvantageExternal Wage VerificationCommercial web-based employment and income verification service approved by SSA as a primary-evidence source when policy conditions and authorization are met.observed_current2026-10-035SVC_WAGE_FILE_UPLOADserviceWage File UploadEarnings / EmployerBSO electronic wage-file submission service for formatted wage reports.observed_current2026-10-035SW_KIOWAREtechnologyKioWareField Office / Kiosk TechnologyCommercial kiosk-shell software identified in federal procurement records as supporting SSA Visitor Intake Process Rewrite kiosks at field offices.observed_current_procurement2026-09-094Deployment evidence comes from federal-award mirrors derived from SAM.gov and USAspending/FPDS; treated as secondary corroboration and confidence reduced.SYS_ECMSdata_storeEnterprise Configuration Management SystemEnterprise IT / Configuration ManagementSSA authoritative repository for identifying, recording, tracking, and reporting characteristics, authorized configurations, and relationships of key IT components and assets.current_open_data_inventory2026-10-055SSA Open Data marks the dataset non-public with weekly accrual. Database engine, vendor, hosting location, and interfaces are not identified.SYS_HOTS_RECORDSsystem_of_recordsHearing Office Tracking System of Claimant Cases RecordsHOTS RecordsHearings / Work ControlLegacy Privacy Act record-system boundary that tracked hearing-office workload; its records were ordered combined into 60-0009 in April 2026.sorn_rescinded_records_combined_into_60_00092026-04-205Represents the legal/records boundary, not a claim that a still-running physical HOTS application existed in 2026.SYS_ICDBshared_data_serviceIntegrated Client DatabaseICDBShared Client DataShared client-data databases/screens/access software supporting major SSA application systems.current_open_data_inventory_and_current_policy_reference2026-10-055Current June 2026 POMS calls ICDB “CLIENT” and states iAppt unverified data remains isolated from it until verified; current EDCS POMS also names ICDB as a propagation source. Relationship to Person Information remains separate unless explicitly documented.SYS_IWMSprocessing_systemIntegrated Work Measurement SystemEnterprise / Work MeasurementSSA work-measurement system used as the source for agency OASI, Disability Insurance, and Supplemental Security Income claims workload statistics.observed_current_reference2026-10-045The 2025 Annual Statistical Supplement cites the system as the source for FY2024 workload tables. Current platform components and interfaces are not identified by that source.SYS_MA_BEACONexternal_systemMassachusetts BEACON Eligibility SystemBEACONExternal Data / State EligibilityMassachusetts DTA eligibility system whose records are accessed by approved SSA employees through DTA Connect under SASRO.observed_current_policy_reference2026-10-055No database engine, hosting, or interface protocol inferred.SYS_MBRdata_storeMaster Beneficiary RecordMBRTitle II / EntitlementTitle II beneficiary/entitlement record used across claims, disability and payment workflows.observed_active2026-10-075 Current COA notice policy states the MBR does not store both beneficiary and representative-payee addresses; its old mailing address may belong to either.SYS_MDS_1994applicationModernized Disability SystemMDSDisability / Historical ModernizationDisability automation system being developed specifically for IWS/LAN to replace paper applicant files with electronic records, retain medical evidence electronically where possible, and transmit cases electronically to state DDS offices.historical_development_19941994-045OTA reported more than 100 SSA developers working on MDS and stated no mainframe version was planned. Later disability-system lineage is not inferred without additional evidence.SYS_MEFdata_storeMaster Earnings FileMEFEarningsSSA master earnings data file used in SSI earnings matching and other workloads.observed_current2026-10-035Added here because current SSA inventory explicitly names MEF in the MEF/SSR match.SYS_NUMIDENTdata_storeNumidentNUMIDENTIdentity & EnumerationNumerical Identification System (Numident), SSA system containing information from Social Security card applications and serving as the agency identity/SSN record referenced by current workflows.observed_active2026-10-065Treat as an authoritative identity record; deeper field-level modeling comes later. Current 60-0058 describes the SSN-holder/application record environment as identity/enumeration data, not a universal current-address master. It also states records may exist in additional locations in connection with cloud-based services and business-continuity backup; this does not establish that the Numident production database itself is cloud-hosted. Run 84: SSA reported on 2026-08-14 that it was reconciling the SSN database to remove deceased people, update citizenship data, and verify status; more than 10 percent of active SSNs had been updated. The public release does not expose implementation mechanics. Run 85 correction: Treasury formally designated Numident to the Do Not Pay Working System effective April 10, 2026 for limited name/SSN/DOB verification in eligible health and income-maintenance programs; this does not create a new authoritative person repository.SYS_OISsystemOccupational Information SystemOISDisability / Vocational EvidenceSSA occupational-information system under development to replace the Dictionary of Occupational Titles as the primary occupational information source used in disability adjudication.in_development2026-10-065SSA states OIS will aggregate occupational data from multiple sources and use ORS as its primary work-requirements source.SYS_RPMRCSapplicationRepresentative Payee-Misuse Restitution Control SystemRP-MRCSRepresentative Payee / MisuseSystem of records identified in SSA privacy governance for representative-payee misuse restitution control.current_sorn_catalog2026-10-034Current SORN catalog supports maintained record-system status; no current POMS architecture for the application was located in this run.SYS_SSI_EARN_ALERTprocessing_systemSSI Earnings Alert SystemTitle XVI / Program IntegritySSA process/system used to identify discrepancies between SSI recipients’ reported wages and wage information available to SSA and generate earnings alerts for resolution.observed_current2026-09-235OIG uses the generic phrase “earnings alert system”; public evidence does not establish a single formal product boundary. POMS documents the S2/OCSE alert mechanics.SYS_SSRdata_storeSupplemental Security RecordSSRTitle XVI / SSISSI record used across claims, disability and eligibility workflows.observed_active2026-10-075TECH_ABINITIOtechnologyAb InitioTechnologyData-integration software documented for migrating staged NVF data into operational tables.documented_architecture2026-10-034Technology relationship comes from 2018 eDIB PIA.TECH_ACHnetwork_technologyAutomated Clearing HouseACHPayments / Financial NetworkFederal Reserve-maintained computer network used by financial institutions to transmit and receive electronic credits, debits, SSA direct-deposit NOCs, and DNE traffic.observed_current_policy_reference2026-10-055SSA POMS describes ACH as the electronic network used for NOC transmission; DNE policy describes RFRB passing DNE information through ACH to U.S. financial institutions.TECH_ADOBE_SIGNtechnology_serviceAdobe SignDigital Forms / Electronic SignaturesCommercial electronic-signature service identified by SSA in current e1693 instructions and current POMS as the technology used by the e1696/e1693 agency portals.observed_current_reference2026-10-045No SSA contract, tenancy boundary, or broader enterprise use is inferred from portal-level evidence.TECH_ADVANCED_ANALYTICStechnologyAdvanced Data AnalyticsTechnologyAdvanced analytics capability used by AFES to identify fraud patterns, generate leads, and conduct fraud-risk analysis.documented_current_system_capability2026-10-034Capability is documented in the current-catalog AFES PIA; no specific commercial product is inferred.TECH_AGENTIC_AItechnologyAgentic Artificial IntelligenceAgentic AIArtificial IntelligenceAI category used by SSA for the Coding Assistance use case in the 2025 inventory.pre_deployment_use2026-04-135TECH_APACHE_AXIS_14technologyApache Axis 1.4Axis 1.4Integration TechnologyApache Axis 1.4 library stack documented in SSA’s EREWS Java client reference implementation.historically_documented_erews_20072007-07-025Reference-client technology, not necessarily the server runtime or a current dependency.TECH_APACHE_HADOOPtechnologyApache HadoopHadoopEnterprise Data / Big DataOpen-source distributed data-processing framework SSA evaluated and adopted as a feasible component for Big Data, audit-trail, fraud, and data-lake uses.historically_documented_201620165Run 54 records authoritative historical use/planning; no claim is made about current 2026 Hadoop deployment.TECH_APACHE_SOLRtechnologyApache SolrSolrSearch / Knowledge ManagementOpen-source search engine identified by SSA as the engine behind 21st Century PolicyNet intelligent search.deployed2026-04-135TECH_APItechnologyApplication Programming InterfacesAPIsTechnologyAPI-based integration approach cited by SSA in modernization plans for simplifying data integration and connecting modernized applications.documented_modernization_approach2026-10-034No API gateway, protocol or product is inferred.TECH_APRYSE_PDFNETtechnologyApryse PDFTron PDFNet SDKPDFNet SDKTechnology / Document ProcessingCommercial software development kit identified by SSA for annual renewal to support the Document Conversion Engine.observed_current_procurement2026-04-295TECH_AWS_CLOUDWATCHcloud_serviceAWS CloudWatchCloudWatchInfrastructure / CloudAWS monitoring service that SSA uses to monitor cloud resources, according to the September 2026 OIG audit.observed_in_use2026-09-305The public audit does not enumerate which SSA resources or accounts are monitored.TECH_CASEWARE_IDEA_NLStechnologyCaseware IDEA NLSIDEA NLSAnalytics / Audit SoftwareCommercial Caseware IDEA NLS software for which SSA solicited a concurrent-license subscription renewal in 2024.documented_procurement_20242024-01-255Procurement evidence proves SSA sought renewal of the software subscription; Run 30 does not infer continued use in 2026.TECH_CICStechnologyCICSCICSTechnologyCustomer Information Control System (CICS), a transaction-processing technology/interface documented in SSA systems history and legacy service metadata.cataloged_legacy_metadata2026-10-033Source metadata is from 2018.TECH_COBOLtechnologyCOBOLCOBOLInfrastructure / Legacy MainframeCommon Business-Oriented Language documented by OTA as a major language in SSA's early-1990s IBM mainframe environment.historically_documented_19941994-045Historical evidence only; current usage is not inferred by this source.TECH_COMPUTER_VISIONtechnologyComputer VisionArtificial IntelligenceAI methods that analyze images or scanned documents, including pay-stub and identity-verification imagery.observed_in_2025_ai_inventory2026-04-135TECH_DB2technologyIBM DB2DB2TechnologyDatabase technology explicitly documented for the SSNAP management-information ODS.observed_current2026-09-295TECH_DRNtechnologyData Replication NetworkDRNInfrastructure / Mainframe / Disaster RecoverySSA network capability used by geographically dispersed data centers for resilient, real-time replication of mainframe data and disaster recovery.observed_current2026-10-045Current SSA delivery-order description establishes the function but not the network product stack, topology, bandwidth, or named data-center endpoints.TECH_DW_MGMT_PRODUCT_2026technologyTanzu GreenplumGreenplumEnterprise Data / AnalyticsTanzu Greenplum data-warehouse management software licenses procured under SSA Cloud BPA Call Order 28321326FA0010026 for data processing and analytics.procured_2026; product_identity_identified2026-10-055Exact call-order description identifies Tanzu Greenplum licenses. Version, deployment architecture, datasets, and production use remain unverified.TECH_EMC_GREENPLUM_2016technologyEMC Greenplum (2016 EDW)EMC GreenplumEnterprise Data / AnalyticsGreenplum database technology documented as the database platform for SSA's new 2016 Enterprise Data Warehouse.historically_documented_201620165Kept separate from the 2026 Tanzu Greenplum procurement entity; continuity between the 2016 and 2026 deployments is not established.TECH_FIRSTNETtechnology_serviceFirstNet Priority Communications SystemFirstNetInfrastructure / Emergency CommunicationsPriority communications service identified by SSA Security and Resilience as the target for centralized emergency communications.planned_or_selected_target2026-09-215Solicitation describes reliance on AT&T signal and satellite backup requirement.TECH_FTMStechnologyFile Transfer Management SystemFTMSExternal Data Exchange / TransferSSA file-transfer mechanism documented for receiving and transmitting SVES batch files.observed_current2026-10-054Current SSA support page links the July 2023 SVES/SOLQ manual; no platform/vendor details inferred.TECH_GENERATIVE_AItechnologyGenerative Artificial IntelligenceGenerative AITechnologyGenerative AI capability explicitly identified by SSA as improving automated transcript accuracy in HeaRT.documented_use2025-03-135No model, vendor, or hosting provider inferred.TECH_HTTPS_SSLtechnologyHTTPS over SSLHTTPS/SSLIntegration SecurityEncrypted HTTP transport documented for EREWS to protect medical information in transit.historically_documented_erews_20072007-07-025Historical terminology from the 2007 guide; not a claim about current TLS configuration.TECH_IBM_MAINFRAME_1994technologySSA IBM Mainframe Environment (1994)IBM MainframeInfrastructure / Legacy MainframeIBM mainframe-centered processing environment at the National Computer Center that processed transactions from field and teleservice terminals and accessed SSA program databases.historically_documented_19941994-045Time-scoped architecture entity for the early-1990s environment; it is not a claim about a specific current mainframe model.TECH_IBM_POWER10hardwareIBM Power10Power10Infrastructure / ComputeIBM Power10 hardware procured for the Second Support Center as an upgrade to existing IBM Power8.procured_for_ssc2024-04-115Award evidence proves procurement intent; installation date and current configuration are not publicly established.TECH_IBM_POWER8hardwareIBM Power8Power8Infrastructure / ComputeIBM Power8 hardware referenced as existing at the Second Support Center when SSA procured a Power10 upgrade in 2024.historical_existing_reference2024-04-115Current status after the Power10 upgrade is not established by the award record.TECH_IBM_SNAtechnologyIBM Systems Network ArchitectureSNAInfrastructure / NetworkIBM Systems Network Architecture protocol family documented as the network protocol used by SSA's mainframe-centered environment in 1994.historically_documented_19941994-045Historical network protocol evidence.TECH_IBM_SUPER_SERVERhardwareIBM Super Server AppliancesInfrastructure / ComputeIBM server appliances identified in a 2026 SSA delivery order as supporting both the Second Support Center and National Support Center.observed_in_use_reference2026-02-095Award description says the appliances support SSC and NSC. The public source does not establish model numbers, operating system, network role beyond the available description, or exact installation topology.TECH_IDMStechnologyIDMSTechnologyLegacy database technology named by SSA as the source platform from which Office of Hearings and Appeals data were converted to DB2.legacy_documented2026-06-295Vendor/product edition is not inferred beyond the IDMS name in SSA metadata.TECH_IDMS_DBMStechnologyIntegrated Database Management System (database technology)IDMSInfrastructure / DatabaseLegacy database-management technology identified by SSA as the costly database structure used for the MCS Pending File.historical_legacy_technology20195This IDMS means Integrated Database Management System and is not the separately cataloged Integrated Disability Management System application, despite the acronym collision.TECH_INFORMATICA_ETL_2016technologyInformatica ETL Tool (2016)Informatica ETLEnterprise Data / IntegrationInformatica extract-transform-load tooling documented for moving data from the Hadoop data lake into the new EDW.historically_documented_201620165Product edition/version is not specified.TECH_IPV6technologyInternet Protocol Version 6IPv6Infrastructure / NetworkNetwork protocol SSA states it is transitioning communications toward as part of infrastructure modernization.transition_in_progress_fy20262026-10-035TECH_JAVAtechnologyJavaJavaInfrastructure / Application PlatformProgramming language identified by SSA as the target language for modernized Title II computational services.historical_modernization_target_technology20195Evidence establishes the modernization target language but not a particular runtime, framework, JDK version, hosting platform, or current deployment.TECH_JWEtechnologyJSON Web EncryptionJWETechnologyEncryption format documented in eCBSV technical requirements.observed_current2026-10-035TECH_JWTtechnologyJSON Web TokenJWTTechnologyToken technology documented in eCBSV technical requirements.observed_current2026-10-035TECH_LINUXtechnologyLinuxLinuxInfrastructure / Operating SystemOperating-system family to which SSA migrated SSOARS hardware environments during FY2025.observed_ssoars_current_fy20252025-09-305FY2025 AFR says SSOARS moved from Solaris to Linux.TECH_LMRtechnologyHandheld Land Mobile Radio SystemsLMRInfrastructure / Emergency CommunicationsLegacy handheld radio systems at SSA HQ Campus and National Support Center identified for replacement due to end-of-life/end-of-support conditions.legacy_replacement_target2026-09-215Status is based on SSA procurement description, not an inventory of every radio asset.TECH_MACHINE_LEARNINGtechnologyMachine LearningMLTechnologyMachine-learning capability explicitly identified by GAO as part of ADDS-IMAGEN.observed_current2025-06-265TECH_MAINFRAMEtechnologyMainframeTechnologyMainframe execution environment explicitly documented for NOVU, SVS and SVS Lite.observed_current2026-09-225Generic technology node; not a claim about a specific mainframe model.TECH_MFTintegration_technologyManaged File TransferMFTExternal Data Exchange / File TransferLicensed file-transfer software used by SSA and state State Transmission Components for secure batch data exchange, including Enumeration at Birth and DFSTATE traffic.observed_current_reference2026-10-045SSA says MFT was previously called CyberFusion and is developed/supported by TIBCO. Public sources do not disclose the SSA-side product version or hosting architecture.TECH_MICROSERVICEStechnologyMicroservices ArchitectureMicroservicesTechnologyModernization architecture approach cited by SSA for centralized data products and replacement of outdated systems.documented_modernization_approach2026-10-034No specific runtime, framework or vendor is inferred.TECH_MONGODBtechnologyMongoDBMongoDBInfrastructure / Cloud / Data PlatformDatabase technology procured by SSA under a 2026 call order on its Commercial Cloud Services BPA.procured_20262026-10-054Federal-award data mirrors reproduce the government description as a call order for MongoDB. Deployment scope, version, hosting, datasets, and consuming applications are not established.TECH_NLPtechnologyNatural Language ProcessingNLPArtificial IntelligenceAI methods for processing, classifying, translating, searching, or generating human language.observed_in_2025_ai_inventory2026-04-135Modeled as a technology category from SSA AI inventory classifications and descriptions.TECH_OAUTH2technologyOAuth 2.0OAuth 2.0TechnologyAuthorization technology used for eCBSV API access.observed_current2026-10-035TECH_OIDCtechnologyOpenID ConnectOIDCTechnologyAuthentication/federation technology required for direct eCBSV enrollment/access.observed_current2026-10-035TECH_ORACLE_DATABASEtechnologyOracle Database SoftwareOracle DatabaseInfrastructure / DatabaseOracle database software category covered by SSA software-maintenance delivery order 28321326FDX030114.procured_maintenance_20262026-10-054Award description establishes maintenance procurement, not a specific Oracle version, deployment, or application dependency.TECH_ORACLE_FED_FINtechnologyOracle Federal FinancialsOracle Federal FinancialsFinance / COTSCommercial off-the-shelf financial-management software on which SSA states SSOARS is based.observed_current_fy20252025-09-305Confirmed by FY2025 Agency Financial Report and 2020 SSOARS PIA.TECH_ORACLE_MIDDLEWAREtechnologyOracle Middleware SoftwareOracle MiddlewareInfrastructure / MiddlewareOracle middleware software category covered by SSA software-maintenance delivery order 28321326FDX030114.procured_maintenance_20262026-10-054Award description establishes maintenance procurement, not a specific Oracle middleware product, version, deployment, or application dependency.TECH_PCOMtechnologyIBM Personal CommunicationsPCOMTechnology / Terminal AccessIBM terminal-emulation/client technology identified by SSA policy as an access path for DEQY through the Master File Query Menu.observed_current_reference2026-10-035Policy identifies the product by name but does not state the installed version.TECH_PEGA_PLATFORMtechnologyPega PlatformPegaTechnologyCommercial Pega software/SaaS platform procured by SSA under 2026 re-compete award 28321326FDX030072.observed_current_procurement2026-10-035No application-to-Pega mapping is inferred from the award record.TECH_PLSQLtechnologyPL/SQLPL/SQLEnterprise Data / IntegrationOracle Procedural Language/Structured Query Language used in custom-coded data-loading processes for the historical SSA BI data warehouse.historically_documented_201620165Current usage is not inferred from the 2016 source.TECH_PREDICTIVE_ANALYTICStechnologyPredictive AnalyticsTechnologyPredictive-analytics capability explicitly identified by GAO as part of ADDS-IMAGEN.observed_current2025-06-265TECH_REST_JSONtechnologyREST API / JSONREST/JSONTechnologyRequest/response interface style documented for eCBSV.observed_current2026-10-035TECH_SALESFORCEtechnologySalesforce PlatformSalesforceTechnologyCommercial SaaS/platform technology identified in the active OPTS BPA's major-program description.observed_current_procurement2026-10-035No broader SSA Salesforce footprint is inferred.TECH_SERS_CHECK_SCANNERhardwareSERS Field Office Check ScannerFinance / PaymentsPhysical check/money-order scanner used in SERS intake; product maker, model, integration transport, and deployment inventory unknown.documented_current_policy2026-10-075TECH_SOAPtechnologySimple Object Access ProtocolSOAPIntegration TechnologyXML-based web-service messaging protocol documented for the historical EREWS interface.historically_documented_erews_20072007-07-025Scoped to the EREWS developer guide; no claim of enterprise-wide or current use.TECH_SOLARIStechnologySolarisSolarisInfrastructure / Operating SystemPrior SSOARS operating-system family replaced by Linux during the FY2025 hardware migration.retired_for_ssoars_fy20252025-09-305Status is scoped to SSOARS; do not infer agencywide Solaris retirement.TECH_SONATYPE_NEXUStechnologySonatype Nexus RepositoryNexus RepositoryApplication Development / Artifact RepositorySoftware artifact repository product renewed by SSA through delivery order 28321326FDX030022.procured_renewal_20262026-10-054Procurement establishes software renewal only. Hosting, version, repositories, development pipelines, and consuming applications are not public in this source.TECH_STC_VPNnetwork_technologyState Transmission Component Site-to-Site VPNVPNExternal Data Exchange / Network SecurityDirect site-to-site Virtual Private Network connection between a participating state or jurisdiction and SSA as part of the State Transmission Component.observed_current_reference2026-10-045Modeled as the STC network-security component described by SSA; specific VPN product, endpoint technology, and cryptographic implementation are not public.TECH_THUNDERHEADtechnologyThunderheadTechnologyCommercial correspondence/noticing technology identified in current DCPS Correspondence metadata.observed_current_metadata2026-09-295Metadata association does not establish product version or complete implementation topology.TECH_TOKEN_RINGtechnologyToken Ring LANToken RingInfrastructure / NetworkIBM-associated local-area-network technology selected for SSA's IWS/LAN architecture.historically_documented_19941994-045Historical technology selection; current use is not inferred.TECH_UIPATH_RPAtechnologyUiPath Robotic Process Automation SoftwareUiPathInfrastructure / Operations AutomationSSA identifies UiPath as software used to create production robotic routines supporting processing center technicians with awards and post-entitlement workloads.documented_production_20252026-10-075Explicit agency deployment; not infer license quantities, bot scripts, APIs, or 2026 version.TECH_UNISON_PRISMtechnologyUnison PRISMPRISMAcquisition / COTSCommercial contract-writing software documented as the COTS platform used by SSA Streamlined Acquisition System (SSASy).documented_2020_product_current_ssasy_confirmed2020-05-195SSASy remains current in OAG guidance, but this run did not find a post-2020 first-party statement explicitly reconfirming PRISM product version/deployment.TECH_WEBSPHEREtechnologyIBM WebSphereWebSphereTechnologyApplication platform documented for the GUVERF02 SSN Verification Service interface.cataloged_legacy_metadata2026-10-033Source metadata is from 2018.TECH_WSDLtechnologyWeb Services Description LanguageWSDLIntegration TechnologyService-description language used by the historical EREWS interface to define operations and bindings.historically_documented_erews_20072007-07-025Scoped to EREWS.TECH_WS_SECURITYtechnologyWS-SecurityWS-SecurityIntegration SecurityOASIS web-services security standard documented for EREWS authentication/security headers.historically_documented_erews_20072007-07-025Historical EREWS implementation evidence only.TECH_X509technologyX.509 Digital CertificateX.509Security / PKIPublic-key digital certificate standard used by the current EWRWS security model for SOAP message digital signatures.observed_current_for_ewrws2026-10-055Captured only where SSA's current-linked EWRWS Terms of Service explicitly requires it.TXN_TYPE_M_OFFLINE_QUERYquery_transactionType M Offline QueryType MMedicare / State Buy-In / QueryOffline query request used to force an SSR finder when an SSR-MBR state buy-in interface problem requires correction.observed_current2026-10-075Modeled as the named query transaction; no queue, batch platform, or transport is inferred.UI_ADRP_DOCUMENT_CONTACTuser_interfaceADRP Document Contact PageDocument ContactPayee / Person IdentityiMain-accessed ADRP page to record attempts to contact advance designees and beneficiary; unavailable when ADRP launched via MCS or SSI Claims.documented_current_policy2026-10-075UI_APWAuser_interfaceApplication Programmatic Wage Authorization PageAPWAEarnings / Digital ServiceAccess page identified in POMS as one route to the Wage and Employment Information Authorization application.observed_current_reference2026-10-045Modeled only as an access point; no separate backend or application boundary is inferred.UI_CCE_FIN_ACCOUNTSuser_interfaceCCE Financial Accounts ScreenFinancial AccountsTitle XVI / Resources / CCEConsolidated Claims Experience screen used to record financial accounts, including an account used for direct deposit when resource development is required.observed_current_policy_reference2026-10-075Current POMS identifies the screen and its use during redetermination resource development.UI_CCE_HEALTH_INSURANCEuser_interfaceCCE Health Insurance / Medicaid Buy-In ScreenCCE Health InsuranceMedicare / State CoordinationCCE Health Insurance workflow used to record Medicaid status and initiate State buy-in.observed_current_reference2026-10-035UI_CCE_ROCuser_interfaceCCE Report of Contact PageDROCTitle XVI / Case DocumentationConsolidated Claims Experience page used to document capability determinations for Title XVI-only cases not established in eRPS.observed_current_reference2026-10-055Current POMS references MS 07416.002; implementation technology is not inferred.UI_CWPuser_interfaceConsolidated Wage PageCWPDisability / Work CDR / EarningsEDCS page that presents a consolidated view of commonly used wage-data sources for work CDR and related wage verification; the 2021 release specifically included iTOPSS data.observed_current2026-09-115Released December 11, 2021 as part of the Work CDR product; current 2025 POMS still directs technicians to CWP in EDCS.UI_DCF_DRESuser_interfaceDCF Disability Review Establishment ScreenDRESDisability / Continuing Disability ReviewDisability Control File screen used to manually establish a new CDR in UMC processing.observed_current_policy2026-10-075Public POMS cites MSOM CDR 001.016.UI_DCF_IFOAuser_interfaceDCF CDR FO Input ScreenIFOADisability / Continuing Disability ReviewDisability Control File input screen used in current UMC procedures to close a prior CDR by recording the prior cessation determination.observed_current_policy2026-10-075Public POMS cites MSOM CDR 001.007.UI_DCF_IRMKuser_interfaceDCF CDR Remarks Input ScreenIRMKDisability / Continuing Disability ReviewDisability Control File remarks screen used to document that the UMC cessation determination was set aside.observed_current_policy2026-10-075Public POMS cites MSOM CDR 001.009.UI_DDSQ_MASKuser_interfaceDDSQ Query MaskDDSQ MaskDDS Disability ProcessingDDSQ query mask used by field offices to retrieve National Disability Determination Services System case information.observed_current_policy2026-10-075UI_DMA_VIEWERuser_interfaceDocument Management Architecture ViewerDMA ViewerDisability / EvidenceViewer used from EDCS/eView workflows to review and manipulate documents managed through the Document Management Architecture.observed_current_reference2026-09-015Current EDCS TOC retains the iAppeals document-receipt workflow; detailed DMA Viewer behavior is documented in the 2023 POMS section. No separate product/vendor is inferred.UI_DMS_DMFSuser_interfaceDebt Management Function SelectionDMFSDebt & Overpayments / Work RoutingWorkload Management System Debt Management Function Selection screen used within the DMS waiver workflow to transfer jurisdiction to a processing center.observed_current2026-10-045POMS wording names WMS and DMS in the same action; this record represents the named screen only, not an inferred WMS/DMS physical interface.UI_DMS_DRADuser_interfaceFact/Amount Appeal DispositionDRADTitle II / Debt ManagementDebt Management System screen used to record fact/amount reconsideration and specified Title II waiver-related dispositions.observed_current2026-10-045Screen code and DMS context are explicit in current POMS.UI_DMS_DRCDuser_interfaceRecord Compromise DecisionDRCDPayments / DebtDebt Management System screen used to record a field-office compromise decision.observed_current2026-10-045Current August 2026 POMS identifies DRCD as the Record Compromise Decision screen.UI_DMS_DRCWuser_interfaceReview Compromise ApprovalDRCWPayments / DebtDebt Management System screen used for second-level review of compromise decisions when required.observed_current2026-10-045Current August 2026 POMS identifies DRCW as Review Compromise Approval for compromises over $2,000.UI_DMS_DRDYuser_interfaceROAR Diary ProcessingDRDYDebt & Overpayments / Work ControlDebt Management System screen used to establish ROAR diary controls, including 90-day diaries in specified unauthorized-payment cases.observed_current_reference2026-10-044Direct POMS evidence is from a 2022-revised section still current in the policy corpus; no separate backend is inferred.UI_DMS_DROAuser_interfaceDMS Resume Recovery ScreenDROATitle II / Debt ManagementDebt Management System screen used to resume collection after an overpayment explanation has been provided.observed_current2026-10-075POMS names the DROA screen and the COM+3 resumption action.UI_DMS_DRPCuser_interfaceDMS Process Personal Conference ScreenDRPCPayments & DebtDRPC records Title II personal-conference determination; workflow requires a separate reviewer from DRWD preparer.documented_current_policy2026-10-075UI_DMS_DRWDuser_interfaceDMS Waiver Disposition ScreenDRWDPayments & DebtDRWD screen posts Title II waiver approval decision to ROAR; used alongside other waiver processing controls.documented_current_policy2026-10-075UI_DMS_DRWRuser_interfaceDMS Review Waiver Disposition ScreenDRWRPayments & DebtDRWR screen documents Title II waiver approval second review input.documented_current_policy2026-10-075UI_DMS_RCFRuser_interfaceCorrect Field Office Receipt ScreenRCFRPayments / Debt / RemittancesDebt Management System screen used to correct field-office receipt information other than specified amount fields.observed_current2026-10-045Current March 2026 POMS.UI_DMS_RCRDuser_interfaceChange Field Office Receipt Date ScreenRCRDPayments / Debt / RemittancesDebt Management System screen used to change a field-office receipt date.observed_current2026-10-045Current March 2026 POMS.UI_DMS_REQDuser_interfaceDMS REQD ScreenREQDPayments / Debt / DMSDebt Management System screen whose Receipt Number field displays the lockbox Individual Reference Number for lockbox-origin remittances.observed_current_policy_reference2026-10-075Public POMS identifies the screen acronym but does not expand REQD; no expansion is inferred.UI_DMS_RFORuser_interfaceField Office Remittance Input ScreenRFORPayments / Debt / RemittancesDebt Management System screen used by field-office staff to enter remittance information.observed_current2026-10-045Current March 2026 POMS.UI_DMS_RMCRuser_interfaceManager Correct/Delete FO Receipt ScreenRMCRPayments / Debt / RemittancesDebt Management System management screen used for corrections or deletion actions involving remittance or credit amount fields.observed_current2026-10-045Current March 2026 POMS.UI_DMS_RMKIuser_interfaceDMS Remarks Index ScreenRMKIPayments & DebtRMKI screen allows remark classification for initial waiver determination documentation.documented_current_policy2026-10-075UI_DMS_RMKSuser_interfaceDebt Management System Remarks ScreenRMKSPayments / DebtDMS remarks screen used to document financial and other case-development information for debt/compromise actions.observed_current2026-10-045Current August 2026 POMS expressly directs technicians to document financial circumstances on the DMS RMKS screen.UI_DSWMuser_interfaceState Wage Match Development ScreenDSWMTitle XVI / EarningsSSI Claims screen used to clear state/OCSE wage match development and build the transaction sent to the Supplemental Security Record.observed_current_reference2026-10-035POMS cites MS 04422.016 for the DSWM screen.UI_ECO_TRRNuser_interfaceECO Returned Notice Manual Input ScreenTRRNDebt & External Collections / Returned MailFallback ECO screen used to input undeliverable External Collections notices when barcode scanning is not possible or notices are returned elsewhere.observed_current_policy2026-10-055UI_ECO_TRUNuser_interfaceECO Returned Notice Barcode Scan ScreenTRUNDebt & External Collections / Returned MailECO screen used by PC7 ODO mailroom staff to scan barcodes on undeliverable External Collections notices.observed_current_policy2026-10-055UI_EDCS_ACTIONSuser_interfaceEDCS Actions PageEDCS ActionsDisability / WorkflowEDCS page that presents Electronic Assistance Requests and Action Items requiring field-office action on certified electronic folders.observed_current2026-09-015Current POMS states ARs/AIs are stored in the EDCS database and the page is reviewed daily.UI_EDCS_INTERNET_DOCSuser_interfaceEDCS Internet Documents PageInternet DocumentsDisability / Evidence / EDCSEDCS case page used to review and control Internet-submitted documents associated with a disability appeal case.observed_current_policy_reference2023-12-285Supports retain/discard actions and commitment to the electronic folder.UI_EDCS_MCS_EXCLUSION_INFOuser_interfaceEDCS MCS Exclusion Information ScreenMCS Exclusion InformationDisability / EDCSEDCS screen used when no current MCS or MSSICS claim/appeal exists; available data from other SSA mainframe sources populate the screen and technicians complete otherwise-propagated fields.observed_current_policy2026-03-175Not a separate database; screen data then populate other EDCS screens.UI_EDCS_PREVIEW_INTERNET_DOCSuser_interfaceEDCS Preview Internet Documents PagePreview Internet DocumentsDisability / Evidence / EDCSEDCS page used before case creation to search, review, retain, or discard Internet documents submitted with iAppeals.observed_current_policy_reference2023-12-285Searches documents by claimant SSN and returns only documents not already associated with an EDCS case.UI_EIF_AEQYquery_interfaceEmployer Identification File Access QueryAEQYEarnings / Employer IdentitySSA query interface used in current procedures to access employer/EIN information in the Employer Identification File.observed_current_policy2026-10-075An EIN is not a unique organizational identity key by itself; policy requires verification and discrepancy handling.UI_ELAS_RMRKuser_interfaceeLAS Remarks ScreenRMRKCustomer Service / AppointmentseLAS remarks screen on which iAppointment records non-English language or sign-language assistance needs.observed_current_policy2026-06-265Current POMS documents message content but not backend persistence.UI_ELAS_WKSHuser_interfaceeLAS Leads/Protective Filing Worksheet ScreenWKSHCustomer Service / AppointmentseLAS worksheet screen that carries the UNVER issue for protective filings and appointments created from iAppointment.observed_current_policy2026-06-265Screen-level object only.UI_ERPC_WORKLOAD_MGMTuser_interfaceeRPC Workload Management ScreenWorkload ManagementDisability / Program ConsultationeRPC screen used by RPC staff to track, assign, monitor, and timely process Request for Program Consultation cases.observed_current_policy_reference2026-10-075UI_ERPC_WORKLOAD_SUMMARYuser_interfaceeRPC Workload Summary ScreenWorkload SummaryDisability / Program ConsultationeRPC screen listing submitted RPCs that are not yet resolved and allowing authorized managers to review pending cases.observed_current_policy_reference2026-10-075UI_ERPS_ADD_NEW_ISSUEuser_interfaceeRPS Add New Issue ScreenAdd New IssueRepresentative Payee / Work ControleRPS screen used to establish a follow-up diary for a questionable representative payee.observed_current_policy2026-10-075POMS cites MS 07408.007.UI_ERPS_APPLICANT_IDuser_interfaceeRPS Proof of Applicant's Identity ScreenRepresentative Payee / IdentityeRPS screen used to document how a representative-payee applicant identity was verified, including NUMI-based verification for telephone or video interviews.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07409.011.UI_ERPS_BENEFICIARY_ADDRESS_CHANGEuser_interfaceeRPS Beneficiary Address Change ScreenBeneficiary Address ChangeRepresentative Payee / Address ProvenanceeRPS screen used to update beneficiary residence address during representative-payee organizational changes and related address/custody processing.observed_current_policy2025-05-165MS 07414.010; specific backing tables are not established.UI_ERPS_BENE_DETAILSuser_interfaceeRPS Beneficiary Details ScreenRepresentative Payee / Beneficiary RecordeRPS screen whose notes hold capability determinations associated with the beneficiary's eRPS record.observed_current_reference2026-10-055June 2026 POMS directs staff to Beneficiary Details and its notes for capability determinations.UI_ERPS_BG_PERMISSIONuser_interfaceeRPS Permission for Background Check ScreenRepresentative Payee / Program IntegrityeRPS screen used to record applicant permission before SSA conducts a criminal background check.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07409.014.UI_ERPS_BG_RESULTSuser_interfaceeRPS Criminal Background Check Results ScreenRepresentative Payee / Program IntegrityeRPS screen used to present criminal-background information that staff discuss and verify with a payee applicant.observed_current_reference2026-10-055Current POMS references the Background Check Results screen and MS 07409.024.UI_ERPS_EIN_INFO_FROM_EIFuser_interfaceeRPS EIN Info from EIF ScreenEIN Info from EIFRepresentative Payee / Employer IdentityeRPS screen displaying the EIN match result and most recent name entry returned from the Employer Identification File.observed_current_policy2023-05-235MS INTRANETERPS 014.003; screen is not modeled as a repository.UI_ERPS_FUGITIVE_FELONuser_interfaceeRPS Fugitive Felon Information ScreenRepresentative Payee / Program IntegrityeRPS screen used to display fugitive-felon record information during representative-payee applicant suitability review.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07410.003.UI_ERPS_LEGAL_GUARDIAN_DETAILSuser_interfaceeRPS Legal Guardian Details ScreenLegal Guardian DetailsRepresentative Payee / Legal EvidenceeRPS screen referenced for documenting legal guardian information and existing guardian evidence.observed_current_policy_reference2026-10-075UI_ERPS_MAKE_NOTEuser_interfaceeRPS Make Note ScreenRepresentative Payee / Case DocumentationeRPS screen used with the Rep Payee Applicant Note Type to document interview circumstances, suitability observations, and criminal-history-related notes.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07415.002.UI_ERPS_MERGE_ORGANIZATIONuser_interfaceeRPS Merge Organization/Institution ScreenRepresentative Payee / OrganizationseRPS screen used by FO after due process to execute documented organizational representative payee mass changes.documented_current_policy2026-10-075UI_ERPS_ORG_BASIC_INFOuser_interfaceeRPS Rep Payee Organization Basic Info ScreenOrganization Basic InfoRepresentative Payee / eRPSeRPS organization-information screen used for organizational representative-payee details; current policy directs staff to use it for public-guardian name and title information in the payment legend.observed_current_policy_reference2026-10-075Current POMS cites MS 07414.007 for this screen.UI_ERPS_PAYMENT_LEGENDuser_interfaceeRPS Payment Legend ScreenPayment LegendRepresentative Payee / eRPSeRPS screen used to record the payment legend, including special naming requirements for joint or public guardians.observed_current_policy_reference2026-10-075Current eRPS POMS identifies the Payment Legend screen; physical implementation is not further inferred.UI_ERPS_PENDING_APPLICATIONSuser_interfaceeRPS Pending Applications ScreenRepresentative Payee / OrganizationseRPS screen queried to identify beneficiaries affected by an organizational payee change.documented_current_policy2026-10-075UI_ERPS_PRISONER_INFOuser_interfaceeRPS Prisoner Information ScreenRepresentative Payee / Program IntegrityeRPS screen used to display a payee applicant PUPS incarceration record during suitability review.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07410.004.UI_ERPS_RELATIONSHIP_DETAILSuser_interfaceeRPS Relationship Details TabRepresentative Payee / Financial ManagementTab on which staff document representative payee fiduciary ABLE account titling in a note.documented_current_policy2026-10-075UI_ERPS_ROC_DETAILSuser_interfaceeRPS Report of Contact Details ScreenReport of Contact DetailsRepresentative Payee / Case DocumentationeRPS screen used to record personal-contact findings during follow-up of questionable representative payees.observed_current_policy2026-10-075POMS cites MS 07416.002.UI_ERPS_RPSTuser_interfaceRepresentative Payee Suitability ScreenRPSTRepresentative PayeeeRPS/Representative Payee System screen used to document a suitability determination for a fee-for-service organizational payee applicant.observed_current2026-07-155Current POMS explicitly directs staff to document the determination in the RPST screen.UI_ERPS_SELECTED_LISTuser_interfaceeRPS Selected List ScreenRepresentative Payee / OrganizationseRPS listing used to identify beneficiaries currently assigned to an organizational payee.documented_current_policy2026-10-075UI_ERPS_SELECTION_DECISIONuser_interfaceeRPS Rep Payee Selection-Decision ScreenRepresentative Payee / SelectioneRPS decision screen used to select or non-select a representative-payee applicant, including barred-crime non-selection outcomes.observed_current_reference2026-10-055Current POMS names the Rep Payee Selection-Decision screen; public source does not expose its implementation.UI_ERPS_SSA11_INTROuser_interfaceeRPS SSA-11 Application-Introduction ScreenRepresentative Payee / IntakeeRPS application screen used to begin the SSA-11 payee application interview and record interview-channel information.observed_current_reference2026-10-055Current POMS identifies this screen as MS 07409.002. Physical UI technology is not public.UI_EVIEW_ALERTS_MESSAGESuser_interfaceeView Alerts & Messages TabAlerts & MessagesDisability / eVieweView case tab for alerts and messages associated with an electronic disability case.observed_current_policy_reference2026-10-075UI_EVIEW_CASE_DOCUMENTSuser_interfaceeView Case Documents TabCase DocumentsDisability / eVieweView case tab used to view documents contained in the electronic folder.observed_current_policy_reference2026-10-075UI_EVIEW_CASE_PROCESS_VIEWuser_interfaceeView Disability Case Process (View Mode) ScreenDisability Case ProcessDisability / eViewMain eView case screen shown after selection of a specific case, containing title bars, tabs, links, and case functions.observed_current_policy_reference2026-10-075UI_EVIEW_CASE_SELECTIONuser_interfaceeView Case Selection ScreenCase SelectionDisability / eVieweView screen used to search for and select a specific electronic disability case by claimant identifiers or EDCS Folder Number.observed_current_policy_reference2026-10-075POMS also calls the results surface the eView Disability Folder Selection screen; retained here as one canonical UI with an alias to avoid duplicate screens.UI_EVIEW_EXHIBIT_LISTuser_interfaceeView Exhibit List TabExhibit ListHearings & Appeals / eVieweView tab available when an exhibit list exists, including additional OHO/OAO functionality at hearings and Appeals Council levels.observed_current_policy_reference2026-10-075UI_EVIEW_INTERNET_DOC_HISTORYuser_interfaceeView Internet Documents History PageInternet Documents HistoryDisability / Evidence / eVieweView history page showing document status and retention action for Internet documents after EDCS processing.observed_current_policy_reference2023-12-285Some discarded-document images are permanently deleted while metadata/details remain viewable depending on discard reason.UI_EVIEW_STATUS_HISTORYuser_interfaceeView Status/History TabStatus/HistoryDisability / eVieweView case tab displaying case status and history information.observed_current_policy_reference2026-10-075UI_IMNUuser_interfaceInternet MenuIMNUTitle II / Internet ClaimsInternet Menu referenced by current POMS as the location of the iClaim completion date used to determine an electronically signed Internet application’s submission/receipt date.observed_current_reference2026-10-045The public POMS identifies the menu and policy role but does not expose its internal implementation; no hosting topology is inferred.UI_IRCS_QPIDuser_interfaceIRCS Incentive Payment Identification Query ScreenQPIDProgram Integrity / PrisonerIRCS query screen whose Incentive Payment Data section provides incentive payee name, institutional mailing address, and payment-contact information.observed_current_policy2026-04-145UI_IRMAA_IRLCuser_interfaceIRMAA Life-Changing Event ScreenIRLCMedicare / IRMAAIRMAA screen used to select a qualifying life-changing event, record the event date, proof status, and remarks.observed_current_policy2026-10-075UI_IRMAA_IRMAuser_interfaceIRMAA Income and Tax Data ScreenIRMAMedicare / IRMAAIRMAA screen used in the new-initial-determination sequence to enter adjusted gross income, tax-exempt interest, filing status, source, and proof information.observed_current_policy2026-10-075Canonical label is descriptive; SSA policy identifies the IRMA screen and its fields but not a longer formal screen name.UI_IRMAA_IRMNuser_interfaceIRMAA Request ScreenIRMNMedicare / IRMAAIRMAA screen used to establish and process a new-initial-determination request; current policy also uses it to route users to EVID through Shared Processes.observed_current_policy2026-10-075UI_IRMAA_IRREuser_interfaceIRMAA Results ScreenIRREMedicare / IRMAAIRMAA results screen showing current and recalculated IRMAA data and supporting dismissal or changed-determination processing.observed_current_policy2026-10-075UI_IRMAA_PYTYuser_interfaceIRMAA Premium Year / Tax Year ScreenPYTYMedicare / IRMAAIRMAA screen in the current new-initial-determination sequence for premium-year and tax-year information.observed_current_policy2026-10-074Expanded screen name inferred only from the documented PY/TY context and screen mnemonic; physical implementation is not inferred.UI_MACADE_ATTuser_interfaceMACADE ATT ScreenATTRepresentation / Title IIMACADE screen that current appointment policy instructs technicians to review as applicable for current appointed-representative information.observed_current_policy2026-10-075Mnemonic expansion and backing store are not stated in the public source.UI_MAPS_APPLICANT_INFOuser_interfaceMAPS Applicant Information ScreenApplicant InformationMedicare / Extra HelpMAPS application screen used to record applicant information for Extra Help applications.observed_current_policy2026-10-075UI_MAPS_ATWEuser_interfaceMAPS Work Stop Date and Work Expenses for Disability ScreenATWEMedicare / Extra HelpMAPS application screen used to record work-stop date and disability-related work-expense information.observed_current_policy2026-10-075UI_MAPS_CURRENT_AGENCY_DATAuser_interfaceMAPS Current Agency Data ScreenCurrent Agency DataMedicare / Extra HelpMAPS screen displaying current agency data used in Extra Help verification, including specified OCSE unemployment information.observed_current_policy2026-10-075UI_MAPS_DADSuser_interfaceMAPS Detailed Agency Data ScreenDetailed Agency DataMedicare / Extra HelpMAPS screen showing detailed agency-data items; for IRS reports it includes document code, income type, payer EIN, and amount.observed_current_policy2026-10-075UI_MAPS_DEV_WORKSHEETuser_interfaceMAPS Development WorksheetMAPS Development WorksheetMedicare / Extra HelpMAPS worksheet that creates and tracks verification issues for Extra Help applications.observed_current_reference2026-10-035UI_MAPS_DWRCuser_interfaceMAPS Report of Contact ScreenDWRCMedicare / Extra HelpMAPS report-of-contact screen used to document verification development and claimant responses.observed_current_policy2026-10-075UI_MAPS_EARNED_INCOMEuser_interfaceMAPS Earned Income Application ScreenEarned IncomeMedicare / Extra HelpMAPS application screen used to record earned-income information.observed_current_policy2026-10-075UI_MAPS_INSURANCE_BURIAL_REuser_interfaceMAPS Insurance, Burial Information and Real Estate ScreenInsurance/Burial/Real EstateMedicare / Extra HelpMAPS application screen for insurance, burial information, and real-estate questions.observed_current_policy2026-10-075UI_MAPS_MEDICARE_SAVINGS_PLANuser_interfaceMAPS Medicare Savings Plan Application ScreenMedicare Savings PlanMedicare / Extra HelpMAPS screen used to record the claimant decision concerning referral of Extra Help application information to the State for Medicare Savings Program consideration.observed_current_policy2026-10-075UI_MAPS_PREDECISION_PERIODuser_interfaceMAPS Pre-Decisional Period ScreenPre-Decisional PeriodMedicare / Extra HelpMAPS screen used to review the pre-decisional response period and related pending action.observed_current_policy2026-10-075UI_MAPS_RELATIVES_EXPENSEuser_interfaceMAPS Number of Relatives and Help with Expense ScreenRelatives/ExpenseMedicare / Extra HelpMAPS application screen for household relatives and help-with-expense information.observed_current_policy2026-10-075UI_MAPS_SAVINGS_ACCOUNTSuser_interfaceMAPS Savings and Accounts ScreenSavings and AccountsMedicare / Extra HelpMAPS application screen used to record savings and account information.observed_current_policy2026-10-075UI_MAPS_UNEARNED_INCOMEuser_interfaceMAPS Unearned Income Application ScreenUnearned IncomeMedicare / Extra HelpMAPS application screen used to record unearned-income information.observed_current_policy2026-10-075UI_MAPS_VRAIuser_interfaceMAPS Issue Verification ScreenVRAIMedicare / Extra HelpMAPS verification screen used to review and resolve discrepancies between application allegations and agency data.observed_current_policy2026-10-075UI_MCS_ADDBuser_interfaceMCS Additional Benefits ADDB ScreenADDBTitle II / Historical GPOMCS Additional Benefits screen captured noncovered pension information for GPO initial-claim development applicable only to entitlement months before January 2024.legacy_pre_2024_processing2026-10-075UI_MCS_ADDRuser_interfaceMCS Address ScreenADDRTitle II / Claims / AddressModernized Claims System screen used to hold the number holder’s last-known address in unknown-address claim processing.observed_current_reference2026-10-055Current GN 01010.300 names the ADDR screen; no separate underlying address database is inferred.UI_MCS_CADRuser_interfaceMCS Claimant Address ScreenCADRTitle II / Claims / AddressModernized Claims System screen on which staff enter the claimant mailing address during RSDI claims processing.observed_current_reference2026-10-055Current POMS explicitly states the CADR mailing address propagates to the MCS ADDR screen.UI_MCS_DECIuser_interfaceMCS Decision/Diary Control ScreenDECITitle II / Claims / ControlModernized Claims System screen used to establish a diary controlling unknown-address development.observed_current_reference2026-10-055Current GN 01010.300 directs technicians to establish the address-development diary on DECI.UI_MCS_DICLuser_interfaceMCS Disability Allowance/Denial ScreenDICLTitle II / Disability / User InterfaceModernized Claims System screen that receives specified disability determination data, including statutory-blind allowance indicators and adjusted blind onset information.observed_current_policy_reference2026-10-065Current 2026 POMS explicitly identifies the DICL screen.UI_MCS_DRREuser_interfaceMCS Railroad Earnings Data ScreenDRRETitle II / Railroad / EarningsMCS earnings-computation screen containing railroad service-month entries used to identify career railroad cases.observed_current_policy_reference2026-10-075Source refers to MCS/EC; modeled as an MCS screen without inferring a separate database.UI_MCS_DW01user_interfaceMCS Development Worksheet Screen DW01DW01Title II / Claims ProcessingMCS Development Worksheet screen used to identify assigned WSU and record development remarks or tickles.observed_current_reference2026-10-045Screen-level object; not modeled as a separate backend.UI_MCS_DW03user_interfaceMCS DW03 ScreenDW03Title II / Claims ProcessingMCS screen on which staff annotate field-office code, name, and direct telephone information in the documented WSU workflow.observed_current_reference2026-10-044POMS identifies DW03 but does not expand the screen code; no expansion is guessed.UI_MCS_EARNuser_interfaceMCS Earnings ScreenEARNTitle II / EarningsModernized Claims System earnings screen whose computation-year entries are compared with DEQY to confirm that earnings reached the Master Earnings File.observed_current_policy2026-10-075UI_MCS_ECORuser_interfaceMCS Earnings Correction ScreenECORTitle II / EarningsModernized Claims System earnings-correction screen whose computation-year entries are compared with DEQY to confirm that earnings reached the Master Earnings File.observed_current_policy2026-10-075UI_MCS_GPODuser_interfaceMCS Government Pension Offset Determination ScreenGPODTitle II / Historical GPOLegacy MCS GPOD data propagated through A101 to MACADE when MCS had claim-processing limitations; applies only pre-2024 benefit months.legacy_pre_2024_processing2026-10-075UI_MCS_NHRRuser_interfaceMCS Number Holder Railroad Employment ScreenNHRRTitle II / Railroad / EarningsModernized Claims System screen #23 containing the number of months a claimant alleges working for the railroad after 1936.observed_current_policy_reference2026-10-075Current POMS identifies the screen and business use; field storage is not inferred.UI_MCS_NOT2user_interfaceMCS NOT2 ScreenNOT2Representation / Title IIMCS screen that current appointment policy instructs technicians to review as applicable to ensure appointed-representative information is current.observed_current_policy2026-10-075Public POMS does not expand the NOT2 mnemonic or identify backing storage.UI_MCS_RPOCuser_interfaceMCS Report of Contact ScreenRPOCTitle II / Case DocumentationModernized Claims System Report of Contact screen used to document capability determinations for Title II or concurrent cases not established in eRPS.observed_current_reference2026-10-055Current POMS references MS MCS 008.007; implementation technology is not inferred.UI_MCS_STUDuser_interfaceMCS Student Entitlement ScreenSTUDTitle II / Student Benefits / MCSModernized Claims System screen used to code student entitlement based on expected graduation date, age 19 rules, and the school operating basis certified on SSA-1372.observed_current2026-10-075POMS cross-references MSOM COMMON 005.029; internal field layout beyond the documented attributes is not inferred.UI_MEGAHIT_WEBSITEuser_interfaceMEGAHIT WebsiteMEGAHIT websiteDisability / Health ITStaff-facing website for user-triggered health-information-technology medical evidence requests; hosting and underlying DBMS unidentified.documented_current_policy2026-10-075UI_MNUP_TRANSFERworkflow_featureMNUP Website TRANSFER FacilityTRANSFERTitle II / Program Integrity / Work RoutingMNUP website facility used to transfer a case to a new servicing field office when appropriate.observed_current_policy2026-10-075Underlying routing implementation is not identified.UI_MONET_SMS1user_interfaceMONET Special Message Data ScreenSMS1Title II / Post-entitlementMONET screen used to add Special Message Data to the Master Beneficiary Record.observed_current_reference2026-10-055Current POMS identifies the SMS1 screen in MONET.UI_MSSICS_ACIDuser_interfaceMSSICS Claimant Identification ScreenACIDTitle XVI / Person Identity / ClaimsMSSICS screen that records identifying information for SSI applications, including place of birth.observed_current_policy_reference2026-10-065Current POMS explicitly identifies ACID as the MSSICS client identification screen. Physical implementation beyond MSSICS is not inferred.UI_MSSICS_ADDRuser_interfaceMSSICS Mailing/Payment Address ScreenADDRTitle XVI / Address / ClaimsMSSICS screen referenced by POMS for claimant mailing/payment address.current_reference_transition_uncertain2026-10-054A 2025-batch POMS page still references ADDR, while September 2026 redetermination policy names the SSI Claims System APID page. The exact transition/equivalence is not inferred.UI_MSSICS_DADJuser_interfaceMSSICS DADJ ScreenDADJTitle XVI / Claims / User InterfaceMSSICS screen used to enter the initial claim decision during PERC processing.observed_current_policy_reference2026-10-065Public POMS names the screen but does not expose physical implementation details.UI_MSSICS_DIRSuser_interfaceMSSICS IRS Interface DevelopmentDIRSTitle XVI / IRS Match DevelopmentMSSICS development path used to document and resolve the SSI IRS 5B computer-match diary.observed_current_policy_reference2026-10-075Current POMS continues to direct technicians to document full SSI IRS alert development in MSSICS on the DIRS screen. The internal MSOM implementation is not publicly described.UI_MSSICS_DPENuser_interfacePension Interface DevelopmentDPENTitle XVI / IRS Match / Work ControlMSSICS development screen identified by POMS for documenting development of the SSI Pension Interface 5H diary.current_policy_reference2026-10-065POMS page remains active and was batch-run in 2025, although the underlying MSOM implementation date is older. Backend technology is not public.UI_MSSICS_DSABuser_interfaceMSSICS Savings Bond Interface Development ScreenDSABTitle XVI / Resources / User InterfaceMSSICS screen used to document savings-security ownership verification and clear Savings Security Instrument Match diaries.observed_current2026-10-045Current POMS cites MS 04422.015 Savings Bond Interface Development (DSAB). No underlying service or database boundary is inferred.UI_MSSICS_DSSRuser_interfaceMSSICS DSSR ScreenDSSRTitle XVI / Claims / User InterfaceMSSICS screen used in PERC processing to close the open event after review actions are recorded.observed_current_policy_reference2026-10-065Public POMS names the screen but does not expand the acronym or expose physical implementation details.UI_MSSICS_DUEMuser_interfaceMSSICS Unemployment Compensation Match Development ScreenDUEMTitle XVI / User InterfaceMSSICS screen used to clear U5 unemployment-compensation match diaries after required development.observed_current_policy2026-10-055POMS names DUEM but public policy does not expose its backing table or service implementation.UI_MSSICS_DWO1user_interfaceMSSICS DWO1 Development ReferralDWO1Title XVI / Work Control / AddressMSSICS referral control used to send a moved SSI case to the new field office when living-arrangement or other development remains outstanding.observed_current_policy_reference2026-08-074Current POMS spells the control DWO1 in one passage and DWOI in another; treated as one logical referral control pending MSOM confirmation.UI_MSSICS_DXIXuser_interfaceMSSICS Title XIX Facility Interface Development ScreenDXIXTitle XVI / User InterfaceMSSICS interface-development screen used to clear D8 Title XIX facility-match diaries and build the resulting transaction to SSR.observed_current_policy2026-10-055Current POMS explicitly ties DXIX to D8 clearance.UI_MSSICS_ISEIuser_interfaceMSSICS Self-Employment Income ScreeniSEITitle XVI / Work IncentivesMSSICS screen used to post net earnings from self-employment for approved PASS cases.observed_current_reference2026-10-035UI_MSSICS_MULTI_SSNuser_interfaceMSSICS Multiple SSNs PageMultiple SSNsTitle XVI / Person Identity / ClaimsMSSICS page that collects other names and Social Security numbers used by an applicant for Numident verification.observed_current_policy_reference2026-10-065Current POMS says the page collects other names/SSNs for Numident verification; it does not establish a separate person master repository.UI_MSSICS_PERCuser_interfaceMSSICS Preeffectuation Review Contact PagePERC PageTitle XVI / Claims / User InterfaceMSSICS page used to record PERC processing, including limited PERC handling and PERC date generation.observed_current_policy_reference2026-10-065POMS directs MSSICS users to select WITH EXCLUSION on the Preeffectuation Review Contact page for qualifying limited PERCs.UI_MSSICS_RFIAuser_interfaceMSSICS Resource Financial Institution Account ScreenRFIATitle XVI / Work IncentivesMSSICS screen used to exclude PASS/business accounts as resources for approved PASS cases.observed_current_reference2026-10-035UI_MSSICS_UATHuser_interfaceMSSICS UATH ScreenUATHRepresentation / Title XVIMSSICS screen that current appointment policy instructs technicians to review as applicable for current appointed-representative information.observed_current_policy2026-10-075Mnemonic expansion and backing store are not stated in the public source.UI_MSSICS_UFEEuser_interfaceMSSICS UFEE ScreenUFEERepresentation / Title XVIMSSICS screen that current appointment policy instructs technicians to review as applicable for current appointed-representative information.observed_current_policy2026-10-075Mnemonic expansion and backing store are not stated in the public source.UI_NAT_SSI_ALERTuser_interfaceNational SSI Alert System PageTitle XVI / Program IntegritySSA page used by field offices to obtain replacement SSI wage alerts.observed_current_reference2026-10-035Current POMS references this page but public documentation does not expose its platform or hosting architecture.UI_NDDSS_DDSMuser_interfaceNDDSS Master File MenuDDSMDDS Disability ProcessingNational Disability Determination Services System master-file menu referenced by current FO/DDS coordination policy.observed_current_policy2026-10-075UI_NED_NEDAuser_interfaceNED Address ScreenNEDADebt & Overpayments / Address ProvenanceNED screen through which a non-entitled debtor domestic address and phone number can be directly changed in the NED database.observed_current_policy_reference2017-10-315Current-live POMS within the ten-year horizon. Public policy does not expose implementation technology.UI_PDP_PENDING_WAGEuser_interfacePDP Pending Wage PagePDP Pending WageTitle XVI / Claims / EarningsSSI Claims/CCE page displaying PDP wage/employment information that could not match an existing Wages page and requires technician disposition.observed_current2026-10-055Associated with the EE diary; technician can update an existing employer, add a new employer, or reject the information after development.UI_PDP_PENDING_WAGE_REPORTuser_interfacePDP Pending Wage Report PagePDP Pending Wage ReportTitle XVI / Claims / EarningsSSI Claims/CCE page displaying matched PDP wage information that still requires manual processing before posting, such as force-due or manual-deeming cases.observed_current2026-10-055Wages on this page have not been applied to the SSR until technician action is completed.UI_PEPPuser_interfaceProvisional Payment ScreenPEPPTitle II / Expedited ReinstatementTitle II Postentitlement Online System screen used to begin eligible expedited-reinstatement provisional benefits.observed_current_reference2026-10-045Current POMS explicitly identifies the PEPP screen within POS.UI_PESP_STOP_PAYMENTuser_interfaceStop Payment Request Input ScreenPESPTitle II / Payments / Stop PaymentRSDHI stop-payment input screen used by a Program Service Center to enter a manual F-stop request.observed_current2026-10-075POMS identifies PESP as an RSDHI input screen. The Atlas does not infer a separate PESP database or the physical RSDHI implementation.UI_PI_CITIZENSHIP_INFOuser_interfacePerson Information Citizenship InformationIdentity / Person InformationPerson Information detail screen used in CCE to capture U.S. citizenship status and proof information.observed_current_reference2026-10-055Current POMS GN 00301.286 references MS 08401.007.UI_PI_CONTACTuser_interfacePerson Information Contact InformationPerson / ContactPerson Information contact-information screen referenced by current address-change policy.observed_current_reference2026-10-055Current POMS GN 02605.035 references MS 08401.005.UI_PI_DISCREPANCYuser_interfacePerson Information Record with DiscrepanciesPerson / Data QualityPerson Information discrepancy-resolution screen referenced in retained Title II citizenship instructions.recent_policy_reference_retention_expired2026-09-275EM-21045 REV referenced MS 08401.004 through its 2026-09-27 retention date. The screen remains historically/recently evidenced, but Run 52 does not claim a current post-retention UI state.UI_PI_IDENTITY_INFOuser_interfacePerson Information Identity InformationIdentity / Person InformationPerson Information detail screen used in CCE to capture identity evidence such as birthplace and birthdate proof information.observed_current_reference2026-10-055Current POMS GN 00301.286 references MS 08401.006.UI_PI_MARRIAGEuser_interfacePerson Information Marriage Information DetailsPerson / RelationshipsPerson Information marriage-information details screen referenced by current SSI marital-status policy.observed_current_reference2026-10-055Current POMS SI 00604.018 references MS 08401.008.UI_PI_ON_RECORDuser_interfacePerson Information on RecordIdentity / Person InformationPerson Information page used in CCE evidence documentation and displaying person information including death source-of-notification information.observed_current_reference2026-10-055Current POMS GN 00301.286 references MS 08401.003. Public evidence establishes the logical screen/page but not its implementation technology.UI_POS_CLCZuser_interfaceCitizenship U.S. and/or Foreign ScreenCLCZTitle II / Post-Entitlement / Person IdentityPOS-path screen that may appear during a foreign-to-domestic change of address when MBR citizenship information is missing or incomplete.observed_current_reference2026-09-175POMS cross-references MSOM COMMON 005.010; no database technology inferred.UI_POS_CLLPuser_interfaceLawful Presence ScreenCLLPTitle II / Post-Entitlement / Person IdentityPOS-path screen that may appear during a foreign-to-domestic change of address when lawful-presence information is missing or incomplete.observed_current_reference2026-09-175POMS cross-references MSOM COMMON 005.011; no database technology inferred.UI_POS_LEUSuser_interfacePOS Left U.S./Outside of U.S. ScreenLEUSTitle II / International / ResidencePOS-path screen used to annotate the date a beneficiary left the United States in applicable domestic-to-foreign address cases.observed_current_reference2026-10-055UI_POS_NUSCuser_interfacePOS Non-U.S. Citizen Coding ScreenNUSCTitle II / International / CitizenshipPOS-path screen used in domestic-to-foreign change-of-address processing for non-U.S.-citizen coding when applicable.observed_current_reference2026-10-055UI_POS_PEADuser_interfacePOS Address/Direct Deposit/Phone ScreenPEADTitle II / Post-Entitlement / AddressPost Entitlement System screen used for current post-entitlement address, direct-deposit, and telephone changes.observed_current_reference2026-10-055Current foreign-address POMS explicitly directs PEAD for current post-entitlement changes.UI_POS_PEAFuser_interfaceFuture POS Address/Direct Deposit/Phone ScreenPEAFTitle II / Post-Entitlement / AddressPost Entitlement System screen used to enter future address, direct-deposit, and telephone changes up to three months in advance.observed_current_reference2026-10-055UI_POS_PELFuser_interfacePOS Alien Tax Update ScreenPELFTitle II / International / TaxPOS-path screen used in domestic-to-foreign change-of-address processing to collect alien-tax information when applicable.observed_current_reference2026-10-055Screen appearance is conditional; no separate backend store inferred.UI_PUPS_IPIDuser_interfacePUPS Incentive Payment Identification Data ScreenIPIDProgram Integrity / PrisonerPUPS screen maintained with a facility incentive-payment address and contact information; updates are requested through Field Operations prisoner coordination.observed_current_policy2026-04-145UI_PUPS_P2QYuser_interfacePUPS Title II Prisoner Status QueryP2QYProgram Integrity / PrisonerPUPS Title II status query used to determine whether an incentive payment was made for a prisoner report and to obtain facility identifiers.observed_current_policy2026-04-145UI_PUPS_QIPAuser_interfacePUPS QIPA Incentive Payment ScreenQIPAProgram Integrity / PrisonerPUPS screen used with institutional incentive-payment records when answering SSA-L4020 inquiries.observed_current_policy2026-04-144POMS names the screen but does not expand QIPA.UI_PUPS_QIPDuser_interfacePUPS QIPD Incentive Payment ScreenQIPDProgram Integrity / PrisonerPUPS screen used with institutional incentive-payment records when answering SSA-L4020 inquiries.observed_current_policy2026-04-144POMS names the screen but does not expand QIPD.UI_PUPS_T16QYuser_interfacePUPS Title XVI Prisoner Status QueryT6QY / P6QYProgram Integrity / PrisonerPUPS Title XVI status query used in incentive-payment recovery. Current POMS uses both T6QY and P6QY labels in the same section.observed_current_policy2026-04-144Preserve the source naming inconsistency; do not infer two physical screens without additional evidence.UI_R105_ISNO_ACCOMuser_interfaceiSNO Additional Accommodation Information ScreenNotices & Customer ServiceCollects accessible-format accommodation details including mailing address, telephone number, asserted impairment and explanation of alternative formats.documented_current_policy2026-10-075UI_R105_ISNO_AUTHuser_interfaceiSNO Authenticate a Client ScreenPerson & IdentityIntranet Special Notice Option entry uses SSN, birth date and name for cross-record match and lists explicit error conditions, including an existing death indicator.documented_current_policy2026-10-075UI_R105_ISNO_SELECTuser_interfaceiSNO Select Option ScreenNotices & Customer ServiceSelect Option presents current special-notice communication choice, follow-up telephone, client history and optional confirmation email.documented_current_policy2026-10-075UI_R105_QRCPS_GENERALuser_interfaceQRCPS General Referral SectionDisability & Quality ReviewQuality reviewers may initiate a MAQR Review referral within QRCPS General Referral; managers resolve or route to medical/psychological consultants.documented_current_policy2026-10-075UI_RASR_ROCuser_interfaceRASR Report of Contact ScreenRASR ROCRepresentation / Case DocumentationReport-of-Contact screen within RASR used to document claimant representation intent and representative withdrawal information.observed_current_reference2026-10-055Current POMS explicitly directs technicians to annotate a ROC screen in RASR.UI_SAVE_RESPONSEuser_interfaceSSA SAVE Query Response ScreenSAVE ScreenIdentity / Immigration VerificationSSA screen on which selected DHS SAVE response attributes are propagated for claims lawful-presence verification.observed_current_policy2026-09-175Screen-level object only; no separate backend or persistence layer is inferred.UI_SPASuser_interfaceAdministrative Sanctions ScreenSPASProgram Integrity / Administrative SanctionsScreen used to collect information about imposed or deferred administrative sanctions.observed_current_reference2026-10-035UI_SSIRDuser_interfaceSupplemental Security Income Record DisplaySSIRDTitle XVI / Special Veterans BenefitsDisplay in which the SVB indicator appears in the Case Header segment.current_poms_retained_detailed_topology_old2026-04-134UI_SSI_ABLE_ACCOUNTuser_interfaceSSI Claims System ABLE Account PageABLE Account PageTitle XVI / Resources / User InterfaceSSI Claims System page used to record ABLE program State, account number, open/close dates, signature authority, and account-balance information.observed_current_policy2026-10-065Current POMS calls this the Achieving a Better Life Experience Account page.UI_SSI_ABLE_PENDINGuser_interfaceSSI Claims System Pending ABLE Account PagePending ABLE PageTitle XVI / Resources / Work ControlSSI Claims System page that displays new State-reported ABLE account information and supports update/add/reject/decide-later resolution when data do not match an existing account.observed_current_policy2026-10-065A pending decision must be resolved before closing an initial claim, redetermination, or appeal event.UI_SSI_ALIEN_STATUSuser_interfaceSSI Alien Status PageAlien StatusTitle XVI / Identity / ImmigrationSSI claim page used to document U.S. admission date, alien status code, and whether alien status was verified; referenced in current MSSICS and CCE SSI policy.observed_current_policy2026-09-175Logical page reference across evolving SSI claims terminology; exact physical application boundary is unresolved.UI_SSI_APIDuser_interfaceSSI Claims System Personal Information PageAPIDTitle XVI / Address / ClaimsCurrent SSI Claims System page under General ID used to document mailing address during redetermination processing.observed_current_reference2026-09-175UI_SSI_DORWuser_interfaceSSI Over Reported Wage Development PageDORWTitle XVI / User InterfaceSSI Claims page used to resolve S7 overreported-wage discrepancies before building a transaction to SSR.observed_current_policy2026-10-055Current POMS names the DORW page in S7 clearance instructions.UI_SSI_FI_ACCOUNTuser_interfaceSSI Claims System Financial Institution Account PageTitle XVI / Financial VerificationClaims page used to document financial institution accounts, balances, excluded amounts, exclusion reasons, and related file notes.observed_current_reference2026-10-055Current POMS also describes this page in CCE; Atlas preserves both logical SSI Claims System and CCE references without assuming implementation identity.UI_SSI_FI_PERMISSIONuser_interfaceSSI Claims System Financial Institutions Permission PageTitle XVI / Financial VerificationSSI Claims System page where SSA records permission to request financial-account balance information.observed_current_reference2026-10-055Current POMS identifies MS 08108.020; no underlying storage technology is inferred.UI_SSI_HOME_RENTuser_interfaceSSI Claims System Home Ownership and Rental Liability PageTitle XVI / Living ArrangementsSSI Claims System page on which current rental-subsidy edits evaluate the rental subsidy amount.observed_current_policy2026-10-055Current E2 diary policy names the Home Ownership and Rental Liability page; implementation technology is not public.UI_SSI_LRESuser_interfaceSSI Claims System Residence Address and Jurisdiction PageLRESTitle XVI / Address / ClaimsCurrent SSI Claims System page under Living Arrangements used to document residence address and jurisdiction information.observed_current_reference2026-09-175Residence information supports State supplementation and categorical Medicaid determinations.UI_SSI_OTHER_RESOURCEuser_interfaceSSI Claims System Other Resource PageOther Resource PageTitle XVI / Resources / User InterfaceSSI Claims System resource page used, among other purposes, to record ABLE prepaid debit cards and excluded amounts.observed_current_policy2026-10-065Current POMS explicitly identifies this page for ABLE prepaid debit-card handling.UI_SSI_OTHER_RESOURCESuser_interfaceSSI Claims System Other Resources PageOther ResourcesTitle XVI / Claims / ResourcesClaims-system page used to record Trump Accounts and other resource types, including custodian, financial institution, account number if known, and alleged/excluded value.observed_current_policy2026-07-095Public policy does not establish the physical screen implementation boundary between CCE/MSSICS generations.UI_SSI_PERSON_STATEMENTuser_interfaceSSI Claims System Person Statement ScreenTitle XVI / EvidenceSSI Claims System screen used to document a claimant or recipient's signed statement when other financial-account evidence is unavailable.observed_current_reference2026-10-055Current POMS explicitly names the Person Statement screen; UI technology is not public.UI_SSI_STATE_LOCAL_TRIBALuser_interfaceSSI Claims System Other State, Local, or Tribal Assistance PageTitle XVI / IncomeSSI Claims System page used to document State, local, or tribal assistance, including State-administered supplemental payments.observed_current_reference2026-10-055Current POMS identifies MS 08114.019; no database or service implementation is disclosed.UI_SSI_UDIAuser_interfaceSSI Claims System Update Diaries ScreenUDIATitle XVI / Post-EligibilityDirect SSR Update screen used to clear diaries, including E2 when development cannot be completed under current procedure.observed_current_policy2026-10-055Logical UI from POMS/MSOM reference; implementation technology is not public.UI_SSI_UMENuser_interfaceDirect SSR Update MenuUMENTitle XVI / Post-EligibilityDirect SSR Update menu from which staff select Diaries before using the Update Diaries screen.observed_current_policy2026-07-095Modeled as a menu surface within Direct SSR Update; backing implementation not inferred.UI_SSI_UOUPuser_interfaceSSI Underpayment Processing ScreenUOUPTitle XVI / UnderpaymentsDirect SSR Update screen used for underpayment prepayment review and release actions in specified SSI cases.observed_current2026-10-075POMS identifies UOUP as a Direct SSR Update screen; physical screen persistence is not inferred.UI_SSI_UPERuser_interfaceSSI Early Missing Check Report ScreenUPERTitle XVI / Payments / NonreceiptTitle XVI screen used by field offices or teleservice centers for specified operational mass-loss nonreceipt inputs when SSAlerts directs action; available on check-delivery day and the following day.observed_current_policy_reference2026-10-075Current POMS warns not to use UPER for ordinary delay-in-delivery situations.UI_SSI_UPMRuser_interfaceMissing Recurring or Supplemental Check ScreenUPMRTitle XVI / PaymentsSSI screen that examines/display-checks payment-history information and presents possible double-check-negotiation alerts for missing payments.observed_current2025-01-275Current POMS names UPMR and describes B-stop/C-stop processing and second-PIN controls.UI_SSI_WAGES_PAGEuser_interfaceSSI Claims Wages PageWages PageTitle XVI / Claims / EarningsSSI Claims system page containing employer/EIN and wage information used by PIE matching and SSI wage processing.observed_current2026-10-055A matching EIN permits PIE wage information to update the Wages page automatically; qualifying wages are then submitted to SSR.UI_SSNAP_ADDITIONAL_INFOuser_interfaceSSNAP Additional Info ScreenAdditional InfoIdentity & Enumeration / SSNAPSSNAP screen that displays the replacement-card count and provides card-suppression controls for Numident updates where a replacement SSN card is not needed.observed_current_policy_reference2026-10-075Current POMS establishes the screen and functions; no physical UI technology is inferred.UI_SSNAP_PROOF_LEGAL_ALIENuser_interfaceSSNAP Proof of Legal Alien Status ScreenProof of Legal Alien StatusIdentity & Enumeration / ImmigrationSSNAP screen used in specified nonwork SSN processing to record the nonwork reason and supporting alien-status evidence.observed_current_policy_reference2026-10-075Current POMS names the screen; physical storage implementation is not inferred.UI_SSNAP_SUMMARYuser_interfaceSSNAP Summary ScreenSummaryIdentity & Enumeration / SSNAPSSNAP summary screen whose Remarks field is used to list evidence documents supporting Numident changes when those documents were not otherwise captured in SSNAP.observed_current_policy_reference2026-10-075Logical screen documented by current POMS; backing persistence is not inferred.UI_SSR_UOWVuser_interfaceWaiver DecisionUOWVTitle XVI / Debt ManagementDirect Supplemental Security Record update screen used to input Title XVI waiver dismissal/decision actions.observed_current2026-10-045Current POMS explicitly names UOWV and Direct SSR Update.UI_SUMS_MCAS_SSN_IRS_SSID_QUERYuser_interfaceSSN/IRS/SSID Query ScreenTitle XVI / Management InformationSUMS/MCAS MI Central query screen used to retrieve alert data by SSN/IRS/SSID within RZ/LI workload listings.observed_current2026-075Current POMS explicitly names the screen; no implementation technology is disclosed.USECASE_TEFCA_GBDexchange_use_caseTEFCA Government Benefits Determination Use CaseDisability / Health Information ExchangeTEFCA Government Benefits Determination use case identified by SSA for disability evidence exchange through its selected eHealth Exchange QHIN.testing_phase_documented2026-10-055SSA announced February 2026 testing and expected spring production; no later first-party source reviewed in this run proves the exact production go-live date.UTIL_EDCS_COPY_FROM_PRIORworkflow_featureEDCS Copy from Prior UtilityCopy from PriorDisability / EDCSEDCS feature that can copy selected details from the most recent closed electronic folder into a subsequent initial EDCS case, subject to review and update.observed_current_policy2026-03-175Current source does not identify a separate persistence layer for the copy operation.UTIL_EDCS_UATutilityUpdate-After-Transfer UtilityUATDisability / IntegrationEDCS utility used after jurisdiction transfer to propagate selected MCS, MSSICS or CCE changes, add SSA-5002 information to the CEF, and add certain claims.observed_current2026-09-015Current 2026 EDCS TOC retains UAT. POMS TN 67 (12-23) documents the detailed functions; no transport protocol or middleware is inferred.UTIL_ESVC_CONTROL_TRACKutilityeServices Control And TrackingEnterprise Integration / eServicesSSA utility that assigns and maintains confirmation numbers used to track information-exchange artifacts.current_open_data_inventory2026-09-295Federal Data Catalog identifier US-GOV-SSA-128.UTIL_GUNPUC03utilityGUNPUC03Identity VerificationGeneral utility used by online SSA applications to retrieve selected Numident data.current_open_data_inventory2026-09-295UTIL_GUNSCHIPutilityGUNSCHIPIdentity VerificationGeneral utility used by online SSA applications to retrieve selected Numident data.current_open_data_inventory2026-09-295UTIL_REMITTANCE_IDutilityRemittance ID Generator UtilityDebt & RemittancesSSA utility that generates the alphanumeric Remittance ID included in electronic-repayment notice language.observed_current2026-03-305POMS gives generated format ABC12CD34EF.VEH_GSA_EIScontract_vehicleGSA Enterprise Infrastructure SolutionsEISProcurement / TelecommunicationsGSA multiple-award IDIQ contract vehicle for next-generation IT, telecommunications, and infrastructure services.documented_current_20252025-06-305GAO identifies EIS as the vehicle for SSA's Grand SLLAM task order.VEH_ITSSC_2026contract_vehicleIT Support Services Contract RecompeteITSSCProcurement / Enterprise ITSSA solicitation to establish a multiple-award IDIQ for IT support services under Notice 28321326R00000022.solicitation_open2026-10-035Published September 23, 2026; offers due October 12, 2026 at 10:00 AM EDT. No awardees or contract value are modeled because the solicitation remains pre-award.WF_A101transaction_methodA101A101Title II / ClaimsMCS award transaction method used for certain Title II allowances that cannot process through Earnings Computation.observed_active2026-04-205Modeled as a transaction method, not a standalone application.WF_EF101transaction_methodElectronic Form 101EF101Title II / ClaimsElectronic Form 101 transaction method used for certain Title II allowances that cannot process through Earnings Computation.observed_active2026-04-205Modeled as a transaction method, not a standalone application.WORK_DATS_DEATH_DEV_45Dwork_controlDATS Death Development 45-Day Diary45-Day DiaryProgram Integrity / Death / Work ControlForty-five-day follow-up control established after SSA sends SSA-2708 during unresolved death development.observed_current_policy2026-10-075Public POMS does not disclose the physical diary store or implementation.WORK_DDSDECwork_controlDDSDEC Development IssueDDSDECDisability / Railroad / Work ControlDevelopment issue established on MCS and CCE development worksheets for railroad disability cases routed to Disability Case Review, with a 90-day tickle.observed_current_policy2026-10-075Public policy does not disclose physical database technology or persistence beyond the documented system/work-control references.WORK_EBE_INVESTIGATEwork_controlEBE Investigate Pending StatusInvestigateIdentity & Enumeration / EBE / Work ControlPending SSNAP status for an Enumeration Beyond Entry application that generated Enumeration Feedback Message 3 and is listed on the Enumeration MI listing.observed_current_policy_reference2026-10-075Current POMS says unprocessed EBE applications in this status can remain pending for 365 days unless the applicant supplies required evidence.WORK_EBE_NOT_COMPLETEDwork_controlEBE Not Completed Pending StatusNot CompletedIdentity & Enumeration / EBE / Work ControlPending SSNAP status for an Enumeration Beyond Entry application containing errors or missing required information.observed_current_policy_reference2026-10-075Current POMS says unprocessed EBE applications in this status can remain pending for 365 days unless the applicant supplies required evidence.WORK_ECO_AWG_RETURN_TXwork_controlECO AWG Returned-Mail Transactions7001/7005Debt & External Collections / AWGUndeliverable-employer-mail transaction controls posted to ECO after centralized scanning: 7001 for returned AWG Employer Packages and 7005 for specified returned garnishment notices.observed_current_policy2022-08-225Transaction codes are work-control records, not separate address masters.WORK_ELAS_UNVERwork_controleLAS Unverified Data IssueUNVERCustomer Service / Identity VerificationeLAS worksheet issue identifying iAppointment data as unverified until staff verifies/corrects it and receipts the issue.observed_current_policy2026-06-265Logical work-control object; no physical queue or table is inferred.WORK_ELAS_VAPT_ALERTwork_controleLAS VAPT Time-Sensitive Case AlertVAPT eLAS AlertDisability / Work ControlTime-sensitive eLAS alert directing staff to schedule an appointment within three business days for matched VAPT claimants.observed_current_policy2026-10-075Generated when a claimant SSN matches PERSON/ICDB VAPT information.WORK_ERPS_CRTORwork_controleRPS CRTOR Court Order DiaryCRTORRepresentative Payee / Legal EvidenceTen-calendar-day eRPS diary/work control used to follow up for a required court order after incapability is established with convincing evidence.observed_current_policy_reference2026-10-075WORK_ERPS_MASS_15_DAYwork_controlOrganizational Payee Change 15-Day Due-Process DiaryRepresentative Payee / Organizations15-day control before mass payee change, with exceptions when an informed beneficiary agrees earlier.documented_current_policy2026-10-075WORK_ERPS_QUESTIONABLE_PAYEE_DIARYwork_controlQuestionable Representative Payee Follow-Up DiaryRepresentative Payee / Work ControlDiary control established for follow-up on a questionable representative payee; eRPS Add New Issue is an authorized method, while policy permits another reliable diary control.observed_current_policy2026-10-075Physical persistence and diary code are not identified by public POMS.WORK_ERPS_TERMINATED_RELATIONSHIPwork_controleRPS Terminated Relationship AlertPayee / Cross-System ConsistencyWhen PC processes certain erroneous Title II terminations/reinstatements via MACADE, eRPS can alert FO because payee relationship is marked terminated.documented_current_policy2026-10-075WORK_ESPF_ONLPFLwork_controleSPF ONLPFL Work UnitONLPFLCustomer Service / Protective Filing / Work ControlHistorical eLAS employee-name/unit-code marker used to identify eSPF requests and surface them in eLAS, WAC and VIPr appointment processing.historical_after_espf_retirement2024-11-215Work-control marker, not a database. SSA instructions say all eSPF requests in eLAS were identified by Employee Name and Unit Code ONLPFL.WORK_IRMAA_MEDACTwork_controlIRMAA MEDACT Work ControlMEDACTMedicare / IRMAAPCACS diary/work-control issue used in current IRMAA evidence follow-up procedures.observed_current_policy2026-10-075Policy also permits a tickle; this record models the named PCACS MEDACT control only.WORK_MCS_ATTEST_ISSUEwork_controlMCS/CCE ATTEST IssueATTESTClaims / Signature / Work ControlDevelopment/work-control issue used to record receipt of application attestation or another accepted signature method.observed_current2026-07-225MCS automatically propagates ATTEST to DW01 even when the actual method is Upload Documents, wet signature, or CPAS; remarks disambiguate the signature method.WORK_MCS_PROTFLwork_controlMCS PROTFL Protective Filing Development IssuePROTFLTitle II / Claims / Work ControlDevelopment Worksheet issue used in MCS to control the earliest possible protective filing date for a Title II claim.observed_current2026-10-075POMS says the request date for PROTFL on DW01/02 must reflect the earliest possible protective filing date.WORK_MCS_VAPT_ISSUEwork_controlMCS VAPT 100% PT Issue and Remark100% PTDisability / Claims / Work ControlMCS issue and DW01 remark used to identify matched VAPT disability cases.observed_current_policy2026-10-075MCS adds ISSUE 100% PT and remark VA 100% Perm and Total to DW01.WORK_MNUP_15_DAY_DIARYwork_controlMNUP 15-Day Due-Process DiaryMNUP 15-Day DiaryTitle II / Program Integrity / Work ControlFifteen-calendar-day diary established after the final MNUP appointment failure before benefit suspension action.observed_current_policy2026-10-075Physical diary store is not identified.WORK_PIE_EE_DIARYwork_controlPayroll Information Exchange EE DiaryEE DiaryTitle XVI / EarningsSSI work-control diary created when payroll-provider wage/employment information received through PIE cannot automatically post to the SSI record.observed_current2026-10-055Created for conditions such as EIN mismatch, missing EIN, force-due/manual-deeming or other manual-review conditions.WORK_R105_MAQR_TASKwork_controlQRCPS MAQR Qualification TaskDisability & Quality ReviewManagement requests the MAQR task for qualified federal quality reviewers within QRCPS; permits medical assessments in limited documentation-deficiency classes.documented_current_policy2026-10-075WORK_RETAP_FUT_PENSIONwork_controlRETAP Future Pension Entitlement AlertTitle II / Historical GPOFor pre-January-2024 entitlement cases, RETAP could issue alert before expected future pension to develop GPO.legacy_pre_2024_processing2026-10-075WORK_SSI_3D_DIARYwork_controlSSI DHS Removal 3D Diary3DTitle XVI / Immigration / Work ControlPE ODS-controlled diary from SSA monthly matching of DHS removal listings against SSR.observed_current_policy2026-10-055Original section revision predates the 10-year horizon, but the workflow is retained in current 2026 SSI Interfaces policy and TN 64 (09-23).WORK_SSI_B3_DIARYwork_controlSSI B3 DiaryB3Title XVI / Earnings / Work ControlDiary set when automated netting and/or automated notice generation cannot complete during an SSI earned-income redetermination.observed_current_policy2026-10-075Physical storage of the diary is not identified in the public source.WORK_SSI_CRITICAL_BDAYwork_controlSSI Critical Birthday DiariesCritical Birthday DiariesTitle XVI / Post-entitlement / DisabilitySystem-generated diaries used for age-related SSI post-entitlement actions, including age-18 redetermination selection and other critical-age reviews.observed_current_reference2026-10-045Current batch POMS lists KB, KC, KE, K8, K9, and KP diary families. Exact generating program and persistence implementation are not named.WORK_SSI_D6_ALERTwork_controlSSI D6 AlertD6Title XVI / Redetermination / Work ControlAlert generated when an essential-person death input does not include the redetermination initiation date in the documented workflow.observed_current_policy_reference2026-10-075No standalone alert database is inferred.WORK_SSI_D8_DIARYwork_controlSSI Title XIX Facility Match D8 DiaryD8Title XVI / Facility / Work ControlMonthly facility-match diary generated from CMS Title XIX/Minimum Data Set information when an SSI recipient admission requires development.observed_current_policy2026-10-055D8 development can result in technician-verified address and living-arrangement changes; the CMS facility address is not treated as an automatic recipient-address update.WORK_SSI_E2_DIARYwork_controlSSI Rental Subsidy E2 DiaryE2Title XVI / Work ControlSSR diary set during annual systems COLA processing to flag cases requiring potential rental-subsidy development.observed_current_policy2026-10-055Set when rental subsidy is greater than zero for the most recent living-arrangement period and specified payment-status conditions are met.WORK_SSI_I8_DIARYwork_controlSSI DHS Voluntary Departure I8 DiaryI8Title XVI / Immigration / Work ControlPE ODS-controlled monthly diary derived from DHS reentry-permit information indicating planned departure from the United States.observed_current_policy2026-10-055Current policy says duplicate alert records are sent to MISF; displayed address is not modeled as a DHS-sourced automatic SSA address update.WORK_SSI_IRS_5B_DIARYwork_controlSSI IRS 5B Diary5BTitle XVI / IRS Match / Work ControlSSI work-control diary generated from the IRS 1099 match when income/resource information requires review.observed_current2026-10-055The 5B diary is posted to SSR as a work-control indicator. It is not evidence that unverified IRS values automatically become verified SSI income/resource facts.WORK_SSI_IRS_5H_DIARYwork_controlSSI Pension Interface 5H Diary5HTitle XVI / IRS Match / Work ControlSSI work-control diary posted when the IRS pension interface identifies reportable discrepancies requiring development.observed_current_reference2026-10-055Tax-data alert requiring development. POMS instructs staff to input developed data to SSR when clearing the diary; the underlying IRS data are not treated as automatically verified program facts.WORK_SSI_J3J5_DIARYwork_controlSSI MEF Overreported Earnings J3/J5 DiariesJ3/J5Title XVI / Earnings / Work ControlPE ODS-controlled diaries created when SSR annual earnings materially exceed MEF amounts under the documented J3/J5 selection rules.observed_current_policy2026-10-055Current 2026 SSI Interfaces TOC retains the J3/J5 workflow; resolution can release underpayments.WORK_SSI_K6K7_DIARYwork_controlSSI MEF Underreported Earnings K6/K7 DiariesK6/K7Title XVI / Earnings / Work ControlPE ODS-controlled diaries created when MEF annual earnings materially exceed amounts on SSR under the documented K6/K7 selection rules.observed_current_policy2026-10-055Current 2026 SSI Interfaces TOC retains the K6/K7 workflow; MEF data are tax data.WORK_SSI_KB_DIARYwork_controlSSI KB Age-18 DiaryKBTitle XVI / Redeterminations / Work ControlCritical-birthday diary set and selected for a scheduled SSI redetermination in the month the recipient attains age 18.observed_current_policy2026-10-075WORK_SSI_RT_DIARYwork_controlSSI RT DiaryRTTitle XVI / Work Control / ResourcesSSI diary used to mature future resource-development actions, including age-17 and age-18 Trump Account/ABLE rollover development.observed_current_policy2026-07-095Diary persistence technology is not identified by public policy.WORK_SSI_S2_DIARYwork_controlSSI State Wage Record Match S2 DiaryS2Title XVI / Earnings / Work ControlPE ODS-controlled SSI diary generated when the quarterly OCSE wage comparison identifies materially underreported wages relative to SSR.observed_current_policy2026-10-055Current POMS identifies S2 as an OCSE/SSI earned-income discrepancy diary; current policy table of contents retains the workflow.WORK_SSI_S7_DIARYwork_controlSSI State Wage Record Match S7 DiaryS7Title XVI / Earnings / Work ControlPE ODS-controlled SSI diary generated when the quarterly OCSE wage comparison identifies materially overreported wages relative to SSR.observed_current_policy2026-10-055Section revision is older, but current POMS TN 65 and 2026 SSI Interfaces TOC retain the workflow.WORK_SSI_SB_DIARYwork_controlSSI Savings Security SB DiarySB DiaryTitle XVI / Resources / Interface WorkSSI post-entitlement work control associated with the Bureau of the Fiscal Service savings-security match and controlled through PE ODS.observed_current_policy_reference2026-10-075POMS directs users to identify records with SB diaries through PE ODS; this does not imply a separate physical diary database.WORK_SSI_U5_DIARYwork_controlSSI Unemployment Compensation Match U5 DiaryU5Title XVI / Income / Work ControlPE ODS-controlled SSI diary generated by the quarterly OCSE unemployment-compensation comparison when state UC exceeds relevant SSR unearned-income amounts.observed_current_policy2026-10-055MSSICS clearance uses DUEM; non-MSSICS clearance uses UDIA/Direct SSR Update.WORK_SSI_Z7_DIARYwork_controlSSI Z7 ZIP Address Alert/DiaryZ7Title XVI / Address Work ControlTitle XVI alert/diary generated when ZIP+4 processing cannot determine the correct ZIP Code and/or ZIP+4 during USPS mass change processing.documented_policy_reference2026-10-074Current live POMS page is authoritative for the rule, but the underlying transmittal is legacy.WORK_SSNAP_SUSPECT_HOLDwork_control_storeSSNAP Suspect Status Holding FileSuspect StatusIdentity / Enumeration / Work ControlHolding-file/work-control state for SSN applications requiring additional evidence verification before normal processing can continue.observed_current_policy_reference2026-10-055POMS explicitly calls this a Suspect Status holding file. Physical persistence and database implementation are not disclosed.WORK_WCPDB_RIB_ALERTwork_controlWC/PDB Age 61 Years 9 Months Retirement Option AlertWC/PDB RIB AlertTitle II / Disability / Retirement / Work ControlOne-time system-generated alert when a disabled beneficiary is age 61 years 9 months and workers compensation or public disability offset is involved, prompting review of potential higher retirement benefits.observed_current_policy_reference2026-10-075OIG states SSA systems generate the alert but does not name the physical alert-generating application.WORK_WLM_APPT_QUEUEwork_controlWLM Appointment QueueWLM Appointment QueueField Operations / Workload RoutingWork queue in Workload Management that receives ASC domestic initial-claim telephone appointments and assigns them based on technician skillsets and availability.observed_limited_rollout2026-08-295Current WLM emergency-message instructions describe the appointment queue and Get Next Work behavior. No underlying queue/database technology is inferred.R100_REL001ORG_SSA_SDRMoperatesSVC_DA_SDRM_FORMS_SITECurrent POMS says the State Disability Resource Management Division makes the electronic financial-management forms available through the DA SDRM intranet website.2026-10-075R100_REL002SVC_DA_SDRM_FORMS_SITEdistributesFORM_SSA4513Current POMS lists this form among the financial-management forms State DDSs can obtain electronically through DA/SDRM.2026-10-075R100_REL003FORM_SSA4513supportsPROC_DDS_STATE_FUNDING_AUTHThe form is part of the State DDS financial-management/funding control set surrounding SSA disability-program funding.2026-10-075R100_REL004SVC_DA_SDRM_FORMS_SITEdistributesFORM_SSA4513_ADDCurrent POMS lists this form among the financial-management forms State DDSs can obtain electronically through DA/SDRM.2026-10-075R100_REL005FORM_SSA4513_ADDsupportsPROC_DDS_STATE_FUNDING_AUTHThe form is part of the State DDS financial-management/funding control set surrounding SSA disability-program funding.2026-10-075R100_REL006SVC_DA_SDRM_FORMS_SITEdistributesFORM_SSA4514Current POMS lists this form among the financial-management forms State DDSs can obtain electronically through DA/SDRM.2026-10-075R100_REL007FORM_SSA4514supportsPROC_DDS_STATE_FUNDING_AUTHThe form is part of the State DDS financial-management/funding control set surrounding SSA disability-program funding.2026-10-075R100_REL008SVC_DA_SDRM_FORMS_SITEdistributesFORM_SSA871Current POMS lists this form among the financial-management forms State DDSs can obtain electronically through DA/SDRM.2026-10-075R100_REL009FORM_SSA871supportsPROC_DDS_STATE_FUNDING_AUTHThe form is part of the State DDS financial-management/funding control set surrounding SSA disability-program funding.2026-10-075R100_REL010PROC_1634_MEDICAIDcoordinates_withORG_STATE_MEDICAIDSSA performs Medicaid eligibility determinations under section 1634 agreements with participating States; States retain their Medicaid program responsibilities.2026-10-075R100_REL011FORM_IRS4506initiatesPROC_IRS_TAXPAYER_MEDIATEDCurrent SSA POMS identifies Form 4506 as a route for a number holder to request additional IRS tax information and have it submitted to SSA.2026-10-075R100_REL012FORM_IRS4506TinitiatesPROC_IRS_TAXPAYER_MEDIATEDCurrent SSA POMS identifies Form 4506-T as a route for a number holder to request transcript information and have it submitted to SSA.2026-10-075R100_REL013PROC_IRS_TAXPAYER_MEDIATEDrequests_data_fromORG_IRSThe taxpayer-mediated fallback obtains tax information from IRS rather than relying on SSA's standard written IRS request path.2026-10-075R100_REL014PROC_IRS_TAXPAYER_MEDIATEDmay_obtainDATA_IRS_ACCOUNT_TRANSCRIPTForm 4506-T can be used to obtain transcript information; current SSA POMS separately defines the IRS Account Transcript used by SSA.2026-10-075R100_REL015PROC_IRS_TAXPAYER_MEDIATEDmay_obtainDATA_IRS_RETURN_TRANSCRIPTForm 4506-T can be used to obtain transcript information; current SSA POMS separately defines the IRS Return Transcript used by SSA.2026-10-075R100_REL016UI_MCS_NHRRpart_ofAPP_MCSPOMS identifies NHRR as MCS screen #23 used to review alleged railroad employment months.2026-10-075R100_REL017UI_MCS_DRREpart_ofAPP_MCSPOMS identifies DRRE in the MCS earnings-computation path.2026-10-075R100_REL018DATA_RR96_TD_SMdisplayed_onUI_MCS_DRREDRRE displays RR 96-to-date service months; 60 or more months can establish career railroad status.2026-10-075R100_REL019DATA_RR37_TD_SMdisplayed_onUI_MCS_DRREDRRE displays RR 1937-to-date service months; 120 or more months can establish career railroad status.2026-10-075R100_REL020UI_MCS_NHRRsupports_jurisdiction_screening_forORG_DCRDCR jurisdiction for career railroad disability cases is screened using railroad employment information reviewed in MCS.2026-10-075R100_REL021UI_MCS_DRREsupports_jurisdiction_screening_forORG_DCRDCR jurisdiction for career railroad disability cases is screened using railroad service-month information on DRRE.2026-10-075R100_REL022PROC_SSI_EP_DEATH_RZgeneratesWORK_SSI_D6_ALERTIf the RZ initiation date is omitted with an essential-person death input, the system generates a D6 alert.2026-10-075R100_REL023PROC_SSI_EP_DEATH_RZdeletes_case_fromDB_SSI_PE_ODSCurrent POMS says the system deletes the case from PE ODS when the required RZ initiation date is not transmitted with the death input.2026-10-075R100_REL024PROC_SSI_EP_DEATH_RZreselects_case_inDB_SSI_PE_ODSCurrent POMS says the case is reselected as a profile D redetermination during the next merge.2026-10-075R100_REL025UI_CCE_FIN_ACCOUNTSpart_ofAPP_CCECurrent redetermination policy directs staff to record the direct-deposit financial account as a resource on the CCE Financial Accounts screen.2026-10-075R100_REL026DATA_MBR_DD_INDICATORpart_ofSYS_MBRCurrent POMS identifies a direct-deposit indicator on MBR as a lead requiring development for a financial account during an SSI redetermination.2026-10-075R100_REL027DATA_SSR_DD_INDICATORpart_ofSYS_SSRCurrent POMS identifies a direct-deposit indicator on SSR as a lead requiring development for a financial account during an SSI redetermination.2026-10-075R100_REL028DATA_MBR_DD_INDICATORtriggers_resource_development_inUI_CCE_FIN_ACCOUNTSDuring an SSI redetermination, the MBR direct-deposit indicator is a lead to develop and record the financial account.2026-10-075R100_REL029DATA_SSR_DD_INDICATORtriggers_resource_development_inUI_CCE_FIN_ACCOUNTSDuring an SSI redetermination, the SSR direct-deposit indicator is a lead to develop and record the financial account.2026-10-075R100_REL030PROC_SSI_LIQUID_RESOURCE_RZusesUI_CCE_FIN_ACCOUNTSThe liquid-resource redetermination process records direct-deposit and other financial accounts on the CCE Financial Accounts screen when development is necessary.2026-10-075R100_REL031PROC_SSI_LIQUID_RESOURCE_RZuses_as_leadDATA_SSI_IRS_CONTROLLED_ALERTCurrent POMS requires development of controlled IRS alerts during resource redeterminations.2026-10-075R100_REL032PROC_SSI_LIQUID_RESOURCE_RZuses_as_leadDATA_SSI_IRS_INFORMATIONAL_ALERTCurrent POMS says informational IRS alerts can be used as leads to detect liquid resources during the redetermination interview.2026-10-075R100_REL033FORM_SSA414_U3supportsAPP_DMS_REMITTANCECurrent FO remittance policy requires a manually prepared SSA-414-U3 for standard fees while DMS-generated FORT/CCFORT/FODRL control other remittances.2026-10-075R100_REL034PROC_SSI_SAVE_VERIFICATIONusesSVC_SAVESAVE verification is required for noncitizen Title XVI initial claims prior to approval, redeterminations, and immigration-status changes.2026-10-075R100_REL035PROC_SSI_SAVE_VERIFICATIONaccesses_viaAPP_IMAINCurrent Title XVI policy directs claims users to access SAVE through I-Main.2026-10-075R100_REL036PROC_SSI_SAVE_VERIFICATIONdocuments_result_inUI_CCE_ROCCurrent Title XVI policy directs staff to annotate SAVE immigration-status results on the CCE Report of Contact page.2026-10-075R100_REL037PROC_SSI_SAVE_VERIFICATIONstores_response_viaAPP_EPCurrent policy directs staff to retain copies of the immigration document and SAVE response in the electronic folder, including via Evidence Portal.2026-10-075R100_REL038PROC_SSI_SAVE_VERIFICATIONstores_response_inAPP_EVIEWCurrent policy allows the SAVE response and immigration-document evidence to be retained in the electronic folder/eView.2026-10-075R100_REL039PROC_SSI_SAVE_VERIFICATIONwrites_verified_identifier_toDATA_PI_ARNIf the immigration document includes an Alien Registration Number, current policy directs staff to enter the ARN in Person Information.2026-10-075R100_REL040PROC_IDD_MASS_ENROLLMENTsubprocess_ofPROC_IDDCountry mass enrollment is a documented operating mode within International Direct Deposit.2026-10-075R100_REL041PROC_IDD_MASS_ENROLLMENTusesFORM_SSA1199_FAMILYIDD country mass-enrollment operations use a country-designed enrollment form; the Atlas models this under the existing SSA-1199 country-form family.2026-10-075R100_REL042ORG_SSA_OEIOprocessesPROC_IDDCurrent international direct-deposit procedures identify OEIO as a processing component for beneficiary enrollment requests outside mass enrollment.2026-10-075R101_REL001APP_MAPShas_screenUI_MAPS_APPLICANT_INFODocumented MAPS user-interface surface.2026-10-075R101_REL002APP_MAPShas_screenUI_MAPS_SAVINGS_ACCOUNTSDocumented MAPS user-interface surface.2026-10-075R101_REL003APP_MAPShas_screenUI_MAPS_INSURANCE_BURIAL_REDocumented MAPS user-interface surface.2026-10-075R101_REL004APP_MAPShas_screenUI_MAPS_RELATIVES_EXPENSEDocumented MAPS user-interface surface.2026-10-075R101_REL005APP_MAPShas_screenUI_MAPS_UNEARNED_INCOMEDocumented MAPS user-interface surface.2026-10-075R101_REL006APP_MAPShas_screenUI_MAPS_EARNED_INCOMEDocumented MAPS user-interface surface.2026-10-075R101_REL007APP_MAPShas_screenUI_MAPS_ATWEDocumented MAPS user-interface surface.2026-10-075R101_REL008APP_MAPShas_screenUI_MAPS_MEDICARE_SAVINGS_PLANDocumented MAPS user-interface surface.2026-10-075R101_REL009APP_MAPShas_screenUI_MAPS_DWRCDocumented MAPS user-interface surface.2026-10-075R101_REL010APP_MAPShas_screenUI_MAPS_VRAIDocumented MAPS user-interface surface.2026-10-075R101_REL011APP_MAPShas_screenUI_MAPS_DADSDocumented MAPS user-interface surface.2026-10-075R101_REL012APP_MAPShas_screenUI_MAPS_CURRENT_AGENCY_DATADocumented MAPS user-interface surface.2026-10-075R101_REL013APP_MAPShas_screenUI_MAPS_PREDECISION_PERIODDocumented MAPS user-interface surface.2026-10-075R101_REL014APP_MAPSusesDB_MAPSCurrent policy explicitly refers to a MAPS database used for agency-data processing.2026-10-075Database technology and hosting not identified.R101_REL015PROC_MAPS_VERIFICATIONusesUI_MAPS_VRAIIssue Verification screen supports discrepancy verification.2026-10-075R101_REL016UI_MAPS_VRAIprovides_access_toUI_MAPS_DADSDetailed Agency Data is accessed from the MAPS verification screen.2026-10-075R101_REL017DATA_MAPS_IRS_AGENCY_DATAdisplayed_onUI_MAPS_DADSIRS report details are displayed on the Detailed Agency Data screen.2026-10-075R101_REL018DATA_MAPS_IRS_AGENCY_DATAreceived_fromORG_IRSMAPS IRS agency data originates from IRS information-return reporting.2026-10-075IRS may not be originator of underlying payment.R101_REL019DATA_MAPS_IRS_AGENCY_DATAused_inDB_MAPSIRS-derived agency data are used in MAPS verification and resource/income development.2026-10-075Physical persistence for each IRS item not separately documented.R101_REL020PROC_MAPS_VERIFICATIONusesQRY_MEDQMEDQ can be used to view prior OPM/IRS agency-data entries in MAPS verification.2026-10-075R101_REL021DATA_MAPS_MAILING_ADDRESSrecorded_inAPP_MAPSExtra Help mailing address is collected in MAPS for correspondence and development.2026-10-075R101_REL022PROC_EXTRA_HELP_ADDRESS_UPDATEusesDATA_MAPS_MAILING_ADDRESSChange-of-address development begins from the address provided on the Extra Help application.2026-10-075R101_REL023PROC_EXTRA_HELP_ADDRESS_UPDATEconditionally_updatesSYS_MBRIf a qualifying recent change involves Title II, staff follow program procedures to update MBR.2026-10-075No automatic database propagation inferred.R101_REL024PROC_EXTRA_HELP_ADDRESS_UPDATEconditionally_updatesSYS_SSRIf the applicant is an SSI recipient, staff follow normal procedures to update SSR.2026-10-075No automatic database propagation inferred.R101_REL025APP_MAPSsupportsPROC_EXTRA_HELP_ADDRESS_UPDATEMAPS application address drives the documented Extra Help address-development procedure.2026-10-075R101_REL026PROC_MAPS_PREDECISIONgeneratesNOTICE_MAPS_PREDECISIONPotential denial causes the subsidy determination process to automatically generate the advance notice.2026-10-075R101_REL027PROC_MAPS_PREDECISIONusesAPP_MAPSNew information received in the response period is entered in MAPS.2026-10-075R101_REL028PROC_MAPS_PREDECISIONusesUI_MAPS_PREDECISION_PERIODAdjudicators use the MAPS pre-decisional period screen when handling inquiries.2026-10-075R101_REL029PROC_MAPS_PREDECISIONcan_invokePROC_MAPS_VERIFICATIONVerification procedures are used when further proof is necessary.2026-10-075Not every pre-decisional case requires verification.R101_REL030UI_MAPS_MEDICARE_SAVINGS_PLANcontrolsEX_MSP_STATE_REFERRALScreen records whether Extra Help application information is sent to the State for Medicare Savings Program consideration.2026-10-075R101_REL031APP_IRMAAhas_screenUI_IRMAA_IRMNCurrent POMS identifies the screen in the IRMAA processing sequence.2026-10-075R101_REL032APP_IRMAAhas_screenUI_IRMAA_PYTYCurrent POMS identifies the screen in the IRMAA processing sequence.2026-10-075PYTY canonical label has lower naming confidence.R101_REL033APP_IRMAAhas_screenUI_IRMAA_IRLCCurrent POMS identifies the screen in the IRMAA processing sequence.2026-10-075R101_REL034APP_IRMAAhas_screenUI_IRMAA_IRMACurrent POMS identifies the screen in the IRMAA processing sequence.2026-10-075R101_REL035APP_IRMAAhas_screenUI_IRMAA_IRRECurrent POMS identifies the screen in the IRMAA processing sequence.2026-10-075R101_REL036PROC_IRMAA_NEW_INITIALusesAPP_IRMAANew initial determinations are processed in the IRMAA system/screens.2026-10-075R101_REL037PROC_IRMAA_NEW_INITIALuses_data_fromORG_IRSIRMAA baseline determinations use tax information IRS provides electronically.2026-10-075R101_REL038PROC_IRMAA_NEW_INITIALqueriesSYS_MBRTechnicians query MBR when checking current IRMAA-related activity.2026-10-075R101_REL039PROC_IRMAA_NEW_INITIALdocuments_evidence_inAPP_EVIDAll evidence submitted for a new initial determination is recorded on EVID.2026-10-075R101_REL040UI_IRMAA_IRMNroutes_toAPP_EVIDIRMN displays an alert to document proof in EVID.2026-10-075R101_REL041UI_IRMAA_IRMNroutes_toUI_SHARED_PROCESS_MENUPF/Enter from IRMN takes the user to Shared Processes.2026-10-075R101_REL042DATA_IRMAA_PROOF_STATUSrecorded_inAPP_IRMAAIRMAA proof status is maintained on IRMAA screens as PENDING, PROVEN, or NOT PROVEN.2026-10-075R101_REL043WORK_IRMAA_MEDACTcontrolled_inAPP_PCACSMEDACT is a PCACS diary/work-control issue used for IRMAA evidence follow-up.2026-10-075R101_REL044PROC_IRMAA_NEW_INITIALcan_establishWORK_IRMAA_MEDACTTechnicians may establish MEDACT as the named PCACS follow-up control.2026-10-075R101_REL045APP_MCShas_screenUI_MCS_EARNMCS earnings screen used in current proof/correction procedures.2026-10-075R101_REL046APP_MCShas_screenUI_MCS_ECORMCS earnings-correction screen used in current proof/correction procedures.2026-10-075R101_REL047UI_MCS_EARNverified_usingQRY_DEQYStaff compare computation-year EARN entries with DEQY to confirm MEF update.2026-10-075R101_REL048UI_MCS_ECORverified_usingQRY_DEQYStaff compare computation-year ECOR entries with DEQY to confirm MEF update.2026-10-075R101_REL049UI_MCS_EARNexpected_to_updateSYS_MEFPolicy requires verification that EARN entries updated MEF.2026-10-075Relationship models documented outcome, not transport or direct-write mechanism.R101_REL050UI_MCS_ECORexpected_to_updateSYS_MEFPolicy requires verification that ECOR entries updated MEF.2026-10-075Relationship models documented outcome, not transport or direct-write mechanism.R101_REL051APP_DDSQqueriesAPP_NDDSSField offices use DDSQ to review NDDSS disability information.2026-10-075R101_REL052APP_NDDSShas_screenUI_NDDSS_DDSMCurrent policy references the NDDSS Master File Menu DDSM.2026-10-075R101_REL053APP_DDSQhas_screenUI_DDSQ_MASKDDSQ uses a query mask for NDDSS case information.2026-10-075R101_REL054APP_DDSQdisplaysDATA_NDDSS_SODDSQ full-query response exposes the documented NDDSS field.2026-10-075R101_REL055APP_NDDSScontainsDATA_NDDSS_SOThe field is part of NDDSS case information surfaced through DDSQ.2026-10-075R101_REL056APP_DDSQdisplaysDATA_NDDSS_DSTDDSQ full-query response exposes the documented NDDSS field.2026-10-075R101_REL057APP_NDDSScontainsDATA_NDDSS_DSTThe field is part of NDDSS case information surfaced through DDSQ.2026-10-075R101_REL058APP_DDSQdisplaysDATA_NDDSS_DECDDSQ full-query response exposes the documented NDDSS field.2026-10-075R101_REL059APP_NDDSScontainsDATA_NDDSS_DECThe field is part of NDDSS case information surfaced through DDSQ.2026-10-075R101_REL060DATA_NDDSS_SOcontrols_output_fromAPP_NDDSSSystem Override controls transmission of case-movement and/or decisional data from NDDSS to SSA systems.2026-10-075R101_REL061APP_NDDSSuses_status_codeCODE_NDDSS_TYP_CDEXR initial case receipt uses TYP=CD.2026-10-075R101_REL062APP_NDDSSuses_status_codeCODE_NDDSS_CDT5EXR uses CDT=5 to distinguish the case from a medical CDR.2026-10-075R101_REL063APP_EDCSuses_status_codeCODE_EDCS_EXR_INITIALEDCS/eView identifies initial EXR case level.2026-10-075R101_REL064APP_EDCSuses_status_codeCODE_EDCS_EXR_RECONEDCS/eView identifies EXR reconsideration case level.2026-10-075R101_REL065CODE_NDDSS_CDT5used_withCODE_NDDSS_TYP_CDCDT=5 is used with TYP=CD for EXR case receipt.2026-10-075R101_REL066APP_EDCStransfers_case_toAPP_NDDSSField office establishes EXR in EDCS and transfers case to DDS, where NDDSS case-receipt coding is applied.2026-10-075This is a workflow relationship; transport mechanism is not inferred.R101_REL067CODE_EDCS_SPECIAL_Sis_type_ofDATA_CEF_FLAGSpecific EDCS/eView special-handling flag type within the CEF flag mechanism.2026-10-075R101_REL068APP_EDCSsupports_flagCODE_EDCS_SPECIAL_SEDCS supports creation/display of the documented special-handling flag type.2026-10-075R101_REL069CODE_EDCS_SPECIAL_His_type_ofDATA_CEF_FLAGSpecific EDCS/eView special-handling flag type within the CEF flag mechanism.2026-10-075R101_REL070APP_EDCSsupports_flagCODE_EDCS_SPECIAL_HEDCS supports creation/display of the documented special-handling flag type.2026-10-075R101_REL071CODE_EDCS_SPECIAL_Fis_type_ofDATA_CEF_FLAGSpecific EDCS/eView special-handling flag type within the CEF flag mechanism.2026-10-075R101_REL072APP_EDCSsupports_flagCODE_EDCS_SPECIAL_FEDCS supports creation/display of the documented special-handling flag type.2026-10-075R101_REL073CODE_EDCS_SPECIAL_Ais_type_ofDATA_CEF_FLAGSpecific EDCS/eView special-handling flag type within the CEF flag mechanism.2026-10-075R101_REL074APP_EDCSsupports_flagCODE_EDCS_SPECIAL_AEDCS supports creation/display of the documented special-handling flag type.2026-10-075R101_REL075UI_EIF_AEQYqueriesDB_EIFAEQY is used to access Employer Identification File employer/EIN information.2026-10-075R101_REL076PROC_ERPS_EIN_VERIFICATIONcan_useUI_EIF_AEQYCurrent EIN-verification procedures permit AEQY/EIF lookup when resolving organizational EIN information.2026-10-075eRPS also performs automated EIF checking in documented contexts.R101_REL077REPORT_FAST_FACTS_2026derived_fromSYS_MBRSSA states cross-program Fast Facts statistics use 100-percent MBR administrative data.2026-10-075Applies to identified cross-program statistical tables, not every table in the publication.R101_REL078REPORT_FAST_FACTS_2026derived_fromSYS_SSRSSA states cross-program Fast Facts statistics use 100-percent SSR administrative data.2026-10-075Applies to identified cross-program statistical tables, not every table in the publication.R106_REL0001R106_E001part_ofAPP_MSSICSPOMS identifies ANCR as an MSSICS SSI appeal screen.2026-10-075POMS identifies ANCR as an MSSICS SSI appeal screen.R106_REL0002R106_E002part_ofAPP_MSSICSPOMS identifies RPOC as an MSSICS SSI appeal screen.2026-10-075POMS identifies RPOC as an MSSICS SSI appeal screen.R106_REL0003R106_E003part_ofAPP_MSSICSPOMS identifies ADIS as an MSSICS SSI appeal screen.2026-10-075POMS identifies ADIS as an MSSICS SSI appeal screen.R106_REL0004R106_E004part_ofAPP_MSSICSPOMS identifies APLS as an MSSICS SSI appeal screen.2026-10-075POMS identifies APLS as an MSSICS SSI appeal screen.R106_REL0005R106_E005part_ofAPP_MSSICSPOMS identifies ACAD as an MSSICS SSI appeal screen.2026-10-075POMS identifies ACAD as an MSSICS SSI appeal screen.R106_REL0006R106_E006part_ofAPP_MSSICSPOMS identifies AWDE as an MSSICS SSI appeal screen.2026-10-075POMS identifies AWDE as an MSSICS SSI appeal screen.R106_REL0007R106_E007part_ofAPP_MSSICSPOMS identifies AWDW as an MSSICS SSI appeal screen.2026-10-075POMS identifies AWDW as an MSSICS SSI appeal screen.R106_REL0008R106_E010records_nonclaimant_requestor_inR106_E001Staff document non-claimant requestor on MSSICS ANCR.2026-10-075Staff document non-claimant requestor on MSSICS ANCR.R106_REL0009R106_E010documents_contact_inR106_E002Staff document third-party appeal contact through MSSICS RPOC.2026-10-075Staff document third-party appeal contact through MSSICS RPOC.R106_REL0010R106_E010followed_byR106_E011Fifteen-working-day follow-up after third-party appeal inquiry.2026-10-075Fifteen-working-day follow-up after third-party appeal inquiry.R106_REL0011R106_E010usesFORM_SSA561SSA-561-U2 supplies written reconsideration request.2026-10-075SSA-561-U2 supplies written reconsideration request.R106_REL0012R106_E010usesR106_E009SSA-1696 appointment where representative involvement is requested.2026-10-075SSA-1696 appointment where representative involvement is requested.R106_REL0013R106_E005supplies_notice_date_toR106_E003MSSICS checks appeal notice date for late filing and payment-continuation issues.2026-10-075MSSICS checks appeal notice date for late filing and payment-continuation issues.R106_REL0014R106_E003used_withR106_E004Dismissal policy instructs use of ADIS and APLS appeal screens.2026-10-075Dismissal policy instructs use of ADIS and APLS appeal screens.R106_REL0015R106_E003records_dismissal_requiringR106_E012SSA-L8165-U2 supplies SSI dismissal notice without appeal paragraph.2026-10-075SSA-L8165-U2 supplies SSI dismissal notice without appeal paragraph.R106_REL0016R106_E003used_withR106_E006MSSICS appeal withdrawal requires ADIS and AWDE.2026-10-075MSSICS appeal withdrawal requires ADIS and AWDE.R106_REL0017R106_E003used_withR106_E007MSSICS appeal withdrawal requires ADIS and AWDW.2026-10-075MSSICS appeal withdrawal requires ADIS and AWDW.R106_REL0018R106_E008handles_non_mssics_appeal_dismissalR106_E012Non-MSSICS dismissal uses UAPD and sends SSA-L8165-U2.2026-10-075Non-MSSICS dismissal uses UAPD and sends SSA-L8165-U2.R106_REL0019APP_DPSsupports_correspondence_forR106_E010POMS instructs the field office to use DPS for the SSI reconsideration acknowledgment notice.2026-10-075POMS instructs the field office to use DPS for the SSI reconsideration acknowledgment notice.R106_REL0020R106_E014triggered_by_unsuccessful_response_fromSVC_EVVEOnly an unsuccessful Missouri birth-record EVVE response triggers documented manual follow-up.2026-10-075Only an unsuccessful Missouri birth-record EVVE response triggers documented manual follow-up.R106_REL0021R106_E014usesAPP_DPSSSA instructs field office to create a letter through DPS after unsuccessful EVVE query.2026-10-075SSA instructs field office to create a letter through DPS after unsuccessful EVVE query.R106_REL0022R106_E014usesFORM_SSA562U3SSA-562-U3 accompanies failed EVVE birth verification request.2026-10-075SSA-562-U3 accompanies failed EVVE birth verification request.R106_REL0023R106_E014createsR106_E017A letter packet contains failed EVVE printout, birth certificate and SSA-562-U3.2026-10-075A letter packet contains failed EVVE printout, birth certificate and SSA-562-U3.R106_REL0024R106_E017sent_toR106_E013Manual verification package sent to Missouri Bureau of Vital Records.2026-10-075Manual verification package sent to Missouri Bureau of Vital Records.R106_REL0025R106_E013instance_ofORG_STATE_BVSMissouri agency is a state vital-records authority.2026-10-075Missouri agency is a state vital-records authority.R106_REL0026R106_E015used_for_request_toR106_E013Form SSA-L706 is a documented signed release option for Missouri vital-record requests.2026-10-075Form SSA-L706 is a documented signed release option for Missouri vital-record requests.R106_REL0027R106_E016used_for_request_toR106_E013Missouri VS-151 is a state form used for birth/death certification.2026-10-075Missouri VS-151 is a state form used for birth/death certification.R106_REL0028R106_E019part_ofAPP_MSSICSMSSICS BMEN health expense question shown in specified SSI claims paths.2026-10-074MSSICS BMEN health expense question shown in specified SSI claims paths.R106_REL0029R106_E020part_ofAPP_MSSICSMSSICS BHLT insurance question documented in initial claims and redeterminations.2026-10-074MSSICS BHLT insurance question documented in initial claims and redeterminations.R106_REL0030R106_E021part_ofAPP_MSSICSBTPL is an MSSICS screen, the electronic equivalent of SSA-8019-U2.2026-10-074BTPL is an MSSICS screen, the electronic equivalent of SSA-8019-U2.R106_REL0031R106_E021equivalent_electronic_form_ofR106_E022BTPL is the electronic equivalent of SSA-8019-U2 under 2016 instructions.2026-10-074BTPL is the electronic equivalent of SSA-8019-U2 under 2016 instructions.R106_REL0032R106_E018usesR106_E019Health expenses screening controls when to collect TPL allegations.2026-10-074Health expenses screening controls when to collect TPL allegations.R106_REL0033R106_E018usesR106_E020Coverage allegation directs information collection.2026-10-074Coverage allegation directs information collection.R106_REL0034R106_E018usesR106_E021BTPL captures insurance/other liability details.2026-10-074BTPL captures insurance/other liability details.R106_REL0035R106_E018usesR106_E022Paper fallback and non-MSSICS SSI applications use SSA-8019-U2.2026-10-074Paper fallback and non-MSSICS SSI applications use SSA-8019-U2.R106_REL0036R106_E021collectsR106_E0232016 POMS describes free-format insurer/attorney and liable-party address fields.2026-10-0742016 POMS describes free-format insurer/attorney and liable-party address fields.R106_REL0037R106_E022collectsR106_E024Paper SSA-8019-U2 lists SSI claimant contact address.2026-10-074Paper SSA-8019-U2 lists SSI claimant contact address.R106_REL0038R106_E022collectsR106_E023Paper form requests insurer and third-party legal addresses.2026-10-074Paper form requests insurer and third-party legal addresses.R106_REL0039R106_E018sends_allowed_case_information_viaR106_E025TPL information forwarded to State Medicaid agency for permitted cases.2026-10-074TPL information forwarded to State Medicaid agency for permitted cases.R106_REL0040R106_E025supplies_details_toORG_STATE_MEDICAIDAllowed TPL cases sent to state Medicaid agency through documented paper/electronic pathways.2026-10-074Allowed TPL cases sent to state Medicaid agency through documented paper/electronic pathways.R106_REL0041R106_E025may_use_paper_fallbackR106_E022Incomplete or non-electronic cases require paper SSA-8019-U2 state routing.2026-10-074Incomplete or non-electronic cases require paper SSA-8019-U2 state routing.R106_REL0042R106_E026part_ofAPP_CCEDallas regional instructions refer to CCE TPL page.2026-10-074Dallas regional instructions refer to CCE TPL page.R106_REL0043R106_E026supportsR106_E025Regional CCE input provides electronically transmitted TPL data.2026-10-074Regional CCE input provides electronically transmitted TPL data.R106_REL0044R106_E018conditional_part_ofPROC_1634_MEDICAIDTPL collection applies to Section 1634 Medicaid eligibility coordination.2026-10-074TPL collection applies to Section 1634 Medicaid eligibility coordination.R106_REL0045ORG_SSA_OAGidentifies_contract_funding_documentR106_E027OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.2026-10-074OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.R106_REL0046ORG_SSA_OAGidentifies_contract_funding_documentR106_E028OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.2026-10-074OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.R106_REL0047ORG_SSA_OAGidentifies_contract_funding_documentR106_E029OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.2026-10-074OAG instructs contractors to inspect most recent funding documents in the documented 2025 contingency guidance.R106_REL0048ORG_SSA_OAGestablishes_authority_forR106_E030OAG states contracting officers, not CORs, determine contract continuation during lapse scenarios.2026-10-074OAG states contracting officers, not CORs, determine contract continuation during lapse scenarios.R106_REL0049ORG_SSA_OAGpublishesR106_E031OAG public page links OFPP RFO FAQ and explains initiative; does not establish exact internal acquisition-system modifications.2026-10-074OAG public page links OFPP RFO FAQ and explains initiative; does not establish exact internal acquisition-system modifications.R106_REL0050R106_E032delivered_throughAPP_UPLOAD_DOCUMENTSSSA announced eSignature/Upload Documents as a combined supported online option.2026-10-075SSA announced eSignature/Upload Documents as a combined supported online option.R106_REL0051R106_E033initiatesR106_E032SSA representative sends customer a digital request to begin selected form/evidence submission.2026-10-075SSA representative sends customer a digital request to begin selected form/evidence submission.R106_REL0052R106_E033generatesR106_E034Customer link is the documented entry point for requested electronic submission.2026-10-075Customer link is the documented entry point for requested electronic submission.R106_REL0053R106_E032contemporaneous_signature_removal_mentionsFORM_SSA789SSA 2024 modernization release separately identifies removal of SSA-789 signature requirement, not signature collection.2026-10-075SSA 2024 modernization release separately identifies removal of SSA-789 signature requirement, not signature collection.R106_REL0054R106_E032supports_electronic_signature_forFORM_SSA827SSA announced electronic signing/submission for SSA-827 among eligible forms.2026-10-075SSA announced electronic signing/submission for SSA-827 among eligible forms.R106_REL0055R106_E035lists_identity_stepup_forFORM_SSA454BKSSA Forms catalog flags this form for additional electronic-submission identity verification.2026-10-075SSA Forms catalog flags this form for additional electronic-submission identity verification.R106_REL0056R106_E035lists_identity_stepup_forFORM_SSA827SSA Forms catalog flags this form for additional electronic-submission identity verification.2026-10-075SSA Forms catalog flags this form for additional electronic-submission identity verification.R106_REL0057R106_E035lists_identity_stepup_forFORM_SSA_2574SSA Forms catalog flags this form for additional electronic-submission identity verification.2026-10-075SSA Forms catalog flags this form for additional electronic-submission identity verification.R106_REL0058R106_E035lists_identity_stepup_forFORM_SSA2935SSA Forms catalog flags this form for additional electronic-submission identity verification.2026-10-075SSA Forms catalog flags this form for additional electronic-submission identity verification.R106_REL0059R106_E035lists_identity_stepup_forFORM_SSA8510SSA Forms catalog flags this form for additional electronic-submission identity verification.2026-10-075SSA Forms catalog flags this form for additional electronic-submission identity verification.R106_REL0060R106_E035controls_submission_viaAPP_UPLOAD_DOCUMENTSCatalog says listed forms need additional identity verification for electronic submission, not that all can be submitted without conditions.2026-10-075Catalog says listed forms need additional identity verification for electronic submission, not that all can be submitted without conditions.R106_REL0061SYS_MBRdocumented_source_forDATA_MONTHLY_STAT_SNAPSHOTAugust 2026 Monthly Statistical Snapshot uses MBR 100-percent administrative data in beneficiary count table.2026-10-075August 2026 Monthly Statistical Snapshot uses MBR 100-percent administrative data in beneficiary count table.R106_REL0062SYS_SSRdocumented_source_forDATA_MONTHLY_STAT_SNAPSHOTAugust 2026 Monthly Statistical Snapshot uses SSR 100-percent administrative data in beneficiary count table.2026-10-075August 2026 Monthly Statistical Snapshot uses SSR 100-percent administrative data in beneficiary count table.R107_REL0001R107_E001usesAPP_EAFISSI Claims eAFI is the named subsystem used for mandatory FI verification.2026-10-075SSI Claims eAFI is the named subsystem used for mandatory FI verification.R107_REL0002APP_EAFIpart_ofAPP_SSI_CLAIMS_LOGICALPOMS explicitly calls eAFI subsystem a component of the SSI Claims system.2026-10-075POMS explicitly calls eAFI subsystem a component of the SSI Claims system.R107_REL0003APP_E4641complementsAPP_EAFISSA identifies eAFI and e4641 website as the two main AFI components.2026-10-075SSA identifies eAFI and e4641 website as the two main AFI components.R107_REL0004R107_E001requiresR107_E002EM-25046 REV requires geographic search for potentially eligible SSI initial allowances.2026-10-075EM-25046 REV requires geographic search for potentially eligible SSI initial allowances.R107_REL0005R107_E001requiresR107_E003EM-25046 REV requires applicable relationship-related searches during SSI allowance verification.2026-10-075EM-25046 REV requires applicable relationship-related searches during SSI allowance verification.R107_REL0006R107_E001may_have_pendingR107_E004Policy permits specified outstanding sub-request/geographic responses without delaying adjudication.2026-10-075Policy permits specified outstanding sub-request/geographic responses without delaying adjudication.R107_REL0007R107_E002part_ofEX_AFI_FIGeographic search is an AFI account verification request/response context.2026-10-075Geographic search is an AFI account verification request/response context.R107_REL0008R107_E003part_ofEX_AFI_FIRelationship-related search is within AFI request scope.2026-10-075Relationship-related search is within AFI request scope.R107_REL0009R107_E004part_ofEX_AFI_FISub-request response is an AFI verification artifact.2026-10-075Sub-request response is an AFI verification artifact.R107_REL0010R107_E001developed_duringPROC_PERCDeferred SSI disability claims complete FI verification at PERC.2026-10-075Deferred SSI disability claims complete FI verification at PERC.R107_REL0011R107_E001applies_toAPP_SSI_CLAIMS_LOGICALAll SSI initial allowances since May 4 2026 subject to policy scope.2026-10-075All SSI initial allowances since May 4 2026 subject to policy scope.R107_REL0012R107_E007usesR107_E006Nonparticipating FI verification uses the mailed/faxed paper SSA-4641; no electronic e4641 website dependency inferred.2026-10-075Nonparticipating FI verification uses the mailed/faxed paper SSA-4641; no electronic e4641 website dependency inferred.R107_REL0013R107_E007communicates_withORG_BENEFICIARY_FIMail or fax paper verification request to financial institution that does not participate electronically.2026-10-075Mail or fax paper verification request to financial institution that does not participate electronically.R107_REL0014R107_E005follows_up_withORG_BENEFICIARY_FIFor participating FI, AFI vendor liaises with FI rather than technicians contacting them directly.2026-10-075For participating FI, AFI vendor liaises with FI rather than technicians contacting them directly.R107_REL0015R107_E005supportsEX_AFI_FIVendor liaison is documented for FI electronic-verification exceptions, not as an asserted vendor implementation of the whole exchange.2026-10-075Vendor liaison is documented for FI electronic-verification exceptions, not as an asserted vendor implementation of the whole exchange.R107_REL0016R107_E008usesDATA_FI_BANK_STATEMENT_EVIDENCEBank statements accepted as alternative to AFI response subject to completeness and coverage requirements.2026-10-075Bank statements accepted as alternative to AFI response subject to completeness and coverage requirements.R107_REL0017R107_E008reconciles_laterEX_AFI_FIAFI results received after adjudication handled as stand-alone posteligibility matter.2026-10-075AFI results received after adjudication handled as stand-alone posteligibility matter.R107_REL0018R107_E009constrainsR107_E001FI balance verification can reach up to 25 prior months; interval is not evidence of storage retention.2026-10-075FI balance verification can reach up to 25 prior months; interval is not evidence of storage retention.R107_REL0019R107_E009describesDATA_FI_BALANCE_HISTORYBalance-history request window concerns historical balances received from financial institutions.2026-10-075Balance-history request window concerns historical balances received from financial institutions.R107_REL0020R107_E010derived_fromDATA_FI_BALANCE_HISTORYFirst-of-month account resource uses FI month-opening or previous month-ending balance.2026-10-075First-of-month account resource uses FI month-opening or previous month-ending balance.R107_REL0021R107_E010documented_inUI_CCE_FIN_ACCOUNTSResource amount belongs to financial account development in CCE; no direct AFI database write path inferred.2026-10-074Resource amount belongs to financial account development in CCE; no direct AFI database write path inferred.R107_REL0022R107_E011usesEX_AFI_FIWaiver FI account verification responses may support SSI months with required permission.2026-10-075Waiver FI account verification responses may support SSI months with required permission.R107_REL0023R107_E011documents_inUI_CCE_FIN_ACCOUNTSVerified FI balance months may be recorded on CCE FI account resource screen subject to permission.2026-10-075Verified FI balance months may be recorded on CCE FI account resource screen subject to permission.R107_REL0024R107_E012recorded_inUI_SSI_FI_PERMISSIONSSI Claims FI Permission page records permission status and collection date.2026-10-075SSI Claims FI Permission page records permission status and collection date.R107_REL0025R107_E012controls_access_toEX_AFI_FIFinancial permission is eligibility condition and legal prerequisite for SSA to request FI records.2026-10-075Financial permission is eligibility condition and legal prerequisite for SSA to request FI records.R107_REL0026R107_E013governsR107_E012Permission persists until specified prospective termination event.2026-10-075Permission persists until specified prospective termination event.R107_REL0027R107_E014recorded_inUI_SSI_FI_PERMISSIONGood-cause exception for missing deemor permission captured on the FI Permission page.2026-10-075Good-cause exception for missing deemor permission captured on the FI Permission page.R107_REL0028R107_E015establishesR107_E014Documented harassment/abuse or endangerment can justify deemor consent exception.2026-10-075Documented harassment/abuse or endangerment can justify deemor consent exception.R107_REL0029R107_E015documented_inAPP_EVIDProof and good-cause reasoning can be documented in EVID or Report of Contact.2026-10-075Proof and good-cause reasoning can be documented in EVID or Report of Contact.R107_REL0030R107_E016establishesR107_E014Claimant cooperation and SSA attempts documented for possible deemor failure-to-cooperate exception.2026-10-075Claimant cooperation and SSA attempts documented for possible deemor failure-to-cooperate exception.R107_REL0031R107_E016documented_inUI_SSI_PERSON_STATEMENTSigned claimant description can be recorded as SSI Claims Person Statement for noncooperation development.2026-10-075Signed claimant description can be recorded as SSI Claims Person Statement for noncooperation development.R107_REL0032R107_E016can_useFORM_SSA795Signed SSA-795 may document good-faith attempts by claimant to obtain deemor consent.2026-10-075Signed SSA-795 may document good-faith attempts by claimant to obtain deemor consent.R107_REL0033R107_E017produced_byAPP_DPSDPS general section contains claimant version of financial permission request letter.2026-10-075DPS general section contains claimant version of financial permission request letter.R107_REL0034R107_E018produced_byAPP_DPSDPS general section contains deemor version with separate language.2026-10-075DPS general section contains deemor version with separate language.R107_REL0035R107_E019controlsR107_E017Financial permission claimant request controlled with 15-day follow-up.2026-10-075Financial permission claimant request controlled with 15-day follow-up.R107_REL0036R107_E019controlsR107_E018Deemor permission request controlled with 15-day follow-up.2026-10-075Deemor permission request controlled with 15-day follow-up.R107_REL0037R107_E019usesAPP_MDW_AINon-SSI-Claims cases use Modernized Development Worksheet 15-day tickle, not an inferred case-diary table.2026-10-075Non-SSI-Claims cases use Modernized Development Worksheet 15-day tickle, not an inferred case-diary table.R107_REL0038R107_E022produced_byAPP_DPSManual FI-permission denial notice sourced from DPS initial claims section.2026-10-075Manual FI-permission denial notice sourced from DPS initial claims section.R107_REL0039R107_E022retained_inAPP_ORSCopy of manual SSI financial-permission denial notice is sent to Online Retrieval System.2026-10-075Copy of manual SSI financial-permission denial notice is sent to Online Retrieval System.R107_REL0040R107_E023produced_byAPP_DPSManual FI-permission suspension notice sourced from DPS post-entitlement section.2026-10-075Manual FI-permission suspension notice sourced from DPS post-entitlement section.R107_REL0041R107_E023retained_inAPP_ORSCopy of manual SSI financial-permission suspension notice is sent to Online Retrieval System.2026-10-075Copy of manual SSI financial-permission suspension notice is sent to Online Retrieval System.R107_REL0042R107_E020used_forR107_E022SSI N18 denial for failure to give financial permission requires manual denial notice.2026-10-075SSI N18 denial for failure to give financial permission requires manual denial notice.R107_REL0043R107_E021used_forR107_E023SSI N05 suspension for refusal/cancellation financial permission requires manual suspension notice.2026-10-075SSI N05 suspension for refusal/cancellation financial permission requires manual suspension notice.R107_REL0044R107_E020posted_toSYS_SSRPolicy directs appropriate denial status and financial-permission explanation to SSI record.2026-10-075Policy directs appropriate denial status and financial-permission explanation to SSI record.R107_REL0045R107_E021posted_toSYS_SSRPolicy directs posteligibility financial-permission suspension and remarks to SSI record.2026-10-075Policy directs posteligibility financial-permission suspension and remarks to SSI record.R107_REL0046R107_E024recorded_onSYS_SSRSSR remarks document when financial permission refused and whether deemor good cause absent.2026-10-075SSR remarks document when financial permission refused and whether deemor good cause absent.R107_REL0047R107_E025updatesR107_E012Financial permission statuses/dated changes recorded on FI Permission page iterations.2026-10-075Financial permission statuses/dated changes recorded on FI Permission page iterations.R107_REL0048R107_E025usesUI_SSI_FI_PERMISSIONSSI Claims may require second iteration or manual reseed if page iterations exhausted.2026-10-075SSI Claims may require second iteration or manual reseed if page iterations exhausted.R107_REL0049R107_E026part_ofAPP_POSPEWE is a Post-Entitlement System work/earnings processing screen.2026-10-075PEWE is a Post-Entitlement System work/earnings processing screen.R107_REL0050R107_E027usesR107_E026FO/PSC/TSC enter reported closed year earnings, NSMs and SWPs on PEWE.2026-10-075FO/PSC/TSC enter reported closed year earnings, NSMs and SWPs on PEWE.R107_REL0051R107_E027may_precedePROC_AEROIf recomputation/AERO pending, ensure required annual earnings reports received first.2026-10-075If recomputation/AERO pending, ensure required annual earnings reports received first.R107_REL0052R107_E028usesSYS_MEFEIN matching looks at previous and current earnings-year MEF details.2026-10-075EIN matching looks at previous and current earnings-year MEF details.R107_REL0053R107_E028controlsAPP_EEOEIN comparison can defer cases in EEO pass one and two.2026-10-075EIN comparison can defer cases in EEO pass one and two.R107_REL0054R107_E028defers_cases_intoR107_E029RSI finder file collects cases failing EIN match during first two passes.2026-10-075RSI finder file collects cases failing EIN match during first two passes.R107_REL0055R107_E029reselected_byR107_E032RSI finder file cases considered in subsequent enforcement pass as earnings post.2026-10-075RSI finder file cases considered in subsequent enforcement pass as earnings post.R107_REL0056R107_E032part_ofAPP_EEOEEO annual three-cycle selection in June/September/February.2026-10-075EEO annual three-cycle selection in June/September/February.R107_REL0057R107_E032comparesSYS_MBREEO compares beneficiary reported/deduction earnings in MBR against posted earnings in MEF.2026-10-075EEO compares beneficiary reported/deduction earnings in MBR against posted earnings in MEF.R107_REL0058R107_E032comparesSYS_MEFEEO detects MEF changes and late employer wage postings over current/prior three years.2026-10-075EEO detects MEF changes and late employer wage postings over current/prior three years.R107_REL0059R107_E032usesR107_E028First two passes gate selected cases using employer matching.2026-10-075First two passes gate selected cases using employer matching.R107_REL0060R107_E030derived_fromSYS_MEFTRE comprises covered and noncovered MEF earnings for deduction purposes.2026-10-075TRE comprises covered and noncovered MEF earnings for deduction purposes.R107_REL0061R107_E030computed_byAPP_EEOEEO computes total earnings for enforcement categories.2026-10-075EEO computes total earnings for enforcement categories.R107_REL0062R107_E033selected_usingR107_E030Potential underpayment based on benefits withheld and enforced earnings.2026-10-075Potential underpayment based on benefits withheld and enforced earnings.R107_REL0063R107_E034selected_usingR107_E030TE 777 category based on earnings against exempt amount and missing annual report.2026-10-075TE 777 category based on earnings against exempt amount and missing annual report.R107_REL0064R107_E035selected_usingR107_E030EEO overpayment discrepancy uses comparisons to reported and estimated earnings.2026-10-075EEO overpayment discrepancy uses comparisons to reported and estimated earnings.R107_REL0065R107_E036selected_usingR107_E030Manual review triggers include zero/negative earnings, significant differences and NSM/FRA cases.2026-10-075Manual review triggers include zero/negative earnings, significant differences and NSM/FRA cases.R107_REL0066R107_E031considered_duringR107_E036Field office considers/request current-year estimate during direct contact.2026-10-075Field office considers/request current-year estimate during direct contact.R107_REL0067R107_E037recorded_onSYS_MBRNon-service months in MBR inform grace-year earnings-test deduction decisions.2026-10-075Non-service months in MBR inform grace-year earnings-test deduction decisions.R107_REL0068R107_E037considered_byAPP_EEOEnforcement uses existing MBR NSMs in policy-defined grace-year conditions.2026-10-075Enforcement uses existing MBR NSMs in policy-defined grace-year conditions.R107_REL0069R107_E038updatesSYS_MBRWhen BOAN wrong, staff correct BOAN on MBR; no Numident update is stated.2026-10-075When BOAN wrong, staff correct BOAN on MBR; no Numident update is stated.R107_REL0070R107_E038triggered_byAPP_EEOEarnings-enforcement identity conflict development can reveal incorrect BOAN.2026-10-075Earnings-enforcement identity conflict development can reveal incorrect BOAN.R107_REL0071R107_E039checksSYS_MEFTechnician verifies correct spelling against beneficiary and MEF.2026-10-075Technician verifies correct spelling against beneficiary and MEF.R107_REL0072R107_E039may_updateSYS_MBRIf MEF surname correct, policy says correct MBR; otherwise MBR unchanged.2026-10-075If MEF surname correct, policy says correct MBR; otherwise MBR unchanged.R107_REL0073R107_E040controlsPROC_AEROEarnings enforcement takes precedence if recomputation may create overpayment.2026-10-075Earnings enforcement takes precedence if recomputation may create overpayment.R107_REL0074R107_E040depends_onAPP_EEOEEO completion precedes requested benefit recomputation for overlapping overpayment cases.2026-10-075EEO completion precedes requested benefit recomputation for overlapping overpayment cases.R107_REL0075R107_E041usesIFACE_DRPRIf beneficiary unable to explain discrepancy, stop recovery using DMS DRPR before further development.2026-10-075If beneficiary unable to explain discrepancy, stop recovery using DMS DRPR before further development.R107_REL0076R107_E041checksSYS_MEFBeneficiary contest may require source-earnings investigation and employer contact.2026-10-075Beneficiary contest may require source-earnings investigation and employer contact.R107_REL0077R107_E042recorded_onSYS_MBRAmended annual report indicator TOER-M is recorded on MBR for EEO selection context.2026-10-075Amended annual report indicator TOER-M is recorded on MBR for EEO selection context.R107_REL0078R107_E043part_ofAPP_POSChange in PIA input is a POS action for requested recomputation.2026-10-075Change in PIA input is a POS action for requested recomputation.R107_REL0079R107_E043coordinated_withR107_E026When beneficiary requests recomputation and reports annual earnings, POS processes PEWE and CIP together.2026-10-075When beneficiary requests recomputation and reports annual earnings, POS processes PEWE and CIP together.R107_REL0080APP_EEOautomates_where_eligibleAPP_T2RCurrent POMS says EEO automated processing occurs through Title II Redesign.2026-10-075Current POMS says EEO automated processing occurs through Title II Redesign.R107_REL0081R107_E044usesAPP_ERPSPayee selection and manager authorization occur in eRPS.2026-10-075Payee selection and manager authorization occur in eRPS.R107_REL0082R107_E044requiresR107_E045Prior poor performance requires manager approval when selecting applicant.2026-10-075Prior poor performance requires manager approval when selecting applicant.R107_REL0083R107_E045part_ofAPP_ERPSApprove Selection appears under eRPS Manager Actions.2026-10-075Approve Selection appears under eRPS Manager Actions.R107_REL0084R107_E046part_ofAPP_ERPSSelection Required Notes is an eRPS documentation screen.2026-10-075Selection Required Notes is an eRPS documentation screen.R107_REL0085R107_E045documented_onR107_E046Manager documents selection authorization on required notes screen.2026-10-075Manager documents selection authorization on required notes screen.R107_REL0086R107_E047created_usingUI_ERPS_ADD_NEW_ISSUEEstablish three-month review diary in eRPS Add New Issue or another reliable control.2026-10-075Establish three-month review diary in eRPS Add New Issue or another reliable control.R107_REL0087R107_E047requires_follow_upR107_E048Review poor-performing selected payee through SSA-624-F5 evaluation.2026-10-075Review poor-performing selected payee through SSA-624-F5 evaluation.R107_REL0088R107_E049recorded_onSYS_SSRTitle XVI uses SSR diary code/date field for UA poor-performance follow-up.2026-10-075Title XVI uses SSR diary code/date field for UA poor-performance follow-up.R107_REL0089R107_E049complementsR107_E047SSR UA diary is an explicitly documented Title XVI alternative control for selected payees.2026-10-075SSR UA diary is an explicitly documented Title XVI alternative control for selected payees.R107_REL0090R107_E050usesWORK_SSI_RT_DIARYRT diary tracks future redeemability/value of savings bond for resource reevaluation.2026-10-075RT diary tracks future redeemability/value of savings bond for resource reevaluation.R107_REL0091R107_E050may_be_set_viaAPP_MSSICSPOMS allows savings bond RT diary through MSSICS.2026-10-075POMS allows savings bond RT diary through MSSICS.R107_REL0092R107_E050may_be_set_viaIFACE_SSI_DIRECT_SSRPOMS allows savings bond RT diary through Direct SSR Update.2026-10-075POMS allows savings bond RT diary through Direct SSR Update.R107_REL0093R107_E051publishes_related_values_toDATA_OACT_AUTO_DETERMINATIONSPublished 2026 family-maximum bend points are also tabulated in OACT Automatic Determinations series.2026-10-075Published 2026 family-maximum bend points are also tabulated in OACT Automatic Determinations series.R107_REL0094R107_E052uses_derived_concepts_fromDOM_EARNINGSBenefit example table uses indexed earnings and AIME concepts but no underlying data extract route specified.2026-10-074Benefit example table uses indexed earnings and AIME concepts but no underlying data extract route specified.R107_REL0095R107_E053is_related_toPROC_OACT_COLAEstimates illustrate effect of December 2025 cost-of-living adjustment first payable January 2026.2026-10-075Estimates illustrate effect of December 2025 cost-of-living adjustment first payable January 2026.R107_REL0096WORK_SSI_IRS_5B_DIARYtriggers_mandatory_verificationR107_E001Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.2026-10-075Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.R107_REL0097WORK_SSI_IRS_5H_DIARYtriggers_mandatory_verificationR107_E001Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.2026-10-075Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.R107_REL0098WORK_SSI_SB_DIARYtriggers_mandatory_verificationR107_E001Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.2026-10-075Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.R107_REL0099DIARY_R8triggers_mandatory_verificationR107_E001Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.2026-10-075Resource-related diary requires FI account verification for SSI RZ/LI even below general $400 tolerance.R108_REL0001APP_MYCOAexposes_input_surfaceR108_E001myCOA entry point is Contact Link under My Profile.2026-10-075myCOA entry point is Contact Link under My Profile.R108_REL0002APP_MYCOAenforces_case_eligibility_exclusionsR108_E002Self-service address updates exclude payees, prisoners, pending claims/appeals and SSI addresses.2026-10-075Self-service address updates exclude payees, prisoners, pending claims/appeals and SSI addresses.R108_REL0003APP_MYCOAsupports_telephone_only_for_ssiR108_E003SSI and concurrent users can change telephone number, but not mailing address, with listed eligibility statuses.2026-10-075SSI and concurrent users can change telephone number, but not mailing address, with listed eligibility statuses.R108_REL0004APP_MYCOAinitiates_change_notificationsR108_E004Online change confirmation delivered in email, mail and my Social Security message center.2026-10-075Online change confirmation delivered in email, mail and my Social Security message center.R108_REL0005R108_E004publishes_receipt_toSVC_MYSSA_MESSAGE_CENTERThe customer receives a change receipt in their Message Center.2026-10-075The customer receives a change receipt in their Message Center.R108_REL0006APP_MYCOAsupplies_title_ii_change_requests_toAPP_T2RT2R processes customer Title II address/telephone input with existing batches.2026-10-075T2R processes customer Title II address/telephone input with existing batches.R108_REL0007APP_T2Rconditionally_posts_title_ii_address_toSYS_MBRValidated overnight Title II master-record change; future-effective addresses stay pending until effective month.2026-10-075Validated overnight Title II master-record change; future-effective addresses stay pending until effective month.R108_REL0008APP_MYCOAuses_pending_future_effective_address_dataDATA_MYCOA_PENDING_FUTURE_ADDRESSTitle II online address changes may be scheduled up to 90 days ahead, pending appropriate processing month.2026-10-075Title II online address changes may be scheduled up to 90 days ahead, pending appropriate processing month.R108_REL0009APP_MYCOAconditionally_posts_title_xvi_telephone_toSYS_SSRPhone changes (not SSI mail address updates) appear in SSR overnight, subject to eligibility.2026-10-075Phone changes (not SSI mail address updates) appear in SSR overnight, subject to eligibility.R108_REL0010R108_E002restricts_address_submission_to_own_recordR108_E001Internet account holder cannot change other family members under same account.2026-10-075Internet account holder cannot change other family members under same account.R108_REL0011NOTICE_T2R_COA_CONFIRMuses_prior_mailing_addressR108_E005Fraud warning is mailed to old MBR mailing address regardless of actual payee/beneficiary residence.2026-10-075Fraud warning is mailed to old MBR mailing address regardless of actual payee/beneficiary residence.R108_REL0012R108_E005reads_prior_value_fromDATA_MBR_MAILING_ADDRESSMBR only stores one address context, which may be representative payee mailing address.2026-10-075MBR only stores one address context, which may be representative payee mailing address.R108_REL0013NOTICE_T2R_COA_CONFIRMuses_text_snippetsR108_E006Notice includes COA014/COA015/COA016 mandatory warning snippets.2026-10-075Notice includes COA014/COA015/COA016 mandatory warning snippets.R108_REL0014R108_E007triggersNOTICE_T2R_COA_CONFIRMTelephone IVR address changes generate T2R standalone anti-fraud confirmation.2026-10-075Telephone IVR address changes generate T2R standalone anti-fraud confirmation.R108_REL0016APP_T2Rgenerates_change_fraud_noticeNOTICE_T2R_COA_CONFIRMT2R creates standalone COA confirmation after eligible address changes.2026-10-075T2R creates standalone COA confirmation after eligible address changes.R108_REL0017DATA_T2R_COA_SKELCOMPwas_formatted_by_historicalR108_E008Historical pre-October-2022 SKELCOMP-based notice formatting.2026-10-075Historical pre-October-2022 SKELCOMP-based notice formatting.R108_REL0018R108_E008was_superseded_byAPP_CCMOctober 2022 T2R transitioned to XML notice file for CCM composition.2026-10-075October 2022 T2R transitioned to XML notice file for CCM composition.R108_REL0019DATA_T2R_COA_XMLis_composed_into_notices_byAPP_CCMNew CCM application consumes T2R COA XML file to compose fully formed notice.2026-10-075New CCM application consumes T2R COA XML file to compose fully formed notice.R108_REL0020APP_T2Renforces_automated_notice_completionR108_E009T2R does not manually complete partial change-of-address notices with AURORA.2026-10-075T2R does not manually complete partial change-of-address notices with AURORA.R108_REL0021R108_E009routes_incomplete_notices_toDATA_T2R_COA_ERROR_LOGIncomplete notices are removed from output and recorded for systems staff investigation.2026-10-075Incomplete notices are removed from output and recorded for systems staff investigation.R108_REL0022APP_T2Rsupports_myssa_notice_delivery_throughSVC_MYSSA_MESSAGE_CENTEROctober 2022 COA digital Message Center alert uses CCM/MySSA for online notice availability.2026-10-075October 2022 COA digital Message Center alert uses CCM/MySSA for online notice availability.R108_REL0023APP_DATSpresents_death_alert_codeR108_E010Third-party report for beneficiary requires verification2026-10-075Third-party report for beneficiary requires verificationR108_REL0024APP_DATSpresents_death_alert_codeR108_E011Death information from non-vital-record state agency requires third-party verification2026-10-075Death information from non-vital-record state agency requires third-party verificationR108_REL0025APP_DATSpresents_death_alert_codeR108_E012CMS-origin death report requires third-party verification2026-10-075CMS-origin death report requires third-party verificationR108_REL0026APP_DATSpresents_death_alert_codeR108_E013VA-origin death report requires third-party verification2026-10-075VA-origin death report requires third-party verificationR108_REL0027APP_DATSpresents_death_alert_codeR108_E014OPM-origin death report requires third-party verification2026-10-075OPM-origin death report requires third-party verificationR108_REL0028APP_DATSpresents_death_alert_codeR108_E015DIPS report name mismatch requires development2026-10-075DIPS report name mismatch requires developmentR108_REL0029APP_DATSpresents_death_alert_codeR108_E016Reported death requires a DIPS transaction if not already entered2026-10-075Reported death requires a DIPS transaction if not already enteredR108_REL0030APP_DATSlists_monthly_numident_payment_discrepancyR108_E017Numident death not posted to payment record appears on separate monthly NUMI alert.2026-10-075Numident death not posted to payment record appears on separate monthly NUMI alert.R108_REL0031APP_DATSrefreshes_dips_alerts_usingR108_E018DIPS alert codes listed daily.2026-10-075DIPS alert codes listed daily.R108_REL0032APP_DATSrefreshes_numident_payment_mismatch_usingR108_E019NUMI death alert runs last weekend of month.2026-10-075NUMI death alert runs last weekend of month.R108_REL0033R108_E019reconciles_death_inSYS_NUMIDENTCheck death status and decide whether Numident is correct.2026-10-075Check death status and decide whether Numident is correct.R108_REL0034R108_E019reconciles_death_inSYS_MBRRelevant Title II payment record may need manual death termination or suspension.2026-10-075Relevant Title II payment record may need manual death termination or suspension.R108_REL0035R108_E019reconciles_death_inSYS_SSRRelevant Title XVI payment record may require manual death correction.2026-10-075Relevant Title XVI payment record may require manual death correction.R108_REL0036R108_E020requires_prior_developmentWORK_DATS_DEATH_DEV_45DDATS nonresponse outcome follows 45-day letter diary when no verification is obtained.2026-10-075DATS nonresponse outcome follows 45-day letter diary when no verification is obtained.R108_REL0037R108_E020submits_death_transaction_throughAPP_DIPSAlleged death can be submitted in DIPS as non-responder following required 45-day development.2026-10-075Alleged death can be submitted in DIPS as non-responder following required 45-day development.R108_REL0038APP_DATSsupports_verified_alive_clearanceR108_E021First-party evidence an individual is alive supports erroneous-death clearing.2026-10-075First-party evidence an individual is alive supports erroneous-death clearing.R108_REL0039R108_E016requires_submission_viaAPP_DIPSDX code directs staff to enter death report using DIPS.2026-10-075DX code directs staff to enter death report using DIPS.R108_REL0040R108_E017triggers_manual_correction_reviewR108_E019Staff determine whether to amend Numident or payment record; no unconditional overwrite.2026-10-075Staff determine whether to amend Numident or payment record; no unconditional overwrite.R108_REL0041DATA_DMFcan_require_death_pii_removal_afterR108_E021Erroneous death clearing prevents identifiable information about living person remaining on DMF.2026-10-075Erroneous death clearing prevents identifiable information about living person remaining on DMF.R108_REL0042APP_DIPSrequires_extra_approval_for_edr_changesR108_E022EDR change transactions require same-day two-PIN clearance.2026-10-075EDR change transactions require same-day two-PIN clearance.R108_REL0043APP_DIPSrequires_extra_approval_for_edr_deletionsR108_E023EDR delete transactions require same-day two-PIN clearance.2026-10-075EDR delete transactions require same-day two-PIN clearance.R108_REL0044APP_DIPSdoes_not_auto_remove_title_xvi_deathR108_E024Title XVI death removal needs separate post-DIPS corrective action.2026-10-075Title XVI death removal needs separate post-DIPS corrective action.R108_REL0045R108_E024requires_separate_ssr_correctionSYS_SSRDIPS cannot automatically delete date of death from SSI payment record.2026-10-075DIPS cannot automatically delete date of death from SSI payment record.R108_REL0046APP_DIPSrequires_ssn_or_exception_developmentR108_E025DIPS relies on SSN and may require BOAN update or deceased enumeration.2026-10-075DIPS relies on SSN and may require BOAN update or deceased enumeration.R108_REL0047R108_E025requires_numident_establishment_where_applicableSYS_NUMIDENTDIPS entry must await Numident establishment if BOAN mandatory.2026-10-075DIPS entry must await Numident establishment if BOAN mandatory.R108_REL0048R108_E025requires_title_ii_boan_update_if_already_enumeratedSYS_MBRExisting SSN missing as BOAN on MBR must be corrected before ordinary DIPS processing.2026-10-075Existing SSN missing as BOAN on MBR must be corrected before ordinary DIPS processing.R108_REL0049APP_DIPSposts_death_using_overnight_processingR108_E026DIPS transactions process overnight, post to Numident and usually to payment systems; exceptions apply.2026-10-075DIPS transactions process overnight, post to Numident and usually to payment systems; exceptions apply.R108_REL0050R108_E026writes_death_toSYS_NUMIDENTNumident is SSA official death source in redesigned flow.2026-10-075Numident is SSA official death source in redesigned flow.R108_REL0051R108_E026normally_posts_death_toSYS_MBRDeath generally flows automatically to payment system but requires monitoring of exceptions.2026-10-075Death generally flows automatically to payment system but requires monitoring of exceptions.R108_REL0052R108_E026normally_posts_death_toSYS_SSRDeath generally flows to benefit payment system; delete exception applies for Title XVI.2026-10-075Death generally flows to benefit payment system; delete exception applies for Title XVI.R108_REL0053FORM_SSA721has_post_update_document_disposal_ruleR108_E027Physical SSA-721 destroyed after death information posted to Numident.2026-10-075Physical SSA-721 destroyed after death information posted to Numident.R108_REL0054FORM_SSA721initiates_survivor_outreach_when_address_suppliedR108_E028Survivor name/address treated as correspondence-contact lead.2026-10-075Survivor name/address treated as correspondence-contact lead.R108_REL0055R108_E028uses_survivor_address_fromDATA_SSA721_SURVIVOR_ADDRESSSurviving-family contact address is source field, not authoritative person residence.2026-10-075Surviving-family contact address is source field, not authoritative person residence.R108_REL0056R108_E028uses_noticeNOTICE_SURVIVOR_LETTERDPS Survivor Letter selected from General folder when SSA-721 names/address available.2026-10-075DPS Survivor Letter selected from General folder when SSA-721 names/address available.R108_REL0057R108_E028draws_notice_fromAPP_DPSDPS General folder contains survivor outreach notice.2026-10-075DPS General folder contains survivor outreach notice.R108_REL0058FORM_SSA721may_require_evid_documentationR108_E029Beneficiary claim with SSA-721 invokes EVID code 721.2026-10-075Beneficiary claim with SSA-721 invokes EVID code 721.R108_REL0059SYS_MBRcan_contain_nmiss_special_messageR108_E031NMISSS can be recognized via MBR special message.2026-10-075NMISSS can be recognized via MBR special message.R108_REL0060SYS_MBRcan_contain_nmiss_account_indicatorR108_E032NMISSS may be recognizable from MBR Account data.2026-10-075NMISSS may be recognizable from MBR Account data.R108_REL0061APP_T2Rcannot_automate_nmiss_actionsR108_E030Title II Redesign documented exception for Northern Mariana Islands beneficiaries.2026-10-075Title II Redesign documented exception for Northern Mariana Islands beneficiaries.R108_REL0062APP_POSgenerates_nmiss_exception_toR108_E034FO still inputs PE changes in POS, with manual PC follow-up.2026-10-075FO still inputs PE changes in POS, with manual PC follow-up.R108_REL0063R108_E030requires_manual_adjustment_routeR108_E034Change of address, direct deposit, death termination and earnings reports are examples.2026-10-075Change of address, direct deposit, death termination and earnings reports are examples.R108_REL0064R108_E034is_resolved_usingAPP_MACADEWNPSC OAS processes exceptions through manual adjustment credit and award data entry.2026-10-075WNPSC OAS processes exceptions through manual adjustment credit and award data entry.R108_REL0065R108_E034is_queued_forR108_E033FO requests WNPSC OAS intervention despite MBR PCOC jurisdiction.2026-10-075FO requests WNPSC OAS intervention despite MBR PCOC jurisdiction.R108_REL0066R108_E033processes_nmiss_exceptions_viaAPP_MACADEManual processing, not automatic Title II Redesign.2026-10-075Manual processing, not automatic Title II Redesign.R108_REL0067R108_E035requires_prior_comparison_point_evidence_reviewR108_E039FO checks CPD and supporting evidence before MINE screen-out.2026-10-075FO checks CPD and supporting evidence before MINE screen-out.R108_REL0068R108_E035uses_existing_master_record_medical_diariesSYS_MBRSSA medical diary attributes in MBR can be inaccurate or absent and require development.2026-10-075SSA medical diary attributes in MBR can be inaccurate or absent and require development.R108_REL0069R108_E035uses_existing_master_record_medical_diariesSYS_SSRSSA medical diary attributes in SSR may need review and correction.2026-10-075SSA medical diary attributes in SSR may need review and correction.R108_REL0070R108_E035avoids_full_interview_usingFORM_SSA454BKQualified MINE review allows bypassing routine SSA-454 full interview at initial FO stage.2026-10-075Qualified MINE review allows bypassing routine SSA-454 full interview at initial FO stage.R108_REL0071R108_E035documents_basis_onFORM_SSA5002FO records rationale in SSA-5002, scanned to eFolder or paper case.2026-10-075FO records rationale in SSA-5002, scanned to eFolder or paper case.R108_REL0072R108_E035adds_electronic_referral_messageR108_E036Electronic files use explicit MINE referral message.2026-10-075Electronic files use explicit MINE referral message.R108_REL0073R108_E035adds_paper_referral_annotationR108_E037Paper folder uses route slip.2026-10-075Paper folder uses route slip.R108_REL0074R108_E035may_be_returned_by_dds_for_full_interviewR108_E038DDS may disagree with FO exclusion designation and require full interview.2026-10-075DDS may disagree with FO exclusion designation and require full interview.R108_REL0075R108_E038requires_completed_formFORM_SSA454BKFO completes full CDR interview upon DDS return.2026-10-075FO completes full CDR interview upon DDS return.R108_REL0076R108_E036is_associated_with_case_inAPP_EDCSPOMS instructs electronic CDR EDCS case procedures, without transport inference.2026-10-075POMS instructs electronic CDR EDCS case procedures, without transport inference.R108_REL0077APP_DCPSrecords_medical_source_nonrequest_reasonR108_E040DDS documentation obligation when not requesting source evidence.2026-10-075DDS documentation obligation when not requesting source evidence.R108_REL0078R108_E040may_be_documented_onFORM_SSA5002Nonrequest reason can be in DCPS Case Note, worksheet or SSA-5002.2026-10-075Nonrequest reason can be in DCPS Case Note, worksheet or SSA-5002.R108_REL0079R108_E041supplements_missing_graphics_inAPP_MEGAHITSome diagnostic graphics absent from standard HIT document and require traditional follow-up.2026-10-075Some diagnostic graphics absent from standard HIT document and require traditional follow-up.R108_REL0080R108_E041can_use_traditional_evidence_request_channelAPP_EREDDS can send traditional requests via mail, fax, ERE.2026-10-075DDS can send traditional requests via mail, fax, ERE.R108_REL0081APP_DCPSsupports_traditional_medical_evidence_requestsR108_E041DCPS creates traditional medical evidence request.2026-10-075DCPS creates traditional medical evidence request.R108_REL0082R108_E042uses_existing_electronic_case_folderREPO_CEFPost-DDS medical evidence on electronic case follows CEF routing.2026-10-075Post-DDS medical evidence on electronic case follows CEF routing.R108_REL0083R108_E042can_use_fo_report_of_contactFORM_SSA5002FO documents necessary post-decision evidence handling where applicable.2026-10-074FO documents necessary post-decision evidence handling where applicable.R108_REL0084APP_EDCSexposes_827_attestation_screenR108_E043SSA or DDS employee can attest and submit through EDCS.2026-10-075SSA or DDS employee can attest and submit through EDCS.R108_REL0085APP_EVIEWexposes_827_attestation_screenR108_E043SSA or DDS employee can attest and submit through eView.2026-10-075SSA or DDS employee can attest and submit through eView.R108_REL0086R108_E043renders_signed_form_attributes_intoR108_E044Form contains claimant and employee signature/witness attributes.2026-10-075Form contains claimant and employee signature/witness attributes.R108_REL0087R108_E044is_retained_asFORM_SSA827Electronic rendering forms part of signed SSA-827.2026-10-075Electronic rendering forms part of signed SSA-827.R108_REL0088R108_E043initiates_auto_fileR108_E045After attestation system auto-adds signed SSA-827 to electronic folder.2026-10-075After attestation system auto-adds signed SSA-827 to electronic folder.R108_REL0089R108_E045files_intoREPO_CEFAccepted signed form automatically associated with electronic folder.2026-10-075Accepted signed form automatically associated with electronic folder.R108_REL0090APP_I3368supports_827_click_and_signR108_E046Adult claimant signs SSA-827 via submit of i3368.2026-10-075Adult claimant signs SSA-827 via submit of i3368.R108_REL0091APP_I3441supports_827_click_and_signR108_E046Adult claimant signs SSA-827 via submit of i3441 appeal report.2026-10-075Adult claimant signs SSA-827 via submit of i3441 appeal report.R108_REL0092R108_E046produces_electronic_signedFORM_SSA827Electronic authorizations signed when claimant submits internet disability report.2026-10-075Electronic authorizations signed when claimant submits internet disability report.R108_REL0093R108_E047constrains_signature_onFORM_SSA82712+ minors may require dual signatures, with documented privacy exceptions.2026-10-07512+ minors may require dual signatures, with documented privacy exceptions.R108_REL0094APP_MCScontains_lawful_presence_proof_screenR108_E048Cleared/archived MCS CLLP records include proof and status fields for conditional evidence reuse.2026-10-075Cleared/archived MCS CLLP records include proof and status fields for conditional evidence reuse.R108_REL0095SYS_NUMIDENTcan_record_work_auth_codeR108_E049Numident IDN H may represent permanent DHS work authorization.2026-10-075Numident IDN H may represent permanent DHS work authorization.R108_REL0096SYS_NUMIDENTis_not_sufficient_lawful_presence_evidence_forR108_E052Numident coding cannot alone establish lawful presence for benefit payments.2026-10-075Numident coding cannot alone establish lawful presence for benefit payments.R108_REL0097R108_E050checks_prior_title_ii_proof_inDATA_MBR_LAW_PRSMBR LAW PRS proof requires acceptable permanent/reverification code and no discrepancies.2026-10-075MBR LAW PRS proof requires acceptable permanent/reverification code and no discrepancies.R108_REL0098R108_E050checks_prior_mcs_claim_proof_inR108_E048MCS archived CLLP may contain qualifying previous lawful-presence evidence.2026-10-075MCS archived CLLP may contain qualifying previous lawful-presence evidence.R108_REL0099R108_E050checks_prior_ssi_eligibility_inSYS_SSRSSI alien status codes and supporting verification considered with limits.2026-10-075SSI alien status codes and supporting verification considered with limits.R108_REL0100R108_E050rejects_numident_as_standalone_proofR108_E052Current eligibility must not be inferred from Numident work authorization coding.2026-10-075Current eligibility must not be inferred from Numident work authorization coding.R108_REL0101SVC_SAVEprovides_immigration_status_query_attributesR108_E051DHS response is queried and compared with original immigration documents.2026-10-075DHS response is queried and compared with original immigration documents.R108_REL0102R108_E051provides_conditional_evidence_forR108_E050Verify original DHS evidence and resolve conflicts; SAVE response alone may require escalation.2026-10-075Verify original DHS evidence and resolve conflicts; SAVE response alone may require escalation.R108_REL0103FORM_G845supports_manual_verification_when_save_inconclusiveR108_E050SSA requires G-845 escalation when online SAVE result cannot verify lawful presence.2026-10-075SSA requires G-845 escalation when online SAVE result cannot verify lawful presence.R108_REL0104R108_E053requires_claimant_notification_usingR108_E054Patient is notified when CE report disclosed without consent under imminent harm criteria.2026-10-075Patient is notified when CE report disclosed without consent under imminent harm criteria.R108_REL0105R108_E053uses_expedient_release_channelR108_E055ERE or fax can be used; no undocumented transport assumptions.2026-10-075ERE or fax can be used; no undocumented transport assumptions.R108_REL0106R108_E055can_useAPP_EREERE is a permissible emergency report delivery route.2026-10-075ERE is a permissible emergency report delivery route.R108_REL0107R108_E054filed_in_case_folderREPO_CEFLetter is placed in disability folder Section E, if electronic case. Source does not require separate repository.2026-10-075Letter is placed in disability folder Section E, if electronic case. Source does not require separate repository.R109_REL0001APP_PUPShas_documented_screenR109_E001Named PUPS screen documented for Title XVI prisoner processing.2026-10-075Named PUPS screen documented for Title XVI prisoner processing.R109_REL0002APP_PUPShas_documented_screenR109_E002Named PUPS screen documented for Title XVI prisoner processing.2026-10-075Named PUPS screen documented for Title XVI prisoner processing.R109_REL0003APP_PUPShas_documented_screenR109_E003Named PUPS screen documented for Title XVI prisoner processing.2026-10-075Named PUPS screen documented for Title XVI prisoner processing.R109_REL0004APP_PUPShas_documented_screenR109_E004Named PUPS screen documented for Title XVI prisoner processing.2026-10-075Named PUPS screen documented for Title XVI prisoner processing.R109_REL0005APP_MSSICShas_institution_residence_screenR109_E005Active SSI Claims/MSSICS cases use institution residence to record prisoner status.2026-10-075Active SSI Claims/MSSICS cases use institution residence to record prisoner status.R109_REL0006R109_E001records_address_inputR109_E009PU16 may edit mailing and residence address for prisoner-related notices; actual authoritative address destination unspecified.2026-10-075PU16 may edit mailing and residence address for prisoner-related notices; actual authoritative address destination unspecified.R109_REL0007R109_E001initiates_suspension_transactionR109_E008PUPS creates SSA-1719B suspension transaction for qualifying non-MSSICS records.2026-10-075PUPS creates SSA-1719B suspension transaction for qualifying non-MSSICS records.R109_REL0008R109_E008based_on_documented_input_formFORM_SSA1719BSSA-1719B is also used as manual suspension route when PUPS editing fails.2026-10-075SSA-1719B is also used as manual suspension route when PUPS editing fails.R109_REL0009SYS_SSRreports_n22_status_toR109_E007SSR sends suspension feedback to PUPS only after N22 posts.2026-10-075SSR sends suspension feedback to PUPS only after N22 posts.R109_REL0010R109_E007updates_work_state_inAPP_PUPS*PENDING changes to SUSPENSION after receipt of SSR N22 confirmation.2026-10-075*PENDING changes to SUSPENSION after receipt of SSR N22 confirmation.R109_REL0011R109_E006posted_onSYS_SSRSSR payment record carries Title XVI nonpayment status N22.2026-10-075SSR payment record carries Title XVI nonpayment status N22.R109_REL0012R109_E005supports_conditional_posting_ofR109_E006Active MSSICS case uses institutional residence details; SSR posts N22.2026-10-075Active MSSICS case uses institutional residence details; SSR posts N22.R109_REL0013APP_PUPSapplies_processing_exclusionR109_E010For rep-payee/temporary institutionalization/Goldberg-Kelly/special pay statuses some N22 suspensions require alternative processing.2026-10-075For rep-payee/temporary institutionalization/Goldberg-Kelly/special pay statuses some N22 suspensions require alternative processing.R109_REL0014R109_E010routes_to_staff_processing_inAPP_MSSICSPUPS cannot automate certain active/special Title XVI records; other input/manual actions required.2026-10-075PUPS cannot automate certain active/special Title XVI records; other input/manual actions required.R109_REL0015R109_E003displays_status_ofR109_E007*PENDING on PUST flags SSR feedback not yet received; operational control, not necessarily an error in SSR.2026-10-075*PENDING on PUST flags SSR feedback not yet received; operational control, not necessarily an error in SSR.R109_REL0016R109_E004records_result_ofR109_E007P6QY displays incentive determination following N22 feedback when eligible.2026-10-075P6QY displays incentive determination following N22 feedback when eligible.R109_REL0017APP_PUPSuses_prisoner_facility_identifierDATA_PUPS_FACILITY_IDPUPS PU16 records facility code for prison reports.2026-10-075PUPS PU16 records facility code for prison reports.R109_REL0018APP_PUPSallows_manual_exception_reviewR109_E011Automated incentive computation may fail for specified MBR/SSR status conditions or reported amount disputes.2026-10-075Automated incentive computation may fail for specified MBR/SSR status conditions or reported amount disputes.R109_REL0019R109_E011requires_status_preconditionR109_E006SSI manual reporter payment only after N22 suspension record exists for corresponding period.2026-10-075SSI manual reporter payment only after N22 suspension record exists for corresponding period.R109_REL0020R109_E011uses_reporter_identifierR109_E012Manual incentive request includes RID and FID along with beneficiary identifier, reporting and confinement dates.2026-10-075Manual incentive request includes RID and FID along with beneficiary identifier, reporting and confinement dates.R109_REL0021R109_E011subject_to_exception_controlR109_E013PUPS cannot calculate incentives automatically when suspension feedback is absent or payment status excluded.2026-10-075PUPS cannot calculate incentives automatically when suspension feedback is absent or payment status excluded.R109_REL0022R109_E011authorizes_on_monthly_cycle_viaR109_E014Central Office staff review and authorize manual payments monthly.2026-10-075Central Office staff review and authorize manual payments monthly.R109_REL0023APP_PUPShas_documented_screenR109_E015PU02 is used to clear pending Title II PUPS control.2026-10-075PU02 is used to clear pending Title II PUPS control.R109_REL0024R109_E015documents_exception_forR109_E011Type of Action 2 clears a PUPS exception control prior to central request.2026-10-075Type of Action 2 clears a PUPS exception control prior to central request.R109_REL0025R109_E002captures_exception_reason_forR109_E011PRMK annotation records exception and the rationale for manual incentive payment.2026-10-075PRMK annotation records exception and the rationale for manual incentive payment.R109_REL0026UI_PUPS_P2QYdocuments_absence_of_incentive_forR109_E013P2QY Reason for No Incentive Payment explains automated Title II nonpayment.2026-10-075P2QY Reason for No Incentive Payment explains automated Title II nonpayment.R109_REL0027DB_SSI_IRS_INTERFACEexposes_alerts_throughR109_E016Controlled and informational IRS match alerts can be retrieved from the interface database through MI Central workload listings.2026-10-075Controlled and informational IRS match alerts can be retrieved from the interface database through MI Central workload listings.R109_REL0028R109_E016accessed_viaPORTAL_SUMS_MCAS_MI_CENTRALSSN/IRS/SSID Query Screen is provided under workload listing in SUMS/MCAS MI Central.2026-10-075SSN/IRS/SSID Query Screen is provided under workload listing in SUMS/MCAS MI Central.R109_REL0029R109_E017schedulesWORK_SSI_IRS_5B_DIARYRelease cycle documented as October, February and June.2026-10-075Release cycle documented as October, February and June.R109_REL0030R109_E017schedulesWORK_SSI_IRS_5H_DIARY5H pension alerts appear in conjunction with 5B workloads.2026-10-0755H pension alerts appear in conjunction with 5B workloads.R109_REL0031APP_RZWIZrequired_forR109_E019RZ WIZ is mandatory for LI/RZ and listed wage-related diary interviews.2026-10-075RZ WIZ is mandatory for LI/RZ and listed wage-related diary interviews.R109_REL0032APP_SSTNGsupports_selection_ofR109_E019SSTNG is permitted to select workloads by redetermination profile and priority diary.2026-10-075SSTNG is permitted to select workloads by redetermination profile and priority diary.R109_REL0033SYS_SSRcontains_workload_controlR109_E018SSID DIAR records DI dedicated account diary maturity information.2026-10-075SSID DIAR records DI dedicated account diary maturity information.R109_REL0034R109_E019routes_for_development_usingAPP_RZWIZRZ WIZ supports LI / RZ interview development, not tax data master record synchronization.2026-10-075RZ WIZ supports LI / RZ interview development, not tax data master record synchronization.R109_REL0035R109_E017uses_interface_stage_not_master_updateDB_SSI_IRS_INTERFACEIRS alert availability and diary release do not prove IRS-derived address changes to MBR, SSR or Numident.2026-10-075IRS alert availability and diary release do not prove IRS-derived address changes to MBR, SSR or Numident.R109_REL0036DATA_REP_PAYEE_TYPEstored_inSYS_MBRIndividual/Organization payee type explicitly coded on MBR.2026-10-075Individual/Organization payee type explicitly coded on MBR.R109_REL0037DATA_REP_PAYEE_TYPEstored_inSYS_SSRIndividual/Organization payee type explicitly coded on SSR.2026-10-075Individual/Organization payee type explicitly coded on SSR.R109_REL0038R109_E020used_as_identifier_withinAPP_ERPSeRPS generates organizational payee identifier from ZIP code and sequence number.2026-10-075eRPS generates organizational payee identifier from ZIP code and sequence number.R109_REL0039R109_E021governsDATA_REP_PAYEE_TYPELimited-liability organization classified as Organization; sole proprietor/partnership often Individual despite EIN.2026-10-075Limited-liability organization classified as Organization; sole proprietor/partnership often Individual despite EIN.R109_REL0040R109_E021requires_ein_or_registration_verificationR109_E022Conflicting EIF evidence or name requires IRS or state legal-registration development.2026-10-075Conflicting EIF evidence or name requires IRS or state legal-registration development.R109_REL0041R109_E022queriesDB_EIFOrganizational EIN compared with SSA Employer Identification File.2026-10-075Organizational EIN compared with SSA Employer Identification File.R109_REL0042R109_E022accessesUI_EIF_AEQYAEQY used to check organizational EIN records in EIF.2026-10-075AEQY used to check organizational EIN records in EIF.R109_REL0043R109_E023entered_usingUI_ERPS_PAYMENT_LEGENDPayment legend screen records legal or DBA business name and individual name where appropriate.2026-10-075Payment legend screen records legal or DBA business name and individual name where appropriate.R109_REL0044R109_E021controls_display_attributeR109_E023Payment legend contents depend on individual versus organizational payee classification.2026-10-075Payment legend contents depend on individual versus organizational payee classification.R109_REL0045R109_E024produces_customer_accessibleR109_E025Beneficiary can print current holdings summary for SSA SSI asset verification; no direct SSA API established.2026-10-075Beneficiary can print current holdings summary for SSA SSI asset verification; no direct SSA API established.R109_REL0046R109_E025used_as_evidence_inR109_E029SSI technician verifies current amount, issue date and confirmation number from claimant supplied summary.2026-10-075SSI technician verifies current amount, issue date and confirmation number from claimant supplied summary.R109_REL0047R109_E029documents_ownership_and_value_usingAPP_EVIDStaff enter issue information and redemption values on EVID screens.2026-10-075Staff enter issue information and redemption values on EVID screens.R109_REL0048R109_E029records_claim_detail_onR109_E026MSSICS record uses RSTB page to document savings bond item and monthly values.2026-10-075MSSICS record uses RSTB page to document savings bond item and monthly values.R109_REL0049R109_E029may_document_in_non_mssicsSYS_SSRNon-MSSICS cases record values and series in SSR Remarks.2026-10-075Non-MSSICS cases record values and series in SSR Remarks.R109_REL0050R109_E026has_resource_code_entered_onR109_E027CMSC houses RE21 code for MSSICS bond cases.2026-10-075CMSC houses RE21 code for MSSICS bond cases.R109_REL0051R109_E027records_codeR109_E028CMSC code RE21; no extra CG field detail for MSSICS cases.2026-10-075CMSC code RE21; no extra CG field detail for MSSICS cases.R109_REL0052SYS_SSRmay_carry_codeR109_E028Non-MSSICS case carries RE21 in CG field with bond details in SSR remarks.2026-10-075Non-MSSICS case carries RE21 in CG field with bond details in SSR remarks.R109_REL0053R109_E024is_managed_byORG_TREASURYTreasury operates TreasuryDirect; not evidence of an automated SSA financial interface.2026-10-075Treasury operates TreasuryDirect; not evidence of an automated SSA financial interface.R109_REL0054APP_EDCSexposes_case_level_selectionR109_E030EDCS has Select Case Level CDR Hearing option.2026-10-075EDCS has Select Case Level CDR Hearing option.R109_REL0055R109_E030initiates_case_creationR109_E031Select CDR Hearing then confirm filing date and case creation in EDCS.2026-10-075Select CDR Hearing then confirm filing date and case creation in EDCS.R109_REL0056R109_E031captures_case_informationR109_E032Hearing request includes claimant, attorney, payee contact identifiers and addresses.2026-10-075Hearing request includes claimant, attorney, payee contact identifiers and addresses.R109_REL0057APP_EDCSviewable_inAPP_EVIEWeCDR hearing processed in EDCS and viewed in eView.2026-10-075eCDR hearing processed in EDCS and viewed in eView.R109_REL0058R109_E033requires_existing_ssi_system_updateAPP_MSSICSPrior to SSI/concurrent EDCS case creation, FO records medical appeal and statutory continuation in MSSICS/SSID.2026-10-075Prior to SSI/concurrent EDCS case creation, FO records medical appeal and statutory continuation in MSSICS/SSID.R109_REL0059R109_E033updates_appeal_information_onSYS_SSRSSA instructs staff to document appeal before EDCS transfer; this is controlled workflow, not unsolicited EDCS-to-SSR sync.2026-10-075SSA instructs staff to document appeal before EDCS transfer; this is controlled workflow, not unsolicited EDCS-to-SSR sync.R109_REL0060R109_E033precedes_transfer_ofR109_E032Field office verifies and updates correct address, telephone and representative data on mainframe first.2026-10-075Field office verifies and updates correct address, telephone and representative data on mainframe first.R109_REL0061APP_EDCSsupports_linking_ofR109_E034Electronic comparison-point decision folder can be linked to eCDR.2026-10-075Electronic comparison-point decision folder can be linked to eCDR.R109_REL0062R109_E034involves_document_archiveREPO_CEFElectronic comparison point decision materials are part of official electronic case context.2026-10-075Electronic comparison point decision materials are part of official electronic case context.R109_REL0063R109_E032may_include_source_record_address_fromSYS_MBRField office examines MBR and other mainframe records prior to EDCS transfer, not evidence of EDCS automatic MBR address updates.2026-10-075Field office examines MBR and other mainframe records prior to EDCS transfer, not evidence of EDCS automatic MBR address updates.R109_REL0064R109_E032may_include_source_record_address_fromSYS_SSRSSI recipient data checked in SSR, including relevant contact fields.2026-10-075SSI recipient data checked in SSR, including relevant contact fields.R109_REL0065R109_E032contains_status_information_aboutFORM_SSA792SSI continuing-benefit election tracked when applicable.2026-10-075SSI continuing-benefit election tracked when applicable.R109_REL0066R109_E035uses_conditional_evidence_fromR109_E036IRS interface alert may initiate development subject to special affirmative action in writing dating rules.2026-10-075IRS interface alert may initiate development subject to special affirmative action in writing dating rules.R109_REL0067R109_E036originates_as_alert_inDB_SSI_IRS_INTERFACEIRS alert originates from interface-stage information, not beneficiary address master-record write.2026-10-075IRS alert originates from interface-stage information, not beneficiary address master-record write.R109_REL0068R109_E035may_use_financial_evidence_fromAPP_EVIDEvidence or report may be recorded, accepted or contradicted according to reopening criteria; not automatic SSR correction.2026-10-075Evidence or report may be recorded, accepted or contradicted according to reopening criteria; not automatic SSR correction.R109_REL0069SYS_MBRis_reusable_proof_source_under_conditions_forAPP_MCSPrior established proof can be reused when associated proof code is valid and there is no material conflict.2026-10-075Prior established proof can be reused when associated proof code is valid and there is no material conflict.R109_REL0070SYS_NUMIDENTis_reusable_proof_source_under_conditions_forAPP_MCSBirth/age and other proof use is conditional on validity, not universal truth for every benefit issue.2026-10-075Birth/age and other proof use is conditional on validity, not universal truth for every benefit issue.R109_REL0071SYS_SSRis_reusable_proof_source_under_conditions_forAPP_MSSICSPrior coded proof is reusable for certain factors of entitlement when consistent with current claim.2026-10-075Prior coded proof is reusable for certain factors of entitlement when consistent with current claim.R109_REL0072R109_E039manually_updatesSYS_MBRSSA-11-BK route without SSN requires manually updating Title II payee selection.2026-10-075SSA-11-BK route without SSN requires manually updating Title II payee selection.R109_REL0073R109_E039manually_updatesSYS_SSRSSA-11-BK route without SSN requires manually updating Title XVI payee selection.2026-10-075SSA-11-BK route without SSN requires manually updating Title XVI payee selection.R109_REL0074R109_E039can_retain_paper_evidence_viaAPP_EVIEWSSA-11-BK can be retained in eView via Evidence Portal or in NDRED as applicable; no universal CEF storage claim.2026-10-075SSA-11-BK can be retained in eView via Evidence Portal or in NDRED as applicable; no universal CEF storage claim.R110_REL0001R110_E001operates_atR110_E002SSANRC operates an IRG for Title II paper-folder information retrieval.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0002R110_E003performed_byR110_E001IRG handles targeted stored-folder data/document retrieval, not claims adjudication.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0003R110_E003queries_for_current_locationAPP_PCACSPCACS queried for current folder location before requesting paper file.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0004APP_PCACSexposes_folder_locationR110_E004Current folder location is obtained from current PCACS query.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0005SYS_MBRhas_folder_location_indicatorR110_E005MBR FLI not relied on as current paper-folder location.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0006R110_E004may_indicateR110_E006CAVE FILE location triggers SSANRC IRG administrative request.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0007R110_E004may_indicateR110_E007QUES location means not at SSANRC; do not request IRG.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0008R110_E006triggers_requestR110_E008CAVE FILE uses ADMS routing in PCOM to SSANRC IRG.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0009R110_E009provides_request_functionR110_E008ADMM function #15 from SSA Main Menu routes ADMS requests.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0010R110_E001can_deliver_viaR110_E010IRG response can be telephone, fax, email, or electronic folder upload.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0011R110_E010can_place_document_intoREPO_CEFIRG may upload retrieved paper documents into the electronic claims folder when appropriate.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0012R110_E003servesORG_WSUIRG retrieval serves workload support units alongside FO and PC.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0013R110_E003prefers_existing_electronic_evidenceAPP_EPDo not contact IRG when needed documents are already in Evidence Portal, MBR, MCS or EVID.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0014R110_E003requires_pending_action_checkAPP_PCACSPCACS/Evidence Portal query checks if PC action is already pending.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0015R110_E013contains_macroR110_E011Query Master/PCOM toolbar contains T2Fld Title II folder location macro.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0016R110_E013contains_macroR110_E012Query Master/PCOM toolbar contains T16Fld Title XVI folder location macro.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0017R110_E011provides_folder_location_forR110_E015T2Fld can locate relevant Title II paper comparison-point folder.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0018R110_E012provides_folder_location_forR110_E015T16Fld can locate relevant Title XVI paper comparison-point folder.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0019APP_EVIEWexposes_case_status_indicatorR110_E016eView Status/History shows paper-folder-created indicator.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0020R110_E014consultsR110_E016Verify paper/electronic status in eView before sending CPD folder to DDS.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0021R110_E014identifiesR110_E015CPD folder is most recent favorable medical/vocational decision evidence.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0022R110_E015may_beREPO_CEFMost CPD folders are CEF; eView confirms electronic CPD.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0023R110_E017is_not_a_qualifyingR110_E015Brown nonmedical Title XVI folder may contain a decision but lacks medical CPD evidence.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0024R110_E015is_associated_withAPP_EVIEWeView provides case documents and decision date/medical evidence supporting CPD determination.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0025APP_WACprovides_folder_location_forR110_E015WAC offers folder location information alongside toolbar macros.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0026COMP_CDR_DEV_TOOLBOXuses_folder_location_contextR110_E015CDR Toolbox workflows identify CPD folder; implementation details not stated.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0027R110_E019uses_folder_location_contextR110_E015EXR Assistant named in folder location documentation; implementation details not established.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0028R110_E020generates_potential_unable_to_locate_documentR110_E014AFL-generated custom 5002 for unable-to-locate folder; planned WAC Express Forms availability not confirmed.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0029APP_EWORKhosts_reconsiderationR110_E021eWork establishes and processes Title II work-issue reconsiderations except documented exclusions.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0030APP_EWORKhosts_reopeningR110_E022eWork establishes reviews and prompts for reopened work determinations.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0031R110_E021may_createR110_E023Original determination outside eWork triggers reconsideration exclusion.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0032R110_E021can_document_withR110_E025SSA-899-U2 may record work-issue affirmance or reversal.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0033R110_E021uses_evidence_formFORM_SSA821BKSSA-821-BK is used to supplement employee earnings/work allegations.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0034R110_E021uses_evidence_formFORM_SSA820BKSSA-820 is used for self-employment issues.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0035R110_E021effectuates_revised_result_onDB_DCFReconsideration reversal entails staff input of revised earnings and determination information to DCF.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0036R110_E022usesAPP_EWORKReopening a prior work review established and completed in eWork.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0037R110_E023restrictsAPP_POSCertain work reconsideration reversals are POS direct-input exclusions.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0038R110_E021retains_work_evidence_throughR110_E024Completed determinations, SSA-820/821 and evidence copied into electronic folder and PC paperless as required.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0039R110_E024sends_toAPP_EVIEWElectronic folder may receive faxed documents with barcode.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0040R110_E024sends_toAPP_PAPERLESS_PSCFurther PC action requires parallel fax to PSC Paperless.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0041R110_E026usesAPP_EWORKFO or PC transfers work reconsideration using eWork.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0042R110_E026uses_address_bookAPP_DOORSPaperless fax number / FO fax number is obtained from DOORS.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0043R110_E026performs_document_routingR110_E024Work review may require simultaneous faxing of case documents to electronic and paperless repositories.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0044R110_E027handled_byORG_DDSDDS has responsibilities for congressional inquiries on its pending and decided cases.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0045R110_E027creates_flagR110_E028DDS flags the folder for inquiry and sends electronic-folder alert.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0046R110_E027creates_diaryR110_E02920-day final response diary or 30-day interim diary, with recurring 30-day follow-ups.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0047R110_E027generates_responseR110_E030DDS prepares interim status and final/clearance messages.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0048R110_E028recorded_inREPO_CEFDDS may put inquiry flag or alert in electronic folder.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0049R110_E029tracksR110_E030Calendar diary controls interim and final responses.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0050R110_E027routes_paper_inquiry_withFORM_SSA408Paper-folder congressional inquiry uses SSA-408 route slip for routing.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0051R110_E027uses_decision_evidenceAPP_EVIEWWhen case is electronic, DDS adds inquiry flag and relevant records to electronic folder.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0052APP_FFSCFhas_screenR110_E031FFDG updates timely protests, dispositions and good cause.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0053APP_FFSCFhas_queryR110_E032FFWQ warrant-information source differentiates batch/OIG/third-party reports.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0054R110_E032guides_protest_entry_intoR110_E031Warrant source governs protest data entered on FFDG.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0055R110_E033requires_control_onR110_E031FO documents allowed protest/denied good-cause status in FFDG for closed-period cases.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0056R110_E033uses_stop_recovery_codeR110_E034ROAR Protest/Stop recovery code 14 defers recovery pending warrant outcome.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0057R110_E034entered_onAPP_ROARROAR holds code 14 and stops debt recovery.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0058R110_E033transmits_paper_processing_formR110_E035FO sends 2795 processing exclusion to PSC, with deferred documentation by mail rather than fax.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0059R110_E033requires_manual_suspension_processingAPP_MACADEPSC posts deferred closed-period S9 through MADCAP/MACADE rather than FFEL.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0060APP_FFSCFmay_send_title_ii_finderR110_E036FFSCF sends Title II finder for eligible closed period or prospective fugitive-felon suspension.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0061R110_E036posts_history_toSYS_MBRFinder can post FUGFEL status and S9 closed suspension period to MBR.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0062R110_E033uses_record_for_identificationSYS_MBRSSA identifies Title II warrant/debt record before disposition.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0063R110_E033check_representative_payee_suitabilityAPP_ERPSStaff check representative payee status when claimant has outstanding felony warrant.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0064APP_ECOpreparesR110_E037ECO sends pre-offset notice after selecting debt for TRO.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0065R110_E037uses_address_ruleR110_E050ECO notice address chosen by AVC verified address or recency fallback.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0066R110_E050queriesSVC_AVCECO obtains external verified mailing address from Address Verification Contractor.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0067R110_E050may_useDATA_AVC_DEBTOR_ADDRAVC returns usable address for debt notice; not automatic program-record address.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0068R110_E050falls_back_toSYS_MBRIf AVC fails, recent MBR address may be used for notice mailing.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0069R110_E050falls_back_toSYS_SSRIf AVC fails, recent SSR address may be used for notice mailing.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0070R110_E037supports_reviewR110_E049Undeliverable initial notice can trigger review and debt reestablishment.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0071R110_E049deletes_old_debt_throughR110_E038SMTC deletes prior ROAR debt after verified original notice nonreceipt.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0072R110_E049reestablishes_debt_throughR110_E039SMED reestablishes debt using current establishment date.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0073R110_E038updatesAPP_ROARSMTC changes ROAR debt state; confirmation query next day.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0074R110_E039updatesAPP_ROARSMED creates corrected establishment date in ROAR.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0075APP_DMScontainsR110_E040DMS TOP menu accesses Stop Offset TRSO.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0076APP_DMScontainsR110_E041DMS DFBP records bankruptcy-pending control.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0077APP_DMScontainsR110_E042DMS TRCA corrects offset/agency refund.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0078APP_DMScontainsR110_E043DMS TRSC stops external collection.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0079APP_DMScontainsR110_E044DMS DFTE terminates collection.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0080APP_DMScontainsIFACE_DRPFFO screen for protests/stop recovery.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0081APP_DMScontainsIFACE_DRPTTSC screen for protests/stop recovery.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0082APP_DMScontainsIFACE_DRPRPC screen for protests/stop recovery.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0083APP_DMScontainsUI_DMS_RMKSRMKS stores contact remarks.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0084R110_E040stops_offset_forPROC_TROTRSO may remove deceased debtor from Treasury Offset Program.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0085R110_E041pauses_collection_inPROC_TROPending bankruptcy petition prevents further collection action as appropriate.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0086R110_E042may_issue_agency_refund_forPROC_TROPending initial waiver, reconsideration or hearing can require agency refund of tax offset.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0087R110_E043deactivatesAPP_ECOTRSC deactivates external collection when debt non-enforceable.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0088R110_E049updates_contact_inUI_DMS_RMKSTechnicians document claimed nonreceipt and current debtor contact in debt remarks.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0089R110_E037retained_inAPP_ORSECO notices issued after November 2015 stored in Online Retrieval System.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0090PROC_TROselects_debt_usingSYS_NUMIDENTTRO eligibility selection uses ROAR, MBR and Numident data; not a new person store.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0091PROC_TROselects_debt_usingSYS_MBRTRO selection uses MBR LAF and beneficiary identifiers.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0092PROC_TROselects_debt_usingAPP_ROARTRO selection depends on ROAR balance and debt status.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0093R110_E051queriesSYS_SSRSSQM ADDR segment queries SSI address and ACD.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0094R110_E052prompts_staff_to_querySYS_SSRMBR SID line leads staff to SSR address review.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0095SYS_MBRhas_data_lineR110_E052SID data line references SSI involvement.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0096SYS_MBRhas_address_timestampDATA_MBR_ADDR_UPDATEDMBR ADDR Updated used for recency comparison.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0097R110_E051exposesDATA_SSR_ACDSSI address-change date ACD returned by SSQM ADDR query.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0098DATA_MBR_ADDR_UPDATEDcompared_withDATA_SSR_ACDIf SSI ACD newer than MBR ADDR Updated, use more current SSR address.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0099PROC_T2_UNDELIV_ADDRESSconsultsR110_E051Undeliverable mail work compares MBR and SSR through SSQM ADDR.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0100PROC_T2_UNDELIV_ADDRESScontactsORG_BENEFICIARY_FIIf direct deposit, staff request address from financial institution.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0101PROC_T2_UNDELIV_ADDRESSuses_address_requestFORM_E3759E3759 bank address request/locate letter sent for undeliverable mail.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0102PROC_T2_UNDELIV_ADDRESSuses_address_requestFORM_SSA_L2001SSA-L2001 requests address information from USPS.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0103PROC_T2_UNDELIV_ADDRESSuses_program_updateAPP_POSNew verified FI/USPS address entered through POS to MBR.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0104APP_POSposts_controlled_address_toSYS_MBRFO/PC inputs verified address through POS for Title II.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0105PROC_T2_UNDELIV_ADDRESSmay_triggerAPP_MDW_AIPSC/TSC send MDW or request assistance to FO for concurrent SSR mismatch.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0106PROC_T2_UNDELIV_ADDRESSrequires_separate_ssi_updateSYS_SSRFO must update SSI Claims System to correct SSR if different from new MBR address.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0107PROC_T2_UNDELIV_ADDRESSmay_suspend_unlocated_beneficiaryR110_E055If no good contact address, staff suspend current-pay case LAF S6.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0108R110_E055posted_toSYS_MBRLAF S6 posted via POS following exhausted whereabouts development.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0109PROC_T2_UNDELIV_ADDRESSrequires_special_message_entryAPP_MONETMONET or other authorized MBR Special Message documents attempts and outcome.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0110PROC_T2_UNDELIV_ADDRESSretains_notice_if_not_in_orsREPO_NDREDIf notice not in ORS, fax returned due-process notice via Evidence Portal to NDRed.2026-10-075Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0111R110_E057reported_throughFORM_SF425Federal Financial Report records grantee share/actual cost share, SF425 boxes 10i-k.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0112R110_E057guided_by_award_termsSVC_GRANTSOLUTIONSAward-specific grants administration and reporting terms govern frequency; this does not imply an internal system integration.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0113SVC_ASAPserves_grant_payment_accountsFORM_SF270Grant awardees must establish ASAP payment account; interim advance/reimbursement uses SF-270.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R110_REL0114R110_E056receives_subaward_reports_fromR110_E057Qualifying grantees report $30,000 or greater subawards to FSRS under FFATA/2 CFR Part 170.2026-10-074Explicitly documented process/interface relationship. No unstated automated transport or master-record write is implied.R111_REL0001R111_E001maintains_inventoryR111_E002SSA enterprise information-security program includes/refines the identified inventory as part of risk and asset management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0002R111_E001maintains_inventoryR111_E003SSA enterprise information-security program includes/refines the identified inventory as part of risk and asset management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0003R111_E001maintains_inventoryR111_E004SSA enterprise information-security program includes/refines the identified inventory as part of risk and asset management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0004R111_E001maintains_inventoryR111_E005SSA enterprise information-security program includes/refines the identified inventory as part of risk and asset management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0005R111_E001maintains_inventoryR111_E006SSA enterprise information-security program includes/refines the identified inventory as part of risk and asset management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0006R111_E001includes_security_domainR111_E007Program/domain evaluated as part of SSA FY2026 FISMA security program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0007R111_E001includes_security_domainR111_E008Program/domain evaluated as part of SSA FY2026 FISMA security program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0008R111_E001includes_security_domainR111_E009Program/domain evaluated as part of SSA FY2026 FISMA security program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0009R111_E001includes_security_domainR111_E011Program/domain evaluated as part of SSA FY2026 FISMA security program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0010R111_E001includes_security_domainR111_E013Program/domain evaluated as part of SSA FY2026 FISMA security program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0011R111_E007includesR111_E010Continuous-monitoring recommendation explicitly includes improving vulnerability management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0012R111_E011requiresR111_E012OIG groups incomplete business-impact analyses with contingency-planning deficiencies.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0013R111_E014part_ofPROC_CPICNamed monitoring control in SSA Capital Planning and Investment Control process.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0014R111_E015part_ofPROC_CPICNamed monitoring control in SSA Capital Planning and Investment Control process.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0015R111_E017part_ofPROC_CPICNamed monitoring control in SSA Capital Planning and Investment Control process.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0016R111_E018part_ofPROC_CPICNamed monitoring control in SSA Capital Planning and Investment Control process.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0017R111_E019part_ofPROC_CPICNamed monitoring control in SSA Capital Planning and Investment Control process.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0018R111_E014applies_to_roleR111_E023Inflight review is semiannual by programmatic area.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0019R111_E015usesR111_E016OIG testing refers to SSA Value Realization website used to track value measures.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0020R111_E018proposes_rating_toR111_E020Program Manager proposes CIO ratings for the Federal IT Dashboard.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0021R111_E019publishes_final_rating_toR111_E020CIO final rating for major investments is reported to Federal IT Dashboard.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0022R111_E021recommended_forPROC_CPICOIG recommends SSA implement EVMS or equivalent to integrate cost, schedule, and performance measurement.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0023R111_E022recommended_forPROC_CPICOIG recommends reestablishing TechStat reviews in CPIC.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0024APP_IT_INVESTMENT_MGMT_TOOLsupportsPROC_CPICSSA tracks investment risks, contingency plans, mitigation plans, and resolutions in the Investment Management Tool.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0025R111_E025part_ofR111_E024OIG identifies Technology and Financial Support Branch within Division of Financial Management.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0026PROC_PIRreviewed_withinR111_E025OIG principal entity for PIR audit was Technology and Financial Support Branch.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0027PROC_PIRproducesR111_E026SSA PIR policy describes completed report as final output with actionable insights.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0028REPO_PIR_SHARED_SITEstoresR111_E026SSA relies on a shared internal website for PIR document storage; report files are distinct from dashboard data.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0029DASH_PIR_SUMMARYsummarizesPROC_PIRAgency dashboard holds summary metrics compared with PIR documents on shared site.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0030R111_E027leadsORG_INSIDER_THREAT_RESILIENCYSSA named a Head of Insider Threat and Resiliency in January 2026.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0031R111_E027also_serves_asR111_E028Same official also serves as SSA Information Sharing and Safeguarding Senior Official.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0032PROC_INSIDER_THREAT_PROGRAMincludesR111_E029Documented operating control within SSA Insider Threat Program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0033PROC_INSIDER_THREAT_PROGRAMincludesR111_E030Documented operating control within SSA Insider Threat Program.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0034PROC_INSIDER_THREAT_PROGRAMdocuments_cases_inR111_E031SSA maintains documented insider-threat inquiry reports and response actions.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0035PROC_INSIDER_THREAT_PROGRAMproducesR111_E032SSA policy requires annual insider-threat self-assessment reporting.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0036R111_E032reported_toR111_E033Annual report submitted to NITTF Senior Information Sharing and Safeguarding Steering Committee.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0037R111_E030revokes_or_terminatesAPP_PIVSeparation control includes terminating/revoking credentials; PIV handling is part of documented termination procedures.2026-10-074Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0038R111_E034deploysSVC_AMAZON_CONNECTAmazon Connect was progressively deployed across SSA organizations.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0039R111_E034followsR111_E035OIG documents rollout schedule and staged deployment milestones.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0040SVC_AMAZON_CONNECTselected_as_future_platform_forAPP_ECCCommissioner approved AWS Connect in June 2024 for N8NN and future Enterprise Contact Center solution.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0041CON_AWS_CONNECT_2024fundsSVC_AMAZON_CONNECTCloud BPA Call Order 5 funded AWS Connect CCaaS beginning August 1, 2024.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0042PROC_SSI_ABAPusesR111_E036New SSI claim is established on Person Multiple Claim Summary page for SSI Claims System ABAP.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0043R111_E036routes_toR111_E037Claim setup proceeds to Supplemental Security Income Application page.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0044R111_E037capturesR111_E038Abbreviated application reason determines additional screens in path.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0045PROC_SSI_ABAPuses_manual_input_formR111_E039Paper abbreviated applications use SSA-462 to establish systems record.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0046PROC_SSI_ABAPimplemented_inAPP_SSI_CLAIMS_LOGICALSSA says SSI Claims System is preferred claims-taking method for ABAP.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0047R111_E040uses_work_controlR111_E041PC diaries for pending CDB determination where DDIB process cannot be used.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0048R111_E040notifies_processing_center_viaAPP_MDW_AIField office may notify PC via Modernized Development Worksheet that disability determination is pending.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0049R111_E040can_notify_processing_center_viaAPP_PAPERLESS_PSCPolicy also permits faxing into PC paperless queue.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0050R111_E042part_ofSYS_MBRDisability determination is posted in BENE ENT line on MBR.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0051R111_E040posts_determination_toR111_E042When disability is established, PC posts determination to MBR BENE ENT line.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0052R111_E042enablesR111_E043Posting disability determination to BENE ENT enables automatic conversion.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R111_REL0053R111_E043updatesSYS_MBRAutomatic conversion continues child entitlement based on disability in MBR processing.2026-10-075Relationship limited to the documented operational context; no additional transport, hosting, persistence, or automatic master-record behavior is inferred.R112_R001R112_E001records_flagR112_E002Fraud allegation enters Y flag per nonreceipt payment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R002R112_E002processed_byR112_E003Type B fraud nonreceipt is processed by REACT and generates trace.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R003R112_E003posts_event_toR112_E004REACT allegation becomes PHUS event 069.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R004R112_E004displayed_inDB_PHUSPHUS stores fraud allegation event 069.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R005R112_E001may_requestR112_E005Direct Express cases use R16 request.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R006R112_E001initiatesR112_E008Allegation triggers selected reimbursement decision.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R007R112_E008may_issue_throughAPP_CPSA qualifying replacement may use CPS critical payment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R008R112_E008may_issue_throughPROC_AOTPTitle XVI replacement may use automated one-time payment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R009R112_E008documents_processing_note_onR112_E006Fraud note on CPS Critical Payment Details CRSN screen.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R010R112_E006component_ofAPP_CPSCRSN Critical Payment Details is a CPS user interface.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R011R112_E008retains_signed_statementFORM_SSA795Title II CPS/IP fraud case requires SSA-795.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R012R112_E008retains_receiptDATA_SSA8102Title XVI immediate payment requires SSA-8102.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R013R112_E008retains_monthly_computationR112_E007Title XVI A-OTP requires SSA-4904-U2.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R014R112_E007filed_inREPO_EFSigned SSI fraud-supporting SSA-4904-U2 is imaged to electronic folder or NDRED.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R015R112_E001records_special_message_onSYS_MBRFraud-related CPS/A-OTP special message may be posted on MBR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R016R112_E001records_remarks_onSYS_SSRFraud-related replacement remarks may be posted to SSR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R017R112_E009part_ofSVC_TCISTCIS Integrated View is a documented claims user interface.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R018R112_E009renders_for_printingR112_E010TCIS Integrated View provides claim form printing; not available for Direct Express.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R019R112_E009displaysR112_E011TCIS ENR claim-detail disposition/resent/reprint state.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R020R112_E010issued_after_unauthorizedEX_ENRForm used for alleged payment redirection via automated enrollment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R021R112_E010retained_as_copy_inREPO_EFSSA can place a copy of completed claim form in electronic folder or NDRED.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R022R112_E010excluded_forR112_E005Direct Express redirections use R16 instead of EFT Claim Form.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R023R112_E011exposes_status_forR112_E012Undeliverable / resent states drive address follow-up.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R024R112_E012compares_current_mail_address_inSYS_MBRFor Title II claims, staff review current MBR address before reprint/resend.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R025R112_E012compares_current_mail_address_inSYS_SSRFor Title XVI claims, staff review current SSR address before reprint/resend.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R026R112_E012generates_followup_inR112_E009Claim form reprint after identity and address review uses TCIS Integrated View.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R027R112_E013supplied_byORG_TREASURYTreasury transmits FI returned credit detail.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R028R112_E013supportsR112_E017Processing-center technicians apply credit after reviewing ENR debit detail.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R029R112_E013received_inAPP_PAPERLESS_PSCReturned credit detail is received into processing-center Paperless.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R030R112_E014posts_toR112_E015OBASA partial returned credit posted to SSR OPRR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R031R112_E015segment_ofSYS_SSROPRR records are in the SSR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R032R112_E015uses_credit_codeR112_E016Financial institution remittance posted with DOC 534.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R033R112_E017component_ofAPP_DMSRRRE is DMS ROAR remittance exception screen.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R034R112_E017adjusts_debt_onAPP_ROARReturned FI credit reduces/removes ROAR overpayment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R035R112_E017adjusts_nonentitled_debtorR112_E021Fraud credit applied to X-subscript nonentitled debtor record.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R036R112_E021recorded_inAPP_ROARFraud X-subscript is carried on ROAR debt record.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R037R112_E021controlled_byR112_E018Fraud X-subscript overpayment controlled by 90-day diary.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R038R112_E018managed_throughUI_DMS_DRDYROAR DRDY screen holds 90-day diary.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R039R112_E018closed_withR112_E022Listing code 119 after matured 90-day diary where no new guidance or credit.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R040R112_E020suspends_collection_forR112_E019Treasury later credit after NT TAC writeoff generates B4 work.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R041R112_E019alerts_againstSYS_SSRSSR remittance excess decision appears in MPMT and diary.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R042R112_E023enforcesDATA_DDFP_BLOCKFraud prevention block precludes direct deposit changes by telephone.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R043R112_E023may_returnR112_E024Denied invalid or incomplete financial institution forms can be returned.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R044R112_E023may_include_coverR112_E025Invalid account title request returned with SSA-L1199.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R045R112_E025enclosesR112_E024SSA-L1199 is a cover for rejected SF-1199A.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R046R112_E026updates_banking_information_onSYS_MBRDocumented staff entry through MCS/POS/MACADE causes Switzerland IDD bank-data processing on MBR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R047R112_E026requires_dual_entry_atSVC_ITS_GOVSSA explicitly requires parallel same-day ITS.gov input.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R048R112_E026usesR112_E027Swiss bank data encoded into MBR routing/account fields.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R049R112_E028source_forR112_E027Beneficiary-submitted IBAN is the input source for derived routing/account codes.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R050R112_E026requiresR112_E029Foreign address PCOC=8 must already be reflected on MBR.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R051R112_E029checked_againstSYS_MBRPCOC=8 tested against current MBR address; not an automatic update.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R052R112_E026records_beneficiary_address_atDATA_ITS_BENEFICIARY_ADDRESSITS.gov requires beneficiary address in CH/Town/Name representation.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R053R112_E026records_bank_address_atDATA_ITS_BANK_ADDRESSITS.gov also records bank address separately from beneficiary address.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R054R112_E026relies_on_payment_routing_viaORG_FRBKCFRB Kansas City routes to Swiss processing bank and local FI.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R055R112_E030checks_prior_documentation_onUI_MCS_RPOCCurrent adjudicator reviews RPOC and evidence documentation during adjudication.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R056R112_E031applies_toUI_MCS_RPOCMCS RPOC transmitted entries locked, five screens per claimant segment.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R057R112_E032publishes_assumptionR112_E033Recovery assumptions described in OACT disability memorandum.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R058R112_E032publishes_assumptionR112_E034Mortality improvement assumptions described in memo.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R059R112_E032publishes_projectionR112_E035Disability prevalence outlook is published in memo.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R060R112_E032documents_methodR112_E036Short and long-term model timing is explicitly documented.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R061R112_E032supports_reportREPORT_TRUSTEES_2026Memorandum provides assumptions used in 2026 Trustees report.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R062R112_E035derived_from_assumptionsR112_E033Long-range prevalence affected by recovered beneficiaries and incidence.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R112_R063R112_E035derived_from_assumptionsR112_E034Mortality termination component in long-run disability projection.2026-10-075Observed process and evidence only. No undocumented automated sync, deployment, database, or retention inferred.R113_R001APP_FTDexposes_result_onR113_E002FTD results appear on Data Results screen; staff cannot duplicate the screen.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R002R113_E002subject_to_no_copy_ruleR113_E003FTD results screen shall never be copied or printed by technician; CBP handles direct copies for requester.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R003R113_E004offers_query_featureAPP_FTDFTD is available on CCE SSI Claims Actions page.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R004APP_CCEcontains_ssi_actions_pageR113_E004CCE contains SSI Claims Actions page; no database technology established.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R005APP_FTDprovides_third_party_travel_reportR113_E008DHS ADIS results used as leads; require claimant verification.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R006R113_E008requires_verification_throughR113_E001Travel information requires independent verification before SSI payment action.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R007APP_FTDsupports_2026_citizen_redeterminationsR113_E005Effective Jan 2 2026 selected U.S. citizen SSI RZ workloads added.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R008APP_FTDsupports_2026_initial_claim_developmentR113_E006Effective Jan 2 2026 selected SSI initial-payment development; noncitizen all cases and citizen certain cases.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R009APP_FTDexcludes_current_rsdi_useR113_E007Dec 2025 instructions say not yet available in RSDI. Do not promote planned expansion to operational.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R010EXT_DHS_ADISprovides_source_records_forR113_E008ADIS is DHS-maintained entry/exit repository; FTD provides query access rather than declared replicated master data.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R011ORG_CBPowns_public_copies_ofR113_E008Employees refer FTD travel results requests to CBP Information Center.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R012APP_ERPSsupports_multi_payee_closureR113_E009Payee cessation requires active roster validation, new selection, payment-record changes and final accounting.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R013R113_E009uses_rapid_check_when_warrantedR113_E010FO/RO determine quick response site review when mass payee closes or fails.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R014APP_ERPShas_active_beneficiary_screenR113_E011Current active list retrieved for organizational or individual payee before closure.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R015APP_ERPShas_terminated_beneficiary_screenR113_E012Terminated list used for death-overpayment work.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R016APP_ERPShas_organization_termination_screenR113_E013Management uses termination screen once changes for beneficiaries completed.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R017APP_ERPShas_fee_for_service_screenR113_E014FFS payees entering stop date and reason before organization termination.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R018R113_E009receives_beneficiary_address_fromR113_E015Departing payee supplies current or last-known beneficiary residence addresses; needs reconciliation.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R019R113_E016compares_roster_usingR113_E011Compare eRPS beneficiary list to information provided by departing payee, resolve discrepancies.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R020UI_ERPS_ROC_DETAILSrecords_roster_reconciliation_forR113_E016Document contacts and reported data in eRPS Report of Contact Details.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R021R113_E009requires_roster_reconciliationR113_E016Reconcile before all beneficiary relationships ended.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R022R113_E009uses_title_ii_final_accountingR113_E017Title II former payee accounting selected by automated eligibility criteria.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R023R113_E009uses_title_xvi_final_accountingR113_E018Title XVI/concurrent cases involve staff-driven selection for final accounting.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R024R113_E009requires_conserved_funds_actionR113_E020Return funds for living beneficiary reissuance; deceased beneficiary funds belong to estate.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R025R113_E020requires_collective_account_allocationR113_E019Former payee provides ledger mapping collective funds to each beneficiary.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R026R113_E012displays_death_overpayment_indicatorR113_E021Former payee death-overpayment indicator is in terminated list; reconciled in DMS NED.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R027R113_E021may_require_nonentitled_debt_inAPP_NEDDeath overpayment data in eRPS and Non-Entitled Debtor; validate reimbursement separately.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R028R113_E009subject_to_identity_address_privacy_controlR113_E022Current POMS limits reciprocal disclosure of former/new payee identity and address.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R029R113_E009requires_program_record_follow_up_onSYS_MBReRPS payee termination does not itself terminate MBR payee relationship; FO must select new payee or direct pay.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R030R113_E009requires_program_record_follow_up_onSYS_SSReRPS payee termination does not itself terminate SSR payee relationship; independent downstream action.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R031R113_E009records_monitoring_when_applicable_inAPP_RPMAIf payee under expanded monitoring, update Representative Payee Monitoring Application.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R032ORG_DHScan_request_alien_locator_data_viaR113_E025DHS request may require OPD processing; ensure alien identity/location or valid law enforcement purpose.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R033R113_E025initiates_permitted_disclosureR113_E023OPD handles requests, controls disclosure purposes and source record applicability.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R034R113_E023may_discloseR113_E024Disclosed data can include contact and banking fields but no source-master authority inferred.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R035ORG_SSA_OPDmanages_alien_disclosureR113_E023OPD receives DHS requests from staff and evaluates legal grounds.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R036SYS_NUMIDENTmay_supply_identifying_attributes_forR113_E023Numident CSP codes can establish prior alien status; not all locators proven to originate in Numident.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R037ORG_DHSreceives_annual_nonwork_earnings_dataR113_E026SSA annually electronically discloses specified post-1997 nonwork SSN earnings information to DHS.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R038R113_E026includes_identifying_and_address_fieldsR113_E027POMS identifies alien name/address, employer/reporting party name/address and earnings as permitted fields.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R039R113_E026subject_to_pre1997_limitationR113_E028Pre-1997 tax-information disclosure limited; OPD referral required.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R040R113_E023excludes_w2_suspense_and_nomatch_detailsR113_E029No disclosure to DHS about W-2 suspense or whether EDCOR/DECOR notices delivered or qualified.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R041EX_EVERIFYuses_separate_numident_routine_useR113_E023E-Verify has a separate Numident SORN routine use; not interchangeable with DHS identity/locator disclosure.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R042R113_E030subject_to_receipt_windowR113_E033SSA accepts valid SSA-7050-F4 earnings consent only if received within 120 days of signature.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R043R113_E030requires_separate_tax_consentR113_E032Tax return information and medical or non-tax records cannot share one combined consent request.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R044R113_E030provides_detail_earnings_consent_underR113_E038Detailed earnings requests must identify taxpayer, recipient, record type, period, signature.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R045R113_E031subject_to_signature_policyR113_E036SSA-3288 fillable form must be printed and wet signed; copies with recognizable wet signature allowed.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R046FORM_SSA3288OP1provides_approved_electronic_exception_toR113_E036Electronic SSA-3288-OP1 submitted on SSA website; other electronic signatures require OGC approval.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R047R113_E034requires_express_record_scope_underR113_E038Medical records can be disclosed with proper separate non-tax consent and 90-day receipt rule.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R048R113_E033governs_disclosure_ofR113_E030IRS consent rule uses 120-day receipt window for SSA-7050-F4.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R049R113_E038requires_third_party_recipient_addressR113_E037Consent names/address of disclosure recipient; consenting individual address not mandatory.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R050R113_E032separates_medical_from_earnings_consentR113_E034SSA rejects combined medical and tax-return data authorization; nonmedical release can have independent signature validity.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R051R113_E036uses_cleared_electronic_consentFORM_SSA3288OP1Approved electronic-signature channel is SSA-3288-OP1; do not infer support for other forms.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R052R113_E035sets_nonmedical_general_record_limit_forR113_E038General nonmedical/nontax consent documents received within one year; no automatic retention duration inferred.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R053R113_E040publishes_table_1_jsonR113_E042SSA website exposes JSON file for table 1; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R054R113_E042is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 1 JSON output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R055R113_E042includes_documented_schemaR113_E041Table 1 JSON contains source, notes, variables, units, relationships metadata; schema beta.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R056R113_E040publishes_table_1_csvR113_E043SSA website exposes CSV file for table 1; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R057R113_E043is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 1 CSV output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R058R113_E043requires_json_metadata_for_interpretationR113_E041Table 1 CSV consumers are directed to corresponding JSON/edition for metadata.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R059R113_E040publishes_table_2_jsonR113_E044SSA website exposes JSON file for table 2; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R060R113_E044is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 2 JSON output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R061R113_E044includes_documented_schemaR113_E041Table 2 JSON contains source, notes, variables, units, relationships metadata; schema beta.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R062R113_E040publishes_table_2_csvR113_E045SSA website exposes CSV file for table 2; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R063R113_E045is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 2 CSV output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R064R113_E045requires_json_metadata_for_interpretationR113_E041Table 2 CSV consumers are directed to corresponding JSON/edition for metadata.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R065R113_E040publishes_table_3_jsonR113_E046SSA website exposes JSON file for table 3; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R066R113_E046is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 3 JSON output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R067R113_E046includes_documented_schemaR113_E041Table 3 JSON contains source, notes, variables, units, relationships metadata; schema beta.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R068R113_E040publishes_table_3_csvR113_E047SSA website exposes CSV file for table 3; dataset can be regenerated following monthly corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R069R113_E047is_companion_artifact_ofDATA_MONTHLY_SNAPSHOT_FLATTable 3 CSV output is part of existing Monthly Statistical Snapshot flattened time-series product.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R070R113_E047requires_json_metadata_for_interpretationR113_E041Table 3 CSV consumers are directed to corresponding JSON/edition for metadata.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R071DATA_MONTHLY_STAT_SNAPSHOThas_archived_html_editionsR113_E039HTML Monthly Statistical Snapshot archive is source of flattened time series files.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R072R113_E039is_input_toR113_E040SSA explicitly states monthly regeneration from full HTML archive, including corrections.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R073R113_E040publishesDATA_MONTHLY_SNAPSHOT_FLATCompanion flattened data product generated monthly from archived HTML.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R074R113_E041applies_toDATA_MONTHLY_SNAPSHOT_FLATBeta schema keys may change; do not imply stable identifiers for downstream integration.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R075SYS_MBRis_administrative_data_input_forDATA_MONTHLY_STAT_SNAPSHOTAugust 2026 snapshot table 1 explicitly cites 100-percent MBR data, not a physical ETL pipeline.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R076SYS_SSRis_administrative_data_input_forDATA_MONTHLY_STAT_SNAPSHOTAugust 2026 snapshot table 1 explicitly cites 100-percent SSR data; transport not established.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R077PROC_NUMIDENT_ASSOC_RECONrequires_staff_action_after_parent_attribute_updateSYS_MBRJune 2026 policy directs conditional staff review/action for parent-name change; no automatic Numident-to-MBR write.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R078PROC_NUMIDENT_ASSOC_RECONrequires_staff_action_after_parent_attribute_updateSYS_SSRJune 2026 policy directs conditional staff review/action for SSI parent-name cases.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R079PROC_NUMIDENT_ASSOC_RECONrequires_staff_action_after_parent_attribute_updateAPP_ERPSJune 2026 policy directs review of representative-payee record when parent data changed; eRPS is not necessarily automatically updated.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R080REPO_SSA_VENDORdescribed_as_market_research_source_forR113_E048Undated SSA OAG acquisition page describes vendor database as used for COTR market research; contemporary deployment not confirmed.2026-10-074Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R081R113_E049requires_wet_signature_processingR113_E031SSA-3288 paper or fillable form must be physically wet signed and submitted through accepted channels.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R082R113_E049carries_record_specific_consent_underR113_E038SSA-3288 must specify person, recipient, purpose, records and disclosure duration; broad all records requests invalid.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R113_R083R113_E049includes_optional_subject_address_distinct_fromR113_E037Address of consenting subject optional; third-party release recipient address required; no master beneficiary update.2026-10-075Only documented business or data-product relationship; avoid inferring data persistence, automation or master-record update.R114_REL001R114_E001component_ofR114_E002Current CMA 1310 identifies the Return Transaction File as part of CADE IMF.2026-10-085R114_REL002R114_E002corresponds_to_IRS_system_of_recordsDB_IRS_IMFCADE IMF is Treasury/IRS system of records 24.030 in the current CMA.2026-10-085R114_REL003EX_CMA1310_IRS_PREMIUMretrieves_MAGI_fromR114_E001IRS extracts IRMAA MAGI from RTF weekly; output filtered by applicable income threshold.2026-10-085R114_REL004SYS_MBRprovides_identifiers_forR114_E004MBR 60-0090 is the SSA system of records supplying Medicare enrollee identity to IRS for IRMAA.2026-10-085R114_REL005R114_E004sent_toORG_IRSSSA transmits electronic IRMAA identifiers each Thursday; IRS responds by the following Wednesday.2026-10-085R114_REL006R114_E005sent_toORG_IRSSSA transmits an annual enrollee request in October in addition to 51 weekly requests.2026-10-085R114_REL007R114_E001providesR114_E003IRS extracts MAGI and tax-year/filing-status elements from the RTF for qualifying enrollees.2026-10-085R114_REL008R114_E003maintained_inDB_MDBCurrent CMA 1310 explicitly states SSA maintains IRS-provided MAGI information in Medicare Database File, SORN 60-0321.2026-10-085R114_REL009R114_E003used_byAPP_IRMAAIRMAA determination uses IRS MAGI received under CMA 1310, subject to verification/contest rights.2026-10-085R114_REL010EX_CMA1310_IRS_PREMIUMapplies_tax_year_ruleR114_E006Current CMA uses PY-2, with PY-3 under defined availability conditions.2026-10-085R114_REL011EX_CMA1310_IRS_PREMIUMlimited_by_request_retentionR114_E007IRS side request files retained about 90 days; SSA has separate NARA disposition for match file.2026-10-085R114_REL012DB_MDBstores_IRS_providedR114_E003Current signed CMA names MDB as the repository where IRS-derived MAGI is maintained.2026-10-085R114_REL013DB_MDBprovides_identifiers_forR114_E008SSA obtains LIS applicant/recipient identifiers from Medicare Database File, SORN 60-0321.2026-10-085R114_REL014DB_MDBprovides_identifiers_forR114_E009SSA obtains currently eligible LIS recipient identifiers from MDB for annual IRS request.2026-10-085R114_REL015R114_E008sent_weekly_toORG_IRSSSA transmits LIS new-applicant requests weekly; IRS returns IRMF extract based on current electronically available tax year.2026-10-085R114_REL016R114_E009sent_annually_toORG_IRSSSA requests one annual verification of current LIS recipients; IRS advance notification at least 30 days.2026-10-085R114_REL017DB_IRS_IRMFsuppliesR114_E010IRS extracts unearned-income data from IRMF using its DIFSLA extraction process.2026-10-085R114_REL018EX_CMA1305_IRS_PARTDuses_weekly_inputR114_E008CMA 1305 supports ongoing weekly LIS applicant self-certification checks.2026-10-085R114_REL019EX_CMA1305_IRS_PARTDuses_annual_inputR114_E009CMA 1305 supports annual recipient eligibility verification.2026-10-085R114_REL020R114_E010containsR114_E011Specified LIS response data include payee mailing address, not a documented master-benefit-address overwrite.2026-10-085R114_REL021R114_E010containsR114_E012Specified LIS response data include payer address; it identifies an income source not a beneficiary residence.2026-10-085R114_REL022R114_E010maintains_unearned_income_information_inDB_MDBCurrent CMA 1305 states unearned-income information received from IRS is maintained in the SSA Medicare Database File. Does not establish address field persistence.2026-10-085R114_REL023R114_E010requires_independent_verification_before_adverse_LIS_actionR114_E013SSA must verify information and provide contest rights before adverse LIS determination or subsidy adjustment.2026-10-085R114_REL024EX_CMA1305_IRS_PARTDuses_same_extract_process_asEX_CMA1016_IRS_DISFLALIS IRS extraction uses the same IRS DIFSLA process; different legal purpose and match number from SSI CMA1016.2026-10-085R114_REL025EX_CMA1305_IRS_PARTDlimited_by_IRS_input_retentionR114_E007IRS retains the SSA LIS input/tickler files about 90 days under GRS 5.2 item 010 before destruction.2026-10-085R114_REL026EX_CMA1016_IRS_DISFLArequires_annual_security_reportingR114_E014CMA 1016 requires annual Safeguard Security Report certified by SSA leadership and delivered by January 31.2026-10-085R114_REL027EX_CMA1016_IRS_DISFLArequires_match_file_dispositionR114_E015SSA match file retention until purpose and NARA requirements met; IRS input file roughly 90 days.2026-10-085R114_REL028R114_E015uses_IRS_transitory_retention_controlR114_E007CMA1016 90-day IRS finder file control is consistent with GRS 5.2 Item 010 transitory files.2026-10-085R114_REL029EX_CMA1016_IRS_DISFLAreimbursed_viaR114_E016CMA specifies at least monthly IRS invoicing and SSA reimbursement through Treasury federal interagency mechanism.2026-10-085R114_REL030R114_E016usesSVC_GINVOICINGCMA 1016 calls for Fiscal Service G-Invoicing for FY2026 and beyond.2026-10-085R114_REL031R114_E016generatesSVC_IPACG-Invoicing generates an Intra-governmental Payment and Collection bill under CMA1016.2026-10-085R114_REL032R114_E016uses_documentationR114_E017FS7600A and FS7600B define reimbursable interagency costs for the matching program.2026-10-085R114_REL033DB_MDBprovides_identifiers_forR114_E020MDB SORN 60-0321 supplies Extra Help applicant/recipient identifier extract.2026-10-085R114_REL034R114_E020sent_toORG_BFSSSA sends weekly and annual savings securities finder files to Treasury Fiscal Service.2026-10-085R114_REL035ORG_BFSmatches_againstR114_E023Fiscal Service compares matched SSNs against SORN .014 securities ownership records.2026-10-085R114_REL036R114_E023containsR114_E018Definitive security matches include denomination, serial number, series, issue date and redemption value.2026-10-085R114_REL037R114_E023containsR114_E019Book-entry response includes purchase amount, account/confirmation numbers, issue date and redemption value.2026-10-085R114_REL038R114_E020producesR114_E021Fiscal Service response within five business days; annual recipient file substitutes for one weekly submission.2026-10-085R114_REL039R114_E021provides_alertsR114_E022Positive savings-security matches generate ownership alerts requiring independent verification.2026-10-085R114_REL040R114_E022must_be_verified_viaR114_E024Disputed bond ownership requires signed authorization and controlled Treasury contact via Minneapolis SSA field office.2026-10-085R114_REL041EX_CMA1304_BFS_PARTDusesR114_E020Savings match is for Medicare Part D Extra Help, not SSI AFI or beneficiary bank address update.2026-10-085R114_REL042EX_CMA1304_BFS_PARTDreceivesR114_E021Treasury reports matched savings securities or no-match indicator; no address fields in specified response.2026-10-085R114_REL043SVC_SAM_GOVautomatically_updates_vendor_financial_information_inDB_VENDOR_PAYMENT_UNNAMEDSSA says vendor SAM direct-deposit financial changes automatically update its vendor database; internal database product and field mapping unnamed.2026-10-085R114_REL044R114_E025uses_external_registrationSVC_SAM_GOVSAM-enrolled vendor routing/account changes updated in SSA database through SAM.2026-10-085R114_REL045R114_E025uses_manual_formFORM_SF3881Non-SAM vendors submit signed ACH SF3881 to DAPS; site marks downloadable document archival/historical.2026-10-085R114_REL046ORG_DAPSprocessesR114_E025SSA DAPS administers vendor payment enrollment and maintenance; not benefit recipient direct deposit.2026-10-085R114_REL047APP_FIVRprovides_query_access_toR114_E026SSA vendor page identifies FIVR as 24/7 automated voice access to administrative vendor payment activity, not proof of a specific DB backend.2026-10-085R114_REL048SVC_TREASURY_IPPdisplaysR114_E026Treasury IPP displays enrolled vendor payment and invoice data from enrollment forward, restricted per vendor.2026-10-085R114_REL049SVC_TREASURY_IPPsupportsR114_E027Vendors can receive email notifications or detailed remittance information from Treasury IPP.2026-10-085R114_REL050ORG_DAPSsupports_vendor_payments_access_usingSVC_TREASURY_IPPSSA vendor center directs administrative vendors to Treasury IPP payment status service.2026-10-085R114_REL051DATA_OACT_SOLVENCY_PROVISIONSpublishes_category_datasetR114_E028Tax-benefit options provide detailed single-year OASDI financial estimate tables; proposed options not deployed benefit/tax policies.2026-10-085R114_REL052DATA_OACT_SOLVENCY_PROVISIONSpublishes_graphs_and_summariesR114_E029Tax-benefit options have summary measures and graphs using 2026 intermediate Trustees assumptions.2026-10-085R114_REL053R114_E029corresponds_toR114_E028Public OACT provides summary graphs and detailed annual tables for the same option set.2026-10-085R114_REL054R114_E031uses_pending_cases_fromAPP_CPMSSSA open-data source identifies CPMS case records pending ALJ determination as input microdata.2026-10-085R114_REL055R114_E031matches_death_data_fromSYS_NUMIDENTOffice of Chief Actuary identifies deaths using Numident data queried for analytical research.2026-10-085R114_REL056R114_E031producesR114_E030Historical 2006–2017 CSV updated June 2018; death data use for publication is not production cross-record mutation.2026-10-085R114_REL057R114_E030identifies_claimants_fromAPP_CPMSPublic statistic covers pending ALJ appeal population as documented in CPMS.2026-10-085R114_REL058R114_E033reads_claim_information_fromAPP_MCSMCS holds field-office and internet initial RSI/Medicare claims and corresponding receipt/clearance counts.2026-10-085R114_REL059R114_E033downloads_nightly_toDB_TITLE2_ODSSSA downloads MCS information nightly into the Title II Operational Data Store, its initial claims management-information source.2026-10-085R114_REL060R114_E033uses_reporting_periods_fromDATA_DOWRDistrict Office Workload Report receipt dates and administrative month conventions define published monthly reporting periods.2026-10-085R114_REL061R114_E033producesR114_E032Batch aggregations of Title II ODS-derived MCS claims and DOWR dates produce national monthly CSV.2026-10-085R114_REL062DB_TITLE2_ODSsupports_publication_ofR114_E032SSA explicitly identifies Title II ODS as source of initial claims management information used to prepare the published counts.2026-10-085R114_REL063R114_E034published_as_part_ofDATA_CLIENT_LANGUAGE_PREFPublished quarterly RSI claims spoken-language preference series; source does not identify physical language-preference database.2026-10-085R114_REL064DATA_EBE_USCIS_MAILING_ADDRESSsubject_toR114_E035EBE postal address supplied on USCIS application is confirmed against current card processing status, not asserted as current residence.2026-10-085R114_REL065R114_E035uses_evidence_fromSYS_NUMIDENTNumident EBE application cycle date determines whether existing card is still in delivery window.2026-10-085R114_REL066R114_E035may_requireAPP_SSNAPChanged/stale EBE card mailing address can require SSNAP replacement application; no program-benefit-record address update established.2026-10-085R114_REL067APP_IRPArequiresR114_E036Users must have current paper payee report and report identification codes to use iRPA.2026-10-085R114_REL068APP_IRPAproducesR114_E037User receives confirmation number; SSA public portal describes 30-day viewing window, not permanent retention.2026-10-085R114_REL069APP_IRPAuses_login_servicePLAT_BSOOrganizational payees registering for iRPA are directed through Business Services Online.2026-10-085R114_REL070PLAT_BSOsupports_organizational_payee_accountingAPP_IRPASSA BSO currently offers organizational payee accounting using Login.gov/ID.me; individual access through my Social Security.2026-10-085R114_REL071UI_IRMAA_PYTYimplementsR114_E038PYTY screen selects highest probative tax data or new tax data for beneficiary-initiated new initial IRMAA determination.2026-10-085R114_REL072R114_E038uses_existing_tax_data_fromAPP_IRMAAData on file is considered in beneficiary new initial determinations; does not change underlying IRS data.2026-10-085R114_REL073UI_IRMAA_IRMApopulated_byUI_IRMAA_PYTYHighest probative data propagates into IRMA screen and locks those copied values against editing.2026-10-085R115_REL001R115_E001includes_previously_cataloged_projection_methodPROC_OACT_FERTILITY_PROJ2026 Demography Process contains a fertility or mortality modeling operation; the existing OACT method entity is reused rather than duplicating it.2026-10-084R115_REL002R115_E001includes_previously_cataloged_projection_methodPROC_OACT_MORTALITY_PROJ2026 Demography Process contains a fertility or mortality modeling operation; the existing OACT method entity is reused rather than duplicating it.2026-10-084R115_REL003R115_E001contains_documented_model_subprocessR115_E0022026 model documentation names the HISTORICAL SOCIAL SECURITY AREA POPULATION subprocess as a component of Demography.2026-10-083R115_REL004R115_E001contains_documented_model_subprocessR115_E0032026 model documentation names the LAWFUL PERMANENT RESIDENT IMMIGRATION subprocess as a component of Demography.2026-10-083R115_REL005R115_E001contains_documented_model_subprocessR115_E0042026 model documentation names the TEMPORARY OR UNLAWFULLY PRESENT IMMIGRATION subprocess as a component of Demography.2026-10-083R115_REL006R115_E001contains_documented_model_subprocessR115_E0052026 model documentation names the MARRIAGE subprocess as a component of Demography.2026-10-083R115_REL007R115_E001contains_documented_model_subprocessR115_E0062026 model documentation names the DIVORCE subprocess as a component of Demography.2026-10-083R115_REL008R115_E001contains_documented_model_subprocessR115_E0072026 model documentation names the PROJECTED SOCIAL SECURITY AREA POPULATION subprocess as a component of Demography.2026-10-083R115_REL009PROC_OACT_IMMIGRATION_PROJhas_demography_componentR115_E003Immigration projection incorporates the LPR migration stream; no transport or physical model platform inferred.2026-10-084R115_REL010PROC_OACT_IMMIGRATION_PROJhas_demography_componentR115_E004Immigration projection incorporates the TEMP migration stream; no transport or physical model platform inferred.2026-10-084R115_REL011R115_E002supplies_demographic_inputs_toR115_E007Demography uses the HIST category as a projection input; applies actuarial forecast assumptions rather than individual case records.2026-10-084R115_REL012R115_E003supplies_demographic_inputs_toR115_E007Demography uses the LPR category as a projection input; applies actuarial forecast assumptions rather than individual case records.2026-10-084R115_REL013R115_E004supplies_demographic_inputs_toR115_E007Demography uses the TEMP category as a projection input; applies actuarial forecast assumptions rather than individual case records.2026-10-084R115_REL014R115_E005supplies_demographic_inputs_toR115_E007Demography uses the MARR category as a projection input; applies actuarial forecast assumptions rather than individual case records.2026-10-084R115_REL015R115_E006supplies_demographic_inputs_toR115_E007Demography uses the DIV category as a projection input; applies actuarial forecast assumptions rather than individual case records.2026-10-084R115_REL016PROC_OACT_FERTILITY_PROJsupplies_demographic_assumptions_toR115_E007Birth-rate assumptions are combined with other demographic assumptions to forecast Social Security area population.2026-10-084R115_REL017PROC_OACT_MORTALITY_PROJsupplies_demographic_assumptions_toR115_E007Mortality assumptions form inputs to the total population projection.2026-10-084R115_REL018R115_E002establishes_historical_population_basisR115_E0082026 Trustees population methodology identifies December 31, 2023 starting area-population stock and published adjustments.2026-10-084R115_REL019R115_E008is_projection_base_forR115_E007OACT population projections begin with December 31, 2023 adjusted Social Security area population.2026-10-084R115_REL020R115_E007publishes_model_outputR115_E0092026 projected population estimates are produced by age, sex, marital status to 2100; output is model-derived and not an SSA operational person record.2026-10-084R115_REL021R115_E007produces_model_population_categoryR115_E0102026 model documentation lists projected civilian noninstitutionalized population by age, sex and marital status.2026-10-083R115_REL022R115_E009published_in_tableDATA_OACT_TR_VA3_POP_DEP2026 Trustees table V.A3 presents broad age-group historical and projected area-population totals and dependency ratios.2026-10-084R115_REL023R115_E001provides_projected_population_inputs_toR115_E0112026 OACT model describes demographic outputs flowing to economics, beneficiaries or trust fund/actuarial process.2026-10-083R115_REL024R115_E001provides_projected_population_inputs_toR115_E0122026 OACT model describes demographic outputs flowing to economics, beneficiaries or trust fund/actuarial process.2026-10-083R115_REL025R115_E001provides_projected_population_inputs_toR115_E0132026 OACT model describes demographic outputs flowing to economics, beneficiaries or trust fund/actuarial process.2026-10-083R115_REL026DB_USPS_NCOAcandidate_match_requiresR115_E0142019 policy specifies exact matching of identity and prior USPS address; applies Title II only.2026-10-084R115_REL027PROC_NCOA_TITLEIIscreens_forR115_E014NCOA Title II processing uses exact-match identity and original-address gate.2026-10-084R115_REL028R115_E014may_enableR115_E015Qualified NCOA matches for direct deposit or selected nonpayment categories can be automatically posted if no intervening COA.2026-10-084R115_REL029R115_E014may_require_manual_confirmationR115_E016Other NCOA match categories require a beneficiary/payee call and separate ordinary COA processing.2026-10-084R115_REL030R115_E015conditionally_updatesSYS_MBRPOMS explicitly states automatic Title II Redesign NCOA posting; not a general USPS-to-SSR or IRS-to-MBR update.2026-10-084R115_REL031R115_E015marks_updated_address_withR115_E018The MBR NCOA L ZIP flag becomes P when the new address posts.2026-10-084R115_REL032R115_E016creates_pending_notice_indicatorR115_E019MBR retains L when confirmation not received and record may recur in future NCOA run.2026-10-084R115_REL033R115_E016may_set_opt_outR115_E017When beneficiary declines USPS address, old address is reinput and X excludes next NCOA selection.2026-10-084R115_REL034DATA_TITLEII_ZIP_FLAGhas_documented_ncoa_valueR115_E019Specific NCOA values are documented in 2019 POMS; generic ZIP flag already present in Atlas.2026-10-084R115_REL035DATA_TITLEII_ZIP_FLAGhas_documented_ncoa_valueR115_E018Specific NCOA values are documented in 2019 POMS; generic ZIP flag already present in Atlas.2026-10-084R115_REL036DATA_TITLEII_ZIP_FLAGhas_documented_ncoa_valueR115_E017Specific NCOA values are documented in 2019 POMS; generic ZIP flag already present in Atlas.2026-10-084R115_REL037R115_E014does_not_post_title_xvi_addressSYS_SSRPOMS expressly limits NCOA processing to Title II, excluding automatic Title XVI/SSR updates.2026-10-084R115_REL038EX_CREDIT_BUREAU_REPORTINGtransmits_identity_debt_address_artifactR115_E022Documented outgoing debt/identity/address information; separate from incoming credit bureau address lookups.2026-10-084R115_REL039R115_E022is_submitted_toORG_CREDIT_REPOSITORIESSSA reports delinquent debtor fields to national repositories, which distribute them to smaller credit bureaus.2026-10-084R115_REL040APP_ECOapplies_credit_report_60_day_holdR115_E023Due process notices precede SSA reporting to credit repositories; pending disputes and waivers affect selection.2026-10-084R115_REL041R115_E023conditions_release_toR115_E022Eligible debt/identity record is only reportable after the due process gate or later required review disposition.2026-10-084R115_REL042R115_E020updatesR115_E022Title II monthly update can include changed address, repayments and collection status.2026-10-084R115_REL043R115_E021updatesR115_E022Title XVI monthly update can include changed address, repayments and protests.2026-10-084R115_REL044R115_E020is_delivered_viaEX_CREDIT_BUREAU_REPORTINGTitle II outgoing report updates flow through existing credit reporting exchange; mechanism not claimed.2026-10-084R115_REL045R115_E021is_delivered_viaEX_CREDIT_BUREAU_REPORTINGTitle XVI outgoing report updates flow through existing credit reporting exchange; mechanism not claimed.2026-10-084R115_REL046APP_ACDVhas_federal_response_deadlineR115_E024Credit bureau dispute through ACDV requires SSA response within 30 days or the bureau deletes the debt item.2026-10-084R115_REL047R115_E024requires_claim_verification_inSYS_SSRTitle XVI ACDV disputes generally resolve by verifying disputed debt fact or amount against the SSR.2026-10-084R115_REL048APP_DMSsupports_authorized_credit_report_deletionR115_E025Current SSI instructions identify DMS role in contacting the person with authority to remove debt from credit file.2026-10-084R115_REL049ORG_NEPSCcoordinates_reported_debt_removalR115_E025NEPSC Program Analyst or Regional Office escalation for approved protest or discharged bankruptcy.2026-10-084R115_REL050R115_E025may_delete_fromORG_CREDIT_REPOSITORIESAfter verified grounds, SSA authorizes deletion at credit repository; actual external record is not an SSA payment master.2026-10-084R115_REL051R115_E021does_not_imply_inbound_credit_address_updateSYS_SSRSSA outbound changed-address updates to bureaus do not establish an inbound bureau-to-SSR address correction mechanism.2026-10-084R115_REL052DB_SCDDsupplies_demographics_and_workload_toR115_E027SSA Open Data identifies SCDD, populated from SUMS workload and Integrated Client Database-sourced client tables, as source of LEP reports.2026-10-085R115_REL053DB_SUMS_CLIENT_TABLEScontributes_client_demographics_toR115_E027SUMS client-table demographics including spoken/written language, sex and age range are input to SCDD aggregation.2026-10-085R115_REL054SYS_ICDBis_upstream_demographic_record_source_forR115_E027Integrated Client Data Base sources SUMS client tables; relationship is for statistical compilation, not program-record address updates.2026-10-085R115_REL055R115_E027publishesR115_E026SSA publishes official quarterly spoken-language-preference CSV for ESRD Medicare applications, FY2023 onward.2026-10-085R115_REL056DB_IRS_IMFsupplies_statement_only_address_toDATA_IRS_STATEMENT_MAIL_ADDRIRS IMF taxpayer mailing addresses are used under IRC 6103(m)(7) to mail automatic Social Security Statements; no authority to auto-update MBR/SSR inferred.2026-10-084R115_REL057DATA_IRS_STATEMENT_MAIL_ADDRused_for_statement_distribution_not_benefits_changeAPP_PEBESPEBES obtains IMF addresses for printing/mailing automatic Statements; documentation does not describe benefit-master address update.2026-10-084R115_REL058APP_W2_ONLINE_2026has_planned_territory_supportR115_E028W-2 2026-01 newsletter names early December 2026 as expected territory support date.2026-10-084R115_REL059SVC_WAGE_FILE_UPLOADremains_available_duringR115_E028SSA described Wage File Upload as territory filing option pending new application support.2026-10-084R116_REL001EX_SSI_IRS_1099supplies_transaction_payee_dataR116_E001POMS describes interface tax data as containing payee address and taxpayer ID, which are not necessarily identical to claimant address.2026-10-084R116_REL002EX_SSI_IRS_1099supplies_transaction_payer_dataR116_E002Transaction record identifies the financial-institution, employer, or agency payer who submitted the report.2026-10-084R116_REL003DB_SSI_IRS_INTERFACEhistorically_exposesR116_E005Two recent years of IRS data were available on SSI/IRS interface database per 2017 POMS.2026-10-084R116_REL004DB_SSI_IRS_INTERFACEsubject_to_disposition_record_controlR116_E003Case-development outcomes must be recorded until following-year alerts complete; do not confuse with IRS interface database retention.2026-10-084R116_REL005DB_SSI_IRS_INTERFACEsubject_to_alert_copy_destruction_controlR116_E004Tax-data alert printouts are destroyed after independent verification unless serving as restricted disposition record.2026-10-084R116_REL006R116_E001must_not_be_assumed_to_updateDATA_SSR_ADFinancial transaction payee address is a tax alert, not an SSI address-change directive; no automatic posting verified.2026-10-084R116_REL007APP_SSTNGqueries_interface_windowR116_E005SSTNG was documented as immediate route for last two years of IRS match data; historical policy as of 2017.2026-10-084R116_REL008PORTAL_SUMS_MCAS_MI_CENTRALqueries_interface_windowR116_E005MI Central RZ/LI listings provide overnight retrieval of IRS match data by housed-under number.2026-10-084R116_REL009EX_EABuses_state_quality_gateR116_E007State BVS birth certificates and state registration are authoritative for incoming EAB registration data; SSA processes records as received.2026-10-084R116_REL010EX_EABhas_identified_duplicate_riskR116_E008OIG found 420 newborns apparently issued multiple SSNs without corresponding cross-references in Numident.2026-10-084R116_REL011R116_E006reviewsR116_E008OIG recommended reviewing possible duplicate infancy identities case by case, not assuming misuse or automatic corrections.2026-10-084R116_REL012R116_E006may_require_linkingDATA_NUMIDENT_MULTI_SSN_XREF_ATTRWhere sufficient evidence exists, additional SSNs may be cross-referenced to the original identity.2026-10-084R116_REL013R116_E006may_designate_retiredDATA_SSN_RETIREMENT_DESIGSSA agreed to review potential duplicates; potential remedy includes designation of additional SSNs as retired.2026-10-084R116_REL014PROC_NCPrequires_documented_original_evidenceAPP_IRON2026 Numident policy requires review of original SS-5 or microprint or qualifying automated-enumeration source documentation before keying-error correction.2026-10-084R116_REL015PROC_NUMIDENT_CROSS_RECORD_UPDATErequires_program_record_separate_reviewSYS_MBRCorrecting Numident sex code or parent name can require separately updating beneficiary records, not universal automatic propagation.2026-10-084R116_REL016PROC_NUMIDENT_CROSS_RECORD_UPDATErequires_program_record_separate_reviewSYS_SSRCorrecting Numident sex code or parent name can require separate SSI record review and action.2026-10-084R116_REL017R116_E009stores_scanned_documents_inREPO_CEFAfter scanning via onsite DDS scanning or contractor, source documents become electronically accessible in CEF.2026-10-084R116_REL018R116_E009may_use_contracted_processingR116_E013DDS can send paper source documents to unnamed contracted scanner; no specific vendor established.2026-10-084R116_REL019R116_E009requires_post_verification_source_destructionREPO_CEFDDS destroys originals that it locally scans only after verifying CEF access.2026-10-084R116_REL020R116_E010uses_document_management_architectureCOMP_DMADMA barcodes identify and index medical evidence; missing/unreadable codes require exception work.2026-10-084R116_REL021R116_E010corrects_folder_indexing_intoREPO_CEFContract scanner can return improperly indexed material or DDS must manually index the scanned evidence.2026-10-084R116_REL022R116_E011converts_media_forREPO_CEFEmail/CD evidence is printed then scanned; sending via ERE avoids the print step.2026-10-084R116_REL023R116_E012routes_trailer_evidence_toREPO_CEFPost-closure DDS evidence is handled as CEF trailer material under dedicated guidance.2026-10-084R116_REL024APP_EREautomatically_uploads_registered_source_evidence_toREPO_CEFERE submissions from registered medical providers and copy services automatically upload into CEF under DI 81020.060E.2026-10-084R116_REL025COMP_DMAroutes_barcode_faxes_toREPO_CEFMedical evidence faxes with DMA barcodes automatically upload to CEF.2026-10-084R116_REL026APP_MEGAHITrequires_request_authorizationR116_E014Both listed EDCS source and signed SSA-827 in EF are required for automated HIE request.2026-10-084R116_REL027APP_MEGAHITapplies_single_initial_request_controlR116_E015POMS documents one electronic HIE request even with multiple claims/participating sources in case.2026-10-084R116_REL028APP_MEGAHITapplies_no_automatic_reissue_ruleR116_E017MEGAHIT does not generate another request after HIT Response/no records.2026-10-084R116_REL029APP_MEGAHITuses_payment_eligibility_ruleR116_E016Valid initial HIT medical records response may generate HIE payment; no records response does not.2026-10-084R116_REL030DATA_HIT_REQUESTrecords_hie_request_metadataR116_E015HIT Request artifact records participating source, HIE, date range and request date in EF yellow back.2026-10-084R116_REL031DATA_HIT_RESPONSEsignals_payment_exclusion_underR116_E016HIT Response only/no records does not trigger HIE response payment.2026-10-084R116_REL032APP_EDCSsupplies_source_list_for_authorizationR116_E014EDCS listed HIE participant sources are prerequisite to MEGAHIT initial requests.2026-10-084R116_REL033SVC_E1696delivers_image_toR116_E018After signed e1696 is submitted, WorkTrack contains the electronic SSA-1696-APP image for servicing FO.2026-10-084R116_REL034R116_E018passes_appointment_toAPP_RASRServicing field-office staff enter and adjudicate appointment info in RASR after WorkTrack receipt.2026-10-084R116_REL035APP_WORKTRACKsupports_receipt_ofR116_E018WorkTrack is the named application route for incoming electronically signed SSA-1696-APP.2026-10-084R116_REL036APP_RASRenforces_claim_specific_scopeR116_E019RASR staff follow SSA-1696 claim/issue scope rather than assuming universal representation.2026-10-084R116_REL037APP_RASRvalidates_fee_assignment_entityR116_E020Representative registration and entity EIN/affiliation must meet rules before directing authorized fees to entity.2026-10-084R116_REL038APP_RASRdefaults_entity_field_withR116_E021If entity info is absent or No EIN box checked, RASR represents the individual as sole proprietor.2026-10-084R116_REL039R116_E022not_claimant_address_update_forSYS_MBRWitness mailing addresses on a paper appointment support signature validity, not master beneficiary COA.2026-10-084R116_REL040R116_E022not_claimant_address_update_forSYS_SSRWitness mailing addresses are not SSI residence address inputs.2026-10-084R116_REL041R116_E023storesR116_E024SSA Data.gov catalog describes audit recommendations, related audit correspondence and actions maintained in audit database.2026-10-084R116_REL042R116_E023supports_review_forORG_SSA_OIGOfficial catalog states audits can be requested by internal/external entities such as OIG/GAO; not an automatic upload claim.2026-10-084R116_REL043R116_E025containsR116_E026SSA catalog says CSS houses contractor information and suitability determination and date.2026-10-084R116_REL044R116_E025governs_personnel_in_contract_contextORG_SSA_OAGContractor Suitability System concerns SSA contract personnel security; no asserted direct IT linkage to contracting apps.2026-10-083R116_REL045ORG_DMDCreceives_ssn_verification_service_viaR116_E027DoD DMDC/PERSEREC catalog describes SSA SSN verification for applicant background screening.2026-10-084R116_REL046R116_E027usesR116_E028Agreement request relates to military/federal/contractor applicant SSN verification; not benefit program information.2026-10-084R116_REL047R116_E029affects_disability_decision_consistencyAPP_EDCSOIG confirmed adoption-versus-new medical determination issue; neither EDCS automatic control nor a specific EDCS input operation was verified.2026-10-083R116_REL048R116_E031governs_claim_denial_recordsSYS_MBRProcess-level Title II claims adjudication issue; not a claimed database-trigger rule.2026-10-083R116_REL049R116_E030requires_correct_post_approval_record_actionSYS_MBRTitle II CIB entitlement/payment dates must reflect correct initial/adopted disability and policy dates.2026-10-083R116_REL050R116_E032has_required_followupR116_E033Audit estimated thousands of missing notices and cases with undocumented election not to file.2026-10-084R116_REL051R116_E032partially_modernized_byR116_E034OIG confirms some notification automation but gaps remain in 2026.2026-10-084R116_REL052R116_E032reviews_offset_cases_onSYS_MBRTitle II workers compensation/public-disability benefit reductions drive eligibility for higher RIB evaluation; not proof a new automated MBR lookup.2026-10-083R116_REL053SYS_SSI_EARN_ALERTsubject_to_timeliness_controlR116_E035OIG estimates >400k recipients with pending earnings alerts; case-by-case resolution and wage evidence documentation needed.2026-10-084R116_REL054R116_E035constrained_byR116_E036Administrative-finality periods can bar revision/recovery for earlier improper payments despite subsequent wage verification.2026-10-084R116_REL055DB_SSI_IRS_INTERFACEcreates_exception_to_resource_tolerance_viaR116_E0375B IRS resource diary overrides routine SSI liquid resource verification tolerance.2026-10-084R116_REL056APP_SSI_FINVERIFYimplements_priority_diary_verificationR116_E037AFI verification needed when relevant 5B/5H/SB/R8/DI resource diaries on RZ/LI.2026-10-084R116_REL057SYS_SSRcarries_diaries_requiring_verificationR116_E037SSI record diary presence forces financial-account verification regardless of balance below usual tolerance.2026-10-084R116_REL058R116_E038requires_reconciliation_toSYS_SSRVerified wage information entered by technician on SSI Claims wages page or SSR; not automatic WVC posting.2026-10-084R116_REL059R116_E038produces_evidence_document_forR116_E039External wage evidence must be recorded and discrepancies resolved under SSI policy.2026-10-084R116_REL060R116_E039may_store_verified_information_inREPO_CEFWage verification documentation can be stored in certified electronic folder.2026-10-084R116_REL061R116_E039may_store_verified_information_inREPO_NDREDNDRED used when CEF unavailable; Evidence Portal carries uploaded supporting documents.2026-10-084R116_REL062R116_E039may_use_locked_record_inAPP_EVIDTechnician may use locked EVID or Report of Contact to document wage verification when applicable.2026-10-084R116_REL063PROC_ERRONEOUS_DEATH_CORRECTIONrequires_reason_documentationR116_E040Death-removal reason, initial cause, and correction steps must be documented to preserve audit trail and future case history.2026-10-084R116_REL064R116_E040protects_authoritative_recordSYS_NUMIDENTDeath corrections affect identity records and downstream DMF content; QA is not a new automatic DMF synchronization claim.2026-10-084R116_REL065R116_E041applies_to_debt_context_fromAPP_ROAROverpayment notice QA concerns records used by Title II recovery processing; does not establish automatic ROAR notice generation.2026-10-083R116_REL066PROC_SSI_UNDERPAY_PREPAY_REVIEWincludes_deceased_recipient_nonpayability_checkR116_E042OIG recommends correcting SSI underpayment records that cannot legally be released after death; manual review and policy controls apply.2026-10-084R116_REL067PORTAL_SUMS_MCAS_MI_CENTRALprovides_5b_development_fromDB_SSI_IRS_INTERFACEPOMS SI 02310.045 names MI Central and SSTNG as routes for controlled and informational 5B alerts; interface is separate from SSR diary posting.2026-10-084R116_REL068SYS_SSRreceives_controlled_5b_diary_fromDB_SSI_IRS_INTERFACEIRS transaction resource/income tolerance rules cause 5B controlled diary on SSR; informational alerts may remain query-only.2026-10-084R117_REL0001FORM_SSA635stored_after_final_review_inAPP_EPSSA-635 is sent to Evidence Portal only after final determination and all applicable review approvals.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0002R117_E001gates_storage_ofFORM_SSA635Hold SSA-635 out of EP when waiver approval requires additional review; store after review completes.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0003R117_E001usesAPP_EPFinalized waiver form is faxed or imported to Evidence Portal.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0004SYS_SSRcontains_fieldR117_E002SSR OPSQ segment carries overpayment sequence number and sequence date recorded on SSA-635.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0005FORM_SSA635referencesR117_E002Title XVI waiver form records SSR OPSQ sequence ID and SQD date; no update to SSR implied.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0006FORM_SSA635referencesR117_E003Title II waiver form references ROAR event identifier.2026-10-085Evidence from SRC_R104_002 does not establish an undocumented technical interface.R117_REL0007R117_E004usesAPP_DMSTitle II waiver review disagreements or requests for additional documentation recorded in DMS remarks.2026-10-085Evidence from SRC_R104_001 does not establish an undocumented technical interface.R117_REL0008R117_E004referencesFORM_SSA635Reviewer may return proposed waiver for missing SSA-635 or insufficient documentation.2026-10-085Evidence from SRC_R104_001 does not establish an undocumented technical interface.R117_REL0009R117_E005governsPROC_OVERPAYMENT_WAIVERAdministrative tolerance depends on ORIGINAL <= $2,000 and household/fault factors, not remaining balance.2026-10-085Evidence from R117_SRC03 does not establish an undocumented technical interface.R117_REL0010R117_E006informsPROC_OVERPAYMENT_WAIVERPaid versus payable chart provides overpayment amount and time period used in waiver determinations.2026-10-085Evidence from R117_SRC06 does not establish an undocumented technical interface.R117_REL0011R117_E007applies_toR117_E006Manual charts and supporting materials must be retained for lifetime of overpayment.2026-10-085Evidence from R117_SRC06 does not establish an undocumented technical interface.R117_REL0012SYS_SSRholds_controlR117_E008KB and priority-select diary conditions recorded on SSR determine limited issue or full RZ.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0013R117_E008defersWORK_SSI_KB_DIARYPriority-select diary triggers limited issue and KB RZ waits until diary maturity.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0014R117_E009updatesSYS_SSRAt 18th birthday, SSI Claims living-arrangement update changes Type of Master Record to DI/BI.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0015R117_E009usesAPP_SSI_CLAIMS_LOGICALSSI Claims posts age-18 living arrangement and household/student changes.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0016R117_E009fallback_usesFORM_SSA1719BNon-SSI Claims cases transmit RZ and SY/TY inputs via SSA-1719B.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0017R117_E010clears_after_monthly_mergeWORK_SSI_KB_DIARYCorrecting erroneous SSR DOB before age 18 clears profile K in next monthly merge.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0018R117_E011followsSYS_MBRTitle II child benefit age-18 termination may set 2F diary on payment record.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0019WORK_SSI_KB_DIARYreviewed_withDB_SSI_PE_ODSDCF and Post Entitlement ODS used to check when disability redetermination scheduled.2026-10-085Evidence from SRC_R96_002 does not establish an undocumented technical interface.R117_REL0020APP_ECOMPScomputesR117_E018eComps calculates SSI RMA and windfall offset figures for manual Title II/XVI offset.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0021APP_ECOMPSproducesR117_E015eComps printout substitutes for paper SSA-4968 RMA worksheets in certain cases.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0022R117_E015substitutes_forFORM_SSA4968SSA-4968 paper payment worksheet may be replaced by an eComps computation printout.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0023R117_E013electronically_replacesR117_E014e4345 is web-based form of SSA-4345-U2, used to exchange windfall offset data between FO and PC.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0024R117_E016usesR117_E014Paper SSA-4345-U2 fallback when e4345 unavailable; later enter information in e4345.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0025R117_E016usesAPP_EPWhen urgent, fax SSA-4345-U2 into electronic folder with Evidence Portal and notify PC.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0026R117_E016returns_toR117_E013e4345 must be updated after service restored, including paper fallback cases.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0027SYS_SSRcontains_fieldR117_E017SSR CMPH state and county code is prefilled from residence ZIP by SSI Claims.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0028APP_SSI_CLAIMS_LOGICALderivesR117_E017Residence ZIP input determines state/county code for SSI supplementary payment computation; not an independent postal address source.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0029R117_E017part_ofDATA_SSR_CMPH_SEGMENTSSR Computation History segment contains state/county coding based on residence ZIP.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0030R117_E018posted_with_separate_action_toSYS_SSRManual windfall offset result must be posted to SSR using SM 01320.201; no automatic transfer inferred.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0031APP_ECOMPSfeeds_worksheet_equivalentFORM_SSA4346U2Windfall Results/Offset Summary tabs correspond to paper SSA-4346-U2.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0032R117_E015stored_viaAPP_EPFor claims without an electronic folder accessible through eView, output may be stored through Evidence Portal/NDRed.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0033R117_E013supports_cross_component_exchange_forR117_E018Field office and processing center exchange Title II figures needed to compute offset.2026-10-085Evidence from SRC_R30_005 does not establish an undocumented technical interface.R117_REL0034R117_E019awarded_contractR117_E020SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0035R117_E020procures_or_supportsEX_AFI_FIAccuity was SSA AFI contractor under 2021 award per FY2022 forecast. This does not establish vendor in October 2026.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0036R117_E021awarded_contractR117_E022SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0037R117_E022procures_or_supportsR117_E033Experian awarded beneficiary online identification and verification services; mapping to specific deployed SSA application is not proven.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0038R117_E023awarded_contractR117_E024SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0039R117_E024procures_or_supportsAPP_SAFEICF had SSA SAFE development and maintenance order in 2021.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0040R117_E025awarded_contractR117_E026SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0041R117_E026procures_or_supportsPLAT_NETWORKNorthrop Grumman network infrastructure BPA from 2021; no network topology implied.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0042R117_E027awarded_contractR117_E028SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0043R117_E028procures_or_supportsPLAT_NETWORKColossal Contracting network equipment/software supply contract; no deployed product brand implied.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0044R117_E029awarded_contractR117_E030SSA FY2022 forecast identifies the contractor and corresponding SSA awarded contract.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0045R117_E030procures_or_supportsR117_E034Tyto Athene multimedia support award; no named underlying audiovisual platform inferred.2026-10-084Historical award evidence only; not proof of modern deployment or exact software platform.R117_REL0046R117_E020appears_inR117_E031OAG November 2023 snapshot lists 2021 contract and several AFI-related delivery orders for Accuity.2026-10-085Evidence from R117_SRC08 does not establish an undocumented technical interface.R117_REL0047R117_E019supports_historical_afi_liaisonR107_E005Official procurement retrospectively identifies 2021–2026 Accuity contractor, but not necessarily the vendor servicing Oct 2026 transaction.2026-10-084Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0048R117_E032has_historical_support_awardR117_E026Network infrastructure services BPA confirmed in SSA historical acquisition forecast.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R117_REL0049R117_E032has_separate_equipment_awardR117_E028Separate network equipment and software requirements contract confirmed awarded to Colossal Contracting.2026-10-085Evidence from R117_SRC07 does not establish an undocumented technical interface.R118_REL0001APP_IRONretrieves_historical_evidenceR118_E001IRON provides original SS-5/microprint for keying-error review.2026-10-085R118_REL0002APP_SS5_REPRINTSretrieves_historical_evidenceR118_E001SS-5 Reprints provides prior SS-5 for the same correction review.2026-10-085R118_REL0003R118_E001required_by_documented_keying_error_gatePROC_NCPDocumented original-application mismatch, or verifiable EAB source error, is needed before NCP.2026-10-085R118_REL0004SYS_NUMIDENTtriggers_conditional_reconciliationR118_E002When Numident sex code changes, policy requires updates to other affected program records.2026-10-085R118_REL0005R118_E002requires_applicable_staff_record_actionSYS_MBRPolicy requires technicians to update applicable SYS_MBR information after Numident correction; no automatic interface established.2026-10-084R118_REL0006R118_E002requires_applicable_staff_record_actionSYS_SSRPolicy requires technicians to update applicable SYS_SSR information after Numident correction; no automatic interface established.2026-10-084R118_REL0007R118_E002requires_applicable_staff_record_actionAPP_ERPSPolicy requires technicians to update applicable APP_ERPS information after Numident correction; no automatic interface established.2026-10-084R118_REL0008DATA_NUMIDENT_PARENT_NAMEtriggers_conditional_reconciliationR118_E003Numident parent-name edit triggers inquiry about parent program/payee roles.2026-10-085R118_REL0009R118_E003may_require_related_updateSYS_MBREmployee reviews applicable SYS_MBR records and initiates needed corrections, not universal automatic changes.2026-10-084R118_REL0010R118_E003may_require_related_updateSYS_SSREmployee reviews applicable SYS_SSR records and initiates needed corrections, not universal automatic changes.2026-10-084R118_REL0011R118_E003may_require_related_updateAPP_ERPSEmployee reviews applicable APP_ERPS records and initiates needed corrections, not universal automatic changes.2026-10-084R118_REL0012R118_E004may_substitute_as_verified_input_error_evidence_forPROC_NCPIn established automated-enumeration exchanges, originating-entity documentation can support keying-error correction without an ordinary SS-5.2026-10-085R118_REL0013APP_SSNAPappliesR118_E004SSNAP NCP evaluates substantiated source-entity error for automated enumeration transactions.2026-10-085R118_REL0014APP_SSNAPappliesR118_E005SSNAP processes record corrections even when card replacement is unnecessary.2026-10-085R118_REL0015R118_E005separates_record_update_from_card_issuance_onSYS_NUMIDENTA Numident record attribute may change without printing or issuing a replacement SSN card.2026-10-085R118_REL0016APP_UPLOAD_DOCUMENTSoffers_submissions_subject_toR118_E006Upload Documents is a documented form submission channel, with additional verification required for the listed forms; step-up implementation unspecified.2026-10-084R118_REL0017FORM_SSA827requires_additional_identity_verification_for_online_submissionR118_E006SSA Forms catalog explicitly requires further identity verification to electronically submit FORM_SSA827.2026-10-085R118_REL0018FORM_SSA_2574requires_additional_identity_verification_for_online_submissionR118_E006SSA Forms catalog explicitly requires further identity verification to electronically submit FORM_SSA_2574.2026-10-085R118_REL0019FORM_SSA2935requires_additional_identity_verification_for_online_submissionR118_E006SSA Forms catalog explicitly requires further identity verification to electronically submit FORM_SSA2935.2026-10-085R118_REL0020FORM_SSA8510requires_additional_identity_verification_for_online_submissionR118_E006SSA Forms catalog explicitly requires further identity verification to electronically submit FORM_SSA8510.2026-10-085R118_REL0021FORM_SSA454BKrequires_additional_identity_verification_for_online_submissionR118_E006SSA-454-BK appears in SSA list of five step-up forms.2026-10-085R118_REL0022APP_UPLOAD_DOCUMENTSoffers_public_pdf_submission_route_matchingR118_E007SSA Forms describes Upload Documents as its document submission feature, alongside distinct Complete Online Form options; per-form backend unspecified.2026-10-084R118_REL0023FORM_HA85offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA85; this does not prove an automated hearing-case update.2026-10-084R118_REL0024FORM_HA86offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA86; this does not prove an automated hearing-case update.2026-10-084R118_REL0025FORM_HA539offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA539; this does not prove an automated hearing-case update.2026-10-084R118_REL0026FORM_HA4631offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA4631; this does not prove an automated hearing-case update.2026-10-084R118_REL0027FORM_HA4632offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA4632; this does not prove an automated hearing-case update.2026-10-084R118_REL0028FORM_HA4633offers_both_online_completion_and_pdf_upload_through_ssa_form_directoryR118_E007SSA Forms directory presents Complete Online and Upload PDF options for FORM_HA4633; this does not prove an automated hearing-case update.2026-10-084R118_REL0029PROC_ERPS_ORG_MASS_CHANGErequires_manual_notice_controlR118_E008SSA explicitly states eRPS does not automatically issue required group-change advance notice.2026-10-085R118_REL0030R118_E008setsWORK_ERPS_MASS_15_DAYStaff establish due-process RPS diary and tickle for 15 days; exceptions documented when beneficiary acknowledges in advance.2026-10-085R118_REL0031PROC_ERPS_ORG_MASS_CHANGEmay_requireR118_E009Payee transfer may require separate affected-beneficiary residence corrections only when addresses have changed.2026-10-085R118_REL0032R118_E009uses_manual_input_screenUI_ERPS_BENEFICIARY_ADDRESS_CHANGETechnician updates beneficiary residence via screen MS 07414.010 when necessary.2026-10-085R118_REL0033PROC_ERPS_ORG_MASS_CHANGEcreatesR118_E010Mass-change uses one SSA-11 plus complete list of affected beneficiaries; evidence filed by first SSN.2026-10-085R118_REL0034R118_E010stored_inREPO_NDREDSSA-11 evidence may be uploaded to NDRED using Evidence Portal under first beneficiary SSN.2026-10-085R118_REL0035R118_E010alternatively_stored_inAPP_EVIEWSSA-11 evidence may be stored in eView under first beneficiary SSN.2026-10-085R118_REL0036UI_ERPS_MAKE_NOTErecords_pointer_toR118_E010eRPS Make Note records the SSN under which common-payee SSA-11 documentation is stored.2026-10-085R118_REL0037UI_ERPS_ROC_DETAILSrecordsR118_E011eRPS RPOC documentation uses CAPA-CURRENT PAYEE CONTACT in Report section for payee contact.2026-10-085R118_REL0038R118_E011supportsPROC_REP_PAYEE_CAPABILITY_DEVContact is evidence for a new payee capability decision before direct payment.2026-10-085R118_REL0039R118_E012uses_title_xviUI_CCE_ROCNon-eRPS SSI capability contacts use CCE Report of Contact with CAPA-CURRENT PAYEE CONTACT narrative.2026-10-085R118_REL0040R118_E012fallback_documents_inFORM_SSA5002If electronic RPOC unavailable staff prepare SSA-5002 and store it in evidence repository.2026-10-085R118_REL0041FORM_SSA5002may_be_stored_inREPO_NDREDFallback report of contact filed in NDRED via Evidence Portal.2026-10-085R118_REL0042R118_E013alerts_new_evidence_uploaded_toREPO_EFUAT notification follows filing of additional evidence into electronic folder; no UAT backend inferred.2026-10-084R118_REL0043REPO_EFreceives_new_ac_evidence_alert_viaR118_E013FO faxes additional evidence to electronic folder then uses UAT notification to AC; no persistence path specified.2026-10-084R118_REL0044FORM_HA86used_forR118_E014The pending Appeals Council request must be dismissed before new disability application processing.2026-10-085R118_REL0045R118_E014uses_notice_or_dismissal_condition_forAPP_EVIEWPolicy distinguishes evidence/documents in electronic appeal folder from approval of withdrawal; no automatic new claim filing inferred.2026-10-084R118_REL0046APP_MYSSAoffersR118_E015mySSA offers SSA-1099/1042S benefit-statement download and limited paper replacement service.2026-10-085R118_REL0047R118_E016reads_last_mail_address_fromSYS_MBRFor deceased individual, SSA mails SSA-1099 to last MBR address.2026-10-085R118_REL0048R118_E016restricts_portal_use_ofAPP_MYSSAeAccess blocks access to deceased beneficiary mySSA accounts; no new address update implied.2026-10-085R118_REL0049R118_E018documents_available_access_toR118_E017POMS lists South Dakota as state providing authorized SSA online WC record access.2026-10-085R118_REL0050R118_E017supplies_potential_leads_toR118_E018State online records can provide employer/carrier/attorney contact data, with further development sometimes required.2026-10-085R118_REL0051R118_E019uses_reporting_month_convention_fromDATA_DOWRThe CSV uses DOWR administrative workload month, which does not match calendar months exactly.2026-10-085R118_REL0052R118_E020is_companion_toR118_E019Open Data publishes an explicit FY2016 53rd-week file as companion to monthly processing-time series.2026-10-085R118_REL0053DATA_OACT_WORKERS_BEN_TABLEis_published_in_2026_actuarial_single_year_collectionDATA_OACT_TR2026_SINGLE_YEARTable IV.B4 publishes 1945–2100 covered-worker and OASDI-beneficiary series with implied ratios; not an internal production interface.2026-10-084R118_REL0054R118_E021belongs_toDATA_OACT_TR2026_SINGLE_YEARPublished as part of 2026 OASDI Trustees Report single-year tables.2026-10-085R118_REL0055ORG_SSA_OAGimplementsR118_E022OAG directs contracting staff to insert Acquisition 360 survey clause on specified awards; responses are anonymous.2026-10-085R118_REL0056R118_E022applies_toORG_SSA_OITAMandatory provision applies to IT awards over simplified acquisition threshold; not evidence of deployed IT.2026-10-085R118_REL0057ORG_SSA_OAGassigns_information_technology_contracting_toORG_SSA_OITAOAG current homepage names Office of IT Acquisition as SSA office for IT product and related services procurement.2026-10-085R118_REL0058ORG_SSA_OAGassigns_non_it_contracting_toORG_SSA_OOCOAG current homepage names Office of Operations Contracts for facilities and non-IT products and services.2026-10-085R118_REL0059FORM_SSA157requests_review_underR118_E023Federal agency and private entity requests for SSA exchange require SSA-157 for centralized SSA review.2026-10-085R118_REL0060R118_E023governs_partner_exchanges_underORG_PPDXPPDX manages data exchange agreement process with agency business sponsors; only permitted data and legal use covered.2026-10-085R118_REL0061R118_E025may_use_online_state_vital_records_verificationR118_E024SSA benefit application guidance documents optional online BVS verification by field offices, but does not name a persistent SSA system or data feed.2026-10-085R121_REL0001PROC_AWRidentifies_in_validationR121_E001AWR checks death history by SSN when validating earnings.2026-10-085R121_REL0002SYS_NUMIDENTprovides_death_yearR121_E004Numident death-year information is used as a verification key; accuracy must be examined.2026-10-085R121_REL0003R121_E004compared_with_reported_tax_yearR121_E001EAD triggers when death year precedes reported earnings year.2026-10-085R121_REL0004R121_E001assigns_conditionallyR121_E002TY 1991 and later disputed EAD reports use EADR suspense reason.2026-10-085R121_REL0005R121_E002stored_as_code_inDB_ESFEADR-tagged earnings are held in Earnings Suspense File pending correction.2026-10-085R121_REL0006R121_E001generates_investigation_fileR121_E003Office of Systems generates EAD Investigate File for WBDOC.2026-10-085R121_REL0007R121_E003routed_toORG_WBDOCWBDOC receives investigate file and requests employer/worker evidence.2026-10-085R121_REL0008R121_E001historical_pre_1991_processingSYS_MEFTY 1988-90 wages offset or self-employment tagged; historical processing, not current rule for modern tax years.2026-10-085R121_REL0009R121_E003triggers_employer_contactR121_E005WBDOC may seek employer verification with SSA-L4112C1.2026-10-085R121_REL0010R121_E003triggers_self_employment_contactR121_E006WBDOC may contact self-employed worker.2026-10-085R121_REL0011R121_E005returns_employer_evidenceR121_E008Employer response is reviewed by WBDOC and some are routed to OCRO.2026-10-085R121_REL0012R121_E008reconciled_againstSYS_NUMIDENTOCRO obtains Numident when resolving worker identity/death and earnings.2026-10-085R121_REL0013R121_E008reconciled_againstSYS_MBRClaims cases require verifying Title II payment record.2026-10-085R121_REL0014R121_E008can_triggerR121_E007Inadequate employer response can trigger worker advisory letter.2026-10-085R121_REL0015R121_E008handled_initially_byORG_WBDOCWBDOC conducts first-line contact and triage.2026-10-085R121_REL0016R121_E008reviewed_for_dispositionR121_E009OCRO reviews responses and corrects earnings, death, and SSN attribution conditionally.2026-10-085R121_REL0017R121_E009conditionally_removes_erroneous_deathAPP_DIPSETC=T record correction via DIPS; some D codes use OCRO request.2026-10-085R121_REL0018R121_E009requests_exception_correctionR121_E010Certain ETC=D correction paths use SSA-3278 to OCRO.2026-10-085R121_REL0019R121_E009can_release_earnings_fromDB_ESFIf worker alive and SSN correct, earnings reinstated from Suspense once incorrect death corrected.2026-10-085R121_REL0020R121_E009posts_correct_earnings_toSYS_MEFMEF correction occurs through IC rather than automatic correction with Numident death update.2026-10-085R121_REL0021R121_E009requires_separate_title_ii_correctionSYS_MBRClaims cases may need independent MBR erroneous death/termination correction.2026-10-085R121_REL0022R121_E009historical_wage_reinstatementR121_E011Historical TY1988-90 incorrect wage offset corrected through EAWG.2026-10-085R121_REL0023R121_E009historical_self_employment_reinstatementR121_E012Historical self-employment correction uses EASE.2026-10-085R121_REL0024R121_E009requires_identity_death_reconciliationSYS_NUMIDENTCorrect death indicator before suspensed earnings reinstatement, where supported by evidence.2026-10-085R121_REL0025R121_E013requires_initial_noticeR121_E014N20 eligibility evidence request generally allows 30 calendar days.2026-10-085R121_REL0026R121_E014archives_correspondence_inAPP_ORSORS stores SSI evidence request produced by SSTNG or DPS.2026-10-085R121_REL0027R121_E013requires_followup_controlsR121_E015Written followup includes SECOND REQUEST and appropriate 10-day minimum.2026-10-085R121_REL0028R121_E015autolabels_second_request_inAPP_SSTNGSSTNG follows up and auto-includes second-request labeling.2026-10-085R121_REL0029R121_E015autolabels_second_request_inAPP_DPSDPS also inserts SECOND REQUEST automatically.2026-10-085R121_REL0030R121_E013requires_management_approvalR121_E016Management support specialist or higher approval documents reason/date and payment month.2026-10-085R121_REL0031R121_E016authorizesR121_E017Suspension input only after approval and due-process rules.2026-10-085R121_REL0032R121_E017recorded_on_payment_status_pageAPP_CCECCE Payment Status page supports N20 input where applicable.2026-10-085R121_REL0033R121_E017effects_ssi_payment_statusSYS_SSRN20 is SSI payment suspension code, not Title II undeliverable mail code.2026-10-085R121_REL0034R121_E019limits_suspension_before_location_searchPROC_T16_UNDELIV_ADDRESSFO must attempt to locate claimant or payee before applicable whereabouts action.2026-10-085R121_REL0035R121_E019prevents_inappropriate_status_useR121_E013Undeliverable mail alone should not trigger N20 or N18 for unlocated recipient or payee.2026-10-085R121_REL0036R121_E019may_trigger_whereabouts_s06PROC_SSI_WU_S06Unlocated post-eligibility SSI recipient may trigger S06, with separate safeguards.2026-10-085R121_REL0037R121_E018used_when_remailing_appeal_noticePROC_T16_UNDELIV_ADDRESSAppeal-rights notice remailed under cover letter once located.2026-10-085R121_REL0038R121_E020reissues_request_after_address_developmentPROC_T16_UNDELIV_ADDRESSTime-sensitive SSI request requires current date and content updates.2026-10-085R121_REL0039R121_E020may_require_manual_address_updateSYS_SSRAddress changes require SSI system input and living-arrangement development where appropriate.2026-10-085R121_REL0040PROC_T2_UNDELIV_ADDRESSmay_reach_after_continuous_suspenseR121_E021At least 7 years of continuous unsuccessful-contact suspension triggers special presumed death rule for defined Title II cases.2026-10-085R121_REL0041R121_E021may_terminate_entitlement_viaSYS_MBRPresumption supports entitlement termination with documented suspension date unless evidence rebuts.2026-10-085R121_REL0042PROC_T2_UNDELIV_ADDRESSdocuments_location_attempts_inR121_E022MBR SMS records attempts, FI and USPS contacts and outcome.2026-10-085R121_REL0043R121_E022persists_onSYS_MBRPrior MBR special messages retained when later address correction/reinstatement occurs.2026-10-085R121_REL0044R121_E023checks_current_contactSYS_MBRFO queries MBR for beneficiary telephone and address.2026-10-085R121_REL0045R121_E023checks_current_contactSYS_SSRFO checks SSI records and other FO information for locate leads.2026-10-085R121_REL0046R121_E023may_request_address_from_postal_serviceFORM_SSA_L2001Form SSA-L2001 submitted except where USPS already reported undeliverable/no forwarding.2026-10-085R121_REL0047R121_E023must_distinguish_ssi_rulesPROC_SSI_WU_S06SSI whereabout suspension logic separately controlled from Title II CDR.2026-10-085R121_REL0048R121_E024available_inAPP_DPSSNO mail cover letter under DPS Cover Letters folder.2026-10-085R121_REL0049R121_E024enforces_accessibility_in_returnsPROC_SNOAccessible formats require SNO-specific cover letter.2026-10-085R121_REL0050R121_E025specifies_disposal_after_failurePROC_SNOIf no remail required, special-media item shredded.2026-10-085R121_REL0051R121_E026completed_viaAPP_TDCPForm SSA e2960 USA/RO 3 completed in Totalization Data Collection Program.2026-10-085R121_REL0052R121_E026implements_liaison_exchangeEX_US_ROMANIA_TOTALIZATIONTransmits claims and related information to Romanian liaison.2026-10-085R121_REL0053R121_E026captures_claimant_contactR121_E027Full claimant address and telephone used for international claims correspondence.2026-10-085R121_REL0054R121_E026captures_external_person_identifierR121_E028Romanian registration identifier or fallback name DOB place of birth.2026-10-085R121_REL0055R121_E026validates_certified_identifiersR121_E029Certification refers to records with proof code; unavailable facts marked unknown.2026-10-085R121_REL0056R121_E029consults_identity_proofsSYS_NUMIDENTProof of DOB/death/country citizenship may be established by Numident.2026-10-085R121_REL0057R121_E029consults_award_proofsSYS_MBRMBR verifies past adjudicated facts where accepted.2026-10-085R121_REL0058R121_E026transmits_or_requestsR121_E030May transmit U.S. earnings, medical evidence and requests to Romanian liaison.2026-10-085R121_REL0059R121_E030shared_withORG_ROMANIA_NHPPSpecific Romanian liaison is the National House of Public Pensions.2026-10-085R121_REL0060R121_E031authorized_byR121_E032Temporary agreement identifies work and period.2026-10-085R121_REL0061R121_E031flags_paper_caseR121_E033Paper folder SSA-831 remark identifies emergency clause DDS origin.2026-10-085R121_REL0062R121_E031transfers_electronic_case_viaAPP_EDCSElectronic emergency-case folder transferred through EDCS.2026-10-085R121_REL0063R121_E031receipted_byAPP_MIDASDCR/FDU receives transferred case in MIDAS legacy application.2026-10-085R121_REL0064R121_E031temporary_routes_toORG_DCRDCR can accept specified claims, recon and CDR work through agreement.2026-10-085R121_REL0065R121_E034overridesR121_E036Foreign mailing address takes precedence over V32 railroad referral.2026-10-085R121_REL0066R121_E036routes_toORG_DCRQualified career railroad or specified survivor claims sent to DCR location V32.2026-10-085R121_REL0067R121_E035uses_claims_earnings_contextAPP_MCSFO can use MCS earnings computations to identify RR survivor jurisdiction.2026-10-085R121_REL0068R121_E035informs_jurisdictionR121_E036DRAMS result determines routing of RR survivor case.2026-10-085R121_REL0069R121_E037part_ofAPP_MCSMCS Earnings Computation DRRE screen lists railroad service months.2026-10-085R121_REL0070R121_E037determines_career_railroad_criteriaR121_E03660 months post-1995 or 120 months any time, with applicable military credit considerations.2026-10-085R121_REL0071R121_E039controls_request_authenticationAPP_ISNOIdentity edit messages arise from input compared to Numident, MBR and SSR.2026-10-085R121_REL0072R121_E039checks_program_identity_againstSYS_MBRMBR is among systems checked, not a single enterprise person record.2026-10-085R121_REL0073R121_E039checks_program_identity_againstSYS_SSRSSR is among systems checked.2026-10-085R121_REL0074R121_E039checks_enumeration_identity_againstSYS_NUMIDENTNumident is among systems checked.2026-10-085R121_REL0075R121_E038recorded_inAPP_ISNOPhone for 5-business-day follow-up in accessible notice preference.2026-10-085R121_REL0076R121_E038supports_accommodation_deliveryPROC_SNOCall back follows mailed notices for selected SNO format.2026-10-085R121_REL0077R121_E041checks_incentive_payee_contactR121_E040Returned notice compared with QPID incentive payee address and updated facility contact.2026-10-085R121_REL0078R121_E040exposes_institutional_addressDATA_PUPS_INCENTIVE_PAYEE_ADDRESSIRCS payee address belongs to confinement institution or mental health institution, not beneficiary mailing address.2026-10-085R121_REL0079R121_E041remailsFORM_SSA_L4020Incentive payment recoupment notice is re-mailed to verified facility.2026-10-085R121_REL0080R121_E041can_use_returned_forwarding_addressORG_USPSForwarding address on undeliverable SSA-L4020 is only a lead; verify with institution.2026-10-085R121_REL0081R121_E042changes_eligibility_developmentPROC_SSI_ABLE_REPORTINGSSI ABLE account reporting and evaluation must follow expanded 2026 eligibility criteria.2026-10-085R121_REL0082R121_E042governs_countable_account_qualificationDATA_SSI_ABLE_ACCOUNTABLE owner eligibility relies on documented onset threshold, not an assumed automated external IRS data feed.2026-10-085R121_REL0083R121_E043documents_failed_locator_inAPP_DMSTitle II unsuccessful address contact recorded in DMS RMKS.2026-10-085R121_REL0084R121_E043generates_conference_notice_inAPP_DPSPersonal Conference & Folder Review notice available in DPS.2026-10-085R121_REL0085R121_E043uses_title_xvi_due_process_locatorPROC_T16_UNDELIV_ADDRESSSSI undeliverable waiver notices use Title XVI whereabouts/notice policy.2026-10-085R122_REL0001APP_SSI_IRS_P1099_INTERFACEclassifies_tax_transactions_asR122_E001Form 1099 and similar reports are classified into resource or income-and-resource indicators for development, not direct proof of beneficiary address.2026-10-085R122_REL0002APP_SSI_IRS_P1099_INTERFACEclassifies_tax_transactions_asR122_E002Separate income-only indicators require income verification/development.2026-10-085R122_REL0003R122_E003controls_5b_diary_creation_onSYS_SSRThe SSI system places controlled 5B diaries on SSR when 2017 thresholds and selection rules are met.2026-10-085R122_REL0004R122_E003applies_toR122_E001Individual and couple resource thresholds differ under the 2017 POMS.2026-10-085R122_REL0005R122_E003applies_toR122_E002Income-only indicator threshold is $1,001 under 2017 POMS.2026-10-085R122_REL0006R122_E004modifiesR122_E0032017 POMS specifies narrowly defined prior-year suppression exceptions; no permanent suppression can be inferred.2026-10-085R122_REL0007R122_E005routes_alerts_toPORTAL_SUMS_MCAS_MI_CENTRAL2017 POMS lists overnight RZ/LI listing retrieval by HUN in MI Central.2026-10-085R122_REL0008R122_E005routes_alerts_toAPP_SSTNG2017 POMS also lists immediate retrieval of the same data in SSTNG.2026-10-085R122_REL0009R122_E001is_evidence_for_development_not_automatic_update_toSYS_SSRThird-party transaction indicator opens redetermination work; SSA requires development and verification before program record action.2026-10-085R122_REL0010APP_IRCShas_reporter_queryR122_E008IRCS QRI2 exposes facility ID numbers assigned to a reporter.2026-10-085R122_REL0011R122_E008supplies_facility_identifier_forR122_E007Six-digit facility ID locates that institution notice in ORS PRISONERS folder; PUPS record includes the same facility code.2026-10-085R122_REL0012APP_PUPSprovides_incentive_payment_identity_context_forR122_E009PUPS holds the specific prisoner record for which the institutional payment was authorized.2026-10-085R122_REL0013R122_E009retained_copy_inR122_E007SSA retains a monthly institutional incentive-payment notice copy in ORS PRISONERS folder.2026-10-085R122_REL0014APP_IRCSholds_reporting_authority_forR122_E006IRCS Reporter Identification Data (IRID) identifies the institutional reporter under the signed IPMOU.2026-10-085R122_REL0015R122_E006controls_authorized_address_changes_byR122_E010Only MOU-signatory correctional or mental-health authority can direct mailing-address updates to an incentive-payment notice.2026-10-085R122_REL0016R122_E010protects_institutional_contact_addressDATA_PUPS_INCENTIVE_PAYEE_ADDRESSInstitution notice address comes from authorized agency or institutional reporting source, not an SSI or Title II beneficiary residence update.2026-10-085R122_REL0017R122_E011reconciles_withAPP_PUPSFO checks PUPS prisoner records when investigating identity, confinement date, or incentive discrepancies.2026-10-085R122_REL0018R122_E011reconciles_withAPP_IRCSFO checks IRCS for reporting facility and incentive payment information.2026-10-085R122_REL0019R122_E011reviews_notice_inR122_E007Institutional disputes require notice review in ORS against facility ID and reported payment.2026-10-085R122_REL0020R122_E012may_result_fromSVC_TOPTreasury may offset amount deposited to institutional bank account for institutional debt unrelated to prisoner-beneficiary address.2026-10-085R122_REL0021R122_E009subject_to_institutional_address_ruleR122_E010Changes to notice delivery address use IPMOU signatory controls; not automatic from payee or claims master-record updates.2026-10-085R122_REL0022R122_E011escalates_toR122_E010Institutional mailing/bank account change inquiries are routed through authorized prison coordination staff instead of technician self-service changes.2026-10-085R122_REL0023MODEL_OASDI_STOCHASTICimplemented_in_published_runR122_E0132026 Trustees describe 5,000 independent stochastic simulations; the process does not identify a database or executable product.2026-10-085R122_REL0024R122_E013varies_inputs_fromR122_E0142026 Trustees stochastic projection methodology identifies these variables/terms as affecting simulation trajectories.2026-10-085R122_REL0025R122_E013varies_inputs_fromR122_E0152026 Trustees stochastic projection methodology identifies these variables/terms as affecting simulation trajectories.2026-10-085R122_REL0026R122_E013varies_inputs_fromR122_E0162026 Trustees stochastic projection methodology identifies these variables/terms as affecting simulation trajectories.2026-10-085R122_REL0027R122_E013varies_inputs_fromR122_E0172026 Trustees stochastic projection methodology identifies these variables/terms as affecting simulation trajectories.2026-10-085R122_REL0028R122_E013publishes_results_inR122_E018Stochastic scenario results are rendered in named 2026 Trustees figures/table, not as a documented production database.2026-10-085R122_REL0029R122_E013publishes_results_inR122_E019Stochastic scenario results are rendered in named 2026 Trustees figures/table, not as a documented production database.2026-10-085R122_REL0030R122_E013publishes_results_inR122_E020Stochastic scenario results are rendered in named 2026 Trustees figures/table, not as a documented production database.2026-10-085R122_REL0031R122_E020compares_withMODEL_OASDI_SCENARIOAppendix Table VI.E1 compares stochastic simulations with low-cost, intermediate, and high-cost alternative scenario results.2026-10-085R122_REL0032R122_E021qualifies_uncertainty_coverage_ofR122_E013The published model excludes random variation for additional demographic and labor-force variables; reported range is not exhaustive uncertainty.2026-10-085R122_REL0033APP_ALJ_MISCONDUCTholds_case_specific_identity_attributesR122_E022ALJ complaint identity and contact fields are retained in complaint system for complaint purposes, not authoritative identity or address update.2026-10-085R122_REL0034APP_ALJ_MISCONDUCTuses_judge_tracking_identifiersR122_E023ALJ identifier and control-log numbers support complaint investigation and handling.2026-10-085R122_REL0035APP_ALJ_MISCONDUCTsupports_investigative_pattern_detectionR122_E024Complaint system aggregates and reviews allegations/outcomes to detect patterns requiring further action.2026-10-085R122_REL0036R122_E022includes_separately_typed_addressDATA_ALJ_PAMC_ADDRESSComplaints may include claimant address as filed; its presence is not evidence of MBR, SSR, or Numident address change.2026-10-085R122_REL0037APP_ALJ_MISCONDUCTgoverned_byR122_E025PIA explicitly qualifies prohibited disclosure of Federal return information.2026-10-085R122_REL0038APP_FASsupplies_study_specific_identity_contact_extractR122_E026Research-specific identity and address extract transmitted through NIH and Boston University to Westat for claimant recruitment.2026-10-085R122_REL0039R122_E026shared_for_study_contact_withORG_WESTATWestat uses participant-specific contact addresses only for study eligibility and recruitment mailings.2026-10-085R122_REL0040APP_FAS_QDSelicits_functional_responses_usingR122_E028Westat QDS delivers adaptive functional questionnaires via web or telephone interview during calibration study.2026-10-085R122_REL0041ORG_WESTATcollects_provider_contacts_forR122_E027Provider addresses and phone numbers are provided by claimants to support recruitment; not SSA-verified residence records.2026-10-085R122_REL0042ORG_WESTATshares_non_identifiable_results_asR122_E029Westat shares non-identifiable functional research data with BU-HDRI, rather than an unrestricted claimant PII copy.2026-10-085R122_REL0043R122_E029analyzed_byORG_BU_HDRIBoston University analyzes de-identified results to finalize CAT question banks and report findings.2026-10-085R122_REL0044R122_E028derived_fromR122_E029Functional question banks derive from responses analyzed within the research study.2026-10-085R122_REL0045APP_800_EMPVERverifies_employer_identifier_viaR122_E030Telephone SSN verification checks caller-authorized EIN against SSA earnings records, in addition to SSN-holder record verification.2026-10-085R122_REL0046APP_800_EMPVERenforces_transient_retention_ruleR122_E031Plausible long-lived recordings or person attributes in TNEV must not be inferred from spoken data collection.2026-10-085R122_REL0047R122_E031applies_toDATA_TNEV_TRANSIENT_INPUTAll data collected/transmitted for TNEV are dropped when call ends, according to 2025 PIA.2026-10-085R122_REL0048DATA_DMFhas_restricted_disclosure_productR122_E032State-sourced deaths are included in full file; section 205(r) restricts eligible government recipients.2026-10-085R122_REL0049DATA_DMFhas_public_disclosure_productR122_E033Public version deliberately omits state-sourced death information, which remains legally restricted.2026-10-085R122_REL0050R122_E033distributed_throughORG_NTISSSA supplies public/Limited Access DMF to NTIS for downstream access.2026-10-085R122_REL0051R122_E032requested_usingFORM_SSA157Authorized public benefit-paying agencies or states use the prescribed SSA data-exchange process; form SSA-157 is named for eligible Federal requests.2026-10-085R122_REL0052R122_E034reviews_correction_quality_inSYS_NUMIDENTOIG audited incorrect deaths recorded and later removed from Numident for beneficiaries, with inconsistent explanatory documentation.2026-10-085R122_REL0053R122_E034governs_quality_risk_inDATA_DMFNumident correction controls affect derived Death Master File information and downstream disclosure risks.2026-10-085R123_REL001APP_MYCOAsends_submitted_title_ii_address_change_toR123_E0012026-10-085Source explicitly names an intermediate database but does not identify its product, persistence, or physical hosting.R123_REL002R123_E001supports_documented_downstream_update_toSYS_MBR2026-10-085SSA states that internet change-of-address data is updated to MBR; the specific implementation mechanics and posting frequency are not given by this source.R123_REL003APP_MYCOAenforces_documented_geographic_eligibilityR123_E0022026-10-085User must reside in, and move to, an eligible US state, DC, or named territory.R123_REL004APP_MYCOArestricts_address_input_toR123_E0032026-10-085SSA describes beneficiary self-submission; no biometric or vendor inference.R123_REL005R123_E004reports_aggregated_transactions_fromAPP_MYCOA2026-10-085Public counts are aggregate Internet application receipts and do not preserve individual person/address records in the public product.R123_REL006R123_E005reports_aggregated_transactions_fromAPP_MYCOA2026-10-085Public counts are aggregate Internet application receipts and do not preserve individual person/address records in the public product.R123_REL007R123_E006reports_aggregated_transactions_fromAPP_MYCOA2026-10-085Public counts are aggregate Internet application receipts and do not preserve individual person/address records in the public product.R123_REL008DATA_COA_INETcomprises_published_subsetR123_E0042026-10-085FY2016 onward monthly CSV part of the public collection.R123_REL009DATA_COA_INETcomprises_published_subsetR123_E0052026-10-085Separate 53rd reporting week FY2016 CSV.R123_REL010DATA_COA_INETcomprises_published_subsetR123_E0062026-10-085FY2008-2015 historical CSV part of collection.R123_REL011SYS_SSRsupplies_full_current_program_participation_extract_toR123_E0072026 annual SSI report; December 2025 statistics2026-10-085100 percent SSR extract used for current SSI recipient program participation.R123_REL012SYS_SSRsupplies_ten_percent_prior_participation_extract_toR123_E0082026 annual SSI report; prior participation2026-10-08510 percent SSR extract used for past program participation.R123_REL013R123_E007input_toR123_E0092026-10-085Current program participation extract; 100 percent sample.R123_REL014R123_E008input_toR123_E0092026-10-085Past program participation extract; 10 percent sample.R123_REL015R123_E009producesR123_E0102026-10-085Table V.F1 program participation percentages by age group and program.R123_REL016R123_E010published_withinREPORT_SSI_ANNUAL_20262026-10-085Appendix V.F in July 2026 SSI report.R123_REL017APP_TITLEII_MAJORhas_historical_major_subsystemR123_E017PIA signed July 20172026-10-0852017 PIA Title II system component; no contemporary deployment assertion.R123_REL018APP_TITLEII_MAJORhas_historical_major_subsystemR123_E018PIA signed July 20172026-10-0852017 PIA Title II system component; no contemporary deployment assertion.R123_REL019APP_TITLEII_MAJORhas_historical_major_subsystemR123_E019PIA signed July 20172026-10-0852017 PIA Title II system component; no contemporary deployment assertion.R123_REL020APP_TITLEII_MAJORhas_historical_major_subsystemR123_E020PIA signed July 20172026-10-0852017 PIA Title II system component; no contemporary deployment assertion.R123_REL021APP_TITLEII_MAJORhas_historical_major_subsystemR123_E021PIA signed July 20172026-10-0852017 PIA Title II system component; no contemporary deployment assertion.R123_REL022APP_TITLEII_MAJORhas_historical_major_subsystemR123_E011PIA signed July 20172026-10-0852017 PIA telephone application subsystem, not confirmed current.R123_REL023R123_E011included_telephone_applicationR123_E0122026-10-085Explicitly iBEVE benefit verification letter functionality in 2017.R123_REL024APP_CET_SUITE_2016historically_described_contact_channelR123_E0132017 Title II PIA2026-10-0852017 PIA names the channel under Customer Engagement Tools; no current deployment claim.R123_REL025APP_CET_SUITE_2016historically_described_contact_channelR123_E0142017 Title II PIA2026-10-0852017 PIA names the channel under Customer Engagement Tools; no current deployment claim.R123_REL026APP_CET_SUITE_2016historically_described_contact_channelR123_E0152017 Title II PIA2026-10-0852017 PIA names the channel under Customer Engagement Tools; no current deployment claim.R123_REL027APP_CET_SUITE_2016historically_described_contact_channelR123_E0162017 Title II PIA2026-10-0852017 PIA names the channel under Customer Engagement Tools; no current deployment claim.R123_REL028R123_E023supplies_items_forR123_E0242026-10-085Computer adaptive selection over a bank of more than 300 items.R123_REL029R123_E024administers_research_instrumentR123_E0222026-10-085IRT/CAT method for adaptive respondent self-report, not official production disability case scoring.R123_REL030ORG_WESTATadministered_historical_two_wave_surveyR123_E0252026-10-085SSA awarded Westat to administer the assessment and survey; no specific procurement vehicle established.R123_REL031R123_E025collectsR123_E0222026-10-085Both waves include WD-FAB self-reports and health-related questions; collection complete August 2023.R123_REL032R123_E025analyzed_inR123_E0262026-10-085NIH Clinical Center Rehabilitation Medicine staff analyzed collected data for medical CDR feasibility.R123_REL033R123_E026documented_byR123_E0272026-10-085Research study final report available on SSA research page.R123_REL034R123_E022developed_withORG_BU_HDRI2026-10-085SSA reports working with Boston University to develop assessment instrument.R123_REL035R123_E026conducted_byORG_NIH_CRC_RMD2026-10-085NIH Clinical Center rehabilitation medicine analysis.R123_REL036R123_E028collected_participant_longitudinal_surveyR123_E0292026-10-085Baseline and quarterly surveys across a three-year enrollment period.R123_REL037R123_E028assembled_ssa_claim_payment_research_dataR123_E0302026-10-085SSA disability claims and payment outcomes used for research; originating operational systems not specified.R123_REL038R123_E029contributes_toR123_E0312026-10-085Repeated survey variables are transformed into public-use fields, with participant-relative quarter indexes.R123_REL039R123_E030contributes_toR123_E0312026-10-085SSA administrative claim/appeal/payment variables included; physical extraction/interface unverified.R123_REL040R123_E032protects_release_ofR123_E0312026-10-085Dropped names, direct identifiers, geography, site data, free text; recoded some rare details.R123_REL041R123_E033authorized_release_ofR123_E0312026-10-085Disclosure board approved 2023-05-10.R123_REL042R123_E031distributed_asR123_E0342026-10-085Official public-use CSV distribution.R123_REL043R123_E031distributed_asR123_E0352026-10-085Official public-use SAS distribution.R123_REL044ORG_WESTATwas_awarded_study_contract_to_supportR123_E0282026-10-0852016 award for SED implementation and evaluation; contract ID not established.R123_REL045R123_E036has_related_public_metadata_dutyR123_E0372026-10-085Statutory federal requirements do not establish actual SSA implementation.R123_REL046R123_E038supports_govwide_software_reuse_governanceR123_E0362026-10-085Rights for sharing custom-developed software across government; not an observed deployed source-control solution.R123_REL047R123_E039implements_required_controls_forR123_E0362026-10-085CIO policy obligations under the Act.R123_REL048R123_E039implements_required_controls_forR123_E0372026-10-085Metadata access governance required; no assertion of compliance.R123_REL049R123_E039implements_required_controls_forR123_E0382026-10-085Acquisition coordination and contracting rights for code reuse.R123_REL050R123_E040uses_request_siteR123_E0412026-10-085Regional procedures describe internal folder certification request site.R123_REL051R123_E040must_separately_route_earnings_certification_toR123_E0422026-10-085Regional instruction reserves tax-return earnings records certification to OEIO.R123_REL052DATA_DOWRsupplies_claim_receipt_date_forDATA_DIB_INTERNET_APPS_22472026-10-085SSA Open Data uses District Office Workload Report receipt date to classify disability initial-claim receipts; work reporting dates not necessarily calendar months.R123_REL053DB_TITLE2_ODSsupplies_aggregated_claim_count_forDATA_DIB_INTERNET_APPS_22472026-10-085SSA says MCS data download to Title II Operational Data Store nightly and counts aggregated by channel.R123_REL054APP_MCSprovides_nightly_claim_data_toDB_TITLE2_ODSInitial DIB internet claims fiscal-year statistical reporting2026-10-085Official open data states nightly MCS download for initial disability claims; this relates to existing MCS->ODS pathways.R124_REL001R124_E001provides_pension_comparison_data_toPROC_SSI_IRS_PENSION_MATCH2017 POMS describes Form 1099-R information of eligible individuals and deemors matched to SSR; no IRS-supplied address update is established.2026-10-085R124_REL002PROC_SSI_IRS_PENSION_MATCHhistorically_applied_thresholdR124_E002Documented 2017 tolerance used for matching report amount to SSR D/L/M/P categories.2026-10-085R124_REL003PROC_SSI_IRS_PENSION_MATCHgenerates_ssr_work_controlWORK_SSI_IRS_5H_DIARYPension SSN reports and SSR values drive 5H diary creation where criteria satisfied.2026-10-085R124_REL004WORK_SSI_IRS_5H_DIARYretrieved_viaDB_SSI_PE_ODSTechnicians identify cases with pension diaries through SSI post-entitlement ODS; then obtain an SSID.2026-10-085R124_REL005WORK_SSI_IRS_5H_DIARYpaired_workload_scheduleR124_E0032026 POMS says pension 5H accompanies 5B workload releases.2026-10-085R124_REL006WORK_SSI_IRS_5B_DIARYfollows_workload_scheduleR124_E0032026 policy identifies 5B releases Oct, Feb and June; distinct from 2017 data-availability schedule.2026-10-085R124_REL007R124_E003offers_tax_interface_query_viaR124_E004MI Central query available to authorized technicians with relevant RZ/LI workloads.2026-10-085R124_REL008R124_E004accessed_throughPORTAL_SUMS_MCAS_MI_CENTRALUnder workload listing SSN/IRS/SSID query.2026-10-085R124_REL009R124_E004retrieves_matching_alerts_fromDB_SSI_IRS_INTERFACE2026 procedures describe the SSI/IRS interface database as lookup source; verify known entity ID exists.2026-10-085R124_REL010R124_E005identified_inSYS_SSRCRZD selection indicator F without a diary; monthly Type F LI release.2026-10-085R124_REL011R124_E006identified_inSYS_SSRCRZD selection indicator C with April tax-record availability; no diary.2026-10-085R124_REL012R124_E007has_diaryR124_E008Certain manually continued Goldberg/Kelly benefits have an SSR K1 diary.2026-10-085R124_REL013R124_E008documented_inSYS_SSR2026 POMS indicates K1 on SSR.2026-10-085R124_REL014R124_E009historically_documented_inSYS_SSRD6 diary once triggered RZs but does not from Oct 2005; preserve historical only.2026-10-085R124_REL015R124_E010uses_read_only_data_listingDATA_MANUAL_DEEMING_LISTOctober file for manually computed deemed income is explicitly outside MI Central work controls.2026-10-085R124_REL016R124_E010not_controlled_byPORTAL_SUMS_MCAS_MI_CENTRALSource explicitly says no SUMS MCAS MI Central control and no SSR diary.2026-10-085R124_REL017R124_E011compares_current_allegation_toSYS_SSRClaimant states current residence; SSA checks SSR to decide if additional development is necessary.2026-10-085R124_REL018R124_E011may_openR124_E012Mismatch plus an unreported move requires further LA/ISM and residency development.2026-10-085R124_REL019R124_E011may_openR124_E013No intervening COA prompts temporary-absence development.2026-10-085R124_REL020R124_E012creates_living_arrangement_iterationR124_E014Relevant change creates separate LA iteration for breakpoint.2026-10-085R124_REL021R124_E012triggers_conditional_reviewR124_E015Residence can affect Medicaid and state supplement jurisdiction.2026-10-085R124_REL022R124_E012may_use_formFORM_SSA8006F4RZ procedure permits documentation on SSA-8006/F4 as appropriate.2026-10-085R124_REL023R124_E012may_use_formFORM_SSA8007RZ procedure permits documentation on SSA-8007 as appropriate.2026-10-085R124_REL024R124_E012may_use_formFORM_SSA8008RZ procedure permits documentation on SSA-8008 as appropriate.2026-10-085R124_REL025R124_E016controls_future_travel_followup_forSYS_SSRWhen recipient has future foreign travel plans, office diary set for preceding month; no address update.2026-10-085R124_REL026R124_E017recorded_onUI_SSI_LRESSSI Claims Residence Address and Jurisdiction page contains type of residence.2026-10-085R124_REL027R124_E018recorded_during_redetermination_onFORM_SSA8203BKMark REC or spouse for differing claimant and spouse residences.2026-10-085R124_REL028R124_E019reviews_claimant_cohabitants_duringR124_E020Household change screen feeds evaluation of moved-in persons and potential protected filing.2026-10-085R124_REL029R124_E020captures_household_information_duringAPP_MSSICSSSI Claims System redetermination path documents household expenses and contributions.2026-10-085R124_REL030R124_E021activated_by_residence_type_onUI_SSI_LRESResidence Address and Jurisdiction type non-institutional care opens page for placement and cost data.2026-10-085R124_REL031R124_E021capturesR124_E022Placing agency and provider details for ISM development distinct from beneficiary address.2026-10-085R124_REL032R124_E022supports_case_living_arrangement_development_viaR124_E021Agency placement and source contact information determine noninstitutional care and ISM.2026-10-085R124_REL033R124_E023allows_alternative_verification_afterAPP_EAFINo electronic response after 15 days permits FI statements or alternative proof; not waiver of mandatory verification in all cases.2026-10-085R124_REL034R124_E024applies_toEX_AFI_FIForeign banking without domestic sister branch is documented exception to source procedures.2026-10-085R124_REL035R124_E025uses_serviceAPP_UPLOAD_DOCUMENTSClaimant may submit unaltered downloaded statements or bank transaction files through Upload Documents.2026-10-085R124_REL036R124_E025supports_alternative_balance_developmentR124_E026Sufficient transaction-level detail permits first-of-month reconstruction.2026-10-085R124_REL037R124_E026informs_monthly_resource_eligibility_inSYS_SSRResource development applies first-of-month balance less applicable deductions, not direct trust of any transaction account value.2026-10-085R124_REL038R124_E027applies_when_alternative_evidence_duringAPP_EAFILater AFI electronic response requires separate posteligibility handling after adjudication.2026-10-085R124_REL039R124_E028expanded_verification_use_ofAPP_EAFIEM effective 5/4/2026 for SSI initial allowances, reopenings, appeal reversals.2026-10-085R124_REL040R124_E028requires_before_allowance_exception_handling_inAPP_MSSICSPre-effectuation review and blank payment status deadlines differ for deferred and simultaneous disability claims.2026-10-085R124_REL041R124_E029sets_monitoring_targets_forAPP_ECBSVGAO documented Dec 2025 eCBSV performance targets in uptime and transaction processing.2026-10-085R124_REL042R124_E030proposes_expansion_ofAPP_ECBSVJan 2026 plan targets June 2026; public SSA eligibility still limited to permitted entities; not confirmed deployed.2026-10-085R124_REL043R124_E031governs_enrollment_costs_forAPP_ECBSVSubscription fees set according to estimated annual volume, published effective Apr 7 2025.2026-10-085R124_REL044R124_E032restricts_verification_requests_toAPP_ECBSVAnnual tier limit and valid agreement restrict requests; no SSN verification if authorization unsuccessful.2026-10-085R124_REL045WORK_SSI_S7_DIARYcompares_ssr_wages_to_ocseSYS_SSRS7 diary indicates wage discrepancy versus OCSE quarterly wage data; canonical entity name calls this State Wage Match and must be reconciled.2026-10-085R124_REL046WORK_SSI_S2_DIARYalerts_on_state_wage_matchSYS_SSRS2 state wage match has Oct Jan Apr Jul release frequency.2026-10-085R124_REL047WORK_SSI_J3J5_DIARYalerts_on_mismatch_to_mefSYS_SSRJ3/J5 based on SSR wages higher than MEF; 2026 source gives $1,000/$2,000 yearly deviations.2026-10-085R124_REL048WORK_SSI_D8_DIARYflags_unreported_medical_facility_admissionSYS_SSRCMS Minimum Data Set monthly D8 diary identifies unreported medical facility admissions.2026-10-085R124_REL049WORK_SSI_3D_DIARYposts_dhs_removal_matchSYS_SSRDHS removal match listings generate monthly 3D diary on SSR.2026-10-085R124_REL050WORK_SSI_I8_DIARYposts_dhs_departure_with_reentry_permit_matchSYS_SSRDHS voluntary departure with re-entry permit matching generates monthly I8 diary.2026-10-085R125_R001EX_PIErequires_active_individual_authorizationR125_E001Claimant, deemor or ineligible child authorization applies to the individual and is voluntary; reconsideration timing can temporarily disable automatic request.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R002EX_PIEschedulesR125_E002Prior-month wages are requested early each month only for actively authorized persons who work for participating payroll providers.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R003R125_E002accumulates_authorized_results_inDB_WEI_REPOWage and Employment Information repository retains cumulative monthly receipts while authorization remains active; exact deletion timing beyond this rule is not provided.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R004APP_IMAINprovides_lookup_access_toR125_E003POMS identifies IMAIN as technician entry to WEI wage and employment retrieval.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R005R125_E003queries_repositoryDB_WEI_REPOSearches the WEI repository through IMAIN; no physical data engine is specified.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R006EX_PIEuses_match_gateR125_E004EIN match gates automatic SSI wage posting.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R007R125_E004compares_provider_ein_toUI_SSI_WAGES_PAGEProvider EIN must match EIN on existing SSI Claims Wages page for automatic update of that page.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R008R125_E004conditionally_posts_wage_results_toSYS_SSROn successful EIN match, wages go to SSR before the monthly Goldberg-Kelly cutoff, with appropriate notices for adverse actions.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R009EX_PIEproduces_reporting_change_noticesR125_E005Reduced reporting notice follows successful exchange; increased reporting follows three consecutive missing monthly payroll feeds for an employer.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R010APP_CCEhostsR125_E006CCE claims development provides the final disposition page used for resolved PDP pending wage information.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R011UI_PDP_PENDING_WAGErecords_disposition_inR125_E006PDP Pending Wage option selected and final disposition is retained in the documentation page.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R012UI_PDP_PENDING_WAGE_REPORTrecords_disposition_inR125_E006Final PDP Pending Wage Report page disposition is retained in CCE.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R013WORK_PIE_EE_DIARYmay_be_caused_byR125_E007Forced-due and manual-deeming records create EE diary conditions and pending wage reports.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R014R125_E007is_developed_inUI_PDP_PENDING_WAGE_REPORTPOMS states force-due/manual-deeming conditions create the Pending Wage Report page for technician disposition.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R015R125_E008reviewsUI_PDP_PENDING_WAGETechnicians distinguish new employers, existing employers with mismatched EINs, and unrelated or fraudulently attributed employment.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R016R125_E008documents_final_decision_inR125_E006A report of contact or other wage development supports the final CCE disposition.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R017WORK_SSI_S7_DIARYis_triggered_by_discrepancy_ruleR125_E009Wages on SSR are greater than OCSE wages in the qualifying quarter; S7 can support eligibility adjustment and possible SSI underpayment release.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R018WORK_SSI_S2_DIARYis_triggered_by_discrepancy_ruleR125_E010OCSE data exceed SSR wages; S2 develops unreported or underreported wages and potential overpayments.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R019R125_E009compares_againstSYS_SSRS7 compares OCSE quarterly wage indicators with SSR wages; the term State Wage Record Match refers to OCSE state-collected data.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R020R125_E010compares_againstSYS_SSRS2 compares OCSE quarterly wage indicators with SSR wages.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R021APP_SSI_OCSE_INTERFACEsupports_discrepancy_detection_forR125_E009Quarterly OCSE-to-SSR matching is the actual S7 feed context, despite the historical canonical display name.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R022APP_SSI_OCSE_INTERFACEsupports_discrepancy_detection_forR125_E010Quarterly OCSE-to-SSR matching also generates S2 when external wages are higher.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R023PROC_SSIDPPselects_candidates_usingR125_E011Same name plus same month and year of birth is a candidate filter, not an automatic identity-merger criterion.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R024R125_E011requires_confirmation_byR125_E012Human verification with case material and claimant or payee prevents false merges.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R025PROC_SSIDPProutes_work_usingR125_E013Official policy establishes OSR → OCO → servicing FO responsibility chain.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R026R125_E013provides_cases_toORG_SSA_FIELD_OFFICESOCO assigns field office cases, including tie-breaker when two field offices are involved.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R027R125_E012may_result_inR125_E014If candidate records are different individuals, staff destroy materials and take no identity merge action.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R028R125_E012can_require_cross_reference_updateDATA_SSR_M1For records proved to be the same individual, policy requires bidirectional multiple-SSN cross-references and correct record termination.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R029R125_E012may_require_enumeration_cross_referenceDATA_SSR_MAMA field is used when second SSN was also formally issued to the same individual through enumeration.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R030EX_CMA1038_BFS_SAVINGSuses_attribution_ruleR125_E015The SSN printed on a savings security may not identify its actual legal owner; names on instrument take precedence.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R031WORK_SSI_SB_DIARYis_issued_under_threshold_gateR125_E016PE ODS controls documented SB alerts subject to aggregate valuation and two-match lookback rule.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R032R125_E016uses_registration_data_fromDB_BFS_SAVINGS_SECURITY_REGBFS ownership and redemption-value registration records are compared against qualifying SSR cases.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R033WORK_SSI_SB_DIARYmay_requireR125_E017Denied ownership material to eligibility triggers documented BFS ownership verification via signed consent.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R034R125_E017requests_verification_fromORG_BFSThe FO routes signed evidence request through SSA FO675 rather than assuming direct instant data access.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R035WORK_SSI_SB_DIARYis_cleared_withR125_E018Policy distinguishes documentation on MSSICS DSAB versus non-MSSICS SSR remarks and direct SSR update.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R036R125_E018usesUI_MSSICS_DSABSavings bond ownership development is documented on DSAB in the relevant MSSICS processing path.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R037R125_E018sets_case_characteristic_inR109_E028RE21 is used when the claimant owns savings securities, with documented resource development.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R038WORK_SSI_E2_DIARYtriggers_reviewR125_E019E2 diary generated by annual systems COLA run flags rentals that may change SSI in-kind-support treatment.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R039R125_E019recalculates_usingDATA_SSI_CMRVCurrent market rental value (CMRV) is reverified and used in the new living-arrangement period as directed.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R040R125_E019applies_nonresponse_controlR125_E020Employee follow-up uses two documented attempts and 30 days in the cited exception.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R041R125_E020can_clear_diary_usingUI_SSI_UDIAUDIA is a conditional diary clearance interface when information could not be obtained under procedure.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R042DB_BFS_SAVINGS_SECURITY_REGhas_documented_historical_attributeR125_E021Early Series E registration used purchase-time owner name and address, potentially obsolete decades later; storage is at BFS.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R043DB_BFS_SAVINGS_SECURITY_REGhas_documented_historical_keyR125_E022Later Treasury instrument series have SSN-based owner registration search rather than pre-1974 name-address index.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R044R125_E023may_consultR125_E021For older disputed holdings, staff collect historical purchase address for BFS lookup, not an SSA master address update.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R045R125_E023may_consultR125_E022Later disputed holdings may require the owner/joint-owner SSN for BFS record retrieval.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R046QRY_DEQYsupports_payer_identity_development_forR125_E0232026 IRS special situations instructs DEQY for missing or implausible payers, not direct IRS address queries.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R047R125_E023is_separate_fromSYS_SSRIRS security-interest alert is preliminary evidence; verified program findings require development before any SSI change.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R048APP_DMScollects_debtor_contact_attributeR125_E0242018 DMS PIA confirms debtor contact addresses are part of collections program data.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R049APP_DMSenforces_privacy_access_controlsR125_E025DMS personal information subject to network authentication, access profiles and need-to-know audit controls as of 2018.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R050R125_E024applies_toAPP_ROAR2018 PIA cites ROAR-DMS debt and corresponding privacy systems; does not establish that DMS automatically changes MBR or SSR addresses.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R051SYS_MBRprovides_complete_record_population_toR125_E026Snapshot Table1 combines 100-percent MBR with 100-percent SSR data to report program overlap without dual entitlement double counts.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R052SYS_SSRprovides_complete_record_population_toR125_E026Snapshot Table1 also uses 100-percent SSR data; no underlying physical crosswalk is specified.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R053SYS_MBRsource_for_statistical_productR125_E027100-percent MBR source identified explicitly for OASDI monthly snapshot Table2.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R054SYS_SSRsource_for_statistical_productR125_E028100-percent SSR source identified explicitly for SSI monthly snapshot Table3.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R055R125_E026applies_person_count_ruleR125_E029A person dually entitled on TitleII primary and secondary records appears once in program population count.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R056R125_E026is_versioned_issue_ofDATA_MONTHLY_STAT_SNAPSHOTAugust2026 values were released September2026; archive distinguishes issue from recurring product.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R057R125_E027is_versioned_issue_ofDATA_MONTHLY_STAT_SNAPSHOTAugust2026 TitleII benefit aggregates are Table2 in the recurring snapshot.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R058R125_E028is_versioned_issue_ofDATA_MONTHLY_STAT_SNAPSHOTAugust2026 SSI aggregate figures are Table3 in the recurring snapshot.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R059APP_SSNAPimplements_keying_error_ruleR125_E030SSNAP NCP is allowed with documented error from original SS5 or qualified enumeration partner evidence.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R060R125_E030corrects_iteration_ofSYS_NUMIDENTKeying-error correction can change existing Numident iteration when supported, rather than making a new iteration.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R061APP_IRONsupports_document_review_forR125_E030IRON holds retrievable original SS5 images/microprints used to prove original keying-error claims.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R062APP_SS5_REPRINTSsupports_document_review_forR125_E030SS5 Reprints can provide historical original application evidence for keying-error review.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R063APP_SSNAPimplements_iteration_ruleR125_E031SSNAP enters documented new application iteration when keying error cannot be established.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R064R125_E031appends_toSYS_NUMIDENTNo unproven original-value overwrite: new iteration preserves older value as history.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R065R125_E032requires_review_ofSYS_MBRParent name correction requires separate review/action on Title II information when parent is a beneficiary.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R066R125_E032requires_review_ofSYS_SSRParent name correction may require separate SSI record action, not automatic synchronization.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R067R125_E032requires_review_ofAPP_ERPSRPS payee records may require separate processing; canonical eRPS app context used only to identify payee business function.2026-10-084Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R068SYS_NUMIDENTmay_trigger_manual_related_record_actionR125_E032Numident parent-name correction does not itself prove all benefit or payee records synchronize automatically.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R125_R069ORG_SSA_OAGpublishes_forecast_website_forR125_E033OAG-linked OSDBU page publishes FY2026 projected contracting opportunities for vendors, including prospective small-business subcontracting opportunities.2026-10-085Claim is limited to the documented operational context; no unsupported physical implementation inferred.R126_REL001R126_E002submitted_throughR126_E001SSA technicians open and submit New vital-record requests through Vital Records Request application.2026-10-085R126_REL002R126_E002collectsR126_E003Submission form captures recipient identifying information, record type, purpose, ID and record custodian.2026-10-085R126_REL003R126_E001exposesR126_E004SSA Travel Team updates statuses Requested, Ordered and Received for office visibility.2026-10-085R126_REL004R126_E001centrally_holdsR126_E005Vital-records documentation and correspondence stored on VRR site with agency recordkeeping rules.2026-10-085R126_REL005R126_E003contains_external_partner_addressR126_E006Custodian agency postal address is submitted as external agency contact; no beneficiary address update documented.2026-10-085R126_REL006R126_E002reviewed_and_ordered_byR126_E007Travel Team reviews submission completeness and places state/local requests.2026-10-085R126_REL007R126_E002uses_preferred_payment_routeR126_E009SmartPay purchase card preferred when permitted by State and SSA has access.2026-10-085R126_REL008R126_E002uses_exception_payment_teamR126_E008If alternatives unavailable Internal Control Payment Team requests a Treasury check.2026-10-085R126_REL009R126_E002obeysR126_E010Paper checks through TPPS discontinued for vital records as of February 9, 2026.2026-10-085R126_REL010R126_E010ends_paper_check_issuance_forAPP_TPPSSSA TPPS prior paper-check path for vital-record purchases ceased February 9, 2026; TPPS other functions not necessarily discontinued.2026-10-085R126_REL011R126_E002requests_certification_fromORG_STATE_BVSThe vital-record custodian sends requested certificates directly to the SSA office, without establishing electronic transmission.2026-10-085R126_REL012R126_E007tracks_viaR126_E001Travel Team keeps Requested/Ordered/Received status available to requesting offices.2026-10-085R126_REL013R126_E003recordsR126_E006Form captures state vital-record agency name/address; contact provenance remains external custodian.2026-10-085R126_REL014R126_E012version_ofR126_E011SSA OACT calls released 2026.2 version the current Detailed Calculator.2026-10-085R126_REL015R126_E012uses_updated_assumptions_fromREPORT_TRUSTEES_2026Calculator 2026.2 updates projected benefit/average wage assumptions using 2026 Trustees Report.2026-10-085R126_REL016R126_E011accepts_user_suppliedR126_E015The public estimator takes earnings and beneficiary characteristics supplied for each case; not an automatic MBR/MEF lookup.2026-10-085R126_REL017R126_E011generatesR126_E014OACT describes public outputs including PIA, maximum family benefit and estimated monthly benefit.2026-10-085R126_REL018R126_E011usesR126_E013Historic constants and prospective assumption sets drive estimated benefits; manual constants update does not refresh stored projections.2026-10-085R126_REL019R126_E016documents_public_implementation_ofR126_E011Public source documents source layout for standalone detailed calculator, not agency production calculation engines.2026-10-085R126_REL020R126_E016requires_library_for_buildR126_E017OACT source docs identify Boost C++ library versions for public code.2026-10-085R126_REL021R126_E018builds_windows_distribution_ofR126_E011SSA documentation identifies Windows source compiled with Microsoft Visual C/C++ 2022.2026-10-085R126_REL022R126_E019is_historical_variant_ofR126_E011OACT says legacy Fortran public calculator not updated for some years; current C++ is distributed.2026-10-085R126_REL023R126_E020batch_calculates_usingR126_E015anypiab reads multiple records from single .pia case file.2026-10-085R126_REL024R126_E021batch_calculates_usingR126_E015anypiac reads multiple individual .pia case files using a list-of-files input.2026-10-085R126_REL025R126_E020writesR126_E022OACT batch documentation explicitly names output file OUTPUT and benefit computation fields.2026-10-085R126_REL026R126_E021writesR126_E022OACT says anypiac produces the same status and output fields as anypiab.2026-10-085R126_REL027R126_E020shares_calculation_code_withR126_E016OACT identifies anypiab C++ console project using its Windows calculation libraries.2026-10-085R126_REL028R126_E023requires_followup_processingR126_E025DDS cannot directly input S1 denial; FO must post after DDS returns claim.2026-10-085R126_REL029R126_E024triggersR126_E025SSA-831-U3 item 35 S1 informs FO to process MCS EC or MACADE.2026-10-085R126_REL030R126_E025attempts_posting_viaAPP_MCSMCS Earnings Computation used for S1 denial when possible.2026-10-085R126_REL031R126_E025uses_fallbackAPP_MACADEFO uses MACADE for S1 when MCS Earnings Computation cannot process.2026-10-085R126_REL032R126_E026qualifiesAPP_POSPOMS directs POS CDB conversion for some aged 17-18 non-exception circumstances, but concurrent SSI requires PC manual handling.2026-10-085R126_REL033R126_E027requestsR126_E028DOS Passport Vital Records Section supplies consular birth evidence for qualifying requests.2026-10-085R126_REL034R126_E027requestsR126_E029DOS Passport Vital Records Section supplies death evidence for qualifying requests.2026-10-085R126_REL035R126_E027subject_toR126_E030Qualifying no-fee official SSA evidence is marked restricted government use.2026-10-085R126_REL036R126_E028may_haveR126_E030SSA POMS identifies restricted marking when obtained under Government Use Only request.2026-10-085R126_REL037R126_E029may_haveR126_E030SSA POMS identifies restricted marking when obtained under Government Use Only request.2026-10-085R126_REL038R126_E027complements_vital_records_procurementR126_E002DOS consular vital-record evidence is separate jurisdictional pathway; do not infer that VRR universally handles all DOS requests.2026-10-084R126_REL039R126_E031does_not_establish_new_master_recordSYS_NUMIDENTCommemorative card presentation is not evidence of change to Numident identity master.2026-10-085R127_R001R127_E001computes_from_assumed_earningsR127_E002Quick Calculator explicitly does not access the individual Social Security earnings record; benefit estimate is rough.2026-10-085R127_R002R127_E001is_separate_fromSYS_MEFNo authenticated direct MEF retrieval is established by the public calculator documentation.2026-10-085R127_R003R127_E003requires_user_suppliedR127_E004Benefit Calculators page distinguishes Online Calculator from authenticated my Social Security estimate by requiring the user to enter earnings.2026-10-085R127_R004R127_E003is_alternative_toR127_E001Different public estimation workflows; do not assume common computation infrastructure.2026-10-085R127_R005R127_E003is_separate_fromSYS_MEFCalculator page documents user-entered earnings, not MEF lookup.2026-10-085R127_R006R127_E005produces_estimateR127_E006Public input and life expectancy result; no personal claims record retrieval documented.2026-10-085R127_R007R127_E007publishesR127_E008SSA public indexing-factor tables are calculated/published by eligibility year.2026-10-085R127_R008R127_E008derived_fromDATA_AWI_SERIESFactors use the national average wage indexing series under benefit-computation indexing rules.2026-10-085R127_R009R127_E008relates_toPROC_AWI_CALCPublished factors are statistical output; do not infer production runtime system.2026-10-085R127_R010R127_E009governsR127_E001Quick Calculator uses estimated prior earnings rather than official user earnings.2026-10-085R127_R011R127_E009governsR127_E003Online Calculator needs manually entered annual earnings.2026-10-085R127_R012R127_E009contrasts_withAPP_MYSSAmy Social Security Retirement Estimate uses a separately authenticated account channel; do not attribute that access to public calculators.2026-10-085R127_R013R127_E010sets_fee_forR127_E011New $22 fee for computer extract of SS-5 Numident record, requests received on or after 2026-10-01.2026-10-085R127_R014R127_E010sets_fee_forR127_E012New $23 fee for copy of original SS-5, requests received on or after 2026-10-01.2026-10-085R127_R015R127_E011derives_fromSYS_NUMIDENTComputer extract is based on the Numident SS-5 electronic record; not a master record update.2026-10-085R127_R016R127_E012documents_formFORM_SS5Original application copy provided under applicable request controls.2026-10-085R127_R017FORM_SSA711requests_disclosure_ofR127_E011The SSA-711 deceased-person record request can request Numident record; disclosure restrictions apply.2026-10-085R127_R018R127_E013provided_throughR113_E030Form SSA-7050 paid detailed yearly earnings disclosure includes employer name/address; $49 per request as of Oct 1 2026.2026-10-085R127_R019R127_E013differs_fromAPP_MYSSAFree online Social Security Statement shows yearly earnings but no employer information.2026-10-085R127_R020R127_E013is_not_equivalent_toSYS_MBREmployer business address from detailed earnings disclosure is not beneficiary mailing/residence address and does not update MBR.2026-10-085R127_R021R127_E010coversR113_E030Detailed yearly earnings information $49 plus $30 optional certification, not free yearly totals.2026-10-085R127_R022R127_E014acceptsFORM_SSA711SSA-711 route for deceased-person SS-5 and Numident records; identity, authority, age and fees considered.2026-10-085R127_R023R127_E014usesAPP_FOIAXPRESS_PALPublic Access Link provides FOIA online request route.2026-10-085R127_R024R127_E014retrieves_copy_ofR127_E011May issue SS-5 computer extract under authorized request; disclosure-only copy.2026-10-085R127_R025R127_E014retrieves_copy_ofR127_E012May issue SS-5 original application copy under authorized request; disclosure-only copy.2026-10-085R127_R026APP_RASRis_subject_toR127_E015Two individual cases under same SSN cannot both be entered in RASR; MCS/MSSICS case-specific updates required.2026-10-085R127_R027R127_E015uses_alternativeAPP_MCSStaff must enter the correct representative for simultaneous cases in MCS.2026-10-085R127_R028R127_E015uses_alternativeAPP_MSSICSStaff must enter the correct representative for simultaneous cases in MSSICS.2026-10-085R127_R029R127_E016scopes_toR116_E019New claim does not inherit appointment; requires properly executed appointment for that particular case.2026-10-085R127_R030R127_E016usesR106_E009SSA-1696 establishes representation for the new claim.2026-10-085R127_R031R127_E017annotatesAPP_EDCSFO ensures Representative Involved flag on EDCS electronic folder when applicable; conditional UAT if not propagated.2026-10-085R127_R032APP_RASRrequires_downstream_reconciliationR127_E017Technicians must confirm EDCS flag; automatic update not guaranteed after jurisdiction transfer.2026-10-085R127_R033R127_E017can_requireDATA_EDCS_UAT_ALERTFor reconsideration/hearing jurisdiction transfer, update-after-transfer can be necessary when flag does not update automatically.2026-10-085R127_R034APP_RASRrequires_downstream_reconciliationAPP_MCSStaff check applicable MCS representative info screens at adjudication.2026-10-085R127_R035APP_RASRrequires_downstream_reconciliationAPP_MSSICSStaff check applicable MSSICS representative info screens at adjudication.2026-10-085R127_R036R127_E018recorded_inUI_RASR_ROCClaimant choice of principal representative recorded via RASR report of contact or updated signed SSA-1696.2026-10-085R127_R037R127_E018applies_toAPP_RASRNotice targeting does not revoke other co-representatives.2026-10-085R127_R038APP_RASRfallback_when_address_missingR127_E019SSA documents RASR acknowledgment failure caused by missing claimant address; manual correspondence required.2026-10-085R127_R039R127_E019usesAPP_DPSManual acknowledgment notice through Document Processing System when RASR fails.2026-10-085R127_R040R127_E019usesAPP_AURORAManual notice also accessible via Manage Text/AURORA.2026-10-085R127_R041R127_E020generated_byAPP_RASRAutomated notification RSR120 after valid assignment option.2026-10-085R127_R042R127_E020manual_fallback_viaAPP_DPSFailed fee assignment prompts manual DPS notice; does not invalidate otherwise proper representation.2026-10-085R127_R043R127_E020uses_registrationFORM_R96_SSA1699Representative must affiliate with fee entity using SSA-1699 and provide appropriate EIN on SSA-1696.2026-10-085R127_R044R127_E020does_not_equate_toR116_E019Fee-assignment entity affiliation is different from who is the authorized human representative for a claim.2026-10-085R127_R045SYS_MBRstores_attributeR127_E021SID line can diverge from actual SSR SSI current-pay state.2026-10-085R127_R046SYS_SSRcan_correctR127_E021Documented forced finder Type M offline query can propagate SSI status to MBR SID if identifying data consistent; requires follow-up confirmation.2026-10-085R127_R047R127_E021triggers_conditional_updateR127_E022In auto-accrete states, change to MBR SID updates Third Party Master record.2026-10-085R127_R048PROC_SSR_MBR_FORCE_FINDERupdates_conditionalR127_E021Forced finder only succeeds when MBR and SSR identifying data are consistent.2026-10-085R127_R049R127_E021produces_status_alertR127_E023In alert states SID changes must be reflected before state obtains SSI accretion/deletion alert for coverage decision.2026-10-085R127_R050R127_E022is_processed_byAPP_TPS_BUYINThird Party System handles state buy-in downstream of validated MBR/SID changes; do not infer real-time sync.2026-10-085R127_R051TXN_TYPE_M_OFFLINE_QUERYinitiatesPROC_SSR_MBR_FORCE_FINDERType M offline query can force SSR finder to update MBR SID when identifiers match.2026-10-085R127_R052R127_E024verifiesR127_E021Initial MBR readback approximately 14 days after forced finder; failure requires HQ correction escalation.2026-10-085R127_R053R127_E024verifiesR127_E022For auto-accrete state, diary 60 days after SID update and recheck Third Party line; forward to PC if wrong.2026-10-085R127_R054R127_E024requires_manual_follow_upPROC_SSR_MBR_FORCE_FINDERIdentifying mismatch yields exception; automation not guaranteed.2026-10-085R127_R055R127_E025relates_toUI_MSSICS_DIRSDevelopment of IRS information in SSI proceedings uses dated evidence; not automatic change to SSR addresses.2026-10-085R127_R056R127_E025does_not_updateSYS_SSRIRS 5B alert is a development/reopening signal; benefit-record changes require applicable adjudication.2026-10-085R127_R057R127_E026derived_fromSYS_MBRPublication states MBR is principal administrative source and includes only people whose OASDI benefits are currently payable.2026-10-085R127_R058R127_E026uses_geographyAPP_DOORSDOORS maps field offices to ZIP Codes for published tables; office area may span states.2026-10-085R127_R059R127_E026subject_toR127_E0272023 published counts use controlled rounding and small cell suppression; not exact counts for small geographic cells.2026-10-085R128_R001R128_E002is_snapshot_extracted_fromSYS_SSRCER is a monthly snapshot extracted from SSR, not a live SSR replica; later corrections do not revise earlier CER snapshots.2026-10-085R128_R002R128_E003is_snapshot_extracted_fromSYS_MBRDBAD is a monthly snapshot extracted from MBR and is not retroactively rewritten.2026-10-085R128_R003R128_E004derives_fromSYS_SSRSSI Longitudinal File derives program, payment, demographic and earnings history from SSR.2026-10-085R128_R004R128_E005is_custom_extract_fromSYS_SSRDAF22 separately extracts SSR wage data for research compilation.2026-10-085R128_R005R128_E006is_custom_extract_fromSYS_SSRDAF22 separately extracts SSR additional variables not included in core longitudinal file.2026-10-085R128_R006R128_E002contains_historical_address_attributeR128_E010CER includes an address at snapshot time; subsequent address changes may not appear retrospectively.2026-10-085R128_R007R128_E010does_not_updateSYS_SSRHistorical research copy has no documented reverse update into authoritative SSR; no downstream address update inferred.2026-10-085R128_R008R128_E007contributes_disability_decisions_toR128_E001DAF22 consumes annual 831 initial disability records; research file does not itself adjudicate claims.2026-10-085R128_R009R128_E008contributes_medical_CDR_decisions_toR128_E001DAF22 consumes archived SSA-832/833 medical continuing disability determination events.2026-10-085R128_R010R128_E004provides_longitudinal_data_toR128_E001SSA source-file documentation explicitly names SSI-LF as major source to DAF22.2026-10-085R128_R011R128_E002contributes_population_snapshot_toR128_E001CER monthly snapshot helps define the SSI population in DAF22.2026-10-085R128_R012R128_E003contributes_population_snapshot_toR128_E001DBAD monthly snapshot helps define OASDI disability population in DAF22.2026-10-085R128_R013R128_E009combines_data_fromSYS_MBRMBR extracts for DAF include PHUS data.2026-10-085R128_R014R128_E009combines_payment_history_fromDB_PHUSPHUS contains actual disbursement-date and cash payment event records rather than entitlement-only amounts.2026-10-085R128_R015R128_E009feeds_payment_history_toR128_E001Payment history inputs contribute to the DAF historical benefit construction.2026-10-085R128_R016R128_E011identifies_a_person_withinSYS_SSRSSR PAN holds person SSN, while HUN is the filing key for multi-person SSR records.2026-10-085R128_R017R128_E012is_filing_key_forSYS_SSRSSR record may cover eligible couple or child plus parents; record HUN and individual PAN need not match.2026-10-085R128_R018R128_E013is_account_filing_key_forSYS_MBRMBR CAN refers to the worker’s SSN on which entitlement is based, not necessarily auxiliary beneficiary’s own SSN.2026-10-085R128_R019R128_E014identifies_beneficiary_withinSYS_MBRMBR BOAN refers to each beneficiary’s own SSN in a CAN/BIC record.2026-10-085R128_R020R128_E015indexes_claimant_withinDB_DCFDCF files its person-centred CDR, medical and earnings tables using claimant own SSN.2026-10-085R128_R021R128_E026stored_as_related_data_groups_inDB_DCFDCF grouped records can have one person occurrence or repeated medical/earnings/CDR occurrences.2026-10-085R128_R022R128_E007uses_program_specific_identifierR128_E011In SSI file 831 identifier represents PAN and BIC A; 2024 research documentation.2026-10-085R128_R023R128_E007uses_program_specific_identifierR128_E013In SSDI file 831 identifier represents CAN and an appropriate BIC; 2024 research documentation.2026-10-085R128_R024R128_E040integrates_source_fromSYS_NUMIDENTDisability Research File annual source construction incorporates Numident identity/demographic data.2026-10-085R128_R025R128_E040integrates_source_fromSYS_MBRTitle II Disability Research File draws on MBR and related administrative data.2026-10-085R128_R026R128_E040integrates_source_fromSYS_SSRTitle XVI Disability Research File draws on SSR and related administrative data.2026-10-085R128_R027R128_E028produced_historical_research_releaseR128_E001SAS/JCL workflow and quality checks build DAF22 for research; not claim adjudication.2026-10-085R128_R028R128_E001contains_componentR128_E016DAF22 demographic file is a major source-linked analytical component.2026-10-085R128_R029R128_E001contains_componentR128_E017DAF22 annual records are distributed across annual research files.2026-10-085R128_R030R128_E001contains_componentR128_E018DAF22 ticket component records beneficiary TTW participation.2026-10-085R128_R031R128_E001contains_componentR128_E019DAF22 payments component contains EN and state VR reimbursement payment extracts.2026-10-085R128_R032R128_E020is_ten_percent_sample_ofR128_E001DAF22 10% mart selects on documented 8th/9th SSN-position rule; not stratified; rare-subgroup analyses may be biased.2026-10-085R128_R033R128_E021uses_demographic_variables_fromR128_E016Awardee Data Mart contains demographic file variables plus computed first-eligibility/payment timing.2026-10-085R128_R034R128_E021is_award_population_subset_ofR128_E001ADM restricts beneficiary scope to first SSDI/SSI payment in 1996-DAF-year period.2026-10-085R128_R035R128_E022uses_central_medical_reviews_fromR128_E023Standalone CDR file takes full medical CDR information from centrally initiated Waterfall records.2026-10-085R128_R036R128_E022uses_work_medic_and_mailer_data_fromR128_E039DCF Review/Event tables include work, medical and mailer CDR activity that is not fully in Waterfall.2026-10-085R128_R037R128_E039extracts_fromDB_DCFReview and Event tables are source of DAF medical/work and mailer CDR indicators.2026-10-085R128_R038R128_E024is_documented_variant_ofR128_E023DAF22 uses Waterfall Extract variant for CDR research.2026-10-085R128_R039R128_E025is_documented_variant_ofR128_E023DAF22 uses Waterfall Track Active variant for CDR research.2026-10-085R128_R040R128_E027is_constructed_byR128_E028DAF22 workflow includes standalone SDR disability application research file construction.2026-10-085R128_R041R128_E035is_derived_fromAPP_ITOPSSSSA documents ORDES uses iTOPSS database to evaluate TTW payments, and DAF uses cumulative EN payment report.2026-10-085R128_R042R128_E035feeds_payments_componentR128_E019Cumulative Employment Network report contributes dated payment/trigger information to DAF.2026-10-085R128_R043R128_E036is_used_to_classify_provider_inR128_E019TTW provider file differentiates EN versus state VR contractors and contains no beneficiary records.2026-10-085R128_R044APP_VRRMSprovides_reimbursement_extract_toR128_E019VRRMS state vocational-rehabilitation cost-reimbursement claims feed DAF payment history.2026-10-085R128_R045R128_E019feedsR128_E001DAF22 incorporates Ticket to Work and VR reimbursement payments as analytical provider-related records.2026-10-085R128_R046R128_E029is_provided_byORG_EDDepartment of Education RSA-911 vocational rehabilitation administrative reporting feeds SSA research under agreement.2026-10-085R128_R047R128_E030is_deidentified_extract_ofR128_E029Only verified SSN records are made linkable by assigned PIN; not all RSA clients appear in DAF.2026-10-085R128_R048R128_E031is_verified_extract_ofR128_E029RSA-911 files require SSN verification before inclusion in the deidentified DAF-RSA resources.2026-10-085R128_R049R128_E032joins_approved_program_records_fromR128_E001RSA Mini DAF contains DAF variables only for eligible vocational rehabilitation participants.2026-10-085R128_R050R128_E033verifies_identifiers_againstSYS_NUMIDENTMPR-EVS compares SSN, sex/gender, year of birth with Numident; missing name in RSA data constrains matching.2026-10-085R128_R051R128_E029undergoes_research_verification_byR128_E033RSA SSN checked before SSA assigns PIN and releases DAF-RSA linkage files.2026-10-085R128_R052R128_E033precedes_pseudonymous_linkage_usingR128_E034Verified RSA SSNs are assigned PINs via restricted SSA SSN-PIN crosswalk.2026-10-085R128_R053R128_E034supports_approved_research_linkage_ofR128_E030Crosswalk supports joining RSA and other approved files by PIN without disclosing source SSN to research end users.2026-10-085R128_R054R128_E030is_linkable_toR128_E001DAF-RSA research summary links to DAF on corresponding PINs under applicable permissions.2026-10-085R128_R055R128_E037is_restricted_extract_fromSYS_MEFMEF annual wage and self-employment data are accessible to selected SSA personnel under IRC 6103 restrictions.2026-10-085R128_R056R128_E037is_conditionally_linkable_toR128_E001Authorized SSA staff may link MEF-derived longitudinal earnings to DAF without redisclosure to outside researchers.2026-10-085R128_R057R128_E038is_derived_fromR128_E037Work indicator is based on positive wage/self-employment income, excluding transfer payments from third-party payers.2026-10-085R128_R058R128_E041documented_research_contractor_forR128_E0282024 Volume 8 names Mathematica contractor and contract 28321322D00060010, not SSA production database host.2026-10-085R128_R059R128_E045is_documented_inR128_E042MSSICS DIRS receives development notes/results when investigating IRS alerts; no evidence that DIRS directly updates SSR identity or address.2026-10-084R128_R060R128_E045compares_claimant_evidence_againstR128_E043When taxpayer denies ownership, SSA may seek taxpayer address/birthdate/signature from payer to confirm attribution of IRS transaction.2026-10-084R128_R061R128_E044may_represent_corporate_office_instead_of_local_evidence_sourceR128_E045POMS warns that IRS payer-address may identify administrative headquarters; field office should seek local evidence where feasible.2026-10-084R128_R062R128_E045routes_cross_service_area_work_viaR128_E046POMS directs IRS-alert transfer to new servicing field office if beneficiary has moved.2026-10-084R128_R063R128_E043not_documented_as_automatic_update_toSYS_SSRNo automatic SSR address-update pathway is given for an IRS alert address; procedures require ownership verification and separate program action.2026-10-084R128_R064R128_E043not_documented_as_automatic_update_toSYS_NUMIDENTVerification of external transaction address does not establish Numident updating.2026-10-084R128_R065R128_E047adds_county_unemployment_context_toR128_E032RSA Mini DAF merges county-level monthly LAUS unemployment contextual measures; no individual address verification is thereby established.2026-10-085R128_R066R128_E048adds_county_poverty_income_context_toR128_E032RSA Mini DAF includes SAIPE county poverty/income context starting with documented available periods.2026-10-085R129_R001R129_E001measuresSVC_NATIONAL_800National 800 number agent wait times aggregated by month; not a measure of abandoned calls.2026-10-085R129_R002R129_E001has_statistical_definitionR129_E002Published ASA excludes calls abandoned in the queue and divides queue seconds by answered-agent calls.2026-10-085R129_R003R129_E001documents_2013_network_transitionNET_N8NN_CARE2020Page says network transition to CARE 2020 began 2013; historical observation, not current deployment proof.2026-10-085R129_R004R129_E001includes_metric_reporting_after_CCAAS_startPLAT_N8NN_CCAASThe page identifies CCaaS metrics beginning March 23, 2023.2026-10-085R129_R005R129_E003lists_posted_disclosureR129_E004SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R006R129_E003lists_posted_disclosureR129_E005SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R007R129_E003lists_posted_disclosureR129_E006SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R008R129_E003lists_posted_disclosureR129_E007SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R009R129_E003lists_posted_disclosureR129_E008SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R010R129_E003lists_posted_disclosureR129_E009SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R011R129_E003lists_posted_disclosureR129_E010SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R012R129_E003lists_posted_disclosureR129_E011SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R013R129_E003lists_posted_disclosureR129_E012SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R014R129_E003lists_posted_disclosureR129_E013SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R015R129_E003lists_posted_disclosureR129_E014SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R016R129_E003lists_posted_disclosureR129_E015SSA FOIA Reading Room provides the title and posting date; further data lineage not inferred.2026-10-085R129_R017R129_E016catalogs_submission_optionAPP_UPLOAD_DOCUMENTSSSA forms page advertises Upload Documents for eligible forms and evidence, with alternative mail and fax options.2026-10-085R129_R018R129_E016documents_identity_step_upR129_E017Five specified forms have additional identity verification conditions before electronic submission.2026-10-085R129_R019APP_UPLOAD_DOCUMENTSenforces_evidence_type_exclusionR129_E018Uploaded electronic documents cannot replace original or certified copies where originals are required.2026-10-085R129_R020R129_E017applies_to_formFORM_SSA454BKSSA Forms electronic filing eligibility requires additional identity verification for this specific form.2026-10-085R129_R021R129_E017applies_to_formFORM_SSA827SSA Forms electronic filing eligibility requires additional identity verification for this specific form.2026-10-085R129_R022R129_E017applies_to_formFORM_SSA_2574SSA Forms electronic filing eligibility requires additional identity verification for this specific form.2026-10-085R129_R023R129_E017applies_to_formFORM_SSA2935SSA Forms electronic filing eligibility requires additional identity verification for this specific form.2026-10-085R129_R024R129_E017applies_to_formFORM_SSA8510SSA Forms electronic filing eligibility requires additional identity verification for this specific form.2026-10-085R129_R025R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA85SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R026R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA86SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R027R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA510SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R028R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA539SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R029R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA4631SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R030R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA4632SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R031R129_E016lists_online_webform_and_pdf_upload_option_forFORM_HA4633SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R032R129_E016lists_online_webform_and_pdf_upload_option_forFORM_SSA44SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R033R129_E016lists_online_webform_and_pdf_upload_option_forFORM_SSA25SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R034R129_E016lists_online_webform_and_pdf_upload_option_forFORM_SSA371SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R035R129_E016lists_online_webform_and_pdf_upload_option_forFORM_SSA372SSA Forms 2026 index displays both Complete Online Form and Upload PDF for this form.2026-10-085R129_R036R129_E019has_statistical_definitionR129_E020Same-year awards/applications ratio cannot be interpreted as a cohort allowance or award rate.2026-10-085R129_R037R129_E021superseded_for_publication_byR129_E019Supplement identifies the continuing OACT table as reason Table 6.C7 is dropped.2026-10-085R129_R038R129_E022analyzesDOM_REPPAYEEThe brief studies representative payee prevalence and administrative advance designation; the web summary does not specify underlying record extraction.2026-10-085R129_R039R129_E023organizational_component_ofORG_SSA_OITAOAG public contracting office directory lists a Division of IT Equipment & Maintenance.2026-10-085R129_R040R129_E024organizational_component_ofORG_SSA_OITAOAG public contracting office directory lists a Division of IT Software & Maintenance.2026-10-085R129_R041DATA_OHO_WORKLOAD_PUBLICdocuments_adjusted_receipts_ruleR129_E025Office net receipt figures can be negative when transfers out exceed new receipts.2026-10-085R129_R042R129_E026published_alongsideDATA_OHO_WORKLOAD_PUBLICBoth are separate FY2026 OHO public workload statistics; no underlying software linkage inferred.2026-10-085R129_R043R129_E027published_alongsideDATA_OHO_WORKLOAD_PUBLICAverage processing time office rankings are published separately from workload counts and hearing-held wait times.2026-10-085R129_R044R129_E029monthly_publication_ofDATA_RSI_APPLICATION_VOLUMESThe 2016-onward CSV is a downloadable statistical publication within the retirement/survivor application volume collection.2026-10-085R129_R045APP_MCSnightly_transfers_claim_information_toDB_TITLE2_ODSSSA Open Data documents MCS nightly download to the Title II ODS for initial claims management information; implementation not disclosed.2026-10-085R129_R046R129_E029derived_fromDB_TITLE2_ODSTitle II ODS supports national level claims counts aggregated through batch processing.2026-10-085R129_R047R129_E029uses_reporting_periods_fromDATA_DOWRDOWR receipt dates define reporting periods, which can differ from ordinary calendar months.2026-10-085R129_R048R129_E030annotates_filing_source_inAPP_MCSSSA states the online system places an Internet-origin indicator on certain online application types; not proof of a separate MCS column.2026-10-084R129_R049R129_E029groups_byR129_E030Internet versus other application routes contribute to public receipt and clearance counts.2026-10-085R130_R001R130_E001handled_byAPP_MSSICSDefined age-65 Title XVI scenarios use a system-entered date differing from legally correct filing date.2026-10-085R130_R002R130_E001requires_manual_annotationR130_E002Under system limitation, technician must annotate true earlier filing date in SSR remarks.2026-10-085R130_R003R130_E002recorded_inSYS_SSRSSA explicitly directs true SSI filing date into SSR remarks when system-entered date differs.2026-10-085R130_R004R130_E003entered_onUI_MCS_DECIReopening of an earlier denial uses FDC=C in MCS Decision Input for FO1 workload accounting.2026-10-085R130_R005R130_E003documentsR130_E006FDC code C applies to reopening requests with material file date and receipt date tied to reopening request.2026-10-085R130_R006R130_E004documented_onUI_IMNUElectronically signed first-party iClaim receipt date is the complete date on IMNU.2026-10-085R130_R007APP_ICLAIMestablishes_receipt_timestamp_beforeAPP_MCSiClaim submission date, not later MCS establishment date, determines receipt for first-party electronic filing.2026-10-085R130_R008R130_E005may_determineDATA_TITLE2_APP_FILING_DATEIn specified mail cases postmark within 5 days after closeout can control application receipt date.2026-10-085R130_R009R130_E006documented_in_claims_reopeningAPP_MCSMFD for prior denial reopening is same as reopening request receipt date, not original earlier filing.2026-10-085R130_R010APP_UPLOAD_DOCUMENTSrequires_staff_processing_viaR130_E007POMS says Upload Documents electronically signed benefit applications are manually loaded like paper into MCS or CCE.2026-10-085R130_R011R130_E007requires_manual_entry_toAPP_MCSEmployee must enter signed benefit application contents into MCS when applicable.2026-10-085R130_R012R130_E007requires_manual_entry_toAPP_CCEEmployee must enter signed benefit application contents into CCE when applicable.2026-10-085R130_R013APP_UPLOAD_DOCUMENTSappendsR130_E008PDF includes separate electronic-signature information page associated with electronic submission.2026-10-085R130_R014WORK_MCS_ATTEST_ISSUErequires_method_annotationR130_E009MCS DW01 ATTEST propagates for signature methods other than formal attestation; signature method must be stated.2026-10-085R130_R015R130_E009recorded_onUI_MCS_DW01Technician remarks identify wet signature, upload docs, or CPAS to avoid ambiguous ATTEST interpretation.2026-10-085R130_R016PROC_CPASaccepts_supporting_artifactR130_E010Commercial signature certificate may carry date and time when attached at initial submission.2026-10-085R130_R017R130_E011governsPROC_CPASCPAS requires signature name placement plus date and time; separate late certificate unacceptable.2026-10-085R130_R018R130_E010must_satisfyR130_E011Certificate must accompany signed form and contain date and time if absent on form.2026-10-085R130_R019R130_E012controls_receipt_applicability_ofPROC_CPASPOMS threshold applies to CPAS forms submitted on/after January 18, 2025.2026-10-085R130_R020APP_EVIDhas_record_finalization_controlR130_E013EVID is locked after completion and can only be deleted by authorized management.2026-10-085R130_R021R130_E013subsequent_annotation_viaAPP_MCSLater clarification goes on MCS RPOC or CCE Report of Contact rather than editing locked EVID entry.2026-10-085R130_R022R130_E013subsequent_annotation_viaAPP_CCELater clarification can be entered on CCE Report of Contact page.2026-10-085R130_R023APP_EVIDhas_fieldR130_E014EVID cross-reference SSN field can link evidence used across concurrent claims filed under different SSNs.2026-10-085R130_R024R130_E014supports_logical_person_reconciliation_betweenSYS_MBRCross-referenced claim SSNs preserve the context of claimant versus claim-account SSNs, not a physical enterprise person store.2026-10-084R130_R025R130_E015recorded_inAPP_EVIDState/local online custodian provenance is entered in EVID comments when used as certified evidence.2026-10-085R130_R026R130_E016governs_temporary_evidence_forAPP_MCSTemporary photocopy files used to develop initial claims are destroyed after adjudication.2026-10-085R130_R027R130_E017governs_evidence_coding_inAPP_MCSMCS public-record proof entries must include enough audit information or evidence is recorded on EVID.2026-10-085R130_R028R130_E017governs_evidence_coding_inAPP_PERSON_INFOCCE Person Information needs sufficient public-record detail or EVID entry.2026-10-085R130_R029R130_E018documents_state_source_inR130_E015Custodian-certified state/local evidence provenance must be traceable through online access source annotation.2026-10-085R130_R030R130_E019directs_alien_registration_evidence_toREPO_NDREDForeign registration document images go to NDRed via Evidence Portal, not EVID entries.2026-10-085R130_R031R130_E019directs_certain_wc_pdb_evidence_toREPO_EFWC/PDB evidence documentation may require permanent storage in Certified Electronic Folder rather than EVID coding.2026-10-085R130_R032R130_E020supports_conditional_reuse_fromSYS_MBRPrior age or status proofs may be reused when same proof standard and sufficient audit trail exist.2026-10-085R130_R033R130_E020supports_conditional_reuse_fromSYS_SSRPrior age or status proofs may be reused from SSI record when supported, no automatic synchronization inferred.2026-10-085R130_R034R130_E020supports_conditional_reuse_fromSYS_NUMIDENTPrior age evidence may be accepted from Numident under POMS, not proof every program record updated.2026-10-085R130_R035R130_E021furnished_toAPP_PEBESPuerto Rico revenue agency tax files supply mailing addresses to Statement eligibility/production process.2026-10-085R130_R036R130_E022furnished_toAPP_PEBESVirgin Islands tax files supply mailing addresses for eligible territorial non-federal-tax filers.2026-10-085R130_R037DB_IRS_IMFpermitted_address_use_limited_byR130_E023IRS IMF taxpayer address used for automatic statement mailings under IRC 6103(m)(7).2026-10-085R130_R038R130_E023governsDATA_IRS_STATEMENT_MAIL_ADDRStatutory use is Statement production, not general beneficiary address master-record updating.2026-10-085R130_R039APP_PEBESproduces_statement_formatR130_E024Online personal Statement variant made available through my Social Security.2026-10-085R130_R040APP_MYSSAdelivers_statement_formatR130_E024SSA-7005-SM-OL delivered through authenticated portal.2026-10-085R130_R041APP_PEBESproduces_statement_formatR130_E025System-initiated SSA-7005-SM-SI used for eligible automatic paper Statements.2026-10-085R130_R042APP_PEBESproduces_statement_formatR130_E026On-request SSA-7005-SM-OR generated for eligible requests.2026-10-085R130_R043R130_E026printed_bySERVICE_SSA_PMFSSA Print/Mail Facility handles on-request Statements, separate from contractor automatic Statement mailing.2026-10-085R130_R044R130_E025subject_toR130_E027Returned automatic Statements are destroyed without remailing under stated POMS procedure.2026-10-085R130_R045R130_E021determines_locale_inR130_E028Statements automatically issued using Puerto Rican government address use Spanish locale.2026-10-085R130_R046R130_E029constrains_selection_byDB_STATEMENT_HISTORYRequests in previous 11 months can exclude recipient from automatic mailing selection.2026-10-085R130_R047R130_E029constrains_selection_byAPP_WMSPending Title II claims can exclude recipient from automatic mailing selection.2026-10-085R130_R048R130_E029constrains_selection_bySYS_MBRMBR payment/entitlement conditions affect eligible population for automatic mailing.2026-10-085R130_R049R130_E029applies_toR130_E025System-initiated Statement population follows POMS eligibility and exclusion conditions.2026-10-085R130_R050APP_IAPPTrestricts_editable_person_inputs_withR130_E030iAppt claimant can change name, DOB and sex but not propagated SSN; mailing address is separately self-reported.2026-10-085R130_R051R130_E030does_not_automatically_correctSYS_NUMIDENTAppointment attributes are self-supplied and not automatically verified Numident identity updates.2026-10-085R130_R052R130_E031limits_eligibility_forAPP_IAPPTCurrent-payment MBR, pending MCS claim, SSN electronic block, or foreign residence lead to separate assistance route.2026-10-085R130_R053R130_E031checks_current_benefit_status_againstSYS_MBRPOMS explicitly cites MBR current-payment as a reason iAppt cannot be accessed.2026-10-085R130_R054R130_E031checks_pending_claim_status_againstAPP_MCSPOMS explicitly cites a pending MCS claim on claimant SSN as exclusion.2026-10-085R130_R055R130_E032characterizesDATA_OACT_SOCSEC_POP_DOWNLOAD_2026OACT public population datasets have Jan 1, Jul 1, Dec 31 reference date values across historical and projected timelines.2026-10-085R130_R056MODEL_OACT_POPULATIONsupports_publication_with_date_dimensionsR130_E032Population projection and reporting products have reference-date semantics, not one undifferentiated population figure.2026-10-085R130_R057R130_E033public_interface_feature_ofAPP_MYSSAMay 12 2026 SSA portal redesign added up-to-three estimate comparison chart; technology vendor not identified.2026-10-085R131_R001APP_OSSNAProutes_usingR131_E001EM 26004 establishes dynamic self-service versus hybrid routing effective January 31, 2026.2026-10-085R131_R002R131_E001routes_toR131_E002Eligible cases failing online checks are routed to hybrid in-office completion.2026-10-085R131_R003R131_E001routes_toR131_E003Eligible adult U.S.-citizen original/replacement-card cases may complete self-service online.2026-10-085R131_R004R131_E003uses_authentication_fromSVC_LOGIN_GOVAuthenticated online path supports Login.gov third-party credentials for eligible applicants.2026-10-085R131_R005R131_E003uses_authentication_fromSVC_IDMEAuthenticated online path supports ID.me third-party credentials for eligible applicants.2026-10-085R131_R006R131_E002establishes_referenceR131_E004Hybrid card request generates an online control number for applicant follow-up.2026-10-085R131_R007R131_E002offers_appointment_throughAPP_ESS2026 guidance pairs hybrid card processing with ESS in-person appointment scheduling, generally within 45 days.2026-10-085R131_R008R131_E002requires_evidence_review_inAPP_SSNAPHybrid requests require field-office adjudicative steps in SSNAP.2026-10-085R131_R009R131_E002separates_scheduling_authentication_fromR131_E005EM 26004 differentiates appointment scheduling sign-in from the proof required for card issuance.2026-10-085R131_R010R131_E005does_not_authoritatively_updateSYS_NUMIDENTAppointment authentication alone neither proves a Numident change nor creates a new authoritative SSN record.2026-10-085R131_R011APP_ISSNRCpublic_interface_retired_underR131_E006Legacy public screen functionality incorporated into oSSNAP under streamlining, without asserting its backend database was deleted.2026-10-085R131_R012R131_E006public_functionality_transitioned_toAPP_OSSNAPEM 26004 announces oSSNAP as successor user-facing card flow.2026-10-085R131_R013APP_OSSNAPconstrains_online_intake_byR131_E007Exclusions limit eligible self-service and hybrid requests; manual channels still serve exceptions.2026-10-085R131_R014PROC_ERAPgroups_representative_availability_byR131_E008ERAP requires one national submission for each DSG.2026-10-085R131_R015R131_E008submits_availability_forR131_E009DSG provides hearing schedule availability for a designated target scheduling month.2026-10-085R131_R016PROC_ERAPappliesR131_E010SSA implemented national DSG submission for target scheduling month January 2026.2026-10-085R131_R017PROC_ERAPuses_future_submission_deadlineR131_E011National process sets five-month planning horizon and default availability when deadline is missed.2026-10-085R131_R018R131_E011applies_toR131_E009Due date is calculated relative to target scheduling month.2026-10-085R131_R019APP_REP_AVAIL_PORTALaccepts_availability_forR131_E008The availability portal takes designated group monthly submissions.2026-10-085R131_R020R131_E012supportsPROC_ERAPExternal liaison assists representatives submitting ERAP availability by alternate channels.2026-10-085R131_R021APP_REP_AVAIL_PORTALauthenticates_usingAPP_MYSSASSA representative availability submission portal uses my Social Security access and representative authorization controls.2026-10-085R131_R022DATA_ERPS_ORG_IDuses_physical_address_componentR131_E013Organizational payee ID uses ZIP of organizational physical location, not beneficiary residence.2026-10-085R131_R023DATA_ERPS_ORG_IDconstructed_underR131_E014SSA assigns organizational identifier using location ZIP plus sequence.2026-10-085R131_R024APP_ERPSholds_attributeR131_E013Physical location is entered for organizational payee registration and affects ID construction.2026-10-085R131_R025APP_ERPSconstrains_joint_guardian_record_toR131_E015Joint guardians cannot each serve as independent record key for the same appointment; first named SSN identifies the record.2026-10-085R131_R026R131_E015uses_identifier_typeDATA_ERPS_INDIVIDUAL_IDJoint guardian arrangement is identified by first named guardian SSN, not by a compound person identifier.2026-10-085R131_R027APP_ERPSuses_classification_ruleR131_E016Current POMS says legal structure determines whether applicant is coded Individual or Organization.2026-10-085R131_R028R131_E016affects_record_identifierDATA_ERPS_ORG_IDOrganization coding results in ZIP-plus-sequence record key.2026-10-085R131_R029R131_E016requires_manager_ein_verificationPROC_ERPS_EIN_VERIFICATIONCorporate/government payees require verification of EIN using organizational records.2026-10-085R131_R030R131_E016affects_payment_record_type_onSYS_MBRPayee type is separately recorded on MBR with program payment information.2026-10-085R131_R031R131_E016affects_payment_record_type_onSYS_SSRPayee type is separately recorded on SSR with program payment information.2026-10-085R131_R032PROC_IRMAA_NEW_INITIALuses_nonautomatic_spouse_propagation_ruleR131_E017New determination applies to requesting individual only; spouse/ex-spouse must act separately.2026-10-085R131_R033PROC_IRMAA_NEW_INITIALmay_collect_last_known_third_party_contactR131_E018Beneficiary can supply spouse last known address when claiming they did not reside together for an entire tax year.2026-10-085R131_R034PROC_IRMAA_NEW_INITIALrequires_tax_correction_documentation_underR131_E019POMS requires proof of IRS-amended/corrected tax information; allegation alone insufficient.2026-10-085R131_R035R131_E019may_acceptDATA_IRS_ACCOUNT_TRANSCRIPTIRS account or related tax transcript can corroborate corrected tax record as appropriate.2026-10-084POMS generally mentions IRS transcript, not exact category in each scenario.R131_R036R131_E019uses_source_agencyORG_IRSCorrection must be supported by IRS information before SSA uses a revised MAGI amount.2026-10-085R131_R037PROC_SSI_LIQUID_RESOURCE_RZcollects_institution_contact_addressR131_E020Financial resource interview asks for institution name and address in association with alleged asset.2026-10-085R131_R038PROC_SSI_LIQUID_RESOURCE_RZrequiresR131_E021SSI RZ procedure specifies financial institution contact permission requirement.2026-10-085R131_R039UI_CCE_FIN_ACCOUNTSrecords_financial_account_identified_byDATA_SSR_DD_INDICATORDirect deposit indicator may serve as lead to separately record relevant account as SSI resource.2026-10-085R131_R040PROC_SSI_LIQUID_RESOURCE_RZapplies_early_payment_exclusionR131_E022Resource calculation examines transaction-level bank history and excludes appropriately advance-dated SSI receipt.2026-10-085R131_R041R131_E022uses_evidence_fromDATA_FI_BANK_STATEMENT_EVIDENCESSA considers bank transactions and documentary record when computing first-of-month countable balance.2026-10-085R131_R042APP_IRMAAgenerates_notice_productR131_E023Type 690 communicates reconsideration affirmation after annual verification.2026-10-085R131_R043APP_IRMAAgenerates_notice_productR131_E024Type 700 communicates corrected IRMAA decision following reconsideration.2026-10-085R131_R044SYS_NUMIDENThas_privacy_governed_fraud_contact_categoryR131_E025Updated SORN 60-0058 includes application-derived contact data for fraud review. It does not imply universal authoritative address status.2026-10-085R131_R045R131_E025subject_to_governanceSYS_NUMIDENTSORN governs purpose and disclosure, not record update behavior.2026-10-085R131_R046DATA_HRS_SERhas_current_distribution_exclusionR131_E026HRS product release page explicitly excludes social security weights from this summary earnings distribution.2026-10-084Competing historical relationship preserved and flagged.R131_R047EX_TREASURY_OACT_MONTHLY_TRUST_DATAfeeds_monthly_annual_financial_reportingR131_E027OACT states Treasury manages trust funds and supplies monthly operations/investment information.2026-10-085R131_R048R131_E027supports_publication_datasetDATA_OACT_TRUST_FUND_HOLDINGSOACT publishes end-of-month investment holdings from monthly Treasury-provided financial information.2026-10-085R131_R049R131_E027supports_publication_datasetDATA_OACT_TRUST_FUND_TRANSACTIONSOACT supplies monthly and annual trust-fund transaction views.2026-10-085R131_R050APP_ERPSuses_applicant_video_identity_controlR131_E028SSA supports approved remote interviews when other requirements permit; NUMIDENT or organizational verification still required.2026-10-085R131_R051R131_E028checks_individual_identity_fromSYS_NUMIDENTVideo identity confirmation for individual applicant uses NUMIDENT.2026-10-085R131_R052R131_E028checks_organization_location_attributeR131_E013Remote organizational applicant verification includes the organization physical address and EIN; distinct from payee customer residence.2026-10-085R131_R053PROC_ERPS_EIN_VERIFICATIONobserves_identity_collision_riskR131_E029SSA POMS notes shared or multiple organizational EINs; EIN alone cannot uniquely identify physical payee location.2026-10-085R131_R054R131_E029motivates_secondary_organization_identifierDATA_ERPS_ORG_IDeRPS uses physical ZIP plus sequence for internal organization identifier.2026-10-085R132_R0001ORG_DDSmaintains_records_categoryR132_E0001DDS case intake/release requires manual case control records retained at least 12 months after final release.2026-10-085R132_R0002ORG_DDSmaintains_records_categoryR132_E0003DDS system-produced edits, alerts, tapes and printouts are classified as SSA data acquisition and response records.2026-10-085R132_R0003R132_E0003subject_to_retention_ruleR132_E0004Acquire/response records retained for at least five days, at most 90 days, under POMS, for corrections/reconstruction.2026-10-085R132_R0004DB_DDS_CE_PROVIDER_FILEsubject_to_retention_ruleR132_E0002Consultative-provider files are purged every six years except in open audits.2026-10-085R132_R0005ORG_DDSretains_nonmedical_residual_recordsR132_E0005Nonmedical DDS leftover case material survives transfer pending adjudication.2026-10-085R132_R0006R132_E0005subject_to_retention_ruleR132_E0006Residual nonmedical case documentation retained until adjudication, then disposed when no longer needed.2026-10-085R132_R0007ORG_DDSgenerates_statistical_product_familyR132_E0007DDS maintains noncontrolled, routine statistical and operational reports.2026-10-085R132_R0008R132_E0007subject_to_retention_ruleR132_E0008Six-year destruction rule for DDS routine reports.2026-10-085R132_R0009ORG_DDSsubject_to_fiscal_record_retentionR132_E0009Selected vouchers, letter of credit and facilities/equipment records remain until federal audit closure.2026-10-085R132_R0010ORG_DDSsubject_to_correspondence_record_retentionR132_E0010General communication and reference DDS files have a six-year disposal schedule.2026-10-085R132_R0011ORG_DDSsubject_to_it_acquisition_gateR132_E0011State DDS major IT acquisitions require Central Office advance written approval.2026-10-085R132_R0012R132_E0011requires_feasibility_evidenceR132_E0012New or replacement DDS system proposal requires feasibility and cost-benefit analysis.2026-10-085R132_R0013ORG_DDSmust_document_new_replacement_itR132_E0012DDS IT feasibility studies for State review may substitute if covering all required criteria.2026-10-085R132_R0014ORG_DDSsubject_to_accuracy_oversightR132_E0013DDS initial performance accuracy below 90.6 percent triggers joint corrective-action analysis.2026-10-085R132_R0015PROC_DDS_ACCURACY_REVIEWevaluated_against_thresholdR132_E0013Initial performance review effectiveness assessed using 90.6 percent published benchmark.2026-10-085R132_R0016ORG_DDStracked_by_indicator_familyR132_E0014Accuracy is evaluated alongside timeliness, pending counts, aged cases, personnel and PPWY.2026-10-085R132_R0017ORG_DDSmaintains_management_monitoring_processR132_E0015States are responsible for day-to-day monitoring while SSA sets performance standards and provides oversight.2026-10-085R132_R0018R132_E0015may_generate_special_reportsR132_E0016DDS management can analyze types of errors, adjudicator error patterns and CE/technical denial review types.2026-10-085R132_R0019R132_E0015uses_performance_indicator_familyR132_E0014Continuous DDS monitoring uses management information and QA data; no common IT platform identified.2026-10-085R132_R0020DATA_DDS_ACCURACYinforms_oversight_thresholdR132_E0013DDS accuracy statistics help assess compliance with initial-performance standard.2026-10-085R132_R0021ORG_DDSsubmits_quarterly_obligation_reportsR132_E0017Quarterly signed SSA-4513 plus appropriate Addendum records financial commitments by federal fiscal year.2026-10-085R132_R0022R132_E0017uses_reporting_formFORM_SSA4513SSA-4513 reports quarter-to-date cumulative obligations for DDS.2026-10-085R132_R0023R132_E0017may_include_addendumFORM_SSA4513_ADDAddendum supplies unliquidated obligations, financial adjustments, indirect cost agreements.2026-10-085R132_R0024R132_E0017separates_prior_year_balancesR132_E0018State DDS prepares separate SSA-4513 for each past FY having unliquidated balances.2026-10-085R132_R0025R132_E0017subject_to_filing_deadlineR132_E0020Signed SSA-4513 due by 25th day of month following quarter close.2026-10-085R132_R0026PROC_DDS_STATE_FUNDING_AUTHuses_quarterly_obligation_dataR132_E0017State DDS financial oversight references fiscal year obligation reporting rather than inferred award or grant disbursement data.2026-10-085R132_R0027ORG_DDSmay_supply_transaction_validation_sampleR132_E0019One randomly selected state quarterly supplies three state-selected transactions for SSA regional review.2026-10-085R132_R0028R132_E0019validates_quarterly_obligation_reportingR132_E0017Accounting transactions or invoices are evidence supporting SSA-4513 information.2026-10-085R132_R0029PLAT_BSOpilots_access_authorization_flowR132_E0021BSO pilot launched January 10, 2026; avoid treating pilot as agencywide launch.2026-10-085R132_R0030PROC_BSO_AUTHORIZATIONevaluates_pilot_authorizationR132_E0021Employer authorization redesign includes a pilot stage, not evidence of final migration.2026-10-085R132_R0031R132_E0021grants_pilot_access_to_roleR132_E0022Pilot permits Responsible Entity Officers and delegated users for participating entities.2026-10-085R132_R0032PLAT_BSOrecognizes_entity_level_access_roleR132_E0022Responsible Entity Officer role manages access for participating employer entities.2026-10-085R132_R0033DB_HA_CASE_CONTROL_RECORDSsupports_record_retrieval_byR132_E0023SORN documents SSN, name and folder number as retrieval routes.2026-10-085R132_R0034DB_HA_CASE_CONTROL_RECORDSgoverned_by_tax_data_use_restrictionR132_E0024IRS return information in HA records remains constrained by IRC 6103.2026-10-085R132_R0035DB_HA_CASE_CONTROL_RECORDSsubject_to_relevant_nara_schedulesR132_E0025H&A SORN references leadership and legal retention schedules for records within applicable categories.2026-10-085R132_R0036PROC_MANUAL_RP_SELECTIONuses_title_xvi_manual_exceptionR132_E0027Rep payee without SSN requires documented manual SSI record processing.2026-10-085R132_R0037R132_E0027accepts_manual_ssi_formR132_E0026SSA-450 provides documented alternate SSI manual input route.2026-10-085R132_R0038R132_E0027accepts_manual_1719bFORM_SSA1719BSSA-1719B manual input is permitted in applicable no-SSN cases.2026-10-085R132_R0039R132_E0027supports_conditional_ssr_record_actionSYS_SSRSpecific manual form procedure may update SSR; not an unconditional address or identity cross-system sync.2026-10-084R132_R0040DB_AC_WORKING_FILEsubject_to_new_condition_filing_exceptionR132_E0028Pending AC case may coexist with new application only under specified new-critical/disabling-condition exception.2026-10-084R132_R0041APP_EDCSsupports_conditional_appeal_filing_developmentR132_E0028EDCS Appeals segment receives documentation to support downstream AC processing in specified cases.2026-10-084R133_R0001R133_E0001accepts_requestR133_E0006Title II service-center reclamation document and abandonment requests are entered via TOFR.2026-10-085R133_R0002R133_E0006uses_applicationR133_E0001Title II documentation request workflows use TOFR after checking existing systems.2026-10-085R133_R0003R133_E0006consultsSVC_TCISBefore seeking a Treasury document, PC checks TCIS Dashboard for available documents.2026-10-085R133_R0004R133_E0006consultsAPP_PAPERLESS_PSCBefore seeking Treasury document, PC verifies if Paperless already has its PDF.2026-10-085R133_R0005R133_E0003user_interface_ofSVC_TCISReclamation document images are accessible on the TCIS Dashboard but not necessarily TCIS Claims Detail.2026-10-085R133_R0006R133_E0006checksR133_E0003Treasury Dashboard document presence is checked before TOFR request.2026-10-085R133_R0007R133_E0004transmits_data_toAPP_PAPERLESS_PSCTreasury provides PDF reclamation documents electronically to PSC Paperless via Web-Paperless Interface.2026-10-085R133_R0008R133_E0006uses_interfaceR133_E0004Pre-request check identifies documents arriving via Web-Paperless.2026-10-085R133_R0009R133_E0006uses_recordDATA_PPC_ACRPSC annotates its Action Control Record when TOFR or email inquiry is sent.2026-10-085R133_R0010R133_E0006queues_followup_inR133_E0005Action Control Record goes into Development Hold File for 30-day control and second request.2026-10-085R133_R0011R133_E0006identifies_case_withR133_E0002Treasury reclamation ticket number from TCIS Claims Detail identifies the request.2026-10-085R133_R0012R133_E0002retrieved_fromSVC_TCISTCIS Claims Detail tab records Treasury reclamation ticket identifiers.2026-10-085R133_R0013R133_E0006requestsR133_E0007FS-133 reclamation notice is one of the documents requested through TOFR.2026-10-085R133_R0014R133_E0006requestsR133_E0008FS-135 debit request is subject to limited eligibility/availability conditions.2026-10-085R133_R0015R133_E0006subject_toR133_E0017Document requests usually wait for the financial institution response period.2026-10-085R133_R0016R133_E0007viewed_inR133_E0003FS-133 image is accessible in TCIS Dashboard under documented conditions.2026-10-085R133_R0017R133_E0008viewed_inR133_E0003FS-135 is a Treasury debit request document, distinct from Notice FS-133.2026-10-085R133_R0018R133_E0010uses_applicationR133_E0001Title II check-reclamation abandonment requests use TOFR via PSC.2026-10-085R133_R0019R133_E0010uses_formR133_E0009After Treasury check abandonment request, SSA-4208 is coded to update debt accounting.2026-10-085R133_R0020R133_E0010may_requireR133_E0013For Title XVI erroneous death, SSA examines SSR PMTH credits before Treasury abandonment.2026-10-085R133_R0021R133_E0013is_attribute_ofDATA_SSR_PMTHSSI reclamation credits appear in SSR Payment History PMTH payflag fields.2026-10-085R133_R0022R133_E0012is_attribute_ofSYS_SSRTitle XVI U TAC is a documented flag on the Supplemental Security Record.2026-10-085R133_R0023R133_E0010may_requireR133_E0012If funds already credited on SSI PMTH, employee posts U TAC before Treasury abandons reclamation.2026-10-085R133_R0024R133_E0012preventsR133_E0014SSI U-TAC prevents erroneous underpayment re-release after Treasury reverses an incorrect reclamation.2026-10-085R133_R0025R133_E0010may_result_inR133_E0014A Treasury return plus family repayment can lead to double recovery and manual reconciliation.2026-10-085R133_R0026R133_E0011applies_toPROC_EFT_RECLAMATIONSeparate EFT reversal procedure addresses U.S. bank payment reclamation and excludes already returned SSA credits.2026-10-085R133_R0027R133_E0011may_requireR133_E0014EFT abandon request does not automatically refund bank when SSA already received payment; use dual-recovery procedures.2026-10-085R133_R0028R133_E0015is_attribute_ofDB_PHUSTitle II returned payments usually post event 009 RET CHECK to PHUS.2026-10-085R133_R0029R133_E0016is_attribute_ofSYS_MBRReturned Title II payment normally reduces BSPA on MBR; exceptions require manual posting.2026-10-085R133_R0030R133_E0016is_attribute_ofDB_PHUSReturned Title II payment normally also reduces BSPA on PHUS.2026-10-085R133_R0031R133_E0018consumesMODEL_OACT_POPULATIONHistorical and projected Social Security area population by single-year age and sex is a primary input.2026-10-085R133_R0032R133_E0018consumesR133_E0019SSI historical current and suspended recipient counts by age/sex/qualification are a primary input.2026-10-085R133_R0033R133_E0018consumesR133_E0020SSI historical status transitions into/out of current payment are a primary input.2026-10-085R133_R0034R133_E0018consumesR133_E0021Historical total federal SSI payments by demographic and eligibility categories are a primary input.2026-10-085R133_R0035R133_E0018uses_ruleR133_E0022Separate projected flow types include awards, reinstatements, death, income suspension and other suspension.2026-10-085R133_R0036R133_E0018producesDATA_SSI_AR_IVB1_APPLICATIONSSSI Annual Report application forecasts form part of published projections; exact table processing not specified.2026-10-084Methodological publication tie, not physical interface.R133_R0037R133_E0018uses_assumptions_fromDATA_SSI_AR_IVA1_POP2026 SSI projections incorporate 2026 Trustees population assumptions represented in SSI report Table IV.A1.2026-10-085R133_R0038R133_E0018uses_assumptions_fromDATA_SSI_AR_IVA2_FBR2026 SSI payments projection incorporates federal benefit rate assumptions and COLA from Table IV.A2.2026-10-085R133_R0039R133_E0018contributes_toREPORT_SSI_ANNUAL_20262026 Annual SSI Report publishes model recipient and payment projections for 2026 through 2050.2026-10-085R133_R0040R133_E0023uses_applicationAPP_EDCSTitle II medical CDR reconsideration is documented and transferred through EDCS.2026-10-085R133_R0041APP_EDCSconditionally_updatesDB_DCFFor Title II medical CDR reconsideration, EDCS transfer automatically updates DCF; excludes cases outside EDCS.2026-10-085R133_R0042APP_EDCSconditionally_updatesSYS_MBRFor Title II medical CDR reconsideration EDCS transfer automatically updates MBR, with five-day verification and exception paths.2026-10-085R133_R0043R133_E0023requires_check_ofSYS_MBRField office verifies MBR updates within five days and performs manual actions if update fails.2026-10-085R133_R0044R133_E0024updatesDB_DCFExcluded Title II CDR reconsideration appeals can be entered in DCF through EDCS EEAI screen.2026-10-085R133_R0045DB_DCFfeedsR133_E0025DCF passes excluded CDR appeal information into Title II background program for MBR update.2026-10-085R133_R0046R133_E0025conditionally_updatesSYS_MBRBackground program can post excluded Title II CDR appeal request to MBR without POS input.2026-10-085R133_R0047R133_E0024creates_work_controlR133_E0026Certain excluded Title II CDR hearing appeals create ALJT2EX tickle in DCF.2026-10-085R133_R0048R133_E0026recorded_inDB_DCFALJT2EX tickle may not be visible in DCF pending-file/MI Central regular case lists.2026-10-085R133_R0049R133_E0028awarded_toR133_E0027SSA 2023 OAG historical record identifies GDIT as awardee of 28321323FDX030127.2026-10-085R133_R0050R133_E0029awarded_toORG_IBMSSA 2023 OAG record identifies IBM as awardee of 28321322FDS030217.2026-10-085R133_R0051R133_E0015may_involveR133_E0016PHUS event 009 and MBR/PHUS BSPA reduction are related returned-payment status changes.2026-10-085R134_R0001PROC_1634_MEDICAIDis_subject_to_statutory_ruleR134_E0001Section 1634 Medicaid eligibility association is subject to the new citizenship/status federal funding limits.2026-10-095R134_R0002ORG_STATE_MEDICAIDapplies_federal_eligibility_limits_underR134_E0001State Medicaid programs operate under the federal participation rule with listed exceptions.2026-10-095R134_R0003PROC_1634_MEDICAIDwill_be_subject_toR134_E0002Two-month retroactivity change is future-dated for SSI/SSP Medicaid determinations from January 2027.2026-10-095R134_R0004SYS_SSRprovides_ssi_eligibility_context_forPROC_1634_MEDICAIDSSI program eligibility serves as Medicaid determination or referral context in relevant Section 1634 states; not an inferred shared database.2026-10-095R134_R0005SYS_NUMIDENTsubject_to_claims_eligibility_proof_limitR134_E0003Numident work authorization code is not a valid standalone legal presence proof for Title II benefit payment.2026-10-095R134_R0006DATA_NUMIDENT_IDN_Hrequires_later_status_proof_underR134_E0003IDN H is historical work authorization not current program eligibility proof.2026-10-095R134_R0007R108_E050requires_nonconflicting_previous_claim_evidence_fromDATA_MBR_LAW_PRSMBR lawful-presence proof reuse requires qualifying PROOF and STATUS and review of archived claim remarks.2026-10-095R134_R0008R108_E050requires_nonconflicting_previous_claim_evidence_fromR108_E048MCS archived CLLP proof and permanence coding must not have relied on Numident alone.2026-10-095R134_R0009R108_E050may_use_prior_ssi_alien_status_fromUI_SSI_ALIEN_STATUSSSR and prior MSSICS may establish proof only with acceptable codes, validated evidence, and no conflicts.2026-10-095R134_R0010PROC_SSI_SAVE_VERIFICATIONrequires_document_retention_controlR134_E0004SSI verification records are documented on CCE Report of Contact and evidence folder; ARN in Person Information when present.2026-10-095R134_R0011R134_E0004retains_throughAPP_EPPolicy identifies Evidence Portal as one method for retaining documentary evidence and SAVE response.2026-10-095R134_R0012R134_E0004records_identifier_inDATA_PI_ARNAlien Registration Number from submitted immigration document entered in Person Information.2026-10-095R134_R0013SVC_SAVEproduces_exception_needingR134_E0005SAVE responses that do not confirm eligibility require additional development, not unexamined record writes.2026-10-095R134_R0014R134_E0005may_requireFORM_G845G-845 used in defined Title II lawful-presence exceptions to inconclusive online SAVE.2026-10-095R134_R0015PROC_LAWFUL_PRESENCE_VERIFICATIONuses_alternative_verificationR134_E0005Online SAVE must be corroborated by submitted immigration evidence; G-845 pathway available when online response is inapplicable.2026-10-095R134_R0016FORM_SSA8510subject_to_signature_ruleR134_E0006SSA-8510 is not attestable and requires hand signature under SSI claims policy.2026-10-095R134_R0017FORM_SSA8510subject_to_source_scopeR134_E0008Each requested third-party disclosure requires an appropriately scoped consent.2026-10-095R134_R0018FORM_SSA8510subject_to_use_exceptionsR134_E0009Financial institution, payroll, and medical authorizations have separate SSA forms.2026-10-095R134_R0019R134_E0007documents_signed_form_receiptFORM_SSA8510SSI web page documents employees secured the signed paper form; it is not the signed form.2026-10-095R134_R0020FORM_SSA8510excluded_for_financial_institution_authorizationR107_E006SSI financial institution requests have separate consent form.2026-10-095R134_R0021FORM_SSA8510excluded_for_payroll_provider_authorizationDATA_SSA8240Payroll provider wage verification has separate authorization.2026-10-095R134_R0022FORM_SSA8510excluded_for_medical_information_authorizationFORM_SSA827Medical records use SSA-827 authorization.2026-10-095R134_R0023R134_E0010requires_prior_evidence_development_inSYS_SSRN05 is a legal SSI payment-status determination for past unpaid periods, not a master identity status update.2026-10-095R134_R0024DATA_DDS_CE_PROVIDER_LISTsubject_to_submission_deadlineR134_E0012Annual provider list is uploaded to DA MPRO SharePoint within 45 days of federal fiscal year end.2026-10-095R134_R0025DATA_DDS_CE_MER_FEE_SCHEDULEsubject_to_submission_deadlineR134_E0012Current CE/MER fee schedules are uploaded annually to DA MPRO SharePoint.2026-10-095R134_R0026DATA_DDS_CE_OVERSIGHT_REPORTreports_data_domainR134_E0013Annual CE oversight report includes fraud, site visits, complaints, licensing and medical professional relations activity.2026-10-095R134_R0027DATA_CE_PROVIDER_OVERSIGHTsummarized_inR134_E0013CE provider oversight record categories include related complaint and credential review information.2026-10-095R134_R0028PROC_IRS_3857_RESOLUTIONmay_request_postal_contact_lead_underR134_E0014IRS scrambled-earnings/taxpayer SSN investigation may require a USPS address lookup.2026-10-095R134_R0029R134_E0014uses_postal_request_formFORM_SSA_L2001SSA-L2001 is mailed to USPS; resulting address not established as verified residence.2026-10-095R134_R0030R134_E0014asks_address_fromORG_USPSSeparate USPS sourced contact lead does not establish IRS/IMF address update.2026-10-095R134_R0031PORTAL_SSA_OPEN_DATApublishes_catalogR134_E0015Public source explicitly calls this SSA primary asset inventory and offers CSV/JSON.2026-10-095R134_R0032R134_E0015publishes_asR134_E0016CSV inventory download advertised on SSA Open Data.2026-10-095R134_R0033R134_E0015publishes_asR134_E0017JSON inventory download advertised on SSA Open Data.2026-10-095R134_R0034R134_E0018awarded_toORG_LEIDOSUSAspending award recipient is Leidos, Inc., for SSA ITSSC systems task order.2026-10-095R134_R0035R134_E0021awarded_toR134_E0019Deloitte received the SSA cyber risk management program task order.2026-10-095R134_R0036R134_E0021supports_programR134_E0020Award scope is professional consulting and support for integrated organizational cyber risk governance, not a documented cyber software product.2026-10-095R134_R0037APP_CAL_SELECTIONuses_classification_updateR134_E0022SSA describes technology flagging disability applications with CAL-listed conditions; specific flag database or automation interface not established.2026-10-095R134_R0038SVC_MYSSA_ADJ_FORMSpublicly_supports_submission_ofFORM_HA4631September 2026 SSA public notice confirms HA-4631 online claimant submission through my Social Security.2026-10-095R134_R0039SVC_MYSSA_ADJ_FORMSpublicly_supports_submission_ofFORM_HA4632September 2026 SSA public notice confirms HA-4632 online claimant submission through my Social Security.2026-10-095R134_R0040SVC_MYSSA_ADJ_FORMSpublicly_supports_submission_ofFORM_HA4633September 2026 SSA public notice confirms HA-4633 online claimant submission through my Social Security.2026-10-095R134_R0041SVC_MYSSA_MESSAGE_CENTERprovides_digital_notice_channel_forSVC_MYSSA_HEARING_NOTICESProffer letters and 26 additional hearings-related notices are accessible in my Social Security Message Center; mail continues.2026-10-095R135_R0001R135_E0001documentsR135_E0004CMS-2728 reports dialysis/transplant/training events and physician attestation; used as ESRD Medicare medical evidence.2026-10-095R135_R0002R135_E0003receives_copies_ofR135_E0001ESRD Network receives the facility copy of the CMS-2728; SSA FO receives its claims-evidence copy.2026-10-095R135_R0003R135_E0003enters_information_inR135_E0002An ESRD Network enters CMS-2728 information into SIMS according to current policy; operating status and integration not independently validated.2026-10-094R135_R0004R135_E0002ingests_claimed_form_data_fromR135_E0001POMS states ESRD Networks enter CMS-2728 data via SIMS, not that SSA updates MBR or Numident from SIMS.2026-10-094R135_R0005R135_E0003escalates_possible_program_abuse_toORG_CMSESRD Network profile analysis may result in suspected abuse referrals to CMS; process is separate from SSA case adjudication.2026-10-094R135_R0006R135_E0006entered_intoAPP_MCSWhen FO receives paper CMS-43, employee enters ESRD claim into MCS promptly.2026-10-095R135_R0007R135_E0005usesAPP_MCSESRD Medicare claim is captured via MCS even when a paper CMS-43 initiated intake.2026-10-095R135_R0008R135_E0005collects_evidence_onR135_E0001FO obtains completed CMS-2728 evidence from dialysis facility for adjudication; source alone does not establish automatic electronic transmission.2026-10-095R135_R0009R135_E0005routes_adjudication_toR135_E0011Policy states PC7 has jurisdiction of all ESRD claims; FO adjusts DECI PC jurisdiction when necessary.2026-10-095R135_R0010APP_MCShas_input_screenR135_E0007HIKD captures dialysis and transplant dates compared with clinician CMS-2728, without assuming automatic health IT interface.2026-10-095R135_R0011APP_MCShas_input_screenR135_E0008MCS ESRD screen identifies insured account for cases relying on spouse or parent earnings.2026-10-095R135_R0012APP_MCSrequires_identity_cross_referenceR135_E0009Claimant own SSN used to establish case, even when other SSN supplies insured status; IDN2 stores cross-reference SSN if other record entitlement.2026-10-095R135_R0013R135_E0001may_supply_protective_filing_evidence_underR135_E0010Filing-intent indicator on CMS-2728 can trigger protective writing and appropriate six-month closeout procedure, subject to requirements.2026-10-095R135_R0014R135_E0004recorded_onR135_E0007ESRD clinical dates on signed evidence are developed on MCS HIKD with discrepancies investigated by staff.2026-10-095R135_R0015R135_E0005has_earnings_computation_exception_requiringR135_E0012MCS earnings computation limitation requires field-office A101 for ESRD claims.2026-10-095R135_R0016APP_MSSICSsubject_to_eap_same_day_controlR135_E0013MSSICS establishes and approves SSI EAP and IP, then data must reach SSR on the same day for TPPS propagation.2026-10-095R135_R0017R135_E0013requires_same_day_update_ofSYS_SSREAP or Title XVI immediate payment must be established, approved and transmitted to SSR in same day; otherwise TPPS cannot issue USDC.2026-10-095R135_R0018R135_E0013gates_payment_viaAPP_TPPSThe documented same-day SSR posting requirement controls TPPS issuance of emergency or immediate United States Debit Card.2026-10-095R135_R0019DB_EAPprevents_second_emergency_advance_againstR135_E0013EAP database prevents issuance of a second emergency advance on the same claim; it updates after allowed EAP.2026-10-095R135_R0020DATA_SSA8102documented_asR135_E0014Signed SSA-8102 is retained through the Evidence Portal while cashier keeps TPPS audit copy.2026-10-095R135_R0021R135_E0014retained_viaAPP_EPAfter USDC release staff upload signed SSA-8102 file copy to SSA Evidence Portal; this is receipt evidence, not bank posting.2026-10-094R135_R0022APP_RZWIZcreates_transient_worksheetR135_E0016RZwiz automatically retrieves and consolidates multi-SSN administrative queries for SSI RZ/LI interviews.2026-10-095R135_R0023R135_E0016subject_to_retention_redactionR135_E0015Any RZwiz review sheet saved to electronic folder must have NDNH query and underlying data removed.2026-10-095R135_R0024R135_E0015protects_restricted_data_inDB_NDNHOCSE new-hire data must be stripped from RZwiz worksheet when placed in electronic folder; not a general NDNH database deletion.2026-10-095R135_R0025SYS_SSRprovides_person_cross_reference_selection_toR135_E0016RZwiz identifies all SSNs associated with SSR and produces cross-SSN worksheet; own and housed-under numbers need careful interpretation.2026-10-095R135_R0026R135_E0016includes_query_data_fromDB_NDNHRZwiz retrieves NDNH query data for relevant SSNs for authorized interview review, but requires electronic-folder redaction.2026-10-095R135_R0027R135_E0017usesQRY_DEQYSSA policy directs a detailed earnings query by payer EIN to identify questionable payer when IRS alert has blank or inappropriate payer details.2026-10-095R135_R0028R135_E0018investigated_withR135_E0017IRS alert payer name and address is an investigative data element and may be absent or incorrect; employee follows payer EIN query.2026-10-095R135_R0029R135_E0017supports_development_forWORK_SSI_IRS_5B_DIARY5B IRS unearned-income alert investigation may require payer EIN confirmation; does not automatically change SSR master address.2026-10-094R135_R0030R135_E0017uses_interface_data_fromDB_IRS_IRMFIncome/payer transaction is an IRS matching lead. POMS does not establish automatic posting of payer or taxpayer addresses to Numident/MBR/SSR.2026-10-094R135_R0031R135_E0019interprets_evidence_fromAPP_EAFIeAFI account balance verification is evidence; legal ownership and withdrawal restrictions determine SSI countable resources.2026-10-095R135_R0032R135_E0019documented_inAPP_CCEDirect deposit leads and resource ownership are developed in CCE Financial Institution Account page after evaluation.2026-10-095R135_R0033SYS_MBRmay_indicate_account_for_development_underR135_E0019MBR direct-deposit indicator is a lead to develop account ownership rather than automatic determination of countable resources.2026-10-095R135_R0034SYS_SSRmay_indicate_account_for_development_underR135_E0019SSR direct-deposit indicator is a lead to develop account ownership rather than automatic determination of countable resources.2026-10-095R135_R0035DATA_HRS_CYBFrelease_2026_excludesR135_E0020HRS April 2026 Respondent Cross-Year Benefits distribution expressly excludes Social Security Weights file; preserve earlier edge as disputed historical context.2026-10-095R135_R0036R135_E0020identifies_nonincluded_productDATA_HRS_SS_WEIGHTSThe 2026 Benefits release expressly excludes Social Security Weights; contradictory baseline distributed_with remains preserved for version-specific review.2026-10-095R135_R0037PROG_HRSpublishes_separatelyR135_E0021October 6, 2026 HRS Tracker v2 releases weights as separate general Tracker Weights File; not automatically equivalent to SSA restricted Social Security Weights.2026-10-095R135_R0038DATA_HRS_CYBFsubject_to_geographic_use_limitR135_E0022Linked SSA/HRS administrative records cannot merge with geography below Census Division and need permission for combination with other restricted files.2026-10-095R135_R0039REPORT_STAT_SUPP_2026principal_statistical_source_forREPORT_FAST_FACTS_2026SSA Fast Facts & Figures October 2026 reports most statistics derived from Annual Statistical Supplement; counts are dated publication values.2026-10-095R135_R0040DATA_OACT_COHORT_LIFE_2026source_for_trust_fund_figures_inREPORT_FAST_FACTS_20262026 Fast Facts states its trust fund operations figures are derived from 2026 Trustees Report.2026-10-095R136_R0001ORG_IRSissues_discrepancy_trigger_forR136_E0001Payers relay IRS First B Notice on taxpayer-name or TIN mismatch; no specific address field asserted.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0002ORG_IRSissues_discrepancy_trigger_forR136_E0002Payers relay Second B Notice when matching discrepancy persists.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0003R136_E0002may_triggerR136_E0003SSA compares notice with most recent Numident iteration and sends an IRS Update through SSNAP when correct.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0004R136_E0001may_triggerR136_E0003SSA may send the correct Numident identifying information to IRS when first or second notice is presented.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0005APP_SSNAPperformsR136_E0003IRS Update via SSNAP provides current Numident information to IRS.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0006R136_E0003resends_identity_attributes_toORG_IRSIRS Update sends current Numident name/SSN data; no address-update pathway claimed.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0007R136_E0003createsR136_E0004IRS Update creates a new Numident iteration explicitly according to POMS.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0008R136_E0004is_recorded_inSYS_NUMIDENTNew Numident iteration created even if previously stored iteration was correct.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0009R136_E0005governsR136_E0001First B Notice requires distinguishing taxpayer SSN from business EIN; for first notice taxpayer may use W-9.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0010R136_E0005governsR136_E0002Second B Notice includes sole-proprietor exception when EIN is involved.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0011SYS_NUMIDENTsupplies_current_attributes_forR136_E0003SSA compares most recent Numident with B Notice before deciding to correct via SS-5 or resend to IRS.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0012DATA_CMS1957superseded_in_physical_form_byR136_E0006Effective 2026-04-01: paper CMS-1957 is no longer used for CMS State buy-in exception reporting.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0013R136_E0006routed_toR136_E0007State buy-in exception email goes to CMS Ombudsman Group division designated for system exceptions and interfaces.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0014R136_E0006tracked_inR136_E0008SSA servicing office retains control copy and records approximately 30-business-day follow-up.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0015R136_E0009governsDATA_CMS1957Dated status rule limits physical form use from 2026-04-01, not a claim that the underlying CMS digital intake is retired.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0016ORG_CMScontains_componentR136_E0007CMS Medicare Ombudsman Group houses Division of Medicare System Exceptions and Interfaces.2026-10-094Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0017PROC_STATE_BUYINhas_exception_pathR136_E0006Normal daily exchanges may fail and require manual email escalation.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0018R136_E0011exposes_address_for_comparisonSYS_MBRHIQR ADDR screen CMS address compared with Title II MBR; discrepancy determines action.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0019UI_POS_PEADupdates_recordDATA_MBR_MAILING_ADDRESSWhen MBR mailing address is wrong, POS PEAD action updates it, separately from CMS reissue.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0020R136_E0010transmits_card_mailing_address_underR136_E0012Retranscribing address on HCRQ can send correct MBR address to CMS for Medicare card without updating CMS master records.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0021R136_E0010may_be_followed_byR136_E0013Medicare entitlement/card mismatch unresolved through normal interface may require CMS-2178-U2 referral.2026-10-094Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0022R136_E0012is_a_boundary_onORG_CMSCMS card-mailing transmission is not documented to correct underlying CMS records.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0023EX_SDXsupplies_state_data_forR136_E0014States compare SDX public welfare accretion record with State Medicaid Eligibility File.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0024R136_E0014supports_validation_ofPROC_PW_ACCRETIONState matches its eligibility file with SDX accretion before accepting state premium liability.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0025R136_E0015constrainsPROC_PW_ACCRETIONTwo-month state protest window from billing notification; otherwise state generally remains liable pending deletion.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0026EX_STATE_ABLE_MONTHLYpopulatesUI_SSI_ABLE_PENDINGMonthly State new-account data are displayed on the SSI Claims Pending ABLE page, subject to review.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0027R136_E0017governsUI_SSI_ABLE_PENDINGMismatch disposition in SSI Claims offers update/add/reject/decide later; later requires action before closure.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0028UI_SSI_ABLE_ACCOUNTis_source_forR136_E0016Account must first be documented in SSI Claims before subsequent matching State balance updates happen.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0029EX_STATE_ABLE_MONTHLYconditionally_updatesR136_E0016Subsequent matching State reports automatically update recorded ABLE account balances, only after account match.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0030R136_E0016updatesDATA_SSI_ABLE_BALANCEConditional auto-update to SSI Claims balance information only; SSR master write not established.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0031R136_E0018qualifiesEX_STATE_ABLE_MONTHLYPolicy states distribution data unavailable pending future systems release; no inference about later availability.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0032APP_EDCStriggersR136_E0019Transferring appropriate Title II CDR appeals propagates to DCF/MBR, after which five-day verification applies.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0033R136_E0019controlsSYS_MBRFive-day update verification and follow-up for continuation/cessation.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0034R136_E0019controlsSYS_SSRSSI appeal status must be verified after transfer; manual fallback for failure.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0035R136_E0020tracked_byPORTAL_SUMS_MCAS_MI_CENTRALEDCS-excluded appeals cannot be seen in EDCS and are trackable through MI Central as documented.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0036R136_E0021requires_check_ofCTRL_DIBCESS_PCACSAbsent automatic MBR posting at five days, staff check DIBCESS issue and escalate.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0037DB_DCFsupports_follow_up_forR136_E0019CDR Development Worksheet places five-day tickle in DCF.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0038R136_E0022delays_recovery_inAPP_STATUTORY_BENEFIT_CONTStatutory benefit continuation payments are not debt before final cessation decision and end of appeals; DMS use not inferred; only repayment governance applies.2026-10-094Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0039R136_E0023constrainsR136_E0022Early recovery may not start without requisite notice, and response within 30 days requires collection hold.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0040R136_E0024requires_correction_ofR136_E0023Defective or missing overpayment notice requires new notice and repayment of improperly withheld sums.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0041APP_DMSrecords_contact_aboutR136_E0023DMS Remarks records oral first notice and discussion about liability.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R136_R0042R136_E0025supportsEX_ISVERDOS passport identity verification uses applicant name, SSN, DOB, sex and other information; exchange is outgoing SSA verification.2026-10-095Evidence-specific documented operational relationship. Do not generalize to automatic address changes or broader production synchronization.R137_R0001APP_ECBSVrequires_external_oidc_configurationR137_E0001Permitted entities must configure OpenID Connect/OAuth 2.0 to access eCBSV Verification API.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0002R137_E0001carries_end_user_permission_assertionsR137_E0002SSA directs permitted entities to manage end-user permissions in OIDC assertion attributes.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0003SVC_ECBSV_APIuses_documented_external_security_conceptsR137_E0006SSA technical information identifies OIDC/OAuth2 and JSON REST/JWT/JWE concepts for the eCBSV external API.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0004ENV_ECBSV_ETEreturns_test_client_identifierR137_E0003Successful external test OIDC issuer registration yields ETE OAuth client ID.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0005ENV_ECBSV_ETEsubject_to_load_testing_restrictionR137_E0004The SSA test environment should not be used for high-volume performance testing.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0006SVC_ECBSV_APIreturns_documented_match_and_death_payloadR137_E0005eCBSV yes/no match result may include nonmatched field and SSA-recorded death indicator; no record update is stated.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0007APP_ECBSVenforces_authentication_forR137_E0001SSA states eCBSV verification is unavailable without successful authentication/authorization.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0008COMP_STCrequires_data_flow_safeguard_agreementR137_E0010State STC use requires separately executed agreement governing interagency transfer and information safeguards.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0009FORM_SSA157is_submitted_viaR137_E0011State guidance instructs new data exchange applicants to complete SSA-157 through an online route.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0010R137_E0008governs_federal_benefits_disclosures_fromR137_E0007CMA plus IEA/F govern SSA data disclosure to federally funded state-administered programs.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0011R137_E0009governs_state_funded_disclosures_fromR137_E0007R-IEA required for state-funded state-administered programs.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0012R137_E0010documents_authorized_interagency_transfer_byCOMP_STCThe STC agreement documents how an approved recipient receives data via transmission component.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0013R137_E0011initiates_state_exchange_agreement_request_throughFORM_SSA157Online SSA-157 is the data-exchange request form, not an authorized active data feed by itself.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0014DATA_CSCRA_QUESTIONNAIREincludes_foreign_control_topicR137_E0012SSA lists foreign ownership/control/influence as questionnaire risk category.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0015DATA_CSCRA_QUESTIONNAIREincludes_remote_support_and_labor_topicR137_E0013SSA lists overseas labor and remote service or support location categories.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0016DATA_CSCRA_QUESTIONNAIREincludes_counterfeit_and_imports_topicR137_E0014SSA lists counterfeit incident history and imports of products/parts.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0017PROC_CSCRAsupports_preaward_eligibility_decisionR137_E0015Preaward supply-chain assessment informs contractor eligibility and mitigation controls; not award evidence.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0018APP_TP_RISK_MGMTsupports_postaward_tracking_controlR137_E0016SSA tracks third-party relationships via Third-Party Risk Management system through contract lifecycle.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0019INIT_CSCRMencompassesR137_E0016CSCRM continuing program includes post-award tracking, onboarding and completion reviews.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0020PLAT_TP_CYBER_RISK_MONsupports_preaward_assessmentR137_E0015SSA identifies third-party monitoring platform as specialized preaward due-diligence tool.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0021ORG_IT_IRBsubject_to_reported_operations_oversight_gapR137_E0017GAO 2025 says IT IRB did not have process to review O&M, infrastructure and cybersecurity investments.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0022ORG_IT_IRBneeds_formal_operational_analysesR137_E0019GAO recommendation remains open in January 2026 status update; do not mark implemented.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0023PLAT_ADDSsubject_to_investment_documentation_reviewR137_E0018GAO specifically assessed Analytics and Disability Decision Support Intelligent Medical Language Analysis Generation investment documentation.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0024APP_DCPShas_enhancement_investment_documentation_reviewed_inR137_E0018GAO identified Disability Case Processing System 2 Enhancements as selected investment, without establishing architecture of DCPS 2.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0025APP_HACPShas_case_processing_investment_documentation_reviewed_inR137_E0018GAO named Hearings and Appeals Case Processing System investment documentation.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0026R137_E0017was_reported_withR137_E0019GAO recommended oversight of O&M after finding investment board lacked processes for broad operations portfolio.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0027R137_E0020uses_application_reporting_calendarR137_E0021Applications are weekly-tabulated; months can include four/five weeks and quarters twelve/fourteen weeks.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0028R137_E0020has_noncohort_awards_ratio_caveatR137_E0022Same-period awards-to-applications proportion is not eventual application allowance rate.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0029R137_E0020uses_reported_termination_rate_calculationR137_E0023OACT describes estimated termination rate using beginning entitled population and half-period awards.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0030R137_E0020qualifies_award_measure_withR137_E0024OACT notes unedited awards can include duplicate cases, historically pre-2014.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0031DOM_TITLE2is_described_in_statistical_productR137_E0020OACT page covers disabled workers and excludes disabled child and disabled widow(er) claims from its application count.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0032DATA_MONTHLY_STAT_SNAPSHOThas_distinct_measure_population_fromR137_E0020OACT disability time series has disabled-worker only receipts/awards while monthly statistical snapshot reports broader OASDI/SSI populations; measures must not be combined as equivalent.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0033SYS_SSRis_target_information_not_confirmed_physical_source_for_proposalR137_E0025SSAB recommends SSI case facts readable to recipients; does not specify how SSR data would be exposed.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0034R137_E0025responds_to_documented_gapR137_E0027An SSI record snapshot was recommended to address lack of visibility into case fact and change status.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0035R137_E0026responds_to_documented_gapR137_E0027Proposed mobile reporting would address nonwage change reporting limitations; not established as deployed.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0036DOM_TITLE16has_stakeholder_modernization_proposalsR137_E0026SSAB recommendation for SSI mobile change reporting is advisory, not evidence of implementation.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0037APP_MYCOAproduces_online_transaction_captureR137_E0028Beneficiary-submitted online changes are captured before documented MBR updates.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0038R137_E0028has_documented_program_record_update_destinationSYS_MBRSSA Open Data explicitly says eligible online change-of-address updates are sent to a database and updated to MBR.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0039DATA_COA_INETcounts_online_transaction_captureR137_E0028Public volumes cover Internet submissions only, not changes made via FO, telephone or mail.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0040APP_MYDDproduces_online_transaction_captureR137_E0029Eligible Title II beneficiaries enter direct deposit via my Social Security online service.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0041R137_E0029has_documented_program_record_update_destinationSYS_MBROfficial SSA page documents MBR update for online direct deposit changes; does not extend to SSI or non-US mailing addresses.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0042DATA_DD_INETcounts_online_transaction_captureR137_E0029The online direct deposit monthly count excludes telephone, field-office and mailed changes.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0043APP_SSI_CLAIMS_LOGICALrecords_financial_institution_identity_not_beneficiary_residenceR137_E0030SSI Claims FI Account page records bank name/address/account designation; not an update to SSI recipient residence.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0044APP_EAFIdocuments_financial_institution_attributes_inR137_E0030Technician uses financial-account page to document FI and account data before SSI resource assessment.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0045APP_E4641allows_interest_request_selectionR137_E0032POMS directs technicians to select Interest checkbox when requesting interest verification using e4641/eAFI.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0046APP_EAFIallows_interest_request_selectionR137_E0032POMS documents interest-selection procedure for electronic AFI verification.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0047R137_E0031protects_private_banking_credentials_duringEX_AFI_FIAutomated phone FI verification requires account holder to enter private credentials; no SSA collection of passwords or PINs.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0048R137_E0030is_subject_to_resource_ownership_interpretationR135_E0019A documented bank/account address and balance is an investigative resource fact; countability depends on legal access/ownership.2026-10-094Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0049DATA_OACT_DEATH_PROB_2026uses_historical_projection_boundaryR137_E0033Published mortality probability files separate historical 1900-2023 and projected 2024-2100 under alternatives I/II/III.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0050DATA_OACT_PERIOD_LIFE_2026uses_historical_projection_boundaryR137_E0033The 2026 period life table family publishes historical and three projected assumption scenarios.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0051DATA_OACT_COHORT_LIFE_2026uses_birth_cohort_reference_ruleR137_E00342026 cohort life table family is organized by birth year, unlike calendar-year period tables.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0052DATA_OACT_PERIOD_LIFE_2026differs_semantically_fromR137_E0034Period life tables reflect mortality for fixed calendar year rather than lifetime of birth cohort.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0053DB_SSI_IRS_INTERFACEexposes_recent_two_years_for_alert_retrievalR137_E00352017 revised IRS interface POMS describes recent two IRS data years available for alerts; no Numident or MBR address overwrite inferred.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0054PORTAL_SUMS_MCAS_MI_CENTRALqueries_the_interface_windowR137_E0035POMS says staff can retrieve alerts via MI Central housed-under number overnight; SSTNG offers immediate retrieval.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R137_R0055WORK_SSI_IRS_5B_DIARYis_alert_control_not_address_update_forR137_E00355B diary calls for income/resource development; it does not document an IRS-supplied address update.2026-10-095Scope limited to cited public documentation. No unspecified physical interface or propagation asserted.R138_R0001PROC_MEDICAL_FOLDER_SEARCHrequires_cross_system_reconciliationR138_E0001Medical-folder detective work involves multiple independent queries, not a single universal folder index.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0002R138_E0001reviews_query_or_recordAPP_CATSPOMS DI 13015.080 lists APP_CATS as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0003R138_E0001reviews_query_or_recordAPP_DDSQPOMS DI 13015.080 lists APP_DDSQ as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0004R138_E0001reviews_query_or_recordQRY_FACTPOMS DI 13015.080 lists QRY_FACT as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0005R138_E0001reviews_query_or_recordQRY_OHAQPOMS DI 13015.080 lists QRY_OHAQ as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0006R138_E0001reviews_query_or_recordQRY_QRSLPOMS DI 13015.080 lists QRY_QRSL as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0007R138_E0001reviews_query_or_recordQRY_SSIDPOMS DI 13015.080 lists QRY_SSID as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0008R138_E0001reviews_query_or_recordAPP_PCACSPOMS DI 13015.080 lists APP_PCACS as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0009R138_E0001reviews_query_or_recordQRY_OFFLINE_CCTLPOMS DI 13015.080 lists QRY_OFFLINE_CCTL as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0010R138_E0001reviews_query_or_recordSYS_NUMIDENTPOMS DI 13015.080 lists SYS_NUMIDENT as a possible medical-folder tracking lead.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0011QRY_OFFLINE_CCTLexposesR138_E0002The offline 8028/AR25 query displays up to six historical folder locations.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0012APP_SSI_FOLDERCTRLhas_documented_limitationR138_E0003Multiple SSI records may share one CCTL line, while prior folder location is overlaid.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0013APP_PCACShas_documented_limitationR138_E0004PCACS location correction may retain an earlier movement date.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0014R138_E0001reconcilesR138_E0002Earlier folder location history can resolve misleading current location markers.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0015R138_E0001evaluatesR138_E0003Technician must not assume a single CCTL field describes every earlier folder.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0016R138_E0001evaluatesR138_E0004Location and location-date semantics differ when a case has not reached processing centers.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0017R138_E0001consults_address_historyR138_E0005POMS instructs staff to review address changes before searching other field offices.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0018R138_E0005examines_address_clue_inSYS_MBRMedical-folder location search treats these fields as leads to office routing, not auto-posted residence updates.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0019R138_E0005examines_address_clue_inQRY_SSIDMedical-folder location search treats these fields as leads to office routing, not auto-posted residence updates.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0020R138_E0005examines_address_clue_inQRY_QRSLMedical-folder location search treats these fields as leads to office routing, not auto-posted residence updates.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0021R138_E0001uses_cross_identifiersR138_E0006HUN/FUN and spouse/parent cross-references can identify a folder held under a different SSN.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0022QRY_SSIDexposes_hun_fun_for_folder_searchR138_E0006Current and earlier SSID query records can reveal HUN/FUN cross-references.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0023R138_E0006can_explain_location_underAPP_SSI_FOLDERCTRLSSICS is described as tracking HUN and may not retain the historical relationship as a single person record.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0024SYS_MBRmay_disclose_address_to_irs_if_authorizedR138_E0007MBR address is eligible for release for a valid IRS tax investigation when an applicable routine use permits it.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0025ORG_IRSsubject_to_mbr_disclosure_conditionsR138_E0007IRS tax investigations require a written signed request and legally sufficient identification, purpose, and detail.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0026ORG_IRScan_retrieve_fti_per_policyR138_E0008POMS describes retrieval of SSA-held IRS 1099, W-2, W-3 information over a 10-year lookback, not an address master sync.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0027R138_E0008not_equivalent_toDB_SSI_IRS_INTERFACEThe 10-year tax-info access window in disclosure policy is not the 2-most-recent-tax-years 5B SSI database query horizon.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0028ORG_IRSforwards_deferred_vested_plan_information_forR138_E0010IRS provides SSA with pension plan data for notices, not SSA retirement benefit records.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0029R138_E0009provides_plan_identifiers_forR138_E0010SSA uses the Form 8955-SSA-supplied plan number and EIN when issuing pension information.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0030R138_E0009forms_compound_identifierR138_E0012Three-digit plan number is concatenated with nine-digit EIN for 12-digit retrieval key.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0031R138_E0010carriesR138_E0011Notice contains plan administrator name and mailing address, not the beneficiary home address.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0032R138_E0010includesR138_E0012Plan number appears in beneficiary notice; separate from personal SSN.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0033APP_ECOapplies_address_recency_gateR110_E050ECO uses contractor verification, then program address recency, and delayed 6-month recheck if needed.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0034R110_E050prefersDATA_AVC_DEBTOR_ADDRVerified contractor-delivered address takes precedence for mailing this particular notice.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0035R110_E050fallback_readsSYS_MBRMBR address may supply pre-offset notice only if updated in past year and no contractor-valid address is found.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0036R110_E050fallback_readsSYS_SSRSSR address may supply pre-offset notice only if updated in past year and no contractor-valid address is found.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0037APP_ECOmust_defer_or_reopen_procedureR110_E049Returned unremedied TRO notices may require full new review opportunity, and suspend offset selection until debt re-established.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0038APP_ROARsupports_delete_reestablish_forR110_E049Debt is deleted by SMTC, verified next day, re-established by SMED using current establishment date.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0039APP_ORSretains_notices_used_inR110_E049POMS places ECO notice copies from November 2015 onward in On-line Retrieval System.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0040DATA_OASDI_STATE_COUNTY_2025has_payee_geography_caveatR138_E0013Geographic data for beneficiaries with payees reflects payee location.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0041DATA_OASDI_STATE_COUNTY_2025applies_disclosure_transformationR138_E0014County table totals and dollar amounts may differ from raw master-record amounts due to controlled rounding/reweighting.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0042SYS_MBRfeeds_aggregate_productDATA_OASDI_STATE_COUNTY_20252025 state/county tables are derived from MBR; no claim of direct public personal records.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0043R138_E0016publishesR138_E0015Historical HTML table editions are assembled into public flattened JSON and CSV outputs after edits/corrections.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0044DATA_OASDI_STATE_COUNTY_2025included_inR138_E00152025 annual edition is included in flattened 1999-to-current aggregate release.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0045R138_E0015has_variable_key_caveatR138_E0018Public beta schema may change; consumer should version its parser.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0046R138_E0015normalizes_codes_byR138_E0017Pre-2008 ANSI code values null; numbers stored as strings to preserve zero-padding.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0047R138_E0015publishes_tableR138_E0019Official beta series supplies Table 1 CSV and JSON dataset.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0048R138_E0015publishes_tableR138_E0020Official beta series supplies Table 2 CSV and JSON dataset.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0049R138_E0015publishes_tableR138_E0021Official beta series supplies Table 3 CSV and JSON dataset.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0050R138_E0015publishes_tableR138_E0022Official beta series supplies Table 4 CSV and JSON dataset.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0051R138_E0015publishes_tableR138_E0023Official beta series supplies Table 5 CSV and JSON dataset.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0052DATA_SSI_STATE_COUNTY_2025excludesR138_E0024State-administered supplement amounts are not in these published SSI payment amounts.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0053DATA_SSI_STATE_COUNTY_2025uses_disclosure_protectionR138_E0025Suppressed county values are nevertheless included in state totals.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0054SYS_SSRis_administrative_source_forDATA_SSI_STATE_COUNTY_2025State/county SSI publication derives from Supplemental Security Record.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0055DATA_SSI_STATE_COUNTY_2025included_inR138_E0026Current annual SSI state-county tables included in historical flattened products.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0056R138_E0027regeneratesR138_E0026Each annual update processes full corrected HTML archive rather than appending unalterable rows.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0057R138_E0026excludes_tableR138_E0028Table 4 lacks flattened format because historical layouts differ.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0058R138_E0026normalizes_codes_and_suppression_byR138_E0029Publication clarifies JSON/CSV fields and suppression values.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0059R138_E0026publishes_tableR138_E0030Official SSI flat series supplies Table 1 JSON and CSV output.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0060R138_E0026publishes_tableR138_E0031Official SSI flat series supplies Table 2 JSON and CSV output.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0061R138_E0026publishes_tableR138_E0032Official SSI flat series supplies Table 3 JSON and CSV output.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0062R138_E0033samples_transactions_fromSYS_MBRMonthly random samples include current MBR payments and recently processed RSDI transactions.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0063R138_E0033may_includeFORM_SSA93Quality Review uses SSA-93 to refer errors for corrective action (see subsequent POMS).2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0064R138_E0034supports_authenticating_quality_reviewerR138_E0033Public can authenticate QR employee through FO/TSC and suspected fraud is routed to ARIS.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0065APP_SSA93_QR_WEBcontrols_deadline_and_extensionR138_E0035Ninety-day closure deadline; approval/denial of extension requests is retained for audit.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0066APP_SSA93_QR_WEBsupports_rebuttals_withinR138_E0036The SSA-93 web application sends rebuttal requests, rationale, and files to reviewers.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0067APP_SSA93_QR_WEBflags_high_risk_review_forR138_E0037Closed corrections with high-risk indicators are centrally rechecked; reminders generated when incomplete.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0068FORM_SSA93routes_corrections_throughR138_E0035SSA-93 travels from QR to FO/PC with electronic folder/NDRED evidence references.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R138_R0069DATA_USPS_NATIONAL_ZIP4supports_postal_address_standardizationR138_E0038Postal addressing rules validate delivery line and last line city/state/ZIP, not recipient residence.2026-10-095Supported only for the cited business process and observation date; no undocumented system synchronization inferred.R139_R0001R139_E0001documents_responsibility_for_maintenance_ofAPP_SSNAP2023 operating responsibility for software, not proof of current organization structure.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0002R139_E0001documents_responsibility_for_file_updates_toSYS_NUMIDENTResponsibility to update files including Numident, not direct human modification of database.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0003R139_E0002documents_database_operations_responsibility_forSYS_NUMIDENT2023 documented division operations role.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0004R139_E0003posts_issuance_control_number_toSYS_NUMIDENTPrint/mailing control number is captured on Numident.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0005R139_E0004reconciles_discrepancies_betweenSYS_NUMIDENTPSC corrections reconcile Numident and beneficiary context.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0006R139_E0004consults_discrepant_recordSYS_MBRPSC handles discrepancy-induced card actions.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0007EX_EBEuses_pending_application_address_controlR139_E0005Exception-resolution verifies card contact address rather than recipient residence.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0008APP_SSNAPapplies_pending_ebe_identity_match_ruleR139_E0006Pending SSNAP match can use ARN and name/DOB variants.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0009R139_E0006references_identifying_recordSYS_NUMIDENTExisting Numident SSN and identifying data considered in EBE search and matching.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0010R139_E0007is_relayed_for_manual_entry_byR139_E0008OIG to CO to RO sequence, as described in 2022 POMS.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0011R139_E0008enters_conviction_indicators_inAPP_ERPSStaff entry documented; no API mechanism established.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0012APP_ERPSenforces_barred_conviction_controlR139_E0009eRPS selection decision restricted for listed convictions.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0013R139_E0009is_based_onR139_E0007OIG-provided conviction listing informs a selection safeguard.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0014APP_ERPSflags_death_discrepancy_withR139_E0010Mismatch involving Numident and program benefit records, not automatic synchronization.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0015R139_E0010compares_identity_death_recordSYS_NUMIDENTNUMI death information in discrepancy assessment.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0016R139_E0010compares_title_ii_death_recordSYS_MBRMBR death entry part of eRPS discrepancy test.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0017R139_E0010compares_title_xvi_death_recordSYS_SSRSSR death entry part of eRPS discrepancy test.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0018APP_ERPSrequires_identity_mismatch_resolution_usingR139_E0011Client identity different from Numident requires investigation.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0019R139_E0011checksSYS_NUMIDENTUse authoritative enumeration identity record to resolve mismatch.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0020APP_ERPScan_create_followup_forR139_E0012Eligibility exception recorded with 180-day evidence control.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0021APP_ERPShas_manual_vendor_failure_fallbackR139_E00132022 POMS identifies an integration failure path, not normal successful backend method.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0022R139_E0013uses_external_manual_serviceSVC_LEXISNEXIS_ACCURINTAccurint accessed outside eRPS only when vendor connection fails.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0023R139_E0013requires_manager_documentationR139_E0014Manager confirms out-of-system check in eRPS.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0024APP_EVIEWprovides_claimant_pdf_export_workflowR139_E0015Send to mySSA from selected CEF PDF documents.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0025R139_E0015delivers_selected_documents_toSVC_MYSSA_MESSAGE_CENTERDisclosed selected PDF goes to claimant mySSA account.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0026APP_EVIEWoffers_secure_email_exportR139_E0016Password-protected eFolder PDF disclosure path.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0027R139_E0015requires_audit_annotationR139_E0017eView message records channel/recipient/date.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0028R139_E0016requires_audit_annotationR139_E0017eView message records secure email disclosure.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0029R139_E0015derives_selected_documents_fromREPO_CEFCEF source contains documents; not automatic full-folder mirroring.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0030APP_EVIEWapplies_sensitive_release_filterR139_E0018Selected documents exclude those withheld by official access/disclosure rules.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0031REPO_CEFmay_contain_releasable_hearing_exhibitsR139_E0019Official audio exhibits vs internal hearing notes.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0032R139_E0015is_subject_toR139_E0018mySSA folder export does not override disclosure rules.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0033R139_E0020includes_cyber_logging_recommendationR139_E0021July 2025 CIO open recommendations.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0034R139_E0020includes_software_inventory_recommendationR139_E0022July 2025 CIO open recommendations.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0035R139_E0022governs_license_accountability_context_forAPP_SW_LICENSE_TRACKERThis ties a governance goal to a known SSA license tool, not GAO assertion that this product itself fulfills the recommendation.2026-10-094Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0036R139_E0023explicitly_subject_toR139_E0024Projection sensitivity documented in 2026 SSI Annual Report.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0037REPORT_TRUSTEES_2026sets_oasdi_assumptions_affectingR139_E0023Uses intermediate assumptions and current-law scheduled benefits; not payable balance after insolvency.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0038MODEL_OACT_LABOR_FORCEstratifies_byR139_E0025Explicit model dimensions from 2026 Trustees methods.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0039MODEL_OACT_LABOR_FORCEuses_participation_assumptions_fromR139_E0026Socioeconomic and demographic projection factors.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0040R139_E0027has_corrected_publication_errorR139_E0028Official April 2026 notice modifies statistical value in prior released edition.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0041R139_E0027historical_predecessor_ofREPORT_STAT_SUPP_2026Publication-version relationship, not same source data.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0042REPO_SSA_VENDORhas_documented_retention_ruleR139_E0029Approximate one-year repository data deletion, not email system retention assurance.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0043PROC_VENDOR_REPO_SUBMISSIONhas_email_ingest_size_limitR139_E00305MB attachment-inclusive intake policy.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0044REPO_SSA_VENDORallows_use_for_market_researchR139_E0031Not a source-selection bidding list.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0045DATA_HRS_DERhas_april2026_release_attributesR139_E0032Restricted April 2026 MEF-derived data product, not live SSA feed.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0046DATA_HRS_DERhas_incomplete_early_year_warningR139_E0033Do not treat 1978/1979 detailed employer earnings as complete.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0047DATA_HRS_DERapril2026_distributed_separately_fromR139_E0034Weights file not contained in April 2026 detailed earnings download.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0048APP_SERSrequires_per_debtor_query_forR139_E0035Multi-beneficiary payments require separate debtor selections, even on shared earnings record.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0049APP_SERShas_exception_handlingR139_E0036If web service fails, follow established legacy remittance paths.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R139_R0050R139_E0036uses_manual_fallbackAPP_DMSManual DMS path not proof of automated debt reconciliation.2026-10-095Relationship asserted only for documented flow, role, and date; not an undocumented current backend integration.R140_R0001APP_PERSON_INFOsupplies_mail_zip_forR140_E0001Person Information supplies recorded mailing ZIP attribute for routing; current delivery/residence not guaranteed.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0002APP_UPLOAD_DOCUMENTSuses_routing_ruleR140_E0002March 2025 customer-initiated forms routed based on PI ZIP.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0003R140_E0002uses_fieldR140_E0001Routed to FO associated with PI mailing ZIP, not to an enterprise beneficiary account master.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0004APP_UPLOAD_DOCUMENTSprompts_if_address_absentR140_E0003If PI address missing, requests mailing ZIP before submission.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0005R140_E0003conditioned_on_missingR140_E0001ZIP solicitation is transactional; no verified change to PI established.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0006APP_UPLOAD_DOCUMENTSgeneratesR140_E0004Submitted documents enter WorkTrack intake process.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0007R140_E0004is_managed_inAPP_WORKTRACKWorkTrack carries submitted work item to servicing FO before technician assignment.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0008APP_UPLOAD_DOCUMENTShas_date_scoped_eligibilityR140_E00052025-03-29 scope: forms-only customer initiation; subsequent releases not assessed by this source.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0009APP_TEDcontrols_technician_requestedR140_E0006Listed benefit and appeals forms are technician-initiated under March 2025 instructions.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0010APP_UPLOAD_DOCUMENTShas_technician_only_subsetR140_E0006The 2025 customer self-service option excludes the listed forms.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0011SVC_MYSSA_MESSAGE_CENTERissues_customer_submission_receipt_forAPP_UPLOAD_DOCUMENTSSuccessful customer-initiated submissions automatically generate a Message Center receipt.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0012APP_ERPSautomatically_propagates_within_applicationR140_E0007Explicit intra-eRPS note propagation only; not evidence of MBR or SSR synchronization.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0013DATA_ERPS_BENE_CAPABILITY_NOTEis_displayed_underUI_ERPS_BENE_DETAILSA saved capability note is propagated to Beneficiary Details notes as documented in June 2026.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0014R140_E0007propagates_toUI_ERPS_BENE_DETAILSApplication Summary capability note propagated to beneficiary notes.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0015APP_ERPSsupports_no_new_application_routeR140_E0008A prior eRPS beneficiary record can hold a capability determination despite no new payee application.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0016R140_E0008is_documented_onUI_ERPS_BENE_DETAILSBeneficiary Details note location required when no new application exists.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0017R140_E0009uses_title_ii_recordAPP_MCSTitle II and concurrent capability determination documented on MCS RPOC.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0018R140_E0009uses_title_xvi_recordAPP_CCETitle XVI-only capability decision documented on CCE Report of Contact.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0019R140_E0009has_paper_fallbackR140_E0010SSA-5002 retained electronically if no suitable Report of Contact established.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0020R140_E0010uses_documentFORM_SSA5002Paper SSA-5002 is used when MCS or CCE report unavailable.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0021R140_E0010stored_inREPO_NDREDEvidence Portal storage in NDRed when applicable.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0022R140_E0010alternatively_stored_inAPP_EVIEWeView storage of fallback evidence document permitted.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0023EX_PIEis_primary_evidence_underR140_E0011PIE is primary wage evidence, not evidence that all claims are automatically verified.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0024EX_PIEconditionally_posts_toR140_E0012Auto post only where identifying information such as employer EIN matches.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0025R140_E0012writes_wages_page_ofAPP_CCEPolicy references SSI Claims system Wages page; CCE is SSI claims system, not a universal MEF update.2026-10-094Documented association, not proof of automatic integration unless directly stated.R140_R0026R140_E0012is_subject_toR140_E0013Monthly updates generally before Goldberg-Kelly notice cutoff.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0027R140_E0011also_uses_approved_verifierSVC_TWNTWN provides wage data also supplied by current PIE payroll provider; historical TWN use where PIE period incomplete.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0028R140_E0011classifies_as_secondaryR140_E0014Query evidence from NDNH/MEF/state/iTOPSS requires documentation and monthly interpretation.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0029R140_E0014includes_official_earnings_recordSYS_MEFMEF/W-2 secondary when monthly primary wage evidence unavailable.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0030R140_E0014does_not_replaceEX_PIEPIE is listed above these secondary sources in the procedure.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0031R140_E0015restricts_personal_data_disclosure_fromAPP_CCEEmployees cannot submit SSI claimant PII to non-approved wage verifier sites.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0032R140_E0016is_reflected_onSYS_SSRWage evidence status and verification codes are on SSR.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0033ORG_CMSreinstates_plans_afterR140_E0017CMS restores Part C/D plan enrollment after SSA provides corrected records/referral.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0034R140_E0017requires_prerequisiteR140_E0018SSA record and Part A/B or Title II restoration precedes CMS reinstatement request.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0035R140_E0018involves_master_recordSYS_MBRReinstatement case needs authoritative SSA death/benefit record correction; no universal auto update asserted.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0036R140_E0017uses_investigation_toolAPP_MAPSMAPS and MBR can be queried to confirm recent Part C/D information.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0037APP_MAPShas_scope_limitationR140_E0019Some Part D coverage is invisible to MAPS in defined non-LIS/non-withholding cases.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0038R140_E0017may_require_death_record_correctionAPP_DIPSDeath record correction is an SSA prerequisite; particular direct-input action depends on case.2026-10-094Documented association, not proof of automatic integration unless directly stated.R140_R0039R140_E0017may_require_urgentR140_E0020Priority when essential medications not accessible.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0040R140_E0020is_submitted_onR140_E0021Referral captures number of days of medication available.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0041R140_E0017is_governed_byR140_E0022Authorization is role-specific.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0042R140_E0021is_sent_for_action_toORG_CMSCMS coordinates prioritization with MA and PDP companies and responds by email.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0043R140_E0023determines_mbr_correction_viaAPP_POSDirect update in POS considered before manual CMS-2178-U2 referrals.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0044R140_E0023separates_update_targetsSYS_MBRMBR and HI master may differ; refer to PC if SSA record wrong and direct input unsuccessful.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0045R140_E0023otherwise_routes_cms_only_toORG_CMSHI-only discrepancy goes to CMS via email with form CMS-2178-U2.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0046R140_E0023has_followup_ruleR140_E002430 working day controls and 90 calendar day escalation for unresolved problems.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0047DB_SSI_IRS_INTERFACEcontains_tax_match_role_dataR140_E0025Role-specific payer/payee/taxpayer naming; no assumption that reported address is current residence.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0048DB_SSI_IRS_INTERFACEhas_restricted_data_classificationR140_E0026Tax-data safeguard applies to alert content after development.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0049R140_E0025is_not_an_automatic_change_toSYS_MBRAn alert is an investigative lead, not verified MBR residence information.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0050R140_E0026does_not_authorize_update_toSYS_SSRIRS alert requires development; authorized data access alone does not prove SSR update.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0051R140_E0027reviews_controls_ofSYS_SSI_EARN_ALERTOIG evaluated resolution of earnings alert work, not verification that each alert represents misconduct.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0052R140_E0027documents_failure_modesR140_E002863 unresolved and 17 inadequately developed from sampled 100.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0053R140_E0027estimates_recovery_limitationsR140_E0029Statistical extrapolation includes administrative finality effects; not actual booked recoveries.2026-10-094Documented association, not proof of automatic integration unless directly stated.R140_R0054R140_E0028is_related_to_income_record_verificationSYS_SSRAlert development requires correctly posting wages affecting SSI entitlement/payment.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0055DATA_SSI_AR_IVA1_POPuses_observation_date_basisR140_E0030Table IV.A1 is July 1 population point estimate; not start- or end-year.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0056DATA_SSI_AR_IVA2_FBRfollows_adjustment_assumptionsR140_E0031SSI FBR January COLA on Trustees intermediate projection basis.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0057REPORT_SSI_ANNUAL_2026publishes_statistical_assumptionR140_E0031Projected policy rates are not observed values.2026-10-095Documented association, not proof of automatic integration unless directly stated.R140_R0058SVC_GRANTSOLUTIONSdelivers_award_notification_forR140_E0032Official SSA grants workflow uses GrantSolutions for electronic award notices, not evidence of SSA-hosted database.2026-10-094Documented association, not proof of automatic integration unless directly stated.R140_R0059SVC_GRANTS_GOVaccepts_competitive_applications_prior_toR140_E0032Grants.gov is application intake and GrantSolutions subsequent award notification under public instruction.2026-10-094Documented association, not proof of automatic integration unless directly stated.R141_R0001APP_UPLOAD_DOCUMENTSappends_to_submitted_pdfR130_E008Electronic signature data page accompanies signed PDF after submission.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0002APP_UPLOAD_DOCUMENTSuses_signature_controlR141_E003Authenticated customer checks required electronic signature box and clicks Submit.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0003R141_E003producesR130_E008Electronic signature page is appended to PDF as evidence of signature acceptance.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0004APP_UPLOAD_DOCUMENTSrequires_technician_processR141_E002Form signed online still processed as a paper application.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0005R141_E002requires_manual_entry_inAPP_MCSTechnician reviews submitted form and loads benefit application into MCS, not automatic upload-to-master posting.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0006R141_E002requires_manual_entry_inAPP_SSI_CLAIMS_LOGICALTechnician enters benefit application in CCE when appropriate; no automatic intake synchronization presumed.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0007R141_E002uses_signature_method_noteR141_E004ATTEST issue can represent Upload Documents method only with accurate remarks.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0008R141_E004stored_onUI_MCS_DW01ATTEST appears on DW01 and technician annotates true method.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0009R141_E004documents_true_method_forAPP_UPLOAD_DOCUMENTSRemark upload docs distinguishes signer channel from actual worker attestation.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0010R141_E005accepted_as_evidence_forR141_E006CPAS date, time and signer name are reviewed for signature acceptance.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0011R141_E006records_method_onR141_E004CPAS must be remarked as CPAS even when ATTEST issue propagated automatically.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0012R141_E006loads_case_toAPP_MCSCPAS benefit forms manually entered into MCS where applicable.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0013R141_E006loads_case_toAPP_SSI_CLAIMS_LOGICALCPAS benefit forms manually entered into CCE where applicable.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0014APP_EDCSsupports_conditional_case_creationR141_E007EDCS allows manual Title XVI claims where CCE/MSSICS exclusion applies.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0015R141_E007collects_information_viaR141_E008Manually Created T16 Information screen captures required case details.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0016R141_E007records_exclusion_provenance_usingR141_E011Reason dropdown records why claim could not enter EDCS electronically.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0017R141_E007prohibited_forR141_E009Manual Title XVI is prohibited for CDR initial/appeal and age-18 redetermination CDR.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0018R141_E010uses_case_entry_pathR141_E007Concurrent Title XVI allowance and Title II denial requires manual T16 for certain ALJ hearings.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0019R141_E012conditions_official_folder_status_forREPO_CEFWhere EDCS exclusion results in partial-electronic folder, paper remains official.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0020APP_EDCSsupports_hybrid_case_record_ruleR141_E012EDCS permits electronic development even where official record is paper.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0021UTIL_EDCS_COPY_FROM_PRIORcan_propagateR141_E013Selected medical-source contact details copy from closed prior EDCS case.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0022R141_E014validates_stale_attributes_fromR141_E013Address and contact details require review when carrying forward.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0023UTIL_EDCS_COPY_FROM_PRIORpreserves_original_asR141_E015Prior EDCS record remains intact and available for subsequent copying.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0024R141_E015applies_to_copy_ofR141_E013Copied source details can be updated in new case but old source record remains.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0025R141_E024qualifies_meaning_ofR141_E013EDCS medical-source mailing address is not the claimants residence.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0026R141_E024constrains_reuse_processR141_E014Review source contact address rather than treating as verified person location.2026-10-095Direct source SRC364; conditional relationship, no assumed universal update path.R141_R0027APP_ECOimplements_conditional_address_retryR141_E016Lack of AVC address and stale MBR/SSR data triggers later AVC query.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0028R141_E016rechecks_serviceSVC_AVCNext address lookup occurs approximately six months later under conditions.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0029R141_E016assesses_recency_ofSYS_MBRTitle II master address updated within last year is permitted fallback.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0030R141_E016assesses_recency_ofSYS_SSRTitle XVI master address updated within last year is permitted fallback.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0031APP_ECOobserves_address_request_boundaryR141_E017Automated debt address request separate from DMS manual address search.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0032R141_E017distinguishesAPP_DMSAutomated AVC workflow and DMS requests are independent per POMS.2026-10-095Direct source SRC220; conditional relationship, no assumed universal update path.R141_R0033R141_E018governs_signature_onR141_E021Eligible couple signs in separate recipient and spouse spaces.2026-10-095Direct source R141_S001; conditional relationship, no assumed universal update path.R141_R0034R141_E019governs_signature_onR141_E021Witness rules for recipient making signature by mark.2026-10-095Direct source R141_S001; conditional relationship, no assumed universal update path.R141_R0035R141_E020governs_signature_onR141_E021Payee signature on behalf of incapable recipient subject to exceptions.2026-10-095Direct source R141_S001; conditional relationship, no assumed universal update path.R141_R0036R141_E021generated_as_printout_byAPP_SSI_CLAIMS_LOGICALSSA-8203-BK is SSI Claims redetermination printout.2026-10-095Direct source R141_S001; conditional relationship, no assumed universal update path.R141_R0037R141_E021implements_form_structure_forFORM_SSA8203BKSignature layout corresponds to SSA-8203-BK.2026-10-095Direct source R141_S001; conditional relationship, no assumed universal update path.R141_R0038APP_ICLAIMenforces_authenticated_case_handlingR141_E022Unverified identity requires contact; verified first party not recontacted solely for identity.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0039APP_ICLAIMretains_submitted_snapshot_asR141_E023After downloaded to MCS, original online application summary posts to ORS.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0040R141_E023stored_inAPP_ORSORS stores copy of summary as submitted online after MCS download.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R141_R0041APP_MCSreceives_claim_information_fromR141_E023Submitted original source precedes employee adjudication and may differ.2026-10-095Direct source SRC_R38_003; conditional relationship, no assumed universal update path.R142_R0001FORM_SSA11BKrequires_followup_interview_as_leadR142_E001SSA-11 submitted by mail, fax or drop box is not by itself an approved payee appointment.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0002R142_E001requires_case_interview_recordAPP_ERPSTechnician must interview applicant, verify applicant and enter information into eRPS.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0003R142_E001is_documented_onDATA_ERPS_REP_PAYEE_APPLICANT_NOTEDocument receipt of SSA-11 as a lead in eRPS note type.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0004R142_E002uses_authoritative_ssn_identity_recordSYS_NUMIDENTRemote individual identity is confirmed against Numident information.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0005R142_E002records_interview_method_onUI_ERPS_SSA11_INTRORecord by-phone or by-video on eRPS application introduction.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0006R142_E002supports_payee_appointment_inAPP_ERPSEligible remote interview provides required verified applicant identity for eRPS selection path.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0007R142_E003records_organizational_details_inAPP_ERPSVerify organizational name, EIN, address and staff role before appointment.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0008R142_E003records_human_agent_roles_inDATA_ERPS_REP_PAYEE_APPLICANT_NOTEDocument organizational employee name/title and funds manager in eRPS note.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0009R142_E003distinguishes_business_contact_fromDATA_ERPS_CONTACT_ADDRESSOrganizational payee business address is not established as beneficiary residence.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0010R142_E004governsR142_E002Numident-confirmed telephone or approved video identity is allowable only under exceptions.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0011R142_E004requires_face_to_face_forR142_E009U.S. resident payee applicant without SSN requires face-to-face interview even where no eRPS record is established.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0012R142_E005applies_toPROC_ERPS_CRIMINAL_BGEligible applicants must consent before eRPS criminal background check.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0013R142_E005records_decision_inDATA_ERPS_REP_PAYEE_APPLICANT_NOTEDocument refused screening and nonselection rationale in eRPS note.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0014R142_E005uses_permission_screenUI_ERPS_BG_PERMISSIONPermission for Background Check eRPS screen precedes criminal history request.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0015R142_E006exempts_fromPROC_ERPS_CRIMINAL_BGNamed custodial relatives and guardians must not be subject to screening request under the rule.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0016R142_E007qualifies_interpretation_ofAPP_PUPSPrisoner history alone cannot identify statutory barred offense.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0017R142_E007requires_crime_detail_development_inAPP_ERPSWorkers review background results and document statutory bar separately.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0018R142_E008records_incomplete_status_inAPP_ERPSNon-select Incomplete if applicant leaves before attesting.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0019R142_E008documents_interview_inDATA_ERPS_REP_PAYEE_APPLICANT_NOTEDocuments interview circumstances and any background findings.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0020R142_E009creates_formFORM_SSA5002SSA-5002 Report of Contact documents the result where no eRPS record is created.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0021R142_E009can_retain_inAPP_EVIEWDocument may be filed in eView.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0022R142_E009can_retain_inREPO_NDREDDocument may be retained in non-disability evidentiary repository.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0023R142_E010stored_asDATA_ERPS_REP_PAYEE_APPLICANT_NOTEeRPS note stores interview reason, date and suitability determinations.2026-10-095Validated direct policy/published data: R131_S001; no unstated automatic synchronization.R142_R0024R142_E011governs_fo_redeterminations_inAPP_SSI_CLAIMS_LOGICALFO redetermination event triggers request for financial-institution contact permission.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0025R142_E012used_as_lead_byR142_E013IRS informational alert may lead to asset development but is not conclusive resource verification.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0026R142_E013triggered_by_direct_deposit_indicator_onSYS_SSRSSR direct-deposit indicator triggers financial-account resource inquiry.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0027R142_E013also_triggered_by_direct_deposit_indicator_onSYS_MBRMBR direct-deposit indicator triggers separate eligibility/resource inquiry.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0028R142_E013documents_verified_data_inUI_CCE_FIN_ACCOUNTSCCE Financial Accounts captures the relevant direct deposit account and its resource status.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0029R142_E014constrains_resource_valuation_forR142_E013Liquid-resource evaluation uses bank evidence for first-of-month balance.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0030R142_E015collected_forR142_E013Bank/company address identifies a financial institution during asset inquiry.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0031R142_E015not_proof_of_beneficiary_address_onSYS_SSRAccount-owning bank address is not verified recipient residential address and does not imply SSR address change.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0032R142_E016adjustsR142_E014Advance SSI payment should not be counted as first-of-month resources for the ensuing month merely due to early delivery.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0033R142_E012does_not_automatically_updateSYS_SSRIRS informational resource alert requires development; no auto-update of beneficiary program address established.2026-10-095Validated direct policy/published data: SRC_R100_005; no unstated automatic synchronization.R142_R0034DB_REP_DISQUAL_SORmaintains_representative_contact_attributesR142_E017Records include representative home/business address, contact numbers, email and ID.2026-10-095Validated direct policy/published data: SRC445; no unstated automatic synchronization.R142_R0035DB_REP_DISQUAL_SORmaintains_professional_evidenceR142_E018Records include bar standing and investigation information.2026-10-095Validated direct policy/published data: SRC445; no unstated automatic synchronization.R142_R0036R142_E017applies_to_disqualified_rep_record_inDB_REP_DISQUAL_SORThese addresses identify a representative, not beneficiary residence.2026-10-095Validated direct policy/published data: SRC445; no unstated automatic synchronization.R142_R0037R142_E018is_recorded_inAPP_REP_CONDUCT_CLAIMS2021 PIA expressly identifies Representative Conduct Claims as a repository for sanctioned representative information.2026-10-095Validated direct policy/published data: SRC445; no unstated automatic synchronization.R142_R0038DATA_AWI_SERIESpublishes_2024_factor_used_forR142_E0192024 AWI is 69,846.57 and governs 2026 eligibility-year past-earnings wage indexing.2026-10-095Validated direct policy/published data: R142_S003; no unstated automatic synchronization.R142_R0039R142_E019feeds_calculation_ofR142_E022Historical covered earnings are indexed before AIME highest-years computation.2026-10-095Validated direct policy/published data: R142_S002; no unstated automatic synchronization.R142_R0040R142_E022yields_inputs_toR142_E020PIA formula applies to computed AIME, subject to yearly bend-point table.2026-10-095Validated direct policy/published data: R142_S002; no unstated automatic synchronization.R142_R0041R142_E020supports_disclosed_rule_forR126_E0122026 public calculator may use wage-indexed PIA formula parameters; this is a calculation-rule relationship, not established code deployment.2026-10-095Validated direct policy/published data: R142_S002; no unstated automatic synchronization.R142_R0042R142_E021requires_user_provided_earnings_input_forR142_E022Online calculator documentation requires yearly covered earnings entry; same official benefit-method principles.2026-10-094Validated direct policy/published data: R127_S001; no unstated automatic synchronization.R142_R0043R127_E001does_not_query_personal_earnings_inSYS_MEFQuick Calculator expressly states it does not access personal earnings record and estimates it from user input.2026-10-095Validated direct policy/published data: R127_S001; no unstated automatic synchronization.R142_R0044SVC_I1020may_create_ssi_protective_filing_effectR142_E023Submission of Extra Help application provides SSI protective-filing rights.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R142_R0045R142_E023can_trigger_state_referral_viaEX_MSP_STATE_REFERRALExtra Help application information generally sent to state to initiate MSP application unless applicant opts out.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R142_R0046R142_E024operated_byORG_CMSCMS selects Part D drug-plan enrollment for certain Extra Help approved nonenrollees.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R142_R0047PROC_EXTRA_HELPcan_result_in_conditional_enrollmentR142_E024Application approval does not itself guarantee plan enrollment; CMS handles plan selection where applicable.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R142_R0048R142_E025prompts_new_application_inPROC_EXTRA_HELPLost-deemed-status beneficiaries may reapply for subsidy with future-year effective date.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R142_R0049R142_E025communicated_byORG_CMSCMS advises beneficiaries of deemed-status loss.2026-10-095Validated direct policy/published data: R142_S004; no unstated automatic synchronization.R143_R0001R143_E0001authorizes_with_consentR143_E0002An SSA-581 authorization, with valid consent, supports release of SSA-1826 itemized earnings to authorized requester.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0002R143_E0005limits_validity_ofR143_E0001SSA must receive the signed consent within 120 days of the individual signature under the cited IRS regulation.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0003R143_E0003requires_signed_agreement_formFORM_SSA1235Reimbursable agreement uses SSA-1235 and a memorandum of agreement.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0004R143_E0004reviews_reimbursable_agreement_requestsR143_E0003Earnings Operations Support reviews written company-letterhead requests and negotiates agreements.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0005R143_E0009requiresR143_E0001Each earnings disclosure requires an SSA-581 with appropriate consent or authority of person consenting.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0006R143_E0009operates_underR143_E0003Pension plan or legal organization may use a reimbursable agreement to obtain itemized earnings.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0007R143_E0003enforces_fee_reconciliationR143_E0007Estimated costs paid in advance, quarterly accounting, refund or bill after fiscal-year reconciliation.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0008R143_E0002contains_reporting_employer_addressR143_E0006SSA-1826 identifies employers and their addresses, not necessarily the wage earner current residence.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0009R143_E0009provides_organization_address_for_intakeR143_E0008Agreement request provides EIN and organizational and representative addresses.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0010R143_E0003governs_release_ofR143_E0002Itemized earnings made available to consenting third-party participants under reimbursable agreement.2026-10-095Source: R143_S001. Public documentation supports only the stated flow or rule.R143_R0012R143_E0010usage_observed_inR143_E0011Vendor monitors SSA calls to interpretation service for count, requested language, and duration.2026-10-095Source: R143_S002. Public documentation supports only the stated flow or rule.R143_R0013R143_E0011transmitted_inR143_E0012Vendor forwards usage information to SSA monthly.2026-10-095Source: R143_S002. Public documentation supports only the stated flow or rule.R143_R0014R143_E0012supports_annual_publication_ofR143_E0013Official dataset is based on contracted vendor usage reporting; publication is annual by language.2026-10-095Source: R143_S002. Public documentation supports only the stated flow or rule.R143_R0015R143_E0013applies_small_cell_markingR143_E0014Counts fewer than three calls per language are marked by an asterisk.2026-10-095Source: R143_S002. Public documentation supports only the stated flow or rule.R143_R0016ORG_SSA_OAGcontracts_for_serviceR143_E0010SSA identifies TIS as a contract awarded and administered by OAG.2026-10-095Source: R143_S002. Public documentation supports only the stated flow or rule.R143_R0017R143_E0015provides_operational_date_mapping_forDATA_DDS_STATE_MONTHLY_WORKLOADSSA_DATES1 gives mapping of SSA week ending dates to SSA month, quarter and fiscal/calendar reporting periods.2026-10-095Source: R143_S003. Public documentation supports only the stated flow or rule.R143_R0018DATA_DDS_STATE_MONTHLY_WORKLOADhas_published_expanded_distributionR143_E0021Existing monthly public DDS workload dataset is distributed in 71-element CSV/XLS publication.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0019R143_E0021uses_adjudicating_agency_geography_not_home_addressR143_E0016State refers to DDS conducting determination, which may differ from claimant residence.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0020R143_E0017creates_workload_data_inDB_DIODSElectronic DDS referral and outcome transaction flow to SSA supports DIODS authoritative DDS workload store.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0021DB_DIODSunderlies_public_productR143_E0021DIODS is identified by SSA as definitive workload data store for state agency disability claims.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0022DB_DIODShas_non_recomputed_period_summariesR143_E0018Historical aggregates remain stored and not recalculated after later row corrections; longer overlapping summaries contain corrected values.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0023R143_E0018requires_nonadditive_time_series_caution_forR143_E0021Monthly totals need not equal quarterly/annual summaries due to later record corrections; overlapping longer series can be more accurate.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0024R143_E0019can_be_converted_byR143_E0015Calendar conversion table maps four- or five-week operational month dates for correct comparison.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0025R143_E0021implements_concurrent_case_single_countR143_E0020Concurrent cases generally counted once in all initial/reconsideration/CDR totals; program breakouts presented separately.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0026R143_E0021uses_federal_workload_codeR143_E0022FE code aggregates federal components not one geographic state.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0027R143_E0021has_prototype_discontinuity_warningR143_E0023Reconsideration counts not directly comparable to initial cohort counts in prototype states.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0028R143_E0021published_by_file_replacementR143_E0024Updated file at same URL may replace earlier download, with changed historical data and no public prior file.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0029R143_E0021uses_operational_month_definitionR143_E0019SSA workload months are four or five weeks ending on last Friday, unlike calendar months.2026-10-095Source: SRC_R55_002. Public documentation supports only the stated flow or rule.R143_R0030DATA_OACT_TR2026_SINGLE_YEARcontains_annual_income_rate_componentsR143_E0025Table index identifies IV.B2 as Components of Annual Income Rates for 1970–2100.2026-10-095Source: SRC_R81_004. Public documentation supports only the stated flow or rule.R143_R0031DATA_OACT_TR2026_SINGLE_YEARcontains_fertility_mortality_assumptionsR143_E0026Table index identifies V.A1 as Fertility and Mortality Assumptions for 1940–2100.2026-10-095Source: SRC_R81_004. Public documentation supports only the stated flow or rule.R143_R0032R143_E0025is_consistent_with_assumptions_inREPORT_TRUSTEES_2026Single-year supplemental actuarial table is consistent with the 2026 OASDI Trustees Report.2026-10-095Source: SRC_R81_004. Public documentation supports only the stated flow or rule.R143_R0033R143_E0026is_consistent_with_assumptions_inREPORT_TRUSTEES_2026Single-year supplemental actuarial table is consistent with the 2026 OASDI Trustees Report.2026-10-095Source: SRC_R81_004. Public documentation supports only the stated flow or rule.R143_R0034APP_IMRCrequires_updated_address_development_if_movedR143_E0027Online Medicare replacement card guidance says changed address must be reported before replacement is processed.2026-10-095Source: SRC_R31_006. Public documentation supports only the stated flow or rule.R143_R0035APP_IMRCcaptures_usage_toDB_ESERVICE_ODSSSA Open Data documents night-time movement of internet application activity counts into Electronic Services ODS.2026-10-095Source: SRC_R31_006. Public documentation supports only the stated flow or rule.R143_R0036DB_ESERVICE_ODSfeeds_public_usage_warehouse_forDATA_IMRC_APPLICATION_VOLUMESSSA Open Data reports movement from Electronic Services ODS to a data warehouse on the following day.2026-10-095Source: SRC_R31_006. Public documentation supports only the stated flow or rule.R143_R0037APP_FIVRlimited_to_administrative_paymentsR143_E0028FIVR is an administrative vendor-payment query, not a Title II, Title XVI or retirement/disability benefit ledger.2026-10-095Source: R143_S004. Public documentation supports only the stated flow or rule.R144_R0001SYS_MBRprovides_program_beneficiary_context_forR144_E0001Title II change-of-address must be evaluated with existing benefit/tax status, not treated as immigration status proof.2026-10-095Source: R144_S001. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0002R144_E0004governs_conditional_development_ofR144_E0001POMS conditions domestic-to-foreign development on AWSC and planned duration.2026-10-095Source: R144_S001. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0003R144_E0002limits_inference_fromR144_E0001An address change alone does not establish citizenship, immigration or NRA withholding tax status.2026-10-095Source: R144_S001. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0004R144_E0001may_require_documentation_inR144_E0003Tax-status development evidence is forwarded to processing center claims folder.2026-10-095Source: R144_S001. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0005FORM_R96_SSA21may_be_needed_forR144_E0003SSA-21 may be required for other alien-tax development circumstances per GN 05010.090 summary chart.2026-10-095Source: R144_S001. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0006APP_MCSimplementsR144_E0005MCS triggers and manages AFNB 2025-2026 claims through Earnings Computation.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0007R144_E0007generates_system_receipt_forR144_E0008DAPP approval automatically receipts ADVFIL on DW01.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0008R144_E0007supports_trigger_ofR144_E0005DAPP is used during AFNB claim triggering.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0009R144_E0005uses_controlR144_E0009EC tickle dates must remain unchanged for system-operated AFNB batches.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0010R144_E0005subject_to_bendpoint_availabilityR144_E0011Processing depends on 2026 EC bendpoints and MBR BRI update timing.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0011R144_E0010controls_exception_date_forR144_E0005FDDS material date can change in specified AFNB hold cases.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0012R144_E0010prohibits_date_override_forR144_E0006Material file date must not be changed in non-AFNB Future MOE claims.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0013R144_E0006coordinatesR144_E0012Future MOE AI is used after the other benefit account becomes established in specified dual-entitlement cases.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0014R144_E0012requires_existing_record_sequence_onSYS_MBRDual-entitlement processing depends on MBR establishment and COLA adjustment.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0015APP_MCSsupportsR144_E0006MCS Future MOE auto-initiate is a documented scheduled processing pathway.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0016R144_E0005subject_to_reporting_limitationR144_E0013Automated processing-time calculation omits application-to-trigger wait interval.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0017R144_E0006may_require_manual_exceptionR144_E0014EC cannot process all family-maximum scenarios; A101 manual processing may be necessary.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0018R144_E0014corrects_claim_onSYS_MBRA101 is a manual fallback for certain EC-limited claims, not universal automated posting.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0019R144_E0011conditions_future_entitlement_updates_toSYS_MBRBRI values must update on MBR before affected EC claims can process.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0020APP_MACADEhas_year_end_input_restrictions_due_toR144_E0011POMS limits MACADE input of future PIA and family-maximum rates before the appropriate operational month.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0021APP_MCSproduces_processing_time_metric_withR144_E0013The operational AFNB case-time measure is not end-to-end time from application.2026-10-095Source: R144_S002. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0022PROC_IDDhas_country_specific_processR144_E0015Czech IDD has documented operational controls within Title II international direct deposit.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0023R144_E0015uses_formR144_E0016SSA-1199-OP13 is the Czech IDD customer enrollment form.2026-10-095Source: SRC_R89_005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0024R144_E0016is_one_member_ofFORM_SSA1199_FAMILYSSA publicly lists Czech Republic form among country-specific SSA-1199 forms.2026-10-095Source: SRC_R89_005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0025R144_E0015transforms_IBAN_to_codingR144_E0017SSA derives an RTN and DAN from the 24-character Czech IBAN; not equivalent to storing the IBAN as a native MBR field.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0026R144_E0017codes_direct_deposit_fields_onSYS_MBRMBR domestic-layout deposit fields also carry Czech-specific IDD routing fields.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0027R144_E0015requiresR144_E0018Two separately documented data-entry actions are necessary for current Czech IDD processing.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0028APP_MCSmay_record_bank_data_forR144_E0018MCS is among the SSA systems that may establish or change Czech IDD bank information.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0029APP_MACADEmay_record_bank_data_forR144_E0018MACADE may establish or change Czech IDD bank information.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0030APP_POSmay_record_bank_data_forR144_E0018POS may process Czech IDD postentitlement account changes.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0031R144_E0018separately_requires_Treasury_entry_inSVC_ITS_GOVSeparate ITS.gov data entry must occur on same business day as SSA system bank update.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0032R144_E0015has_local_financial_intermediaryR144_E0019POMS identifies Czech local FI and intermediary without naming a specific processing vendor.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0033ORG_FRBKCroutes_international_payment_forR144_E0015FRB Kansas City routes IDD payments to Czech processing bank for local credit.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0034R144_E0020checks_address_coding_onSYS_MBRMBR PCOC=8 foreign residence code is a prerequisite for noninitial Czech IDD changes.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0035R144_E0018conditioned_onR144_E0020Foreign-beneficiary address precondition must be met for specified updates.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0036DATA_ITS_BENEFICIARY_ADDRESSis_separate_fromDATA_ITS_BANK_ADDRESSTreasury ITS.gov requires beneficiary and financial-institution addresses as separate attributes.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0037R144_E0015requires_separate_address_fieldsR144_E0021ITS.gov requires bank address and beneficiary address, with no validated master-record address overwrite.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0038R144_E0021governsDATA_ITS_BENEFICIARY_ADDRESSBeneficiary address field is specifically populated during ITS.gov enrollment.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0039R144_E0021governsDATA_ITS_BANK_ADDRESSBank address field identifies FI and does not establish beneficiary residence.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0040R144_E0015has_exception_controlR144_E0022Inadequate forms can be routed from DIO to servicing FBU for manual follow-up.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0041R144_E0018can_produce_exceptionR144_E0023Incomplete ITS.gov entries can produce FRB Kansas City rejection and funds return.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0042ORG_FRBKCperformsR144_E0023FRBKC relies on complete ITS.gov bank data to avoid rejection.2026-10-095Source: R144_S003. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0043R144_E0024governsPROC_IDDIDD eligibility ends when beneficiary resumes residence in the U.S., per SSA forms guidance.2026-10-095Source: SRC_R89_005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0044R144_E0016requires_eligible_foreign_account_underR144_E0024Country-specific form is for qualifying Title II recipients residing outside the U.S.2026-10-095Source: SRC_R89_005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0045R144_E0025uses_external_non_census_datasetR144_E0026Representative-firm data are not an SSA administrative census.2026-10-095Source: R144_S004. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0046R144_E0026supports_statisticR144_E0027Observed median 20 versus 77 days and about five percent beyond 300 days apply to the studied dataset.2026-10-095Source: R144_S004. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0047R144_E0025recommendsR144_E0028SSAB recommends interest on delayed past-due benefits, not implemented action in source.2026-10-095Source: R144_S004. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0048R144_E0029analyzesR144_E0030Analysis is based on self-reported HRS health limitation and benefit participation.2026-10-095Source: R144_S005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0049R144_E0030subset_ofPROG_HRSHRS is the self-report research source; this report does not establish an SSA administrative-data linkage.2026-10-095Source: R144_S005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0050R144_E0029recommendsR144_E00312025 outreach and cross-program automation is a proposal, not a deployed SSA system.2026-10-095Source: R144_S005. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0051R144_E0032assessesPROC_SSA_PURCHASE_CARDOIG evaluated SSA purchase card spending and risk in FY2025.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0052R144_E0032assessesR144_E0033OIG assessed travel and centrally billed accounts separately from purchase cards.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0053R144_E0032documents_reporting_gapR144_E0034Required FY2025 violation reports were filed in March 2026 rather than during FY2025.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0054R144_E0036governsPROC_SSA_PURCHASE_CARDSSA charge-card management plans establish safeguard and internal-control requirements.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0055R144_E0036governsR144_E0033SSA travel and central-billing cards are within charge-card program control plans.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0056R144_E0035temporarily_restrictedR144_E0033OIG describes temporary $1 transaction limit imposed on travel cards under February 2025 measures.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0057R144_E0035temporarily_restrictedPROC_SSA_PURCHASE_CARDOIG describes temporary $1 transaction limit imposed on purchase cards.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R144_R0058R144_E0032documentsR144_E0035OIG describes the historical February 2025 charge card transaction freeze response.2026-10-095Source: R144_S006. Explicitly scoped, not a claim of automatic updates or physical architecture.R145_R0001APP_SSNAPrecords_document_metadata_inR145_E0001SSNAP Summary Evidence Submitted captures foreign passport attributes with the documented primary DHS proof of identity.2026-10-095R145_R0002R145_E0004requires_documentation_inR145_E0001When the foreign passport accompanies a DHS identity document, required passport identifying metadata is entered in SSNAP Summary.2026-10-095R145_R0003R145_E0002governs_identity_proof_inAPP_SSNAPState identification carrying NOT FOR FEDERAL IDENTIFICATION may qualify as primary identity evidence for SSNAP enumeration processing.2026-10-095R145_R0004R145_E0003controls_identity_document_priority_inAPP_SSNAPAge-based evidence priorities and third-level exceptions govern SSNAP SSN application review.2026-10-095R145_R0005R145_E0004establishes_alien_primary_identity_evidence_forAPP_SSNAPDHS lawful-alien documents plus a foreign passport serve as specified primary identity evidence; conditional exceptions apply.2026-10-095R145_R0006R145_E0001displayed_onUI_SSNAP_SUMMARYPOMS explicitly names the Evidence Submitted field on SSNAP Summary.2026-10-095R145_R0007R145_E0005governed_by_custodianORG_SSA_CENTRAL_PROCESSINGPOMS names Central Processing as holder of concurrent-case Title II paper folders.2026-10-095R145_R0008R145_E0006governed_by_custodianR110_E002POMS identifies National Records Center as the Title XVI paper folder location.2026-10-095R145_R0009R145_E0005defines_custody_forREPO_PAPER_DISABILITY_FOLDERDefines Title II component of split physical folder custody in concurrent claims.2026-10-095R145_R0010R145_E0006defines_custody_forREPO_PAPER_DISABILITY_FOLDERDefines Title XVI component of split physical folder custody in concurrent claims.2026-10-095R145_R0011R145_E0007requires_paper_evidence_transferred_fromREPO_PAPER_DISABILITY_FOLDERElectronic case referral does not eliminate associated paper folder transfer to DDS.2026-10-095R145_R0012R145_E0007applies_alongside_electronic_case_inAPP_EDCSeCDR folder transfer includes EDCS electronic information and any associated physical folders.2026-10-095R145_R0013R145_E0008uses_electronic_case_review_inAPP_EVIEWThe DDS examiner reviews eView Case Data, Case Documents, and Alerts & Messages tabs for concurrent eCDR.2026-10-095R145_R0014R145_E0009limits_retrieval_ofREPO_PAPER_DISABILITY_FOLDERThe Title XVI paper folder need not always be obtained based solely on an SSI2 query.2026-10-095R145_R0015R145_E0008coordinates_decision_withAPP_EDCSCross-title CDR determinations require reconciliation of unresolved entitlement information prior to processing.2026-10-095R145_R0016R145_E0010requires_cross_check_ofAPP_DDSQDDSQ is not necessarily the latest adjudicative disposition after DQR revisions.2026-10-095R145_R0017R145_E0010requires_final_decision_evidence_fromPROC_DQR_QUALITY_REVIEWDQR procedural changes can differ from DDSQ data; verify final SSA-831. This represents a review process, not a system interface.2026-10-095R145_R0018R145_E0011controls_assistance_requests_fromAPP_EDCSField office tracks requests conveyed by EDCS AI/AR or other documented channels and responds or supplies status within 14 days.2026-10-095R145_R0019R145_E0012defines_code_values_forDATA_NDDSS_SODocumented four values control whether case movement, decisional, all, or no NDDSS elements transmit.2026-10-095R145_R0020R145_E0012constrains_data_available_throughAPP_DDSQAn override flag can intentionally suppress case movement or decisional data from SSA systems.2026-10-095R145_R0021R145_E0013delivered_viaAPP_MYSSAOnline access via my Social Security provides print, save, replacement request options and preference settings.2026-10-095R145_R0022R145_E0014sets_historical_access_window_forR145_E0013Current plus five preceding benefit tax years, not an underlying database retention guarantee.2026-10-095R145_R0023R145_E0015governs_notice_distribution_ofR145_E0013Representative payee receives mailed tax statements regardless of beneficiary online preference.2026-10-095R145_R0024R145_E0016governs_undeliverable_mail_ofR145_E0013Undeliverable form is disposed securely; no investigation or address-master update required.2026-10-095R145_R0025R145_E0017generates_corrected_output_forR145_E0013Automated Central Office statement correction and NCC print route; alternate manual replacement forms documented.2026-10-095R145_R0026R145_E0018conditions_postal_delivery_ofR145_E0013Delivery suppressed for countries subject to USPS international suspension or sanctions.)2026-10-095R145_R0027R145_E0014provides_digital_access_throughSVC_MYSSA_MESSAGE_CENTERmySSA Message Center preferences govern digital/paper notification; six-year tax form access occurs in mySSA.2026-10-095R145_R0028R145_E0019changes_governance_ofSYS_MEFA claimant-provided tax document becomes IRC-controlled return information when used to create or amend the official earnings record.2026-10-095R145_R0029R145_E0020governs_tax_information_fromORG_IRSSSA may use/disclose federal tax return information only with statutory or IRS authorization; source and authorized purpose matter.2026-10-095R145_R0030R145_E0021addresses_identity_mismatches_associated_withSYS_MEFEmployer W-2 reporting can produce names/SSNs that do not match SSA records, prompting employer EDCOR notices; DECOR mailing suspended.2026-10-095R145_R0031R145_E0022publishes_statistical_tableR145_E0023The 2026 SSA Fast Facts publication includes the 1970 and 2025 insured-status sex comparison.2026-10-095R145_R0032R145_E0023uses_population_denominator_definitionR145_E0024Chartbook statistical denominator is Social Security area population and is subject to revisions.2026-10-095R145_R0033R145_E0022corroborates_oact_domain_dataDATA_OACT_INSURED_WORKERS_STATUSPublished SSA Actuarial Services insured-status statistics form an annual public reporting product.2026-10-095R145_R0034R145_E0024qualifies_insured_population_statistics_inDATA_OACT_SOCSEC_AREA_INSUREDPopulation denominators include defined non-mainland groups and outside-U.S. populations; not a simple resident geographic count.2026-10-095R145_R0035R145_E0025qualifies_prior_award_evidence_onSYS_MBRA prior payment record can establish only the insured-status criteria underlying that earlier payment; not every subsequent benefit test.2026-10-095R145_R0036R145_E0026requires_current_master_validation_againstSYS_MEFSSA guidance calls for checking the earnings record with DEQY after processing rather than assuming transaction screens equal the master.2026-10-095R145_R0037R145_E0027requires_representative_data_validation_inAPP_MCSSSA appointment procedures require technician checks for active representation in title II claims processing.2026-10-095R145_R0038R145_E0027requires_representative_data_validation_inAPP_MSSICSFor applicable SSI claims, representation must be correctly recorded in the SSI claim environment.2026-10-095R145_R0039R145_E0027requires_representative_data_validation_inAPP_EDCSFor applicable disability cases, representative flags must be checked or corrected in EDCS.2026-10-095R146_R0001R146_E0001forwards_irs_pension_participant_data_toR146_E0002Electronic 8955-SSA filing passes from IRS to SSA ERISA records; specific format/transport not documented.2026-10-095R146_R0002R146_E0004historically_transferred_pension_reports_toR146_E0002DOL EFAST was used for historical Form 5500 Schedule SSA transfers, retired as an intake path after transition.2026-10-095R146_R0003ORG_WBDOCprocesses_paper_fallout_forR146_E0005Wilkes-Barre handles paper IRS 8955-SSA scanning and historic EFAST fallout.2026-10-095R146_R0004R146_E0005supplies_scanned_pension_info_toR146_E0002Paper ERISA participant reporting was keyed/scanned into electronic files.2026-10-095R146_R0005ORG_IRSuses_pension_electronic_filing_channelR146_E0001IRS receives 8955-SSA through FIRE, then transmits IRS data to SSA.2026-10-095R146_R0006R146_E0003indexes_paper_irs_pension_images_forR138_E0010Paper-source 12-digit notice cases have AIRS images available on inquiry.2026-10-095R146_R0007R146_E0006identifies_paper_image_custody_inR146_E0003AIRS retains images for paper IRS pension reports indexed using twelve-digit DCN.2026-10-095R146_R0008R146_E0007indicates_upstream_irs_channelR146_E0001The 14-digit SSA DCN identifies IRS FIRE electronical submission of Form 8955-SSA.2026-10-095R146_R0009R146_E0007invokes_disclosure_limitationR146_E0009Electronic source report has no additional stored image for inquirer.2026-10-095R146_R0010R146_E0008locates_pre_2008_microfilm_records_inAPP_IRONM-prefixed DCNs link to microfilmed historical ERISA pension data in IRON.2026-10-095R146_R0011R146_E0006indexes_erisa_noticeR138_E0010DCN in the SSA-L99-C1 for paper-source notice and associated image.2026-10-095R146_R0012R146_E0007indexes_erisa_noticeR138_E0010DCN in the SSA-L99-C1 for electronic-source case without archived image.2026-10-095R146_R0013R146_E0008indexes_erisa_noticeR138_E0010M-prefixed control number distinguishes historical source.2026-10-095R146_R0014R146_E0010qualifies_plan_administrator_addressR138_E0011The IRS-reported plan address can be outdated and must not be assigned to the named pension participant.2026-10-095R146_R0015R146_E0010is_printed_onR138_E0010SSA-L99-C1 includes plan address carried from earlier tax reporting year.2026-10-095R146_R0016ORG_IRSsupplies_third_party_address_observationR146_E0010Plan administrator reports mailing address to IRS; SSA receives it through ERISA pension reporting.2026-10-095R146_R0017R146_E0011queries_pension_participant_databaseR146_E0002Claim/Medicare applications trigger lookup against ERISA plan participant data maintained by SSA.2026-10-095R146_R0018R146_E0011produces_potential_pension_noticeR138_E0010SSA mails monthly Potential Private Retirement Benefit Information notice when matching data exists.2026-10-095R146_R0020R146_E0012triggers_manual_entry_inAPP_MAPSEmployees enter copies in MAPS rather than sending photocopies to scanner.2026-10-095R146_R0021R146_E0012affects_intake_documentDATA_SSA1020_OCROnly original scannable form is accepted by WBDOC imaging process.2026-10-095R146_R0022R146_E0013routes_exception_toORG_WBDOCPaper resource-question self-screening exception is handled at WBDOC.2026-10-095R146_R0023R146_E0014requires_print_step_inAPP_MAPSMAPS printing is an operational prerequisite to stored copy retrieval under cited POMS.2026-10-095R146_R0024R146_E0014causes_document_availability_inR146_E0015SSA advises always print MAPS application so it will appear in ORS.2026-10-095R146_R0025R146_E0015retains_accessible_map_application_fromAPP_MAPSSSA describes the specific application document retrieval route; physical retention schedule undocumented.2026-10-095R146_R0026R146_E0016changes_spouse_identity_encoding_inAPP_MAPSDo not add unenumerated spouse as separate MAPS entry when enumeration unavailable; adjust household/income treatment.2026-10-095R146_R0028R146_E0016affects_applicant_spouse_information_inUI_MAPS_APPLICANT_INFOHousehold resources/income treatment differs when spouse is not enumerated.2026-10-095R146_R0029R146_E0017documented_inUI_MAPS_DEV_WORKSHEETTechnician initials/ATTEST entry reflect proxy signature for in-person and telephone MAPS claims.2026-10-095R146_R0030R146_E0017contrasts_internet_signature_fromSVC_I1020i1020 uses customer electronic click-and-sign, distinct from employee MAPS attestation.2026-10-095R146_R0031R146_E0017must_support_retrieval_usingR146_E0014POMS makes printing the MAPS application mandatory for Online Retrieval storage.2026-10-095R146_R0032R146_E0018maintained_withinAPP_RASRIDPE list appears in RASR with EIN, claim SSN, status, dates, outstanding amounts.2026-10-095R146_R0033R146_E0019reviews_and_updatesR146_E0018Coordinator verifies fee liabilities, controls eligibility and updates list for remittances.2026-10-095R146_R0034R146_E0020triggers_manager_review_byR146_E0019Referral after both 30-day responses exhausted and approval documented.2026-10-095R146_R0035R146_E0021records_debt_inAPP_DMSTitle II individual excess payment is entered in DMS, with separate manual Title XVI controls.2026-10-095R146_R0036R146_E0022is_part_ofAPP_RASRIndividual ROC per appointment in RASR rather than entity-only document.2026-10-095R146_R0037R146_E0020uses_documented_report_screenR146_E0022RASR includes EIN, Rep IDs, past due benefits, fee authorization and claimant impact.2026-10-095R146_R0038R146_E0018identifies_organization_by_ein_and_claimant_ssnAPP_RASRIDPE row relates entity EIN to claimant SSN for each unresolved fee issue.2026-10-095R146_R0039R146_E0023may_be_created_usingAPP_DPSCollection letter may be authored in DPS.2026-10-095R146_R0040R146_E0023may_be_created_usingAPP_AURORACollection letter may be authored in Aurora.2026-10-095R146_R0041R146_E0024may_be_created_usingAPP_DPSFinal entity collection letter available through DPS.2026-10-095R146_R0042R146_E0024may_be_created_usingAPP_AURORAFinal entity collection letter available through Aurora.2026-10-095R146_R0043R146_E0020initial_noticeR146_E0023First 30-day recovery control begins with MAO104.2026-10-095R146_R0044R146_E0020final_noticeR146_E0024Second 30-day control begins with MAO105.2026-10-095R146_R0045R146_E0018generates_status_notificationR146_E0025RASR sends IDPE determination notice once new entry established subject to repeat suppression.2026-10-095R146_R0046R146_E0026requires_conditional_reconciliation_inAPP_DMSWhen remittance fails to post automatically to DMS, technician checks and corrects manually.2026-10-095R146_R0047R146_E0026requires_conditional_reconciliation_inDB_PHUSPHUS payment history needs correction when normal automatic posting missing.2026-10-095R146_R0048R146_E0027determines_diary_trigger_inWORK_SSI_IRS_5B_DIARYSystem screens incoming IRS amounts by program-size thresholds and prior alert tolerance.2026-10-095R146_R0049R146_E0027applies_to_irs_reported_input_viaEX_SSI_IRS_10991099 resource/income categories provide triggers, not verified countable-income determinations.2026-10-095R146_R0050R146_E0028controls_release_ofEX_SSI_IRS_1099Three batch windows and selected cohorts described in SI 02310.045.2026-10-095R146_R0051R146_E0028posts_work_issue_toWORK_SSI_IRS_5B_DIARYQualifying records produce SSR 5B diary subject to thresholds.2026-10-095R146_R0052WORK_SSI_IRS_5B_DIARYflags_followup_work_onSYS_SSRSSR diaries require further development; they do not modify verified income/resource automatically.2026-10-095R146_R0053R146_E0029requires_workload_receipt_confirmation_inAPP_PCACSReviews require PCACS or Evidence Portal confirmation of controlling issue.2026-10-095R146_R0054R146_E0029has_processing_center_debt_record_inAPP_DMSMid-Atlantic processing center DMS follows appeals for FSO.2026-10-095R146_R0055R146_E0030verifies_evidence_workload_inAPP_PCACSStaff query PCACS to confirm paperless case before destroying retained FO copy.2026-10-095R146_R0056R146_E0030controls_appeal_document_custody_forR146_E0029FO retention is temporary and separate from official appeal folder.2026-10-095R146_R0057R146_E0031processed_inAPP_TEDTED technician selects verified one-time address using stored account email as optional starting value.2026-10-095R146_R0058R146_E0031may_reference_but_does_not_necessarily_changeAPP_MYSSAMy Social Security account email may be shown, but separate recipient email permitted.2026-10-095R146_R0059R146_E0032controls_tasks_created_inAPP_TEDUnanswered technician task closes after 30 days under 2024 instruction.2026-10-095R146_R0060R146_E0033describes_batch_import_inAPP_WORKTRACKWorkTrack upload is a different function from customer eSignature/Upload Documents.2026-10-095R146_R0061R146_E0034feeds_signed_document_toAPP_WORKTRACKSSA-827 webform PDF available in WorkTrack after digital submission.2026-10-095R146_R0063R146_E0035qualifies_publication_status_ofREPORT_STAT_SUPP_2026Tables from 2026 supplement are subject to updates until edition complete.2026-10-095R146_R0064R146_E0036derives_cross_program_statistics_fromSYS_MBROASDI side is full-population MBR rather than a random sampling frame.2026-10-095R146_R0065R146_E0036derives_cross_program_statistics_fromSYS_SSRSSI side is full-population SSR and concurrent count de-duplicates OASDI.2026-10-095R146_R0066R146_E0036qualifies_counts_inDATA_MONTHLY_STAT_SNAPSHOTPrimary and secondary benefit entitlement not counted twice.2026-10-095R146_R0067R146_E0037qualifies_ssi_payment_amount_statistics_inDATA_MONTHLY_STAT_SNAPSHOTRetroactive amounts included in aggregate total but excluded from reported average monthly benefit.2026-10-095R147_R0001APP_CPMShistorical_case_microdata_feedsR147_E0001OHO supplies year-end pending case microdata from CPMS; source explicitly relates to FY2005-2017 historical series, not 2026 operation.2026-10-095R147_R0002ORG_OHOprovided_historical_case_microdata_forR147_E0001OHO provided CPMS microdata used in the published historical year-end pending-claimants CSV.2026-10-095R147_R0003PORTAL_SSA_OPEN_DATApublishes_historical_pending_claimant_csvR147_E0001Public CSV from June 1, 2018, catalog US-GOV-SSA-2372.2026-10-095R147_R0004R147_E0001requires_survivorship_count_interpretationR147_E0002End-year Total includes some deceased claimants whose cases stay open; Total Alive is separate.2026-10-095R147_R0005R147_E0001has_partial_2009_reporting_periodR147_E0003FY2009 coverage is April through September only.2026-10-095R147_R0006R147_E0001uses_administrative_week_ended_fiscal_yearR147_E0006Fiscal-year workload reports follow weekly cutoff conventions, occasionally 53 weeks.2026-10-095R147_R0007PORTAL_SSA_OPEN_DATApublishes_seven_historical_actuarial_csv_tablesR147_E0004Seven CSV files corresponding to Actuarial Note 159 tables 1-7.2026-10-095R147_R0008R147_E0004requires_age_sex_adjusted_contextR147_E0005Age-sex adjusted mortality risk and analysis of pending ALJ population, not raw death count alone.2026-10-095R147_R0009R147_E0004complements_claimant_population_denominator_seriesR147_E0001Seven-table mortality datasets complement the separate OHO end-of-FY pending-claimant dataset; do not imply individual record linkage in publicly released data.2026-10-094R147_R0010R147_E0004provides_context_for_death_countsR114_E030Actuarial Note 159 provides machine-readable mortality tables supplementing the separate deaths-while-pending public CSV.2026-10-095R147_R0011REPORT_TRUSTEES_2026contains_vi_h1_oasi_disabled_beneficiary_tableR147_E0007Published 2026 report includes VI.H1 historical 1960-2025 and estimated 2026-2035 scheduled benefit payment series.2026-10-095R147_R0012REPORT_TRUSTEES_2026contains_vi_h2_oasi_di_allocation_tableR147_E0008Published 2026 report includes VI.H2 disability-related benefit payments by DI and OASI trust fund.2026-10-095R147_R0013R147_E0007applies_disability_specific_oasi_population_ruleR147_E00092025 OASI disabled-related beneficiary total excludes otherwise age-entitled disabled widows/widowers aged 60+.2026-10-095R147_R0014R147_E0008counts_oasi_disability_without_conflating_di_fundR147_E0009OASI disability-related payments are not paid by the DI Trust Fund and must be separately accounted for.2026-10-095R147_R0015R147_E0007normalizes_jan2021_calendar_payment_timingR147_E0010Earlier December 31 2020 physical disbursement treated as regularly scheduled Jan 3 2021 benefit for consistent calendar-year accounting.2026-10-095R147_R0016R147_E0008uses_normalized_calendar_disbursement_conventionR147_E0010Source explicitly documents 2020-2021 payment date reclassification.2026-10-095R147_R0017R147_E0007distinguishes_realized_history_from_intermediate_projectionR147_E00112026–2035 estimates not observed payments.2026-10-095R147_R0018R147_E0008uses_intermediate_assumption_estimates_2026_to_2035R147_E00112026 OASI forecast $17.530 billion; actual may differ.2026-10-095R147_R0019R147_E0012publishes_quarterly_new_court_case_workload_xmlR147_E0013OARO Appeals Council publishes NCC FY2026 receipts, dispositions and pending counts covering Sep 27 2025 to Jun 26 2026.2026-10-095R147_R0020R147_E0012publishes_quarterly_court_remand_workload_xmlR147_E0014OARO Appeals Council publishes CR FY2026 receipts, dispositions and pending counts covering Sep 27 2025 to Jun 26 2026.2026-10-095R147_R0021R147_E0012prepares_administrative_records_for_new_court_suitsR147_E0015Appeals Council sends certified administrative case records to federal court following new civil lawsuits.2026-10-095R147_R0022R147_E0013reflects_record_preparation_dispositionsR147_E0015NCC disposition may include preparation of certified court record, AC-requested ALJ remand or another action.2026-10-095R147_R0023R147_E0014court_returned_cases_reviewed_byR147_E0012Courts return remanded cases to SSA Appeals Council for further administrative action.2026-10-095R147_R0024R147_E0012publishes_longitudinal_court_filing_and_remand_countsR147_E0016Public XML with fiscal-year filing and court-remand counts from 2010 through 2025.2026-10-095R147_R0025R147_E0016must_not_infer_filing_cohort_remand_rateR147_E0017Same-year remands may originate from lawsuits filed prior years; ratio not longitudinal cohort success.2026-10-095R147_R0026R147_E0012publishes_annual_ac_remand_share_seriesR147_E0018AC remands 15.54 percent of FY2025 AC requests-for-review dispositions; do not conflate with court remands.2026-10-095R147_R0027R147_E0018has_52_53_week_reporting_variantsR147_E0019SSA publishes separate 52/53-week variants for FY2016 and FY2022.2026-10-095R147_R0028R147_E0016uses_52_53_week_fy_variantsR147_E0019Annual court series includes 52/53-week FY2016/2022 variants.2026-10-095R147_R0029R147_E0013current_quarterly_counterpart_of_historical_annual_seriesR147_E0016FY2026 NCC reporting complements historical FY2010-2025 annual new court filing series; coverage and definitions differ.2026-10-095R147_R0030R147_E0014current_quarterly_remands_counterpart_of_historical_seriesR147_E0016FY2026 remand workload distinct from annual returns in public time series.2026-10-095R147_R0031DATA_AC_RR_PUBLICreview_disposition_history_published_as_remand_shareR147_E0018Appeals Council review dispositions provide denominator for annual AC remand-share statistics.2026-10-095R147_R0032APP_CPMShistorically_supported_alj_mortality_analysisR147_E0004Actuarial mortality analyses concern OHO CPMS pending-claimant population in years 2006-2017, not a new production CPMS interface.2026-10-094R147_R0033R147_E0001paired_historical_alj_population_and_death_measuresR114_E030Published separately as datasets supporting Actuarial Note 159; do not infer individual-level linkage of public CSVs.2026-10-095R148_R0001DB_ARPS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0001AC requests for review, receipts, dispositions and certain court-case metrics2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0002DB_ARPS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0002New court cases, court remands, and related adjusted receipt/disposition counts2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0003DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0003Hearing office workload, average processing time, dispositions, and reporting period fields2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0004DB_ARPS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0004Remand and grant-review reporting in the public data dictionary2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0005DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0005ALJ names and favorable, partially favorable and unfavorable disposition counts2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0006DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0006Counts of pending cases in electronic and paper formats2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0007DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0007Owning hearing office name shown in public hearing-office reports2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0008DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0008In-person hearings count in published data dictionary2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0009DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0009Video teleconference hearings count in published data dictionary2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0010DB_CPMS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0010Video hearing opt-out data source2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0011DB_ARPS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0011Remand reason information in public hearings dictionary2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0012DB_ARPS_MInamed_as_mi_table_source_in_public_dictionaryR148_E0012Remand reason category source used for top ten remand reports2026-10-094Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0013R148_E0003documented_mi_source_of_published_fieldR148_E0013SMALLINT NOT NULL; calendar days from hearing request date to disposition date; not days of employee processing time2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0014R148_E0001documented_mi_source_of_published_fieldR148_E0014INTEGER NOT NULL; adjusted receipts, not necessarily gross new receipts2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0015R148_E0003documented_mi_source_of_published_fieldR148_E0015INTEGER NOT NULL; excludes cases in CLSD status2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0016R148_E0006documented_mi_source_of_published_fieldR148_E0016INTEGER NOT NULL; electronic-format cases pending at end of period2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0017R148_E0006documented_mi_source_of_published_fieldR148_E0017INTEGER NOT NULL; paper-format cases pending at end of period2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0018R148_E0003documented_mi_source_of_published_fieldR148_E0018INTEGER NOT NULL; judge-wide total can differ from office-specific judge disposition count2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0019R148_E0003documented_mi_source_of_published_fieldR148_E0019DECIMAL(5,2) NOT NULL; mean per-day dispositions, not judge-specific work time2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0020R148_E0012documented_mi_source_of_published_fieldR148_E0020CHAR (MULTIPLE) NOT NULL; remand reason category in AC and federal-court reports2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0021R148_E0013defined_by_measurement_ruleR148_E0021SSA public data dictionary explicitly defines the hearing-request-date to disposition-date interval.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0022DATA_OHO_WORKLOAD_PUBLICreports_processing_time_usingR148_E0013Published hearing-office workload is linked in SSA dictionary to DSPN_AVGPT, not end-to-end claim processing time.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0023DATA_OHO_WORKLOAD_PUBLICreports_adjusted_receipts_usingR148_E0014Receipts may reflect adjusted office work transfers; not a gross intake measure.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0024DATA_OHO_WORKLOAD_PUBLICreports_pending_at_period_end_usingR148_E0015Pending means not closed (CLSD) at end of report period.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0025DATA_OHO_WORKLOAD_PUBLICrelated_public_office_processing_time_rankingR148_E0022Both public FY2026 OHO outputs describe hearing-office workload and processing-time statistics through the reported cutoff.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0026R148_E0022uses_statistical_measureR148_E0013Dictionary maps the mean calendar-day processing-time measure to this ranking report.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0027R148_E0023reports_dispositions_per_day_usingR148_E0019SSA dictionary maps the daily average ALJ disposition count to the ranking report.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0028APP_ERPScodes_certain_businesses_as_individual_payeesR148_E0024eRPS classification depends on legal entity form and contact partner, not EIN presence alone.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0029DATA_ERPS_INDIVIDUAL_IDidentifies_sole_proprietorship_or_partnership_under_owner_ssnR148_E0024Owner or contact general partner SSN is the identifier for relevant business types.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0030APP_ERPSapplies_single_identifier_for_joint_guardiansR148_E0025Second guardian is represented by annotation, not by second primary case key.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0031UI_ERPS_PAYMENT_LEGENDrecords_court_ordered_joint_guardian_legendR148_E0025For joint guardians, display payment legend preference as in court order.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0032DATA_ERPS_ORG_IDuses_physical_business_location_zip_not_beneficiary_addressR148_E0026The organization location ZIP is an identifier component, not residence or mailing address of each beneficiary.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0033APP_ERPSdocumented_organization_identifier_compositionR148_E0026eRPS uses a ZIP-based organization ID despite documentation of verified EIN.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0034APP_IMAINclaims_entry_point_forR148_E0027Claims verification through I-Main, not proof of direct update to Numident.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0035APP_SSNAPenumeration_entry_point_forR148_E0027SSNAP is the separately documented SAVE entry route for enumeration.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0036R148_E0027queries_external_immigration_status_serviceSVC_SAVESAVE supplies immigration/document verification, not program eligibility determinations.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0037DATA_SAVE_QUERY_RESPONSEfiled_as_claims_documentation_throughR148_E0028The documented response printout and document copies support claim evidence, not physical custody of original immigration document.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0038APP_EVIEWpermitted_retrieval_of_documented_claims_verificationR148_E0028SSA instructions name eView as an electronic folder example; no live inter-system synchronization inferred.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0039DATA_PI_ARNis_claims_entered_dhs_document_identifier_underR148_E0028When a DHS document contains an Alien Registration Number, claims instructions call for entry in Person Information.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0040SVC_SAVEunconfirmed_online_status_requires_additional_evidence_before_actionR148_E0029Online response is evidence for development and does not itself decide lawful-presence entitlement.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0041FORM_G845used_for_secondary_verification_afterR148_E0029Form G-845 and supplement may be required when SAVE response does not resolve status.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0042SVC_SAVEsupports_category_specific_lawful_presence_reverificationR148_E00302026 lawful presence evidence table establishes varying recheck conditions by status and document.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0043APP_ERPStracks_fiduciary_relationship_forR148_E0031eRPS Relationship Details notes hold ABLE title reflecting beneficiary ownership and payee fiduciary role.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0044UI_ERPS_RELATIONSHIP_DETAILSrecords_able_account_fiduciary_title_underR148_E0031POMS calls for note of ABLE account title in Relationship Details tab.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0045R148_E0031signature_authority_loss_triggersR148_E0032ABLE designated beneficiary may replace the signatory, removing the payee ability to manage account or use it for direct deposit.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0046UI_ERPS_BENE_DETAILScaptures_follow_up_report_of_contact_forR148_E0032POMS calls for Report of Contact in eRPS Beneficiary Details and potentially new payee evaluation.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0047APP_ERPSrepresentative_accounting_guidance_is_separate_fromR148_E0033Guidance concerns payee records and use of funds, not established eRPS bank transaction import.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0048R148_E0031change_of_payee_requires_special_funds_dispositionR148_E0034SSA distinguishes transferring account control from withdrawing funds and re-depositing under annual ABLE contribution rules.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0049SYS_MBRfull_population_source_for_representative_payee_statistical_tableR148_E0035Table 5.L1 explicitly sourced to MBR 100 percent data; counts use beneficiary types, not organization ZIP location.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0050R148_E0035counts_payees_as_associated_beneficiaries_not_unique_payeesAPP_ERPSTable counts beneficiary records with payees; it is not a census of payee organizations and does not establish eRPS as statistical source.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0051R148_E0018subject_to_cross_office_reporting_ruleR148_E0036Judge-level office counts cannot simply be equated with an individual ALJ total across all locations.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R148_R0052R148_E0023needs_location_and_workday_caveatR148_E0036Ranking is office-based and only reflects available fiscal YTD; not a nationwide single-judge productivity ranking.2026-10-095Directly documented source relationship; no undocumented deployment, synchronization or storage mechanism asserted.R149_R0001SYS_MBRcan_containR149_E0001Field-office in-person-only safety marker may appear on Master Beneficiary Record.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0002SYS_SSRcan_containR149_E0001Field-office in-person-only safety marker may appear on Supplemental Security Record.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0003R149_E0001requires_documented_consentR149_E0002In-person-only handling requires beneficiary-signed request or qualifying field-office determination with signed documentation.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0004R149_E0002scanned_as_evidence_intoREPO_NDREDField offices scan the signed in-person-only request to NDRed when appropriate.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0005R149_E0002may_be_scanned_as_evidence_intoREPO_EFSSA allows eView as the appropriate record location for signed in-person-only contact evidence; this entity represents the existing electronic folder family, not a new folder.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0006R149_E0001enforces_no_telephone_or_mail_disclosureR149_E0003Telephone contact may not produce disclosure, mail to address of record, or a record change while protected in-person-only flag applies.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0007R149_E0001prohibits_password_field_workaroundR149_E0004MBR/SSR special messages no longer support customer-chosen passwords or phrases.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0008R149_E0001subject_to_routine_use_and_electronic_service_exceptionsR149_E0005Routine uses authorized under Privacy Act and independently authenticated online/IVR services are not categorically prohibited by the in-person flag.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0009R149_E0006limits_scope_throughR149_E0007SSA directs staff to request only material needed to satisfy the pending-hearing access request.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0010R149_E0006may_provideR149_E0008Claimants and representatives can receive copies of hearing audio on compact disc.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0011R149_E0006subject_toR149_E0009Claimants can request hearing evidence, but transcript preparation is normally conditional on ALJ case need.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0012R149_E0008does_not_implyR149_E0009A recorded hearing does not itself establish an automatically generated transcript.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0013R149_E0006draws_fromREPO_EFPolicy permits hearing unit to transmit electronic copies of needed folder material for access requests.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0014R149_E0010includesR149_E0011OACT index identifies actuarial note 2026.6 published July 2026.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0015R149_E0010has_publication_immutability_guidanceR149_E0012OACT warns actuarial notes are historical artifacts and generally not revised.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0016R149_E0011subject_to_pdf_distribution_policyR149_E0012OACT says updated actuarial notes are distributed in PDF format; no inference about model software or internal data store.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0017R149_E0013governs_single_electronic_state_record_queriesEX_SASROSASRO IEA authorizes specific one-off state queries for SSA program tasks; individual master file field/update outcomes are not enumerated in general policy.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0018R149_E0013does_not_independently_establish_address_auto_updateSYS_MBRGeneric SSA-file updating purpose in SASRO IEA does not establish automated MBR address synchronization.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0019R149_E0013does_not_independently_establish_address_auto_updateSYS_SSRGeneric state-record query permission does not establish automated SSR address synchronization.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0020R149_E0014supports_program_processing_forSYS_MBRState foster-care changes support representative-payee choices for minor SSA beneficiaries; no direct MBR field update asserted.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0021R149_E0015governs_state_reporting_throughEX_STATE_ABLE_MONTHLYABLE IEA category covers statement/account balance information for SSI resources; cadence depends on implemented agreement.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0022R149_E0016provides_partial_ssn_and_death_verification_forORG_STATE_DMVFor voter applicant without qualifying driver license, state MVA may request name DOB last-four SSN match and death flag.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0023R149_E0017usesPLAT_ICON_HUBInterstate Benefit Inquiry IEA allows SSA to use ICON as a state unemployment and wages query channel.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0024R149_E0018sends_overnight_batch_verification_toORG_STATE_DMVMVA IEA names overnight SSN verification support for driver licensing and state identification.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0025R149_E0019connects_viaORG_AAMVAAAMVA supplies state SSN verification connectivity billing and help desk under SSOLV agreements.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0026R149_E0019servesORG_STATE_DMVAAMVA-linked SSA SSOLV supports eligible state motor vehicle agencies.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0027R149_E0020must_undergoR149_E0021OIS must carry out a security compliance review of STC once every three years.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0028R149_E0020acts_as_conduit_forORG_STATE_DMVThe defined state transmission component transfers only specifically approved data to the specified state recipient agencies; DMV used as existing class for state-agency example, not universal recipient.2026-10-094Published policy describes relationship or control; avoid inference beyond source.R149_R0029R149_E0022requires_periodicR149_E0024IEA-F state-administered program agreement must be accompanied by updated compliance certification each 30 months.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0030R149_E0023requires_periodicR149_E0024IEA-S state-administered program agreement must be accompanied by updated compliance certification each 30 months.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0031R149_E0025separates_research_data_from_program_matchingR149_E0022Research MOU/MOA uses differ from IEA-F federally funded state benefit eligibility matching arrangements.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0032PROC_SSA_GRANT_APPLICATIONroutes_competitive_apps_throughR149_E0026Competitive grant reviewers conduct external expert peer reviews after verifying registration and application completeness.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0033PROC_SSA_GRANT_APPLICATIONrequiresR149_E0027Applicant must provide budget justification and a calculation-based detail worksheet.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0034PROC_SSA_GRANT_APPLICATIONcontinuation_review_requiresR149_E0028Continuation grants have prior-year program and SF-425 financial submission checks.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0035R149_E0028checks_reporting_documentFORM_SF425Grants officer checks prior-year SF-425 before applicable continuation award.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R149_R0036R149_E0027supportsSVC_GRANTS_GOVCompetitive grant submission uses Grants.gov; budget material belongs to application package, not claimed automatic cross-system transfer.2026-10-095Published policy describes relationship or control; avoid inference beyond source.R150_R0001SYS_NUMIDENTcorrection_triggers_employee_updateR150_E0001SSA directs an employee to update program records after a qualifying Numident sex-code correction; no automatic update claimed.2026-10-095R150_R0002R150_E0001requires_program_record_updateSYS_MBREmployee must apply consistent sex-code designation to relevant program record following a Numident correction.2026-10-095R150_R0003R150_E0001requires_program_record_updateSYS_SSREmployee must apply consistent sex-code designation to relevant program record following a Numident correction.2026-10-095R150_R0004R150_E0001requires_program_record_updateAPP_RPSEmployee must apply consistent sex-code designation to relevant program record following a Numident correction.2026-10-095R150_R0005SYS_NUMIDENTparent_name_correction_triggers_reviewR150_E0002A change to a child parent name in Numident prompts review of beneficiary/payee attributes if applicable.2026-10-095R150_R0006R150_E0002requires_conditional_review_not_auto_updateSYS_MBRReview potentially affected program record and initiate an update only if factually and procedurally necessary.2026-10-095R150_R0007R150_E0002requires_conditional_review_not_auto_updateSYS_SSRReview potentially affected program record and initiate an update only if factually and procedurally necessary.2026-10-095R150_R0008R150_E0002requires_conditional_review_not_auto_updateAPP_RPSReview potentially affected program record and initiate an update only if factually and procedurally necessary.2026-10-095R150_R0009APP_SSNAPrecords_numident_change_evidenceR150_E0003SSNAP remarks include details of supporting identity/evidence documents not otherwise captured.2026-10-095R150_R0010APP_MAPSreceives_tax_interest_not_account_balanceR150_E0004IRS 1099-INT/1099-DIV transfer is an income observation, not a direct bank-balance verification.2026-10-095R150_R0011R150_E0004inputs_balance_estimationR150_E0005SSA computes an approximate account balance from matched account interest amounts.2026-10-095R150_R0012R150_E0005comparison_inputR150_E0006Derived agency estimated resources compared with applicant resource allegations for verification routing.2026-10-095R150_R0013R150_E0007comparison_inputR150_E0006Applicant-reported resource values form the separate application side of tolerance comparison.2026-10-095R150_R0014R150_E0006conditionally_triggersR150_E0008MAPS sends cases for verification when applicant and agency resource figures meet discrepancy criteria.2026-10-095R150_R0015R150_E0008uses_source_disambiguationR150_E0009Technician retrieves underlying source through Medicare query rather than relying on aggregate balance label.2026-10-095R150_R0016R150_E0008documents_verificationUI_MAPS_DWRCMAPS report of contact records outreach, resource evidence and decisions.2026-10-095R150_R0017R150_E0008completesR150_E0010Unresolved discrepancies follow documented action rather than automatic IRS-source bank-balance acceptance.2026-10-095R150_R0018R150_E0010implemented_inAPP_MAPSDocumented MAPS selection and submit-to-subsidy workflow.2026-10-095R150_R0019EX_CMA1305_IRS_PARTDsupplies_irs_income_comparison_observationR150_E0004IRS information is used by Medicare Extra Help verification, subject to matching agreements and rules.2026-10-094R150_R0020PROC_CPASrequires_submitter_capabilityR150_E0011Commercial signatures require submitter-capable audit evidence separate from signing page submitted with application.2026-10-095R150_R0021R150_E0011subject_to_submitter_retentionR150_E0012Retention clock begins at SSA submission date; no assertion SSA retains the submitter archive.2026-10-095R150_R0022PROC_CPASrequires_per_form_submitted_certificate_when_neededR150_E0013Each applicable form in a bundle needs its own appended certification page.2026-10-095R150_R0023PROC_CPASrequires_original_trail_before_fraud_referralR150_E0014Original digital certificate requested from submitter prior to suspected-issue referral.2026-10-095R150_R0024APP_RASRhas_creation_only_cpas_codingR150_E0015RASR only displays CPAS coding checkbox for initial appointment entry.2026-10-095R150_R0025R150_E0015manual_remark_fallbackAPP_MCSMCS development worksheet DW01 can record CPAS when RASR coding cannot be amended.2026-10-095R150_R0026APP_DCPSautomatically_sets_status_in_ddeR150_E0016On DHU transfer DCPS designates applied medical assessments Advisory on Disability Determination Explanation.2026-10-095R150_R0027R150_E0016reflected_inSTRUCT_DDEDDE reflects downstream consultative assessment advisory rather than final favorable determination.2026-10-095R150_R0028REPO_CEFrequires_unmodifiable_evidence_exceptionR150_E0017Previously imaged assessment PDF remains unchanged; annotation must be on eView Notes.2026-10-095R150_R0029R150_E0017documented_inAPP_EVIEWeView Details/Notes annotate Advisory on immutable document.2026-10-095R150_R0030R150_E0019routes_nonfavorable_cessation_toAPP_DCPSDDS case in DCPS designated for DHU review; update case control destination.2026-10-094R150_R0031R150_E0019producesR150_E0018SSA-887 evidence summary accompanies pre-hearing cessation for hearing review.2026-10-095R150_R0032R150_E0019routes_paper_folder_withFORM_SSA408Physical folder transmission uses SSA-408 route slip and applicable destination code.2026-10-095R150_R0033APP_EDCScauses_cross_case_cal_messageR150_E0020EDCS transfer of subsequent CAL new claim causes AC message in eView when earlier AC proceeding exists.2026-10-095R150_R0034R150_E0020delivered_throughAPP_EVIEWeView message names related same-SSN case, qualifying condition or CAL removal event.2026-10-095R150_R0035APP_CAL_SELECTIONestablishes_appeals_priorityR150_E0021CAL designation preserves priority at any subsequent appeal after claim denial.2026-10-095R150_R0036R150_E0021visible_inAPP_EVIEWCAL:Y flag on eView electronic-folder header identifies case.2026-10-095R150_R0037APP_EDCStriggers_initial_claim_ticklerR150_E0022Action item after transfer prompts employee to log CAL issue and monitor 20-day tickle.2026-10-095R150_R0038R150_E0022recorded_inAPP_MCSMCS DW01 issue control tracks CAL development, not a person master attribute.2026-10-095R150_R0039R150_E0022recorded_inAPP_CCECCE development worksheet also supports CAL issue control.2026-10-095R150_R0040R150_E0023evidence_held_inREPO_CEFElectronic claims retain copies of WC/PDB proof in EF to support future benefit-offset reviews.2026-10-095R150_R0041R150_E0023dual_copies_required_when_pc_actionR150_E0024WC/PDB proof may require two routed copies, one EF and one PC Paperless.2026-10-095R150_R0042R150_E0024copy_destinationAPP_PAPERLESS_PSCProcessing center Paperless copy supplied for PC benefit-offset action.2026-10-095R150_R0043R150_E0024copy_destinationREPO_CEFElectronic disability case receives independent WC/PDB proof copy.2026-10-095R150_R0044APP_PAPERLESS_PSCfo_read_access_not_availableR150_E0025POMS explicitly limits FO access to PC Paperless; cannot assume shared enterprise search.2026-10-095R150_R0045APP_EDCSsupports_ac_evidence_follow_upR150_E0026Appeals Council evidence update- after-transfer process includes explicit staff follow-up and escalation.2026-10-095R150_R0046R118_E013governed_by_followupR150_E0026AC UAT alert requires timeliness control once sent.2026-10-095R150_R0047R150_E0027governs_evidence_intake_forAPP_EVIEWUse case-stage and protective filing rule before placing later evidence in electronic appeals evidence context.2026-10-094R150_R0048SVC_E1696excludes_supporting_attachmentsR150_E0028e1696 online appointment path does not receive other attachments through the same submission portal.2026-10-095R150_R0049APP_RASRseparates_appointment_from_fee_assignmentR150_E0029Appointment recognition and fee-assignment authorization require separate decision processing.2026-10-095R150_R0050REPO_SSA_VENDORapplies_temporary_statement_retentionR150_E0030OAG vendor capability files are time-limited market-research records, not indefinitely maintained contract history.2026-10-095R150_R0051PROC_VENDOR_REPO_SUBMISSIONsubject_to_repository_retentionR150_E0030Vendor may refile after approximate one-year deletion interval.2026-10-095R150_R0052R150_E0031conditional_electronic_archiveREPO_CEFRepresentatives copies accompanying certified electronic record follow electronic copy/retrieval procedure.2026-10-094R150_R0053R150_E0031conditional_remote_folder_copyAPP_EPWhen another component holds paper folder, Evidence Portal may support communication copy transmission.2026-10-094R151_R001R151_E001updates_conditionallySYS_NUMIDENT2024 policy permits correction to deceased person Numident when identity/relationship proof and source evidence support the claim.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R002R151_E001requires_verification_ofR151_E002Field office obtains the requestor identification and relationship to the deceased numberholder.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R003R151_E001performed_throughUI_SSNAP_ADDITIONAL_INFOSSNAP Additional Info is used to suppress card issuance for deceased correction.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R004R151_E003applies_toR151_E001Deceased correction application requires affirmative suppress-card indication.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R005R151_E004usesAPP_DIPSDIPS receives death input when death is missing on Numident.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R006R151_E004updatesSYS_NUMIDENTPOMS says add death through DIPS if Numident lacks death information; death certificate is required.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R007R151_E001may_requireR151_E004When death information absent on Numident, death certificate and DIPS entry follow corrections.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R008R151_E005provides_corrected_information_viaR151_E006WA L&I sends amended SSA-1709 after a WC award is re-opened or corrected.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R009R151_E006supports_verification_forR151_E008SSA-1709 serves as a source of WC payments used by employees to determine offset; attorney fees require separate verification.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R010R151_E008involves_external_agencyR151_E005WA L&I applies reverse offset based on SSA benefit notification, after its own notice to recipient.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R011R151_E008records_data_onR151_E009WA reverse-jurisdiction claims use MCS WPCL start-date and indication fields.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R012R151_E009is_screen_inAPP_MCSMCS WPCL screen requires initial reverse-offset start input and later correction.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R013R151_E008initiatesR151_E010FO diaries age-62 offset reimposition four months in advance.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R014R151_E010controlled_inUI_MCS_DECI042 diary is entered in MCS DECI and associated DIAR screen.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R015R151_E008excludes_auto_initiation_viaR151_E011Do not use Non-Medical Completion/SPORT or Auto-Initiate in these MCS cases.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R016R151_E011constrainsAPP_MCSSpecific WA WC reverse-offset cases require conditional manual handling rather than auto-initiation.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R017R151_E008may_use_fallbackR151_E012Where MCS has processing limitation, employees use ICF WC/PDB WCCD screen.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R018R151_E012usesAPP_ICF_T2ICF Title II WCCD route supports manual WA reverse-jurisdiction WC/PDB offset entry.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R019R151_E008produces_noticeR151_E007SSA sends WA WC data sheet to state or self-insurer after adjudication and during age-62 offset resumption.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R020R151_E007delivered_toR151_E005SSA faxes/mails relevant benefit data sheet to WA L&I; state uses it to determine offset.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R021R151_E007may_be_retained_inREPO_EFSSA retains copy in electronic folder, NDRed, or Paperless, depending on record type.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R022R151_E013uses_amendedR151_E006A revised WA WC Form SSA-1709 can trigger recalculation of previous offset; do not treat previous amount as final.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R023R151_E013changes_adjudication_inR151_E008Employee reworks WA WC offset with amended state payment information.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R024R151_E005supplies_information_toR151_E013State amended SSA-1709 supports SSA correction; transport may be fax/mail; no automated state application integration established.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R025R151_E014retrieves_taxpayer_mailing_address_fromDB_IRS_IMFAs of 2015, PEBES sends weekly unmatched names/SSNs to IRS IMF for statement-only mailing addresses.2026-10-094Historical process; IRS address data use under 26 USC 6103(m)(7); never treat as proof of MBR/SSR/Numident update.R151_R026R151_E014supplies_statement_mailing_address_toAPP_PEBES2015 policy describes batch IRS addresses returned to PEBES automatic Statement production.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R027R151_E014may_returnR151_E015In 2015-revised POMS approximately 15 percent of IRS address requests returned no-match.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R028R151_E014subject_to_address_quality_caveatR151_E0162015 POMS warns batch IRS IMF address and IRS customer-service query address can differ.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R029R151_E014used_after_territorial_matchingDB_SIPEBES_TERRITORY_ADDRESSSSA described territory-taxpayer matching as preceding weekly IRS IMF matching for unmatched SSN/name sets.2026-10-094Historical sequencing; does not establish current 2026 cadence or present physical staging.R151_R030R151_E016concernsDB_IRS_IMFIRS online agent-view data may differ from SSA batch IMF address data in the 2015-revised description.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R031SYS_SSRsource_forR151_E017SSA 2026 Supplement Table 7.D1 identifies SSR 100% data for December 2025 SSI income.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R032SYS_SSRsource_forR151_E018SSA 2026 Supplement Table 7.D2 uses SSR administrative data on SSI beneficiaries with Social Security income by state/age.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R033R151_E017part_ofREPORT_STAT_SUPP_2026Published within 2026 Annual Statistical Supplement, sectional release subject to revision.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R034R151_E018part_ofREPORT_STAT_SUPP_2026Published within 2026 Annual Statistical Supplement, sectional release subject to revision.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R035R151_E017uses_denominator_ruleR151_E019December 2025 full SSR population, not a sample; age/eligibility categories provided.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R036R151_E018uses_denominator_ruleR151_E019State/age percentages compare SSI recipients with Social Security income within published category.2026-10-095Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R037R151_E020describes_submission_processR151_E021WAV001 communicates waiver routes and conditions to beneficiary.2026-10-094Observed 2026-10-09; only documented business process, not inferred programmatic API, physical DB or automatic write.R151_R038R151_E021uses_evidence_formAPP_UPLOAD_DOCUMENTSThe notice directs certain claimants to my Social Security Upload Documents for electronic SSA-632 submission.2026-10-094Customer-facing instructions do not establish adjudication automation or waiver backend entry.R152_R001R152_E001stored_inSYS_NUMIDENTThe DOB field is part of Numident and changes on proper evidence.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R002R152_E002recorded_onSYS_MBRMBR DOB proof code can be used under specific policy conditions for a Numident correction.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R003R152_E003recorded_onSYS_SSRSSR age proof codes are subject to separate SSI participation and category rules.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R004R152_E004evaluatesR152_E002MBR proof values A,B,C,F,P,Q and absent values have conditional acceptance rules.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R005R152_E004evaluatesR152_E003SSR proof values B,C,E,F,Q and missing values have conditional acceptance rules.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R006R152_E004may_correctR152_E001Supported benefit-record DOB can update Numident via applicable SSNAP special field-office processing.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R007R152_E005limits_correction_ofSYS_MBRAdministrative finality can prevent revision of MBR established DOB even when Numident identity DOB changes.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R008R152_E005limits_correction_ofSYS_SSRAdministrative finality can protect benefit determination on SSR separately from identity correction.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R009R152_E007compares_toR152_E008Paper SS-5 or microprint is checked against Numident to establish actual keying errors.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R010R152_E007usesPROC_NCPDocumented keying error handled with NCP; ordinary updated fact may require new iteration instead.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R011R152_E006verifies_withORG_STATE_BVSState birth-record evidence can be verified before Numident DOB correction.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R012R152_E006records_proof_onR152_E009After confirmation that no birth certificate exists, document proof-of-age screen for alternative evidence.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R013R152_E007supports_correction_ofR152_E001Correcting Numident DOB requires identity and age evidence unless verified keying error.2026-10-095Evidence R152_S001. No unspecified automatic updates or physical persistence inferred.R152_R014R152_E011revisesFORM_SSA821BKForm SSA-821-BK redesigned September 2025 for employee work activity documentation.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R015R152_E011made_available_viaR152_E010SSA identifies inForms as route to revised SSA-821-BK as of September 2025.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R016R152_E011planned_availability_viaAPP_UNIFORMS2025 EM said the form would be available in UniForms December 2025; actual release not independently verified.2026-10-094Evidence R152_S002. Prospective date reported in September 2025, not validated independent 2026 deployment.R152_R017R152_E011supportsAPP_UPLOAD_DOCUMENTSRedesigned form aligns with Upload Documents lack of prefilled fields; does not imply automatic adjudication.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R018R152_E012modifiesFORM_SSA821BKRemoves historical prefilled IRS earnings table in favor of current earnings development.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R019R152_E013part_ofFORM_SSA821BKForm records receipt of pay stubs without retaining previous embedded pay-stub table.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R020R152_E014part_ofFORM_SSA821BKReason work ended supports possible unsuccessful-work-attempt investigation.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R021R152_E015part_ofFORM_SSA821BKForm asks about accommodation providers other than employer and disability-related work incentives.2026-10-095Evidence R152_S002. No unspecified automatic updates or physical persistence inferred.R152_R022R152_E016revisesFORM_SSA820BKFebruary 2026 instruction issued redesigned self-employment work report.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R023R152_E016made_available_viaR152_E010New SSA-820-BK available via inForms in February 2026.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R024R152_E016linked_fromAPP_EWORKFebruary 2026 EM states the revised form is linked from eWork home page message board.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R025R152_E016planned_availability_viaAPP_UNIFORMSFebruary 2026 EM said UniForms availability would begin in July; independent release status not established.2026-10-094Evidence R152_S003. Prospective form channel, not verified implementation event.R152_R026R152_E016supportsAPP_UPLOAD_DOCUMENTSRedesigned self-employment form supports Upload Documents workflow without prefilled electronic inputs.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R027R152_E017part_ofFORM_SSA820BKSelf-employment form asks about new gig-work categories.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R028R152_E018part_ofFORM_SSA820BKForm collects forward-looking earnings estimates in lieu of an embedded historical monthly table.2026-10-095Evidence R152_S003. No unspecified automatic updates or physical persistence inferred.R152_R029R152_E019part_ofAPP_EWORKWork Review Summary is an eWork display for review of employment records.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R030R152_E020part_ofAPP_EWORKPOMS explicitly identifies eWork pay-stub table.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R031R152_E021part_ofAPP_EWORKeWork Earnings Details page displays monthly earnings by source.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R032R152_E022writes_employer_entry_toR152_E019New PDP-sourced EIN absent from eWork employer list is added to Work Review Summary.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R033EX_PIEsupplies_payroll_data_toR152_E020PIE/PDP earnings propagate to eWork pay-stub table with PDP source code.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R034R152_E023governsR152_E020eWork source precedence for overlapping pay stubs: PDP then employee-posted then myWR then ENI.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R035R152_E021records_monthly_earnings_fromR152_E020eWork converts pay periods into monthly earnings totals and assigns verified-by source codes.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R036R152_E024governsR152_E025Post-entitlement policy attempts to determine when money was earned; paid-month fallback subject to due process.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R037R152_E026uses_as_evidenceDB_WEI_REPOInitial claims may use readily available PDP or payroll data from WEI with approval/authorization.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R038R152_E025uses_as_evidenceDB_WEI_REPOPost-entitlement review prioritizes POMS-identified payroll provider wage data before other sources.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R039R152_E027accessed_usingUI_CWPTicket-to-Work wage stubs from iTOPSS visible through EDCS Consolidated Wage Page.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R040R152_E027supplies_wage_evidence_toR152_E025iTOPSS wages may supplement eWork work CDR monthly wages where pay dates available.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R041R152_E028used_byR152_E025Employer SSA-L725 inquiry last resort when other post-entitlement source options exhausted.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R042R152_E029controls_followup_forR152_E028Field office 15-day and processing-center 35-day follow-up periods apply to employer request.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R043R152_E023prioritizesEX_PIEPayroll data providers take first priority over manual/social/user work reports for overlapping same-employer wage observations.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R044R152_E026receives_claimant_report_fromFORM_SSA821BKSSA-821-BK work allegation assists income timing and significant disability onset discrepancies.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R045R152_E025receives_claimant_report_fromFORM_SSA821BKSSA-821-BK supports work CDR investigation when needed; not required for clearly non-SGA work.2026-10-095Evidence SRC160. No unspecified automatic updates or physical persistence inferred.R152_R046R152_E032prioritizesR152_E030CWHS county residence attribution first uses self-employment associated address for workers with Schedule SE.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R047R152_E032falls_back_toR152_E031Without Schedule SE, use W-2 residence for highest Medicare-taxable-wage report.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R048R152_E032used_inREPORT_EARN_EMP_20232023 state/county earnings report assigns multi-area worker to one geographic residence.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R049R152_E033classification_inREPORT_EARN_EMP_2023Report uses Unknown county when residence has no county code.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R050R152_E034applies_toREPORT_EARN_EMP_2023Suppressed county cells still contribute to state totals.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R051R152_E035qualifiesREPORT_EARN_EMP_2023One-percent sample inflated to population estimates, subject to sampling variability.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R052DATA_CWHSsample_source_forR152_E035CWHS 1% sample is underlying statistical sample rather than a person-level census.2026-10-095Evidence SRC_R66_005. No unspecified automatic updates or physical persistence inferred.R152_R053R152_E036qualifiesR123_E010Annual SSI V.F1 table cannot be interpreted as a complete census of participation in all public programs.2026-10-095Evidence SRC_R123_001. No unspecified automatic updates or physical persistence inferred.R152_R054SYS_SSRprovides_complete_current_participation_extract_forR123_E0102026 SSI Report draws current program participation from 100% SSR extract for December 2025.2026-10-095Evidence SRC_R123_001. No unspecified automatic updates or physical persistence inferred.R152_R055SYS_SSRprovides_sampled_prior_participation_extract_forR123_E010Prior TANF/AFDC and Interim Assistance participation is summarized from 10% SSR extract.2026-10-095Evidence SRC_R123_001. No unspecified automatic updates or physical persistence inferred.R152_R056R152_E037triggered_byDATA_EVVE_DEATH_INDICATIONPossible death discrepancy relative to Numident/MBR/SSR requires manual identity-data verification.2026-10-095Evidence SRC401. No unspecified automatic updates or physical persistence inferred.R152_R057R152_E037checksSYS_NUMIDENTVital record and Numident death-status disagreement must be resolved before assuming death or fraud.2026-10-095Evidence SRC401. No unspecified automatic updates or physical persistence inferred.R152_R058R152_E038returned_bySVC_EVVEEVVE reports source record modification but does not disclose modified attributes in the alert.2026-10-095Evidence SRC401. No unspecified automatic updates or physical persistence inferred.R152_R059R152_E037may_require_further_development_throughAPP_SSNAPEnumeration identity evidence requires fraud/no-match follow-up where source record disagrees.2026-10-094Evidence SRC401. No unspecified automatic updates or physical persistence inferred.R152_R060R152_E039controlsPROC_IRS_3857_RESOLUTIONInitial correspondence to taxpayers, employers and post office followed by 30 working-day diary.2026-10-095Evidence SRC137. No unspecified automatic updates or physical persistence inferred.R152_R061R152_E040followsR152_E039Additional 15-workday diary after unsuccessful 30-day response, with renewed employer/USPS follow-up.2026-10-095Evidence SRC137. No unspecified automatic updates or physical persistence inferred.R152_R062R152_E041component_ofAPP_ICORSSA POMS requires recording date/actions/staff identifier in ICOR ERMK remark.2026-10-095Evidence SRC137. No unspecified automatic updates or physical persistence inferred.R152_R063PROC_IRS_3857_RESOLUTIONdocuments_external_contact_inR152_E041Case contact history with taxpayers, employers, USPS documented in ICOR ERMK.2026-10-095Evidence SRC137. No unspecified automatic updates or physical persistence inferred.R153_R001R153_E003supports_collection_atR153_E001CMS-500 coupon accompanies regular Medicare premium payment to CMS MPCC.2026-10-095Source R153_S001.R153_R002R153_E004spanish_language_version_ofR153_E003POMS explicitly identifies CMS-500A as Spanish version of CMS-500.2026-10-095Source R153_S001.R153_R003R153_E002generates_billing_information_forR153_E003Electronic billing normally supplies CMS-500, with manual PSC preparation if DBS cannot produce bill.2026-10-095Source R153_S001.R153_R004R153_E006uses_billing_couponR153_E003Regular monthly/quarterly Medicare premium routed with preprinted or manually prepared CMS-500.2026-10-095Source R153_S001.R153_R005R153_E006routed_toR153_E001Regular CMS-managed premium payments received at field office go to MPCC, not MATPSC.2026-10-095Source R153_S001.R153_R006R153_E006reported_onREPORT_DMS_FODRLDMS records regular CMS lockbox premium receipts on FO Daily Receipt Listing (FODRL).2026-10-095Source R153_S001.R153_R007R153_E006is_excluded_fromAPP_SERSRegular Medicare premium remittances excluded from SERS processing.2026-10-095Source R153_S001.R153_R008R153_E008used_byR153_E006Use DMS/eFOR trust-fund N and reason H for CMS lockbox regular premium remittances.2026-10-095Source R153_S001.R153_R009R153_E008entered_throughR153_E005POMS names eFOR system as a remittance entry pathway for Medicare code N/H.2026-10-095Source R153_S001.R153_R010R153_E008entered_throughAPP_DMSPOMS names DMS as a remittance entry pathway for Medicare code N/H.2026-10-095Source R153_S001.R153_R011R153_E007recorded_withR153_E009Retroactive Medicare installment remittances use trust-fund O and reason P in DMS or eFOR.2026-10-095Source R153_S001.R153_R012R153_E009entered_throughR153_E005POMS names eFOR for premium installment remittance code O/P.2026-10-095Source R153_S001.R153_R013R153_E009entered_throughAPP_DMSPOMS names DMS for premium installment remittance code O/P.2026-10-095Source R153_S001.R153_R014R153_E007is_excluded_fromAPP_SERSRetroactive Medicare premium remittances use DMS/eFOR and manual forwarding, not SERS.2026-10-095Source R153_S001.R153_R015R153_E007generally_handled_byFAC_MATPSC2026 POMS says retroactive installment and lump-sum premium cases handled by MATPSC; identify conflict with older GN 02403.020 FORT report instructions.2026-10-095Source R153_S001. 2026 treatment only; old 2007 source differs on using FORT for installments.R153_R016R153_E010sends_entire_payment_toR153_E001When one payment covers monthly and lump-sum retroactive premium, full payment goes to MPCC and PSC is told.2026-10-095Source R153_S001.R153_R017R153_E011limits_receipt_intoR153_E006Do not accept Medicare premiums before HI/SMI award prepared because MPCC lacks corresponding beneficiary record.2026-10-095Source R153_S001.R153_R018R153_E012applies_toR153_E006Do not deposit CMS premium into Social Security trust funds; erroneous posting may initiate IPAC and delay payment.2026-10-095Source R153_S001.R153_R019R153_E013produced_byAPP_DMSDMS produces forwarding instruction sheet indicating destination for remittances.2026-10-095Source R153_S001.R153_R020R153_E014constrainsR153_E006SSA FO and telephone cannot receive Medicare premium credit-card payments under this policy.2026-10-095Source R153_S001.R153_R021R153_E005supportsR153_E0062026 SSA POMS directs Medicare premium entry via eFOR and issuance of automated receipt.2026-10-095Source R153_S001.R153_R022R153_E005supportsR153_E0072026 SSA POMS names eFOR as one system used for coding premium installment remittances.2026-10-095Source R153_S001.R153_R023R153_E006is_distinct_fromR153_E007Current Medicare premiums route to CMS lockbox; retroactive premiums use PSC handling except documented mixed exception.2026-10-095Source R153_S001.R153_R024ORG_STATE_BVSsubmits_number_forR153_E015Participating state BVS submits an SSN to SSA electronically under agreement for verification before EDR.2026-10-095Source R153_S003.R153_R025R153_E015relies_onSYS_NUMIDENTSource describes SSA SSN verification for state BVS. Numident is authoritative SSN record, but exact verification application and lookup implementation not stated.2026-10-094Source R153_S003. Logical identity role only; no direct technical data flow into Numident asserted.R153_R026R153_E015precedesR153_E016State obtains SSN verification first, then submits death report tied to verified SSN.2026-10-095Source R153_S003.R153_R027R153_E016returns_death_report_fromORG_STATE_BVSState BVS returns EDR death record with verified SSN to SSA.2026-10-095Source R153_S003.R153_R028R153_E016related_toEX_IEDRExisting internet EDR exchange represents state death reporting; source documents front-end verification stage, not transport.2026-10-094Source R153_S003.R153_R029R153_E017authorized_forORG_STATE_BVSSSA may disclose to State BVS under applicable SORN routine uses to acquire age/marriage evidence.2026-10-095Source R153_S003.R153_R030R153_E017can_use_authorized_records_fromSYS_NUMIDENTSSA POMS identifies SORN 60-0058 as one possible record source for state vital records disclosures.2026-10-095Source R153_S003.R153_R031R153_E017can_use_authorized_records_fromSYS_MBRSSA POMS identifies SORN 60-0090 as one possible record source for state vital records disclosures.2026-10-095Source R153_S003.R153_R032R153_E017can_use_authorized_records_fromSYS_SSRSSA POMS identifies SORN 60-0103 as one possible record source for state vital records disclosures.2026-10-095Source R153_S003.R153_R033R153_E018documents_procurement_ofORG_SSA_OAGGAO aggregated annual SSA IT contract obligations while evaluating OAG contracting workforce; numbers do not establish a named technology deployment.2026-10-095Source R153_S002.R153_R034R153_E019implemented_byORG_SSA_OAGGAO reports senior procurement executive addressed IT contracting officer workload assessment using contract complexity and quantity by April 2026.2026-10-095Source R153_S002.R153_R035R153_E020implemented_byORG_SSA_OAGGAO recommendation 2 closed after FY2026 training plan and mandatory IT acquisition training.2026-10-095Source R153_S002.R153_R036R153_E022addressed_byR153_E0202025 GAO finding of 2019 training-plan staleness is mitigated by FY2026 mandatory training plan according to later recommendation status.2026-10-095Source R153_S002.R153_R037R153_E019is_contrasted_withR153_E021GAO acquisition officer workload recommendation closed in April 2026; contracting officer representative workload recommendation remains open.2026-10-095Source R153_S002.R153_R038DATA_USPS_NATIONAL_ZIP4contributes_county_reference_toDATA_OASDI_STATE_COUNTY_20252025 OASDI county statistical geography assigns county using USPS national 9-digit ZIP+4; postal delivery geography is not necessarily beneficiary residence.2026-10-095Source SRC_R61_005.R153_R039R138_E0013limits_inference_fromDATA_OASDI_STATE_COUNTY_2025For cases with representative payees, published beneficiary state/county is payee geography; cannot infer individual claimant congressional district.2026-10-095Source SRC_R61_005.R153_R040R138_E0025limits_inference_fromDATA_SSI_STATE_COUNTY_2025SSI reported county values may be suppressed and reported rounded county dollars may not add to independent state dollar totals.2026-10-095Source SRC_R61_006.R154_R0001APP_SERSprovides_screenR154_E001Order Tracker is within SERS Orders tab and exposes electronic remittance list and scanned item images.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0002R154_E001supports_supervisor_controlR154_E002Daily Order Tracker listing reconciled by supervisor to FO remittance check log.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0003R154_E002separately_reconcilesREPORT_DMS_FODRLFODRL applies to non-SERS DMS entries, not SERS; supervisors reconcile each route separately.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0004R154_E002reconciles_separate_routeAPP_DMSNon-SERS receipts use DMS FORT, CCFORT and FODRL reconciliation.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0005APP_SERSgoverns_physical_originals_underR154_E003SERS paper items secured for five days after scan and non-negotiable marking, then shredded.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0006R154_E003enforces_nonduplicative_routingR154_E006SERS checks do not go to MATPSC for redundant physical processing.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0007APP_SERSapplies_double_mail_preventionR154_E006DMS versus SERS boundaries determine physical mailing to MATPSC.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0008R154_E001supports_incorrect_order_flagR154_E004Submit/Update Incorrect Order entry precedes documented MDW corrections.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0009R154_E005requires_manual_flag_and_correctionR154_E004Wrong scanned instrument can result in duplicate apparent credit pending manual correction.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0010R154_E005is_handled_usingR154_E001SERS Order Tracker records flagged incorrect scan and later corrective action.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0011STORE_SERS_PROGRAMMATICsubject_to_no_duplicate_mail_ruleR154_E006Programmatic scanned remittances are not physically forwarded to MATPSC.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0012STORE_SERS_CONSERVEDsubject_to_no_duplicate_mail_ruleR154_E006Conserved funds SERS scanned remittances follow same no-duplicate-forwarding protection.2026-10-095Validated by SRC223; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0013SVC_TOPmatches_debtors_usingR154_E007Treasury certified disbursement matching uses TIN/BOAN plus name control, not matching by postal address.2026-10-095Validated by SRC219; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0014APP_ECOpre_offset_notifies_throughR154_E009ECO emits advance 60-day notices before qualifying external referral.2026-10-095Validated by SRC219; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0015SVC_TOPseparates_legal_participation_rolesR154_E008SSA acts in Treasury TOP as payment and creditor agency, but inter-SSA cross-program recovery is internally administered.2026-10-095Validated by SRC219; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0016R154_E008uses_internal_debt_managementAPP_ECOECO identifies outside debts for Treasury; internal benefit-to-benefit recovery follows separate SSA process.2026-10-094Validated by SRC219; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0017SVC_E1696uses_two_party_signature_routingR154_E010Representative signs first and claimant signs second; no partial submission to SSA.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0018R154_E010usesTECH_ADOBE_SIGNPublic web portal explicitly states Adobe Sign intermediary and confirmation emails.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0019SVC_E1696enforces_time_to_completionR154_E011Fifteen-calendar-day expiry for pending two-signer form.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0020SVC_E1696deletes_unsubmitted_session_data_underR154_E012After 60 minutes without activity web session expires and entered data are deleted; complete archived forms not covered.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0021R154_E010routes_using_transaction_specific_contactsR154_E013Separate claimant and representative email fields control signing invitation delivery; no MBR/SSR mailing update inferred.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0022R154_E010authenticates_usingR154_E014Representative creates shared access password that cannot be reset and should be transmitted via different channel.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0023R154_E011terminates_pending_reminders_forR154_E015Daily e-signature reminders continue until completion or expiry.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0024SVC_E1696provides_submission_and_processing_noticesR154_E015Signed electronic form delivery is followed by postal processing notification.2026-10-095Validated by R154_SRC001; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0025APP_RASRreceives_only_completed_e1696_appointment_processR154_E010The RASR appointment relationship depends on completed claimant and representative signing; SSA processing follows submission.2026-10-094Validated by SRC409; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0026R109_E024delegates_redemption_without_ownership_throughR154_E016TreasuryDirect With signer may have operational redemption authority without legal ownership until owner death.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0027R109_E024uses_inaccessible_electronic_gift_ruleR154_E017Electronic gift held by purchaser may not be accessible to registered recipient for SSI.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0028R109_E024assigns_electronic_bond_issue_identifiersR154_E018Book-entry bonds use issue-confirmation IDs rather than paper bond serials.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0029R109_E025supplies_owner_produced_evidence_forR154_E019TreasuryDirect Current Holdings statement is claimant-supplied evidence used to document value on SSA EVID.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0030R154_E019is_entered_intoAPP_EVIDTechnician records confirmation number and current bond value in SSA evidence system.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0031R154_E019may_useR154_E018EVID records issue confirmation number for electronic bond, serial number for paper bond.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0032SYS_SSRmaintains_non_mssics_bond_resource_attributesR154_E020SSR remarks include bond series, value, date and RE21 in non-MSSICS cases.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0033R154_E020involves_resource_owner_identification_ruleR154_E021Paper bond displayed SSN does not itself establish legal ownership.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0034ALERT_SSI_SAVINGS_SECURITYrequires_owner_verification_based_onR154_E021Matched SSN in Treasury alert is an investigative lead; check registered name before accepting ownership.2026-10-095Validated by SRC_R62_015; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0035UI_MSSICS_DSABdistinguishes_owner_access_from_allegationR154_E017For inaccessible electronic gift bond, determine access and document ownership/access status.2026-10-095Validated by SRC_R107_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0036APP_IRMAAsupports_corrected_irs_data_processingR154_E022Revised IRS data enter IRMAA new initial determination only with prescribed proof.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0037R154_E022uses_tax_year_selectionUI_IRMAA_PYTYPYTY selects New Tax Data to use corrected tax-year evidence.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0038R154_E022records_income_tax_attributesUI_IRMAA_IRMAIRMA marks source as IRS Tax Correction Data and proof as proven or pending.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0039R154_E022records_correction_evidence_inAPP_EVIDIRS correction letter/transcript and return proof documented using EVID WAGES evidence category.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0040R154_E022requires_specific_identity_fraud_proof_when_applicableR154_E023Identity-theft claim needs IRS TRDBV transcript or qualifying TDS Letter 3538; no automatic identity master correction asserted.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0041R154_E022permits_specific_transcription_error_exceptionR154_E024Obvious TEI transcription error may use signed return only absent investigation or protest.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0042R154_E024used_inUI_IRMAA_IRMAIRMA screen marks corrected TEI as IRS Tax Correction Data with proof.2026-10-095Validated by R154_SRC003; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0043ORG_SSA_OAGenforces_contracting_authority_rulesR154_E025Only delegated contracting officer or authorized micro-purchaser can create binding instrument.2026-10-095Validated by R154_SRC002; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0044R154_E025may_be_cured_only_throughR154_E026Unauthorized commitment not binding absent discretionary compliant ratification.2026-10-095Validated by R154_SRC002; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0045R154_E025is_subject_to_delegated_spending_rulesR154_E027OAG public notice lists limits; source undated, current controlling limits should be validated.2026-10-095Validated by R154_SRC002; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R154_R0046PROC_T2_SSI_ADDR_RECENCYrequires_separate_program_update_inSYS_SSRTitle II address development can require independent field-office SSI Claims System action to correct SSR rather than an automatic MBR-to-SSR flow.2026-10-094Validated by SRC_R47_010; does not imply unstated database, transport, persistence, automated propagation or vendor deployment.R155_R0001APP_ERPSinitiates_title_ii_nightly_address_propagationR155_E0001Individual payee Title II address entry is transmitted to MBR the night following eRPS input.2026-10-105R155_R0002R155_E0001nightly_posts_toSYS_MBRIndividual payee change of address; next-night MBR update; no universal live synchronization claim.2026-10-105R155_R0003APP_ERPSrequires_separate_title_xvi_address_entryR155_E0002Individual payee Title XVI change requires additional MSSICS input.2026-10-105R155_R0004R155_E0002requires_operator_entry_inAPP_MSSICSeRPS does not send individual-payee COA to SSR.2026-10-105R155_R0005R155_E0002results_in_program_record_updateSYS_SSRAfter operator builds SSR from MSSICS, Title XVI record reflects COA.2026-10-105R155_R0006APP_ERPSsupports_institutional_payee_address_pathR155_E0003Institutional payees correctly registered in eRPS are an explicit exception.2026-10-105R155_R0007R155_E0003automatically_updates_title_iiSYS_MBRInstitution address input propagates across associated Title II cases.2026-10-105R155_R0008R155_E0003automatically_updates_title_xviSYS_SSRInstitution address input propagates across associated Title XVI cases; not individual payees.2026-10-105R155_R0009APP_ERPStriggers_custody_residence_reviewR155_E0004Collect actual residence of payee and beneficiaries and verify custody when mailing address changes.2026-10-105R155_R0010R155_E0005requires_parallel_record_action_inAPP_ERPSMACADE processing-center address input does not replace eRPS update.2026-10-105R155_R0011R155_E0004operationally_informsR155_E0002Payee mailing change and beneficiary residence/custody must be evaluated separately.2026-10-105R155_R0012APP_MAPShas_manual_correction_screenR155_E0006MCOR visible in the MAPS Development Worksheet.2026-10-105R155_R0013APP_MAPShas_report_date_editorR155_E0007DEDS supports manual-correction effective-date edits.2026-10-105R155_R0014UI_MAPS_DEV_WORKSHEETlaunchesR155_E0006After determination, technician chooses Manual Correction on DWMP.2026-10-105R155_R0015R155_E0006initiatesR155_E0008Creates new correction application following specified error conditions.2026-10-105R155_R0016R155_E0008triggers_identity_field_propagation_exceptionR155_E0009When corrected SSN, some prior application data do not propagate.2026-10-105R155_R0017R155_E0008initiates_new_external_tax_inquiryR155_E0010MAPS re-requests IRS data when correction treated as new application.2026-10-105R155_R0018R155_E0010requests_information_fromORG_IRSNo specific IRS file/transport or address-master update established by POMS.2026-10-105R155_R0019R155_E0008subject_to_one_action_dailyR155_E0011One manual correction per SSN per day.2026-10-105R155_R0020R155_E0008subject_to_technician_error_windowR155_E0012Initial determination or hearing decision error correction within 60 days.2026-10-105R155_R0021R155_E0008creates_pending_subsidy_redeterminationR155_E0013New pending application sent to subsidy determination, potentially new verification.2026-10-105R155_R0022R155_E0013uses_verification_procedurePROC_MAPS_VERIFICATIONReprocessing may create agency discrepancy verification issues.2026-10-105R155_R0023R155_E0006uses_report_date_screenR155_E0007Manual corrections can require Report Date adjustment to preserve entitlement effective date.2026-10-105R155_R0024IFACE_SSI_DIRECT_SSRoffers_disposition_screenR155_E0014UOPD selects SSI debt disposition; underlying SSR is record of decision.2026-10-105R155_R0025R155_E0014records_dispositions_onSYS_SSROverpayment final dispositions are documented on SSR for any amount.2026-10-105R155_R0026R155_E0014enforces_noncollection_review_above_2000R155_E0015Two PIN review for amounts >2000 and <5000; not a blanket rule for collect decisions.2026-10-105R155_R0027R155_E0014enforces_management_concurrence_at_5000R155_E0016Noncollect >=5000 requires FO management concurrence; fraud has additional conditions.2026-10-105R155_R0028R155_E0017uploads_toREPO_NDREDNon-MSSICS noncollection rationale from SSA-5002 via Evidence Portal.2026-10-105R155_R0029SYS_SSRauto_recalculates_jurisdiction_after_address_entryR155_E0018In Puerto Rico and USVI residence case, posting new address automatically posts DIS FO code on SSR.2026-10-105R155_R0030R155_E0018requires_case_transfer_inAPP_MSSICSTransfer to Downtown Manhattan FO 109; specific documented administrative routing, not generic postal logic.2026-10-105R155_R0031R155_E0019queriesSYS_MBRAfter correction of Ticket eligibility coding, query two workdays later.2026-10-105R155_R0032R155_E0019queriesSYS_SSRAfter correction of Ticket eligibility coding, query two workdays later.2026-10-105R155_R0033R155_E0019queriesDB_DCFAfter correction of Ticket eligibility coding, query two workdays later.2026-10-105R155_R0034R155_E0019presents_results_throughR155_E0020General Ticket Query displays whether selection date has appeared.2026-10-105R155_R0035APP_POScorrects_residence_geographic_code_forR155_E0021When payee mailing and beneficiary residence differ, fix state/county on beneficiary record.2026-10-105R155_R0036R155_E0021records_residence_code_onDATA_MBR_RESIDENCE_SCCTitle II actual residence SCC, independent of payee mailing location.2026-10-105R155_R0037R155_E0022reconciles_medical_determination_inDB_DCFPC can input DDSQ favorable CDR data when DCF stale; SSI may post via SSR.2026-10-105R155_R0038R155_E0022may_trigger_update_fromSYS_SSRTitle XVI DDSQ CDR information can be posted to SSR and then DCF updates automatically.2026-10-105R155_R0039DATA_OAG_HQ_AWARDSexposes_csv_downloadR155_E0023OAG 2023 posted award listing export; excludes award modifications and BPA call orders.2026-10-104Historical 2023 listing date, not 2026 award confirmation.R155_R0040DATA_OAG_HQ_AWARDSexposes_xml_downloadR155_E0024OAG 2023 posted award listing export; excludes award modifications and BPA call orders.2026-10-104Historical 2023 listing date, not 2026 award confirmation.R155_R0041DATA_OAG_HQ_AWARDSexposes_json_downloadR155_E0025OAG 2023 posted award listing export; excludes award modifications and BPA call orders.2026-10-104Historical 2023 listing date, not 2026 award confirmation.R155_R0042SYS_MBRsource_for_statistical_productR155_E0026100% MBR population, December 2025 withheld retired-worker awards.2026-10-105R155_R0043SYS_MBRsource_for_statistical_productR155_E0027100% MBR population, December 2025 all-beneficiary withheld reasons.2026-10-105R155_R0044R155_E0027reports_address_quality_categoryR155_E0028162,312 benefits withheld for address unknown (not 162,312 distinct persons).2026-10-105R155_R0045SVC_SAMsupplies_auto_vendor_financial_changeR155_E0029SSA vendor direct deposit page says SAM financial changes automatically update SSA database.2026-10-105R155_R0046R155_E0029targets_unnamed_administrative_vendor_databaseDB_VENDOR_PAYMENT_UNNAMEDExact physical database, transport, latency not specified.2026-10-104R155_R0047APP_EDCShas_excluded_case_visibility_boundaryR155_E0030An excluded appeal not in EDCS cannot be tracked there, may be visible only in MI Central.2026-10-105R155_R0048R155_E0030has_conditional_tracking_inR124_E004CDR reconsideration excluded from electronic EDCS processing, except specific Title II hearing-tickle cases.2026-10-104R156_R0001APP_PER_TDR_MODELSselectsR156_E0002Predictive model randomly selects high-error-risk favorable Title II and adult Title XVI determinations for statutory pre-effectuation review.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0002APP_PER_TDR_MODELSselectsR156_E0003Model selects discretionary targeted denied cases; corrections controlled but TDR finding not charged against QA performance accuracy.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0003PROC_DQR_QUALITY_REVIEWdraws_sample_fromR156_E0001DQR QA results feed state adjudicating-component performance accuracy.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0004PROC_PER_DISABILITY_REVIEWuses_sampleR156_E0002Pre-effectuation quality controls before favorable award is effected.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0005PROC_DQR_QUALITY_REVIEWuses_sampleR156_E0003Discretionary targeted-denial reviews identify deficiency-prone cases.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0006APP_QRCPSrecordsR156_E0004Excluded review cases coded in DQR case processing before routing to field office.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0007APP_QRCPSrecordsR156_E0005Reviewer classifies potentially determination-reversing deficiency.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0008APP_QRCPSrecordsR156_E0006Reviewer records deficiency affecting disability period.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0009APP_QRCPSrecordsR156_E0007Reviewer records procedural technical corrective actions.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0010APP_QRCPSgeneratesR156_E0008QRCPS creates Request for Case Action; reviewer adds rationale and action instructions.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0011APP_QRCPSpropagates_fields_intoR156_E0009Populates SSN, claimant name, claim type/level, adjudicating component.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0012R156_E0009included_inR156_E0008Customer identity and claim fields are embedded in transactional document, not consolidated identity repository.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0013R156_E0008accessible_viaAPP_EVIEWAll disability components may view uploaded request in certified electronic folder.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0014APP_QRCPSsupportsR156_E0010FO Assistance Request function enables work activity development.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0015APP_QRCPSpropagates_fields_intoR156_E0011SSA-1774-U5 request auto-populates header/sections from quality case data; onset narrative entered manually.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0016R156_E0011included_inFORM_SSA1774Auto-populated SSA-1774 header includes deficiency classification; human enters allegation/onset information.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0017R156_E0012usesFORM_SSA1774DQR group I and II review deficiency returns via corrective-action request.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0018APP_QRCPScontrolsR156_E0012Quality review controlled returns and re-reviews corrected case record.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0019APP_QRCPSrecordsR156_E0013Final probability-of-reversal disposition belongs to reviewer, not medical contractor.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0020APP_QRCPSstoresR156_E0014Substitution-of-judgment rationale recorded as quality case note.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0021APP_QRCPSsupportsR156_E0015Reviewer may assume adjudicative jurisdiction and amend determination.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0022R156_E0015producesR156_E0016Original determination retained in eFolder and annotated Do Not Process.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0023R156_E0015producesR156_E0017Superseded notice annotated Do Not Release.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0024R156_E0016accessible_viaAPP_EVIEWCertified electronic folder retains original determination for audit trail.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0025R156_E0017accessible_viaAPP_EVIEWCertified folder retains original unapproved notice with release restriction.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0026APP_EVIEWdisplaysR156_E0018eView Alerts and Messages shows Update After Transfer; Case Data shows ROC.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0027PROC_DQR_QUALITY_REVIEWevaluatesR156_E0019Post-clearance material may change corrective action without revising adjudicating-component attribution at earlier clearance.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0028PROC_DQR_QUALITY_REVIEWenforcesR156_E0020Query-use restrictions govern work-history evidence, preventing independent query acquisition absent qualifying conditions.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0029R156_E0020applies_toQRY_SEQYDQR may rely on SEQY only within reference/presence conditions and exceptions.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0030R156_E0020applies_toQRY_DEQYDQR may rely on DEQY only within reference/presence conditions and exceptions.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0031APP_QRCPSrecordsR156_E0022Grace period field on QA Initial Allowance tab for applicable group I.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0032R156_E0021governsR156_E0022Qualifying group I deficiency coded informational only in first two full calendar months after new policy.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0033APP_QRCPSproducesR156_E0023Weekly deficiency report captures only regulation-basis-code TCA subset.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0034PROC_DQR_QUALITY_REVIEWhas_reporting_limitR156_E0024Concurrent split sample reviewed for both claims but quality-review sample metadata counted only for sampled claim.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0035R156_E0025applies_toR156_E0006Group II category 73/81/82/83 controlled return requires 60-day follow-up if unresolved.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0036APP_RECOOPidentifies_cases_byR156_E0026ARC code identifies cases controlled by RECOOP including installment and suspension categories.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0037APP_RECOOPgeneratesR156_E0027Monthly bill issued 20 days before payment due date.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0038APP_RECOOPgeneratesR156_E0028Alerts go to Debtor Contact Section; source says not to field offices.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0039APP_MSSICSsupportsR156_E0029Existing terminated SSI record debt brought forward when new eligibility reestablished.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0040APP_MSSICShas_screenR156_E0030UOMN menu has RECONCILIATION selection for terminated-SSR overpayment.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0041APP_MSSICShas_screenR156_E0031UOMA records manually computed overpayment brought forward.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0042R156_E0029usesR156_E0030Employee selects UOMN RECONCILIATION.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0043R156_E0029usesR156_E0031Manually transfer debt onto reestablished SSI record.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0044R156_E0029usesR156_E0032Q TAC closes old record overpayment after transfer.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0045R156_E0029conditioned_byR156_E0033B1 overdue installment flag affects transfer timing.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0046APP_MSSICScreatesR156_E0037UOPD RECOVER BY INSTALLMENTS generates G TAC.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0047SYS_SSRrecordsR156_E0037G TAC housed in SSR OPDD overpayment decision segment.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0048SYS_SSRrecordsR156_E0032Q TAC bring-forward records debt close-out on prior record.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0049SYS_SSRrecordsR156_E0033B1 overpayment overdue installment diary.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0050APP_RECOOPselects_debts_forR156_E0034Automated CPR selects qualifying RECOOP-controlled SSI debts; manual K TAC required for unselected qualifying debts.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0051APP_MSSICScreatesR156_E0034Employee adds manual K TAC to SSI SSR through UOPD for CPR.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0052SYS_SSRrecordsR156_E0034Cross-program recovery authorizing TAC on SSI record.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0053SYS_SSRrecordsR156_E0035B8 diary generated when SSI resumes current pay and automatic CPR cannot continue.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0054R156_E0036reconcilesSYS_SSR450S batch may reconcile terminated and reestablished SSI debts in documented exception situations.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0055APP_ROARsupportsR156_E0034Official reduction notice flows in ROAR after manual K TAC transaction.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0056APP_RECOOPusesR156_E0038Residence of debtor in foreign country or Puerto Rico/USVI changes debt-control routing.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0057UI_SSI_FI_ACCOUNTcapturesR156_E0039FI name and FI business address documented on financial-account metadata; does not identify beneficiary residence.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0058APP_EAFIverifies_accounts_referenced_byR156_E0039AFI account verification contacts named financial institution; no address master update inferred.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0059PROC_SSI_LIQUID_RESOURCE_RZdevelopsR156_E0040Informational IRS alert used as development lead, not verified asset.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0060PROC_SSI_LIQUID_RESOURCE_RZdevelopsR156_E0041Controlled IRS alert subject to mandatory development procedures.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R156_R0061APP_SSI_CLAIMS_LOGICALusesR156_E0041Controlled IRS source alert informs SSI RZ verification; information is not master-address update.2026-10-095SSA documented policy relationship; implementation technology not independently verified.R157_REL_0001R157_DATA_BK_COURT_NOTICErouted_toORG_SSA_OGCCourt bankruptcy notices primarily to OGC electronic process; other contact forwarded to OGC.2026-10-105R157_REL_0002ORG_SSA_OGCdirects_collection_stayR157_PROC_BK_STAYOGC notice triggers stay of prepetition debt collection.2026-10-105R157_REL_0003R157_PROC_BK_STAYclassifies_usingR157_DATA_BK_PREPETITIONUnderlying benefit month compared to petition date.2026-10-105R157_REL_0004R157_PROC_BK_STAYrequiresR157_CTRL_BK_MBR_MESSAGETitle II special MBR message required.2026-10-105R157_REL_0005R157_CTRL_BK_MBR_MESSAGEstored_inSYS_MBRMBR special message by BIC.2026-10-105R157_REL_0006R157_CTRL_BK_WAIVER_HOLDapplies_toR157_PROC_BK_STAYWaiver processing held in pending bankruptcy unless OGC says otherwise.2026-10-105R157_REL_0007R157_PROC_BK_PREF_REFUNDusesR157_PROC_BK_IPACOGC-directed preference refund paid through IPAC, funded from administrative expenses.2026-10-105R157_REL_0008R157_PROC_BK_IPACproducesR157_DATA_BK_IPAC_IDOffice of Finance returns reference identifier.2026-10-105R157_REL_0009R157_PROC_BK_IPACusesR157_DATA_BK_TRUSTEE_MAILBankruptcy trustee refund routing address among remittance metadata.2026-10-105R157_REL_0010R157_PROC_BK_PREF_REFUNDdocuments_inR157_DATA_BK_DMS_REMARKSRefund/debt restoration documented in DMS remarks.2026-10-105R157_REL_0011R157_DATA_BK_DMS_REMARKSstored_inAPP_DMSDMS remarks screen audit trail.2026-10-105R157_REL_0012R157_PROC_BK_STAYconstrained_byR157_RULE_BK_JOINTStay applies to filing debtor rather than all jointly liable parties.2026-10-105R157_REL_0013R157_RULE_BK_JOINTapplies_toAPP_RPSRepresentative payee status alone does not transfer debtor-specific bankruptcy protection.2026-10-105R157_REL_0014R157_DATA_BK_COURT_NOTICEtriggersR157_CTRL_BK_WAIVER_HOLDBankruptcy notice calls for waiver decision hold.2026-10-105R157_REL_0015R157_DATA_BK_PREPETITIONconditionsR157_PROC_BK_PREF_REFUNDRefund concerns payments for covered prepetition liability.2026-10-105R157_REL_0016R157_UI_EDCS_CDRIpart_ofAPP_EDCSCDR appeal screens in EDCS.2026-10-105R157_REL_0017R157_UI_EDCS_CDRIautomatically_updatesR157_CTRL_ECDR_DCF_CDRIAfter transfer, DCF CDRI screen records appeal.2026-10-105R157_REL_0018R157_CTRL_ECDR_DCF_CDRIposts_toDB_DCFAutomatic transfer update limited to appeal, not initial CDR movement.2026-10-105R157_REL_0019R157_CTRL_ECDR_MAINFRAME_PRECHECKprecedesR157_UI_EDCS_CDRIFO checks and updates mainframe contact/payee data before transfer.2026-10-105R157_REL_0020R157_CTRL_ECDR_MAINFRAME_PRECHECKverifiesSYS_MBRRelevant Title II mainframe claimant fields checked.2026-10-105R157_REL_0021R157_CTRL_ECDR_MAINFRAME_PRECHECKverifiesSYS_SSRApplicable SSI claimant details checked; not blanket synchronization.2026-10-105R157_REL_0022R157_CTRL_ECDR_5Dverifies_record_postingSYS_MBRFive-day follow-up and manual correction if automatic posting absent.2026-10-105R157_REL_0023R157_CTRL_ECDR_5Dverifies_record_postingSYS_SSRFive-day follow-up for Title XVI and concurrent decisions.2026-10-105R157_REL_0024R157_PROC_ECDR_CPD_PAPERaccompaniesR157_UI_EDCS_CDRIPaper CPD accompanies concurrent electronic appeal transfer.2026-10-105R157_REL_0025R157_PROC_ECDR_CPD_PAPERdelivered_toORG_DDSPaper prior-CPD folders to DDS alongside EDCS transfer.2026-10-105R157_REL_0026APP_MSSICSprecedesR157_UI_EDCS_CDRIFor Title XVI or concurrent, SSR cessation appeal/SBC fields updated before EDCS case.2026-10-105R157_REL_0027R157_UI_EDCS_CDRIfiles_documents_toREPO_CEFAppeal forms and SBC evidence filed in CEF.2026-10-105R157_REL_0028R157_PROC_SSNAP_NAME_CORRupdates_identity_display_onSYS_NUMIDENTConditional card legal-name correction vs documented legal name-change event.2026-10-105R157_REL_0029R157_PROC_SSNAP_NAME_CORRperformed_usingAPP_SSNAPPOMS directs name fields through SSNAP workflow.2026-10-105R157_REL_0030R157_PROC_SSNAP_NAME_CORRmay_useR157_DATA_NUMIDENT_NL2Prior NL2 conditional legal-name evidence for U.S.-born applicant.2026-10-105R157_REL_0031R157_DATA_NUMIDENT_NL2recorded_onSYS_NUMIDENTHistorical NL2 entry on prior Numident.2026-10-105R157_REL_0032R157_PROC_DMV_NAMESSNmay_promptR157_PROC_SSNAP_NAME_CORRFailed DMV electronic name/SSN verification or state card-name requirements may initiate correction; not automatic.2026-10-105R157_REL_0033R157_PROC_DMV_NAMESSNdoes_not_assert_address_update_toSYS_NUMIDENTNo documented DMV address propagation from this instruction.2026-10-105R157_REL_0034R157_DOC_DMA_0190indexed_intoREPO_CEFDMA document type 0190 designates CEF section and intended evidence classification.2026-10-105R157_REL_0035R157_DOC_DMA_1080indexed_intoREPO_CEFDMA document type 1080 designates CEF section and intended evidence classification.2026-10-105R157_REL_0036R157_DOC_DMA_0050indexed_intoREPO_CEFDMA document type 0050 designates CEF section and intended evidence classification.2026-10-105R157_REL_0037R157_DOC_DMA_3157indexed_intoREPO_CEFDMA document type 3157 designates CEF section and intended evidence classification.2026-10-105R157_REL_0038R157_DOC_DMA_3158indexed_intoREPO_CEFDMA document type 3158 designates CEF section and intended evidence classification.2026-10-105R157_REL_0039R157_DOC_DMA_0185indexed_intoREPO_CEFDMA document type 0185 designates CEF section and intended evidence classification.2026-10-105R157_REL_0040R157_DOC_DMA_0180indexed_intoREPO_CEFDMA document type 0180 designates CEF section and intended evidence classification.2026-10-105R157_REL_0041R157_DOC_DMA_5032indexed_intoREPO_CEFDMA document type 5032 designates CEF section and intended evidence classification.2026-10-105R157_REL_0042R157_DOC_DMA_3157requires_medical_document_contentREPO_CEFSchool records with IQ/medical content in Section F; unlike nonmedical 3158.2026-10-105R157_REL_0043R157_DATA_OSDBU_SUBDIRhistorically_listsR157_CON_ITSSC_LOCKHEEDPublic directory lists historical contract number; no current contract status.2026-10-104R157_REL_0044R157_CON_ITSSC_LOCKHEEDhistorically_lists_primeR157_ORG_LOCKHEEDSSA subcontracting directory prime listed for this ITSSC contract number; not specific technology use.2026-10-104R157_REL_0045R157_ORG_LOCKHEEDappears_inR157_DATA_OSDBU_SUBDIRHistorical prime contractor shown in public directory.2026-10-104R157_REL_0046R157_DATA_OSDBU_SUBDIRhistorically_listsR157_CON_ITSSC_NORTHROPPublic directory lists historical contract number; no current contract status.2026-10-104R157_REL_0047R157_CON_ITSSC_NORTHROPhistorically_lists_primeR157_ORG_NORTHROPSSA subcontracting directory prime listed for this ITSSC contract number; not specific technology use.2026-10-104R157_REL_0048R157_ORG_NORTHROPappears_inR157_DATA_OSDBU_SUBDIRHistorical prime contractor shown in public directory.2026-10-104R157_REL_0049R157_DATA_OSDBU_SUBDIRhistorically_listsR157_CON_ITSSC_CGIPublic directory lists historical contract number; no current contract status.2026-10-104R157_REL_0050R157_CON_ITSSC_CGIhistorically_lists_primeR157_ORG_CGISSA subcontracting directory prime listed for this ITSSC contract number; not specific technology use.2026-10-104R157_REL_0051R157_ORG_CGIappears_inR157_DATA_OSDBU_SUBDIRHistorical prime contractor shown in public directory.2026-10-104R157_REL_0052R157_SVC_SSI_SIMPLIFIED_2025has_eligibility_boundaryR157_RULE_SSI_COHORT_2025Documented access cohort as of June 2025.2026-10-104R157_REL_0053R157_CTRL_PIE_3MO_NOTICEapplies_toEX_PIEThree-month nonreceipt rule for reduced-reporting restoration.2026-10-105R157_REL_0054R157_CTRL_PIE_AUTH_APPEALconditionsDB_WEI_REPOAuthorized prior-month wages accumulate only while effective authorization exists.2026-10-105R157_REL_0055R157_CTRL_PIE_AUTH_APPEALaffectsDATA_SSA8240Renewed SSA-8240 / WEIA can be needed after late appeal expiry.2026-10-105R157_REL_0056R157_CTRL_PIE_FORCE_DUEblocks_auto_post_toSYS_SSRCertain SSI cases require employee development rather than automatic post.2026-10-105R157_REL_0057R157_CTRL_PIE_FORCE_DUEgenerates_review_inWORK_PIE_EE_DIARYPending unmatched/force-due wage creates EE diary in relevant cases.2026-10-105R157_REL_0058R157_CTRL_PIE_3MO_NOTICEdoes_not_replaceWORK_PIE_EE_DIARYNotice rules and EE exception-work control are separate.2026-10-105R158_R0001R158_E0001budgets_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0002R158_E0002reports_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0003R158_E0003classifies_cost_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0004R158_E0004classifies_cost_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0005R158_E0005classifies_cost_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0006R158_E0006classifies_cost_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0007R158_E0007requires_review_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0008R158_E0008governs_budget_timing_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0009R158_E0009requires_security_approval_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0010R158_E0010defines_design_control_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0011R158_E0011requires_backup_policy_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0012R158_E0012governs_access_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0013R158_E0013defines_abuse_security_forORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0014R158_E0019receives_complaint_inORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0015R158_E0020investigates_complaints_inORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0016R158_E0021classifies_allegations_inORG_DDSPolicy-based DDS budget/security/complaint-control relationship.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0017R158_E0001includesR158_E0002Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0018R158_E0001categorizesR158_E0003Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0019R158_E0001categorizesR158_E0004Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0020R158_E0001categorizesR158_E0005Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0021R158_E0001categorizesR158_E0006Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0022R158_E0007controlsR158_E0005Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0023R158_E0008supports_planning_inR158_E0001Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0024R158_E0009reviewsR158_E0010Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0025R158_E0010requiresR158_E0011Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0026R158_E0010requiresR158_E0012Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0027R158_E0020processes_input_fromR158_E0019Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0028R158_E0020classifiesR158_E0021Documented relationship among related policy controls; no claim of physical data transfer.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0029R158_E0014is_measurement_method_forDATA_SSI_AR_IVC1_FED_PAYMENTSOACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0030R158_E0015is_a_comparative_reporting_basis_forDATA_SSI_AR_IVC1_FED_PAYMENTSOACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0031R158_E0016reconciles_federal_budget_treatment_forDATA_SSI_AR_IVC1_FED_PAYMENTSOACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0032R158_E0017explains_fiscal_year_effects_inDATA_SSI_AR_IVC2_FY_FED_PAYOACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0033R158_E0018underlies_projection_inDATA_SSI_AR_IVC1_FED_PAYMENTSOACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0034R158_E0014documented_byREPORT_SSI_ANNUAL_2026OACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0035R158_E0016documented_byREPORT_SSI_ANNUAL_2026OACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0036R158_E0018documented_byREPORT_SSI_ANNUAL_2026OACT 2026 SSI IV.C method; publication lineage, not physical application or SQL extract.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0037R158_E0014contrasts_reporting_basis_withR158_E0015Separate actual-payment reporting basis and Statistical Supplement due-month reporting with recovery treatment.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0038R158_E0014is_affected_byR158_E0017Separate actual-payment reporting basis and Statistical Supplement due-month reporting with recovery treatment.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0039R158_E0016requires_reconciliation_betweenR158_E0015Separate actual-payment reporting basis and Statistical Supplement due-month reporting with recovery treatment.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0040R158_E0020is_part_ofPROC_DDS_CE_OVERSIGHTComplaints investigated by DDS as part of CE provider oversight.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0041R158_E0021categorized_withinDATA_CE_PROVIDER_OVERSIGHTPotential source for provider oversight, without inferring actual database posting.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0042R158_E0022transfer_event_triggers_inAPP_EDCSEDCS transfer triggers new mainframe data propagation to EDCS.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0043R158_E0022specializesPROC_EDCS_MAINFRAME_PROPAGATIONTransfer-time repropagation of data from MCS, MSSICS and RPS as available.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0044R158_E0023alerts_when_cannot_accessAPP_MCSOn transfer, EDCS alerts CR if system inaccessible; alternative to cancel or proceed.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0045R158_E0023alerts_when_cannot_accessAPP_MSSICSOn transfer, EDCS alerts CR if system inaccessible; alternative to cancel or proceed.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0046R158_E0023is_control_inAPP_EDCSEDCS case transfer policy; route and HIT preconditions, not all cases necessarily trigger HIT.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0047R158_E0024blocks_receipt_processing_inAPP_EDCSEDCS case transfer policy; route and HIT preconditions, not all cases necessarily trigger HIT.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0048R158_E0025is_routing_rule_inAPP_EDCSEDCS case transfer policy; route and HIT preconditions, not all cases necessarily trigger HIT.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0049R158_E0026requires_authorization_forAPP_MEGAHITEDCS case transfer policy; route and HIT preconditions, not all cases necessarily trigger HIT.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0050R158_E0026precondition_forDATA_HIT_REQUESTEDCS case transfer policy; route and HIT preconditions, not all cases necessarily trigger HIT.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0051R158_E0024prerequisite_forR158_E0022Jurisdiction transfer must occur for case electronic processing at DDS.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0052R158_E0025requires_transfer_rule_fromR158_E0024Physical paper material route varies if CEF exclusion or prior paper folder.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0053R158_E0027is_provenance_caution_forR128_E043IRS and MEF alert fields can identify payer record payee, not automatically an SSI recipient address; independent verification must be classified separately.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0054R158_E0027warns_against_person_identity_inference_forDOM_PERSON_CUSTOMER_RECORDIRS and MEF alert fields can identify payer record payee, not automatically an SSI recipient address; independent verification must be classified separately.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0055R158_E0028qualifies_verification_ofR128_E043IRS and MEF alert fields can identify payer record payee, not automatically an SSI recipient address; independent verification must be classified separately.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R158_R0056R158_E0028can_follow_independent_verification_ofR158_E0027POMS distinguishes tax data and prior/independently verified SSA data; no automatic master update.2026-10-105Directional policy, data production, or business-process relationship only; no transport/physical persistence or live deployment inferred.R159_R001R159_E001limits_authority_fromAPP_RASRSSA appointment permits representation but does not authorize claimant mailing-address or direct-deposit edits.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R002R159_E001protects_person_attributes_ofDOM_PERSON_CUSTOMER_RECORDRepresentative permissions are not permission to alter logical person records or beneficiary attributes.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R003R159_E002constrains_delegation_ofAPP_RASRDesignated associates handle limited administrative tasks; legally significant actions remain representative duties.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R004R159_E003checks_active_appointment_inAPP_RASRVerify valid appointment in RASR before disclosing records by telephone.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R005R159_E004triggered_by_numident_flag_inSYS_NUMIDENTSPIN code 6 on Numident triggers in-person-only disclosure to representative or associate.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R006R159_E004overrides_telephone_disclosure_underR159_E003Numident SPIN code 6 bars telephonic representative disclosure despite otherwise valid appointment.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R007R159_E005recorded_temporarily_inAPP_RASRAuxiliary fee-only temporary appointment is created and ended in RASR.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R008R159_E006limits_default_related_beneficiary_scope_ofAPP_RASRAuxiliary claimant may independently appoint or opt out of default primary representative notices.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R009R159_E007restricts_claim_file_disclosure_fromAPP_RASRCourt representation alone permits only limited fee-related information without separate SSA appointment or consent.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R010R159_E008restricts_external_distribution_ofAPP_MCSAdministrative MBR/other screen query output is not ordinarily furnished to representatives; provide underlying information suitably.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R011R159_E003subject_to_special_protectionR159_E004SPIN 6 requires in-person verification instead of phone/mail/fax disclosure.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R012R159_E009is_screen_inAPP_MSSICSDGEN screen created during gerontology redetermination or limited issue interview.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R013R159_E009documents_interview_forR120_E012MSSICS DGEN development documents gerontology KC diary work.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R014R159_E010makes_diary_available_forR120_E012CHINET SSI Diary Workload Control Application displays KC diary.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R015APP_SSTNGmakes_gerontology_diary_available_forR120_E012SSTNG supports retrieval of KC gerontology diary and appointment letters.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R016R159_E011determines_selection_ofR120_E012KC selection is age at least 90, SSI-only current pay and 3 or more years with no SSR activity.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R017R159_E011checks_prior_activity_inSYS_SSRKC qualifying inactivity measured by SSR transactions.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R018R159_E012interview_development_documented_onR159_E009DGEN screen records gerontology beneficiary identity/liveness interview.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R019R159_E012compares_beneficiary_identification_withSYS_NUMIDENTEmployee reviews Numident and SSR for identity/DOB anomalies ahead of gerontology interview.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R020R159_E013governs_address_search_outcome_ofR159_E030Gerontology whereabouts unknown vs failed appointment leads to separate S06/N20 actions.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R021R159_E013specializes_existing_suspension_procedurePROC_SSI_WU_S06KC case S06 where recipient cannot be located after contact development.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R022R159_E014requires_death_proof_recorded_inAPP_EVIDEVID required to support verified SSI death update, with limited Numident proof exceptions.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R023R159_E014applies_to_verification_inSYS_SSRSSR death entry without evidence may not establish verified proof.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R024R159_E015clears_diary_using_direct_update_ofSYS_SSRNon-MSSICS gerontology limited issue diary cleared using direct SSR update (UDIA).2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R025R159_E015uses_input_formFORM_SSA1719BNon-MSSICS gerontology processing includes SSA-1719B.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R026R159_E028uses_referral_applicationAPP_ARISSuspected death fraud referral made via ARIS with KC Gerontology LI notation.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R027R159_E028refers_suspected_fraud_toORG_SSA_OIGGerontology alert after suspected recipient death may require OIG referral.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R028R159_E029protects_disclosure_inR159_E012Helper may assist only with beneficiary permission; is not an appointed representative by virtue of helping.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R029R159_E030requests_reachability_throughFORM_SSA_L502Telephone appointment letters support gerontology recipient contact.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R030R159_E030may_send_home_visit_noticeFORM_SSA_L501Home-visit letter is used if telephone identity or contact inadequate.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R031R159_E030uses_existing_address_location_processPROC_SSI_WU_S06Undeliverable gerontology notice triggers standard address-location procedures, not automatic master updates.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R032R159_E030collects_external_leads_forSYS_SSRAddress observation from third-party sources requires investigation before program record change.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R033R159_E012requires_completion_ofR159_E009DGEN development completeness controls closure of gerontology limited issue.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R034R159_E016loads_workload_intoDB_DCFOffice of Systems loads age-18 redetermination cases and related CDR alerts in DCF.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R035R159_E016creates_age18_worklist_inAPP_DCFSDCF FO pending medical CDR list receives age-18 alerts.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R036R159_E017classifies_cdr_events_inDB_DCFType 4 CDR age 18/DDS direct-release category stored in DCF.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R037R159_E018screens_age18_nonmedical_cases_inAPP_DCFSEvent 5 SSR/MBR condition permits FO to screen age-18 case for nonmedical rules.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R038R159_E018checks_program_record_conditions_inSYS_SSRScreenout requires applicable SSI record conditions rather than presumed need for another full review.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R039R159_E019is_coordinated_usingAPP_SSTNGAge-18 RZ and medical redetermination interview coordinated using SSTNG when both show pending.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R040R159_E019triggered_byWORK_SSI_KB_DIARYKB age-18 diary requires DDS medical redetermination; selected no earlier than two months before 18.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R041R159_E020checks_type_of_master_record_inSYS_SSREmployee checks TMR DC-to-DI and prior determination dates for adult disability criteria.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R042R159_E020supports_review_ofR159_E018Prior adult criteria determination can change age-18 review work requirements.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R043R159_E019uses_disability_worklist_fromR159_E016Age-18 medical interview planning coordinated with loaded DCF work items.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R044R159_E021notice_output_ofAPP_RASRRASR produces RSR103 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R045R159_E022notice_output_ofAPP_RASRRASR produces RSR104 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R046R159_E023notice_output_ofAPP_RASRRASR produces RSR106 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R047R159_E024notice_output_ofAPP_RASRRASR produces RSR107 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R048R159_E025notice_output_ofAPP_RASRRASR produces RSR108 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R049R159_E026notice_output_ofAPP_RASRRASR produces RSR119 under the notice rule applicable to appointment/revocation/withdrawal.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R050R159_E021sent_to_appointed_representativeR159_E003RSR103 goes to the appointed representative, subject to appointment validity checks.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R051R159_E022sent_to_claimant_with_appointment_informationAPP_RASRRSR104 goes to claimant documenting appointment.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R052R159_E023notifies_termination_of_representative_accessR159_E003Revocation terminates representative access to claimant information.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R053R159_E025describes_replacement_principal_representative_forAPP_RASRRSR108 identifies new principal representative after another representative withdraws.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R054R159_E026documents_direct_fee_assignment_distinct_fromR159_E021RSR119 supports assignment of fee payment to entity, unlike ordinary appointment notice.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R055R159_E027constrains_submission_throughAPP_UPLOAD_DOCUMENTSUpload Documents does not accept original or certified documents electronically.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R056R159_E027applies_to_evidence_submission_not_identity_synchronizationDOM_PERSON_CUSTOMER_RECORDNo automatic update of Person or another authoritative record from upload capability is established.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R057R159_E009requires_completed_posteligibility_record_build_inSYS_SSRMSSICS DGEN completion allows building SSR and closing limited issue.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R159_R058R159_E029supports_assistance_forR159_E012Helper presence is controlled by consent at interview, not appointed representative authority.2026-10-105Source establishes documented policy/workflow, not undocumented infrastructure or database synchronization.R160_R0001SYS_MBRdeath_posting_triggersR160_E00012026-10-105R160_R0002R160_E0001stops_billing_inAPP_RECOOP2026-10-105R160_R0003R160_E0001generatesR160_E00022026-10-105R160_R0004R160_E0002is_produced_byAPP_RECOOP2026-10-105R160_R0005SYS_SSRdeath_posting_triggersR160_E00032026-10-105R160_R0006R160_E0003removes_debt_fromAPP_RECOOP2026-10-105R160_R0007R160_E0004usesSYS_SSR2026-10-105R160_R0008R160_E0004controls_debt_action_inAPP_RECOOP2026-10-104R160_R0009R160_E0005is_screen_inAPP_DMS2026-10-105R160_R0010R160_E0006is_screen_inAPP_DMS2026-10-105R160_R0011R160_E0008collectsR160_E00092026-10-105R160_R0012R160_E0008can_useFORM_SSA1724F42026-10-105R160_R0013R160_E0008requires_assessment_ofSYS_MBR2026-10-104Physical direct MBR read interface not established by POMS.R160_R0014R160_E0010requires_unpaid_share_holdR160_E00112026-10-105R160_R0015R160_E0011retains_unpaid_balance_inDATA_MBR_SPA_LINE2026-10-105R160_R0016R160_E0011documents_reason_onSYS_MBR2026-10-105R160_R0017R160_E0012retains_unissued_payment_inDATA_MBR_SPA_LINE2026-10-105R160_R0018R160_E0012annotatesSYS_MBR2026-10-105R160_R0019R160_E0013receivesFORM_SSA1724F42026-10-105R160_R0020R160_E0013appliesR160_E00142026-10-105R160_R0021R160_E0013holds_unclaimed_balance_inDATA_MBR_SPA_LINE2026-10-105R160_R0022R160_E0015evaluatesR160_E00162026-10-105R160_R0023R160_E0015holds_barred_recipient_share_inDATA_MBR_SPA_LINE2026-10-105R160_R0024SYS_MBRretains_foreign_unissued_underpayment_asDATA_MBR_SPA_LINE2026-10-105R160_R0025R160_E0017holds_unverified_share_inDATA_MBR_SPA_LINE2026-10-105R160_R0026R160_E0018usesR160_E00192026-10-105R160_R0027R160_E0020requires_when_payer_unverifiedR160_E00212026-10-105R160_R0028R160_E0020may_useFORM_SSA1724F42026-10-105R160_R0029R160_E0020may_useFORM_SSA7952026-10-105R160_R0030APP_T2Rproduces_premium_refund_alertR160_E00222026-10-105R160_R0031ORG_CMShandlesR160_E00232026-10-105R160_R0032PROC_STATE_BUYINmay_create_premium_refund_condition_forR160_E00222026-10-104No automated mechanism or interface is specified.R160_R0033R160_E0025documented_byR160_E00242026-10-105R160_R0034ORG_CMSfunding_source_forR160_E00252026-10-104R160_R0035APP_SPSrequires_associated_manual_fundingR160_E00252026-10-105R160_R0036APP_MCShas_propagation_precedence_set_byR160_E00262026-10-105R160_R0037R160_E0026controlsAPP_EDCS2026-10-105R160_R0038SYS_ICDBis_listed_as_source_forAPP_EDCS2026-10-105R160_R0039R160_E0027controls_intake_toAPP_EDCS2026-10-105R160_R0040R160_E0027records_nonpropagation_reason_inAPP_EVIEW2026-10-105R160_R0041R160_E0028controls_field_values_inAPP_EDCS2026-10-105R160_R0042R160_E0029produces_snapshot_inDATA_ROC2026-10-105R160_R0043R160_E0029occurs_duringAPP_EDCS2026-10-105R160_R0044R160_E0028requires_preoverlap_snapshotR160_E00292026-10-105R160_R0045R160_E0030requires_correction_inAPP_MCS2026-10-105R160_R0046R160_E0030requires_correction_inAPP_MSSICS2026-10-105R160_R0047R160_E0030governsAPP_EDCS2026-10-105R160_R0048R160_E0031blocks_case_creation_inAPP_EDCS2026-10-105R160_R0049R160_E0031requires_resolving_claim_inAPP_MCS2026-10-105R160_R0050R160_E0032applies_toAPP_EDCS2026-10-105R160_R0051APP_EDCStransfer_of_T2_CDR_appeal_updatesSYS_MBR2026-10-104No transport or physical DB synchronization mechanism asserted.R160_R0052APP_EDCStransfer_of_T2_CDR_appeal_updatesDB_DCF2026-10-104R161_R0001R161_E0001uses_prior_ss5_microprintAPP_SS5_REPRINTS2026-10-105R161_R0002R161_E0001investigates_last_record_iterationSYS_NUMIDENT2026-10-105R161_R0003APP_PEBESapplies_address_availability_selectionR161_E00022026-10-105R161_R0004ORG_IRSmust_satisfy_before_tax_information_requestR161_E00032026-10-105R161_R0005R161_E0003permits_limited_address_and_payment_disclosureSYS_MBR2026-10-105R161_R0006ORG_IRSmay_conduct_authorized_tax_safeguard_auditR161_E00042026-10-105R161_R0007DATA_IRS_TOP_WEEKLY_TAX_DEBT_FILEincludes_match_notification_indicatorR161_E00052026-10-105R161_R0008R161_E0005applies_to_treasury_delinq_debtor_recordsDB_NID32026-10-105R161_R0009DATA_FPLP_PAYMENT_RECORDcarries_payment_levy_exclusion_codeDATA_FPLP_BYPASS_CODE2026-10-105R161_R0010ORG_IRStransmits_levy_notice_imageR161_E00062026-10-105R161_R0011R161_E0006stored_inAPP_ORS2026-10-105R161_R0012R161_E0006is_governed_byR161_E00072026-10-105R161_R0013PROC_FPLPsupports_nonentitlement_reversalsR161_E00082026-10-105R161_R0014R161_E0008instructs_treasury_levy_reversalORG_BFS2026-10-105R161_R0015REPO_CEFis_required_for_virtual_federal_reviewR161_E00092026-10-105R161_R0016R161_E0009review_results_recorded_inAPP_QRCPS2026-10-105R161_R0017APP_QRCPStransmits_review_data_to_central_officeR161_E00102026-10-105R161_R0018R161_E0010supports_production_ofR161_E00112026-10-105R161_R0019R161_E0012requires_case_closure_inAPP_DCPS2026-10-105R161_R0020R161_E0012requires_case_closure_inAPP_EVIEW2026-10-105R161_R0021R161_E0012requires_case_closure_inAPP_NDDSS2026-10-105R161_R0022R161_E0012applies_following_completionR161_E00132026-10-105R161_R0023R161_E0013routable_to_originating_officeORG_SSA_FIELD_OFFICES2026-10-105R161_R0024R161_E0013routable_to_national_records_centerR110_E0022026-10-105R162_R0001R162_E0002producesR162_E0001The Title II PSC workflow prepares a court-usable certified payment extract.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0002R162_E0003producesR162_E0001The Title XVI regional-office workflow prepares a certified SSI payment extract.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0003R162_E0001requires_certificationR162_E0004CPE packet includes authorization for certification (Swear Statement).2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0004R162_E0001accompanied_byR162_E0005CPE packet requires accompanying cover memorandum.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0005R162_E0001constrained_byR162_E0006Only negotiated checks appear; returned checks are specifically excluded.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0006R162_E0001can_include_institution_metadataR162_E0007Relevant bank name and address are listed when a financial institution is involved.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0007R162_E0001documents_payee_transition_withR162_E0008Extract describes representative-payee change dates when applicable.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0008R162_E0009routes_requests_forR162_E0001OIG CPE requests use CASI flag and regional PSC CASI function.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0009ORG_SSA_OIGrequestsR162_E0009OIG seeks extracts for fraud investigations through CASI route.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0010R162_E0002subject_toR162_E0010Priority CPE processing target applies to payment extracts.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0011R162_E0003subject_toR162_E0010Priority CPE processing target applies to payment extracts.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0012PROC_SYSTEM_INFO_AS_PROOFrequires_proven_factor_or_proof_codeR162_E0013GN 01010.038 limits prior data reuse to factors proven in paid entitlement or coded evidence.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0013R162_E0013can_use_evidence_fromSYS_MBRMBR proven entitlement or proof coding supports conditional reuse.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0014R162_E0013can_use_evidence_fromSYS_SSRSSR proven entitlement or proof coding supports conditional reuse.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0015R162_E0013can_use_evidence_fromSYS_NUMIDENTNumident may provide applicable proof information subject to specific policy.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0016R162_E0013can_use_evidence_fromAPP_DRAMSDisability/Railroad/Alien/Military-Service query may supply acceptable evidence subject to policy.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0017R162_E0013requires_new_earnings_proof_whenR162_E0011Prior entitlement for BIC E, C or G insufficient to establish fully insured status.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0018R162_E0012checks_data_fromUI_MCS_EARNReview MCS EARN computation-year values for agreement with DEQY.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0019R162_E0012checks_data_fromUI_MCS_ECORReview MCS ECOR computation-year values for agreement with DEQY.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0020R162_E0012validates_usingQRY_DEQYDEQY used to confirm that source screen values reached MEF.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0021R162_E0012verifies_update_toSYS_MEFMEF update is confirmed by comparison, not assumed.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0022R162_E0012requires_correction_through_if_neededAPP_ICORPOMS directs necessary corrective action such as ICOR when MEF not updated.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0023APP_REACTgenerates_notice_forR162_E0014LP notice returned to PSC supports repayment decision; REACT generally produces Title II notice file.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0024R162_E0014requires_completion_ofR162_E0015Incomplete notice cannot support repayment until applicable defects resolved.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0025R162_E0015can_file_unresolved_inAPP_PAPERLESS_PSCWhen neither signature nor check selection is on notice, PC files in Paperless and takes no repayment action.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0026R162_E0014requires_eligibility_status_check_withDB_PHUSPC uses payment history to respond to inquiry; not automatic repaying.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0027R162_E0016applies_toSYS_SSRSSI direct-contact LP policy unlike Title II mailed notice.2026-10-105Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0028SVC_PRIVACY_RECORD_ACCESSsubject_to_recordholder_age_gateR162_E0017SSA web access gate states record holder, age 18+, identity verified; third-party requester not supported in this channel.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0029SVC_PRIVACY_RECORD_ACCESSlimited_to_record_scopeR162_E0018Public access form lists four SORNs and specified record types.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0030R162_E0018includesSYS_MBRMBR 60-0090 records eligible for electronic privacy request under list.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0031R162_E0018includesSYS_SSRSSI/SVB 60-0103 records eligible for electronic privacy request under list.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0032R162_E0018includesDB_EDIB_CLAIM_FILEeDIB 60-0320 records eligible for electronic privacy request under list.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0033R162_E0020implemented_usingSVC_ASAPGrants FAQ says SSA award recipients establish electronic payment accounts via ASAP.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0034R162_E0019interim_manual_request_forR162_E0020SF-270 may be emailed to SSA financial analyst as interim mechanism.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0035R162_E0021usesSVC_GRANTSOLUTIONSOAG application guidance specifies GrantSolutions for continuation grants.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R162_R0036R162_E0022usesSVC_GRANTS_GOVOAG application guidance specifies Grants.gov for competitive discretionary applications.2026-10-104Documented administrative relationship; no undocumented physical deployment, transport or synchronization implied.R163_R0001ORG_DDSsubject_toR163_E001DDS decisional-data entry has specific enumerated exclusions.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0002R163_E001has_title_ii_exceptionR163_E002Title II enumerates prisoner, TWP, MQGE, totalization, CDR 301 and EPE exclusions.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0003R163_E001has_title_xvi_exceptionR163_E003Title XVI enumerates systems-limitation, reconsideration-reversal and favorable-reopening exclusions.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0004ORG_DDSrequired_to_recordR163_E004DDS must report intake and clearance of cases.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0005R163_E004usesAPP_NDDSSDDS enters case movement data and NDDSS provides inquiry of case-control status; technical transfer is not specified.2026-10-104POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0006R163_E001restrictsR163_E004DDS decision-data entry restrictions do not abolish required case movement reporting.2026-10-104POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0007ORG_DDSperformsR163_E005DDS must locate claimant or request FO assistance when whereabouts become unknown.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0008R163_E005usesR163_E007USPS address search may use a 15-day SSA-L2001 response window.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0009R163_E007usesFORM_SSA_L2001DDS sends SSA-L2001 to postmaster; retrieved address is a lead, not an automatic master-record update.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0010R163_E005usesR163_E008DDS may initiate DCPS FO assistance request, retaining jurisdiction.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0011R163_E008usesAPP_DCPSDCPS carries DDS-to-FO assistance requests and follow-up controls.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0012R163_E005requiresR163_E006Appointed representative addresses cannot directly change DCPS except stated guardianship/parent exceptions.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0013R163_E006restricts_updates_toAPP_DCPSUnconfirmed AR-provided contact information cannot automatically modify claimant contact information in DCPS.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0014R163_E005subject_toR163_E010DDS cannot deny solely due to unknown whereabouts.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0015R163_E010documents_usingR163_E009Whereabouts unknown determination must show last-known address on SSA-831 and rationale in explanation.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0016APP_IAPPTgeneratesR163_E011iAppt UNVER data is stored in eLAS pending SSN/other attribute verification.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0017R163_E011usesWORK_ELAS_UNVERUNVER on eLAS WKSH records nonverified internet data.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0018R163_E011usesFUNC_ELAS_VERIFY_PIVerify PI receipts UNVER following verification.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0019R163_E011conditionally_promotes_toSYS_ICDBVerified eLAS appointment information can enter CLIENT only following verification and issue receipt.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0020R163_E011does_not_automatically_updateSYS_NUMIDENTiAppt data is not automatically used to correct Numident.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0021R163_E011does_not_automatically_updateAPP_PERSON_INFOiAppt data is not automatically used to correct Person Information.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0022APP_ELASenforcesR163_E012eLAS suppresses iAppt confirmation notices until UNVER resolution.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0023R163_E012depends_onWORK_ELAS_UNVERSuppression is linked to pending UNVER, which must be resolved before manual notice.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0024R163_E013screen_ofAPP_ELASeLAS fifth calendar is reserved for online iAppt use.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0025APP_IAPPTusesR163_E013iAppt queries slots allocated to fifth eLAS calendar.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0026APP_IAPPTtriggersR163_E014ASL language selection triggers FO mailbox and fallback Area Director Office notice.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0027R163_E014records_onUI_ELAS_RMRKASL and language preferences generate designated eLAS remark.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0028APP_IAPPTproducesR163_E015Successful scheduling displays online confirmation with protective-filing closeout dates.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0029R163_E015recorded_inAPP_ELASiAppt creates protective filing and appointment data in eLAS.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0030R163_E016documents_inAPP_CCESpecial pandemic assistance allegations documented on CCE Report of Contact.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0031R163_E016usesFORM_SSA5002Alternative recorded pandemic assistance evidence used SSA-5002.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0032R163_E016usesAPP_EPSSA-5002 uploads entered electronic folder using Evidence Portal.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0033R163_E017supersedes_for_new_developmentR163_E0162026-08-21 ends routine special inquiry/documentation for new development, preserves historical case treatment.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0034R163_E018constrainsR163_E016Prior procedures warn that incorrect CCE Disaster Assistance posting may change deeming allocations.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0035R163_E019reference_forR163_E016State/territory pandemic unemployment end dates inform earlier income exclusions.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0036R163_E020changedAPP_SSI_COMPUTEAugust 2021 SSI Computations software handled covered pandemic unemployment exclusions automatically.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0037R163_E020changedAPP_CCEPOMS associates August 2021 auto-exclusion change with CCE and SSI Computations.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0038APP_EAFIsupportsR163_E021AFI negative/geo search and look-back govern account verification.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0039R163_E021governsUI_SSI_FI_ACCOUNTVerified SSI financial balances are documented on financial account resource page where permitted.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0040R163_E022supportsR163_E021Alternative evidence is allowed but does not always replace required AFI negative search/verification.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0041R163_E022supports_submission_viaAPP_UPLOAD_DOCUMENTSUploaded bank statements or transaction-image files can satisfy completeness requirements.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0042R163_E023applies_toUI_SSI_FI_ACCOUNTLegal entitlement to withdraw funds affects SSI resource-countability evaluation.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0043R163_E023usesDATA_FI_BANK_STATEMENT_EVIDENCEComplete bank account statements are one accepted form of ownership and balance evidence.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0044R163_E024related_form_in_familyFORM_SS5SSA Forms displays original SS-5 and outside-US SS-5-FS as separate card application forms; no shared electronic workflow is inferred.2026-10-104POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0045R163_E026publishesREPORT_SSI_ANNUAL_2026OACT publication list links the July 22, 2026 annual SSI report.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R163_R0046ORG_SSA_OCACTpublishesR163_E026Office of the Chief Actuary publishes actuarial-publications index.2026-10-105POMS or SSA page documents the operational rule. Does not imply undocumented interface, data retention, hosting, or automatic updates.R164_R0001APP_RASRsupports_eligibility_reconciliationR164_E001Field office reviews appointment and waiver information in RASR before effectuation.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0002SYS_SSRcontainsR164_E009SSR reflects principal representative identity and direct payment eligibility.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0003R164_E001checksSYS_SSRField office reconciles SSR with electronic/paper folder and RASR before effectuation.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0004R164_E001queriesR164_E002For non-attorney direct pay eligibility, staff check RASR EDPNA query as of effectuation date.2026-10-105Source R164_S001, C.2. Operational rule/publication relationship only.R164_R0005R164_E002is_query_withinAPP_RASREDPNA Query is documented in RASR.2026-10-105Source R164_S001, C.2.b. Operational rule/publication relationship only.R164_R0006R164_E001uses_screenR164_E003For absent representative on SSR, use UMEN along with UATH and UFEE.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0007R164_E001uses_screenUI_MSSICS_UATHRepresentative authorization data entered through UATH.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0008R164_E001uses_screenUI_MSSICS_UFEEFee eligibility/waiver data entered through UFEE.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0009R164_E003supports_program_update_toSYS_SSRUMEN screen is specified for representative record coding to SSR. No transport claim.2026-10-105Source R164_S001, C.1. Operational rule/publication relationship only.R164_R0010R164_E010checksR164_E004Prior OPDD collection decisions require removal and later reposting in qualifying cases.2026-10-105Source R164_S001, C.4.b,C.4.d. Operational rule/publication relationship only.R164_R0011R164_E004is_segment_ofSYS_SSROPDD is described as segment of existing SSR.2026-10-105Source R164_S001, C.4.b. Operational rule/publication relationship only.R164_R0012R164_E010createsR164_E007Deleting prior OPDD collection decision establishes diary to repost.2026-10-105Source R164_S001, C.4.b,C.4.d. Operational rule/publication relationship only.R164_R0013R164_E010createsR164_E005Fee petition followup diary by resolution/court context.2026-10-105Source R164_S001, C.4,C.7. Operational rule/publication relationship only.R164_R0014R164_E010may_generateR164_E006IAR underpayment review at $5,000 or more triggers I9 alert requiring OTP reimbursement, with qualifying conditions.2026-10-105Source R164_S001, C.4.c. Operational rule/publication relationship only.R164_R0015R164_E010usesPROC_AOTPA-OTP used for State IAR reimbursement and claimant underpayment release.2026-10-105Source R164_S001, C.4. Operational rule/publication relationship only.R164_R0016R164_E010usesDATA_SSI_U_TACU TAC manually withholds past-due SSI amounts in prescribed fee/IAR cases.2026-10-105Source R164_S001, C.4. Operational rule/publication relationship only.R164_R0017R164_E010enforcesR164_E008Privacy limits govern fee notices and former representative information.2026-10-105Source R164_S001, B,C.5-C.6. Operational rule/publication relationship only.R164_R0018R164_E001may_precedeR164_E010Direct payment eligibility and appointment status are resolved before fee withholding.2026-10-105Source R164_S001, C.1,C.4. Operational rule/publication relationship only.R164_R0019R164_E011requires_when_applicableR164_E012Prior claim folders generally requested before reopening; exceptions specified.2026-10-105Source R164_S002, B.2. Operational rule/publication relationship only.R164_R0020R164_E011authorizes_by_levelORG_DDSDDS may reopen same/lower-level final disability determinations within policy.2026-10-105Source R164_S002, B.3.a. Operational rule/publication relationship only.R164_R0021R164_E011authorizes_by_levelORG_DHUDHU has specified medical reconsideration reopening jurisdiction; cannot reopen ALJ/AC decisions.2026-10-105Source R164_S002, B.3.b. Operational rule/publication relationship only.R164_R0022R164_E011governsR164_E013Medical improvement review standard applies to defined adverse medical revisions.2026-10-105Source R164_S002, B.4. Operational rule/publication relationship only.R164_R0023R164_E011governsR164_E014Reopening revisions include documented due process and notice actions.2026-10-105Source R164_S002, D.1-D.3. Operational rule/publication relationship only.R164_R0024R164_E016may_be_documented_onR164_E015Denial of reopening request may be documented on SSA-553.2026-10-105Source R164_S002, D.4. Operational rule/publication relationship only.R164_R0025R164_E016followsR164_E011No-appeal-rights reopening denial follows applicable administrative finality policy.2026-10-105Source R164_S002, D.4. Operational rule/publication relationship only.R164_R0026R164_E017published_inDATA_OACT_TRUST_FUND_FINANCIALOASI short-range table is a publicly accessible statistical product in Trustees report, not transactional accounting store.2026-10-105Source R164_S003, IV.A1. Operational rule/publication relationship only.R164_R0027R164_E018published_inDATA_OACT_TRUST_FUND_FINANCIALDI short-range table reflects projections in Trustees report and historic data.2026-10-105Source R164_S003, IV.A2. Operational rule/publication relationship only.R164_R0028R164_E019published_inDATA_OACT_TRUST_FUND_FINANCIALCombined OASDI table presents hypothetical combined short-range position.2026-10-105Source R164_S003, IV.A3. Operational rule/publication relationship only.R164_R0029R164_E020evaluatesR164_E017Short-range adequacy standard considered for OASI projected ratios.2026-10-105Source R164_S003, IV.A. Operational rule/publication relationship only.R164_R0030R164_E020evaluatesR164_E018Short-range adequacy standard considered for DI projected ratios.2026-10-105Source R164_S003, IV.A. Operational rule/publication relationship only.R164_R0031R164_E020evaluatesR164_E019Combined ratio and reserves also evaluated under intermediate assumptions.2026-10-105Source R164_S003, IV.A. Operational rule/publication relationship only.R165_R0001R165_E001uses_evidenceR165_E002A properly attributed electronic writing may evidence written acknowledgment.2026-10-105Primary source R165_S001 section B-C. No implementation details beyond cited evidence inferred.R165_R0002R165_E001uses_mcs_screenR165_E003MCS DEPC qualifies conditionally with NH application on APPL or RMKS proof.2026-10-105Primary source R165_S001 section C.5. No implementation details beyond cited evidence inferred.R165_R0003R165_E003is_screen_inAPP_MCSDependent-children screen in Modernized Claims System.2026-10-105Primary source R165_S001 section C.5. No implementation details beyond cited evidence inferred.R165_R0004R165_E001may_use_appointment_evidenceR165_E004eLAS appointment shows NH initiated contact and named identifiable child.2026-10-105Primary source R165_S001 section G. No implementation details beyond cited evidence inferred.R165_R0005R165_E004documented_inAPP_ELASAppointment scheduling record can protect acknowledgment date.2026-10-105Primary source R165_S001 section G. No implementation details beyond cited evidence inferred.R165_R0006R165_E001governed_byR165_E005Acknowledgment date determines effective parent-child relationship absent earlier evidence.2026-10-105Primary source R165_S001 section F. No implementation details beyond cited evidence inferred.R165_R0007R165_E001requires_conflict_reviewR165_E006Conflicting parentage evidence must be resolved.2026-10-105Primary source R165_S001 section D-E. No implementation details beyond cited evidence inferred.R165_R0008R165_E006may_request_legal_opinion_fromORG_SSA_OGCUnresolved biological relationship may require an SSA legal opinion.2026-10-105Primary source R165_S001 section E. No implementation details beyond cited evidence inferred.R165_R0009R165_E001accepts_claimant_provided_tax_return_asR165_E007NH tax return naming child as dependent may serve as evidence.2026-10-105Primary source R165_S001 section C.4. No implementation details beyond cited evidence inferred.R165_R0010R165_E007subject_to_supply_restrictionR165_E009IRS/state tax office does not provide return copy directly to SSA for this evidence workflow.2026-10-105Primary source R165_S001 section C.4. No implementation details beyond cited evidence inferred.R165_R0011ORG_IRSdoes_not_routinely_send_tax_copy_forR165_E007Policy says IRS does not furnish tax-return copies to SSA under this specific written-acknowledgment evidence pathway.2026-10-105Primary source R165_S001 section C.4. No implementation details beyond cited evidence inferred.R165_R0012R165_E001can_referenceR165_E008Form SSA-2519 suggests sources of child-relationship proof.2026-10-105Primary source R165_S001 section C. No implementation details beyond cited evidence inferred.R165_R0013R165_E001can_use_eab_attributeDATA_NUMIDENT_EAB_PARENTAGEEAB Numident parentage data may support child relationship under conditions.2026-10-105Primary source R165_S001 section D. No implementation details beyond cited evidence inferred.R165_R0014R165_E001documents_review_inUI_MCS_RPOCMCS RPOC documents proof and adjudication when MCS screen used.2026-10-105Primary source R165_S001 section C.5. No implementation details beyond cited evidence inferred.R165_R0015R165_E006compares_parentage_onDATA_NUMIDENT_EAB_PARENTAGEEAB and birth-certificate parentage contradictions can trigger further development.2026-10-105Primary source R165_S001 section E. No implementation details beyond cited evidence inferred.R165_R0016R165_E001applies_later_iteration_checkR165_E013EAB parent-name field is reviewed against subsequent Numident iterations.2026-10-105Primary source R165_S001 section D. No implementation details beyond cited evidence inferred.R165_R0017R165_E010uses_policy_matrixR165_E011Jurisdiction and date of state law determine whether presumption is available.2026-10-105Primary source SRC_R56_011 section B.1. No implementation details beyond cited evidence inferred.R165_R0018R165_E010can_use_parent_informant_signatureR165_E012Signed informant name plus parent name on full birth certificate may establish acknowledgment.2026-10-105Primary source SRC_R56_011 section A.1.a. No implementation details beyond cited evidence inferred.R165_R0019R165_E010queries_parentage_evidenceDATA_NUMIDENT_EAB_PARENTAGESource of EAB parent name is state vital-record registration.2026-10-105Primary source SRC_R56_011 section A.2. No implementation details beyond cited evidence inferred.R165_R0020R165_E010requires_non_supersession_ruleR165_E013Later Numident iterations must not identify different parent under corresponding field.2026-10-105Primary source SRC_R56_011 section A.2. No implementation details beyond cited evidence inferred.R165_R0021R165_E011governsR165_E010Presumption requires state law consent or court order when paternal name entered.2026-10-105Primary source SRC_R56_011 section B. No implementation details beyond cited evidence inferred.R165_R0022ORG_STATE_BVSprovides_birth_registration_data_viaEX_EABState vital data including parent names transferred through Enumeration at Birth.2026-10-105Primary source SRC_R56_011 section A.2. No implementation details beyond cited evidence inferred.R165_R0023R165_E010may_establishR165_E001EAB parentage evidence may satisfy federal written-acknowledgment path if conditions hold.2026-10-105Primary source SRC_R56_011 section A. No implementation details beyond cited evidence inferred.R165_R0024R165_E011may_require_legal_opinion_fromORG_SSA_OGCWhen State rule or date cannot be determined, request legal opinion.2026-10-105Primary source SRC_R56_011 section B.2. No implementation details beyond cited evidence inferred.R165_R0025R165_E013examines_record_inSYS_NUMIDENTEAB FMC=6, MNA/FNA and subsequent iterations require review.2026-10-105Primary source SRC_R56_011 section A.2. No implementation details beyond cited evidence inferred.R165_R0026R165_E016accepts_certified_evidence_viaR165_E014Certified decree or support order as evidence of biological parentage.2026-10-105Primary source R165_S002 section B-C. No implementation details beyond cited evidence inferred.R165_R0027R165_E016subject_toR165_E015Post-death orders are excluded from the specific federal section 216(h)(3) court pathway.2026-10-105Primary source R165_S002 section A. No implementation details beyond cited evidence inferred.R165_R0028R165_E014files_intoREPO_NDREDCertified court order is faxed into NDRed using Evidence Portal.2026-10-105Primary source R165_S002 section C.1. No implementation details beyond cited evidence inferred.R165_R0029R165_E014uses_portalAPP_EPEvidence Portal supports transmission of certified court parentage evidence.2026-10-105Primary source R165_S002 section C.1. No implementation details beyond cited evidence inferred.R165_R0030R165_E016may_use_eab_presumptionR165_E010Qualifying EAB Numident or birth certificate may evidence court determination.2026-10-105Primary source R165_S002 section C.2. No implementation details beyond cited evidence inferred.R165_R0031R165_E016may_request_interpretation_fromORG_SSA_OGCQuestionable state order or legal ambiguity may require OGC opinion.2026-10-105Primary source R165_S002 section B. No implementation details beyond cited evidence inferred.R165_R0032R165_E016supports_determinationR165_E001Court-order pathway is an alternative 216(h)(3) parent-child relationship evidentiary basis.2026-10-105Primary source R165_S002 section A-C. No implementation details beyond cited evidence inferred.R165_R0033APP_TPS_BUYINenforces_identity_matching_gateR165_E017State buy-in accretion requires match to Health Insurance Master before Third-Party Master entry.2026-10-105Primary source R165_S003 section B. No implementation details beyond cited evidence inferred.R165_R0034R165_E017checksR120_E001Claim number and identifying attributes are matched to Health Insurance Master.2026-10-105Primary source R165_S003 section B. No implementation details beyond cited evidence inferred.R165_R0035R165_E017precedes_write_toR127_E022CMS only accretes state action to Third-Party Master after HI identity match.2026-10-105Primary source R165_S003 section B. No implementation details beyond cited evidence inferred.R165_R0036R165_E018provided_byORG_CMSCMS supplies monthly SSI accretion informational alerts to alert States.2026-10-105Primary source R165_S003 section A. No implementation details beyond cited evidence inferred.R165_R0037R165_E018sent_toORG_STATESAlert States use SSI accretion alerts to identify buy-in prospects.2026-10-105Primary source R165_S003 section A. No implementation details beyond cited evidence inferred.R165_R0038R165_E019provided_byORG_CMSCMS creates monthly SSI deletion alerts when SSI ends and buy-in is active.2026-10-105Primary source R165_S003 section C. No implementation details beyond cited evidence inferred.R165_R0039R165_E019sent_toORG_STATESAlert State receives deletion alert for buy-in consideration.2026-10-105Primary source R165_S003 section C. No implementation details beyond cited evidence inferred.R165_R0040APP_TPS_BUYINproduces_transaction_responseR165_E020Third-Party System provides accept/reject/interim response.2026-10-105Primary source R165_S003 section E. No implementation details beyond cited evidence inferred.R165_R0041R165_E020returned_toORG_STATESState receives transaction disposition for submitted action.2026-10-105Primary source R165_S003 section E. No implementation details beyond cited evidence inferred.R165_R0042R165_E020can_enterR165_E027Interim response may trigger investigation and paper fallback.2026-10-105Primary source R165_S003 section E. No implementation details beyond cited evidence inferred.R165_R0043APP_TPS_BUYINenforces_retroactive_limitR165_E021System limits retroactive State deletion to two months from month received.2026-10-105Primary source R165_S003 section D. No implementation details beyond cited evidence inferred.R165_R0044APP_TPS_BUYINadjusts_dates_underR165_E022System adjusts premature State buy-in start to Medicare entitlement date.2026-10-105Primary source R165_S003 section F. No implementation details beyond cited evidence inferred.R165_R0045R165_E022references_master_recordR120_E001System compares requested State buy-in effective date to HI Medicare entitlement.2026-10-105Primary source R165_S003 section F. No implementation details beyond cited evidence inferred.R165_R0046R165_E027may_produce_paper_disposition_toORG_STATESSome exceptional State transactions receive paper explanation instead of electronic response.2026-10-105Primary source R165_S003 section E. No implementation details beyond cited evidence inferred.R165_R0047R165_E023applies_toDATA_SAVE_QUERY_RESPONSEOnly single-character name difference with no other mismatches can be tolerated.2026-10-105Primary source SRC_R119_001 section C.5.b. No implementation details beyond cited evidence inferred.R165_R0048R165_E024constrains_display_ofDATA_SAVE_QUERY_RESPONSESSA SAVE screen does not display middle name or initial.2026-10-105Primary source SRC_R119_001 section C.5.b. No implementation details beyond cited evidence inferred.R165_R0049R165_E025applies_toDATA_SAVE_QUERY_RESPONSEAn SSN-only mismatch among otherwise matching fields does not require further action on that difference.2026-10-105Primary source SRC_R119_001 section C.5.b. No implementation details beyond cited evidence inferred.R165_R0050R165_E026requires_manual_verification_formFORM_G845Suspected fraudulent DHS document follows manual form verification; do not rely on online SAVE.2026-10-105Primary source SRC_R119_001 section C.3. No implementation details beyond cited evidence inferred.R165_R0051R165_E026precludes_using_online_result_as_proofSVC_SAVESuspected document fraud disallows SAVE query response as verification.2026-10-105Primary source SRC_R119_001 section C.3-C.4. No implementation details beyond cited evidence inferred.R165_R0052R165_E026may_refer_suspected_fraud_toORG_SSA_OIGSuspected fraud documentation may be forwarded for investigation.2026-10-105Primary source SRC_R119_001 section C.3. No implementation details beyond cited evidence inferred.R166_R0001R166_E001form_inAPP_EDCSElectronic 3367 captured inside EDCS.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0002R166_E002substitutes_when_excluded_fromR166_E001Paper 3367 used for EDCS-excluded cases.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0003R166_E005requires_completion_ofR166_E001Electronic 3367 completed before FO transfer for electronic cases.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0004R166_E005allows_paper_exclusion_formR166_E002Paper path for exclusions.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0005R166_E001capturesR166_E0033367 contains alleged onset information.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0006R166_E001capturesR166_E0043367 contains potential onset information.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0007R166_E003propagates_fromAPP_MCSWhen a Title II MCS claim exists, alleged onset originates with MCS.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0008R166_E003propagates_fromAPP_MSSICSWhen SSI MSSICS claim exists, alleged onset originates with MSSICS.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0009R166_E006corrects_at_sourceAPP_MCSCorrect MCS before repropagating AOD when applicable.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0010R166_E006corrects_at_sourceAPP_MSSICSCorrect MSSICS before repropagating AOD when applicable.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0011R166_E006repropagates_toAPP_EDCSAfter updating originating record, repropagate into EDCS.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0012R166_E007notifiesORG_DDSDDS notified through UAT after transfer; no unsupported delivery technology inferred.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0013R166_E007applies_toR166_E003Post transfer AOD change control.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0014R166_E008applies_toR166_E004Level-by-level Title II POD requirements.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0015R166_E009applies_toR166_E004Title XVI conditional POD requirement.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0016R166_E010recorded_onR166_E001NH and claimant may differ on an auxiliary benefit claim.2026-10-105Authoritative source R166_S001 section preamble / A.1.a-c; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0017R166_E011populatesR166_E001Prior CEF filing information automatically appears when EDCS establishes new initial CEF.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0018R166_E011reuses_history_fromREPO_CEFSource is previous certified folder filing history; does not make CEF the only identity source.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0019R166_E012stored_onR166_E001Prior claim decision metadata recorded on 3367.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0020R166_E012captures_number_holder_historyR166_E010Prior claim SSNs are tracked separately from present claim identity; no automatic identity merge.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0021R166_E013alertsORG_DDSFO informs DDS of prior period terminated for failure to cooperate.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0022R166_E013documents_onR166_E001Prior termination flag belongs in 3367 case remarks.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0023R166_E014controlsR166_E003Resolve competing alleged onset dates before onward development.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0024R166_E014documented_onR166_E001Reconciliation explanation entered in remarks.2026-10-105Authoritative source R166_S001 section A.1.b / A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0025R166_E015screen_ofAPP_EDCSEDCS prior filing page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0026R166_E015capturesR166_E012Prior claim metadata entered through EDCS page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0027R166_E016screen_ofAPP_EDCSEDCS onset page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0028R166_E016capturesR166_E004POD and reason entered on onset page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0029R166_E016displaysR166_E003AOD displayed on onset page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0030R166_E017screen_ofAPP_EDCSEDCS presumptive SSI page.2026-10-104Authoritative source R166_S003 section A.1-A.3; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0031R166_E018performsPROC_FEE_AGREEMENT_ADMIN_REVIEWILQR responsible for favorable hearings/AC cases.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0032R166_E019uses_electronic_folderAPP_EVIEWUpload administrative-review request to B section of eView when eView exists.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0033R166_E019uses_nonmedical_folderAPP_ENMMay use ENM B section if eView record absent and ENM exists.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0034R166_E020stored_inAPP_EVIEWNotice of review placed in eView section B for electronic record.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0035R166_E021governs_disclosure_ofR166_E020Limit copies to third parties: redact protected address and identifying information.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0036R166_E021applies_toDATA_MBR_MAILING_ADDRESSMailing addresses of claimant/auxiliary are PII; this is disclosure control, not automated MBR lookup.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0037R166_E022triggered_byR166_E020HALLEX says decision upload to eView triggers alert.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0038R166_E022usesAPP_EDCSEDCS implicated in documented alert to FO/PC; implementation mechanism unverified.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0039R166_E022usesAPP_EPEP implicated in documented notification; physical messaging mechanism unverified.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0040R166_E023fallback_forR166_E020Use PC mailbox and paper-file path when eView upload unavailable.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0041R166_E024controlsPROC_FEE_AGREEMENT_ADMIN_REVIEWWork diary and evidence comment windows.2026-10-105Authoritative source R166_S002 section A / C / D / F; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0042R166_E025may_be_stored_inREPO_NDREDStore capability medical evidence under beneficiary claim number; EP may perform upload.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0043R166_E025may_be_stored_inAPP_EVIEWAlternatively evidence in eView under BOAN; exact record location differs by route.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0044R166_E025uploaded_viaAPP_EPEvidence Portal used to place capability evidence into NDRed/eView.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0045R166_E025pertains_toAPP_ERPSeRPS case documentation may reference where evidence is stored; not proof eRPS stores medical source files.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0046R166_E026documented_inAPP_ERPSUse eRPS Beneficiary Details RPOC if a payee application/case exists.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0047R166_E026applies_toR166_E025Authenticity questions require medical-source contact.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0048R166_E027considersR166_E025FO assesses medical plus lay evidence, DDS opinions do not themselves decide payee capability.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0049R166_E027receives_opinion_fromORG_DDSDDS may give evidence opinion on specified disability determination forms.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0050R166_E028governsR166_E025Recency conditions apply to medical-evidence development.2026-10-105Authoritative source SRC006 section A.2 / A.5 / A.8; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0051R166_E029operates_inAPP_EVIEWeView case selection supports number holder and claimant SSN.2026-10-105Authoritative source SRC018 section A / B; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0052R166_E029applies_toR166_E010Claimant identity and NH identity handled separately in auxiliary cases.2026-10-105Authoritative source SRC018 section A / B; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0053R166_E030operates_inAPP_EVIEWUnique EDCS folder number selects specific disability case.2026-10-105Authoritative source SRC018 section A / B; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R166_R0054R166_E030referencesREPO_CEFSearch opens case folder record by unique key. No physical-index technology asserted.2026-10-105Authoritative source SRC018 section A / B; observed 2026-10-10. Direction is evidence-backed, not a claim about undocumented transport, persistence, or synchronization.R167_R0001R167_E001requires_manual_adjudication_inAPP_MCSIEDS is MCS earnings-computation exception; manual route required.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0002R167_E001uses_manual_transactionWF_A101A101 process used for IEDS adjudication.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0003R167_E002submitted_throughAPP_EPSSA-1 unsigned number holder information faxed through Evidence Portal.2026-10-105Source R167_S001 section B.2. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0004R167_E002preserves_inREPO_NDREDOriginal SSA-1 intake evidence held in NDRed; paper discarded after verifying electronic receipt.2026-10-105Source R167_S001 section B.2. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0005R167_E003restricts_disclosure_duringR167_E004Neither former spouse whereabouts may be disclosed to the other party while investigating address leads.2026-10-105Source R167_S001 section B.4. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0006R167_E004supports_identity_developmentR167_E008Employer may be contacted for nonfiling number holder address only if worked there within previous five years.2026-10-105Source R167_S001 section B.4.b. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0007R167_E005queriesAPP_ICERSICERS certified E/R determines insured status and PIA.2026-10-105Source R167_S001 section B.5. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0008R167_E006processed_usingAPP_MCSAllowed IEDS claim entered through MCS auxiliary-claim process.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0009R167_E006requiresWF_A101A101 manually effects DOFA decision and records special remarks.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0010R167_E006routed_for_manual_processingAPP_MADCAPA101 remarks instruct payment center MADCAP processing.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0011R167_E006implementsR167_E001Special IEDS MCS earnings-computation exclusion is handled through manual A101/MADCAP.2026-10-105Source R167_S001 section B.6. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0012R167_E007is_exception_afterR167_E006Nonfiling number holder death can cause manual conversion from IEDS to surviving divorced spouse payment.2026-10-105Source R167_S001 section B.5.f. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0013R167_E008supportsR167_E002Number holder SSN, age, or material disability evidence developed for IEDS claim.2026-10-105Source R167_S001 section B.1-B.4. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0014R167_E008may_rely_onR167_E005NH earnings and certified record needed for insured-status determination.2026-10-105Source R167_S001 section B.5. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0015R167_E009posts_or_updatesSYS_SSRVA/SSR interface can post qualifying veteran, survivor, and dependent VA benefits to SSR in posteligibility.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0016R167_E009records_provenance_usingR167_E010SSR unearned-income verification codes 2, 3 or 4 signal VA/SSR interface posting.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0017R167_E010stored_inSYS_SSRVerification indicator follows VA claim number in SSR unearned income record.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0018R167_E011governs_processing_ofR167_E009Dependent attribution governs VA/SSR interface eligible portions.2026-10-105Source R167_S003 section C/E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0019R167_E012updates_when_interface_missingSYS_SSRField office manually inputs VA income only if VA/SSR interface has not posted requisite payment.2026-10-105Source R167_S003 section E/F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0020R167_E012is_exception_toR167_E009Automatic SSA VA/SSR interface posting not guaranteed for all dependent portions.2026-10-105Source R167_S003 section E/F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0021R167_E012documents_viaR167_E013SSI pending cases use Veterans Affairs Payment page for manual inputs.2026-10-105Source R167_S003 section F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0022R167_E013is_interface_ofAPP_SSI_CLAIMS_LOGICALVeterans Affairs Payment page in SSI claims system.2026-10-105Source R167_S003 section F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0023R167_E014encoded_inSYS_SSRPCOC D follows claim number for certain manual dependent VA entries.2026-10-105Source R167_S003 section F.2/F.3. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0024R167_E015requests_income_verification_forR167_E011SSA-L1103-U3 verifies applicable VA income for all months under review.2026-10-105Source R167_S003 section D/E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0025R167_E016limits_new_apportionment_underR167_E011VA no longer generally awards new needs-based apportionments after 2026-02-09; narrow exceptions.2026-10-105Source R167_S003 section B.2. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0026R167_E017excludes_unapportioned_income_fromSYS_SSRAbsent dependent VA portion without direct apportionment should not be recorded as that dependent SSI VA income.2026-10-105Source R167_S003 section E/F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0027R167_E017is_qualified_byR167_E021Residence and VA direct payment determine applicable income attribution.2026-10-105Source R167_S003 section E/F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0028R167_E018requires_review_onSYS_SSRResolve SSR VA income interface alerts, diaries and rejects.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0029R167_E018tracks_exception_ofR167_E009VA interface missing post or rejection requires manual investigation.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0030R167_E019reviews_record_onSYS_SSRMissing January dependent VA COLA prompts verification.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0031R167_E019may_invokeR167_E015Missing VA COLA information verified using SSA-L1103-U3.2026-10-105Source R167_S003 section E. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0032R167_E020coded_onSYS_SSRNeed-based and non-need based VA income posted with separate SSI unearned income types C/E.2026-10-105Source R167_S003 section F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0033R167_E020may_useR167_E014Dependent SSI VA type C/E entries include PCOC D.2026-10-105Source R167_S003 section F.2/F.3. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0034R167_E021determinesR167_E017Absent dependent and direct VA apportionment controls whether SSI counts VA augmented portion.2026-10-105Source R167_S003 section E/F. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0035R167_E022issues_throughAPP_TPPSField office EAP/IP issued through TPPS.2026-10-105Source R167_S002 section A. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0036R167_E022uses_payment_instrumentPAY_USDCUS Debit Card is issuance instrument effective 2026-02-09.2026-10-105Source R167_S002 section A. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0037R167_E023may_require_presumptive_development_byORG_DDSFor emergency where FO cannot establish PD/PB, DDS may develop presumptive finding.2026-10-105Source R167_S002 section B.1.a. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0038R167_E024applies_toR167_E023Recovery terms follow emergency advance against future SSI payments.2026-10-105Source R167_S002 section B.1.d. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0039R167_E025requires_benefit_calculation_forSYS_MBRConcurrent Title II/IP allocation considers Title II amount after windfall offset, not raw unadjusted amount.2026-10-105Source R167_S002 section B.2.c. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0040R167_E025requires_benefit_calculation_forSYS_SSRConcurrent program allocation considers Title XVI eligible amount after windfall offset.2026-10-105Source R167_S002 section B.2.c. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0041R167_E026constrains_initial_claim_payment_inAPP_TPPSSSI IP cannot be issued for initial claim without valid SSN; use EAP when criteria allow.2026-10-105Source R167_S002 section B.2.b. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0042R167_E027governsR167_E025Title XVI IP amounts are recovered from first following regular SSI payment.2026-10-105Source R167_S002 section B.2.e. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0043R167_E028capsR167_E025IP limit $2,000 Title XVI only, $5,000 concurrent benefits.2026-10-105Source R167_S002 section B.2/C. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0044R167_E029published_as_section_ofREPORT_STAT_SUPP_20262026 Annual Statistical Supplement section 5.J1.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0045R167_E030published_as_section_ofREPORT_STAT_SUPP_20262026 Annual Statistical Supplement section 5.J2.2026-10-105Source R167_S004 section Table 5.J2. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0046R167_E029derived_fromSYS_MBRStatistical 2025 benefit estimates are sourced to 100 percent MBR data.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0047R167_E030derived_fromSYS_MBRDecember 2025 OASDI beneficiary counts use 100 percent MBR.2026-10-105Source R167_S004 section Table 5.J2. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0048R167_E031is_caveat_onR167_E0295.J1 excludes lump-sum death and does not deduct unnegotiated checks.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0049R167_E032contributes_provenance_toR167_E029USPS geographic data and MBR source credited for 5.J1 aggregate state tables.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0050R167_E032uses_geographic_reference_fromORG_USPS2026 5.J source credits USPS geographic reference data, without identifying particular USPS ZIP+4 or other file.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R167_R0051R167_E032uses_master_recordSYS_MBRTable references MBR 100-percent beneficiary data for state geography, not a direct master-address update.2026-10-105Source R167_S004 section Table 5.J1. Verified 2026-10-10; edge describes administrative/published relationship only.R168_R0001R168_E001provides_ssn_name_control_updates_forR168_E002IRS internal taxpayer name-control validation2026-10-104Transport described historically as tapes, current transport unverified.R168_R0002R168_E001received_into_existing_tax_validation_environmentDB_IRS_NAP_DM1SSA -> IRS DM-1 matching2026-10-104Existing catalog NAP-DM1 name requires reconciliation.R168_R0003DB_IRS_NAP_DM1supportsR168_E002IRS name-control verification2026-10-105R168_R0004R168_E002classifies_tax_transactions_intoR168_E003IRS IMF processing2026-10-105R168_R0005R168_E003logical_segment_ofDB_IRS_IMFIRS account validity2026-10-105R168_R0006R168_E004includes_existing_dm1_referenceDB_IRS_NAP_DM1IRS taxpayer validation sources2026-10-104Existing combined canonical name DB_IRS_NAP_DM1 requires future reconciliation.R168_R0007R168_E004supplies_taxpayer_entity_information_toDB_IRS_IMFIRS IMF taxpayer records2026-10-105R168_R0008R168_E002applies_name_control_rules_fromR168_E010IRS processing2026-10-105R168_R0009R168_E010governs_tin_name_matching_toR168_E003IRS IMF segment selection2026-10-105R168_R0010R168_E005entersR168_E006IRS Statement-related address requests2026-10-105R168_R0011R168_E006requiresR168_E029IRS active-account screening2026-10-105R168_R0012R168_E006may_update_active_account_address_inDB_IRS_IMFIRS tax account address update2026-10-105No SSA MBR SSR Numident update asserted.R168_R0013R168_E005may_be_archived_inR168_E007IRS entity-case document handling2026-10-105R168_R0014R168_E030limits_retention_inR168_E007IRS address request records2026-10-105R168_R0015R168_E008submits_primary_taxpayer_address_update_toDB_IRS_IMFIRS address maintenance2026-10-105R168_R0016R168_E008can_invokeR168_E009IRS spouse address handling2026-10-105R168_R0017R168_E009conditionally_updates_secondary_address_inDB_IRS_IMFIRS joint filers only2026-10-105R168_R0018R168_E006relates_to_statement_address_flow_inAPP_PEBESPurpose-limited Statement address usage2026-10-104Context link only, do not equate address update with PEBES database refresh.R168_R0019R168_E011is_verification_state_onSYS_SSRSSI monthly wages2026-10-105R168_R0020R168_E011applies_to_wage_entry_inUI_SSI_WAGES_PAGESSI wage reporting2026-10-105R168_R0021R168_E012governs_evidence_fromEX_IBIQState wage query development2026-10-105R168_R0022R168_E012governs_evidence_fromDB_NDNHNDNH wage query development2026-10-105R168_R0023R168_E012governs_evidence_fromEX_SASROState records wage development2026-10-105R168_R0024R168_E012governs_evidence_fromAPP_ITOPSSTicket work wage query development2026-10-105R168_R0025R168_E013restricts_query_printout_intake_atAPP_EPRestricted wage query evidence2026-10-105R168_R0026R168_E013applies_to_queries_fromDB_NDNHRestricted OCSE query data2026-10-105R168_R0027R168_E014computes_monthly_wages_forSYS_SSRSSI resource and income processing2026-10-105R168_R0028R168_E014may_use_annual_total_fromSYS_MEFSecondary MEF data source2026-10-105R168_R0029R168_E015documented_usingFORM_SSA5002SSI wages evidence development2026-10-105R168_R0030R168_E015may_store_corresponding_evidence_inAPP_EPSSI wages evidence retention2026-10-105R168_R0031R168_E016processed_usingAPP_SSIMWVSSI wage reporting receipts2026-10-105R168_R0032R168_E016receipt_archived_byAPP_ORSElectronic receipt archive2026-10-105R168_R0033R168_E016alternative_evidence_storage_inAPP_EPWage evidence collection2026-10-105R168_R0034SYS_SSRcontains_recurring_bank_account_attributeR168_E017SSI DRDP recurring deposits2026-10-105R168_R0035R168_E018compares_dedicated_account_againstR168_E017A-OTP processing2026-10-105R168_R0036R168_E018rejects_conflicting_attempt_inPROC_AOTPSSI dedicated underpayments2026-10-105R168_R0037R168_E020launchesR168_E019Direct SSR Update menu navigation2026-10-105R168_R0038R168_E019submits_payment_throughPROC_AOTPDedicated account disbursement2026-10-105R168_R0039R168_E019does_not_change_regular_deposit_data_inR168_E017Recurring vs dedicated separation2026-10-105R168_R0040R168_E021alerts_office_about_required_separate_payment_inR168_E019SSI work management2026-10-104Indirect operational process relation, not software integration.R168_R0041R168_E022governsPROC_SSI_IAR_UNDERPAYMENT_HOLDTitle XVI underpayment sequence2026-10-105R168_R0042R168_E022precedes_dedicated_account_payment_viaPROC_AOTPSSI payment scheduling2026-10-105R168_R0043R168_E023statistical_input_toPROC_OACT_MORTALITY_PROJ2026 Trustee mortality assumptions2026-10-105R168_R0044ORG_NCHSpublishes_statistical_source_used_byR168_E023Mortality data publication2026-10-105R168_R0045R168_E024statistical_input_toPROC_OACT_MORTALITY_PROJ2026 Trustee age-65-plus mortality method2026-10-105R168_R0046ORG_CMSis_agency_associated_withR168_E024Medicare program source2026-10-104R168_R0047ORG_CENSUSpublishes_input_represented_byR168_E025Trustees Census population baseline2026-10-105R168_R0048R168_E025statistical_input_toMODEL_OACT_POPULATIONActuarial demographic projections2026-10-105R168_R0049ORG_DHSpublishes_data_source_forR168_E0262026 Trustees immigration assumptions2026-10-105R168_R0050R168_E026supports_assumption_revision_forPROC_OACT_IMMIGRATION_PROJ2026 immigration projection2026-10-105R168_R0051R168_E027governs_historical_series_inPROC_OACT_MORTALITY_PROJ2026 mortality regression procedure2026-10-105R168_R0052R168_E027applies_toR168_E023NCHS mortality historical regression inputs2026-10-105R168_R0053R168_E028applies_toMODEL_OACT_LABOR_FORCE2026 75+ workforce calibration2026-10-105R169_R0001ORG_RRBrefers_disability_applicationR169_E0001RRB sends nonvested railroad worker disability claim to SSA FO when service threshold not met.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0002R169_E0001routed_toORG_SSA_FIELD_OFFICESSSA field office handles RRB nonvested disability referral.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0003ORG_RRBmakes_qualifying_joint_freeze_determinationR169_E0002RRB produces joint freeze decision when possible RSDI entitlement exists.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0004R169_E0002documented_inR169_E0003Two decision copies of SSA-831 sent to DCR Branch 2A.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0005R169_E0003received_byORG_DCRDCR Branch 2A receives decision copies.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0006R169_E0003one_copy_scanned_intoAPP_PPCOne SSA-831 copy enters DCR PPC paperless system, not an asserted automated source interface.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0007R169_E0003other_copy_used_asR169_E0004Second determination copy used for statistical and coding activities.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0008R169_E0002may_generate_unfiled_claims_leadR169_E0005DCR flags potential DIB entitlement when no DIB claim filed.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0009R169_E0005forwarded_toORG_SSA_FIELD_OFFICESServicing FO contacts number holder and explores new application.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0010R169_E0005triggers_eligibility_screenR169_E0006Referral also instructs FO to screen SSI eligibility.2026-10-105Source R169_S001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0011APP_SSI_CLAIMS_LOGICALrequires_prequery_identity_statementR169_E0007NHRP request requires own allegations, Privacy Act notice, and open claim event.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0012R169_E0007governs_requests_onR169_E0008Each claimant, recipient or qualified deemor answers own real-property questions before request.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0013APP_CCEnavigates_toR169_E0008CCE Claims Actions page links to NHRP request selection for the associated SSI claim.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0014APP_NHRPsurfaces_requests_throughR169_E0008NHRP electronic search is integrated in SSI Claims system; request response typically seconds.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0015SVC_LEXISNEXIS_ACCURINTprovides_third_party_leads_toR169_E0010Search result is a third-party report subject to independent review; it is not an authoritative ownership determination.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0016R169_E0008generates_candidate_property_informationR169_E0010NHRP result includes action required and pending candidate properties.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0017R169_E0010presented_for_review_onR169_E0009Pending Real Properties candidate is evaluated before acceptance or rejection.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0018R169_E0009requires_disposition_underR169_E0011Add, Update, Reject, or Decide Later based on evidence; unresolved property prevents closeout.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0019R169_E0009exposes_prior_address_comparisonR169_E0012Prior rejected property addresses are recognized when address exactly matches for this SSN.2026-10-105Source SRC_R50_007; Property address, not current beneficiary mailing/residential address.R169_R0020R169_E0013requires_search_viaR169_E0008Only specified SSI claim/reopening/redetermination events require integrated electronic NHRP search.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0021R169_E0010subject_to_independent_verificationR169_E0011Third-party search result must not be used alone to infer resource ownership or value.2026-10-105Source SRC_R50_007; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0022PROC_ANOMALOUS_WAGE_REVIEWmay_hold_without_postingR169_E0014Suspect W-2 data not posted while SSA investigates anomaly.2026-10-105Source SRC133; Unposted pending investigation; no queue implementation specified.R169_R0023R169_E0014safeguardsAPP_EWRWage-report submission processing can be held when accuracy is in doubt.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0024DOC_WAGE_INVESTIGATIVE_NOTICEcontrols_initial_response_byR169_E0015First investigative notice identifies WFID, EIN and tax year; first response and extension periods.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0025DATA_WFIDidentifies_held_reports_inR169_E0014Investigative notices identify affected submissions by Wage File Identifier.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0026R169_E0015may_escalate_toR169_E0016SSA sends second investigative notice when first corrective response does not resolve anomalies.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0027R169_E0016may_end_in_rejection_ofR169_E0014SSA may reject suspect report after unresolved second investigative notice.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0028PROC_ANOMALOUS_WAGE_REVIEWapplies_account_affiliation_controlR169_E0017Noncompliant submitter suspension may extend to related accounts by filer/EIN/contact.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0029R169_E0017distinguishes_access_impacts_throughR169_E0020Suspension of filing and BSO credential deactivation impose different access consequences.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0030PLAT_BSOsubject_to_submission_and_credential_controlsR169_E0020BSO permissions and credential controls described in POMS.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0031R169_E0018reviews_suspension_underR169_E0017Wage service access suspension appeal, ten-day submitter and 30-day SSA clocks.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0032PROC_ANOMALOUS_WAGE_REVIEWrequires_supporting_document_reviewR169_E0019SSA validates employer/tax support before processing anomalous wage reports.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0033R169_E0019may_release_held_wage_reportR169_E0014Verified legitimate reports can be released from anomalous hold.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0034R169_E0017may_affectDATA_SUSPENDED_3P_SUBMITTERSSSA may notify affected parties or publish names of final suspended third-party submitters.2026-10-105Source SRC133; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0035R169_E0021required_beforeR169_E0022Title II erroneous payment suspension/termination follows notice, response and any reopening conditions.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0036R169_E0021required_beforeR169_E0023SSI adverse correction requires Goldberg Kelly due-process notice and manual exception handling.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0037R169_E0022initiated_withAPP_MDW_AIHigh-priority MDW to PC for Title II S9 to T9 termination or appropriate code.2026-10-105Source R169_S002; MDW is workflow request, does not itself guarantee PC changed the MBR.R169_R0038R169_E0022targets_payment_state_onSYS_MBRAuthorized Title II post-entitlement suspense/termination after correction.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0039R169_E0023targets_payment_status_onSYS_SSRManual Title XVI SSI record nonpayment status and explanatory special message.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0040PROC_MANUAL_FSTOPmay_supportR169_E0024SSI wrong-bank-account scenario calls for F-stop and record notes.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0041R169_E0024may_create_debtor_case_inAPP_DMSNon-returned wrong-recipient payment may require non-entitled debtor DMS case.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0042R169_E0024uses_non_entitled_debtor_functionAPP_NEDDMS NED record for some non-claimant payment recovery circumstances.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0043R169_E0024requires_processing_center_referralAPP_MDW_AITitle II priority MDW escalates to PC evaluation of recovery/stop action.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0044R169_E0025routes_medical_review_throughAPP_DCPSMedical CDR goes to DDS if reopening barred; this is business workflow not direct system interface.2026-10-104Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0045R169_E0026governs_notice_forR169_E0021Different adverse determination types generally require their own appeal-right explanations.2026-10-105Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0046R169_E0021precedes_debt_assessment_if_applicableR169_E0024Error finding, due process, correction and debt evaluation are separate decisions.2026-10-104Source R169_S002; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0047REPO_CEFmust_be_accessible_beforeR169_E0027Locally imaged paper document verified visible in CEF before local destruction.2026-10-105Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0048R169_E0027governs_local_document_handling_forAPP_DCPSDDS scan then confirm image before disposal; DCPS is DDS case processing context, not scanning mechanism.2026-10-104Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0049R169_E0028stores_interpretation_inREPO_CEFOriginal films returned; associated interpretation report scanned into case evidence.2026-10-105Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0050ORG_SSA_FIELD_OFFICESmay_fax_critical_case_evidence_usingR169_E0029FO direct CEF fax permitted for TERI, QDD, CAL, PD and special critical cases.2026-10-105Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0051R169_E0029indexes_received_evidence_inREPO_CEFScanned/faxed medical evidence enters claim electronic folder using barcode controls.2026-10-105Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0052R169_E0029annotates_route_withAPP_EDCSEDCS routing form marked that scanned/faxed documents follow.2026-10-105Source SRC408; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0053PROC_CAPhas_standard_modelR169_E0030Standard CAP joint SSI-SNAP intake through SSA for participating jurisdictions.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0054PROC_CAPhas_modified_modelR169_E0031Modified CAP state-led outreach from existing SDX feeds.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0055ORG_SSA_FIELD_OFFICESperforms_standard_cap_intakeR169_E0030SSA service delivery for Standard CAP, not necessarily any automated SNAP eligibility adjudication.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0056EX_SDXsupports_state_snap_outreach_forR169_E0031Modified CAP partners leverage already supplied SDX SSI data to identify potential SNAP participants.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0057R169_E0030subject_to_state_specific_criteriaR169_E0032Standard CAP participation and application criteria are state-program-specific.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0058R169_E0031subject_to_state_specific_criteriaR169_E0032Modified CAP participation and application criteria are state-program-specific.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0059ORG_USDA_FNSfederal_program_partner_forPROC_CAPSSA, States and FNS CAP partnership described in current POMS.2026-10-105Source SRC_R89_001; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0060R169_E0033requires_case_specific_representation_reconciliation_inAPP_RASRConsolidated proceedings retain valid appointments across old and new claims; RASR case key limitation requires case-specific handling.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0061R169_E0033requires_claimant_principal_selectionR127_E018Principal representative chosen by claimant, most recent temporarily if unreachable.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0062R169_E0034applies_to_new_claim_representative_formSVC_E1696A separate SSA-1696 is required for appointment on subsequent claim.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0063R169_E0034prevents_automatic_rep_import_byAPP_RASRPrior case representative is not automatically appointed on subsequent application.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0064R169_E0035controls_invalid_form_processing_inAPP_RASRInvalid SSA-1696 not accepted and destroyed per policy; absence of representation not proof of physical form retention.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R169_R0065R169_E0035requires_identification_ofSVC_E1696Missing party identifiers or signature triggers rejection and permitted notice/disposal process.2026-10-105Source SRC409; Administrative/policy relationship only, not a claim about a particular automated interface.R170_REL0001R170_E006proposed_consolidation_ofR170_E001Historical NGTP procurement combined HTS into new unified telephony requirement.2018-08-285Historical NGTP procurement combined HTS into new unified telephony requirement.R170_REL0002R170_E006proposed_consolidation_ofR170_E002Historical NGTP procurement combined TSRP agency field office telephone and fax systems.2018-08-285Historical NGTP procurement combined TSRP agency field office telephone and fax systems.R170_REL0003R170_E006proposed_consolidation_ofSVC_NATIONAL_800Historical NGTP procurement combined National 800 Number platform into the proposed solution.2018-08-285Historical NGTP procurement combined National 800 Number platform into the proposed solution.R170_REL0004R170_E006defined_requirements_forPLAT_NGTPGAO identifies original RFP number, issue date, intended NGTP unified communications features.2018-08-285GAO identifies original RFP number, issue date, intended NGTP unified communications features.R170_REL0005NET_SSANETwas_planned_network_foundation_forPLAT_NGTP2018 NGTP solicitation described SSANet as government-furnished enterprise network foundation; this is a 2020 sourcing of 2018 design, not a current d2018-08-2852018 NGTP solicitation described SSANet as government-furnished enterprise network foundation; this is a 2020 sourcing of 2018 design, not a current deployment claim.R170_REL0006R170_E004awarded_toORG_VERIZONSeparate 2019 GSA EIS network task order to Verizon, not the NGTP system development award.2019-09-275Separate 2019 GSA EIS network task order to Verizon, not the NGTP system development award.R170_REL0007R170_E005awarded_toR170_E003CenturyLink held the second 2019 EIS SSANet network-support task order.2019-09-275CenturyLink held the second 2019 EIS SSANet network-support task order.R170_REL0008R170_E004supportedNET_SSANETVerizon 2019 enterprise network support task order; historical.2019-09-275Verizon 2019 enterprise network support task order; historical.R170_REL0009R170_E005supportedNET_SSANETCenturyLink 2019 enterprise network support task order; historical.2019-09-275CenturyLink 2019 enterprise network support task order; historical.R170_REL0010R170_E004issued_underVEH_GSA_EIS2019 task order sourced under GSA Enterprise Infrastructure Solutions IDIQ.2019-09-2752019 task order sourced under GSA Enterprise Infrastructure Solutions IDIQ.R170_REL0011R170_E005issued_underVEH_GSA_EIS2019 task order sourced under GSA Enterprise Infrastructure Solutions IDIQ.2019-09-2752019 task order sourced under GSA Enterprise Infrastructure Solutions IDIQ.R170_REL0012R170_E008requirement_inR170_E006Continuous systems engineering and WAN fault advice explicitly required by NGTP solicitation.2018-08-285Continuous systems engineering and WAN fault advice explicitly required by NGTP solicitation.R170_REL0013R170_E008required_assessment_ofNET_SSANETNGTP contractor obligated to assess agency-provided WAN network quality in support of NGTP; not evidence of direct operational control.2018-08-285NGTP contractor obligated to assess agency-provided WAN network quality in support of NGTP; not evidence of direct operational control.R170_REL0014R170_E007concerned_oversight_ofR170_E004GAO found potential impaired objectivity when Verizon NGTP contractor would advise on the SSANet provided under its separate task order.2020-07-025GAO found potential impaired objectivity when Verizon NGTP contractor would advise on the SSANet provided under its separate task order.R170_REL0015R170_E007related_to_contractCON_NGTP_VERIZONGAO sustained 2020 award protest on OCI assessment, not on source-code or platform fault.2020-07-025GAO sustained 2020 award protest on OCI assessment, not on source-code or platform fault.R170_REL0016R170_E009evaluated_inR170_E006Section 508 compliance was the first-phase procurement evaluation gate.2018-08-285Section 508 compliance was the first-phase procurement evaluation gate.R170_REL0017R170_E010documents_legacy_usage_ofR170_E001Solicitation cites annual HTS service volume >14 million calls.2018-08-285Solicitation cites annual HTS service volume >14 million calls.R170_REL0018R170_E010documents_legacy_usage_ofR170_E002Solicitation cites TSRP annual >90 million calls and >30 million faxes.2018-08-285Solicitation cites TSRP annual >90 million calls and >30 million faxes.R170_REL0019R170_E010documents_legacy_usage_ofSVC_NATIONAL_800Solicitation cites N8NN annual >80 million calls.2018-08-285Solicitation cites N8NN annual >80 million calls.R170_REL0020ORG_ATTfiled_protest_related_toR170_E007AT&T 2020 protest resulted in GAO decision sustaining the organizational conflict of interest challenge.2020-07-025AT&T 2020 protest resulted in GAO decision sustaining the organizational conflict of interest challenge.R170_REL0021R170_E011supplies_extended_death_coverage_toSVC_DNPPilot expands DNP access to the full SSA Death Master File including state-supplied reports; pilot boundary and permitted uses apply.2026-02-125Pilot expands DNP access to the full SSA Death Master File including state-supplied reports; pilot boundary and permitted uses apply.R170_REL0022DATA_DMFwas_made_available_underR170_E011Three-year Treasury pilot uses full DMF rather than limited public version.2026-02-125Three-year Treasury pilot uses full DMF rather than limited public version.R170_REL0023R170_E012governs_acquisition_ofDATA_DMFSSA uses state death-record agreements as an input to broader SSA death data holdings; state-provided portion only, not all DMF content.2026-02-124SSA uses state death-record agreements as an input to broader SSA death data holdings; state-provided portion only, not all DMF content.R170_REL0024R170_E013applies_toR170_E012SSA allocates costs for contracted state death records across agencies under cost-sharing obligations.2026-02-125SSA allocates costs for contracted state death records across agencies under cost-sharing obligations.R170_REL0025R170_E013applies_toR170_E011GAO examined how SSA allocates shared state death-record costs when Treasury and other agencies use the full death file.2026-02-124GAO examined how SSA allocates shared state death-record costs when Treasury and other agencies use the full death file.R170_REL0026R170_E014reports_benefits_ofR170_E011Treasury first-year 2024 pilot benefit figures, not independently audited SSA benefits.2026-02-125Treasury first-year 2024 pilot benefit figures, not independently audited SSA benefits.R170_REL0027R170_E015recommends_changes_toR170_E013GAO recommended revising SSA multiagency cost allocation using relevant source-data costs.2026-02-125GAO recommended revising SSA multiagency cost allocation using relevant source-data costs.R170_REL0028R170_E015recommends_changes_toR170_E012GAO recommended documenting statute-authorized costs and examining renegotiation of state death data fee schedules.2026-02-125GAO recommended documenting statute-authorized costs and examining renegotiation of state death data fee schedules.R170_REL0029R170_E016refers_documents_usingAPP_WORKTRACKDDS faxes new or updated SSA-1696 into WorkTrack for FO processing; manual referral with AR documented.2025-05-065DDS faxes new or updated SSA-1696 into WorkTrack for FO processing; manual referral with AR documented.R170_REL0030R170_E016refers_processing_toORG_SSA_FIELD_OFFICESDDS cannot adjudicate representative appointment; FO reviews and processes appointment.2025-05-065DDS cannot adjudicate representative appointment; FO reviews and processes appointment.R170_REL0031R170_E017propagates_authorization_fromAPP_RASRFO confirms representative appointment in RASR before EDCS propagation.2025-05-065FO confirms representative appointment in RASR before EDCS propagation.R170_REL0032R170_E017propagates_authorization_intoAPP_EDCSPOMS expressly states FO ensures RASR appointment information propagates to EDCS.2025-05-065POMS expressly states FO ensures RASR appointment information propagates to EDCS.R170_REL0033APP_RASRpropagates_appointment_data_toAPP_EDCSPOMS DI 31001.001B.1 FO ensures RASR representative appointment information propagates to EDCS.2025-05-065POMS DI 31001.001B.1 FO ensures RASR representative appointment information propagates to EDCS.R170_REL0034APP_EDCScreates_representation_uat_forAPP_DCPSEDCS flags produce Update After Transfer to DCPS when representative appointment flags must update.2025-05-065EDCS flags produce Update After Transfer to DCPS when representative appointment flags must update.R170_REL0035R170_E018prevents_unverified_update_ofAPP_DCPSDDS cannot change contact data provided only by representative before independent claimant verification.2025-05-065DDS cannot change contact data provided only by representative before independent claimant verification.R170_REL0036R170_E019updates_claimant_contact_inAPP_DCPSDDS updates case-development contact after independent claimant verification.2025-05-065DDS updates case-development contact after independent claimant verification.R170_REL0037R170_E019requests_fo_update_inAPP_MCSDDS sends assistance request for FO correction of claimant contact in MCS where relevant.2025-05-065DDS sends assistance request for FO correction of claimant contact in MCS where relevant.R170_REL0038R170_E019requests_fo_update_inAPP_MSSICSDDS sends assistance request for FO correction of claimant contact in MSSICS where relevant.2025-05-065DDS sends assistance request for FO correction of claimant contact in MSSICS where relevant.R170_REL0039R170_E020recorded_inAPP_DCPSDDS prepares ROC identifying unappointed caller name, telephone and address; contact data belongs to caller.2025-05-065DDS prepares ROC identifying unappointed caller name, telephone and address; contact data belongs to caller.R170_REL0040R170_E021can_produce_oig_referral_viaAPP_ARISSuspected criminal misconduct or similar fault triggers OIG referral through ARIS if conditions are met.2025-05-065Suspected criminal misconduct or similar fault triggers OIG referral through ARIS if conditions are met.R170_REL0041R170_E022documents_inREPO_EFSigned representative revocation/withdrawal is scanned into section B of electronic case folder; eView can display the record.2025-05-064Signed representative revocation/withdrawal is scanned into section B of electronic case folder; eView can display the record.R170_REL0042R170_E022requires_field_office_processing_byORG_SSA_FIELD_OFFICESFO processes withdrawal and removes representation flag where appropriate.2025-05-065FO processes withdrawal and removes representation flag where appropriate.R170_REL0043R170_E023requires_review_ofAPP_ELASReview existing lead records by SSN and program before establishing duplicate protective date.2026-04-275Review existing lead records by SSN and program before establishing duplicate protective date.R170_REL0044R170_E023requires_review_ofAPP_WORKTRACKWorkTrack is among cross-channel sources staff inspect for existing protective writing.2026-04-275WorkTrack is among cross-channel sources staff inspect for existing protective writing.R170_REL0045R170_E023requires_review_ofAPP_ICLAIMPartial/previous Internet claim records checked before new protective filing.2026-04-275Partial/previous Internet claim records checked before new protective filing.R170_REL0046R170_E023requires_review_ofAPP_TEDTED is a work source that staff may inspect for an earlier protective-filing event.2026-04-275TED is a work source that staff may inspect for an earlier protective-filing event.R170_REL0047R170_E024controls_effective_filing_ofAPP_ICLAIMEarliest unexpired partial iClaim record determines protected filing date under conditional signing/closeout rule.2026-04-275Earliest unexpired partial iClaim record determines protected filing date under conditional signing/closeout rule.R170_REL0048R170_E025lacks_intent_capture_inAPP_ICLAIMiClaim does not collect auxiliary filing intent. Employees must develop it separately; no iClaim data-entry capability is inferred.2026-04-274iClaim does not collect auxiliary filing intent. Employees must develop it separately; no iClaim data-entry capability is inferred.R170_REL0049R170_E026documented_inAPP_ELASSeparate eLAS unscheduled lead per qualifying child or spouse identified with intent.2026-04-275Separate eLAS unscheduled lead per qualifying child or spouse identified with intent.R170_REL0050R170_E027temporarily_documentsR170_E023SSA-2514 used during scheduling outage; date reentered and paper form then destroyed.2026-04-275SSA-2514 used during scheduling outage; date reentered and paper form then destroyed.R170_REL0051R170_E028stores_document_inAPP_EPSigned protective writing and mailed DPS closeout notice retained in Evidence Portal.2026-04-275Signed protective writing and mailed DPS closeout notice retained in Evidence Portal.R170_REL0052R170_E028uses_closeout_notices_fromAPP_DPSDPS generates manual closeout after two failed contact attempts for signed mailed written intent.2026-04-275DPS generates manual closeout after two failed contact attempts for signed mailed written intent.R170_REL0053R170_E029stored_as_status_inAPP_WORKTRACKEvidence received before claim is held in WorkTrack with Future Appointment reason.2026-08-265Evidence received before claim is held in WorkTrack with Future Appointment reason.R170_REL0054R170_E030entered_inAPP_TEDTechnicians select completion and exception states during WLM TED wrap-up.2026-08-265Technicians select completion and exception states during WLM TED wrap-up.R170_REL0055R170_E030describes_queue_outcomes_forAPP_WLMDocumented WLM completed, canceled, no-show, unresolved-incomplete and pending-requeued categories.2026-08-265Documented WLM completed, canceled, no-show, unresolved-incomplete and pending-requeued categories.R170_REL0056R170_E031available_duringAPP_WLMWLM field-office limited rollout accepts nonoriginal proof via video with employee review.2026-08-265WLM field-office limited rollout accepts nonoriginal proof via video with employee review.R170_REL0057R170_E032limits_rerouting_inAPP_WLMGeographic area alone cannot justify return-to-queue under Keep What You Take limited rollout.2026-08-265Geographic area alone cannot justify return-to-queue under Keep What You Take limited rollout.R170_REL0058R170_E032implementsPROC_KEEP_WHAT_YOU_TAKEWorkload return restrictions enforce cross-jurisdiction claim ownership under limited rollout.2026-08-265Workload return restrictions enforce cross-jurisdiction claim ownership under limited rollout.R170_REL0059R170_E033published_byORG_SSA_OAGSSA small-business utilization office publishes public procurement category targets; oversight organizational relationship only.2026-10-104SSA small-business utilization office publishes public procurement category targets; oversight organizational relationship only.R171_REL0001R171_E001published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0002R171_E001reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0003R171_E002published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0004R171_E002reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0005R171_E003published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0006R171_E003reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0007R171_E004published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0008R171_E004reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0009R171_E005published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0010R171_E005reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0011R171_E006published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0012R171_E006reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0013R171_E007published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0014R171_E007reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0015R171_E007reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0016R171_E007includes_cross_program_unduplicated_countsSYS_SSRPublication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.2026-10-104Publication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.R171_REL0017R171_E008published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0018R171_E008reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0019R171_E008reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0020R171_E008includes_cross_program_unduplicated_countsSYS_SSRPublication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.2026-10-104Publication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.R171_REL0021R171_E009published_inREPORT_FAST_FACTS_2026Official October 2026 Fast Facts publication includes named dataset/table.2026-10-105Official October 2026 Fast Facts publication includes named dataset/table.R171_REL0022R171_E009reports_statistics_fromSYS_MBRTable expressly cites Master Beneficiary Record, 100 percent data.2026-10-105Table expressly cites Master Beneficiary Record, 100 percent data.R171_REL0023R171_E009reports_statistics_fromSYS_SSRTable expressly cites Supplemental Security Record, 100 percent data.2026-10-105Table expressly cites Supplemental Security Record, 100 percent data.R171_REL0024R171_E009includes_cross_program_unduplicated_countsSYS_SSRPublication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.2026-10-104Publication combines published OASDI and SSI beneficiary categories and removes overlaps; not proof of shared physical person repository.R171_REL0025R171_E011sourced_fromR171_E014Office-of-public-service database supplies 2016 agency office counts.20175Office-of-public-service database supplies 2016 agency office counts.R171_REL0026R171_E011sourced_fromR171_E015ODAR Case Control System supplies historical hearings office organizational data.20175ODAR Case Control System supplies historical hearings office organizational data.R171_REL0027R171_E012sourced_fromR171_E016HR Management Information System supplies Sept 2016 employee groupings.20175HR Management Information System supplies Sept 2016 employee groupings.R171_REL0028R171_E013sourced_fromR171_E017SSA Payroll Reports supply work-year series.20175SSA Payroll Reports supply work-year series.R171_REL0029R171_E011published_inR171_E010SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.20175SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.R171_REL0030R171_E012published_inR171_E010SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.20175SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.R171_REL0031R171_E013published_inR171_E010SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.20175SSA Annual Statistical Supplement 2017 Table 2.F published historic reporting.R171_REL0032R171_E018derived_in_research_projectR171_E019Official SSA public-use catalog attributes office listing compilation to named DRC research project.2017-065Official SSA public-use catalog attributes office listing compilation to named DRC research project.R171_REL0033R171_E018historical_geographic_companion_toR171_E0112016 office listing and 2016 office-count table cover historical agency footprint; the official sources do not establish exact identical underlying source or one-to-one reconciliation.2017-064Conceptual comparison only, not asserted automated pipeline.R172_REL0001EX_HRS_LINKAGEgoverned_byR172_E001documented_workflow2026-10-105HRS respondent consent/matching arrangement subject to stated prospective permission and data-refresh rules.R172_REL0002EX_HRS_LINKAGEgoverned_byR172_E002documented_workflow2026-10-105HRS respondent consent/matching arrangement subject to stated prospective permission and data-refresh rules.R172_REL0003EX_HRS_LINKAGEgoverned_byR172_E003documented_workflow2026-10-105HRS respondent consent/matching arrangement subject to stated prospective permission and data-refresh rules.R172_REL0004EX_HRS_LINKAGEhistorically_changed_byR172_E004documented_workflow2026-10-105HRS respondent consent/matching arrangement subject to stated prospective permission and data-refresh rules.R172_REL0005DATA_HRS_CYBFsubject_to_consented_future_update_windowR172_E002documented_workflow2026-10-105Benefits product receives administrative updates only under valid prospective permission.R172_REL0006DATA_HRS_CYBFuses_prior_observation_if_no_new_consentR172_E003documented_workflow2026-10-105Published historical records can persist in derived research product when recent permission/data are unavailable.R172_REL0007DATA_HRS_SERlimited_by_consent_windowR172_E001documented_workflow2026-10-105HRS earnings release follows the earnings prospective permission range. Research product coverage years are not consent duration.R172_REL0008R172_E005available_as_csvR172_E006documented_workflow2026-10-105Official SSA dataset description specifically identifies R172_E006 and its role.R172_REL0009R172_E005available_as_xlsxR172_E007documented_workflow2026-10-105Official SSA dataset description specifically identifies R172_E007 and its role.R172_REL0010R172_E005uses_receiving_office_geographyR172_E008documented_workflow2026-10-105Official SSA dataset description specifically identifies R172_E008 and its role.R172_REL0011R172_E005follows_overlap_counting_ruleR172_E009documented_workflow2026-10-105Official SSA dataset description specifically identifies R172_E009 and its role.R172_REL0012R172_E005computes_percentage_usingR172_E010documented_workflow2026-10-105Official SSA dataset description specifically identifies R172_E010 and its role.R172_REL0013APP_QDD_MODELcontributes_flagged_cases_toR172_E005documented_workflow2026-10-105QDD model identifies cases for fast-track reporting; publicly published statistics are aggregate not model-level outputs.R172_REL0014APP_CAL_SELECTIONcontributes_flagged_cases_toR172_E005documented_workflow2026-10-105CAL process identifies fast-track cases, with overlap counted only once when both CAL and QDD.R172_REL0015ORG_DDSis_receiving_adjudicative_component_inR172_E005documented_workflow2026-10-105Dataset includes DDS, Extended Service Teams, and federal DDS-like sites; DDS location must not be confused with claimant residence.R172_REL0016DB_SCDDprovides_aggregate_language_reporting_data_toR172_E011documented_workflow2026-10-105SSA explicitly identifies SCDD as the source of LEP reporting statistics.R172_REL0017R172_E011distributed_asR172_E012documented_workflow2026-10-105Published distribution is named Yrly.csv.R172_REL0018R172_E011has_documentation_conflictR172_E013documented_workflow2026-10-105Title/filename annual while paragraph says quarterly; metadata disputed and preserved.R172_REL0019DB_SUMS_CLIENT_TABLESunderpins_language_demographics_forR172_E011documented_workflow2026-10-105SCDD joins SUMS workload data with ICDB-origin demographic attributes housed in SUMS Client Tables; no direct technical API inferred.R172_REL0020ORG_CENSUSsupplies_population_estimates_toR172_E014documented_workflow2026-10-105Census state age-specific estimated populations provide resident population denominator.R172_REL0021R172_E014feedsDATA_SSA_DISABILITY_CLAIM_DATAdocumented_workflow2026-10-105Census population estimates are combined with disability claim activity in the published composite.R172_REL0022R172_E015feedsDATA_SSA_DISABILITY_CLAIM_DATAdocumented_workflow2026-10-105Published SSA SSI and SSDI program recipient counts supply end-of-calendar-year numerator/eligibility measures.R172_REL0023DB_DIODSsupplies_state_adjudication_workload_toDATA_SSA_DISABILITY_CLAIM_DATAdocumented_workflow2026-10-105DIODS receipts/determinations are the definitive operational workload origin in composite FY product.R172_REL0024DATA_SSA_DISABILITY_CLAIM_DATAsubject_to_two_stage_publication_refreshR172_E016documented_workflow2026-10-105Annual workload and later demographic/beneficiary refresh follow separate observed schedules.R172_REL0025DATA_SSA_DISABILITY_CLAIM_DATArequires_geographic_warningR172_E017documented_workflow2026-10-105DDS adjudicating state cannot be assumed to be the beneficiary residence state.R172_REL0026DATA_SSA_DISABILITY_CLAIM_DATAapplies_person_deduplication_ruleR172_E018documented_workflow2026-10-105Person-level total avoids double-counting concurrent SSDI and SSI beneficiary figures.R172_REL0027R172_E015applies_concurrent_beneficiary_adjustmentR172_E018documented_workflow2026-10-105Published beneficiary source counts are adjusted to make adult population figures unduplicated.R172_REL0028PROC_SSI_RZ_ADDRESS_DEVELOPMENTuses_conditional_ssr_comparisonR172_E019documented_workflow2026-10-105Employees compare allegation with recorded SSR address and investigate unreported change or temporary absence when needed.R172_REL0029SYS_SSRprovides_recorded_address_forR172_E019documented_workflow2026-10-105SSR is consulted for whether current alleged residence address is already recorded.R172_REL0030R172_E020historically_includesR172_E021documented_workflow2015-01-014Archived NCHS documentation explicitly lists a MEF-derived QOC research extract.R172_REL0031SYS_MBRwas_documented_input_toR172_E020documented_workflow2015-01-014Archived NCHS record states linked historical SSA administrative data from this source; current exchange unverified.R172_REL0032SYS_SSRwas_documented_input_toR172_E020documented_workflow2015-01-014Archived NCHS record states linked historical SSA administrative data from this source; current exchange unverified.R172_REL0033DB_PHUSwas_documented_input_toR172_E020documented_workflow2015-01-014Archived NCHS record states linked historical SSA administrative data from this source; current exchange unverified.R172_REL0034SYS_MEFwas_historical_source_forR172_E021documented_workflow2015-01-014Archival NCHS documented summarized quarters-of-coverage extract from MEF; current availability unconfirmed.R172_REL0035R172_E020historical_restricted_use_subject_toR172_E022documented_workflow2026-10-103Historical NCHS files had access controls; NCHS currently operates RDC for restricted linked data generally. Do not infer current specific file availability.R173_REL0001ORG_DDSmay_use_qualified_medical_decision_authorityR173_E001documented_policy_or_statistical_lineage2026-10-105Requires verified qualified disability examiners and documented MC recruitment efforts; not an unrestricted DDS power.R173_REL0002R173_E001applies_conditionally_toR173_E002documented_policy_or_statistical_lineage2026-10-105Initial physical-only fully favorable adult onset/POD condition.R173_REL0003R173_E001requires_site_recruitment_documentationR173_E003documented_policy_or_statistical_lineage2026-10-105Every reasonable effort within previous 18 months before authority assigned.R173_REL0004R173_E001requires_examiner_qualification_recordR173_E004documented_policy_or_statistical_lineage2026-10-105Includes 12 months training+practice threshold and supervisory approval.R173_REL0005R173_E001produces_signature_annotationR173_E005documented_policy_or_statistical_lineage2026-10-105SSA-831 blanks specific signature items and uses item-34 remark.R173_REL0006R173_E005applies_to_initial_disability_formR128_E007documented_policy_or_statistical_lineage2026-10-105SSA-831 initial determination file; does not infer physical repository.R173_REL0007R173_E001permits_qualified_examiner_medical_form_signatureR173_E006documented_policy_or_statistical_lineage2026-10-105SSA-4734 physical RFC assessment.R173_REL0008R173_E001permits_signature_on_medical_evaluationFORM_R105_SSA416documented_policy_or_statistical_lineage2026-10-104Page refers to SSA-416 as Medical Evaluation, while historical Atlas labels SSA-416 Case Analysis. Form-title discrepancy needs review.R173_REL0009R173_E002excludes_ineligible_signature_fromSTRUCT_DDEdocumented_policy_or_statistical_lineage2026-10-105Do not use examiner authority in Disability Determination Explanation when case excluded.R173_REL0010R173_E007extends_qualifying_CDR_continuancesR173_E008documented_policy_or_statistical_lineage2026-10-104No cessation cases; subject to main DEDA criteria.R173_REL0011R173_E007extends_qualifying_age18_casesR173_E009documented_policy_or_statistical_lineage2026-10-104Full favorable physical-only adult redeterminations.R173_REL0012R173_E007extends_qualifying_EXR_casesR173_E010documented_policy_or_statistical_lineage2026-10-104Related impairment and favorable EXR standards.R173_REL0013R173_E007requires_extension_form_annotationR173_E011documented_policy_or_statistical_lineage2026-10-104SSA-832/833 blank MC/PC fields and remarks.R173_REL0014R173_E011applies_to_CDR_decision_formsR128_E008documented_policy_or_statistical_lineage2026-10-104SSA-832/SSA-833 existing grouped administrative file.R173_REL0015R173_E007inherits_site_recruitment_controlR173_E003documented_policy_or_statistical_lineage2026-10-104Separate extension retains medical consultant recruitment prerequisite.R173_REL0016R173_E007inherits_qualified_examiner_gateR173_E004documented_policy_or_statistical_lineage2026-10-104Additional conditions may apply to assisting adjudication sites.R173_REL0017ORG_DDSobserves_evidence_followup_ruleR173_E012documented_policy_or_statistical_lineage2026-10-105Initial 10 plus further 10 days absent good reason for more time.R173_REL0018R173_E012escalates_special_handling_toR173_E013documented_policy_or_statistical_lineage2026-10-105Disability case special-handling exceptions.R173_REL0019R173_E012constrains_disclosure_viaR173_E014documented_policy_or_statistical_lineage2026-10-105Voice contact minimal necessary information; cannot disclose case identifiers in voicemail.R173_REL0020R173_E014documents_contact_inFORM_SSA5002documented_policy_or_statistical_lineage2026-10-105SSA-5002 or DCPS case note alternative.R173_REL0021R173_E014documents_case_note_inAPP_DCPSdocumented_policy_or_statistical_lineage2026-10-105Contact date, person, content recorded in DCPS case notes when used.R173_REL0022R173_E012requires_workflow_entry_inSTRUCT_CDWdocumented_policy_or_statistical_lineage2026-10-105Write to case development worksheet.R173_REL0023R173_E013requires_reasonable_medical_record_developmentSTRUCT_DDEdocumented_policy_or_statistical_lineage2026-10-104Evidence-in-file decision uses sequential evaluation after independent medical history development; DDE connection is conceptual and not a technical interface.R173_REL0024ORG_DDSissues_written_CE_notice_underR173_E015documented_policy_or_statistical_lineage2026-10-105Provider contact/address in notice is NOT claimant address.R173_REL0025R173_E015includes_medical_provider_addressDATA_CE_PROVIDER_ADDRdocumented_policy_or_statistical_lineage2026-10-105Address belongs to CE provider; not an update to claimant program records.R173_REL0026R173_E015requires_confirmation_followupR173_E016documented_policy_or_statistical_lineage2026-10-105When scheduled more than 10 days after written notice.R173_REL0027R173_E015may_use_short_notice_pathR173_E017documented_policy_or_statistical_lineage2026-10-105Ten days or less from written notice.R173_REL0028R173_E015supports_missed_CE_escalationR173_E018documented_policy_or_statistical_lineage2026-10-105Records missed examination and good reason for reschedule.R173_REL0029R173_E018may_trigger_incarcerated_CE_consentR173_E019documented_policy_or_statistical_lineage2026-10-105Staff presence in corrections facility triggers consent request; not automatic consent.R173_REL0030R173_E016documents_confirmation_inAPP_DCPSdocumented_policy_or_statistical_lineage2026-10-105Document on case note and CDW or SSA-5002, unless written confirmation filed.R173_REL0031R173_E018requires_case_development_worklogSTRUCT_CDWdocumented_policy_or_statistical_lineage2026-10-105DDS must write to worksheet; no particular database technology inferred.R173_REL0032R173_E018uses_special_handling_third_party_ruleR173_E020documented_policy_or_statistical_lineage2026-10-105Reasonable effort to involve third party in special-handling cases.R173_REL0033R173_E013depends_on_third_party_eligibilityR173_E020documented_policy_or_statistical_lineage2026-10-105Exception for minors with AR and other conditional criteria.R173_REL0034R173_E020obtains_claimant_nominated_contactR173_E021documented_policy_or_statistical_lineage2026-10-105Third-party name/address/phone from claimant or recorded forms; not verified claimant address.R173_REL0035R173_E021subject_to_independent_lookup_restrictionR173_E022documented_policy_or_statistical_lineage2026-10-105Nonprofessional address/phone lookup restricted.R173_REL0036R173_E020triggers_contact_verification_and_followupR173_E023documented_policy_or_statistical_lineage2026-10-105Identity checks, ten days and good reason extensions.R173_REL0037R173_E023documents_contacts_inAPP_DCPSdocumented_policy_or_statistical_lineage2026-10-105SSA-5002 or DCPS Case Note and CDW.R173_REL0038R173_E023requires_worksheet_entrySTRUCT_CDWdocumented_policy_or_statistical_lineage2026-10-105Specific case development logging obligation.R173_REL0039R173_E021is_not_verified_claimant_address_inSYS_MBRdocumented_policy_or_statistical_lineage2026-10-105Address is a third-party contact attribute; no evidence it updates MBR.R173_REL0040R173_E021is_not_verified_claimant_address_inSYS_SSRdocumented_policy_or_statistical_lineage2026-10-105Address is a third-party contact attribute; no evidence it updates SSR.R173_REL0041APP_SSI_CLAIMS_LOGICALguides_redetermination_insurance_developmentR173_E024documented_policy_or_statistical_lineage2026-10-105Interview path and policy checks.R173_REL0042FORM_SSA8203BKcollects_insurance_policy_allegations_forR173_E024documented_policy_or_statistical_lineage2026-10-105Question 18 multiple owner/insured/provider/policy attributes.R173_REL0043R173_E024captures_insurer_organizational_addressR173_E025documented_policy_or_statistical_lineage2026-10-105Not claimant mailing/residential address.R173_REL0044R173_E024requires_lookback_value_development_forR173_E026documented_policy_or_statistical_lineage2026-10-105Evidence of cash out/lapse, records or insurer contact; verification to date of event.R173_REL0045R173_E026can_require_insurer_contact_usingR173_E025documented_policy_or_statistical_lineage2026-10-105Only when claimant lacks documentation; no automated FI interface inferred.R173_REL0046ORG_SSA_OCACTpublishes_historical_trust_fund_admin_expensesR173_E027documented_policy_or_statistical_lineage2026-10-105Official public OACT statistics with data through calendar 2025.R173_REL0047R173_E027applies_cost_share_definitionR173_E028documented_policy_or_statistical_lineage2026-10-105Annual share of trust-fund total cost; avoids confusing with all SSA appropriations.R173_REL0048R173_E027is_statistically_related_to_trust_fund_reportingDATA_OACT_TRUST_FUND_FINANCIALdocumented_policy_or_statistical_lineage2026-10-104Common trust-fund financial domain, not confirmed technical feed or publication ETL.R174_REL0001R174_E001records_title_ii_cdr_appeal_inDB_DCFFO uses EEAI for Title II medical-CDR appeals excluded from EDCS; appeal request entered in DCF.2026-10-105FO uses EEAI for Title II medical-CDR appeals excluded from EDCS; appeal request entered in DCF.R174_REL0002R174_E001initiates_exception_workflowR174_E002EEAI is the documented entry route for the Title II CDR exclusion workflow.2026-10-105EEAI is the documented entry route for the Title II CDR exclusion workflow.R174_REL0003R174_E002reads_or_receives_case_details_fromDB_DCFDCF passes appeal request and statutory benefit continuation information to T2R background program; no protocol claimed.2026-10-105DCF passes appeal request and statutory benefit continuation information to T2R background program; no protocol claimed.R174_REL0004R174_E002processed_byAPP_T2RTitle II Redesign background program consumes CDR appeal and SBC data from DCF.2026-10-105Title II Redesign background program consumes CDR appeal and SBC data from DCF.R174_REL0005R174_E002conditionally_updatesSYS_MBRPOMS explicitly states the T2R background program automatically updates MBR for Title II CDR exclusion reconsiderations.2026-10-105POMS explicitly states the T2R background program automatically updates MBR for Title II CDR exclusion reconsiderations.R174_REL0006R174_E003requires_manual_posting_viaAPP_POSIn excluded Title II CDR hearing appeal, a hearing reversal requires POS input to MBR unlike specified dispositions that post automatically.2026-10-105In excluded Title II CDR hearing appeal, a hearing reversal requires POS input to MBR unlike specified dispositions that post automatically.R174_REL0007R174_E003updates_recordSYS_MBRManual POS input updates MBR for excluded CDR hearing reversal; automatic posting applies to other specified dispositions.2026-10-105Manual POS input updates MBR for excluded CDR hearing reversal; automatic posting applies to other specified dispositions.R174_REL0008R174_E003exception_fromR174_E002Automated background-update route cannot be assumed for all CDR appeal outcome types.2026-10-105Automated background-update route cannot be assumed for all CDR appeal outcome types.R174_REL0009R174_E004resolves_missing_information_onFORM_SSA789FO develops incomplete claimant hearing or interpreter preference with a 15-day follow-up diary.2026-10-105FO develops incomplete claimant hearing or interpreter preference with a 15-day follow-up diary.R174_REL0010R174_E004supports_routing_toORG_DDSAfter 15-day nonresponse, FO forwards the incomplete case for DDS resolution.2026-10-105After 15-day nonresponse, FO forwards the incomplete case for DDS resolution.R174_REL0011R174_E002tracked_inPORTAL_SUMS_MCAS_MI_CENTRALTitle II EDCS-excluded reconsideration appeal loaded in DCF becomes visible in MI Central; excluded ALJ hearing appeals do not.2026-10-104Title II EDCS-excluded reconsideration appeal loaded in DCF becomes visible in MI Central; excluded ALJ hearing appeals do not.R174_REL0012SYS_MBRprimary_statistical_source_forR174_E005Annual Statistical Supplement 6.F reports MBR 100-percent data; statistical lineage only.2026-10-105Annual Statistical Supplement 6.F reports MBR 100-percent data; statistical lineage only.R174_REL0013R174_E005publishes_tableR174_E006Annual section 6.F publishes historical terminations table 6.F1.2026-10-105Annual section 6.F publishes historical terminations table 6.F1.R174_REL0014R174_E005publishes_tableR174_E007Annual section 6.F publishes 2025 reasons for terminations table 6.F2.2026-10-105Annual section 6.F publishes 2025 reasons for terminations table 6.F2.R174_REL0015R174_E007applies_calendar_report_ruleR174_E008Terminations counted by calendar year of recorded termination regardless of effective date.2026-10-105Terminations counted by calendar year of recorded termination regardless of effective date.R174_REL0016R174_E007includes_statistical_breakdownR174_E010Table 6.F2 itemizes different disability cessation reason categories.2026-10-105Table 6.F2 itemizes different disability cessation reason categories.R174_REL0017R174_E005has_methodology_caveatR174_E009Published MBR termination series may differ from Actuarial Services series; no undocumented reconciliation method inferred.2026-10-105Published MBR termination series may differ from Actuarial Services series; no undocumented reconciliation method inferred.R174_REL0018SYS_MBRsource_for_publicationR174_E010Subgroup statistics from MBR; not proof of direct DDS-to-publication pipeline.2026-10-105Subgroup statistics from MBR; not proof of direct DDS-to-publication pipeline.R174_REL0019R174_E006part_ofREPORT_STAT_SUPP_20262026 annual edition includes 6.F1 as a published table.2026-10-1052026 annual edition includes 6.F1 as a published table.R174_REL0020SYS_MBRprovides_statistics_forR174_E011SSA identifies MBR as administrative source for the 2026 5.H family tables.2026-10-105SSA identifies MBR as administrative source for the 2026 5.H family tables.R174_REL0021R174_E011includesR174_E012Historical 5.H1 family series in 2026 section 5.H.2026-10-105Historical 5.H1 family series in 2026 section 5.H.R174_REL0022R174_E011includesR174_E0132025 5.H2 table distinguishes family units and beneficiaries.2026-10-1052025 5.H2 table distinguishes family units and beneficiaries.R174_REL0023R174_E012subject_to_historical_sample_ruleR174_E014SSA explicitly supplies historical family sample rates 1945–1984, 1985–2005, and other years.2026-10-105SSA explicitly supplies historical family sample rates 1945–1984, 1985–2005, and other years.R174_REL0024R174_E013applies_entitlement_reporting_ruleR174_E015Dually entitled spouse benefit amount in 5.H2 is a difference between benefits.2026-10-105Dually entitled spouse benefit amount in 5.H2 is a difference between benefits.R174_REL0025R174_E011section_ofREPORT_STAT_SUPP_2026Section 5.H part of 2026 statistical supplement.2026-10-105Section 5.H part of 2026 statistical supplement.R174_REL0026R174_E013counts_multiple_people_per_familyR174_E011Family and individual counts appear as different columns; does not assert physical family master.2026-10-104Family and individual counts appear as different columns; does not assert physical family master.R174_REL0027SYS_MBRsupplies_statistical_records_forR174_E0162026 totalization statistics use 100-percent MBR data; no assertion about external totalization transport.2026-10-1052026 totalization statistics use 100-percent MBR data; no assertion about external totalization transport.R174_REL0028R174_E016publishesR174_E0175.M1 selected-year and country-by-benefit publication table.2026-10-1055.M1 selected-year and country-by-benefit publication table.R174_REL0029R174_E017subject_to_geographic_attribution_constraintR174_E018Country labels refer to agreement groupings and do not prove an individuals current residence.2026-10-104Country labels refer to agreement groupings and do not prove an individuals current residence.R174_REL0030R174_E017subject_to_disclosure_ruleR174_E019SSA suppresses some cells to avoid disclosing information about individuals.2026-10-105SSA suppresses some cells to avoid disclosing information about individuals.R174_REL0031R174_E016section_ofREPORT_STAT_SUPP_2026Section 5.M appears in 2026 annual supplement.2026-10-105Section 5.M appears in 2026 annual supplement.R174_REL0032SYS_MBRsource_for_publicationR174_E020Table 6.E5 states MBR 100-percent data.2026-10-105Table 6.E5 states MBR 100-percent data.R174_REL0033R174_E020reports_categoryR174_E021Address unknown is one of the enumerated reason-for-withholding categories; no actual new address observed.2026-10-105Address unknown is one of the enumerated reason-for-withholding categories; no actual new address observed.R174_REL0034R155_E0027includes_category_also_found_inR174_E021Published Table 6.E4 includes address unknown; table 6.E5 groups by basis of entitlement.2026-10-105Published Table 6.E4 includes address unknown; table 6.E5 groups by basis of entitlement.R174_REL0035R174_E020section_ofREPORT_STAT_SUPP_2026Table 6.E5 is part of statistical supplement 2026.2026-10-105Table 6.E5 is part of statistical supplement 2026.R174_REL0036R174_E022routes_career_railroad_toR174_E023POMS CDR reconsideration folders for career railroad case route to Great Lakes Program Service Center.2026-10-104POMS CDR reconsideration folders for career railroad case route to Great Lakes Program Service Center.R174_REL0037R174_E022routes_foreign_case_toORG_SSA_OEIOForeign medical CDR reconsideration folder directed to OEIO, not servicing DDS.2026-10-104Foreign medical CDR reconsideration folder directed to OEIO, not servicing DDS.R174_REL0038FORM_SSA789supports_special_case_routingR174_E022FO documentation rules for career railroad and foreign CDR cases identify handling of form SSA-789.2026-10-105FO documentation rules for career railroad and foreign CDR cases identify handling of form SSA-789.R175_R0001APP_ERPSsupports_payee_name_matching_forR175_E0007Policy requires payee name on collective account match eRPS identity2026-10-105R175_R0002R175_E0007verifies_name_onR175_E0001Cross-document match concerns externally titled account, not a new SSA address repository2026-10-105R175_R0003R175_E0008constrains_payee_identity_forR175_E0007DBA or parent company name is not interchangeable with actual appointed payee2026-10-105R175_R0004R175_E0009constrains_payee_identity_forR175_E0007Branch/subsidiary appointed payee is the account-holder name2026-10-105R175_R0005R175_E0011governs_ownership_ofR175_E0001Beneficiary is beneficial owner, payee holds fiduciary control2026-10-105R175_R0006R175_E0002exception_to_standard_titling_ofR175_E0001Only certain spouses or parents using personal checking under all criteria2026-10-105R175_R0007R175_E0003limits_exception_ofR175_E0002Personal savings accounts are expressly excluded2026-10-105R175_R0008R175_E0013required_verification_forR175_E0002Confirm same household and current-expense use; no accumulation2026-10-105R175_R0009R175_E0004passes_payments_toR175_E0005Government depository must promptly pass amounts to beneficiary-protected fiduciary sub-account2026-10-105R175_R0010R175_E0012requires_beneficiary_levelR175_E0006State childcare/foster care payee deposit and cost-of-care expenditures tracked by child2026-10-105R175_R0011R175_E0012exception_to_standard_titling_ofR175_E0001Government foster-care account exception conditional on protections2026-10-105R175_R0012R175_E0010excludes_account_form_forR175_E0001Traditional trust does not qualify as collective payee account2026-10-105R175_R0013APP_ERPSidentifies_actual_payee_forR175_E0008eRPS payee identity governs the account title under DBA and parent examples2026-10-105R175_R0014APP_ERPSidentifies_actual_payee_forR175_E0009eRPS names the branch/subsidiary when it is appointed, not automatically the parent2026-10-105R175_R0015DOM_REPPAYEEgoverned_by_account_ruleR175_E0011Person roles: beneficiary as owner, payee as fiduciary, not physical Person repository2026-10-105R175_R0016APP_DCPSprovides_interfaceR175_E0015DCPS hosts Evaluations and Assessments section2026-10-105R175_R0017R175_E0015contained_in_pageR175_E0016Medical evaluation section on Impairment Severity/Sign page2026-10-105R175_R0018APP_DCPSprovides_interfaceR175_E0016Page documented in medical evaluation POMS2026-10-105R175_R0019R175_E0015supports_formR175_E0014MA uses MA-416 in DCPS for electronic and paper case processing2026-10-105R175_R0020R175_E0015supports_formFORM_R105_SSA416SSA-416 medical evaluation on same DCPS page2026-10-105R175_R0021FORM_R105_SSA416has_attributeR175_E0017Evaluation period dropdown2026-10-105R175_R0022FORM_R105_SSA416has_attributeR175_E0018Medical finding subject fields2026-10-105R175_R0023FORM_R105_SSA416has_completion_controlR175_E0019Statement reserved for complete medical findings2026-10-105R175_R0024FORM_R105_SSA416has_signature_metadataR175_E0020Electronic 416 sign-and-save populates signer specialty/date2026-10-105R175_R0025R175_E0014has_signature_metadataR175_E0020Electronic MA-416 sign-and-save populates specialty/date2026-10-105R175_R0026R175_E0014bounded_byR175_E0022Medical Advisor signed analysis must not be mistaken for medical portion signoff2026-10-105R175_R0027APP_DCPSsupports_assessment_revisionR175_E0021Unsign revise re-sign signed assessment prior to closure2026-10-105R175_R0028R175_E0023places_scanned_document_inREPO_CEFPaper medical assessment wet-signed by MC/PC scanned into CEF2026-10-105R175_R0029R175_E0024governs_scanned_medical_evidence_inREPO_CEFScanned tracing acceptable if gridlines and scale viewable2026-10-105R175_R0030FORM_R105_SSA416has_documented_name_variationR175_E0025Title Medical Evaluation and legacy Case Analysis wording2026-10-104R175_R0031APP_DCPScaptures_medical_advisor_evaluationR175_E0014MA signs MA-416 in DCPS; not a generic shared repository for all consultants2026-10-105R175_R0032REPO_CEFprovides_imaged_evidence_forR175_E0021MC and PC examine CEF and may need to revise signed assessment2026-10-105R175_R0033APP_EVIEWenforces_request_type_limitR175_E0026Five request types for one DEQY invocation2026-10-105R175_R0034QRY_DEQYexposes_query_optionR175_E0027Request type 8 employer address2026-10-105R175_R0035QRY_DEQYexposes_query_optionR175_E0028Request type 9 last employer address2026-10-105R175_R0036R175_E0027is_governed_byR175_E0026Employer address selection one of at most five query codes2026-10-105R175_R0037R175_E0028is_governed_byR175_E0026Last-employer address selection one of at most five2026-10-105R175_R0038APP_EVIEWsupports_query_save_processR175_E0029eView query button saves to case e-folder2026-10-105R175_R0039R175_E0029stores_case_query_inREPO_EFeView saves return to the electronic folder case documents2026-10-105R175_R0040QRY_DEQYuses_save_actionR175_E0029DEQY can be saved to EF2026-10-105R175_R0041QRY_SEQYuses_save_actionR175_E0029SEQY can be saved to EF2026-10-105R175_R0042APP_EVIEWgoverned_by_query_access_controlR175_E0030User profiles restrict query functionality2026-10-105R175_R0043TECH_PCOMexposes_query_routeR175_E0031PCOM MFQM option 92026-10-105R175_R0044R175_E0031requests_queryQRY_DEQYMFQM code 9 invokes DEQY2026-10-105R175_R0045QRY_DEQYhas_vocational_evidence_limitR175_E0032Wage/employer facts do not establish job duties2026-10-105R175_R0046QRY_SEQYhas_vocational_evidence_limitR175_E0032Year and wage only do not establish work performed2026-10-105R175_R0047SYS_MEFis_documented_source_forR175_E0033One of two documented DEQY extract sources2026-10-105R175_R0048DB_EIFis_documented_source_forR175_E0033Employer Identification File contributes employer attributes2026-10-105R175_R0049R175_E0033is_used_to_answerQRY_DEQYDEQY printout displays data extracted from MEF and EIF2026-10-105R175_R0050APP_DMSdocuments_repayment_contact_withR175_E0035DMS Remarks (RMKS) screen stores caller-conversation results2026-10-105R175_R0051R175_E0035is_entered_onUI_DMS_RMKSPolicy specifies DMS RMKS2026-10-105R175_R0052APP_MSSICSsupports_installment_recovery_decisionR175_E0036Title XVI G TAC Recover by Installments through UOPD2026-10-105R175_R0053R175_E0036is_entered_onR155_E0014Existing catalog contains UOPD decision screen2026-10-105R175_R0054APP_DMSprocesses_titleii_installment_viaR160_E0005Title II installment enters DRIN screen2026-10-105R175_R0055R175_E0037governsR175_E0036SSI installment negotiation order also applies Title II2026-10-105R175_R0056R175_E0038applies_to_delinquent_debts_tracked_byAPP_DMSSeparate TOP/credit criteria and remittance default controls2026-10-105R175_R0057APP_ECOis_subject_to_collection_conditionR175_E0038External collection referrals contingent on debt and default/notice criteria2026-10-105R175_R0058R175_E0034restricted_byR175_E0039Remittance-only post-office box not address for correspondence2026-10-105R175_R0059R175_E0040escalates_toR175_E0037Beyond six months due date requires installments rather than delayed full refund2026-10-105R175_R0060R175_E0041limits_collection_underR175_E0038TOP and credit reporting depend on due process and criteria2026-10-105R175_R0061APP_DMShas_remittance_destinationR175_E0034Payment P.O. box is administrative destination and not an individual address2026-10-105R176_R0001R176_GAO_CROSSWALKcrosswalk_identifies_anonymized_systemR176_GAO_SSA_BDGAO Table 10 matches SSA anonymous identifiers across 2019 and 2025; no specific functional system identification follows.2026-10-105R176_R0002R176_GAO_CROSSWALKcrosswalk_identifies_anonymized_systemR176_GAO_SSA_BEGAO Table 10 matches SSA anonymous identifiers across 2019 and 2025; no specific functional system identification follows.2026-10-105R176_R0003R176_GAO_CROSSWALKcrosswalk_identifies_anonymized_systemR176_GAO_SSA_BFGAO Table 10 matches SSA anonymous identifiers across 2019 and 2025; no specific functional system identification follows.2026-10-105R176_R0004APP_SSI_REDETrequires_address_phone_update_even_if_no_payment_changeR176_RZ_NO_PAYMENT_UPDATESection B requires changed address/phone forwarded despite unchanged benefits.2026-10-105R176_R0005R176_RZ_NO_PAYMENT_UPDATEupdates_ssr_after_developmentSYS_SSRSSR fields are updated through SSA-1719B or MSSICS BTS; not automatic on allegations alone.2026-10-105R176_R0006FORM_SSA1719Bimplements_redetermination_posteligibility_transmissionR176_RZ_1719B_TRANSMITPaper RZ data including CG or remarks and corrections transmitted using SSA-1719B.2026-10-105R176_R0007R176_RZ_1719B_TRANSMITtransmits_confirmed_attributes_toSYS_SSRSSA-1719B SSI data input route to SSR.2026-10-105R176_R0008APP_MSSICSperforms_build_transaction_ssr_redeterminationR176_RZ_BTS_TRANSMITMSSICS BTS records confirmed information changes in SSR.2026-10-105R176_R0009R176_RZ_BTS_TRANSMITtransmits_confirmed_attributes_toSYS_SSRMSSICS BTS record transmission to SSR.2026-10-105R176_R0010APP_SSI_REDETsubject_to_pending_priority_diary_rejectR176_RZ_VP_REJECTPending SSR priority diary triggers VP reject on RZ clearance.2026-10-105R176_R0011R176_RZ_VP_REJECTrequires_clearance_of_ssr_priority_diarySYS_SSRClear the outstanding priority diary before completing an RZ.2026-10-105R176_R0012FORM_SSA1719Brequires_change_documentationR176_RZ_RC_SUPPORTReport of Contact supports amended item, date, reason, effect.2026-10-105R176_R0013APP_SSI_REDETrequires_retroactive_input_consolidationR176_RZ_RETRO_CONSOLIDATEFinish issue development before changes; avoid fragmented inputs.2026-10-105R176_R0014APP_SSI_REDETrequires_final_redetermination_completion_entryR176_RZ_FINAL_COMPLETIONFinal transaction closes RZ via SSA-1719B or MSSICS.2026-10-105R176_R0015R176_RZ_FINAL_COMPLETIONmay_be_sent_fromAPP_MSSICSFinal SSI RZ closing event can be sent by MSSICS.2026-10-105R176_R0016APP_SSI_REDETproduces_other_recipient_third_party_leadR176_RZ_HOUSEHOLD_THIRD_PARTYHousehold member income or composition fact must be developed for different recipient.2026-10-105R176_R0017R176_RZ_HOUSEHOLD_THIRD_PARTYrequires_development_before_other_ssr_updateSYS_SSRA third-party household report does not itself authorize automatic other-recipient SSR update.2026-10-105R176_R0018R176_RZ_WBDOC_FOpreferentially_processed_inAPP_MSSICSWBDOC electronic RZ referred to FO is preferentially completed in MSSICS.2026-10-105R176_R0019APP_SSI_REDETuses_wbdoc_to_field_office_routeR176_RZ_WBDOC_FORZ transfers WBDOC to servicing FO.2026-10-105R176_R0020APP_SSI_REDETrequires_scope_based_financial_institution_permissionR176_RZ_FI_PERMISSIONFO RZ and WBDOC transfer permission required; WBDOC-completed RZ differs.2026-10-105R176_R0021R176_DOWR_MONTHdefines_monthly_reporting_period_forDATA_COA_INETSSA COA online-applications open data defines Month according to DOWR administrative monthly periods; not necessarily calendar months.2026-10-105R176_R0022R176_DOWR_MONTHgoverns_annual_office_reporting_periods_inDATA_DOWRSSA explicitly defines DOWR month in the COA dataset as an administratively set office-workload reporting interval.2026-10-105R176_R0023R176_DOWR_MONTHdefines_monthly_reporting_period_forDATA_DD_INETSSA direct-deposit online-applications dataset also reports by administratively set DOWR Month.2026-10-105R176_R0024R176_UAS459provides_survey_data_forR176_UAS_MYSSA_NOTESSA 2026 note derives estimates from UAS 459 survey 2022-2024, not from SSA online application log data.2026-10-105R176_R0025R176_UAS459contains_self_report_measureR176_UAS_MYSSA_SELFREPORTUAS asks respondents about self-reported mySSA awareness, registration and willingness.2026-10-105R176_R0026R176_UAS_MYSSA_SELFREPORTevaluates_user_reported_engagement_withAPP_MYSSARespondent-reported portal enrollment does not prove any automated integration or data matching with SSA mySSA operational database.2026-10-105R176_R0027R176_UAS_MYSSA_NOTEpublishes_estimates_aboutAPP_MYSSAPolicy analysis of public awareness, not operational account traffic.2026-10-105R176_R0028R176_CPUsupports_limited_remote_payee_interview_exceptionR176_PAYEE_REMOTE_WSU_CPUSpecial WSU/CPU custodial parent/spouse exception to in-person SSA-11 interview.2026-10-105R176_R0029ORG_WSUsupports_limited_remote_payee_interview_exceptionR176_PAYEE_REMOTE_WSU_CPUWorkload Support Units covered for qualifying custodial parent or spouse.2026-10-105R176_R0030R176_PAYEE_REMOTE_WSU_CPUis_recorded_inAPP_ERPSeRPS applicant interview mode and proof-of-identity screens record qualifying telephone/video interviews; Numident identity verification when applicable.2026-10-105R176_R0031R176_PAYEE_APPLICANT_HAS_PAYEErequires_applicant_nonselection_inAPP_ERPSNo exceptions for applicant who currently has own representative payee; record non-selection in eRPS.2026-10-105R176_R0032R176_PUPS_OFFENSE_LIMITlimits_criminal_suitability_conclusions_inAPP_ERPSPUPS alone provides incarceration dates not crime name, and staff develop offense before suitability decision.2026-10-105R177_REL0001SYS_SSRbase_administrative_record_forDATA_DISABILITY_RESEARCH_FILE2026 SSI report Title XVI Disability Research File SSR is base file2026-10-1052026 SSI report Title XVI Disability Research File SSR is base fileR177_REL0002R177_SDRnamed_administrative_input_toDATA_DISABILITY_RESEARCH_FILESSI application/appeal longitudinal research file uses SDR records2026-10-105SSI application/appeal longitudinal research file uses SDR recordsR177_REL0003R128_E007provides_initial_determination_transactions_forDATA_DISABILITY_RESEARCH_FILESSA-831 determination records matched to Title XVI longitudinal file2026-10-105SSA-831 determination records matched to Title XVI longitudinal fileR177_REL0004R177_T16_DRF_SSN_INPUTnamed_identity_source_forDATA_DISABILITY_RESEARCH_FILESSN identification record data used for research-file matching; technical system not named2026-10-105SSN identification record data used for research-file matching; technical system not namedR177_REL0005R177_T16_DRF_APPEAL_INPUTprovides_appeal_records_forDATA_DISABILITY_RESEARCH_FILEHearing and Appeals Council information matched into SSI research cohort2026-10-105Hearing and Appeals Council information matched into SSI research cohortR177_REL0006R177_T16_DRF_PRODUCTIONconstructs_annuallyDATA_DISABILITY_RESEARCH_FILESSA Disability Policy performs 200-step annual construction in 2-4 months2026-10-105SSA Disability Policy performs 200-step annual construction in 2-4 monthsR177_REL0007R177_T16_DRF_PRODUCTIONapplies_filing_cohort_reconciliationR177_T16_DRF_COHORTHistorical filing-date alignment across data with inconsistent filing-date availability2026-10-105Historical filing-date alignment across data with inconsistent filing-date availabilityR177_REL0008R177_T16_DRF_COHORTgoverns_cohort_structure_ofDATA_DISABILITY_RESEARCH_FILERecent three yearly cohorts from current source data; earlier updated over time2026-10-105Recent three yearly cohorts from current source data; earlier updated over timeR177_REL0009R177_T16_DRF_2025_ESTsubstitutes_provisionally_for_cohort_inR177_OACT_SSI26_VC12025 adult application cohort uses estimates through January 20262026-10-1052025 adult application cohort uses estimates through January 2026R177_REL0010R177_T16_DRF_2025_ESTsubstitutes_provisionally_for_cohort_inR177_OACT_SSI26_VC22025 child application cohort uses estimates through January 20262026-10-1052025 child application cohort uses estimates through January 2026R177_REL0011R177_T16_DRF_2025_ESTsubject_toR177_T16_DRF_PERSON_CLAIM_BIASClaimant-based appeals source can undercount individual claim events2026-10-105Claimant-based appeals source can undercount individual claim eventsR177_REL0012DATA_DISABILITY_RESEARCH_FILEsupports_publication_ofR177_OACT_SSI26_VC1Longitudinal research records underpin SSI adult applications-by-filing-year table2026-10-105Longitudinal research records underpin SSI adult applications-by-filing-year tableR177_REL0013DATA_DISABILITY_RESEARCH_FILEsupports_publication_ofR177_OACT_SSI26_VC2Longitudinal research records underpin SSI child applications-by-filing-year table2026-10-105Longitudinal research records underpin SSI child applications-by-filing-year tableR177_REL0014R177_T16_DRF_PRODUCTIONusesR177_SDRNamed source SDR; no asserted replication or hosting2026-10-105Named source SDR; no asserted replication or hostingR177_REL0015R177_T16_DRF_PRODUCTIONusesSYS_SSRNamed source SSR is base of Title XVI disability research file2026-10-105Named source SSR is base of Title XVI disability research fileR177_REL0016R177_T16_DRF_PRODUCTIONusesR177_T16_DRF_APPEAL_INPUTNamed source: hearing and appeals council information2026-10-105Named source: hearing and appeals council informationR177_REL0017FORM_SS5collects_conditionalR177_SS5_PARENT_SSNSParent identifiers on child original/new SSN applications under age 182026-10-105Parent identifiers on child original/new SSN applications under age 18R177_REL0018R177_SS5_PARENT_SSNSfurnished_toR177_SS5_PARENT_IRS_REPORTParent SSNs are reportable under PL105-34; transport not documented2026-10-105Parent SSNs are reportable under PL105-34; transport not documentedR177_REL0019R177_SS5_PARENT_IRS_REPORThas_authorized_recipientORG_IRSSSA supplies parents SSNs for applicable child SSN applications to IRS under statute2026-10-105SSA supplies parents SSNs for applicable child SSN applications to IRS under statuteR177_REL0020APP_SSNAPenforces_parent_match_ruleR177_SS5_PARENT_VERIFY_GATESSNAP compares parental SSN and NAA/NL2 in Numident2026-10-105SSNAP compares parental SSN and NAA/NL2 in NumidentR177_REL0021R177_SS5_PARENT_VERIFY_GATEchecks_identity_fields_inSYS_NUMIDENTNAA or NL2 name in any parent Numident iteration2026-10-105NAA or NL2 name in any parent Numident iterationR177_REL0022R177_SS5_PARENT_VERIFY_GATEmay_triggerR177_SS5_PARENT_SUSPECTUnresolved bad parental SSN verification produces suspect application status2026-10-105Unresolved bad parental SSN verification produces suspect application statusR177_REL0023R177_SS5_PARENT_SUSPECTuses_work_controlWORK_SSNAP_SUSPECT_HOLDSSNAP suspect status after failed parent ID verification, file-level structure not asserted2026-10-105SSNAP suspect status after failed parent ID verification, file-level structure not assertedR177_REL0024APP_SSNAPapplies_print_privacy_controlR177_SS5_PARENT_PRINT_HIDEHide SSN on printed application for identified nonapplicant parent2026-10-105Hide SSN on printed application for identified nonapplicant parentR177_REL0025R177_SS5_PARENT_NO_SSN_EXCEPTIONcan_be_recorded_onUI_SSNAP_ADDITIONAL_INFOPolicy exceptions entered with Unknown SSN or None field2026-10-105Policy exceptions entered with Unknown SSN or None fieldR177_REL0026APP_SSNAPcan_generateR177_SS5_PARENT_NOTIFY_ASSIGNEDNotify office when parents original SSN assigned first, before child application2026-10-105Notify office when parents original SSN assigned first, before child applicationR177_REL0027R177_SS5_PARENT_ALPHIDENTcan_recoverR177_SS5_PARENT_SSNSFind missing parent SSN through alphident; avoid disclosure to nonapplicant2026-10-105Find missing parent SSN through alphident; avoid disclosure to nonapplicantR177_REL0028FORM_SSA795can_documentR177_SS5_PARENT_795_SHREDPaper parent SSN follow-up development; qualifying statement shredded after processing2026-10-105Paper parent SSN follow-up development; qualifying statement shredded after processingR177_REL0029APP_SSNAPuses_exceptionR177_SS5_PARENT_NO_SSN_EXCEPTIONRecognized reasons for absent SSNs; not every missing SSN denies child number2026-10-105Recognized reasons for absent SSNs; not every missing SSN denies child numberR177_REL0030R177_SS5_PARENT_VERIFY_GATEmay_require_correctingDATA_NUMIDENT_PARENT_NAMEIf submitted parent name correct but absent from NAA/NL2, documented Numident correction precedes child application2026-10-105If submitted parent name correct but absent from NAA/NL2, documented Numident correction precedes child applicationR177_REL0031APP_CPMSsupplies_raw_admin_disposition_data_forR177_ALJ_FY26_AUG_XML2026 SSA public page explicitly names CPMS raw source2026-10-1052026 SSA public page explicitly names CPMS raw sourceR177_REL0032R177_ALJ_CPMS_RAW_LINEAGEexplainsR177_ALJ_FY26_AUG_XMLRaw CPMS data are not the complete application population2026-10-105Raw CPMS data are not the complete application populationR177_REL0033R177_ALJ_FY26_AUG_XMLsubject_toR177_ALJ_MULTIOFFICE_RULEALJs work across hearing offices; disposition office not claimant domicile2026-10-105ALJs work across hearing offices; disposition office not claimant domicileR177_REL0034R177_ALJ_FY26_AUG_XMLsubject_toR177_ALJ_WORKTIME_CAVEATUnadjusted counts are not productivity estimates correcting for non-hearing assignments2026-10-105Unadjusted counts are not productivity estimates correcting for non-hearing assignmentsR177_REL0035DATA_OHO_WORKLOAD_PUBLICsubject_toR177_OHO_NET_RECEIPTS_RULENegative receipt counts arise when transfers out exceed new receipts2026-10-105Negative receipt counts arise when transfers out exceed new receiptsR177_REL0036R177_ALJ_FY26_AUG_XMLis_monthly_publication_snapshot_ofAPP_CPMS2025-09-27 to 2026-08-28 reporting period with XML download2026-10-1052025-09-27 to 2026-08-28 reporting period with XML downloadR177_REL0037ORG_USPSreturns_undeliverable_notice_as_lead_forR177_SSI_UNDELIV_MAIL_ADDRESS_LEADUSPS returned correspondence begins FO address-development process2026-10-105USPS returned correspondence begins FO address-development processR177_REL0038R177_SSI_UNDELIV_MAIL_ADDRESS_LEADtriggersPROC_T16_UNDELIV_ADDRESSFO must locate individual and develop whether mailing or residence changes2026-10-105FO must locate individual and develop whether mailing or residence changesR177_REL0039R177_SSI_UNDELIV_MAIL_ADDRESS_LEADmay_cause_reissue_withDOC_SSI_UNDELIVERABLE_COVER_LETTERAppeal-rights re-mailing can include undeliverable cover letter2026-10-105Appeal-rights re-mailing can include undeliverable cover letterR177_REL0040R177_SSI_UNDELIV_APPEAL_SERVICEusesDOC_SSI_UNDELIVERABLE_COVER_LETTERSpecified appeal-response protection when notice returned and re-served2026-10-105Specified appeal-response protection when notice returned and re-servedR177_REL0041R177_SSI_RETURNED_DECEASED_NOTICEis_triaged_separately_duringPROC_T16_UNDELIV_ADDRESSDeceased marking follows separate death-report procedure; not confirmed death status2026-10-105Deceased marking follows separate death-report procedure; not confirmed death statusR177_REL0042R177_SSI_FO_RETURN_ADDRESSis_return_address_forPROC_T16_UNDELIV_ADDRESSSSI undeliverable notice returns to servicing FO rather than central office2026-10-105SSI undeliverable notice returns to servicing FO rather than central officeR178_REL0001R178_E0001producedR178_E00052008 initiative recommendations were assessed obsolete in June 20112026-10-105R178_REL0002R178_E0002containsR178_E0003September 2013 inventory identified exchange supporting systems and participating entities2026-10-105R178_REL0003R178_E0002producesR178_E0004September 2013 inventory supported workload and request-type reports2026-10-105R178_REL0004R178_E0006precededR178_E00072007 plan predated 2015 enterprise architecture road map2026-10-105R178_REL0005R178_E0007has_documented_gapR178_E00092016 GAO follow-up found comprehensive gap analysis still missing2026-10-105R178_REL0006R178_E0010recommended_forR178_E0007GAO sought SOA roadmap and formal enterprise gap analysis; proposal, not confirmed implemented architecture2026-10-104R178_REL0007R178_E0011requiresR178_E0012SSA investment review board approved projects undergo quality-assurance reviews2026-10-105R178_REL0008R178_E0012enforcesR178_E0013QA noncompliance leads to corrective action plan documentation within five business days2026-10-105R178_REL0009R178_E0012reviewedR178_E0014GAO identified actual QA review for mandatory multifactor authentication project in 20162026-10-105R178_REL0010R178_E0015instance_ofPROC_PIRJune 2016 mySSA 1099 review was a postimplementation review2026-10-105R178_REL0011R178_E0015evaluatesAPP_MYSSAHistorical mySSA 1099 project review, not proof of its internal infrastructure2026-10-105R178_REL0012R178_E0016awarded_toR157_ORG_NORTHROPNorthrop Grumman awarded SS00-10-60082 September 10 20102026-10-105R178_REL0013R178_E0016containsR178_E0017SSA 2010 contract includes firm-fixed-price and time-and-materials task orders2026-10-105R178_REL0014R178_E0018governed_byR178_E0019Service channel metrics use incompatible transaction/visit/call counting units2026-10-105R178_REL0015R178_E0018includesR178_E0020Historical online replacement SSN card channel metrics2026-10-105R178_REL0016R178_E0018includesR178_E0021Historical initial disability filing channel metrics2026-10-105R178_REL0017R178_E0018derived_fromDATA_N8NN_CALL_VOLUME_BUSYSSAB cited SSA National 800 Number Call Volume and Agent Busy Rate data among source materials2026-10-105R178_REL0018R178_E0020reports_onAPP_ISSNRCHistorical 2016 introduction of internet SSN replacement card channel2026-10-105R178_REL0019R178_E0022governed_byR178_E0023Historic field-office count definition and reference-date changes2026-10-105R178_REL0020R178_E0022reports_onORG_SSA_FIELD_OFFICESCounts are administrative historical office observations, not current live location status2026-10-105R178_REL0021R178_E0024containsR178_E0025New recipient table 3 covers any recipient paid during calendar year2026-10-105R178_REL0022R178_E0024subject_toR178_E0026Terminations Table 77 publication series restarted at 2006 due revised method2026-10-105R178_REL0023R178_E0027governed_byR178_E00282009 report explains 100-percent file and award definition changes in its series2026-10-105R178_REL0024R178_E0027excludedR178_E0029SIPP-based estimates removed due attrition and low linkage match rates2026-10-105R178_REL0025R178_E0030responds_toR178_E0029ORES commissioned Census interviews to improve SIPP-based estimates following degraded sample/match quality2026-10-105R178_REL0026R178_E0030commissioned_byORG_SSA_ORESSSA Office of Research Evaluation and Statistics contracted with Census Bureau2026-10-105R178_REL0027R178_E0030conducted_byORG_CENSUSCensus Bureau performed specialized SIPP-based interview for disability beneficiaries2026-10-105R178_REL0028R178_E0027has_correctionR178_E0031Table 25 corrected January 2010; Table 58 corrected May 20112026-10-105R178_REL0029SYS_SSRrepresented_inR178_E00322008 Fast Facts identifies SSR Characteristic Record Extract statistical format2026-10-105R178_REL0030R178_E0032contributes_toR178_E00332007 SSI/OASDI dual-program unduplicated estimate from MBR plus SSR CRE2026-10-105R178_REL0031SYS_MBRcontributes_toR178_E00332007 unduplicated beneficiary population combines MBR with SSI SSR CRE2026-10-105R178_REL0032R178_E0032governed_byR178_E0034Historical average SSI payment metric excludes retroactive payments2026-10-105R178_REL0033R178_E0035governed_byR178_E0036Publication duty ended after FY20112026-10-105R178_REL0034R178_E0037has_correctionR178_E00382011 edition web data corrected many years after publication2026-10-105R178_REL0035R178_E0039distributesR178_E00402012 SSAB chartbook provides companion spreadsheet of data used2026-10-105R178_REL0036R178_E0033requiresR178_E0041OASDI+SSI combined count avoids double counting dual recipients2026-10-105R179_REL0001FAC_SSChosted_historical_workloadR179_E0001By May 2009 SSC maintained medical images for electronic disability folders; no assertion for current hosting.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0002R179_E0001stores_historical_data_forDB_EDIB_CLAIM_FILEThe images were maintained for electronic disability folders; claim-file entity is logical crosswalk, exact physical tables unspecified.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0003FAC_SSChistorically_providedR179_E0002Redundant SSC paths to field offices, Internet, and NCC in 2009.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0004R179_E0002connected_to_historicalFAC_NCCSSCs redundant communications connected to the NCC in 2009.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0005FAC_NCChistorical_disaster_recovery_fallbackR179_E0003The commercial hot site represented a 7-day limited-capacity recovery of NCC critical workloads in 2009.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0006FAC_SSCwas_planned_to_supportR179_E00042009 forward-looking goal for SSC and NCC hourly synchronization and 24-hour recovery, not completed implementation.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0007R179_E0004planned_replication_withFAC_NCCProposed hourly synchronization between centers by 2012, actual implementation unverified.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0008FAC_NSCplanned_interoperability_controlR179_E0005NSC migration site sought a location within 40 miles and under 100km distance to support dependent case-processing systems.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0009R179_E0005governed_transition_fromFAC_NCCHistorical migration requirement, not proof of specific replicated database or current transport.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0010FAC_SSChistorically_demonstratedR179_E0006The OIG compared actual historical test recovery times in 2009 and 2010, distinct from 2009 planned one-day objective.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0011R179_E0006measured_against_planned_goalR179_E00042010 tested recovery under five days did not demonstrate the 2012 one-day goal.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0012R179_E0007tested_technologyTECH_LINUX2015 Linux pilot documented as historical report, not present-day coverage.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0013R179_E0008targeted_technologyTECH_LINUXLinux was intended target platform in a reported middle-tier migration plan.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0014R179_E0011historically_governedEX_EABEach participating jurisdiction furnished birth registration data under a per-record arrangement as described in 2011.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0015R179_E0012can_affect_historical_status_inSYS_NUMIDENTSSN-holder record work classification could lag changed DHS authorization until an SSA-processed update; no automated DHS→Numident path established.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0016R179_E0013proposed_to_remediateR179_E0012Discussions about potential DHS feeds were exploratory in 2011 and do not confirm automatic update of Numident.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0017R179_E0014historically_determined_part_ofSYS_NUMIDENTSSN geographical numbering relationship before randomization; mailing location at application time is not a current residence.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0018PLAT_EDIBhistorically_included_component_or_controlR179_E0015Net-new PIA control or activity; historical context, not current system-deployment assertion.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0019PLAT_EDIBhistorically_included_component_or_controlR179_E0016Net-new PIA control or activity; historical context, not current system-deployment assertion.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0020APP_CFRMSmanaged_ssn_exclusion_controlR179_E0015CFRMS supports file access/destruction and maintains SSN exclusion list as separate records-management control.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0021DB_ARPS_MIreported_workloads_fromAPP_ARPSARPS MI supports Appeals Council and court workload monitoring.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0022DB_CPMS_MIreported_workloads_fromAPP_CPMSCPMS MI supports office/regional/national hearing workload reporting.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0023R179_E0016daily_sourceAPP_NDDSSDisability Database System extracts initial and CDR cases daily from NDDS.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0024R179_E0016provided_records_toDB_DISABILITY_DATABASE_SYSTEMExtract data feed into Disability Database System; weekly determinations from OHO and Wilkes-Barre described without exact source system.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0025APP_FECShistorically_supplied_medical_submission_counts_toDB_ERE_MIPIA says each DDS/OHO Front End Capture System server contributed counts to ERE MI.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0026REPO_DMA_ECLIENTsupported_historical_electronic_fileDB_EDIB_CLAIM_FILEeClient contains images and multimedia for eDIB cases; no claim it is current sole repository.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0027PLAT_EDIBhistorically_maintained_separate_address_reportsDATA_EDIB_ADDR_CHANGE_REPORTThe 2018 PIA mentions separate post-adjudicative address-report files; it does not establish automatic update to MBR, SSR or Numident.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0028PLAT_EDIBhistorically_collected_third_party_informationR179_E0017The source identifies third-party IRS information in eDIB generally; whether addresses were included and whether persisted is unknown.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0029R179_E0018supplies_demographic_inputs_toR179_E00192010 model graph demography→economics2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0030R179_E0018supplies_demographic_inputs_toR179_E00202010 model graph demography→beneficiaries2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0031R179_E0019supplies_economic_inputs_toR179_E00202010 model graph economics→beneficiaries2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0032R179_E0018supplies_demographic_inputs_toR179_E00212010 model graph demography→trust fund2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0033R179_E0019supplies_economic_inputs_toR179_E00212010 model graph economics→trust fund2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0034R179_E0020supplies_beneficiary_inputs_toR179_E00212010 model graph beneficiaries→trust fund2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0035R179_E0022historically_provided_inputs_toR179_E0018Mortality probabilities estimated by demographic process2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0036R179_E0023historically_provided_inputs_toR179_E0018Birth rates estimated by demographic process2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0037R179_E0025historically_provided_inputs_toR179_E0019BLS employment input to economics model2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0038R179_E0024historically_provided_inputs_toR179_E0019BEA NIPA input to economics model2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0039R179_E0018produced_historical_outputR179_E0029SSA-area population projection by age sex marital status2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0040R179_E0027provides_awards_sample_toR179_E0026Selected 225465 record MBR sample used by AWARDS2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0041R179_E0028provides_earnings_patterns_toR179_E0026CWHS information and MEF-posted covered earnings assist forecasting2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0042R179_E0026historically_producedR179_E0030Projected AIME distributions for new entitlement2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0043R179_E0030historically_inputs_benefit_projectionsR179_E0021Projected AIME distributions feed actuarial benefit payment calculations2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0044R179_E0031provides_railroad_interchange_data_toR179_E0021RRB input for trust fund railroad interchange2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0045R179_E0032provides_tax_benefit_input_toR179_E0021Treasury OTA tax on benefits assumptions2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0046R179_E0021historically_supported_publicationR179_E0033Actuarial outputs underlie published long-range single-year tables2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0047SYS_MBRprovided_historical_awards_sample_toR179_E00272010 OACT AWARDS explicitly describes newly entitled beneficiary 10% MBR sample of 225465.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0048SYS_MEFprovided_historical_earnings_toR179_E0027Sample included historical worker taxable earnings; OACT describes MBR and MEF jointly, not single consolidated Person DB.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0049R179_E0028historically_derives_earnings_fromSYS_MEFMEF-posted earnings used with CWHS to project future distribution; nonposted suspense cannot be assumed posted.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0050ORG_CMShistorically_provided_medicare_enrollment_forR179_E0022Mortality model used historical Medicare deaths and enrollment for mortality inputs.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0051ORG_CENSUShistorically_supportedR179_E0022Mortality model uses resident population; Census source attribution is for population statistics rather than an address feed.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0052ORG_BLSprovided_historical_labor_data_toR179_E0025Official model documentation specifies BLS employment estimates for economics group.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0053ORG_TREASURYhistorically_provided_tax_policy_inputs_toR179_E0032Treasury Office of Tax Analysis benefits-tax assumption family, distinct from agency payment instructions.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0054R179_E0035historically_blocked_unverified_changes_fromR179_E0034Beneficiary requested block could prevent ACH auto-enrollment changes; record field and master system unspecified.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0055R179_E0036historically_constrainedR179_E00342013 SSA identity verification controls applied to electronic direct-deposit changes, not necessarily every bank-origin ACH in same way.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0056ORG_TREASURYhistorically_decided_exceptions_underR179_E0037Treasury was authority for waivers to electronic federal payments; SSA advised people to contact Treasury.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0057R179_E0038historically_piloted_applicationAPP_EBBThree-office 2012 pilot for electronic bench book assisting ALJ analysis.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0058APP_CPMShistorically_automated_document_generation_throughR179_E00402012 testimony explicitly says Automated Noticing enabled CPMS to produce appropriate notices based on stored data.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0059R179_E0044historically_exposed_case_status_fromAPP_CPMSAuthorized appointed representatives received CPMS case status via self-service in 2012.2026-10-105Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0060R179_E0044historically_allowed_authorized_folder_access_toDB_EDIB_CLAIM_FILEAuthorized representative eFolder access documented in 2012; exact physical folder system linkage not specified.2026-10-104Documented historical relationship; no unspecified live transport, persistence, or update semantics.R179_REL0061R179_E0043historically_used_standardized_decision_templatesR179_E00422012 testimony documents common hearing office electronic process and FIT templates but does not detail a technical integration.2026-10-103Documented historical relationship; no unspecified live transport, persistence, or update semantics.R180_REL0001R180_E0002supplies_address_correspondence_evidence_toR180_E0001IRS/SSA address observations supported Census respondent matching, not SSA program-record updates.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0002SYS_NUMIDENTsupplies_application_identity_toR180_E0001Census uses Numident SSN application information to associate survey respondents with administrative identities.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0003APP_EVShistorically_validates_ssn_names_forR180_E0005SSA Enumeration Verification System tested survey SSN, name, DOB, sex before extraction and linkage.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0004R180_E0001usesR180_E0003Survey linkage proceeded only where the respondent did not opt out.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0005R180_E0001producesR180_E0004Census substitutes survey identifiers for SSNs in the linked research record.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0006R180_E0005provides_verified_data_forR180_E0001After matching/verification SSA extracts record for Census linkage; no physical transport asserted.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0007ORG_CENSUShistorically_performsR180_E0001Census described as conducting 2009 address-assisted identity matching.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0008DATA_SIPPserves_as_survey_input_toR180_E0006FEM uses linked SIPP data to simulate SSI rules.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0009R180_E0006historically_models_benefit_rules_forSYS_SSRFEM models Title XVI eligibility/participation, not a program-record update.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0010R180_E0007historically_uses_census_survey_input_fromORG_CENSUSMINT uses linked Census survey/SSA administrative data; exact individual survey source is not fixed in 2009 description.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0011R180_E0005governed_byR180_E0008Title 13 and special Census approvals constrain access to matched data.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0012APP_HRSincluded_component_in_2017_piaR180_E00132017 HRS PIA explicitly lists Agency Skills Inventory (ASI) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0013APP_HRSincluded_component_in_2017_piaR180_E00142017 HRS PIA explicitly lists Anti-Harassment and Hostile Work Environment Case Tracking System (AHWECTS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0014APP_HRSincluded_component_in_2017_piaR180_E00152017 HRS PIA explicitly lists Employee Data (EEData) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0015APP_HRSincluded_component_in_2017_piaR180_E00162017 HRS PIA explicitly lists Equal Employment Opportunity Case Management System (EEOCMS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0016APP_HRSincluded_component_in_2017_piaR180_E00172017 HRS PIA explicitly lists SSA Human Resources Portal (2017) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0017APP_HRSincluded_component_in_2017_piaR180_E00182017 HRS PIA explicitly lists Labor Relations/Employee Relations Workload Management System (LR/ER-WMS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0018APP_HRSincluded_component_in_2017_piaR180_E00192017 HRS PIA explicitly lists Minority Serving Institutions Reporting System (MSIRS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0019APP_HRSincluded_component_in_2017_piaR180_E00202017 HRS PIA explicitly lists Official Union Time Tracking System (OUTTS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0020APP_HRSincluded_component_in_2017_piaR180_E00212017 HRS PIA explicitly lists Performance Assessment and Communication System (PACS, HR) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0021APP_HRSincluded_component_in_2017_piaR180_E00222017 HRS PIA explicitly lists Payroll Operational Data Store (PayODS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0022APP_HRSincluded_component_in_2017_piaR180_E00232017 HRS PIA explicitly lists Position Data Application (PDA) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0023APP_HRSincluded_component_in_2017_piaR180_E00242017 HRS PIA explicitly lists SSA Learning Management System (2017) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0024APP_HRSincluded_component_in_2017_piaR180_E00252017 HRS PIA explicitly lists Training Online Nomination System (TONS) as a subsystem.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0025APP_HRShistorically_uses_external_payroll_processorR180_E00092017 HRS PIA identifies DOI FPPS as SSA external personnel/payroll processor.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0026R180_E0009historically_delivered_personnel_actions_toAPP_HRS2008 HRMIS PIA says FPPS personnel action records were delivered to SSA for HRMIS processing.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0027R180_E0010historically_operatedR180_E0009DOI National Business Center processed SSA payroll/personnel actions under 2008 HRMIS PIA.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0028APP_HRShistorically_containedR180_E00112017 PIA lists HRODS as its HR operational database.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0029R180_E0021historically_updatedR180_E00112017 PIA explicitly states that HR PACS updates performance information to HRODS.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0030R180_E0012historically_used_hr_personnel_data_fromAPP_HRS2008 PIA says MTAS used HRMIS employee personnel identifiers for time/attendance.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0031R180_E0012historically_transmitted_attendance_data_for_pay_toR180_E00092008 PIA documents electronic MTAS interface to FPPS for payroll computation.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0032APP_HRShistorically_contained_time_and_attendance_subsystemR180_E00122008 predecessor HRMIS boundary with same project identifier contained MTAS; 2017 HRS PIA does not list MTAS, so current relationship is not asserted.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0033APP_HRSstored_employee_contact_attributeR180_E00262017 HRS PIA describes employee mailing address among personnel data.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0034R180_E0015historically_enabled_employee_updates_toAPP_HRS2017 PIA states EEData lets employees view and update HR records, not SSA beneficiary master records.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0035R180_E0027historically_supported_programDOM_SVBSSIRMS boundary includes Title VIII special veterans benefits, as stated in FY07 PIA.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0036R180_E0027historically_maintainedR180_E0028The FY07 application boundary had recipient address/person attributes; does not establish independent physical address store.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0037R180_E0027historically_administered_data_forSYS_SSRPIA identifies SSI record maintenance; this is a business relationship not statement that SSIRMS=SSR.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0038APP_TITLE2_PIAhistorically_incorporated_cms_and_railroad_data_for_benefitsR123_E0182007 PIA establishes receipt of CMS and RRB data within Title II eligibility processes, with 2017 service scope distinct.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0039PROC_EDCS_MAINFRAME_PROPAGATIONuses_priority_ruleR180_E0029POMS source precedence explicit: MCS first, then MSSICS/other available sources.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0040R180_E0029prioritizes_origin_systemAPP_MCSMCS case fields override alternative mainframe sources when available.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0041R180_E0029uses_fallback_origin_systemAPP_MSSICSIf no MCS claim, active MSSICS and other mainframe systems furnish EDCS claimant data.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0042PROC_EDCS_MAINFRAME_PROPAGATIONsubject_to_mainframe_vs_internet_overlayR180_E0030Mainframe data takes precedence over Internet reports at propagation even if source field empty.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0043R180_E0031requires_origination_update_inAPP_MCSTo correct most propagated EDCS fields, first correct mainframe claimant data in MCS/MSSICS.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0044R180_E0031alternatively_corrects_origination_inAPP_MSSICSCorrections can originate MSSICS when relevant Title XVI source.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0045R180_E0031then_repropagates_intoAPP_EDCSAfter MCS/MSSICS update, reopen EDCS and trigger repropagation; no reverse EDCS master write assumed.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0046R180_E0032requires_address_verification_inAPP_EDCSWhen copying historic folder, staff must verify current address/telephone before relying on previous records.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0047R180_E0033uses_computation_inAPP_MCSInsured status dates propagate only after MCS DIB Earnings Computation.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0048R180_E0034blocks_creation_inAPP_EDCSMultiple DIB claims lead to propagation stop until MCS resolved.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0049SYS_MEFcontains_historical_segmentR180_E00352009 SSA Bulletin identifies Detail and Summary MEF storage segments.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0050SYS_MEFcontains_historical_segmentR180_E00362009 SSA Bulletin identifies Detail and Summary MEF storage segments.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0051R180_E0035historically_rolls_up_yearly_totals_toR180_E0036Detail posts lead to aggregated annual earnings and QCs in Summary Segment.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0052R180_E0037checks_person_identity_againstSYS_NUMIDENTName+SSN verification against Numident precedes posting to MEF.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0053R180_E0037allows_verified_posting_toR180_E0035Verified wage names and SSNs post to MEF Detail Segment.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0054R180_E0037routes_unmatched_earnings_toDB_ESFUnmatched items go to Earnings Suspense File until resolved.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0055R180_E0040must_balance_before_earnings_posting_toR180_E0035Employer W-2 cumulative totals balanced against W-3 before posting.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0056R180_E0041appends_correction_records_inR180_E0035W-2c negative offset and corrected value are separate postings; do not delete prior record.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0057R180_E0038is_employer_reported_attribute_forR180_E0040Employer W-2 includes employee address; no evidence it updates program master address fields.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0058R180_E0039is_employer_contact_attribute_forR180_E0040W-2 employer address separate from worker residential address.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0059R180_E0042historically_derived_earnings_fromSYS_MEFCWHS draws MEF earnings annually.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0060R180_E0042historically_derived_person_demographics_fromSYS_NUMIDENTCWHS derives sample demographic attributes from Numident.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0061R180_E0042historically_derived_annual_benefits_fromSYS_MBRCWHS combined annual benefit data from MBR.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0062R180_E0042historically_produced_research_fileR180_E00432009 SSA report describes CWHS family annual one-percent research files.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0063R180_E0042historically_produced_research_fileR180_E00442009 SSA report describes CWHS family annual one-percent research files.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0064R180_E0042historically_produced_research_fileR180_E00452009 SSA report describes CWHS family annual one-percent research files.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0065R180_E0042historically_produced_research_fileR180_E00462009 SSA report describes CWHS family annual one-percent research files.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0066R180_E0046included_extra_irs_provided_not_mef_persisted_fieldsR180_E0047IRS information in research snapshot includes geographic fields not retained in MEF; exact source IRS file not specified.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0067R180_E0044includes_geography_and_industry_metadataR180_E00472009 research file includes county/state and industry classifications for worker and employer.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0068APP_IAPPEALSsubject_toR180_E0048PIA explicit restriction on re-disclosure of tax return information in internet appeals.2026-10-105Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R180_REL0069APP_IAPPEALShistorically_used_ssn_application_data_for_verificationSYS_NUMIDENTPIA states iAppeals linked newly collected authentication information with existing SSN application records; no master update.2026-10-104Source describes a documented historical/administrative dependency; implementation details and current deployment not inferred.R181_REL0001SYS_ICDBhistorically_has_documented_content_or_componentR181_E001ICDB PIA specifies this shared-client record class or functional component.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0002SYS_ICDBhistorically_has_documented_content_or_componentR181_E002ICDB PIA specifies this shared-client record class or functional component.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0003SYS_ICDBhistorically_has_documented_content_or_componentR181_E003ICDB PIA specifies this shared-client record class or functional component.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0004SYS_ICDBhistorically_has_documented_content_or_componentR181_E004ICDB PIA specifies this shared-client record class or functional component.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0005R181_E004historically_restricts_public_access_toSYS_ICDBThe 2007 ICDB environment is not publicly accessible and is subject to authorized-employee access.2026-10-104Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0006APP_CBSV2008_pia_describes_registration_inR181_E0052008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0007R181_E006historically_authorized_cbs_verification_users_inR181_E0052008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0008APP_CBSVhistorical_pia_describes_activation_credentialR181_E0072008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0009R181_E007completed_access_activation_forR181_E0052008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0010APP_CBSVhistorical_pia_describes_planned_batch_submissionR181_E0082008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0011APP_CBSVhistorical_pia_describes_planned_small_realtime_submissionR181_E0092008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0012APP_CBSVhistorically_described_proposed_webserviceR181_E0102008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-104Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0013APP_CBSVsubject_to_requester_consent_retentionR181_E0112008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0014APP_CBSVsubject_to_consent_validityR181_E0122008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0015APP_CBSVsubject_to_redisclosure_restrictionR181_E0132008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0016R181_E005part_of_historical_requester_registrationPLAT_BSO2008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0017R181_E008historical_pia_describes_access_viaPLAT_BSO2008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0018R181_E009historical_pia_describes_access_viaPLAT_BSO2008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0019R181_E007historical_pia_describes_planned_postal_deliveryORG_USPS2008 CBSV PIA documents this registration, access, consent, or transmission rule. No current configuration or Numident write behavior is implied.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0020APP_800_CLAIMS2008_pia_describes_use_of_claim_confirmationR181_E0142008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0021APP_800_CLAIMS2008_pia_describes_identity_and_claim_lookupR181_E0152008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0022R181_E0152008_pia_describes_identification_lookup_againstSYS_NUMIDENT2008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0023R181_E0152008_pia_describes_claim_lookup_againstDB_CLAIMS_FOLDERS_SYSTEM2008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0024APP_800_CLAIMS2008_pia_describes_transient_session_inputR181_E0162008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0025R181_E0172008_pia_describes_postal_confirmationORG_USPS2008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0026R181_E017deliveredR181_E0142008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0027APP_800_CLAIMS2008_pia_describes_phone_claim_confirmationR181_E0172008 National 800-Number Claims Status PIA expressly documents the identity check, claims lookup, mailing route or ephemeral storage; this is not a persistent identity record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0028APP_ATShistorically_collected_and_retainedR181_E0182017 ATS PIA documents daily auditable event collection and lookup. Existing source systems are not assumed to expose direct external interfaces.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0029APP_ATShistorically_supported_authorized_lookup_byR181_E0192017 ATS PIA documents daily auditable event collection and lookup. Existing source systems are not assumed to expose direct external interfaces.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0030R181_E019queriesR181_E0182017 ATS PIA documents daily auditable event collection and lookup. Existing source systems are not assumed to expose direct external interfaces.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0031R181_E018contains_actor_identifier_fromDB_PINFILE2017 ATS PIA documents daily auditable event collection and lookup. Existing source systems are not assumed to expose direct external interfaces.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0032APP_CIRPhistorically_identified_for_reviewR181_E0202007 CIRP PIA documents review of program transaction metadata and management of referrals; not a complete capture of each program record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0033APP_CIRPhistorically_provided_screen_to_review_and_disposeR181_E0212007 CIRP PIA documents review of program transaction metadata and management of referrals; not a complete capture of each program record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0034R181_E021processesR181_E0202007 CIRP PIA documents review of program transaction metadata and management of referrals; not a complete capture of each program record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0035R181_E020identifies_employee_actions_byDB_PINFILE2007 CIRP PIA documents review of program transaction metadata and management of referrals; not a complete capture of each program record.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0036APP_MENS2021_pia_documents_hosted_byR181_E0222021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0037APP_MENShistorically_uses_hosted_service_boundaryR181_E0252021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0038R181_E022historically_hosted_under_segregation_commitmentR181_E0252021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0039APP_MENSwas_seeded_withR181_E0232021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0040R181_E023historically_delivered_to_hostR181_E0222021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0041APP_MENSallowed_eligible_users_to_maintainR181_E0242021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0042R181_E024stored_underR181_E0252021 MENS PIA provides direct evidence of hosted SaaS, named contractor and emergency-contact categories. No assertion that the same vendor remains contractor in 2026.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0043REPO_SSA_VENDORhas_documented_ingestion_metadata_ruleR181_E026SSA Vendor Repository March 2024 official PDF documents the email ingestion taxonomy and approximate retention/deletion rule; no inference about storage engine.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0044REPO_SSA_VENDORhas_documented_retention_deletion_ruleR181_E027SSA Vendor Repository March 2024 official PDF documents the email ingestion taxonomy and approximate retention/deletion rule; no inference about storage engine.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0045PROC_VENDOR_REPO_SUBMISSIONuses_documented_subject_taxonomyR181_E026SSA Vendor Repository March 2024 official PDF documents the email ingestion taxonomy and approximate retention/deletion rule; no inference about storage engine.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0046R181_E028publishes_vintage_specific_productR181_E0292014 OACT supplemental tables are vintage-specific historical projection publications, not updated 2026 projections or operational MBR records.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0047R181_E028publishes_vintage_specific_productR181_E0302014 OACT supplemental tables are vintage-specific historical projection publications, not updated 2026 projections or operational MBR records.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0048PROC_DEBT_SKIPTRACEhistorically_mentions_without_implementation_detailR181_E031Skiptracing POMS says BOAN is mandatory for credit bureau contact and IRS Project 719; no source describes Project 719 actual record feeds.2026-10-104Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0049APP_EPECShistorically_processed_credential_applicant_addressR181_E0322013 official SMACS PIA establishes PIV card credential holder data and LSAS facility access auditing; not beneficiary address and no current deployment inference.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0050APP_PIV_CMShistorically_processed_credential_holder_addressR181_E0322013 official SMACS PIA establishes PIV card credential holder data and LSAS facility access auditing; not beneficiary address and no current deployment inference.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0051APP_SAFEhistorically_contained_physical_security_contact_dataR181_E0322013 official SMACS PIA establishes PIV card credential holder data and LSAS facility access auditing; not beneficiary address and no current deployment inference.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0052APP_PACShistorically_implemented_usingAPP_LSAS2013 official SMACS PIA establishes PIV card credential holder data and LSAS facility access auditing; not beneficiary address and no current deployment inference.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R181_REL0053APP_LSAShistorically_recorded_facility_entry_informationR181_E0332013 official SMACS PIA establishes PIV card credential holder data and LSAS facility access auditing; not beneficiary address and no current deployment inference.2026-10-105Direct source documents historical administrative relationship; mechanism, storage and current deployment not assumed.R182_REL0001R182_E001historically_managedSYS_MBROIG 2010 names this master-file group among MADAM-managed repositories before conversion.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0002R182_E001historically_managedSYS_SSROIG 2010 names this master-file group among MADAM-managed repositories before conversion.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0003R182_E001historically_managedSYS_MEFOIG 2010 names this master-file group among MADAM-managed repositories before conversion.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0004R182_E001historically_managedSYS_NUMIDENTOIG 2010 names this master-file group among MADAM-managed repositories before conversion.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0005R182_E001historically_managedDB_ALPHIDENTOIG 2010 names this master-file group among MADAM-managed repositories before conversion.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0006R182_E004historically_has_phaseR182_E005Phase I migrates stored master files; not a statement that all four completed.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0007R182_E004planned_follow_on_phaseR182_E0062010 planned Phase II to remove compatibility calls; implementation not established.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0008R182_E004planned_follow_on_phaseR182_E0072010 planned Phase III direct access after further scope analysis.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0009R182_E005historically_used_compatibility_routingR182_E002Existing application calls entered compatibility interface in mixed MADAM/DB2 period.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0010R182_E002historically_dispatched_db2_calls_toR182_E0032010 OIG Appendix D identifies DB2 adapter calls after interface translation.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0011R182_E003historically_accessedTECH_DB2DB2 adapter mediates DB2 master-file operations, 2009 architecture.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0012R182_E001was_subject_ofR182_E004OIG audit establishes conversion from MADAM to DB2.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0013R182_E005resulted_in_partial_stateR182_E008November 2009 snapshot shows Numident/MEF converted, not MBR/SSR.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0014SYS_NUMIDENTreported_as_in_db2_november_2009TECH_DB2As of November 2009, this master-file component had completed the DB2 conversion.2009-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0015DB_ALPHIDENTreported_as_in_db2_november_2009TECH_DB2As of November 2009, this master-file component had completed the DB2 conversion.2009-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0016SYS_MEFreported_as_in_db2_november_2009TECH_DB2As of November 2009, this master-file component had completed the DB2 conversion.2009-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0017SYS_MBRreported_as_in_madam_november_2009R182_E001MBR and SSR not converted as of November 2009; planned date is not proven outcome.2009-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0018SYS_SSRreported_as_in_madam_november_2009R182_E001MBR and SSR not converted as of November 2009; planned date is not proven outcome.2009-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0019R182_E006must_addressR182_E010Compressed legacy record and uncompressed DB2 representations require code handling.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0020SYS_MBRhistorically_includes_cross_program_short_referencesR182_E011MBR contains short cross references to other program entitlement records.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0021DB_ALPHIDENThistorically_supports_lookupR182_E012Alphident used to locate SSN from name plus DOB.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0022R182_E005uses_master_file_segment_layoutR182_E009OIG Appendix C describes master-file segments and subsegments.2010-05-135Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0023R182_E013included_mainframe_access_repositoryR182_E014SSA identifies TOP SECRET as internal workforce access repository for 2008 infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0024FORM_SSA120authorized_request_for_historical_accessR182_E015Form SSA-120 submitted by management for requested workforce system access.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0025R182_E015historically_provisioned_accounts_inR182_E014Authorized SSA-120 information was entered into TOP SECRET.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0026R182_E014historically_allocatedR182_E016TOP SECRET employee and contractor accounts assigned unique PIN credentials.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0027R182_E013historically_supported_ssa_gss_or_major_applicationSYS_ICDB2008 PIA names this SSA GSS or major application as supported by EWANS infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0028R182_E013historically_supported_ssa_gss_or_major_applicationAPP_DACUS2008 PIA names this SSA GSS or major application as supported by EWANS infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0029R182_E013historically_supported_ssa_gss_or_major_applicationAPP_FALCON2008 PIA names this SSA GSS or major application as supported by EWANS infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0030R182_E013historically_supported_ssa_gss_or_major_applicationAPP_QAS2008 PIA names this SSA GSS or major application as supported by EWANS infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0031R182_E013historically_supported_ssa_gss_or_major_applicationAPP_SSNEC2008 PIA names this SSA GSS or major application as supported by EWANS infrastructure.2008-09-085Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0032R182_E013historically_supported_program_access_toSYS_MBR2008 PIA describes centralized platform for Title II and Title XVI major processing; support scope only, no storage inference.2008-09-084Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0033R182_E013historically_supported_program_access_toSYS_SSR2008 PIA describes centralized platform for Title II and Title XVI major processing; support scope only, no storage inference.2008-09-084Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0034APP_800_VOICEhistorically_implemented_one_time_collectionR182_E017TVDC designed to reuse within-call authentication rather than repeated collection.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0035R182_E017holds_in_transient_sessionR182_E018TVDC keeps caller data in encrypted, short-lived memory and deletes it at call end.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0036R182_E017requires_customer_providedR182_E021TVDC lists possible identity fields used to authenticate callers.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0037R182_E017conditionally_passes_data_toR182_E019Transfer to agent after caller choice or failed automated verification.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0038R182_E020restricts_automated_access_viaAPP_800_VOICEPIA describes blocking automated and internet access, then referral to alternative channels.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0039APP_800_VOICEhistorically_supported_transient_address_change_transactionR182_E017Change of address one of listed telephone actions; no automatic MBR/SSR update path established.2008-10-115Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0040R182_E022historically_input_toAPP_DACUSState EDR death reports submitted into DACUS for comparison and processing.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0041R182_E025historically_input_toAPP_DACUS2007 DACUS received nonstate internal death reports through Daily Update Data Exchange.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0042APP_DACUShistorically_crosscheckedSYS_MBRDeath reports compared to MBR payment and identity indicators to prevent postmortem benefits.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0043APP_DACUShistorically_crosscheckedSYS_SSRDeath reports compared to SSR eligibility/payment indicators.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0044APP_DACUScreated_investigation_alertR182_E023Conflicting non-EDR reports generate field office investigative alert.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0045R182_E022historically_triggered_program_record_notificationsSYS_MBR2007 state EDR reports sent to MBR for conditional action; not evidence of no-review automatic write.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0046R182_E022historically_triggered_program_record_notificationsSYS_SSR2007 state EDR reports sent to SSR for conditional action; not evidence of no-review automatic write.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0047R182_E024historically_routed_throughAPP_SSNECResolved DACUS death data sent to SSNEC for posting to Numident.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0048APP_SSNECposts_death_update_toSYS_NUMIDENTSource explicitly describes SSNEC route to Numident when conflict resolved or absent.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0049APP_DACUSconditionally_processes_death_postingR182_E024Conditional death posting after no conflicts or conflict resolution.2007-09-285Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0050APP_RACEETHsubject_to_coverage_gapR182_E026RECS excludes EAB/EAE applicants from collection when partner processes omit race data.2009-11-185Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0051APP_RACEETHuses_classificationR182_E0272009 PIA states OMB revised race/ethnicity categories implemented or being introduced.2009-11-185Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0052APP_RACEETHplanned_historical_separationR182_E028Old race data to remain in historical SSN master after completed RECS transition; success unverified.2009-11-185Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0053R182_E028proposed_retained_legacy_inSYS_NUMIDENTHistorical race entries in SSN-holder system; not proof of any modern Numident race attribute.2009-11-184Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0054APP_RACEETHlimited_by_use_policyR182_E029RECS data for research and reporting, not benefits adjudication.2009-11-185Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0055APP_SSNEChistorically_recorded_application_fieldsR182_E030Original applications contain names of both parents, date/place of birth, gender and evidence description.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0056APP_SSNEChistorically_flagged_suspect_evidenceR182_E0312007 SSNEC system contains suspected fraudulent support evidence and processing restrictions.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0057APP_SSNEChistorically_tracked_multiple_ssn_cross_referencesR182_E032Cross-reference indications for multiple issued SSNs associated with an individual.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0058APP_FALCONhistorically_providedR182_E033SSA processing centers used FALCON for manual bulk updates.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0059R182_E033passed_correction_inputs_toR182_E034Bulk data entry forwarded to program-specific payment systems for actual processing.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0060APP_FALCONhistorically_documented_unused_capabilityR182_E0352007 PIA states class-action processing possible but not used in recent years.2007-09-275Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0061APP_QAShistorically_stored_review_copy_ofR182_E0362018 QA data contains geographic residence data used for reviews; not a claimant address update.2018-12-175Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0062APP_QAShistorically_stored_review_copy_ofR182_E0372018 QA system uses claim evidence and performance-error attributes in sampling context.2018-12-175Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0063APP_DICARS_LEGACYhistorically_used_sample_contextR182_E037Legacy DICARS sample tracking; replaced later by QRCPS per existing catalog.2018-12-175Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0064R182_E038historically_published_supplementR182_E0392009 Trustees Report provides single-year supplement alongside main Trustees publication.2009-05-125Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R182_REL0065R182_E038projection_scenarios_based_onR182_E0402009 economic low/intermediate/high scenarios incorporate recession assumptions, not actual outcomes.2009-05-125Only stated source-supported historical functional dependency; update, deployment and technical mechanism not inferred.R183_REL0001EX_SVESmember_of_2009_batch_exchange_architectureR183_E002GAO identifies this system as operating in the 2009 batch exchange category.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0002EX_BENDEXmember_of_2009_batch_exchange_architectureR183_E002GAO identifies this system as operating in the 2009 batch exchange category.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0003APP_EVSmember_of_2009_batch_exchange_architectureR183_E002GAO identifies this system as operating in the 2009 batch exchange category.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0004EX_SDXmember_of_2009_batch_exchange_architectureR183_E002GAO identifies this system as operating in the 2009 batch exchange category.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0005APP_PUPSmember_of_2009_batch_exchange_architectureR183_E002GAO identifies this system as operating in the 2009 batch exchange category.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0006EX_SOLQmember_of_2009_online_exchange_architectureR183_E003GAO identifies this application as one of the key online partner query services in 2009.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0007EX_SSOLVmember_of_2009_online_exchange_architectureR183_E003GAO identifies this application as one of the key online partner query services in 2009.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0008EX_HAVVmember_of_2009_online_exchange_architectureR183_E003GAO identifies this application as one of the key online partner query services in 2009.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0009EX_EVERIFYmember_of_2009_online_exchange_architectureR183_E003GAO identifies this application as one of the key online partner query services in 2009.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0010EX_UIQmember_of_2009_online_exchange_architectureR183_E003GAO identifies this application as one of the key online partner query services in 2009.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0011R183_E005member_of_2009_batch_exchange_architectureR183_E002Earnings System appears among the six batch services in the GAO 2009 table.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0012R183_E005documented_2009_read_sourceSYS_MEF2009 Earnings System reports wages and earnings verification using MEF.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0013R183_E004federal_name_for_2009_serviceEX_SOLQFOLQ is the federal designator for SOLQ, not an asserted separate technical application.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0014R183_E004online_counterpart_of_2009_batch_exchangeEX_SVESGAO identifies online SOLQ/FOLQ as analogous to batch SVES.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0015R183_E002component_of_historical_architectureR183_E001Six batch services form one class of the 2009 observed outgoing exchange architecture.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0016R183_E003component_of_historical_architectureR183_E001Five real-time services form another class of the 2009 observed outgoing exchange architecture.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0017EX_SVES2009_source_record_accessSYS_NUMIDENT2009 SVES consulted Numident for SSN verification.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0018EX_SVES2009_source_record_accessSYS_MBR2009 SVES consulted MBR for Title II benefit information.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0019EX_SVES2009_source_record_accessSYS_SSR2009 SVES consulted SSR for SSI program information.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0020EX_BENDEX2009_source_record_accessSYS_MBR2009 BENDEX used MBR for RSDI benefit information.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0021EX_BENDEX2009_source_record_accessSYS_MEF2009 BENDEX used MEF for prior-year earnings and employer information.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0022EX_SDX2009_source_record_accessSYS_SSR2009 SDX retrieved SSI recipient information from SSR.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0023APP_EVS2009_source_record_accessSYS_NUMIDENT2009 EVS verified SSNs using Numident.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0024EX_SSOLV2009_source_record_accessSYS_NUMIDENT2009 SSOLV used Numident for state DMV verification.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0025EX_HAVV2009_source_record_accessSYS_NUMIDENT2009 HAVV used Numident to verify four-digit SSNs for eligible voter registration.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0026EX_EVERIFY2009_source_record_accessSYS_NUMIDENT2009 E-Verify checked Numident SSN data for DHS employment eligibility workflows.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0027EX_UIQ2009_source_record_accessSYS_MBR2009 UIQ retrieved RSDI benefits information for state unemployment agencies.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0028EX_SOLQ2009_source_record_accessSYS_SSR2009 SOLQ/FOLQ retrieved SSI information from SSR.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0029EX_SSOLV2009_exchange_sla_governed_byR183_E0062009 AAMVA SLA sets requested 3-second and 5-second response thresholds; not an actual response-time measurement.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0030ORG_AAMVA2009_partner_in_service_standardR183_E006AAMVA network is the partner named in the GAO-reported SSOLV SLA.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0031ORG_VBA2009_partner_in_service_standardR183_E007GAO reports Veterans Benefits Administration agreement 99 percent data-accuracy target.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0032EX_EVERIFYrepresented_in_historical_transaction_seriesR183_E008E-Verify transactions rose from about 3.3 million in FY2007 to 6.7 million in FY2008.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0033EX_BENDEXhistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0034EX_SDXhistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0035EX_SSOLVhistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0036EX_HAVVhistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0037EX_SOLQhistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0038APP_EVShistorical_request_volume_recorded_byR183_E008GAO provides FY2007/FY2008 comparison; differing request definitions should be retained.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0039R183_E001service_incidents_recorded_byR183_E009GAO reported approximately 35 service-impacting incidents in the 14-month observational period.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0040R183_E010recorded_exchange_service_incidentsR183_E009CAPRS tracked service interruptions recorded by GAO for the 2008-2009 observation window.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0041R183_E011monitored_2009_exchange_serviceEX_SSOLVNational operations centers watched SSOLV performance and handled service alerts.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0042R183_E011escalated_incidents_intoR183_E010Incident owner and resolution updates were tracked through the change/asset/problem system.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0043R183_E012created_problem_tracking_inR183_E010National help desk incident management was supported by agency problem reporting process.2009-09-164Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0044R183_E013restored_2009_exchange_connection_forEX_SSOLVHistorical 34-second failover applied to the AAMVA exchange connection, not all SSA services.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0045R183_E011responded_to_incidentR183_E013GAO identifies SSA support response moving AAMVA connectivity to the backup connection.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0046R183_E014proposed_future_verification_read_layer_forEX_EVERIFYGAO describes proposed dedicated verification database, not a verified production database.2009-09-164Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0047R183_E015proposed_partner_access_surface_forR183_E0012009 vision describes a planned menu-driven partner access portal, not a deployed frontend.2009-09-164Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0048R183_E016identified_planning_gap_forR183_E0012009 GAO found missing workload forecasts and target architecture requirements for external exchange growth.2009-09-165Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0049PROC_DEBT_SKIPTRACEused_external_observationR183_E0172008 debtor locator procedures call for credit bureau address query after no new address in SSA records.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0050R183_E017requires_human_development_before_record_correctionR183_E018A retrieved credit bureau address becomes basis for an employee-driven address update; no automatic bulk update established.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0051R183_E018conditional_program_record_update_toSYS_MBR2008 POMS directs MBR address change after debtor is located through credit bureau.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0052R183_E018conditional_program_record_update_toSYS_SSR2008 POMS directs SSR address change after debtor is located through credit bureau.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0053PROC_DEBT_SKIPTRACEdocumented_in_case_workflow_screenR183_E019RECOOP skiptrace activity is documented on DBST.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0054R183_E019supports_historical_overpayment_collection_workflowAPP_DMSDBST belongs to debt management / RECOOP collection environment, not a beneficiary master.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0055R183_E017subject_to_purpose_restrictionsR183_E020FCRA and SSA POMS limit access and require audit oversight; this is not a general-purpose address directory.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0056PROC_DEBT_SKIPTRACEenforced_credit_bureau_access_rulesR183_E020Only eligible program-debt collection uses supported, with administrator access to audit traces.2008-08-255Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0057R183_E021codifies_mbr_payment_attributeSYS_MBRCountry-specific Bulgarian international account number representation on MBR.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0058R183_E022requires_matching_payment_data_entrySVC_ITS_GOVStaff must enter complete beneficiary and banking information into ITS.gov in the same business day.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0059R183_E022requires_ssa_program_transactionAPP_POSPOS (or other SSA transaction route such as MCS/MACADE) performs direct deposit record updates.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0060R183_E023limits_international_dd_onSYS_MBRPCOC code 8 foreign address required before MBR accepts Bulgaria IDD bank coding.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0061R183_E023preconditionsR183_E022Country/address status must be verified before payment data updates.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0062R183_E024can_result_from_incomplete_entry_intoSVC_ITS_GOVTreasury ITS.gov missing fields can trigger Federal Reserve Bank return.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0063R183_E022must_prevent_exceptionR183_E024Same-day dual-system entry prevents payment rejections caused by incomplete data.2023-10-185Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0064PROG_HRSmaintains_restricted_linkage_governanceR183_E025HRS maintains restricted datasets linked to SSA administrative earnings and benefits, available through controlled research access.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0065EX_HRS_LINKAGErequires_consent_conditionR183_E0272009 SSA research note establishes respondent authorization for administrative linkage.20095Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0066R183_E025is_protected_by_release_transformR183_E026Rounding/top coding reduce reidentification risk in linked administrative research products.20095Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0067R183_E025geographically_limited_byR183_E028Linked SSA administrative data must not be accessed from outside US under HRS restrictions.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0068DATA_HRS_DERsubject_to_linked_research_data_governanceR183_E025Restricted HRS SSA administrative-file family: linkage, consent and researcher access controls apply.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0069DATA_HRS_SERsubject_to_linked_research_data_governanceR183_E025Restricted HRS SSA administrative-file family: linkage, consent and researcher access controls apply.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0070DATA_HRS_CYBFsubject_to_linked_research_data_governanceR183_E025Restricted HRS SSA administrative-file family: linkage, consent and researcher access controls apply.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0071DATA_HRS_SSIsubject_to_linked_research_data_governanceR183_E025Restricted HRS SSA administrative-file family: linkage, consent and researcher access controls apply.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0072MODEL_OASDI_STOCHASTICproduced_historical_valuationR183_E0292014 Trustees model produces a probability distribution for trust fund ratios and depletion years, from the 2014 information set.20145Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0073R183_E029must_be_interpreted_usingR183_E030Year-specific percentile summaries cannot be read as a coherent single projected trajectory.20145Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0074R181_E028includes_historical_stochastic_assessmentR183_E0292014 Trustees reporting vintage includes stochastic estimate and supplemental annual tables.20145Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0075R183_E031applies_to_contracting_workstreamR183_E033Acquisition 360 survey solicitation inclusion applies to qualifying IT awards.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0076R183_E031applies_to_contracting_workstreamR183_E034Acquisition 360 survey inclusion applies to qualifying non-IT awards exceeding $10 million lifetime value.2026-10-115Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R183_REL0077R183_E032belongs_to_program_contracts_workstreamR183_E034OAG lists Medical Expert Services bundling notification; award details are not established here.2026-10-114Documented for the stated observation period. Endpoint types and source do not establish deployment or automated updates outside described scope.R184_R001SYS_MBRprovides_title_ii_eligibility_toR184_E001Historical Title II payment eligibility derived from MBR for interagency 2009 ERL matching.2026-10-115R184_R002SYS_SSRprovides_title_xvi_eligibility_toR184_E001Historical Title XVI recipient eligibility input for interagency 2009 ERL matching.2026-10-115R184_R003ORG_RRBsupplies_client_ssn_list_viaR184_E002RRB provided client SSN information for 2009 ERL eligibility comparison.2026-10-115R184_R004R184_E002is_matched_againstR184_E001RRB client-own-SSN eligibility comparison against Economic Recovery List, not Numident address modification.2026-10-115R184_R005R184_E003matches_eligible_records_fromR184_E001One-to-one statutory overlapping-beneficiary payment check against ERL in 2009.2026-10-115R184_R006R184_E007derived_fromR184_E001SSA RRB response supplied eligibility matched against ERL.2026-10-115R184_R007R184_E007disclosed_toORG_RRBHistorical SSA-to-RRB ERL eligibility response, subject to limited-purpose disclosure.2026-10-115R184_R008R184_E008derived_fromR184_E001SSA VBA response supplied eligibility matched against ERL.2026-10-115R184_R009R184_E008disclosed_toORG_VBAHistorical SSA-to-VBA one-time payment eligibility response.2026-10-115R184_R010R184_E001tracks_recovery_and_reclamationR184_E004Payment recovery/returned/nonreceipt/offset status for 2009 stimulus eligibility.2026-10-115R184_R011R184_E001can_hold_deceased_payee_estate_mailing_addressR184_E005Executor estate mailing address for possible reissuance after beneficiary death, not beneficiary residence.2026-10-115R184_R012R184_E006derived_fromR184_E001Tax-credit eligibility information shared with IRS for limited 2009 Making Work Pay purpose.2026-10-115R184_R013R184_E006disclosed_toORG_IRS2009 limited outgoing recovery payment information, distinct from IRS IMF/IRMF address inquiry.2026-10-115R184_R014ORG_TREASURYprocesses_2009_recovery_disbursement_usingR184_E001Treasury payment responsibilities for one-time 2009 recovery payments are separately documented; no asserted direct technical interface.2026-10-114R184_R015R184_E012supplied_telephony_events_toR184_E0102008 historical vendor-provided ACD network call event records used for web-based MI reporting.2026-10-115R184_R016R184_E012collected_network_call_metadataR184_E0162008 ACD and VoIP routing metadata fields including hold, transfer and call duration.2026-10-115R184_R017R184_E016summarized_inR184_E010Historical call detail management statistics and operational activity, three-year retention.2026-10-115R184_R018R184_E009supports_observation_assessmentR184_E013Service observation recordings used to prepare employee quality assessments; routine calls auto-delete after 14 days.2026-10-115R184_R019R184_E009subject_to_60_day_exceptionR184_E014Unsatisfactory service calls were retained for a longer period under the published 2008 SORN.2026-10-115R184_R020R184_E013records_quality_observations_inR184_E011Historical quality scores/observations entered into dedicated service observation database.2026-10-115R184_R021R184_E013can_be_retained_in_personnel_caseR184_E015Personnel actions and EEO matters involve separate retention exceptions, not blanket call retention.2026-10-115R184_R022R184_E011is_not_verified_caller_identity_repositoryR184_E009Service observation quality assessments are separate from transient caller authentication and voice recordings.2026-10-115R184_R023R184_E010does_not_establish_claimant_address_inSYS_MBRCalling telephone numbers and call metadata are not evidence of claimant address or automated MBR update. This is an exclusion/negative finding.2026-10-115R184_R024R184_E017managed_historical_demonstrationAPP_BONDSSA POMS identifies Abt as the outside BOND implementation contractor; project ended in 2024.2026-10-115R184_R025R184_E017operated_historical_participant_repositoryAPP_BODSAbt managed historical BOND operations and participant assignment data.2026-10-115R184_R026R184_E018performed_subcontracted_outreach_forR184_E017Historical call-center services subcontracted by Abt for BOND (not current SSA 800-number contract).2026-10-115R184_R027APP_BODSproduced_nightly_estimate_dataR184_E020Historical nightly participant earnings estimate update process, separate from posted MEF actual earnings.2026-10-115R184_R028R184_E020fed_bond_processing_applicationAPP_BSASEstimated earnings entered BSAS for historical trial offset calculations.2026-10-115R184_R029APP_BSASinitiated_historical_offsetR184_E022BSAS determined offset participation and generated transaction for Title II benefit posting.2026-10-115R184_R030R184_E022automatically_generated_MADCAP_actionAPP_MADCAPHistorical BSAS created a MADCAP action that updated MBR for eligible automated BOND offset cases.2026-10-115R184_R031R184_E022conditionally_updated_title_ii_recordSYS_MBRConditional BOND DEMO/offset field changes posted to MBR; applies only to concluded demonstration rules.2026-10-115R184_R032APP_BSASgenerated_processing_limitation_alerts_viaR184_E019Historical BSAS sent processing limitations through Processing Time Tracker loader.2026-10-115R184_R033R184_E019loaded_processing_alerts_intoAPP_PCACSPTT loader placed BOND processing limitation alert into PCACS as documented by POMS.2026-10-115R184_R034APP_PCACSreferred_bond_exceptions_for_manual_action_inAPP_MACADEOCO centralized unit handled BOND processing limitations with manual MACADE changes rather than automatic MADCAP posting.2026-10-115R184_R035R184_E021used_actual_posted_earnings_fromSYS_MEFEnd-of-year BOND reconciliation relies on posted MEF historical wage totals, not financial institution balances.2026-10-115R184_R036R184_E021compared_estimates_recorded_inAPP_BSASEstimate-to-actual benefit offset reconciliation generally around August.2026-10-115R184_R037R184_E021could_trigger_adjustment_postingR184_E022Historical reconciliation led to possible underpayment/overpayment calculation and Title II changes.2026-10-115R184_R038R184_E017issued_historical_participation_correspondenceR184_E023BOND initial/end program letters prepared outside SSA ORS by contractor.2026-10-115R184_R039APP_BONDused_site_assignment_and_foreign_travel_ruleR184_E024Historical demonstration participation site eligibility and >90-day foreign travel control.2026-10-115R184_R040R184_E024not_authoritative_master_residence_onSYS_MBRDemonstration sampling site and participant travel do not establish current master-record address or automatic updates.2026-10-115R184_R041APP_UMS_MCASrecorded_staff_time_session_eventsR184_E025Historical aggregate workforce time/session attributes used for management costing and capacity measurement.2026-10-115R184_R042APP_UMS_MCAScould_collect_statistical_visitor_location_dataR184_E026Limited visitor/claimant location/address attributes in management measurements are not verified residence.2026-10-115R184_R043APP_UMS_MCASused_historical_mainframe_access_controlsR182_E0142008 historical application access subject to TOP SECRET user authorization controls; no current deployment inferred.2026-10-114R184_R044ORG_AAMVAawarded_listed_ssa_task_orderR184_E0272022 SSA Office of Acquisition and Grants historical award listing, amounts not actual payments.2026-10-115R184_R045ORG_AAMVAawarded_later_listed_task_orderR184_E0282023 SSA OAG historical award listing, separate from verification-service architecture claims.2026-10-115R184_R046R184_E027listed_in_official_award_inventoryDATA_OAG_HQ_AWARDSOAG publicly identifies award number, award date and listed amount.2026-10-115R184_R047R184_E028listed_in_official_award_inventoryDATA_OAG_HQ_AWARDSOAG publicly identifies historical task order, not live contracted operations.2026-10-115R184_R048R184_E029later_table_revision_documented_inR184_E030Official SSA page records correction history for previously released 2016 report table data.2026-10-115R184_R049R184_E030changes_historical_publication_not_source_masterSYS_MBRStatistical correction changes publication vintage; does not establish alteration of MBR source records.2026-10-114R184_R050APP_VRRMShistorically_no_direct_interface_toAPP_IDMS_DISNegative 2017 technical-interface evidence: VRRMS was described as disconnected from related SSA systems, not a discovered physical API.2026-10-115R184_R051R184_E031describes_external_system_independence_ofAPP_VRRMSPIA establishes constrained historical interface design.2026-10-115R185_R001R185_E001had_obsolete_microfilm_representationR185_E0061978-2000 microfilm copy2022-01-145Specific microfilm no longer stored; electronic alternatives exist.R185_R002R185_E001can_be_queried_throughR185_E002Historical source query2022-01-145Availability verified in 2022 policy only.R185_R003R185_E002provides_location_candidate_forR185_E003Earnings discrepancy correspondence address lead2022-01-144AWR and EAMATE historical employer reports, not guaranteed current address.R185_R004PROC_AWRmay_supplyR185_E003Historic annual wage evidence2022-01-145Does not replace SSA authoritative address.R185_R005R185_E003used_conditionally_byR185_E005Closeout only if current case-file address unavailable2021-11-085Historical mailing/address lead only.R185_R006R185_E004preferred_byR185_E005More recent ED file address first2021-11-085No proven master record change.R185_R007R185_E005applies_toR185_E008Closure and fallback investigation2021-11-085No address available recorded in ED file when none located.R185_R008R185_E008usesR185_E007Written further development in specified cases2022-01-145Telephone redevelopment preferred when appropriate.R185_R009R185_E008is_controlled_throughAPP_ICOREarnings discrepancy case control2022-01-145Agency controls discrepancy cases in ICOR.R185_R010R185_E008investigatesR185_E003Historical address as location lead2022-01-145Reinvestigate when relevant available address was missed.R185_R011R185_E008uses_additional_queryDB_GIRGIR electronic alternative for retired microfilm2022-01-145Use only if information can be retrieved.R185_R012R185_E008uses_additional_queryTECH_PCOMPCOM electronic alternative for retired microfilm2022-01-145Not asserted to be underlying database.R185_R013R185_E009supports_later_check_ofSYS_MEFFollowing October next calendar year2021-11-085Holding file for suspected continuing SSN misuse.R185_R014R185_E011searchesR185_E010Historical 1937-1977 wage period2011-09-015Separate from scouting employer wage reports.R185_R015R185_E011posts_verified_earnings_toSYS_MEFValidated historical earnings2011-09-015Conditional when microfilm detail is found.R185_R016R185_E012consultsR185_E015Pre-1978 employer records2011-09-015Retained status unverified.R185_R017R185_E012consultsSVC_ERQY1978 onward employer report queries2011-09-015Employer EIN/name/address returned, no claimant address update implied.R185_R018R185_E012consultsR185_E001Post-1977 employer reports2011-09-015Potential microfilm or electronic path, age variable.R185_R019APP_ICORdocuments_reasoning_withR185_E013Earnings correction rationale2011-09-015EART records special circumstances.R185_R020APP_ICORsubject_toR185_E014Evidence basis documentation vs copy retention2011-09-015Wage correction process only.R185_R021R185_E014usesR185_E013EART documentation screen2011-09-015Does not establish general document destruction requirement.R185_R022PROC_IRS_3857_RESOLUTIONmay_initiateR185_E016When current postal address needed2025-06-135Used for contacting taxpayers about SSN dispute.R185_R023R185_E016usesFORM_SSA_L2001Post office address request2025-06-135No guarantee of USPS response.R185_R024R185_E016may_produceR185_E018Transient investigative address lead2025-06-134Storage unspecified.R185_R025PROC_IRS_3857_RESOLUTIONrequires_evidence_beforeR185_E017Correct SSNs and earnings only on evidence2025-06-135Manual conditional clean-up.R185_R026R185_E017can_correctSYS_NUMIDENTIncorrect identity cross-reference removal2025-06-135Not an IRS data-origin automatic update.R185_R027R185_E019requires_inspection_ofSYS_NUMIDENTScrambled wages identity proof review2023-10-115May also use original SS5 and employer records.R185_R028R185_E019precedesR185_E020Proof before transfer-to-suspense decisions2023-10-115Earnings ambiguity kept in suspense.R185_R029R185_E020places_unattributed_wages_inDB_ESFMove not delete unidentified earnings2023-10-115Historical earnings preservation.R185_R030R185_E021is_location_lead_forR185_E019Latest W-2 can be used to locate worker2023-10-115W2 mailing address not verified residential address.R185_R031R185_E022limited_rollout_ofAPP_WLM2026 domestic phone initial claims2026-08-295Not nationwide.R185_R032R185_E022usesAPP_ASCASC appointment creation and WLM distribution2026-08-295WLM matches to employee skillsets/availability.R185_R033R185_E022applies_toR185_E023Keep What You Take case ownership2026-08-295Geographic jurisdiction is not sole return reason.R185_R034R185_E022has_unresolved_scope_conflictR185_E02412 vs 14 jurisdiction mismatch2026-08-265Nevada and Tennessee in operative text but absent purpose list.R185_R035APP_WLMimplements_in_limited_rolloutR185_E023Case remains with interviewing office2026-08-295Only named locations documented.R185_R036R185_E025moves_documents_fromAPP_WORKTRACKFO manually profiles DDS/hearings submissions2026-02-255Emergency message later expired; historical workflow.R185_R037R185_E025moves_documents_toAPP_EVIEWDDS and Hearings case file workflow2026-02-255No automatic document routing asserted.R185_R038R185_E025checksR185_E026Image quality and correct form type2026-02-255Verification of case pending in DDS or Hearings.R185_R039R185_E027offers_document_disposition_ofAPP_WORKTRACKCompletion choices include NDRed eView Paperless2026-02-255Disposition status does not establish DDS action.R185_R040R185_E026gatesR185_E027Before submission or routing2026-02-255Review before delivery.R185_R041APP_SSI_NOTICESgeneratesR185_E028Separate phone-process input file 20212021-03-255Telephone service identity undetermined.R185_R042APP_PAYMTgeneratesR185_E029Balance/verification and certification reports2021-03-255Payment reports not benefit master.R185_R043R185_E029suppliesR185_E030Certification review2021-03-255Tool named; no specific deployment technology.R185_R044APP_SSI_DAILY_EDITSimplementsR185_E031Rejected transactions routed to FOs2021-03-255SSR transaction may remain unposted.R185_R045APP_SSI_FINVERIFYproducesR185_E032Treasury-origin verification certification exceptions2021-03-255No auto correction of SSR asserted.R186_R001R186_E001is_consulted_inR186_E002EOIR status may be verified on the ACIS website for SSI deemed-qualified alien development.2026-10-115EOIR status may be verified on the ACIS website for SSI deemed-qualified alien development.R186_R002R186_E002records_supporting_evidence_inAPP_EPSSA stores EOIR documentation in Evidence Portal after status verification.2026-10-115SSA stores EOIR documentation in Evidence Portal after status verification.R186_R003R186_E003is_stored_inAPP_EPEOIR documents are scanned to SSA Evidence Portal; underlying physical storage is not disclosed.2026-10-115EOIR documents are scanned to SSA Evidence Portal; underlying physical storage is not disclosed.R186_R004R186_E002produces_evidenceR186_E003EOIR verification supports the EOIR document evidence recorded for the claim.2026-10-115EOIR verification supports the EOIR document evidence recorded for the claim.R186_R005R186_E004documents_initial_award_inR186_E005Initial MSSICS SSI awards use alien status Z and battery-petition flag Y after verification.2026-10-115Initial MSSICS SSI awards use alien status Z and battery-petition flag Y after verification.R186_R006R186_E004documents_initial_award_inR186_E006Non-MSSICS award path codes AR field and AQ exception code on SSR.2026-10-115Non-MSSICS award path codes AR field and AQ exception code on SSR.R186_R007R186_E005is_recorded_throughAPP_MSSICSMSSICS records verified deemed-qualified-alien status using two designated status fields.2026-10-115MSSICS records verified deemed-qualified-alien status using two designated status fields.R186_R008R186_E006is_recorded_onSYS_SSRSSR carries AR and AQ coding for non-MSSICS award processing.2026-10-115SSR carries AR and AQ coding for non-MSSICS award processing.R186_R009R186_E007compares_field_semanticsR186_E005SSA warns that the MSSICS and SSR status representations differ.2026-10-115SSA warns that the MSSICS and SSR status representations differ.R186_R010R186_E007compares_field_semanticsR186_E006SSA warns that the SSR and MSSICS status representations differ.2026-10-115SSA warns that the SSR and MSSICS status representations differ.R186_R011SVC_SAVEsupports_evidentiary_verification_forR186_E004Claimant immigration status is checked through DHS SAVE, but program eligibility is determined by SSA.2026-10-115Claimant immigration status is checked through DHS SAVE, but program eligibility is determined by SSA.R186_R012R186_E008is_reviewed_forR186_E004Proof of separate residence is reviewed as a condition of battery-based SSI eligibility.2026-10-115Proof of separate residence is reviewed as a condition of battery-based SSI eligibility.R186_R013R186_E009requests_evidenceR186_E008The 30-day work diary tracks submission of evidence that residence is separate from batterer.2026-10-115The 30-day work diary tracks submission of evidence that residence is separate from batterer.R186_R014R186_E009controls_processing_ofR186_E004Failure to provide required residence proof after the development period may cause denial.2026-10-115Failure to provide required residence proof after the development period may cause denial.R186_R015R186_E010tracks_ongoing_eligibility_ofR186_E004AT diary flags postentitlement SSI status based on battery.2026-10-115AT diary flags postentitlement SSI status based on battery.R186_R016R186_E011tracks_review_ofR186_E004Prima facie determination has a 150-day review point.2026-10-115Prima facie determination has a 150-day review point.R186_R017R186_E012tracks_ongoing_eligibility_ofR186_E004Annual review includes DHS SAVE verification and separate-residence evaluation as relevant.2026-10-115Annual review includes DHS SAVE verification and separate-residence evaluation as relevant.R186_R018R186_E012uses_verification_serviceSVC_SAVEAnnual petition-based status reverification uses DHS SAVE and scanned documentation.2026-10-115Annual petition-based status reverification uses DHS SAVE and scanned documentation.R186_R019R186_E013updates_status_onSYS_SSRPR-9 input and SSR remarks record status changes; denial processed with 1719B.2026-10-115PR-9 input and SSR remarks record status changes; denial processed with 1719B.R186_R020R186_E013addresses_code_limitation_inAPP_MSSICSSSA POMS labels this scenario a MSSICS limitation requiring PR-9 plus 1719B action.2026-10-115SSA POMS labels this scenario a MSSICS limitation requiring PR-9 plus 1719B action.R186_R021R186_E013responds_to_change_inR186_E004Only after legal status or exception changes does SSA process corresponding record changes.2026-10-115Only after legal status or exception changes does SSA process corresponding record changes.R186_R022R186_E014classifies_alerts_fromEX_SSI_IRS_1099Alert payer EIN is used to classify the interest transaction before development.2026-10-115Alert payer EIN is used to classify the interest transaction before development.R186_R023R186_E015routes_toORG_BFSBFS securities verification is routed via specified parallel field office using SSA-562-UF.2026-10-115BFS securities verification is routed via specified parallel field office using SSA-562-UF.R186_R024R186_E015requires_controlR186_E016Request requires SSA-8510 and protection of unrelated IRS alert entries.2026-10-115Request requires SSA-8510 and protection of unrelated IRS alert entries.R186_R025R186_E015develops_information_forEX_SSI_IRS_1099BFS verification supplies development evidence for IRS 1099 security interest alerts.2026-10-115BFS verification supplies development evidence for IRS 1099 security interest alerts.R186_R026R186_E016uses_authorization_formFORM_SSA8510SSA-8510 signed consent enables specified third-party securities disclosure.2026-10-115SSA-8510 signed consent enables specified third-party securities disclosure.R186_R027R186_E017develops_discrepancies_forEX_SSI_IRS_1099An IRS agricultural subsidy alert triggers county-agency development as needed.2026-10-115An IRS agricultural subsidy alert triggers county-agency development as needed.R186_R028R186_E018governs_alerts_fromEX_SSI_IRS_1099Refund-interest alerts from IRS are developed by evidence or claimant allegation rather than direct IRS contact.2026-10-115Refund-interest alerts from IRS are developed by evidence or claimant allegation rather than direct IRS contact.R186_R029APP_TPS_BUYINproduces_info_alertR186_E019CMS provides monthly SSI accretion alerts to alert States.2026-10-115CMS provides monthly SSI accretion alerts to alert States.R186_R030APP_TPS_BUYINproduces_info_alertR186_E020CMS generates monthly SSI termination/deletion alerts conditioned on current buy-in enrollment.2026-10-115CMS generates monthly SSI termination/deletion alerts conditioned on current buy-in enrollment.R186_R031R186_E021validates_againstR120_E001State accretion must match a CMS Health Insurance Master record before Third-Party Master posting.2026-10-115State accretion must match a CMS Health Insurance Master record before Third-Party Master posting.R186_R032R186_E021gates_record_creation_onR127_E022Third-party record creation is conditional on HIM identity reconciliation.2026-10-115Third-party record creation is conditional on HIM identity reconciliation.R186_R033EX_STATE_BUYINuses_validation_ruleR186_E021State accretion requests are screened against HIM matching fields.2026-10-115State accretion requests are screened against HIM matching fields.R186_R034APP_TPS_BUYINgenerates_responsesR186_E022Third-Party System returns acknowledged, rejected or interim disposition for state actions.2026-10-115Third-Party System returns acknowledged, rejected or interim disposition for state actions.R186_R035EX_STATE_BUYINexposes_response_productR186_E022States receive CMS response to accretion/deletion action.2026-10-115States receive CMS response to accretion/deletion action.R186_R036R186_E023governsAPP_TPS_BUYINCMS adjusts buy-in date no earlier than Medicare entitlement date.2026-10-115CMS adjusts buy-in date no earlier than Medicare entitlement date.R186_R037R186_E024governsAPP_TPS_BUYINCMS limits effective deletion retroactivity to a two-month window.2026-10-115CMS limits effective deletion retroactivity to a two-month window.R186_R038EX_STATE_BUYINcarries_deletionR186_E025SSA transmits death-based buy-in deletion through regular monthly data exchange to CMS.2026-10-115SSA transmits death-based buy-in deletion through regular monthly data exchange to CMS.R186_R039R186_E025is_processed_byAPP_TPS_BUYINCMS Third-Party System deletes buy-in with effective month of death.2026-10-115CMS Third-Party System deletes buy-in with effective month of death.R186_R040EX_STATE_BUYINcarries_deletionR186_E026SSA sends Medicare eligibility-loss deletion to CMS in monthly exchange.2026-10-115SSA sends Medicare eligibility-loss deletion to CMS in monthly exchange.R186_R041R186_E026is_processed_byAPP_TPS_BUYINCMS Third-Party System terminates buy-in in Medicare termination month/year.2026-10-115CMS Third-Party System terminates buy-in in Medicare termination month/year.R186_R042SVC_E1696generates_documentR186_E027Upon electronically signed form submission SSA creates Form SSA-1696-APP image.2026-10-115Upon electronically signed form submission SSA creates Form SSA-1696-APP image.R186_R043R186_E027is_received_inAPP_WORKTRACKField office technician receives electronic image through WorkTrack.2026-10-115Field office technician receives electronic image through WorkTrack.R186_R044APP_800_EMPVERenforces_per_call_limitR186_E028TNEV speech recognition accepts up to ten employee SSNs in one call.2026-10-115TNEV speech recognition accepts up to ten employee SSNs in one call.R186_R045APP_800_EMPVERrequires_authentication_gateR186_E029Call prompts for IRES credentials with a single permitted attempt.2026-10-115Call prompts for IRES credentials with a single permitted attempt.R186_R046R186_E029authenticates_againstAPP_IRESUser ID and self-selected password were issued by IRES access-control utility.2026-10-115User ID and self-selected password were issued by IRES access-control utility.R186_R047R186_E030governs_authorization_inAPP_WEIAWEIA applicant signing authority relies on competence or legal parent/guardian status, not merely payee appointment.2026-10-115WEIA applicant signing authority relies on competence or legal parent/guardian status, not merely payee appointment.R186_R048R186_E030governs_disclosure_forEX_PIEPIE wage access requires properly authorized consent; payee status alone is insufficient.2026-10-115PIE wage access requires properly authorized consent; payee status alone is insufficient.R186_R049R186_E031governsAPP_WEIATitle II and Title XVI require separate program-based authorization decisions.2026-10-115Title II and Title XVI require separate program-based authorization decisions.R186_R050R186_E032is_recorded_inAPP_WEIASSA records WEIA revocation in authorization system.2026-10-115SSA records WEIA revocation in authorization system.R186_R051R186_E032terminates_information_permission_forEX_PIEAfter SSA processes the revocation, PIE cannot use that person’s authorization.2026-10-115After SSA processes the revocation, PIE cannot use that person’s authorization.R186_R052R186_E033uses_authorization_formDATA_SSA8240Non-SSI-Claims-system authorization is collected on paper Form SSA-8240.2026-10-115Non-SSI-Claims-system authorization is collected on paper Form SSA-8240.R186_R053R186_E033retains_paper_image_inAPP_EPPOMS directs paper SSA-8240 into Evidence Portal for non-SSI-system cases.2026-10-115POMS directs paper SSA-8240 into Evidence Portal for non-SSI-system cases.R186_R054R186_E033may_be_reentered_intoAPP_WEIAWhen seeded into SSI Claims, employee records earlier paper response in WEIA application.2026-10-115When seeded into SSI Claims, employee records earlier paper response in WEIA application.R186_R055R186_E034governs_third_party_disclosure_viaFORM_SSA8510SSI third-party disclosure requires a wet signature for Form SSA-8510; not telephone attestation.2026-10-115SSI third-party disclosure requires a wet signature for Form SSA-8510; not telephone attestation.R186_R056R186_E034is_not_substitute_forDATA_SSA8240SSA-8510 is not a valid wage and employment information authorization form for PIE.2026-10-115SSA-8510 is not a valid wage and employment information authorization form for PIE.R186_R057R186_E035governsORG_DDSDDS must assign reviewers independent of initial-level determinations.2026-10-115DDS must assign reviewers independent of initial-level determinations.R186_R058R186_E035requires_evidence_developmentR186_E036De novo review includes earlier evidence and new sources not adequately developed.2026-10-115De novo review includes earlier evidence and new sources not adequately developed.R186_R059R186_E036may_request_records_viaAPP_ERESSA permits Electronic Records Express among means of requesting evidence quickly.2026-10-115SSA permits Electronic Records Express among means of requesting evidence quickly.R186_R060R186_E037governs_case_evidence_inREPO_CEFDDS must review/copy relevant prior paper and electronic folder evidence.2026-10-115DDS must review/copy relevant prior paper and electronic folder evidence.R186_R061R186_E037supports_review_inORG_DDSDDS reconsiders total record including earlier electronic and paper folders.2026-10-115DDS reconsiders total record including earlier electronic and paper folders.R186_R062R186_E038writes_case_note_inAPP_DCPSFunctional changes may be recorded in DCPS case note instead of new SSA-3373 form.2026-10-115Functional changes may be recorded in DCPS case note instead of new SSA-3373 form.R186_R063R186_E038writes_through_toSTRUCT_DDEDDS functional change notes are written through to Disability Determination Explanation.2026-10-115DDS functional change notes are written through to Disability Determination Explanation.R186_R064R186_E039governsAPP_MSSICSSSI case processing follows reasonable extension and third-party assistance requirements.2026-10-115SSI case processing follows reasonable extension and third-party assistance requirements.R186_R065R186_E034separates_wage_authorization_fromAPP_WEIASSA-8510 is not wage authorization and is handled separately from WEIA.2026-10-115SSA-8510 is not wage authorization and is handled separately from WEIA.R187_R0001APP_SSOARShas_documented_componentR187_E0001SSA FY2025 identifies iStore as a component of SSOARS.2026-10-115R187_R0002APP_SSOARShas_documented_componentR187_E0002SSA FY2025 confirms its financial system includes SSO services.2026-10-115R187_R0003R187_E0002enforcesR187_E0003FY2025 report specifically identifies MFA-compliant SSO for invoice approvals.2026-10-115R187_R0004R187_E0003controls_access_toAPP_SSOARSMFA-compliant SSO governs the financial invoice-approval user workflow, not universal SSA authentication.2026-10-115R187_R0005APP_SSOARShas_reporting_componentR187_E0004FY2024 financial system report describes implementation of a WebFOCUS reporting replacement.2026-10-115R187_R0006APP_SSOARShistorically_includedR187_E0005FY2024 report names BI Publisher as a legacy reporting component.2026-10-115R187_R0007R187_E0004intended_to_replaceR187_E0005FY2024 WebFOCUS implementation was intended to replace BI Publisher.2026-10-115R187_R0008APP_SSOARShistorically_includedR187_E0006FY2024 names WebCenter as a reporting component.2026-10-115R187_R0009R187_E0004intended_to_replaceR187_E0006FY2024 plans targeted replacement of WebCenter reporting with WebFOCUS.2026-10-115R187_R0010APP_SSOARShistorically_usedR187_E0007Financial controls involved now-unsupported third-party Preventive Controls Governor software.2026-10-115R187_R0011APP_SSOARShas_documented_controlR187_E0008Custom form/field validations operated as a SSOARS preventive control in FY2025.2026-10-115R187_R0012R187_E0008replacedR187_E0007FY2025 report explicitly states custom configurations replaced Preventive Controls Governor.2026-10-115R187_R0013APP_SSOARShas_documented_componentR187_E0009FY2025 official report reports implementation of the replacement general-ledger upload.2026-10-115R187_R0014APP_SSOARShistorically_usedR187_E0010FY2025 report describes previous Oracle upload technology reliant on ActiveX.2026-10-115R187_R0015R187_E0009replacedR187_E0010General ledger upload solution replaced Oracle technology reliant on ActiveX.2026-10-115R187_R0016APP_SSOARSsupports_reporting_underR187_E0011SSA financial system is an accounting source within agency DATA Act/USAspending data-quality workflow; this is governance reporting, not a direct API claim.2026-10-114R187_R0017R187_E0012uses_standardR187_E0011SSA FY2025 discusses ongoing Governmentwide Spending Data Model and quality validation of DATA Act submissions.2026-10-115R187_R0018R187_E0013subject_to_data_quality_planR187_E0012FY2024 financial report explains missing external USAspending award linkage for FY2023 reported population.2026-10-115R187_R0019R187_E0014subject_to_data_quality_planR187_E0012FY2024 financial report explains missing external USAspending award linkage for FY2024 reported population.2026-10-115R187_R0020R187_E0015subject_to_data_quality_planR187_E0012FY2025 unlinked awards are discussed alongside DATA Act data-quality assurance and external publication limitations.2026-10-115R187_R0021R187_E0015has_external_linkage_limitationR187_E0016SSA identifies data matching limitations for 2,512 unlinked awards; should not naively assign those awards to congressional districts.2026-10-115R187_R0022R187_E0014has_external_linkage_limitationR187_E0016FY2024 AFR states 669 unlinked contract and assistance awards cannot link externally in USAspending due to reporting requirements.2026-10-115R187_R0023R187_E0013has_external_linkage_limitationR187_E0016FY2024 AFR reports 484 unlinked awards in FY2023; lack of external linkage is a reporting limitation.2026-10-115R187_R0024R187_E0012validatesR187_E0017SSA uses DATA Act quality controls and treasury account symbol obligation reconciliation in financial reporting.2026-10-115R187_R0025R187_E0015submitted_toR187_E0016FY2025 SSA award submissions appear in USAspending with some external award linkages unavailable.2026-10-115R187_R0026R187_E0018cites_existing_catalog_capabilityR187_E0019The FY2025 financial report explicitly says the Analytics and Improvements inventory effort leverages existing tools and services such as Enterprise Data Catalog, without naming an implementation.2026-10-115R187_R0027R187_E0020planned_to_centralizeR187_E0018Two FY2025 inventory-governance initiatives share stated centralization goals; this relation is a governance dependency, not an asserted integrated technology interface.2026-10-113R187_R0028CAP_ENTERPRISE_LOGGINGincludes_onboardingR187_E0021FY2025 SSA report documents the enterprise logging Level 1 implementation progress.2026-10-115R187_R0029CAP_ENTERPRISE_LOGGINGincludes_onboardingR187_E0022FY2025 reports actively onboarding EL Level 2 systems.2026-10-115R187_R0030R187_E0020responds_to_governance_needR187_E0023FY2025 SSA report relates broader cyber governance improvement activity and annual audit findings, not an auditor-verified successful remediation.2026-10-114R187_R0031R187_E0024qualified_byR187_E0023Domain-specific incident-response rating cannot be used to characterize the overall FISMA program rating.2026-10-115R187_R0032APP_SSOARSsubject_toR187_E0025SSA says SSOARS patches recognized vulnerabilities on CISA KEV list.2026-10-115R187_R0033R187_E0030may_reviewR187_E0026Claimant may report wages under another SSN or an IRS-issued ITIN; intentional misuse cannot be presumed.2026-10-115R187_R0034R187_E0030routed_throughR187_E0028Field offices send qualifying Title II reviews to Center for Program Support regional personnel.2026-10-115R187_R0035R187_E0028consultsR187_E0029CPS sends the referral to regional counsel office.2026-10-115R187_R0036R187_E0029queriesR187_E0027Regional counsel uses federal court records to determine whether there was a qualifying conviction.2026-10-115R187_R0037R187_E0030requires_followupR187_E0031Field office diaries case 15 days and follows up on missing disposition.2026-10-115R187_R0038R187_E0030carries_address_attributesR187_E0032Referral includes address of record plus other aliases and addresses used.2026-10-115R187_R0039R187_E0030subject_toR187_E0033Separate intent-based OIG referral question; not every cross-SSN report constitutes intentional fraud.2026-10-115R187_R0040R187_E0030uses_claims_recordSYS_MEFReview concerns asserted covered work and insured-status earnings; no automatic MEF correction established.2026-10-114R187_R0041R187_E0030uses_identity_recordSYS_NUMIDENTSSA evaluates claimant identity and assigned SSN as background to earnings disputes; not direct master update.2026-10-114R187_R0042R187_E0034tracksFORM_IRS4029SSA maintains processing status of religious exemption Form 4029 in its Religious Exemption database.2026-10-115R187_R0043PROC_IRS4029_RETURNupdatesR187_E0034Form 4029 return processing includes create/update of religious exemption database records.2026-10-115R187_R0044PROC_IRS4029_RETURNconsultsR187_E0036SSA communicates with IRS MWU as needed for approval and status.2026-10-115R187_R0045R187_E0035supportsFORM_R96_SSA1458Form 1458 group verification uses religious group lookup data.2026-10-115R187_R0046R187_E0036returns_approval_forPROC_IRS4029_RETURNIRS-approved Form 4029 arrives in SSA REU for SSN/DOB verification and later SSA-controlled processing.2026-10-115R187_R0047APP_ESCORRconditionally_postsR187_E0037SSA staff key Form 4029 exemption information into ESCORR; POMS directs Q-indicator posting after verification.2026-10-115R187_R0048R187_E0037recorded_onSYS_NUMIDENTQ/FICA is a coded Numident waiver indicator, not an address update.2026-10-115R187_R0049R187_E0034collects_for_status_verificationR187_E0038Religious exemption Form 4029 requester status authentication can include mailing address.2026-10-115R187_R0050PROC_IRS4029_RETURNsuppresses_statement_usingAPP_PEBESSSA POMS explicitly directs Statement suppression when processed IRS Form 4029 returns.2026-10-115R187_R0051R187_E0039supplements_not_replacesR187_E0040eMailer can supplement evidence development but cannot replace mandatory mailed statutory notice.2026-10-115R187_R0052R187_E0040subject_toR187_E0041SSA policy requires properly stored electronic copies or alternate case file handling for SSI notices.2026-10-115R187_R0053R187_E0040involves_followupR187_E0043Recipient/contact development follows policy notices and response stages.2026-10-115R187_R0054R187_E0042triggers_review_ofR187_E0040Returned/forwarded SSI correspondence requires additional location and appropriate contact development.2026-10-115R187_R0055R187_E0041uses_repositoryAPP_ORSORS stores electronic notices generated through qualifying notice systems.2026-10-115R187_R0056R187_E0041may_receive_fromAPP_DPSDPS-generated notices can be available through ORS.2026-10-115R187_R0057R187_E0041may_receive_fromAPP_SSTNGSSTNG-generated correspondence can be available through ORS.2026-10-115R187_R0058R187_E0042does_not_automatically_updateSYS_SSRPOMS requires address development rather than treating USPS forwarding as self-authenticating or an automatic SSI master update.2026-10-115R187_R0059DB_SUMS_MCAS_RZLI_INTERFACEhas_match_data_availabilityR187_E0044POMS says SSI/IRS alert interface data cover most recent two years and are accessible through MI Central/SSTNG.2026-10-114R187_R0060WORK_SSI_IRS_5B_DIARYreleased_under_scheduleR187_E0045The 5B workload diary follows SSA published fiscal-year schedule.2026-10-115R187_R0061WORK_SSI_IRS_5H_DIARYmay_be_identified_usingR187_E0046SSA 5H procedures instruct accessing PE ODS to identify records with pension alerts.2026-10-115R187_R0062R187_E0046supports_identity_attribution_forSYS_SSRA 5H diary must be attributed to the correct SSI individual or deemor using SSR queries; no automatic IRS address update.2026-10-114R187_R0063WORK_SSI_IRS_5H_DIARYgenerated_under_match_ruleR187_E0047POMS provides eligibility-date, income-type, and matching criteria for 5H alerts.2026-10-115R187_R0064R187_E0047compares_toSYS_SSRPOMS requires comparison to SSI program recorded unearned income; observed difference starts development, not automatic eligibility termination.2026-10-115R188_R0001R188_E0001is_extracted_byR188_E0002OEIS draws tax-form addresses separately for ORES/OACT geographic research.2026-10-115R188_R0002R188_E0002uses_geographic_coding_softwareR188_E0003SSA documents Finalist used during research-specific address-to-state/county coding.2026-10-115R188_R0003R188_E0003producesR188_E0004Historical job-level state/county coding is derived from the extracted full tax-form address.2026-10-115R188_R0004R188_E0004historically_written_toR188_E00052022 methodology describes tape files of geocoded geographic outputs before statistical assembly.2026-10-115R188_R0005R188_E0005suppliesR188_E0006MGD process selects one code per worker using geographic coding results from tape.2026-10-115R188_R0006R188_E0004supportsR188_E0007Records with only one state/county code are treated as gold-standard for the county assignment step.2026-10-115R188_R0007R188_E0007supplies_frequency_distribution_toR188_E0008ZIP-derived frequencies among single-code workers support inference for geographic missing-code workers.2026-10-115R188_R0008R188_E0008supportsR188_E0006The documented imputation process helps choose one SCC for otherwise uncoded workers.2026-10-115R188_R0009SYS_NUMIDENTenriches_research_extractR188_E0009ORES looks up Numident to check SSN validity and add sex, birth and death attributes.2026-10-115R188_R0010R188_E0009merged_intoR188_E0010The geographic worker file is reunited with Numident-derived demographics in standalone tax-year MGD output.2026-10-115R188_R0011R188_E0006outputs_toR188_E0010MGD holds one selected state/county code per SSN for the sampled tax year.2026-10-115R188_R0012R188_E0012stored_withR188_E0010Output provides a method flag for the inferred geographic assignment.2026-10-115R188_R0013R188_E0017is_geographic_coding_standard_forR188_E0010New worker geography uses FIPS-compatible SCCs.2026-10-115R188_R0014R188_E0010generatesR188_E0011Annual production tracks input and assignment counts with 32 processing audit reports.2026-10-115R188_R0015R188_E0010subject_toR188_E0013Tax forms processed in nonprimary years are excluded from original primary-year MGD file.2026-10-115R188_R0016R188_E0013has_address_time_uncertaintyR188_E0014Late filing can make tax-form reported address temporally inconsistent with the analyzed earnings year.2026-10-115R188_R0017R188_E0010requires_caution_forR188_E0015Raw research source contains unmatched SSNs, unlike validated programmatic MEF posting.2026-10-115R188_R0018R188_E0009subject_toR188_E0015SSNs not found in Numident are flagged invalid and receive missing demographic fields.2026-10-115R188_R0019R188_E0010used_forR188_E0016Historical 2014–2021 tax-year MGD files underpin ORES preliminary estimates.2026-10-115R188_R0020ORG_SSA_ORESproducedR188_E0016SSA ORES research note presents 2014–2021 worker counts using historical MGD data.2026-10-115R188_R0021R188_E0010has_absent_earnings_field_caveatR188_E0020The MGD output has geography/demographics but not the type or amount of taxable earnings.2026-10-115R188_R0022DATA_CWHSexpanded_for_research_asR188_E0018ORES described developing ten-percent CWHS plus high-earner supplement for statistical estimates.2026-10-114Planned research sampling configuration, not proof current replacement.R188_R0023R188_E0018planned_to_supportR188_E0019Larger sample planned to reduce statistical suppression in state/county annual earnings estimates.2026-10-114R188_R0024R188_E0010planned_to_supportR188_E0019MGD geographic codes were proposed as one input to the new county earnings estimation process.2026-10-114R188_R0025R188_E0019targeted_publicationREPORT_EARN_EMP_SERIESORES aims to improve county earnings tables by replacing original 1-percent sampling.2026-10-114R188_R0026SYS_MEFwould_supply_earnings_toR188_E0019New methodology would require separate MEF-derived earnings information, not tax-form geography alone.2026-10-114Proposed analytical lineage, not a proven production interface.R188_R0027R177_SDRsource_forR188_E00212022 SSA research identifies the Structured Data Repository among DASH component sources.2026-10-115R188_R0028DB_DIODSsource_forR188_E0021SSA research identifies Disability Operational Data Store among DASH component sources.2026-10-115R188_R0029DATA_DMFsource_forR188_E0021DASH receives death/survival information from Death Master File in described research pipeline.2026-10-115R188_R0030R188_E0021refreshesR188_E0025Daily-refreshed disability data support QDD cohort and DDS receipt measurements.2026-10-115R188_R0031R188_E0021joined_withR188_E0022Researchers merged disability longitudinal case data with MTIME processing dates.2026-10-115R188_R0032R188_E0022used_inR188_E0023MTIME provided timing/survival periods for historical QDD analysis.2026-10-115R188_R0033R188_E0021used_inR188_E0023DASH supplied longitudinal disability case and DDS processing data.2026-10-115R188_R0034R188_E0023supportsR188_E0025Joined DASH/MTIME records created historical QDD cases and timing statistics.2026-10-115R188_R0035R188_E0021includes_research_unitR188_E0024Research reports distinguish single filing claims and consolidated disability cases.2026-10-115R188_R0036R188_E0022defined_byR188_E0026MTIME FY boundary is last Friday September-to-last-Friday September.2026-10-115R188_R0037APP_QDD_MODELhistorically_prioritized_cases_usingR188_E0027QDD screening identifies cases for special assignment treatment; not a determination.2026-10-115R188_R0038R188_E0025tracksR188_E0027QDD flag is studied separately from ultimate decision and processing time.2026-10-115R188_R0039APP_OIG_ICMSproduces_or_feedsR188_E0028ICMS data are pulled into standardized FBI incident reporting submissions.2026-10-115R188_R0040R188_E0028transmitted_inEX_OIG_NIBRS2026 testimony describes NIBRS report data extracted from ICMS and sent automatically via the established exchange.2026-10-115R188_R0041R188_E0029supports_development_ofPROJ_OIG_ANALYTICS_PLATFORMIndex files and requirements gathering were underway for internal extraction platform in FY2026.2026-10-115R188_R0042R188_E0031reviewed_usingAPP_OIG_ICMSOIG implemented investigative case-management enhancements to review SSN-holder mismatch referrals.2026-10-115R188_R0043R188_E0030belongs_toORG_SSA_OIGOIG reports redesigning its fraud/imposter report intake web forms.2026-10-115R188_R0044R188_E0033governed_by_destruct_after_validationR188_E0032IRS tax alert personal data require safeguarding and destruction after use unless serving as disposition record.2026-10-115R188_R0045R188_E0033is_not_an_automatic_update_toSYS_SSRSSA policy treats IRS alert addresses as restricted tax information subject to investigation; no master address update described.2026-10-114Negative inference control, not a demonstrated lack of every possible separate workflow.R189_R001R189_E001contains_documented_data_storeR189_E0022012 NDDS/ASSP QA architecture2012-08-225POMS explicitly identifies QA database in ASSP.R189_R002R189_E001providesR189_E0032012 DDS federal sample selection2012-08-225POMS explicitly describes federal sample-selection capability.R189_R003R189_E004has_documented_exception_forR189_E005DDS system acquisitions2026-09-105Explicit SSADARS exception to complete feasibility-review requirement.R189_R004R189_E004requires_security_reviewR189_E006DDS acquisition design controls2023-09-265Security study and regional ISO approval required for DDS system proposals.R189_R005R189_E006requires_continuity_controlR189_E007DDS security and offsite backups2023-09-265DDS system security guidance expects offsite backup and recovery capability.R189_R006R189_E008controls_filing_validation_forSVC_E1696SSA-1696 form-version acceptance2026-10-025New appointments require edition available at date established since December 9 2024.R189_R007R189_E009governs_updates_submitted_throughSVC_E1696signed appointment updates2026-10-025Specific fields require one or both signers, as documented in 2026 revision.R189_R008R189_E010constrains_case_authorization_ofSVC_E1696Title II and Title XVI appointment scoping2026-10-025Case-specific scope must not be extrapolated to other claims or programs.R189_R009R189_E011triggers_separate_processing_inAPP_RASRpartial success representative appointment2026-10-025SSA instructs employees to process appointment notwithstanding failed fee assignment.R189_R010R189_E012is_enforced_inAPP_RASRentity affiliation in RASR2026-10-025SSA requires affiliation before fee-payment assignment, not as representative identity.R189_R011R189_E011applies_toSVC_E1696SSA-1696 fee assignment and appointment2026-10-025Failed assignment does not block valid appointment.R189_R012R189_E014uses_verification_exchangeEX_AFI_FISSI resource checking2026-09-105AFI program uses account balance retrieval with consent and FI participation caveats.R189_R013R189_E013controls_resource_calculations_onUI_SSI_FI_ACCOUNTSSI monthly account resources2026-09-105SSI policy values balances as of first day of month, with exclusions and deductions.R189_R014R189_E014supports_documentation_onUI_SSI_FI_ACCOUNTFI resource account development2026-09-105FI verification populates resource development in SSI Claims UI; exact transport/persistence not inferred.R189_R015R189_E015is_recorded_onUI_SSI_FI_PERMISSIONfinancial permission attribute2026-09-105Permission persists in SSI Claims permission UI rather than inferred permanent bank/vendor store.R189_R016R189_E016applies_when_account_data_not_available_fromEX_AFI_FImanual replacement for eAFI responses2026-09-105Manual/alternative proof may permit adjudication before AFI response; later FI data separately addressed.R189_R017R189_E016documents_evidence_onUI_SSI_FI_ACCOUNTaccepted SSI resource evidence2026-09-105Bank statements and FI records establish balances on FI account page.R189_R018R189_E017is_enforced_byR189_E014mandatory broad FI checks2026-09-105Negative lookups and past 25-month balance requests persist despite alternative verification.R189_R019R189_E018follows_late_response_fromR189_E014AFI responses after eligibility action2026-09-105SSA policy prescribes independent later processing when response arrives post-adjudication.R189_R020R189_E019recorded_onUI_SSI_FI_ACCOUNTbank contact metadata for financial verification2026-09-105Bank institution address is FI metadata, not beneficiary address.R189_R021R189_E020restricts_manual_verification_underR189_E014FI telephone account lookups2026-09-105Protects account credential secrets; employee not permitted to collect claimant PIN.R189_R022R189_E021controls_exception_followup_forR189_E014Participating FI verification2026-09-105AFI vendor handles participating FI contact, preventing duplication of direct technician inquiries.R189_R023R189_E022adjusts_account_valuation_underR189_E013SSI resource first-of-month values2026-09-105Early deposited benefit amounts and qualified tax refunds excluded when material, not blanket removal of all deposits.R189_R024R189_E022documented_onUI_SSI_FI_ACCOUNTExcluded Amount resource interface2026-09-105SSI Claims FI Account page specifies reason and amount for resource exclusion.R189_R025R189_E023produces_scenario_outputR189_E024OACT single-year proposal projections2026-10-115Published proposal-specific annual table is modeled output, not observed trust fund data.R189_R026R189_E025produces_scenario_outputR189_E026OACT trust fund investment scenario tables2026-10-115OACT G1 modeled data series separate from actual trust-fund investment holdings.R189_R027R189_E027uses_methodological_caveatR189_E028disability processing time statistics2017-06-265Report notes pending cohort censoring and exclusion of claims denied before medical determination.R189_R028R189_E029controls_start_of_reliance_onEX_PIEpayroll exchange opt-in2026-10-075Claimant must continue other wage reporting until SSA confirms PIE receipt.R190_R0001R190_E001containsR190_E002EPUF demographic component2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0002R190_E001containsR190_E003EPUF annual earnings component2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0003R190_E001based_primarily_onSYS_MEFMEF summary segment administrative earnings values2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0004R190_E001uses_sampling_methodR190_E0061-percent SSN systematic sample2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0005R190_E001subject_toR190_E005research disclosure protections2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0006R190_E002links_by_randomized_identifierR190_E004public subfile join field2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0007R190_E003links_by_randomized_identifierR190_E004public subfile join field2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0008R190_E002stores_aggregate_earnings_periodR190_E0061937–1950 aggregate earnings in demographic subfile, method-defined2011-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0009R190_E007publishesR190_E008state age output2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0010R190_E007publishesR190_E009state eligibility output2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0011R190_E007publishesR190_E010region diagnostic output2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0012R190_E007publishesR190_E011Census-area diagnostic output2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0013R190_E007appliesR190_E012disclosure controls2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0014R190_E009combines_eligibility_categories_underR190_E012blind and disabled reporting categories combined2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0015R190_E010uses_geographic_aggregation_controlR190_E012SSA regions versus state breakout2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0016R190_E011uses_geographic_aggregation_controlR190_E012Census Areas versus state breakout2013-045Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0017R190_E013supplies_sample_toR190_E014SSA Ticket Research File study finder file2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0018R190_E014provided_to_cms_for_sample_extractionR190_E015CMS selects Medicare enrollment records for sample2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0019R190_E014provided_to_cms_for_sample_extractionR190_E016CMS selects Medicaid analytic records for sample2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0020R190_E015contributes_research_data_toR190_E017CMS Medicare enrollment extract joined for research2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0021R190_E016contributes_research_data_toR190_E017CMS Medicaid extract joined for research2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0022R190_E014defines_cohort_forR190_E017SSNs and basic identifiers used in historical study join2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0023R190_E017uses_observation_windowR190_E01884-month person-time design2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R190_R0024R190_E017applies_coverage_definitionR190_E019Medicare Part A and full Medicaid only2012-085Direct official published documentation; historical workflow/data product; no claim of current physical architecture or automatic master-record update.R191_R0001R152_E002permits_conditional_numident_correctionR191_E001MBR proof codes B or C may support Numident DOB correction without new age evidence where POMS conditions hold.2026-10-115R191_R0002R191_E001authorizes_change_toSYS_NUMIDENTAuthorized correction affects Numident after identity and proof-code review; not generalized database replication.2026-10-115R191_R0003R152_E003triggersR191_E002An SSR Q age proof indicator requires full age development before Numident correction.2026-10-115R191_R0004R191_E002limits_evidence_use_forSYS_NUMIDENTNo unconditional write from SSR DOB code Q into Numident.2026-10-115R191_R0005PROC_SSI_INTERSTATE_COA_STAGINGappliesR191_E003Interstate change may stage a mailing update while keeping previous residence state/county and payment codes pending investigation.2026-10-115R191_R0006R191_E003preserves_prior_state_codes_onDATA_SSR_CMPH_SEGMENTWhen new residence has not been established, prior codes remain interim; follow-up is necessary.2026-10-115R191_R0007R191_E003may_generate_referral_inUI_MSSICS_DWO1After a move, the old field office may route an unresolved living-arrangement development issue to the new office using DWOI.2026-10-115R191_R0008FORM_SSA8203BKrecordsR191_E004Paper redetermination includes a separate claimant-residence prompt and documents mailing discrepancies in remarks.2026-10-115R191_R0009R191_E004has_structured_residence_entry_inUI_SSI_LRESThe SSI Claims system records residence in the Residence Address and Jurisdiction page.2026-10-115R191_R0010R191_E004has_structured_mailing_entry_inUI_SSI_APIDThe SSI Claims system records mailing address in Personal Information, General ID.2026-10-115R191_R0011PROC_SSI_WU_S06includes_system_triggerR191_E005Address-related Treasury check return may initiate automated whereabouts-unknown S06 status.2026-10-115R191_R0012R191_E005changes_payment_status_inSYS_SSRThe automatic event relates to SSR S06 payment status, not to automatic updating of the residential address.2026-10-115R191_R0013PROC_SSI_WU_S06appliesR191_E006SSA separates required locate attempts from optional bank/SASRO leads.2026-10-115R191_R0014R191_E006uses_postal_inquiryFORM_SSA_L2001Required postal address inquiry, subject to documented exceptions; USPS response is only a location lead.2026-10-115R191_R0015R191_E006may_consult_state_address_leads_inEX_SASROState welfare or food-stamp address differences require further development rather than automatic SSR posting.2026-10-115R191_R0016R189_E005generates_or_exposesR191_E007SSADARS printout is identified as the place Spanish notice needs should be reflected.2026-10-115R191_R0017R191_E008waives_notice_requirement_fromR191_E007Signed waiver and claims-folder evidence can override Spanish-notice default for qualifying beneficiaries.2026-10-115R191_R0018R191_E009checksR191_E007DHU reviews disability folder and SSA-derived language need signals; no automatic SSADARS feed is established.2026-10-114R191_R0019R191_E009may_be_waived_usingR191_E008Appropriate beneficiary SSA-381-SP and documented waiver are required.2026-10-115R191_R0020R191_E010is_documented_atR191_E011Email memorandum and case note precede ordering; source does not identify a specific database or email transport architecture.2026-10-115R191_R0021R191_E012requires_rationaleR191_E010An ALJ must document reasoning even when medical-expert evidence is required by authority or the cited equivalence condition.2026-10-115R191_R0022R191_E013requires_rationaleR191_E010Discretionary ME requests require specified case-specific rationale.2026-10-115R191_R0023R191_E014redirects_publication_toDATA_OACT_INSURED_WORKERS_STATUSSupplement table 4.C1 insured-worker status is provided through the OACT data product rather than duplicated Supplement publication.2026-10-115R191_R0024DATA_OACT_INSURED_WORKERS_STATUShas_2026_vintageR191_E015Current insured-status publication shows 1940-2026 values and qualified 2026 Trustees/CWHS source provenance.2026-10-115R191_R0025R191_E015sourced_partly_fromDATA_CWHSOACT page explicitly says estimates are based in part on the 1% Continuous Work History Sample.2026-10-115R191_R0026R191_E015has_age_sex_companion_tableR191_E016Separate insured worker age/sex statistical table.2026-10-115R191_R0027R191_E015has_disability_insured_age_sex_companionR191_E017Age/sex disability-insured counts differ from awards or payments.2026-10-115R191_R0028DATA_OACT_SOCSEC_AREA_INSUREDhas_publication_vintageR191_E018OACT population-denominator and insured-share table provides a separate statistical context for insured worker counts.2026-10-115R191_R0029R191_E015uses_population_denominator_fromR191_E018Insured status ratios must use the Social Security area reference population rather than a simple residential census count.2026-10-115R191_R0030R191_E019supports_follow_up_inAPP_SSI_CLAIMS_LOGICALAn addressed change report initiates the policy-controlled SSI posteligibility development process; POMS does not identify automatic IRS-origin master updating.2026-10-114R191_R0031R191_E019triggers_development_underR191_E003SSI changes of residence can necessitate staged mailing and living-arrangement updates when interstate eligibility factors remain unresolved.2026-10-114R191_R0032UI_SSI_LRESdocuments_residence_separately_in_2026DATA_SSR_CMPH_SEGMENTCorrect residence state/county and living-arrangement inputs affect CMPH Medicaid and SSI computations rather than only postal delivery.2026-10-115R191_R0033R189_E005documented_in_2023_notice_policyR191_E009The SSADARS printout is named as disability hearing unit language-notice documentation, not a proven data-transfer protocol.2026-10-115R191_R0034R152_E002requires_code_specific_verification_beforeSYS_NUMIDENTMBR age proof codes have conditions; an MBR DOB does not unconditionally replace Numident DOB.2026-10-115R191_R0035R152_E003requires_code_specific_verification_beforeSYS_NUMIDENTSSR Q must undergo full age development; specific other codes have conditional acceptance.2026-10-115R192_REL0001DATA_CWHSprovides_sample_forR192_E001CWHS one-percent sample underlies Table 4.B10.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0002DATA_CWHSprovides_sample_forR192_E002CWHS one-percent sample underlies Table 4.B12.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0003R192_E003provides_address_observation_toR192_E005End-of-year residence from electronically filed employer reports is the primary worker state attribution.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0004R192_E004provides_fallback_location_toR192_E005Paper wage-report employer location is used as a geographic proxy, not verified worker residence.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0005R192_E005governs_state_assignment_forR192_E001State-level 2023 covered-worker table applies documented residence/employer fallback.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0006R192_E005governs_state_assignment_forR192_E002State-level 2023 HI-covered-worker table applies documented residence/employer fallback.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0007R192_E006replaces_background_section_ofREPORT_STAT_SUPP_SERIES2026 standalone reference replaces the supplement’s through-2024 program description and legislative-history background.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0008R192_E006supports_interpretation_ofREPORT_STAT_SUPP_2026Standalone OASDI reference is linked from the current statistical supplement.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0009R192_E007supports_interpretation_ofREPORT_STAT_SUPP_2026Cross-publication glossary is linked from 2026 supplement.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0010R192_E007supports_interpretation_ofREPORT_SSI_ASR_2025Glossary consolidates SSI annual statistical report terminology.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0011R192_E008applies_interpretive_scope_toR192_E007Statistical glossary definitions are program-tagged and subject to edition-specific notes.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0012R192_E009limits_policy_authority_ofR192_E006SSA explicitly disclaims OASDI publication reference as official program policy.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0013R192_E013relates_year_offset_toR192_E010January 1 population corresponds to preceding December 31 population.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0014R192_E013relates_year_offset_toR192_E012December 31 population corresponds to following January 1 population.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0015R192_E010shares_assumption_vintage_withR192_E011Beginning and midyear exports use 2022 trustees intermediate assumptions.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0016R192_E011shares_assumption_vintage_withR192_E012Midyear and year-end exports use 2022 trustees intermediate assumptions.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0017DATA_SSR_ACDis_compared_under_ruleR192_E014SSR ACD compared with MBR address last-updated for selecting more current Title II correspondence location.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0018R192_E014authorizes_conditional_manual_update_usingAPP_POSTitle II employee may enter the more-current SSI address into MBR via POS after comparing dates.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0019R192_E015initiates_controlled_update_usingAPP_POSFI/USPS supplied located address entered through POS by SSA employee.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0020DATA_FI_LOCATE_MAIL_ADDRsupports_update_ruleR192_E015FI address lead supports POS entry under narrowly documented returned-mail circumstances.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0021DATA_USPS_LOCATE_MAIL_ADDRsupports_update_ruleR192_E015USPS address response supports POS entry under narrowly documented returned-mail circumstances.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0022R192_E015initiates_if_concurrent_mismatchR192_E016Where SSI and Title II addresses differ, PCS/TSC follow-up is separate from Title II POS.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0023R192_E016uses_case_referralAPP_MDW_AIPSC/TSC sends Request for Assistance or MDW to servicing FO.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0024R192_E016requests_update_viaAPP_SSI_CLAIMS_LOGICALSSI FO technician updates SSR through SSI Claims System.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0025R192_E017governs_development_ofPROC_T2_UNDELIV_ADDRESSUndeliverable due-process or required response notices trigger address development.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0026R192_E018may_preserve_inREPO_NDREDAbsent an ORS retained copy, returned notice is faxed into NDRed via Evidence Portal.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0027R192_E019directs_staff_to_review_and_updateSYS_MBRUpon Numident sex-field update, POMS directs follow-up on MBR.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0028R192_E019directs_staff_to_review_and_updateSYS_SSRUpon Numident sex-field update, POMS directs follow-up on SSR.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0029R192_E020requires_consistency_review_ofSYS_MBRNumident parent-name correction may require Title II beneficiary relationship review.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0030R192_E020requires_consistency_review_ofSYS_SSRNumident parent-name correction may require SSI record review.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0031DATA_DISABILITY_RESEARCH_FILEaggregates_intoR192_E021SSA identifies DRF annual application-file updates as Table 69 source.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0032DATA_DISABILITY_RESEARCH_FILEaggregates_intoR192_E022Annual DRF records underpin initial/recon/hearing SSI allowance tables.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0033R192_E023defines_calculation_forR192_E021Different numerator and denominator for allowance versus award; subsequent technical denials counted differently.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0034R192_E024qualifies_interpretation_ofR192_E021Incomplete recent cohorts will be revised as pending claims reach final decision.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0035R192_E025alters_comparability_ofR192_E022Prototype 10-state no-reconsideration regime affects level distribution until 2020.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0036R192_E021published_inREPORT_SSI_ASR_2025Table 69 published in the 2025 SSI annual statistical report.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0037R192_E026governs_published_suppression_ofDATA_SSI_STATE_COUNTY_2025Suppressed county cells contribute to state totals; public table is disclosure controlled.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0038R192_E027governs_published_rounding_ofDATA_SSI_STATE_COUNTY_2025State payment amount is unrounded sum, not necessarily sum of published rounded county figures.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R192_REL0039SYS_SSRprovides_aggregate_statistics_toDATA_SSI_STATE_COUNTY_2025Report uses SSR administrative records, not a separate physical residence authority.2026-10-115Documented as of cited source. Do not infer automatic updating, physical transport, current deployment, or retention beyond what source says.R193_R001R193_E001explicitly_documented_no_interface_withAPP_CPMS2023 POMS DI 81001.035 CEF-copy document-location instructions2026-10-115Negative current interface finding limited to source observation; revalidate current state before using operationally.R193_R002R193_E001explicitly_documented_no_interface_withREPO_CEF2023 POMS DI 81001.035 CEF-copy document-location instructions2026-10-115Negative current interface finding limited to source observation; revalidate current state before using operationally.R193_R003R193_E001explicitly_documented_no_interface_withAPP_ORS2023 POMS DI 81001.035 CEF-copy document-location instructions2026-10-115Negative current interface finding limited to source observation; revalidate current state before using operationally.R193_R004R193_E002manual_folder_location_check_includesAPP_MCSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R005R193_E002manual_folder_location_check_includesAPP_MSSICSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R006R193_E002manual_folder_location_check_includesAPP_CCEEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R007R193_E002manual_folder_location_check_includesSYS_MBREmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R008R193_E002manual_folder_location_check_includesSYS_SSREmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R009R193_E002manual_folder_location_check_includesDB_DCFEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R010R193_E002manual_folder_location_check_includesAPP_ERPSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R011R193_E002manual_folder_location_check_includesAPP_EVIEWEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R012R193_E002manual_folder_location_check_includesAPP_ORSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R013R193_E002manual_folder_location_check_includesAPP_CPMSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R014R193_E002manual_folder_location_check_includesAPP_ARPSEmployee consults named system/record to locate materials needed for official disability folder copy.2026-10-115R193_R015R193_E003excludes_from_disclosure_copyREPO_CEFTemporary/current development documents not part of releasable official copy.2026-10-115R193_R016R193_E004requires_materialization_inREPO_CEFLinked ORS/CPD evidence must be copied into current folder before media export.2026-10-115R193_R017R193_E005excludes_metadata_from_exportAPP_EVIEWMessages/flags/annotations not automatically included in CD export of electronic images.2026-10-115R193_R018APP_ORSsupports_manual_import_intoR193_E006ORS source documents can be imported selectively into CEF via eView.2026-10-115R193_R019R193_E006stages_selected_content_toREPO_CEFManual selection/import through eView before CD export.2026-10-115R193_R020R193_E007requires_indexed_barcodeR193_E008Evidence request letter includes DMA indexing barcode and return address of contract scanning service.2026-10-115R193_R021R193_E008is_barcode_record_forCOMP_DMADMA links returned records to intended electronic disability folder with indexing.2026-10-115R193_R022R193_E009propagates_work_history_toFORM_SSA3369BKWork History segment SSA-3368 entered into EDCS populates SSA-3369 work history.2026-10-115R193_R023APP_EDCSperforms_documented_field_propagationR193_E009POMS DI 81020.020 explicit SSA-3368 to SSA-3369 transformation.2026-10-115R193_R024DATA_EFI_DOWNLOADmissing_rep_data_triggers_manual_processR193_E010Title XVI-only appointed rep missing from EFI download requires manual entry to DDS case system.2026-10-115R193_R025R193_E010requires_representation_verification_inAPP_EDCSCheck Representative Involved flag and Form SSA-1696 before entering contact attributes manually.2026-10-115R193_R026R193_E010requires_manual_entry_ofR193_E016Name, postal address, telephone and fax information.2026-10-115R193_R027R193_E011is_displayed_inAPP_EDCSEDCS Action Page Request FO to add Client Contact2026-10-115R193_R028R193_E012stored_in_documentation_section_ofREPO_CEFHIT MER clinical information located in yellow section of EF.2026-10-115R193_R029R193_E013stored_in_documentation_section_ofREPO_CEFHIT request/response/SSA-827 messages identified in blue section.2026-10-115R193_R030R193_E014constrains_document_content_inR193_E012HIT Standard Documents are narrative extracts; graphics/images in specified modalities are excluded.2026-10-115R193_R031R193_E015used_for_follow_up_ofR193_E012Use HIT User Trigger for electronic followup when relevant to HIT MER, then ERE/traditional when needed.2026-10-115R193_R032R193_E015may_use_electronic_records_expressAPP_EREERE alternative where applicable; does not imply direct HIT-to-ERE API.2026-10-115R193_R033DATA_EFI_DOWNLOADcontains_optional_rep_contact_attributesR193_E016Specific data attributes from EFI may be incomplete on Title XVI only cases.2026-10-115R193_R034APP_EVIEWprovides_unreceipted_barcode_queryR193_E017Query lists only eView-created DMA barcode requests not yet receipted.2026-10-115R193_R035R193_E018limits_coverage_ofR193_E017Query excludes DDS legacy, CPMS and ARPS generated barcodes.2026-10-115R193_R036APP_EVIEWrecords_bookmark_audit_attributes_inR193_E019Document bookmarks track associated page, user and dates.2026-10-115R193_R037APP_EVIEWexposes_categorized_page_metadata_inR193_E020Category type e.g. Mental/Physical plus page/source/exhibit/indexing info.2026-10-115R193_R038R193_E020opens_pages_inUI_DMA_VIEWERCategorized page hyperlinks open viewer to specific document pages.2026-10-115R193_R039R193_E021is_section_ofUI_EVIEW_CASE_DOCUMENTSPrivate hearing file accessible only in hearing office with jurisdiction.2026-10-115R193_R040APP_CCEguides_resource_redetermination_withR193_E022Current SSI Claims guided REDETERMINATION event path.2026-10-115R193_R041R193_E023governsR193_E022Requires renewed permission to query financial institution during FO-initiated SSI RZ.2026-10-115R193_R042R193_E024is_followed_duringR193_E022IRS controlled alerts developed as required; informational used as leads.2026-10-115R193_R043R193_E025is_recorded_forR193_E022Form SSA-8203-BK collecting bank/company address is organization address, not residence.2026-10-115R193_R044SYS_SSRdirect_deposit_indicator_can_promptR193_E026SSR direct-deposit indicator prompts account resource development.2026-10-115R193_R045SYS_MBRdirect_deposit_indicator_can_promptR193_E026MBR direct-deposit indicator prompts account resource development.2026-10-115R193_R046R193_E026requires_documentation_inUI_CCE_FIN_ACCOUNTSUse CCE Financial Accounts screen to record account used for direct deposit.2026-10-115R193_R047R193_E027governsR193_E022Early payment adjustment at FOM resource count requires evidence and eligibility rules.2026-10-115R193_R048R193_E028recorded_as_attribute_inSYS_MBRRepresentative Payee Type code as Individual or Organization.2026-10-115R193_R049R193_E028recorded_as_attribute_inSYS_SSRRepresentative Payee Type code as Individual or Organization.2026-10-115R193_R050R193_E028recorded_as_attribute_inAPP_ERPSRepresentative Payee Type code as Individual or Organization.2026-10-115R193_R051R193_E029controls_ein_evidence_inAPP_ERPSManager seeks IRS or state proof if EIN or incorporated status conflicts with EIF.2026-10-115R193_R052R193_E030statistical_input_fromSYS_MBRSSA monthly snapshot Table 1 is based on full-population MBR administrative counts.2026-10-115R193_R053R193_E030statistical_input_fromSYS_SSRSSA monthly snapshot Table 1 is based on full-population SSR administrative counts.2026-10-115R193_R054R193_E031is_methodological_rule_forR193_E030Cross-program individuals are deduplicated; tables distinguish program-specific receipt.2026-10-115R196_R001R196_E001evaluatesSYS_NUMIDENTSSPA first original SSN and work-authorization verification2026-10-115R196_R002R196_E002attribute_ofSYS_NUMIDENTearliest original Numident iteration; not every cycle date equals authoritative original assignment2026-10-115R196_R003R196_E003attribute_ofSYS_NUMIDENThistoric work authorization coding used in insured-status development2026-10-115R196_R004R196_E001usesR196_E002original properly assigned SSN issue date exception2026-10-115R196_R005R196_E001usesR196_E003SSN work-purpose history2026-10-115R196_R006R196_E001subject_toR196_E004wrong-number/scrambled/later-new-SSN original-issue-date exceptions2026-10-115R196_R007R196_E004requiresR196_E005resolve identity and assignment conflicts before relying on SSN cycle date2026-10-115R196_R008R196_E005usesAPP_ICORdocumented earnings attribution correction path2026-10-115R196_R009R196_E001has_alternativeR196_E006B-1/D-1/D-2 eligibility alternative to work SSN history2026-10-115R196_R010R196_E001triggersR196_E007not-met case with SSN, special manual Title II disallowance processing2026-10-115R196_R011R196_E007processed_viaAPP_MACADEmanual transaction entry for special-case Title II disallowance2026-10-115R196_R012R196_E007processed_viaAPP_MADCAPmanual disallowance processing system2026-10-115R196_R013R196_E007excludesAPP_MCSMCS/EC excluded when Section 211 not met2026-10-115R196_R014R196_E007producesR196_E008manual disallowance notification2026-10-115R196_R015R196_E008generated_usingAPP_DPSinitial claim misc disallowance template2026-10-115R196_R016R196_E007usesR196_E009code 292 Section 211 not met; 291 qualifying nonimmigrant award2026-10-115R196_R017R196_E001subject_toR196_E010special indicator exception routed to region2026-10-114R196_R018R196_E012limitsEX_EAEEAE enrollment omits race/ethnicity indicators2026-10-115R196_R019R196_E012applies_toDATA_NUMIDENT_EAB_PARENTAGEEAB medical-only race information excluded from enumerated personal attributes2026-10-114R196_R020R196_E013usesR196_E014historical CPS/ASEC race and beneficiary characteristics2026-10-114R196_R021R196_E013usesR196_E015historical ACS race characteristics without SSA admin linkage2026-10-114R196_R022R196_E013usesDATA_SIPPhistorical SIPP comparisons and linked administrative survey data2026-10-114R196_R023R196_E013usesPROG_HRShistorical HRS research linkage availability2026-10-114R196_R024R196_E013subject_toR196_E016demographic data-collection and category-change caveat2026-10-115R196_R025R196_E011subject_toR196_E016self-selected volunteer race entries are incomplete longitudinally2026-10-115R196_R026R196_E017usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R027R196_E017subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R028R196_E018usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R029R196_E018subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R030R196_E019usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R031R196_E019subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R032R196_E020usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R033R196_E020subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R034R196_E021usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R035R196_E021subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R036R196_E022usesR196_E023Year dimension and single ages 0-119 across gender-specific files2026-10-115R196_R037R196_E022subject_toR196_E024Trustees intermediate assumption and 2024 publication vintage; historical observations vary by file2026-10-115R196_R038R196_E017has_vintage_comparatorDATA_OACT_COHORT_LIFE_2026same statistical family; distinct 2024 and 2026 vintage2026-10-114R196_R039R196_E019has_vintage_comparatorDATA_OACT_PERIOD_LIFE_2026same statistical family; distinct 2024 and 2026 vintage2026-10-114R196_R040R196_E025usesR196_E026Linked HRS administrative covered earnings used for earnings before/after disability decision2026-10-115R196_R041R196_E026derived_fromSYS_MEFMEF earnings summarized for HRS consenting subjects2026-10-115R196_R042R196_E026access_subject_toR196_E027consented respondents and restricted data analysis2026-10-115R196_R043R196_E025usesPROG_HRSHRS survey data and claimant decision dates2026-10-115R196_R044R196_E028tracksREPORT_STAT_SUPP_20262026 Supplement releases sections over June 2026-February 2027 expected schedule2026-10-115R197_R0001EX_CMS_NURSING_1076sends_monthly_finderR197_E00012026 CMA 1076 notice: SSA supplies CMS a monthly finder file drawn from SSI/SVB records (SORN 60-0103).2026-10-115R197_R0002R197_E0001matched_againstDATA_CMS_LTC_MDSCMS compares monthly SSI/SVB finder against LTC/MDS facility admission/discharge source records (SORN 09-70-0528).2026-10-115R197_R0003DATA_CMS_LTC_MDSproduces_match_responseR197_E0002CMS submits a response file to SSA after matching SSA finder against its LTC/MDS records.2026-10-115R197_R0004R197_E0002supports_review_ofR197_E0004Facility admissions/discharges inform review of SSI eligibility and potential SVB residence abroad.2026-10-115R197_R0005R197_E0003represents_match_subject_inR197_E0002The CMS response concerns nursing-facility admission and discharge observations.2026-10-115R197_R0006EX_CMS_NURSING_1076subject_to_effective_date_correctionR197_E0005Original 2026-05-07 notice had erroneous 2025 year; 2026-06-22 correction specifies June 20, 2026.2026-10-115R197_R0007EX_CMS_NURSING_1076supports_residence_reviewR197_E0004CMS matched nursing facility data support examination of SVB beneficiaries no longer residing abroad; not direct residence master-record update.2026-10-115R197_R0008EX_CMA1038_BFS_SAVINGSsends_finderR197_E00062026 renewal notice: SSA sends SSN and name for roughly 10 million SSI applicant/recipient/deemor records.2026-10-115R197_R0009R197_E0006is_matched_withEXT_BFS_US_SECURITIES_ACCESSTreasury Fiscal Service compares SSA SSI SSN and name finder against United States Securities and Access ownership records.2026-10-115R197_R0010EX_CMA1038_BFS_SAVINGSreceives_security_information_fromR197_E0007Fiscal Service supplies matched security purchase and redemption details to SSA for SSI benefit eligibility verification.2026-10-115R197_R0011R197_E0007is_governed_byR197_E0008Returned savings securities information is for SSI financial verification of omitted or incorrect reporting.2026-10-115R197_R0012EX_CMA1038_BFS_SAVINGSsupportsDOM_TITLE162026 renewal describes SSI applicants, recipients and deemors; not Medicare Part D Extra Help.2026-10-115R197_R0013DATA_CMS_HIXrequests_verification_usingR197_E0009CMS Qualified Health Plan and affordability-program consumers are checked with five required request fields.2026-10-115R197_R0014R197_E0009is_processed_throughEX_CMS_ACA_1097CMS request fields are used for SSA matching pursuant to CMA 1097; not physical cross-agency Person database.2026-10-115R197_R0015EX_CMS_ACA_1097conditionally_disclosesR197_E0010SSA can return name, DOB, death/disability/incarceration, income, citizenship and SSN attestation, and coverage quarters as available.2026-10-115R197_R0016R197_E0010constrained_byR197_E0011Name/SSN match and available-data limitations in published CMS notice.2026-10-115R197_R0017EX_CMS_ACA_1097supportsDOM_TITLE2CMS ACA affordability eligibility may use SSA Title II annual and monthly income verification.2026-10-115R197_R0018R197_E0013predecessor_ofR197_E0014POMS DX 00101.010 identifies 2013 ODEPP and its ODEPPIN successor in October 2018.2026-10-115R197_R0019R197_E0014governance_function_transferred_toR197_E00122025 merger with SSA Law and Policy, and 2026 placement of data exchanges under PPDX.2026-10-115R197_R0020R197_E0012requires_application_formFORM_SSA157External requesters use SSA-157 DXRF submitted to PPDX for new and expanded outgoing data exchanges.2026-10-115R197_R0021FORM_SSA157collectsR197_E0016SSA-157 requires purpose, requested data, legal authority, volume, frequency, safeguards, prior exchange history.2026-10-115R197_R0022R197_E0012classifies_sharing_underR197_E0017Administrative payroll and manual transfers excluded from PPDX programmatic data-exchange definition.2026-10-115R197_R0023R197_E0012refers_agreement_type_toR197_E0015Designated SSA legal branches determine applicable agreement type for the exchange.2026-10-115R197_R0024R197_E0012defines_exchange_modeR197_E0018POMS identifies real-time query responses as generic permitted transmission pattern.2026-10-115R197_R0025R197_E0012defines_exchange_modeR197_E0019POMS identifies overnight high-volume batch sharing as generic pattern.2026-10-115R197_R0026R197_E0020usesSYS_MEFLinked DER extract draws on SSA administrative detailed wage records; NOT evidence for modifying MEF.2026-10-115R197_R0027R197_E0020measures_survey_responseR197_E00212024 study compares Census CPS/ASEC WSAL_VAL to SSA DER Box 5 wages.2026-10-115R197_R0028R197_E0020measures_administrative_wageR197_E0022SSA Detailed Earnings Record comparison variable derived from W-2 Box 5.2026-10-115R197_R0029R197_E0020limited_byR197_E0023Research excludes self-employment reported via IRS Schedule SE.2026-10-115R197_R0030R197_E0020subject_toR197_E0024Earnings difference metrics depend on survey nonresponse/imputation and wage definitions.2026-10-115R197_R0031R197_E0025publishes_analysis_ofR197_E00202024 SSA Research and Statistics Note 2024-01 reports linked CPS and DER wage differences.2026-10-115R197_R0032R197_E0021compared_withR197_E0022CPS WSAL_VAL and DER W-2 Box 5 are different measures and should not be treated as identical administrative data elements.2026-10-115R198_R0001APP_EDCSautomatically_posts_medical_cdr_appeal_toDB_DCFEDCS transfer updates DCF on standard Title II medical CDR appeal pathway; excluded cases follow separate exception route.2026-10-115R198_R0002APP_EDCSautomatically_posts_medical_cdr_appeal_toSYS_MBREDCS transfer updates MBR on standard Title II medical CDR appeal pathway; verify completion and exception handling.2026-10-115R198_R0003R198_E0001governs_controlled_change_toSYS_MBRExplicit automatic transfer is limited to documented Title II CDR appeal process.2026-10-115R198_R0004R198_E0006documents_appeal_onSYS_SSRMSSICS initial appeal entry captures Title XVI CDR/SBC data on SSR before verification in EDCS.2026-10-115R198_R0005R198_E0006propagates_data_toAPP_EDCSTitle XVI data entered in MSSICS should mirror in EDCS; user instructed to verify.2026-10-115R198_R0006R198_E0002verifies_updates_onSYS_MBRFO five-day follow-up for MBR after medical CDR appeal determination.2026-10-115R198_R0007R198_E0002verifies_updates_onSYS_SSRFO five-day follow-up for SSR in Title XVI and concurrent medical CDR appeals.2026-10-115R198_R0008R198_E0003notifies_after_master_record_changesAPP_EDCSFO makes applicable MBR, MSSICS and EDCS entries before sending a UAT to DDS/DHU; UAT is downstream notice, not new master-record source.2026-10-115R198_R0009R198_E0004requires_manual_DHU_notification_afterAPP_EDCSHearing-site escalation uses case-transferred contact and manual DHU phone/email; no automatic office assignment established.2026-10-115R198_R0010R198_E0005escalates_if_posting_exception_unaccounted_forAPP_PCACSWhen neither DIBCESS in PCACS nor THIS exception exists, FO uses DCF Problem Report route.2026-10-115R198_R0011APP_PUPScreates_future_suspension_transaction_inAPP_T2RPUPS action SUSPEND BENEFITS creates T2R future due-process suspension transaction.2026-10-115R198_R0012APP_T2Rposts_prisoner_status_onSYS_MBRAfter 15/35-day due process T2R attempts LAF S7 and RFST PRISON/MENTAL/PREDTR on MBR.2026-10-115R198_R0013R198_E0007gates_update_toSYS_MBRLAF S7 entry waits 15 or 35 days; ordinary input is not immediate SSI or Title II benefit discontinuance.2026-10-115R198_R0014SYS_MBRprovides_suspension_feedback_toAPP_PUPSMBR LAF S7 feedback closes PUPS prisoner record to suspension after successful processing.2026-10-115R198_R0015R198_E0009creates_exception_inAPP_PCACSPCACS PRISON/PRISUS action-control records identify T2R posting failures needing PC action.2026-10-115R198_R0016R198_E0010escalates_manual_MBR_suspension_forAPP_PUPSWhen exception path fails, use 2790-FAX processing-center manual suspension with PUPS *PENDING retained.2026-10-115R198_R0017R198_E0011reports_admission_and_transfer_data_toAPP_PUPSFederal BOP sends monthly new inmate and transfer reporting for PUPS computer matching.2026-10-115R198_R0018R198_E0012maps_BOP_incoming_code_viaAPP_IRCSPUPS three-digit BOP source facility code converted to six-digit code on IRCS, facility name shown on actionable alert.2026-10-115R198_R0019R198_E0013controls_identity_verification_onAPP_PUPSQuestionable EVS codes trigger additional verification; otherwise valid V/L are not routinely redeveloped.2026-10-115R198_R0020R198_E0014qualifies_location_data_inAPP_PUPSCustody facility and transfer destinations are not beneficiary residence or mailing address.2026-10-115R198_R0021R198_E0015constrains_inmate_event_data_inAPP_PUPSMonthly BOP report lacks release date; no automated discharge date should be inferred.2026-10-115R198_R0022R198_E0017uses_payer_EIN_to_queryQRY_DEQYDEQY is specified payer identifier lookup when IRS alert payer name/address is blank or improbable.2026-10-115R198_R0023R198_E0016uses_EIN_resolution_viaQRY_DEQYDEQY checks possible same-digit EIN and SSN identity confusion from IRS alert payee details.2026-10-115R198_R0024R198_E0018historical_index_component_ofDB_BFS_SAVINGS_SECURITY_REGHistorical Treasury bond registration indexing by owner name/address of original purchase, no assertion of active 2026 same physical storage.2026-10-115R198_R0025R198_E0019historical_index_component_ofDB_BFS_SAVINGS_SECURITY_REGRegistration by SSN applies for later bonds; it is not universal identifier resolution for older issues.2026-10-115R198_R0026R198_E0020uses_IRS_taxpayer_alert_underEX_SSI_IRS_1099Farm Subsidy external verification based on tax alert; county payer verification rather than assumed farm ownership.2026-10-115R198_R0027DB_BFS_SAVINGS_SECURITY_REGmatched_againstSYS_SSRSSI records for eligible recipients and deemors are compared against BFS savings securities file; claims restricted to match described in Sept 2026 POMS.2026-10-115R198_R0028R198_E0021attribute_onWORK_SSI_SB_DIARYSB alert includes possible book account number and separate value return-date, not current account balance without verification.2026-10-115R198_R0029R198_E0022suppresses_repeated_alerts_onWORK_SSI_SB_DIARYAggregate redemption amount >= $1,000 with two-previous-match suppression.2026-10-115R198_R0030R198_E0023controls_owner_validation_forWORK_SSI_SB_DIARYHolder name, not merely associated SSN, controls security ownership review.2026-10-115R198_R0031R198_E0024updates_verified_resource_status_onSYS_SSREmployee completes DSAB and builds SSR or direct SSR transaction for non-MSSICS; not BFS direct authoritative write.2026-10-115R198_R0032R198_E0025producesWORK_SSI_E2_DIARYAutomatic annual COLA run creates E2 workload on SSR subject to stated LA/payment criteria.2026-10-115R198_R0033R198_E0026uses_state_attribute_fromSYS_SSRSSR residence-state condition gates historical Sept 2024 rule; no external address ingestion follows from this edit.2026-10-115R198_R0034R198_E0027validates_living_arrangements_onAPP_MSSICSMSSICS Living Arrangement Change and close-event edits enforce specified LA creation dates.2026-10-115R198_R0035R198_E0028affects_subsidy_amount_onSYS_SSRSSI rental subsidy calculation changes payment based on verified rent and PMV/CMRV; staff-directed update.2026-10-115R198_R0036R198_E0029posts_cross_reference_intoSYS_SSRSSIDPP field office confirmed same person before cross-referencing M1 and T20 status changes.2026-10-115R198_R0037R198_E0030controls_pending_file_inAPP_MSSICSUnarchived MSSICS pending file requires MANCLR before incorrect duplicate record is terminated T50.2026-10-115R198_R0038PROC_SSIDPPuses_identification_records_fromSYS_NUMIDENTAnnual duplicate SSI project uses Numident and SSID documents; matching name and month/year of birth alone only selects cases for review.2026-10-115R198_R0039R198_E0031compares_yearly_earnings_onSYS_MEFK6/K7 diary based on MEF annual wage or Schedule SE comparison to SSR wage reporting; specified thresholds and suppression.2026-10-115R198_R0040R198_E0031compares_againstSYS_SSRMEF-to-SSR internal earnings match identifies discrepancy; SSA says CMPPA does not apply to this entirely internal match.2026-10-115R198_R0041R198_E0032retrieves_employer_location_usingQRY_DEQYDEQY lists employer name/address as earnings source, not address-update instruction for SSI.2026-10-115R198_R0042R198_E0033supports_request_forR198_E0034Authorized 26 USC 6103(l)(1)(A) SSA request can result in IRS account/return transcript, subject to purpose and signed template.2026-10-115R198_R0043R198_E0033contains_taxpayer_correspondence_attribute_but_does_not_updateSYS_NUMIDENTRequest template includes taxpayer address as identification/request data; no permitted Numident update path established.2026-10-115R198_R0044R198_E0034supports_evidence_forSYS_MEFIRS tax return transcript can support earnings correction investigation; no automatic MEF write established by document.2026-10-114R198_R0045R198_E0036governs_state_query_viaEX_SASROSingle-query state IEA permits legally authorized uses under Titles II and XVI but no inferred mechanical Numident, SSR or MBR write.2026-10-115R198_R0046R198_E0037issued_byORG_SSA_OAGJanuary 2026 security/privacy procurement document made public on OAG acquisition security page.2026-10-115R198_R0047R198_E0037governance_context_forINIT_CSCRMAgency CSCRM pre-award assessment and post-award monitoring are documented in parallel; exact document-to-platform interface not established.2026-10-114R199_R0001DB_INTERNET_REPORTcontains_logical_componentR199_E00012014 POMS identifies editable active report file, without underlying physical schema.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0002DB_INTERNET_REPORTcontains_logical_componentR199_E00022014 POMS identifies separate inactive long-term storage; physical implementation unspecified.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0003R199_E0001moves_records_toR199_E0002Archive process moves report out of editable active set.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0004R199_E0003moves_toR199_E0002Archive triggered by filing-period, time-based and WMI-list conditions.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0005R199_E0004applies_toAPP_I344190 days after i3441 started per 2014 instructions.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0006R199_E0005applies_toAPP_I336830 days after protective filing expiration per 2014 instructions.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0007R199_E0005applies_toAPP_I3820Same 30-days-after-protective-period rule for i3820.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0008R199_E0006purges_records_fromR199_E00022014 instructions require purge after 120 days in inactive archive, subject to other purge triggers.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0009R199_E0007blocks_transfer_toAPP_EDCSArchived IDR inaccessible to EDCS propagation.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0010R199_E0007governsR199_E0002FO can query/print archive while EDCS cannot propagate it.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0011R199_E0008groups_records_withinDB_INTERNET_REPORTSets of reports sharing SSN, form and protective filing date are archived or purged together.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0012R199_E0009controls_edit_access_toR199_E0001Unsubmitted editable partial has randomly generated secret reentry number; SSA cannot retrieve forgotten number.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0013R199_E0010locks_record_inR199_E0001Final submit locks user-editable record before EDCS propagation.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0014R199_E0011is_collected_byAPP_I3368Illustrative IDR provider required fields: first/last name and city/state, not full address.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0015R199_E0012available_throughAPP_IQFFO may query/print archived IDR until purge, but cannot reactivate for EDCS.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0016R199_E0012queriesR199_E0002Historical archive lookup capability, no automatic EDCS repopulation.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0017R199_E0013limitsAPP_IWMI2017 policy states WMI list lacks automatic follow-up.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0018R199_E0014controls_purge_forDB_INTERNET_REPORTY marks report for delayed purge and prevents EDCS import.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0019R199_E0015governsR199_E00142017 policy requires removal of mistakenly set Y within seven days.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0020R199_E0016produced_byAPP_IWMISubmission becomes visible on iWMI SSN listing next day under published procedure.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0021R199_E0016identifiesAPP_I3368Listing may show adult disability report submissions; not an eligibility adjudication.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0022R199_E0017blocks_propagation_toAPP_EDCSPreexisting pending DDS case blocks ordinary i3368 import in specified cases.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0023R199_E0018updates_information_inAPP_EDCSCompare internet printout to EDCS 3368, document changes by UAT.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0024R199_E0019manually_transcribes_toAPP_EDCSWhen partial cannot be submitted, FO prints via internet query and transcribes.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0025R199_E0019retrieves_partial_fromAPP_IQFFO internet query accesses printout of partial when normal submit impossible.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0026R199_E0020governsAPP_I3368As of Jan 25 2014 i3368 submission requires preceding iClaim.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0027R199_E0020requires_prior_submission_ofAPP_ICLAIMSubmit iClaim before i3368 under 2014+ procedure.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0028R199_E0021requires_claim_inAPP_MCSFor Title II i3368 case, MCS claim established before ordinary EDCS creation.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0029R199_E0021also_allows_claim_inAPP_MSSICSExisting Title XVI MSSICS case supports EDCS intake.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0030R199_E0021precedesAPP_EDCSClaims system established prior to ordinary EDCS creation and i3368 propagation.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0031R199_E0022corrects_attribution_inSYS_MEFDocumented corrections may transfer wrong-person or wrong-year earnings after normal time limit.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0032R199_E0023transfers_unidentified_wages_toDB_ESFUnidentified workers wages are moved to suspense file by ICOR procedure.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0033R199_E0024corrects_attribution_inSYS_MEFReallocation of existing SEI cannot invent additional reported SEI amount.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0034R199_E0025performed_usingAPP_ICORPOMS directs appropriate ICOR action to fix wrong-period/person earnings.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0035R199_E0025moves_wages_to_or_fromDB_ESFICOR may move wage credit into or out of suspense if required.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0036R199_E0026historically_implemented_byAPP_EWORKBOND-specific eWork participation notice logic, not currently applicable.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0037R199_E0027historically_read_date_fromDB_DCFBOND work review starting the month after demonstration stop date.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0038R199_E0028independent_of_historicalAPP_BONDConcurrent Title XVI reporting continued under FO standards.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0039R199_E0028applies_toSYS_SSRNormal SSI changes remained allowed for BOND participants.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R199_R0040R199_E0029historical_status_ofAPP_BONDPublic POMS labels BOND obsolete and closes L5R.2026-10-115Evidence is date-scoped; no unproven current deployment or transport implied.R200_R0001APP_SSNAPinitiatesR200_E001SSNAP submits initial SAVE verification and processes response in the same application path.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0002R200_E001uses_verification_serviceSVC_SAVESAVE initial verification responds within SSNAP application workflow.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0003R200_E002has_manual_intake_gateAPP_SSNAPAdditional SAVE response is electronic but must be pulled into SSNAP by FO action; it does not auto-propagate.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0004R200_E003has_manual_intake_gateAPP_SSNAPThird-level responses are obtained from SSNAP list and manually imported into application.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0005R200_E004governsAPP_SSNAPCritical A-number and I-94 selection differs between initial and additional SAVE requests.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0006R200_E005applies_toAPP_SSNAPUnverified SAVE returns place or keep SSN application in suspect status.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0007R200_E005contributes_evidence_forSYS_NUMIDENTSuccessful verified application determines CIT/PRA Numident field values; the procedure does not state an unconditional direct SAVE-to-Numident write.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0008R200_E006is_legacy_ui_inAPP_SSNAPResidual WRAPS screen is not evidence of a currently operating WRAPS fax verification exchange.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0009R200_E007circumvents_legacyR200_E006Manual path bypasses discontinued WRAPS fax feature to request SAVE additional verification.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0010R200_E007submits_toSVC_SAVEWorkaround submits electronic SAVE additional verification.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0011R200_E008is_evidence_input_forAPP_SSNAPCombined CBP I-94 and DOS boarding letter accepted as specified refugee SSN-card documentation.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0012PROC_RETAPimplementsR200_E009Established RETAP operation selects impending Medicare entitlement cases monthly.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0013R200_E009posts_conditional_entitlement_toSYS_MBRRETAP establishes Medicare HI and SMI on MBR for specified domestic jurisdictions; partial abroad/PR exception.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0014R200_E010restrictsPROC_RETAPPuerto Rico and foreign residence change SMI automatic enrollment behavior.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0015R200_E009produces_downstream_notification_forR200_E011SSA provides entitlement information to CMS for domestic initial enrollment notices.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0016R200_E011fulfilled_byORG_CMSCMS mails entitlement packages and cards after SSA eligibility data.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0017R200_E012changes_program_enrollment_onSYS_MBRSMI refusal is recorded through SSA processing; CMS issues revised Medicare card.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0018R200_E012requires_downstream_action_byORG_CMSCMS issues revised Medicare card showing HI entitlement only.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0019R200_E013routed_toAPP_PPCSSA-409 paperless fax alerts PC of actionable evidence and enables proper TOEL coding.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0020R200_E013notifies_action_stored_inAPP_EVIEWSSA-409 tells PC the actionable supporting material was filed in eView.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0021R200_E014documents_missing_auto_alert_fromAPP_EVIEWDocument image arrival alone does not initiate PC work; independent notice required.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0022R200_E014requires_formR200_E013Manual SSA-409 fax to PPC is mandatory for PC action.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0023R200_E015authoritative_when_electronicAPP_EDCSEDCS entry serves as official disability report in regular electronic cases.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0024R200_E015exception_document_stored_inREPO_MDFEDCS exclusions require retaining paper disability report in modular disability folder.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0025R200_E016governs_document_indexing_inAPP_EVIEWDocument folder indexes use NH SSN or disabled auxiliary BOAN according to benefit role.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0026R200_E017writes_evidence_toAPP_EVIEWRegional DMA fax converts barcoded evidence into eView; employee verifies image pages.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0027R200_E018managed_inAPP_QRCPSDQR management assigns MAQR task to qualified reviewers in QRCPS.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0028R200_E019routed_throughAPP_QRCPSMedical referral generated through quality-review case processing system.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0029R200_E020posts_documents_toAPP_EVIEWFinal MC/PC forms uploaded to eView; earlier determinations maintained in audit trail.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0030R200_E020supports_processPROC_DQR_QUALITY_REVIEWDQR FQR checks MC/PC documentation and preserves original assessments.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0031R200_E021qualifiesPROC_IDDInternational deposit destination may differ from country of foreign residence; separate legal-use and address types.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0032R200_E022is_precondition_ofPROC_IDDForeign residence and stored foreign address are prerequisites; domestic relocation ends arrangement.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0033R200_E023requires_identity_check_forFORM_SSA1199_FAMILYMailed SSA-1199 enrollment requests require prior beneficiary identity verification.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0034R200_E023governsPROC_IDDIdentity check required before modifying beneficiary IDD bank information.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0035R200_E024compares_updated_address_onSYS_MBRTreasury returned mail prompts check for MBR newer address; this is lookup, not Treasury authoritative address write.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0036R200_E024compares_updated_address_onSYS_SSRTreasury returned mail prompts check for SSR newer address; SSA develops/updates only through separate authorized action.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0037R200_E025retrieved_fromSVC_TCISTCIS claim form can be printed by SSA employee, with Direct Express exception.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0038R200_E026updates_debt_withAPP_DMSPC manually posts returned-payment credit using DMS RRRE.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0039R200_E026adds_note_toSYS_MBRPC posts required special MBR message documenting returned fraud redirected-payment credit.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0040R200_E027posts_recovered_credit_onSYS_SSRSSA OBASA credits reflected in OPRR or PMTH based on partial/full returned payment.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0041R200_E028corrects_benefit_statement_usingSYS_MBRPC issues corrected SSA-1099 based on actual recipient payment after unauthorized redirection; source does not detail underlying data store.2026-10-115Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0042R200_E029stages_online_change_forSYS_MBROnline direct deposit changes are sent to a database then updated to MBR; intermediary remains unnamed in source.2026-10-114Date-scoped authoritative policy; not proof of unspecified automatic updates.R200_R0043APP_MYDDuses_posting_processR200_E029SSA Open Data describes online transaction capture and subsequent MBR posting.2026-10-114Date-scoped authoritative policy; not proof of unspecified automatic updates.R201_REL001R201_E001modifies_2026_claims_rule_forAPP_SSI_RZ_MODELTitle II protective filing from SSI redetermination2026-10-115New rule effective 2026-04-27; earlier redeterminations use archived policy.R201_REL002APP_IAPPTauto_propagates_protective_date_toAPP_MCSiAppt scheduling/protective filing2026-10-115Specific filing-date movement with required verification; separate from person data.R201_REL003APP_IAPPTauto_propagates_protective_date_toAPP_CCEiAppt scheduling/protective filing2026-10-115POMS describes automatic movement to MCS or CCE, according to claim context.R201_REL004R201_E002governs_auto_propagation_fromAPP_IAPPTiAppt protective filing date cross-system processing2026-10-115Employee must check filing date.R201_REL005R201_E003governs_filing_date_onSYS_MBRTitle II protective filing displayed as MBR filing date2026-10-115Does not change independent claim receipt date.R201_REL006R201_E004governs_ssi_receipt_entry_inAPP_MSSICSSSI age-65 special system exception2026-10-114Exception applies in specifically described cases; review full POMS for predicate.R201_REL007R201_E005controls_claim_receipt_inAPP_MCSiClaim receipt date vs MCS case establishment date2026-10-115IMNU submission is actual receipt when valid electronically signed claim.R201_REL008UI_RASR_ROCrequires_separate_documentation_inAPP_MCSRepresentative direct claimant contact: RPOC2026-10-115RASR contact does not auto-populate MCS.R201_REL009UI_RASR_ROCrequires_separate_documentation_inAPP_CCERepresentative direct claimant contact: DROC2026-10-115RASR contact does not auto-populate CCE.R201_REL010R201_E006requires_contact_documentation_inUI_RASR_ROCRepresented-claimant exception documentation2026-10-115RASR contact record additionally required.R201_REL011R201_E007is_manual_entry_inAPP_MCSRepresented-claimant RPOC2026-10-115No automatic update from RASR.R201_REL012R201_E008is_manual_entry_inAPP_CCERepresented-claimant DROC2026-10-115No automatic update from RASR.R201_REL013R201_E009documented_onR201_E027Nonblind and later blind onset dates2026-10-115Distinct SSI and Title II notation; see POMS for fields.R201_REL014R201_E010is_exception_to_data_propagation_inUI_MCS_DICLLater blind onset not propagated when nonblind earlier2026-10-115Employees review SSA-831; not evidence of lost medical onset.R201_REL015R201_E010is_exception_to_data_propagation_inAPP_MSSICSTitle XVI blind onset clearance2026-10-115Later onset need not propagate to SSI clearance.R201_REL016R201_E011recorded_onUI_MCS_DICLTitle II adjusted statutory blind onset date2026-10-115ABOD can propagate where applicable.R201_REL017R201_E012recorded_onSYS_SSRSSI blind classification conversion2026-10-115TMR and recipient ID fields may update; manual follow-up on failure.R201_REL018R201_E013applies_historically_toR201_E027Pre-2012 statutory blind coding2026-10-1152012-12-01 diagnosis code 3694 policy discontinuity.R201_REL019R201_E014requires_separate_transaction_inSVC_ITS_GOVLithuania IDD Treasury enrollment2026-10-115Same-day dual entry requirement, not automated integration.R201_REL020R201_E014uses_mbr_bank_fields_inSYS_MBRLithuania IDD bank coding2026-10-115SSA master-record direct deposit fields used.R201_REL021R201_E014routes_payment_throughORG_TREASURYInternational payment clearing and enrollment2026-10-114Treasury ITS.gov and Federal Reserve Bank of Kansas City cited as distinct roles.R201_REL022R201_E015recorded_inSVC_ITS_GOVLithuania bank-enrollment beneficiary address2026-10-115LT/Town/Name address notation; no automatic residence update inferred.R201_REL023R201_E016used_to_deriveR201_E017Lithuania IBAN and RTN programming2026-10-114Published procedural transformation; exact parsing fields not fully specified.R201_REL024R201_E016used_to_deriveR201_E018Lithuania IBAN and DAN coding2026-10-114Account transformation documented, but 20 vs 21 vs H+11 characters inconsistent.R201_REL025R201_E017stored_in_mbr_direct_deposit_fields_ofSYS_MBRLithuania RTN and MBR beneficiary deposit record2026-10-11566 multi-country prefix.R201_REL026R201_E018stored_in_mbr_direct_deposit_fields_ofSYS_MBRLithuania account number with H prefix2026-10-115Precise account-length algorithm unresolved in published text.R201_REL027R201_E019provides_country_specific_intake_toR201_E014Lithuania SSA-1199 form alternative2026-10-115Mail, phone, or fax also possible.R201_REL028R201_E020flags_conflict_inR201_E014Lithuania IDD Euro validation branch2026-10-115Published STOP on Euro account contradicts Euro requirement.R201_REL029R201_E021captured_bySVC_ITS_GOVTreasury bank-routing enrollment details2026-10-115Distinct bank metadata, not beneficiary address.R201_REL030R201_E022governs_notice_suppression_inAPP_RASRIDPE notices for already-ineligible entity2026-10-115New records must be resolved even without new auto notice.R201_REL031R201_E023recorded_inAPP_RASRIDPE incident keyed by EIN and claimant SSN2026-10-115Per fee occurrence; separate from claimant eligibility master.R201_REL032R201_E024delivers_benefit_verification_viaAPP_MYSSAHistorical my Social Security BEVE to address of record2026-10-114Published POMS does not identify the source database for the address.R201_REL033R201_E025requires_transfer_of_paper_folder_alongsideAPP_EDCSConcurrent medical CDR supporting documents2026-10-115Electronic folder may coexist with external paper folder.R201_REL034R201_E026governs_electronic_verification_usingAPP_EAFI2026 SSI allowances resource verification2026-10-114Applies even with no alleged accounts; follow applicable timing/permission rules.R202_REL001R202_E001maintainsR202_E002State DCF maintains ACCESS; SSA field offices have permitted inquiry-only access, not database replication.2026-10-115State DCF maintains ACCESS; SSA field offices have permitted inquiry-only access, not database replication.R202_REL002EX_SASROsupports_authorized_state_record_query_ofR202_E002Vermont DCF online SASRO arrangement provides limited inquiry-only ACCESS access.2026-10-115Vermont DCF online SASRO arrangement provides limited inquiry-only ACCESS access.R202_REL003R202_E002supplies_custodial_verification_ofR202_E003Certain state-origin public assistance and child-support benefits may be used as custodian records with specified exceptions.2026-10-115Certain state-origin public assistance and child-support benefits may be used as custodian records with specified exceptions.R202_REL004R202_E002exposes_unverified_collateralR202_E004Reported recipient addresses and telephone numbers from Vermont DCF are collateral leads requiring development.2026-10-115Reported recipient addresses and telephone numbers from Vermont DCF are collateral leads requiring development.R202_REL005R202_E005requires_independent_verification_ofR202_E004State DCF recipient address must not be presumed verified or automatically posted to MBR or SSR.2026-10-115State DCF recipient address must not be presumed verified or automatically posted to MBR or SSR.R202_REL006R202_E005permits_custodial_evidence_fromR202_E003Some custodial benefit data may be used directly subject to the POMS qualifications.2026-10-115Some custodial benefit data may be used directly subject to the POMS qualifications.R202_REL007R202_E006operatesR202_E007Connecticut DSS EMS is a state-owned eligibility system, not an SSA authoritative repository.2026-10-115Connecticut DSS EMS is a state-owned eligibility system, not an SSA authoritative repository.R202_REL008EX_SASROhistorically_accesses_state_ems_viaR202_E009Connecticut regional SASRO operates through the CTHS SSA Main Menu route.2026-10-115Connecticut regional SASRO operates through the CTHS SSA Main Menu route.R202_REL009R202_E009queriesR202_E007Authorized SSA personnel receive inquiry access after state credential authentication.2026-10-115Authorized SSA personnel receive inquiry access after state credential authentication.R202_REL010R202_E007presents_verified_state_unemployment_fromR202_E008Under the specific Connecticut agreement, DOL-origin unemployment benefits available through EMS can be accepted as verified.2026-10-115Under the specific Connecticut agreement, DOL-origin unemployment benefits available through EMS can be accepted as verified.R202_REL011R202_E010governs_custodial_vs_collateral_use_ofR202_E007SSA staff must document source, screen and access date when using state online evidence.2026-10-115SSA staff must document source, screen and access date when using state online evidence.R202_REL012ORG_EMPLOYMENT_NETWORKSsubmits_ticket_user_earnings_toR202_E011Employment Network earnings statements reach SSA Ticket Program Manager for administrative posting.2026-10-115Employment Network earnings statements reach SSA Ticket Program Manager for administrative posting.R202_REL013R202_E011posts_ticket_wages_intoR202_E012TPM contractor receives participant earnings and enters them into iTOPSS; not equivalent to adjudicated earnings.2026-10-115TPM contractor receives participant earnings and enters them into iTOPSS; not equivalent to adjudicated earnings.R202_REL014R202_E012containsR202_E013iTOPSS holds Ticket participant wage reports from provider submissions.2026-10-115iTOPSS holds Ticket participant wage reports from provider submissions.R202_REL015R202_E012updates_disability_control_file_viaR202_E014POMS explicitly states overnight batch updates DCF from iTOPSS.2026-10-115POMS explicitly states overnight batch updates DCF from iTOPSS.R202_REL016R202_E014posts_participant_wage_data_toDB_DCFiTOPSS overnight batch posts wage information to DCF; FO retains earnings verification responsibilities.2026-10-115iTOPSS overnight batch posts wage information to DCF; FO retains earnings verification responsibilities.R202_REL017UI_CWPexposes_ticket_wage_data_fromR202_E012EDCS Consolidated Wage Page displays iTOPSS-derived pay-stub information.2026-10-115EDCS Consolidated Wage Page displays iTOPSS-derived pay-stub information.R202_REL018R202_E015provides_inquiry_access_toR202_E013QERN inquiry is a documented wage information source under SSI evidence ranking.2026-10-115QERN inquiry is a documented wage information source under SSI evidence ranking.R202_REL019R202_E016governs_provisional_use_ofR202_E013Worker agreement and documentation required before using third-party iTOPSS wage information as SSI evidence.2026-10-115Worker agreement and documentation required before using third-party iTOPSS wage information as SSI evidence.R202_REL020TECH_IDMSincluded_itopss_subsystemR202_E0122017 SSA PIA names ITOPSS as a component of IDMS; historical grouping, not proof of same current security boundary.2026-10-1142017 SSA PIA names ITOPSS as a component of IDMS; historical grouping, not proof of same current security boundary.R202_REL021R202_E012supports_wage_view_throughR202_E015iTOPSS wage reports are accessible in QERN; specific interface protocol not publicly established.2026-10-115iTOPSS wage reports are accessible in QERN; specific interface protocol not publicly established.R202_REL022FORM_IRS4029is_scanned_toR202_E017SSA Religious Exemption Unit scans original processed IRS Form 4029 into GIR after IRS response.2026-10-115SSA Religious Exemption Unit scans original processed IRS Form 4029 into GIR after IRS response.R202_REL023FORM_IRS4361is_scanned_toR202_E017IRS Form 4361 receipts are scanned to GIR after verification and processing.2026-10-115IRS Form 4361 receipts are scanned to GIR after verification and processing.R202_REL024R202_E017stores_document_copies_ofR202_E019GIR stores electronic copies of historical and recent religious exemption forms 4029/4361.2026-10-115GIR stores electronic copies of historical and recent religious exemption forms 4029/4361.R202_REL025R202_E018posts_religious_waiver_indicator_toSYS_NUMIDENTREU keys ESCORR inputs to apply the Q/FICA marker to Numident from approved Form 4029; specific transaction details not inferred.2026-10-115REU keys ESCORR inputs to apply the Q/FICA marker to Numident from approved Form 4029; specific transaction details not inferred.R202_REL026R202_E020marks_processed_form_as_scanned_inR187_E0034Form 4361 workflow records scan status in Religious Exemption database.2026-10-115Form 4361 workflow records scan status in Religious Exemption database.R202_REL027R202_E020records_exemption_inR202_E017Received Form 4361 scanned into GIR and tracked separately from Numident indicators.2026-10-115Received Form 4361 scanned into GIR and tracked separately from Numident indicators.R202_REL028APP_MAPSrecords_applicant_correspondence_address_subject_toR202_E021The MAPS mailing address serves correspondence; address changes require program-specific master-record procedure rather than automatic MAPS-to-MBR/SSR linkage.2026-10-115The MAPS mailing address serves correspondence; address changes require program-specific master-record procedure rather than automatic MAPS-to-MBR/SSR linkage.R202_REL029R202_E021routes_title_ii_address_changes_throughAPP_POSWhen timely SSA-1020 change appears, staff apply POS Title II procedures for MBR update.2026-10-115When timely SSA-1020 change appears, staff apply POS Title II procedures for MBR update.R202_REL030R202_E021routes_title_xvi_address_changes_throughAPP_MSSICSIf SSI claimant Extra Help submission indicates change, staff follow SSI system procedures; does not establish automatic update.2026-10-115If SSI claimant Extra Help submission indicates change, staff follow SSI system procedures; does not establish automatic update.R202_REL031R202_E022informs_earnings_development_onAPP_MAPSOCSE prior wage information helps identify and resolve differences from claimant-alleged reduced wages.2026-10-115OCSE prior wage information helps identify and resolve differences from claimant-alleged reduced wages.R202_REL032REPORT_SSI_ANNUAL_2026includes_financial_sectionR202_E023SSI 2026 annual program report includes administrative and beneficiary service cost section IV.E.2026-10-115SSI 2026 annual program report includes administrative and beneficiary service cost section IV.E.R202_REL033R202_E023documents_integrated_funding_allocationR202_E024OACT annual publication distinguishes historical expenses from 2026 projections and year-end cost true-up.2026-10-115OACT annual publication distinguishes historical expenses from 2026 projections and year-end cost true-up.R202_REL034R202_E024allocates_costs_betweenDATA_OACT_TRUST_FUND_FINANCIALTrust fund / general fund accounting costs are allocated; does not imply the publication directly drives fund postings.2026-10-114Trust fund / general fund accounting costs are allocated; does not imply the publication directly drives fund postings.R202_REL035PORTAL_SSA_OPEN_DATApublishesR202_E025Published CSV distribution and reporting period are directly documented; survey collection system not asserted.2026-10-115Published CSV distribution and reporting period are directly documented; survey collection system not asserted.R202_REL036PORTAL_SSA_OPEN_DATApublishesR202_E026Published disability/hearing satisfaction series is a separate CSV with its own temporal coverage.2026-10-115Published disability/hearing satisfaction series is a separate CSV with its own temporal coverage.R202_REL037R202_E028participates_inR202_E027SSA OIG investigative/analyst participation in DOJ fraud coordination; not proof of bulk data sharing or a new SSA enterprise architecture component.2026-10-115SSA OIG investigative/analyst participation in DOJ fraud coordination; not proof of bulk data sharing or a new SSA enterprise architecture component.R202_REL038FORM_SSA827is_indexed_underR202_E029Pen-and-ink SSA-827 uses barcode document type 1050 for imaging into certified electronic folder.2026-10-115Pen-and-ink SSA-827 uses barcode document type 1050 for imaging into certified electronic folder.R202_REL039R202_E029must_be_verified_visible_inAPP_EVIEWField office checks scanned SSA-827 readable image in eView before case transfer.2026-10-115Field office checks scanned SSA-827 readable image in eView before case transfer.R202_REL040R202_E030requires_document_imaging_review_inAPP_EVIEWManual signed paper-form processing requires readable image; electronically signed form automatically files without duplicate scanning.2026-10-115Manual signed paper-form processing requires readable image; electronically signed form automatically files without duplicate scanning.R203_R001APP_RASRstores_business_contact_attributeR203_E001SSA GN 03913.010A establishes representative name, business address and affiliations as centrally stored in RASR.2026-10-115SSA GN 03913.010A establishes representative name, business address and affiliations as centrally stored in RASR.R203_R002SYS_NUMIDENTmust_be_updated_beforeR203_E002POMS GN 03913.010D: Numident updated first, followed by SSA-1699 registration form.2026-10-115POMS GN 03913.010D: Numident updated first, followed by SSA-1699 registration form.R203_R003R203_E002controls_change_inAPP_RASRDEBS updates RASR after a representative files a new SSA-1699; source does not establish automatic Numident push.2026-10-115DEBS updates RASR after a representative files a new SSA-1699; source does not establish automatic Numident push.R203_R004FORM_R96_SSA1699supportsR203_E002SSA-1699 refiled after a Numident name change to update representative registration.2026-10-115SSA-1699 refiled after a Numident name change to update representative registration.R203_R005APP_RASRconditionally_updatesR203_E003GN 03913.010C.2 documents RASR automatic pending-claim affiliation update after DEBS processing.2026-10-115GN 03913.010C.2 documents RASR automatic pending-claim affiliation update after DEBS processing.R203_R006APP_RASRapplies_affiliation_controlR203_E004GN 03913.010C.1: changed EIN treated as new affiliation; manual claim form is required.2026-10-115GN 03913.010C.1: changed EIN treated as new affiliation; manual claim form is required.R203_R007R203_E005updates_registration_throughAPP_RASRSSA GN 03913.010F: executor information updated in deceased representative RASR record; not a new representative appointment.2026-10-115SSA GN 03913.010F: executor information updated in deceased representative RASR record; not a new representative appointment.R203_R008APP_RASRdetermines_fee_reporting_contextR203_E006GN 03913.010E differentiates individual/entity 1099 categories and narrowly permitted corrections.2026-10-115GN 03913.010E differentiates individual/entity 1099 categories and narrowly permitted corrections.R203_R009APP_ERPSis_reconciled_againstR113_E015POMS GN 00504.101B.2 requires comparing eRPS list to payee-supplied list.2026-10-115POMS GN 00504.101B.2 requires comparing eRPS list to payee-supplied list.R203_R010R203_E007applies_toAPP_ERPSGN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.2026-10-115GN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.R203_R011R203_E007applies_toSYS_MBRGN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.2026-10-115GN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.R203_R012R203_E007applies_toSYS_SSRGN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.2026-10-115GN 00504.101B.9 states terminating in eRPS is insufficient for current MBR/SSR payee; separate field office action required.R203_R013SYS_MBRhas_missing_ssi_disposition_exchange_toR203_E008MBR/SSR interface does not send Title XVI debt-disposition record; distinct from supported SSR-to-ROAR exchange.2026-10-115MBR/SSR interface does not send Title XVI debt-disposition record; distinct from supported SSR-to-ROAR exchange.R203_R014R203_E008affectsSYS_SSRThe missing disposition is a specifically documented MBR-to-SSR cross-program recovery transaction.2026-10-115The missing disposition is a specifically documented MBR-to-SSR cross-program recovery transaction.R203_R015SYS_MBRgeneratesR203_E009SI 02220.020E.1: MBR generates PC alert when benefits defer, terminate, or suspend during CPR.2026-10-115SI 02220.020E.1: MBR generates PC alert when benefits defer, terminate, or suspend during CPR.R203_R016SYS_SSRmay_generateR203_E010SI 02220.020E.3 describes B8 diary control for return to SSI C01 current payment during CPR.2026-10-115SI 02220.020E.3 describes B8 diary control for return to SSI C01 current payment during CPR.R203_R017UI_DMS_DROAsupports_manual_adjustment_inR203_E011SI 02220.020E.2 directs DMS DROA for withholding rate changes; K TAC may not agree.2026-10-115SI 02220.020E.2 directs DMS DROA for withholding rate changes; K TAC may not agree.R203_R018R203_E011requires_rate_confirmation_inAPP_ROARROAR must be queried for actual withholding rate because K TAC can remain inaccurate.2026-10-115ROAR must be queried for actual withholding rate because K TAC can remain inaccurate.R203_R019APP_ERPSsupports_exception_workflow_forR203_E012POMS GN 00502.302C.4: foreign payee DPS notice and tickle for criminal-history development.2026-10-115POMS GN 00502.302C.4: foreign payee DPS notice and tickle for criminal-history development.R203_R020PROC_NCPrequires_origin_evidence_forR203_E013RM 10212.200A.1: EAB keying error corrected using NCP only with partner documentation.2026-10-115RM 10212.200A.1: EAB keying error corrected using NCP only with partner documentation.R203_R021R168_E001supplies_indicator_forR203_E014IRM 3.13.5.16: SSA weekly update data appear as NEW SSA N/C on IRS CC INOLES.2026-10-115IRM 3.13.5.16: SSA weekly update data appear as NEW SSA N/C on IRS CC INOLES.R203_R022R203_E014supports_temporary_validation_inDB_IRS_IMFIndicator avoids certain invalid-name-control notices/refund delays until quarterly DM-1 merge.2026-10-115Indicator avoids certain invalid-name-control notices/refund delays until quarterly DM-1 merge.R203_R023DB_IRS_NAP_DM1performs_quarterly_validationR203_E015IRM 3.13.5.16: DM-1 quarterly merges update IMF valid/invalid taxpayer account processing.2026-10-115IRM 3.13.5.16: DM-1 quarterly merges update IMF valid/invalid taxpayer account processing.R203_R024R203_E015reconciles_indicatorR203_E014NEW SSA N/C indicator cleared following successful/unsuccessful DM-1 quarterly validation.2026-10-115NEW SSA N/C indicator cleared following successful/unsuccessful DM-1 quarterly validation.R203_R025DB_DCFhistorically_triggersR203_E016DI 40525.001B.3 (2007): transfer input in DCF triggers MBR resumption.2026-10-115DI 40525.001B.3 (2007): transfer input in DCF triggers MBR resumption.R203_R026R203_E016historically_updatesSYS_MBRHistorical system-integrated benefit resumption conditional on CDR cooperation; manual exception if automated action fails.2026-10-115Historical system-integrated benefit resumption conditional on CDR cooperation; manual exception if automated action fails.R203_R027REPORT_STAT_SUPP_SERIESdocuments_product_boundaryR203_E017OACT statistical catalog distinguishes tables in the Annual Statistical Supplement from data products published separately; some tables are prepublication.2026-10-115OACT statistical catalog distinguishes tables in the Annual Statistical Supplement from data products published separately; some tables are prepublication.R203_R028R203_E017classifies_publication_ofR203_E018OACT statistical index explicitly lists disabled worker beneficiary data with charts under non-Supplement products.2026-10-115OACT statistical index explicitly lists disabled worker beneficiary data with charts under non-Supplement products.R204_R0001R204_E001identifies_affected_cases_inSYS_MBROffice of Systems annotates MBR cases selected using addresses in designated disaster-area ZIP codes.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0002R204_E001identifies_affected_cases_inSYS_SSROffice of Systems annotates affected SSR cases; terminated Title XVI records are excluded from the described CG display.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0003R204_E001producesR204_E002MBR special messages identify the affected beneficiary identification codes; later-created MBRs require staff follow-up.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0004R204_E001producesR204_E003SSR CG tagging includes an explicit manual remedy for missed displaced recipients.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0005R204_E002stored_inSYS_MBRThe disaster special message is retained in MBR and must not be deleted or replaced.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0006R204_E003stored_inSYS_SSRThe disaster CG code is retained in SSR; missed-case addition is a field-office action.2010-06-145No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0007R204_E004stored_in_before_forwardingAPP_PPCBET stores the Italian claim packet in DIO PPC before forwarding to Italy.2022-03-025No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0008APP_PPCautomatically_generatesR204_E005The system generates the notice; the BET sends it to the applicant.2022-03-025No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0009APP_EPprovides_claim_forwarding_status_access_toAPP_PPCField offices can check PPC through Evidence Portal for Italian claim forwarding status.2022-03-025No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0010R204_E006limits_status_interpretation_ofAPP_PPCPPC forwarding information does not establish subsequent Italian adjudication status.2022-03-025No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0011R137_E0007awards_procurement_instrumentR204_E007Awarding agency code 028 identifies SSA in the reviewed transaction.2009-02-264No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0012R204_E007names_procurement_recipientORG_IBMThe transaction names INTERNATIONAL BUSINESS MACHINE as recipient; UEI VV9KH3L99VE3.2009-02-264No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0013R137_E0007awards_procurement_instrumentR204_E008Awarding agency code 028 identifies SSA in the reviewed transaction.2013-08-194No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0014R204_E008names_procurement_recipientORG_IBMThe transaction names INTERNATIONAL BUSINESS MACHINE as recipient; UEI VV9KH3L99VE3.2013-08-194No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0015R137_E0007awards_procurement_instrumentR204_E009Awarding agency code 028 identifies SSA in the reviewed transaction.2014-07-144No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0016R204_E009names_procurement_recipientR204_E012The transaction names SOLUTIONS ENGINEERING CORP as recipient; UEI LCGCHS5JKU39.2014-07-144No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0017R204_E009procurement_description_namesTECH_ABINITIOThe BPA description explicitly names Ab Initio extract, transform and load software, maintenance, consulting, and training. It does not link a specific SSA application to a deployment.2014-07-144No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0018R137_E0007awards_procurement_instrumentR204_E010Awarding agency code 028 identifies SSA in the reviewed transaction.2015-07-164No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0019R204_E010names_procurement_recipientR204_E013The transaction names NETCON, INC as recipient; UEI MK7CB66VH219.2015-07-164No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0020R137_E0007awards_procurement_instrumentR204_E011Awarding agency code 028 identifies SSA in the reviewed transaction.2008-06-274No inferred deployment, hosting, protocol, or automatic master-record synchronization.R204_R0021R204_E011names_procurement_recipientR204_E014The transaction names SPECTRUM SYSTEMS, INC. as recipient; UEI ZRJRWK5KJP36.2008-06-274No inferred deployment, hosting, protocol, or automatic master-record synchronization.R205_R0001R205_E001constrainsAPP_EDCSPost-transfer eCDR contact changes require manual entry.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0002R205_E001does_not_repropagate_contact_changes_fromSYS_MBRGeneral eCDR post-transfer note expressly excludes MBR repropagation.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0003R205_E001does_not_repropagate_contact_changes_fromSYS_SSRGeneral eCDR post-transfer note expressly excludes SSR repropagation.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0004R205_E002constrainsAPP_EDCSAge-18 transferred EDCS record does not update from later MSSICS corrections.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0005R205_E002requires_change_documentFORM_SSA5002Age-18 changes require a message and SSA-5002 narrative.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0006R205_E002excludes_for_scoped_caseUTIL_EDCS_UATAge-18 reminder says UAT is unavailable; preserve scope and differing general eCDR wording.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0007R205_E003requires_separate_correction_inAPP_EDCSCorrect inaccurate eCDR client information in EDCS.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0008R205_E003requires_separate_correction_inSYS_MBRCorrect the corresponding Title II master record as applicable.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0009R205_E003requires_separate_correction_inSYS_SSRCorrect the corresponding Title XVI master record as applicable.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0010R205_E004governs_client_identification_inAPP_EDCSWith a payee, enter claimant residence in Client Identification.2019-11-255Scoped published policy; not an independently observed live production flow.R205_R0011R205_E005gates_transfer_inAPP_EDCSVerify adult SSR TMR before age-18 transfer.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0012R205_E005depends_on_record_state_inSYS_SSRVerify SSR TMR change using next-day SSID.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0013R205_E005requires_prior_conversionR117_E009Reuse existing age-18 TMR conversion concept; add explicit EDCS transfer gate.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0014R205_E006generated_field_inAPP_EDCSGenerated CPD is case-creation date minus 12 months in this scoped workflow.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0015R205_E007requires_manual_entry_inAPP_EDCSCapability development yes response is manually entered, then displayed in SSA-3367.2016-03-025Scoped published policy; not an independently observed live production flow.R205_R0016R205_E008enforced_atR205_E010Always Mandatory for Transfer edits on Collect Edits cannot be overridden.2008-01-245Scoped published policy; not an independently observed live production flow.R205_R0017R205_E009override_control_onR205_E010Supervisory own-PIN override applies only to Mandatory for Transfer edits.2008-01-245Scoped published policy; not an independently observed live production flow.R205_R0018R205_E010screen_ofAPP_EDCSCollect Edits identifies incomplete or inconsistent fields for correction.2008-01-245Scoped published policy; not an independently observed live production flow.R205_R0019R205_E011constrains_interfaceAPP_SSI_DOD_INTERFACEDoD benefit information is not posted electronically by this interface procedure.2013-12-165Scoped published policy; not an independently observed live production flow.R205_R0020R205_E011requires_manual_changes_toSYS_SSREmployees manually post developed DoD benefit changes to SSR.2013-12-165Scoped published policy; not an independently observed live production flow.R205_R0021R205_E012governs_alerts_fromAPP_SSI_DOD_INTERFACEMatching Type-L income can still generate a no-action alert.2013-12-165Scoped published policy; not an independently observed live production flow.R205_R0022R205_E013routes_alerts_fromAPP_SSI_DOD_INTERFACEPublished historical route uses field printers and a named MISF facility. Acronym alone is insufficient to join to the separate Storage Facility entity.2013-12-165Scoped published policy; not an independently observed live production flow.R206_R0001R206_E001function_ofAPP_ICF_T2Function 31 is the pre-adjudicate WC/PDB calculation mode.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0002R206_E001does_not_modifySYS_MBRA function-31 calculation does not itself change the beneficiary record.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0003R206_E002governs_input_fromAPP_ICF_T2Function 32 passes input data rather than calculation authority.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0004R206_E002requires_recomputation_byAPP_T2RT2R performs its own offset calculation.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0005R206_E002uses_master_data_fromSYS_MBRThe documented T2R computation uses MBR and unspecified T2 Shared data.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0006R206_E003function_ofAPP_ICF_T2OREO is ICF function 34.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0007R206_E003provides_data_for_staff_action_inAPP_MACADEBA/BTE propagates completed OREO information into MACADE.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0008R206_E003does_not_post_throughAPP_T2ROREO does not use T2R to post its MBR changes.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0009R206_E004constrains_retention_inAPP_ICF_T2The documented pre-adjudicate record has a single-record 18-month availability boundary.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0010R206_E005stores_datasheets_inAPP_ORSAdjudicated datasheets become available in ORS after the documented transmission/propagation trigger.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0011R206_E005triggered_by_data_transmission_toAPP_T2RT2R transmission is one documented storage trigger.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0012R206_E005triggered_by_data_propagation_toAPP_MACADEMACADE propagation is the other documented storage trigger.2017-01-265Scoped published policy; not an independently observed live production flow.R206_R0013R206_E006constrains_notice_generation_inAPP_T2RWCEP ENB notice data is ignored by T2R.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0014R206_E006requires_alternative_routeR206_E003Policy directs OREO to ensure T2R notice generation/release is avoided.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0015R206_E007propagates_offset_rates_toR206_E003The e2455 tool supplies calculated offset rates to OREO.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0016R206_E008requires_document_copy_inREPO_NDREDProtected-rate datasheet is faxed into NDRed.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0017R206_E008requires_pc_copy_inAPP_PPCProcessing centers additionally scan the datasheet into PPC.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0018R206_E008requires_special_message_onSYS_MBRMBR Special Message identifies protected months and the NDRed datasheet.2015-11-305Scoped published policy; not an independently observed live production flow.R206_R0019R206_E009view_semantics_ofDATA_EVIEW_CASE_DATAForms view uses successful-transfer state, distinct from later Case Data updates.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0020R206_E010governs_use_ofR201_E027Latest imaged SSA-831 governs the instructed action where multiple versions exist.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0021R206_E010selects_image_fromUI_EVIEW_CASE_DOCUMENTSThe relevant image is in Section A of Case Documents.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0022R206_E010distinguishes_formatted_copy_inDATA_EVIEW_CASE_DATAFormatted Case Data is a distinct representation of SSA-831.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0023R206_E011constrains_interpretation_ofDATA_ROCA ROC is a whole-record snapshot, not a ready-made field-level diff.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0024R206_E012constrains_retention_ofDATA_ROCAssociated ROC history is removed when the EDCS case is deleted.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0025R206_E012triggered_by_case_deletion_inAPP_EDCSDeletion of the EDCS case removes the entire record including ROC.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0026R206_E013displayed_inAPP_EVIEWCase Information exposes report type and reason for failed IDR propagation.2013-01-105Scoped published policy; not an independently observed live production flow.R206_R0027R206_E013reports_failed_propagation_toAPP_EDCSThe visible annotation distinguishes an existing Internet report from one successfully imported into EDCS.2013-01-105Scoped published policy; not an independently observed live production flow.R21_REL001APP_SMACShas_subsystemAPP_EPECSSubsystem architecture documented by the SMACS PIA.2026-10-033Parent SMACS remains in the current PIA catalog; subsystem current implementation is not independently confirmed.R21_REL002APP_SMACShas_subsystemAPP_PIV_CMSSubsystem architecture documented by the SMACS PIA.2026-10-033Parent SMACS remains in the current PIA catalog; subsystem current implementation is not independently confirmed.R21_REL003APP_SMACShas_subsystemAPP_PACSSubsystem architecture documented by the SMACS PIA.2026-10-033Parent SMACS remains in the current PIA catalog; subsystem current implementation is not independently confirmed.R21_REL004APP_SMACShas_subsystemAPP_SAFESubsystem architecture documented by the SMACS PIA.2026-10-033Parent SMACS remains in the current PIA catalog; subsystem current implementation is not independently confirmed.R21_REL005APP_PACSimplemented_usingAPP_LSASPACS documented as implemented across many sites using LSAS.2013-09-304Historical implementation detail; current product/version/coverage unconfirmed.R21_REL006APP_SAFEhas_moduleAPP_AIRSSAFE module documented in the SMACS PIA.2013-09-304Current module implementation not independently confirmed.R21_REL007APP_SAFEhas_moduleAPP_CARS_SECURITYSAFE module documented in the SMACS PIA.2013-09-304Current module implementation not independently confirmed.R21_REL008APP_SAFEhas_moduleAPP_PAM_PHYSICALSAFE module documented in the SMACS PIA.2013-09-304Current module implementation not independently confirmed.R21_REL009APP_SAFEinterfaces_withAPP_PIV_CMSSAFE collects individual data indirectly through its interface with the Card Management System.2013-09-305Direct interface explicitly stated in the PIA.R21_REL010APP_EPECSsupports_credential_lifecycle_forAPP_PIVEPECS creates and maintains credential records through the PIV lifecycle and supports identity proofing.2013-09-305Functional relationship; not a claim about current protocol.R21_REL011APP_PIV_CMSsupports_credential_issuance_forAPP_PIVCMS manages PIV credential issuance, production, and PKI.2013-09-305Functional relationship; not a claim about current protocol.R21_REL012ORG_SSA_OIGoperates_or_sponsorsAPP_TEAMMATE_OIGOIG system/data modernization capability.2026-10-035Authority/ownership is explicit in SSA/OIG material.R21_REL013ORG_SSA_OIGoperates_or_sponsorsDB_OIG_AUTH_DATA_SOURCEOIG system/data modernization capability.2026-06-105Authority/ownership is explicit in SSA/OIG material.R21_REL014ORG_SSA_OIGoperates_or_sponsorsPROJ_OIG_ANALYTICS_PLATFORMOIG system/data modernization capability.2026-06-105Authority/ownership is explicit in SSA/OIG material.R21_REL015APP_SSBS_PHONEpart_of_serviceSVC_NATIONAL_800Automated telephone tax-statement replacement application operates through the National 800 Number automated telephone service.2026-10-035Current service availability corroborated by SSA public guidance.R21_REL016APP_SSBS_PHONEauthenticates_againstSYS_NUMIDENTPIA says name, SSN and DOB are matched against the Master Files of SSN Holders and SSN Applications.2007-07-205Mapped to Atlas Numident entity; no retained telephone-input data is claimed.R21_REL017DB_EDPNA_FEE_1099supportsPROC_REP_FEE_TAX_REPORTINGThe Attorney/EDPNA file was created to facilitate representative fee information-return reporting.2026-10-034Function is current; exact present storage implementation unconfirmed.R21_REL018PROC_REP_FEE_TAX_REPORTINGreports_information_toORG_IRSSSA issues Forms 1099-MISC/1099-NEC for qualifying direct representative fee payments under IRS reporting rules.2026-10-035Business reporting relationship, not an assertion of a particular file-transfer protocol.R21_REL019APP_OPWIZaccessed_viaTECH_PCOMPOMS locates OPWIZ on the PCOM OQA toolbar.2026-10-035Current operational access path.R21_REL020APP_OPWIZsupportsPROC_T2_OVERPAY_EXPLPOMS lists OPWIZ as a source used for written Title II overpayment explanations.2026-10-035Decision-support relationship.R21_REL021IFACE_QROPsupportsPROC_T2_OVERPAY_EXPLPOMS lists QROP as an online source FO/TSC staff may use to explain overpayments.2026-10-035Query-use relationship; underlying data path not inferred.R21_REL022IFACE_DRPFscreen_ofAPP_DMSPOMS identifies the protest/stop-recovery screen within Debt Management System workflow.2026-10-035UI membership is explicit in policy references.R21_REL023IFACE_DRPTscreen_ofAPP_DMSPOMS identifies the protest/stop-recovery screen within Debt Management System workflow.2026-10-035UI membership is explicit in policy references.R21_REL024IFACE_DRPRscreen_ofAPP_DMSPOMS identifies the protest/stop-recovery screen within Debt Management System workflow.2026-10-035UI membership is explicit in policy references.R21_REL025SYS_MBRprovides_record_forPROC_T2_OVERPAY_EXPLPOMS identifies this record/query as a source for explaining the overpayment.2026-10-035Operational information source; no API inference.R21_REL026APP_ROARprovides_record_forPROC_T2_OVERPAY_EXPLPOMS identifies this record/query as a source for explaining the overpayment.2026-10-035Operational information source; no API inference.R21_REL027DB_PHUSprovides_record_forPROC_T2_OVERPAY_EXPLPOMS identifies this record/query as a source for explaining the overpayment.2026-10-035Operational information source; no API inference.R21_REL028APP_ORSprovides_notice_history_forPROC_T2_OVERPAY_EXPLPOMS directs processing-center staff to check ORS for notices previously sent about the overpayment.2026-10-035Operational lookup relationship.R21_REL029APP_PAPERLESS_PSCprovides_documentation_forPROC_T2_OVERPAY_EXPLPOMS permits use of documentation in Paperless when preparing the explanation.2026-10-035Operational document-source relationship.R21_REL030APP_DMSsupportsPROC_T2_OVERPAY_EXPLDMS is used to stop recovery, record remarks, and resume collection in the explanation workflow.2026-10-035Business workflow relationship, not a statement of system-to-system protocol.R21_REL031CON_CLOUD_CO1_2021under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL032CON_CLOUD_CO2_2022under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL033CON_CLOUD_CO3_2023under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL034CON_CLOUD_CO4_2024under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL035CON_CLOUD_CO6_2025under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL036CON_CLOUD_CO7_2026under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL037CON_CLOUD_CO8_2026under_bpaCON_CLOUD_BPA_FOUR_POINTSOIG Table 1 identifies the call order under Cloud BPA 28321321A00040003.2026-06-305Contractual hierarchy only.R21_REL038CON_CLOUD_CO8_2026procuresTECH_DW_MGMT_PRODUCT_2026OIG describes Call Order 8 as procuring a data-warehouse management product that can process and analyze data.2026-06-305Product name and deployment architecture are not public.R21_REL039TECH_AWS_CLOUDWATCHprovided_byORG_AWSCloudWatch is an AWS service and OIG reports SSA uses it to monitor resources.2026-09-305No inference about account topology or monitored resource list.R21_REL040APP_AWS_WLM_ATTEMPTprovided_byORG_AWSOIG describes the attempted workforce-management solution as AWS functionality used alongside Amazon Connect.2025-07-315Historical attempted solution.R21_REL041APP_AWS_WLM_ATTEMPTattempted_companion_forSVC_AMAZON_CONNECTSSA attempted the solution when it began using AWS Connect for telephone services.2025-07-315Does not imply a stable production integration.R21_REL042APP_CONTACT_CENTER_WFMreplacedAPP_AWS_WLM_ATTEMPTOIG reports SSA purchased replacement cloud workforce-management software after the AWS solution failed to meet needs.2025-07-315Replacement product name is not publicly identified.R21_REL043APP_CONTACT_CENTER_WFMprocured_underCON_CLOUD_BPA_FOUR_POINTSOIG states SSA purchased the replacement workforce-management software using the same cloud BPA.2025-07-315No separate call-order number is identified in the report section.R21_REL044APP_CONTACT_CENTER_WFMsupports_operations_forSVC_AMAZON_CONNECTReplacement software supports workforce optimization, scheduling, forecasting, monitoring, and reporting for SSA telephone operations after AWS Connect deployment.2026-09-304Functional coexistence is documented; a direct technical interface/API is not established.R21_REL045APP_CYBER_RISK_MGMT_TOOLsupportsPROC_ENTERPRISE_CYBER_RISKOIG says previously siloed processes were aligned into a centralized Risk Management Tool launched in FY2026.2026-07-315Migration/refinement remained ongoing.R21_REL046PROJ_NUMIDENT_VERIFY_CONSOLIDATIONcenters_on_reference_dataSYS_NUMIDENTOIG reports SSA plans to consolidate several systems that verify incoming data against Numident into a centralized platform.2026-09-034Does not identify the systems, interface design, or future platform product.R21_REL047PROJ_NUMIDENT_VERIFY_CONSOLIDATIONmodernizesDOM_SSNVPlanned consolidation addresses Numident-based SSN/identity verification data matching.2026-09-034Domain-level modernization relationship; no deployed architecture inferred.R21_REL048PROC_PBX_RFI_2025seeks_complement_toSVC_AMAZON_CONNECTRFI sought COTS IP PBX capabilities for field offices because Amazon Connect did not provide all needed back-office functions.2025-02-265Procurement intent only; no award or deployed integration is inferred.R22_REL001APP_MCSfeeds_nightlyDB_TITLE2_ODSSSA downloads MCS data nightly to the Title II ODS for initial-claims management information.2026-07-105R22_REL002APP_UMS_MCASsupplies_workload_data_toDB_SCDDSCDD is populated by associating SUMS workload data with client demographics.2026-03-315R22_REL003SYS_ICDBsources_demographics_forDB_SUMS_CLIENT_TABLESSSA Open Data states demographics in SUMS client tables are sourced by the Integrated Client Database.2026-03-315R22_REL004DB_SUMS_CLIENT_TABLESfeeds_demographics_toDB_SCDDSCDD combines demographics housed in SUMS client tables with SUMS workload data.2026-03-315R22_REL005APP_EMACsupportsPROC_PUBLIC_INQUIRY_CORREMAC tracks, manages, assigns, and processes correspondence through completed response.2025-07-145R22_REL006APP_OPICSrecords_timing_forPROC_PUBLIC_INQUIRY_CORRSSA measures inquiry processing time from entry into the OPICS record system to completion.2025-07-144Public source names OPICS but does not disclose architecture or acronym expansion.R22_REL007DB_REP_DISQUAL_SORmaintained_inPLAT_SHAREPOINTSSA states representative-conduct information is maintained in agency repositories such as SharePoint.2021-04-145This establishes repository use for this data only, not enterprise SharePoint topology.R22_REL008DB_REP_DISQUAL_SORmaintained_inAPP_REP_CONDUCT_CLAIMSSSA states representative-conduct information is maintained in the Representative Conduct Claims application.2021-04-145R22_REL009EX_CMA1003_DOL_BLCexchanges_withORG_DOLActive SSA computer matching program CMA 1003 with ORG_DOL.2026-10-035R22_REL010EX_CMA1004_DOD_RETexchanges_withORG_DMDCActive SSA computer matching program CMA 1004 with ORG_DMDC.2026-10-035R22_REL011EX_CMA1006_RRB_CHICOexchanges_withORG_RRBActive SSA computer matching program CMA 1006 / CHICO with ORG_RRB.2026-10-035R22_REL012EX_CMA1007_RRB_WAGE_BENexchanges_withORG_RRBActive SSA computer matching program CMA 1007 with ORG_RRB.2026-10-035R22_REL013EX_CMA1010_DHS_NONCITexchanges_withORG_DHSActive SSA computer matching program CMA 1010 with ORG_DHS.2026-10-035R22_REL014EX_CMA1012_CNCS_SSNexchanges_withORG_CNCSActive SSA computer matching program CMA 1012 with ORG_CNCS.2026-10-035R22_REL015EX_CMA1015_DOL_BLBexchanges_withORG_DOLActive SSA computer matching program CMA 1015 with ORG_DOL.2026-10-035R22_REL016EX_CMA1016_IRS_DISFLAexchanges_withORG_IRSActive SSA computer matching program CMA 1016 / DISFLA with ORG_IRS.2026-10-035R22_REL017EX_CMA1030_VA_INCOME_DEPexchanges_withORG_VBAActive SSA computer matching program CMA 1030 with ORG_VBA.2026-10-035R22_REL018EX_CMA1038_BFS_SAVINGSexchanges_withORG_BFSActive SSA computer matching program CMA 1038 with ORG_BFS.2026-10-035R22_REL019EX_CMA1050_VA_EARNINGSexchanges_withORG_VBAActive SSA computer matching program CMA 1050 with ORG_VBA.2026-10-035R22_REL020EX_CMA1051_ED_SSN_CITexchanges_withORG_EDActive SSA computer matching program CMA 1051 with ORG_ED.2026-10-035R22_REL021EX_CMA1052_VHA_EARNINGSexchanges_withORG_VHAActive SSA computer matching program CMA 1052 with ORG_VHA.2026-10-035R22_REL022EX_CMA1061_HUD_INCOMEexchanges_withORG_HUDActive SSA computer matching program CMA 1061 with ORG_HUD.2026-10-035R22_REL023EX_CMA1071_OPM_BENEFITexchanges_withORG_OPMActive SSA computer matching program CMA 1071 with ORG_OPM.2026-10-035R22_REL024EX_CMA1100_ED_MINEexchanges_withORG_EDActive SSA computer matching program CMA 1100 / MINE with ORG_ED.2026-10-035R22_REL025EX_CMA1304_BFS_PARTDexchanges_withORG_BFSActive SSA computer matching program CMA 1304 with ORG_BFS.2026-10-035R22_REL026EX_CMA1305_IRS_PARTDexchanges_withORG_IRSActive SSA computer matching program CMA 1305 with ORG_IRS.2026-10-035R22_REL027EX_CMA1306_OCSE_PARTDexchanges_withORG_OCSEActive SSA computer matching program CMA 1306 with ORG_OCSE.2026-10-035R22_REL028EX_CMA1307_OPM_PARTDexchanges_withORG_OPMActive SSA computer matching program CMA 1307 with ORG_OPM.2026-10-035R22_REL029EX_CMA1308_RRB_PARTDexchanges_withORG_RRBActive SSA computer matching program CMA 1308 with ORG_RRB.2026-10-035R22_REL030EX_CMA1310_IRS_PREMIUMexchanges_withORG_IRSActive SSA computer matching program CMA 1310 with ORG_IRS.2026-10-035R22_REL031EX_CMA1012_CNCS_SSNmatches_againstSYS_NUMIDENTCMA 1012 uses SSA Enumeration System records to verify SSN/name/DOB and return recorded citizenship/death indicators.2026-10-035Atlas links the Enumeration System record source to Numident; the agreement does not name a separate physical verification platform.R22_REL032EX_CMA1050_VA_EARNINGSverifies_againstSYS_NUMIDENTCMA 1050 verifies VA-provided SSNs using SSA Enumeration System records.2026-10-035R22_REL033EX_CMA1050_VA_EARNINGSdiscloses_fromSYS_MEFCMA 1050 discloses matched earnings data from the Earnings Recording and Self-Employment Income System / Master Earnings File.2026-10-035R22_REL034EX_CMA1304_BFS_PARTDsends_finder_data_fromDB_MDBCMA 1304 states SSA extracts SSNs for the Fiscal Service finder file from the Medicare Database File.2026-10-035R22_REL035EX_CMA1304_BFS_PARTDmatches_againstEXT_BFS_US_SECURITIES_ACCESSFiscal Service matches SSA finder-file SSNs against United States Securities and Access records and returns savings-security ownership data.2026-10-035R23_REL001QRY_EARQ_LEGACYaccessed_viaTECH_PCOMSSA describes the legacy EARQ system as the PCOM display/application used to develop earnings alerts.2026-07-145Interim instructions explicitly direct continued use of legacy PCOM EARQ.R23_REL002API_EARQflags_claims_inAPP_CCEThe EARQ API flags CCE retirement claims with earnings alerts that require manual development/resolution.2026-07-145R23_REL003PROC_RIB_STPusesAPI_EARQSSA says the new EARQ API was introduced as part of retirement iClaim straight-through processing.2026-07-145R23_REL004PROC_RIB_STPprocessesAPP_ICLAIMThe STP process applies to retirement insurance benefit iClaims; an EARQ makes a claim ineligible for straight-through processing.2026-07-145This is a process relationship, not a claim that all iClaims use STP.R23_REL005APP_EQSmodernized_parallel_toQRY_EARQ_LEGACYSSA contrasts the new web EQS with the legacy PCOM EARQ system; interim instructions kept the legacy path in use because their alert logic differed.2026-07-145Do not infer formal retirement/replacement completion.R23_REL006SYS_SSI_EARN_ALERTposts_diaries_toSYS_SSRCurrent POMS says wage discrepancies generate field-office alerts and S2 diaries posted to the Supplemental Security Record.2026-10-035R23_REL007SYS_SSI_EARN_ALERTuses_exchange_output_fromEX_OCSE_SSI_WAGE_ALERTThe SSI earnings-alert workflow uses the OCSE wage matching operation already represented as the OCSE State Wage Alerts exchange product.2026-10-035Relationship reflects documented business/data flow, not an asserted API.R23_REL008UI_NAT_SSI_ALERTprovides_replacement_alerts_forSYS_SSI_EARN_ALERTPOMS directs field offices to the National SSI Alert System Page to obtain replacement alerts.2026-10-035R23_REL009UI_DSWMbuilds_update_transaction_forSYS_SSRPOMS says the SSI Claims system DSWM screen is completed to clear the diary and build the transaction to SSR.2026-10-035R23_REL010QRY_DEQYsupports_resolution_ofSYS_SSI_EARN_ALERTPOMS requires a DEQY when working S2 wage alerts during March through September and directs comparison of employers/wages against SSI records.2026-10-035Operational support relationship; DEQY is not modeled as the alert engine.R23_REL011APP_AMPpreviously_processedAPP_ICLAIMBefore TAA, Medicare-only internet claims were processed via AMP or routed to technicians through MCS.2026-01-305Specific to Medicare-only iClaims.R23_REL012PROC_TAA_MEDICAREprocessesAPP_ICLAIMTAA identifies standard Medicare-only iClaims and can process qualifying applications to completion.2026-01-305R23_REL013PROC_TAA_MEDICAREexecutes_inAPP_CCEQualifying standard Medicare-only iClaims are processed to completion without technician intervention in CCE.2026-01-305R23_REL014PROC_TAA_MEDICAREestablishesSYS_MBRSSA states that after TAA adjudicates a standard Medicare-only iClaim to completion, CCE establishes the MBR.2026-01-305Modeled at process level; does not infer direct database connectivity from TAA itself.R23_REL015PROC_TAA_MEDICAREstores_outputs_inAPP_ORSAfter successful TAA processing, the Notice of Award and a copy of the internet application are stored in ORS.2026-01-305R23_REL016PROC_TAA_MEDICAREroutes_exceptions_toAPP_MCSClaims that cannot be processed through TAA/CCE may be routed to technicians and imported into MCS under documented exception paths.2026-01-305R23_REL017APP_WAClists_actionable_work_forPROC_TAA_MEDICARETAA claims requiring technician action appear in WAC pending/internet-claim locations for assignment and review.2026-01-305R23_REL018QRY_HIQRverifies_outputs_ofPROC_TAA_MEDICARETechnicians may use HIQR to verify Medicare start dates, billing information, and card issuance after TAA processing.2026-01-305R23_REL019APP_DALLAS_APPEALShands_off_payment_continuation_toAPP_CCETechnicians continue Banana for SSI non-medical PE reconsiderations and then initiate Goldberg-Kelly payment continuation in SSI CCE from the Banana End of Process screen.2026-10-035R23_REL020APP_DALLAS_APPEALSestablishes_development_tickle_inAPP_CCEBanana establishes a tickle on the SSI CCE Development Worksheet to control later removal of Goldberg-Kelly protected payment level.2026-10-035R23_REL021APP_MCSstores_citizenship_data_inAPP_PERSON_INFOBeginning June 27, 2021, citizenship data collected on the MCS CLCZ screen is stored and maintained in Person Information.2026-09-275R23_REL022APP_PERSON_INFOsuperseded_citizenship_storage_inDB_T2_SHARED_PERSONSSA moved Title II citizenship storage from T2 Shared to Person Information effective June 27, 2021.2026-09-275Scope is citizenship data, not all T2 Shared person data.R23_REL023APP_PERSON_INFOintegrated_withAPP_CCESSA described Person Information as fully integrated with SSI claims processing in CCE.2026-10-055Detail from a 2022 instruction retained through 2026-09-27; post-retention topology not independently revalidated.R23_REL024APP_PERSON_INFOintegrated_withAPP_ERPSSSA described Person Information as fully integrated with eRPS.2026-09-274Detail from a 2022 instruction retained through 2026-09-27; post-retention topology not independently revalidated.R23_REL025APP_PERSON_INFOaccessed_viaAPP_IMAINSSA instructed technicians to select Person Information from iMain for query/edit work.2026-10-055R23_REL026APP_MACADEpulls_citizenship_data_fromAPP_PERSON_INFOFor post-entitlement citizenship updates, a MACADE action pulls information from the PI update to the MBR.2026-09-274R23_REL027APP_POSpulls_citizenship_data_fromAPP_PERSON_INFOFor post-entitlement citizenship updates, a POS action pulls information from the PI update to the MBR.2026-09-274R23_REL028APP_RASRpropagates_representative_data_toAPP_MCSCurrent POMS says representative information entered in RASR propagates into MCS for applicable claims.2026-10-025R23_REL029APP_RASRpropagates_representative_data_toAPP_MSSICSCurrent POMS says representative information entered in RASR propagates into MSSICS for applicable claims.2026-10-025R23_REL030APP_RASRpropagates_representative_data_toAPP_EDCSCurrent POMS says representative information entered in RASR propagates into EDCS for applicable claims.2026-10-025R23_REL031SVC_E1696processed_inAPP_RASRCurrent representative-appointment POMS directs staff to enter/process appointment information in RASR after receipt of the current SSA-1696/e1696.2026-10-025This models the appointment-processing path; e1696 submission transport itself is not inferred.R27_REL001COMP_ERPS_WMpart_ofAPP_ERPSPOMS identifies Workload Management as an eRPS capability for criminal-information workload handling.2026-10-045R27_REL002PROC_ERPS_CRIMINAL_BGimplemented_inAPP_ERPSPOMS identifies the criminal background check as occurring through eRPS.2026-10-045R27_REL003PROC_ERPS_CRIMINAL_BGgeneratesDATA_ERPS_CRIM_WORKSpecified criminal-information issue types can be generated from the eRPS criminal background check.2026-10-045R27_REL004DATA_ERPS_CRIM_WORKmanaged_inCOMP_ERPS_WMField offices receive and process the specified criminal-information work issues in eRPS Workload Management.2026-10-045R27_REL005DATA_ERPS_CRIM_WORKalso_available_inAPP_WACPOMS states the criminal-information work issues are also available in WAC.2026-10-045R27_REL006APP_MYRPAsupports_reporting_forDOM_REPPAYEECurrent POMS identifies myRPA as an electronic filing option for representative-payee accounting reports.2026-10-045R27_REL007UI_MCS_DW01part_ofAPP_MCSPOMS explicitly identifies DW01 as the MCS Development Worksheet screen.2026-10-045R27_REL008UI_MCS_DW01identifies_assignment_toORG_WSUThe MCS DW01 screen identifies the assigned WSU in the documented claims workflow.2026-10-045R27_REL009UI_MCS_DW03part_ofAPP_MCSPOMS identifies DW03 as an MCS screen used in the WSU routing workflow.2026-10-044Screen purpose is documented; the screen code is not expanded in public policy.R27_REL010APP_DOORSprovides_contact_routing_forORG_WSUPOMS directs staff to DOORS for WSU address, telephone, and email information.2026-10-045R27_REL011APP_DOORSused_withAPP_PCACSIn documented exception workflows, staff use PCACS and consult DOORS for servicing module contact information.2026-10-044Workflow co-use only; no direct system-to-system interface is inferred.R27_REL012QRY_WMHHsupports_case_movement_review_forORG_WSUPOMS directs staff to review WMHH for recent case movement when determining routing/jurisdiction.2026-10-044No hosting or underlying WMS architecture is inferred.R27_REL013UI_PEPPpart_ofAPP_POSCurrent POMS identifies PEPP as the Provisional Payment screen in Title II POS.2026-10-045R27_REL014APP_POSinitiatesPROC_T2_EXR_PROVISIONALCurrent POMS directs staff to begin eligible EXR provisional benefits via POS.2026-10-045R27_REL015UI_PEPPinput_forPROC_T2_EXR_PROVISIONALStaff enter provisional-payment information on the PEPP screen to initiate the process.2026-10-045R27_REL016PROC_T2_EXR_PROVISIONALupdates_or_is_monitored_onSYS_MBRPOMS instructs staff to monitor the MBR for the provisional-benefit update after POS input.2026-10-044Operational outcome is documented; a direct POS-to-MBR technical interface is not asserted.R27_REL017APP_MYCOAaccessed_viaAPP_MYSSAPOMS describes access to myCOA from the Contact link in My Profile within my Social Security.2026-10-045R27_REL018APP_MYCOAprocessed_byAPP_T2RPOMS states Title II Redesign processes address/telephone inputs from myCOA and POS.2026-10-045R27_REL019APP_MYCOAposts_updates_toSYS_MBRPOMS states permitted Title II myCOA changes post to the MBR through existing batch processing.2026-10-045R27_REL020APP_MYCOAposts_limited_updates_toSYS_SSRPOMS states permitted Title XVI/concurrent telephone changes can post to the SSR; Title XVI address changes are not enabled through myCOA.2026-10-045Scope is deliberately limited to documented telephone-change eligibility.R27_REL021UI_APWAaccess_point_forAPP_WEIAPOMS identifies the Application Programmatic Wage Authorization page as one access route to WEIA.2026-10-045R27_REL022EX_CMA1005_OPM_CIVILexchanges_withORG_OPMOPM discloses civil-service pension/payment data to SSA under CMA 1005.2026-10-045R27_REL023EX_CMA1005_OPM_CIVILsupportsDOM_TITLE16CMA 1005 supports verification of SSI eligibility/payment information using OPM pension data.2026-10-045R27_REL024EX_CMA1005_OPM_CIVILsupportsDOM_SVBCMA 1005 supports verification of SVB eligibility/payment information using OPM pension data.2026-10-045R27_REL025EX_CMA1045_OPM_EARNexchanges_withORG_OPMSSA discloses wage and self-employment income to OPM under CMA 1045 for covered earnings-limit determinations.2026-10-045R27_REL026EX_CMA6000_STATE_LEVELexchanges_withORG_STATESCMA 6000 is the active state-level model matching program.2026-10-045R27_REL027EX_CMA6003_STATE_AGENCYexchanges_withORG_STATESCMA 6003 is the active state-agency model matching program.2026-10-045R27_REL028EX_CMA6004_TRIBALexchanges_withORG_TRIBAL_ENTITIESCMA 6004 is the active tribal-entity model matching program.2026-10-045R27_REL029EX_CMA6000_STATE_LEVELdiscloses_records_fromSYS_NUMIDENTAgreement lists SORN 60-0058, Master Files of SSN Holders and SSN Applications, among records available for the match.2026-10-045Logical records disclosure; no physical transport path is inferred.R27_REL030EX_CMA6000_STATE_LEVELdiscloses_records_fromSYS_MEFAgreement lists SORN 60-0059, Earnings Recording and Self-Employment Income System, among records available for the match.2026-10-044Atlas maps SORN 60-0059 to the MEF/earnings domain with confidence 4; physical implementation is not inferred.R27_REL031EX_CMA6000_STATE_LEVELdiscloses_records_fromSYS_MBRAgreement lists SORN 60-0090, Master Beneficiary Record, among records available for the match.2026-10-045Logical records disclosure only.R27_REL032EX_CMA6000_STATE_LEVELdiscloses_records_fromSYS_SSRAgreement lists SORN 60-0103, Supplemental Security Income Record and Special Veterans Benefits, among records available for the match.2026-10-045Logical records disclosure only.R27_REL033EX_CMA6000_STATE_LEVELdiscloses_records_fromAPP_PUPSAgreement lists SORN 60-0269, Prisoner Update Processing System, among records available for the match.2026-10-045Logical records disclosure only.R27_REL034EX_CMA6000_STATE_LEVELdiscloses_records_fromDB_MDBAgreement lists SORN 60-0321, Medicare Database File, among records available for the match.2026-10-045Logical records disclosure only.R27_REL035EX_CMA6003_STATE_AGENCYdiscloses_records_fromSYS_NUMIDENTAgreement lists SORN 60-0058, Master Files of SSN Holders and SSN Applications, among records available for the match.2026-10-045Logical records disclosure; no physical transport path is inferred.R27_REL036EX_CMA6003_STATE_AGENCYdiscloses_records_fromSYS_MEFAgreement lists SORN 60-0059, Earnings Recording and Self-Employment Income System, among records available for the match.2026-10-044Atlas maps SORN 60-0059 to the MEF/earnings domain with confidence 4; physical implementation is not inferred.R27_REL037EX_CMA6003_STATE_AGENCYdiscloses_records_fromSYS_MBRAgreement lists SORN 60-0090, Master Beneficiary Record, among records available for the match.2026-10-045Logical records disclosure only.R27_REL038EX_CMA6003_STATE_AGENCYdiscloses_records_fromSYS_SSRAgreement lists SORN 60-0103, Supplemental Security Income Record and Special Veterans Benefits, among records available for the match.2026-10-045Logical records disclosure only.R27_REL039EX_CMA6003_STATE_AGENCYdiscloses_records_fromAPP_PUPSAgreement lists SORN 60-0269, Prisoner Update Processing System, among records available for the match.2026-10-045Logical records disclosure only.R27_REL040EX_CMA6003_STATE_AGENCYdiscloses_records_fromDB_MDBAgreement lists SORN 60-0321, Medicare Database File, among records available for the match.2026-10-045Logical records disclosure only.R27_REL041EX_CMA6004_TRIBALdiscloses_records_fromSYS_NUMIDENTAgreement lists SORN 60-0058.2026-10-045Logical records disclosure only; no physical transport path is inferred.R27_REL042EX_CMA6004_TRIBALdiscloses_records_fromSYS_MBRAgreement lists SORN 60-0090.2026-10-045Logical records disclosure only; no physical transport path is inferred.R27_REL043EX_CMA6004_TRIBALdiscloses_records_fromSYS_SSRAgreement lists SORN 60-0103.2026-10-045Logical records disclosure only; no physical transport path is inferred.R27_REL044EX_CMA6004_TRIBALdiscloses_records_fromAPP_PUPSAgreement lists SORN 60-0269.2026-10-045Logical records disclosure only; no physical transport path is inferred.R27_REL045EX_CMA6004_TRIBALdiscloses_records_fromDB_MDBAgreement lists SORN 60-0321.2026-10-045Logical records disclosure only; no physical transport path is inferred.R28_REL001INT_UPLOAD_DOCS_STARTentry_point_forAPP_UPLOAD_DOCUMENTSCurrent SSA Forms links route representative electronically submittable forms through /eSubmit/upload-documents-ui/start with target and type parameters.2026-10-045Observed URL-level interface only; no backend API topology inferred.R28_REL002APP_UPLOAD_DOCUMENTSsupports_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 and current Forms links distinguish Complete Online webforms from PDF upload.2026-10-045R28_REL003APP_UPLOAD_DOCUMENTSsupports_modeCAP_UPLOAD_EVIDENCE_MODEEM-25037 documents customer-initiated submission of selected evidence through Upload Documents.2026-10-045R28_REL004PROC_UPLOAD_CREDENTIAL_STEPUPimplemented_byAPP_UPLOAD_DOCUMENTSSensitive forms can require advanced credentials before the customer continues submission in Upload Documents.2026-10-045R28_REL005APP_UPLOAD_DOCUMENTSauthenticates_viaSVC_LOGIN_GOVCustomer-initiated access authenticates through Login.gov before returning to Upload Documents.2026-10-045R28_REL006APP_UPLOAD_DOCUMENTSauthenticates_viaSVC_IDMECustomer-initiated access authenticates through ID.me before returning to Upload Documents.2026-10-045R28_REL007APP_UPLOAD_DOCUMENTSuses_routing_data_fromAPP_PERSON_INFOSSA routes a successful customer submission to the field office associated with the mailing-address ZIP code in Person Information.2026-10-045Operational routing dependency; transport between applications is not inferred.R28_REL008APP_UPLOAD_DOCUMENTSsends_receipts_toSVC_MYSSA_MESSAGE_CENTERCustomer-initiated submissions automatically generate a receipt in the my Social Security Message Center.2026-10-045R28_REL009SVC_MYSSA_MESSAGE_CENTERpart_ofAPP_MYSSASSA describes Message Center as a my Social Security feature for customer notices and receipts.2026-10-045R28_REL010SVC_MYSSA_HEARING_NOTICESdelivered_viaSVC_MYSSA_MESSAGE_CENTERSSA says proffer letters and hearing-related notices are available securely in the my Social Security Message Center.2026-10-045R28_REL011SVC_MYSSA_ADJ_FORMSimplemented_viaAPP_UPLOAD_DOCUMENTSCurrent Forms links for HA-4631, HA-4632, and HA-4633 resolve to the shared Upload Documents /eSubmit entry point.2026-10-045This links the existing digital-service capability to its observed public intake application; no downstream hearings-system interface is inferred.R28_REL012SVC_MYSSA_ADJ_FORMSroutes_throughINT_UPLOAD_DOCS_STARTHA-4631/4632/4633 Complete Online links carry target=<form> and type=completeOnline through the shared endpoint.2026-10-045R28_REL013APP_IRPPlaunchesAPP_UPLOAD_DOCUMENTSRepresentative-payee Upload Documents access is available from my Social Security representative-payee services; current SSA-552 links include ref=rpp.2026-10-045The public ref=rpp parameter corroborates representative-payee routing; it is not treated as a backend interface specification.R28_REL014APP_I454accessed_viaAPP_MYSSAPOMS says the i454 link appears on the eligible beneficiary or recipient mySSA landing page.2026-10-045R28_REL015APP_WACusesCOMP_CDR_DEV_TOOLBOXField offices initiate the medical CDR in WAC using the CDR Development Toolbox.2026-10-045R28_REL016APP_WACenables_online_cdr_forAPP_I454After the FO initiates the CDR in WAC and required DCF state is set, the i454 link can appear for eligible users.2026-10-045Workflow dependency only; no software call is inferred.R28_REL017DB_DCFgates_availability_ofAPP_I454POMS states the i454 link appears after the CDR is initiated in WAC and the DCF field has been initiated.2026-10-045Logical workflow state dependency; no physical interface is asserted.R28_REL018APP_I454generates_submission_alert_inAPP_WACSubmitted i454 cases appear with a submission date in the WAC DCF Pending Medical CDR listing.2026-10-045R28_REL019APP_I454propagates_submission_toAPP_EDCSAfter the FO establishes the CDR in EDCS and selects the submitted case from WAC, keyed i454 data propagate into EDCS.2026-10-045R28_REL020APP_EAUTH827used_withinAPP_EDCSCurrent POMS directs staff to the SSA-827 eAuthorization screen in EDCS for attestation.2026-10-045R28_REL021APP_EAUTH827used_withinAPP_EVIEWCurrent POMS directs staff to the SSA-827 eAuthorization screen in eView for attestation.2026-10-045R28_REL022APP_EAUTH827stores_signed_authorization_inREPO_EFCurrent POMS says the system automatically adds the signed SSA-827 to the electronic folder.2026-10-045R28_REL023APP_UNIFORMSpaper_fallback_toREPO_MDFWhen the official disability folder is the paper MDF, POMS directs staff to print the UniForm and file it in that folder.2026-10-045R28_REL024CAP_UPLOAD_EVIDENCE_MODEroutes_submission_toAPP_WORKTRACKEM-25037 says all documents submitted through Upload Documents are received by the field office through WorkTrack.2026-10-045R28_REL025CAP_UPLOAD_WEBFORM_MODEroutes_submission_toAPP_WORKTRACKEM-25024 says documents submitted through Upload Documents, including customer-initiated webforms, come into the field office through WorkTrack.2026-10-045R29_REL001APP_ARSprovides_realtime_access_toREPO_EFCurrent ARS lets appointed representatives view and download claimant eFolder documents in real time.2026-10-045R29_REL002APP_ARSuploads_evidence_toREPO_EFCurrent ARS lets appointed representatives upload medical evidence and other documents directly into a claimant eFolder.2026-10-045R29_REL003APP_APPOINTED_REPstores_representative_information_inDB_APPOINTED_REPThe 2010 Appointed Representatives PIA says information collected for the project is maintained in the Appointed Representative database.2010-02-044Historical implementation relationship retained with current-boundary caution; no equivalence to RASR is inferred.R29_REL004SVC_E1693usesTECH_ADOBE_SIGNCurrent e1693 instructions identify adobesign@adobesign.com as the service sending access and completion links.2026-10-045R29_REL005SVC_E1696usesTECH_ADOBE_SIGNCurrent POMS explicitly refers to the e1696 and e1693 AdobeSign portals.2026-10-045Technology use is portal-specific; no enterprise contract scope inferred.R29_REL006SVC_E1693submits_fee_agreement_forPROC_REP_FEE_AGREEMENTCurrent SSA representation/POMS pages identify e1693 as the electronic SSA-1693 fee-agreement submission method.2026-10-045R29_REL007SVC_E1693historically_routes_submission_image_toAPP_WORKTRACK2021 implementation instructions say completed online SSA-1693 images were electronically routed to the claimant local field office online work queue and identify WorkTrack for processing.2021-11-124Historical implementation evidence only; the current downstream route was not independently revalidated in Run 29.R29_REL008PROC_CPASrecords_signature_indicator_inAPP_RASRCurrent POMS requires staff processing a CPAS-signed SSA-1696 to code the CPAS checkbox in RASR.2026-10-045R29_REL009PROC_CPASrecords_issue_onUI_MCS_DW01Current POMS directs staff to add/document the CPAS issue on the MCS DW01 screen for applicable initial-claim forms and when RASR coding was missed.2026-10-045R29_REL010PROC_CPASrecords_initial_claim_issue_inAPP_CCECurrent POMS directs field-office staff to add the CPAS issue on the Development Worksheet in CCE SSI for applicable initial claims.2026-10-045The specific CCE worksheet implementation is not separately modeled.R29_REL011PROC_CPASstores_postentitlement_document_inREPO_EFFor applicable post-entitlement CPAS cases, current POMS directs staff to establish an SSA-5002 and store it in the electronic folder associated with the claim.2026-10-045R29_REL012PROC_CPASstores_paper_folder_document_viaAPP_EPFor paper-folder CPAS cases, current POMS directs staff to store the documentation in Evidence Portal.2026-10-045R29_REL013APP_IAPPEALSincludesFORM_I561Current POMS lists i561 as the iAppeals Request for Reconsideration component.2026-10-045R29_REL014APP_IAPPEALSincludesFORM_I501Current POMS lists i501 as the iAppeals Request for Hearing by Administrative Law Judge component.2026-10-045R29_REL015APP_IAPPEALSincludesFORM_I520Current POMS says i520 is available in iAppeals for Appeals Council review.2026-10-045R29_REL016APP_IAPPEALSqueues_requests_inAPP_IWMICurrent POMS says iAppeals adds submitted appeal requests to the Internet Disability WMI and technicians work them from the WMI listing.2026-10-045R29_REL017APP_IAPPEALSpropagates_title_ii_appeal_data_toAPP_MCSCurrent POMS says most i561/i501 information propagates to MCS when technicians import Title II iAppeals requests.2026-10-045R29_REL018APP_IAPPEALSopens_title_xvi_appeal_event_inAPP_MSSICSTitle XVI POMS says an iAppeals submission automatically opens an MSSICS appeal event and most i561/i501 data propagates to MSSICS.2026-10-045Source section has an older revision date but remains effective to Present.R29_REL019APP_IAPPEALStransfers_appeal_viaAPP_EDCSCurrent Title II and continuing Title XVI POMS instruct technicians to use EDCS to transfer iAppeals requests to DDS or the servicing hearing office.2026-10-045R29_REL020APP_IAPPEALSstores_title_ii_request_copy_inAPP_ORSCurrent Title II iAppeals POMS directs staff to mail a copy after loading the appeal request into ORS.2026-10-045R29_REL021APP_ICLAIMlaunches_after_failed_verificationAPP_IAPPTCurrent POMS says iClaim is the only iAppt entry point; after two failed verification checks in one session, eligible claimants are offered appointment scheduling.2026-10-045R29_REL022APP_ICLAIMpropagates_identity_data_toAPP_IAPPTCurrent POMS says claimant SSN, name, date of birth, and sex propagate from iClaim to iAppt.2026-10-045R29_REL023APP_IAPPTtransmits_appointment_data_toAPP_ELASCurrent POMS says iAppt transmits collected About You data to eLAS and establishes the appointment/protective filing there.2026-10-045R29_REL024APP_ELASprovides_dedicated_appointment_calendar_toAPP_IAPPTCurrent POMS says a fifth eLAS calendar screen is for iAppt use only and supplies available field-office appointments.2026-10-045R29_REL025APP_IAPPTisolates_unverified_data_fromSYS_ICDBCurrent POMS says iAppt-created unverified data remains isolated from CLIENT/ICDB until staff verifies and receipts the UNVER issue.2026-10-045Explicit data-boundary relationship; does not imply a separate physical staging database.R29_REL026APP_ICLAIMrecords_submission_completion_date_onUI_IMNUCurrent POMS says an electronically signed first-party iClaim submission date is the complete date on the Internet Menu (IMNU).2026-10-045R30_REL001APP_INFORMsupports_telephone_form_completion_forPROC_OVERPAYMENT_WAIVERCurrent waiver instructions direct technicians taking an SSA-632-BK by telephone to open Inform and complete the form.2026-10-045Manual business workflow; no application-to-application API is asserted.R30_REL002APP_INFORMproduces_pdf_for_manual_batch_upload_toAPP_WORKTRACKWaiver instructions say staff save the completed inForm SSA-632-BK as PDF and upload it into WorkTrack 2.0 using Upload a Batch.2026-10-045This is a human-mediated file handoff, not an inferred system interface.R30_REL003APP_UPLOAD_DOCUMENTSaccepts_public_submission_forPROC_OVERPAYMENT_WAIVERCurrent SSA waiver and forms instructions allow SSA-632-BK submission through Upload Documents.2026-10-045Public digital intake path.R30_REL004APP_WAIVER_DECISION_TREEsupportsPROC_OVERPAYMENT_WAIVERSSA directs staff to the interactive Waiver Decision Tree for selecting waiver provisions and processing steps.2026-10-045R30_REL005UI_DMS_DRADscreen_ofAPP_DMSCurrent POMS identifies DRAD as a DMS Fact/Amount Appeal Disposition screen.2026-10-045R30_REL006UI_DMS_DRADrecords_title_ii_disposition_forPROC_OVERPAYMENT_WAIVERCurrent Title II waiver/reconsideration instructions use DRAD to input specified dismissals, approvals and denials.2026-10-045R30_REL007UI_DMS_DMFSscreen_ofAPP_DMSWaiver instructions place the WMS Debt Management Function Selection screen in the DMS jurisdiction-transfer workflow.2026-10-045UI association only; physical WMS/DMS architecture is not inferred.R30_REL008UI_DMS_DMFSroutes_jurisdiction_forPROC_OVERPAYMENT_WAIVERCurrent waiver basics instruct FOs to transfer waiver jurisdiction to the processing center using DMFS.2026-10-045R30_REL009UI_SSR_UOWVupdatesSYS_SSRCurrent POMS says Title XVI waiver dismissal input is made through UOWV in Direct SSR Update.2026-10-045R30_REL010UI_SSR_UOWVrecords_title_xvi_disposition_forPROC_OVERPAYMENT_WAIVERCurrent Title XVI waiver procedures use UOWV to record the waiver decision/dismissal.2026-10-045R30_REL011UI_DMS_DRDYscreen_ofAPP_DMSPOMS explicitly calls DRDY the ROAR Diary Processing screen in DMS.2026-10-045R30_REL012UI_DMS_DRDYestablishes_diary_forAPP_ROARPOMS directs technicians to establish a 90-day ROAR diary via DRDY in DMS.2026-10-045R30_REL013APP_ECOMPSalternative_computation_path_toAPP_ICF_T16Current SSI policy directs technicians to use eComps or Interactive Comps for future SSI monthly benefit estimates.2026-10-045Functional alternative, not a technical integration.R30_REL014PROC_WAGE_SCOUTINGuses_earnings_context_fromSYS_MEFScouting procedures use MEF/DEQY context and employer wage reports to investigate earnings discrepancies.2026-10-045Business-use relationship only.R30_REL015PROC_WAGE_SCOUTINGused_to_resolve_alerts_fromSVC_ERQYCurrent POMS instructs staff to request Wage Scouting (EWSR) when certain EARQ/ERQY duplicate-posting alerts require development.2026-10-045R30_REL016ARCH_SUMShas_data_storeDB_SUMS_ENUM_ODSSSA Open Data explicitly identifies a SUMS Enumeration Operational Data Store used for enumeration processing-time reporting.2026-10-045Name and source support SUMS membership; no lower-level physical topology inferred.R30_REL017DB_SUMS_ENUM_ODSprovides_management_reporting_forDOM_ENUMERATIONSSA extracts enumeration processing-time data from the SUMS Enumeration ODS.2026-10-045R30_REL018ARCH_SUMShas_data_warehouseDB_SUMS_COUNTS_DWCurrent SSA Open Data names the Social Security Unified Measurement System (SUMS) Counts Data Warehouse.2026-10-045R30_REL019DB_MEDICARE_ODSfeeds_daily_workload_data_toDB_SUMS_COUNTS_DWSSA says the Extra Help dataset source warehouse is updated daily with current SUMS workload data from the Medicare Operational Data Store.2026-10-045R30_REL020DB_SUMS_COUNTS_DWprovides_reporting_data_forPROC_EXTRA_HELPSSA identifies SUMS Counts Data Warehouse as the source for its public Extra Help decisions dataset.2026-10-045R30_REL021DB_MEDICARE_ODSprovides_workload_data_forPROC_EXTRA_HELPThe current Extra Help dataset documentation says Medicare ODS supplies the workload data used to update the source warehouse.2026-10-045Reporting relationship only; no MAPS/i1020 physical interface inferred.R30_REL022QRY_HEARaccessed_withinAPP_EVIEWPost-CPMS instructions locate the HEAR query in the Queries link on eView Case Documents.2026-10-045R30_REL023QRY_HEARused_as_post_retirement_status_lookup_forAPP_CPMSAfter CPMS retirement, SSA directs field staff to HEAR for medical hearing status information.2026-10-045Replacement of a lookup function, not a database migration claim.R30_REL024APP_WEBALJnew_case_feed_depended_onAPP_CPMSSSA says WebALJ cannot receive new cases until it can successfully pull data without CPMS.2026-10-045Historical/broken dependency documented by the retirement EM.R30_REL025APP_EDCSprovides_post_cpms_workaround_forAPP_WEBALJAfter WebALJ stopped receiving new cases, SSA told staff to identify SSI ALJ reversals from EDCS action-item listings.2026-10-045R30_REL026APP_WACprovides_post_cpms_workaround_forAPP_WEBALJThe same SSI ALJ-reversal workaround can be found through WAC action-item listings.2026-10-045R30_REL027APP_ARPSprovides_post_cpms_status_lookup_forAPP_CPMSPost-retirement instructions direct staff to ARPS for Appeals Council and Federal Court pending/closed case status.2026-10-045R30_REL028APP_ENMprovides_post_cpms_nonmedical_lookup_forAPP_CPMSPost-retirement instructions direct staff to ENM queries for non-medical hearing information.2026-10-045R30_REL029APP_EVIEWprovides_post_cpms_decision_lookup_forAPP_CPMSPost-retirement instructions direct staff to eView Case Data for medical decision data at all appeal levels.2026-10-045R30_REL030APP_EPstores_post_cpms_nonmedical_decisions_forAPP_CPMSPost-retirement instructions state Appeals Council and Court non-medical decision documentation will be stored in Evidence Portal.2026-10-045Functional replacement relationship only.R30_REL031EX_EAEgenerates_exception_messageDATA_ENUM_FEEDBACK_EMEAE records with certain exceptions receive an Enumeration Feedback Message and Investigate status.2026-10-045R30_REL032DATA_ENUM_FEEDBACK_EMassociated_with_pending_application_inAPP_SSNAPEAE exception records remain pending and are worked through SSNAP.2026-10-045R30_REL033DATA_ENUM_FEEDBACK_EMexcluded_fromREPORT_ENUM_MI_LISTINGCurrent EAE POMS explicitly says the Investigate application message is not listed on the Enumeration MI listing.2026-10-045Negative relationship is directly stated by policy.R30_REL034EX_EBEgenerates_exception_messageDATA_ENUM_FEEDBACK_EM3EBE applications that cannot auto-process can generate EM3 and remain in Investigate status.2026-10-045R30_REL035DATA_ENUM_FEEDBACK_EM3associated_with_pending_application_inAPP_SSNAPEBE EM3 exception work remains pending in SSNAP for resolution.2026-10-045R30_REL036DATA_ENUM_FEEDBACK_EM3listed_onREPORT_ENUM_MI_LISTINGCurrent EBE POMS explicitly says EM3 Investigate applications are listed on the Enumeration MI listing.2026-10-045R30_REL037PROC_CASEWARE_IDEA_2024renews_subscription_forTECH_CASEWARE_IDEA_NLSSAM.gov describes the solicitation as renewal of the prior concurrent-license Caseware IDEA NLS subscription.2024-01-255Procurement relationship only; no 2026 use inferred.R31REL001DB_APPOINTED_REP_MI_ODSprovides_management_reporting_forAPP_APPOINTED_REPThe data store contains appointed-representative information used for reporting; this is a logical scope link to the Appointed Representatives service family, not a claimed physical interface.2026-10-044No RASR/AARPS transport or physical feed is inferred.R31REL002DB_APPOINTED_REP_1099contains_data_supportingAPP_APPOINTED_REPSSA says the data store contains information for the Appointed Representative Suite, including appointment, 1099 issuance, and representative-claimant relationship data.2026-10-044Logical product-family relationship only.R31REL003DB_AUTHORIZED_REPcontains_post_entitlement_representative_data_forAPP_APPOINTED_REPSSA inventories the asset as appointed-representative data collected after a post-entitlement action.2026-10-044Catalog does not identify source application or transport.R31REL004DB_LOCAL_MI_ODSprovides_management_information_forDOM_E_SERVICESSSA describes the asset as local management information for the Electronic Services application.2026-10-045Logical reporting relationship; no physical source feed inferred.R31REL005DB_SUMS_CDR_ODScomponent_ofARCH_SUMSThe authoritative inventory explicitly names the data store as part of the SSA Unified Measurement System (SUMS).2026-10-045This identifies architectural membership, not a specific interface.R31REL006APP_IMRCtransactions_stored_nightly_inDB_ESERVICE_ODSSSA says Online Medicare Replacement Card front-end transactions are stored nightly in Electronic Services ODS.2026-10-045SSA says data move to an unnamed Data Warehouse the next day; Atlas does not map that warehouse without a named target.R31REL007ORG_TREASURYsends_status_transmissionEX_DAS_TREASURYPOMS defines Daily Advice of Status as an electronic transmission from Treasury reporting stop-code and payment/check status.2026-10-045Transport technology is not specified.R31REL008DATA_TREASURY_PROCESS_MSGposts_to_for_title_iiDB_PHUSPOMS says Treasury process messages/disposition codes post to PHUS for Title II cases.2026-10-045Direct policy-stated destination.R31REL009DATA_TREASURY_PROCESS_MSGposts_to_for_title_xviAPP_UPTQPOMS says Treasury process messages/disposition codes post to Treasury Status Query (UPTQ) for Title XVI cases.2026-10-045Direct policy-stated destination.R31REL010CON_CREOAL_SSOARS_SERSawarded_toORG_CREOALUSAspending identifies CREOAL Consulting LLC as recipient of SSA task order 28321323FDX030012.2026-10-045Current federal award record.R31REL011CON_CREOAL_SSOARS_SERSsupports_database_and_operating_system_services_forAPP_SSOARSAward description explicitly covers application database administration and operating system services for SSOARS.2026-10-045Contract support relationship, not application architecture.R31REL012CON_CREOAL_SSOARS_SERSsupports_database_and_operating_system_services_forAPP_SERSAward description explicitly covers application database administration and operating system services for SERS.2026-10-045Contract support relationship, not application architecture.R32REL001DB_HR_ODS_COREsubset_ofDB_HR_ODSSSA inventory states the Core Services asset contains a very small subset of Human Resources ODS data.2026-10-045Logical/data-scope relationship only; no replication mechanism is inferred.R32REL002DB_HR_ODS_COREsupportsSVC_SEODRSSA inventory explicitly states the HR ODS Core Services data supports the SEODR Core Services function.2026-10-045No API, protocol, or physical interface is inferred.R32REL003PROC_CDR_MAILERuses_formDATA_SSA455POMS identifies SSA-455 and SSA-455-OCR-SM as the forms used by the CDR mailer process.2026-10-045Business-process relationship.R32REL004DATA_SSA455submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms catalog routes SSA-455 Complete Online Form and Upload PDF actions to the shared eSubmit/Upload Documents path.2026-10-045Shared digital intake channel; no form-specific backend is inferred.R32REL005DATA_SSA455available_inAPP_INFORMEM-23054 REV states the latest SSA-455 is available in the inForm Library.2026-10-045Current form-library availability.R32REL006DATA_SSA455scannable_variant_returned_toORG_WBDOCEM-23054 REV states recipients return the SSA-455-OCR-SM scannable mailer to the Wilkes-Barre Direct Operations Center.2026-10-045Applies to the SSA-455-OCR-SM variant, not every SSA-455 submission channel.R32REL007PROC_CDR_MAILERupdates_controls_inDB_DCFPOMS states CDR mailer processing establishes and updates Disability Control File controls and records decision outcomes.2026-10-045Policy-level process relationship; no current middleware or transport is inferred.R32REL008APP_ICLAIMpropagates_selected_data_toAPP_I3368Current POMS states that after iClaim submission the system starts i3368 and some iClaim information propagates to i3368.2026-10-045Separate applications remain modeled separately; transport is not specified.R32REL009APP_I3368uses_eauthorizationAPP_EAUTH827Current POMS states i3368 offers eAuthorization and can submit an electronic SSA-827 with the i3368.2026-10-045Functional linkage only; the source does not expose internal API implementation.R32REL010APP_ASCstores_protective_filing_receipt_inAPP_ELASCurrent ASC rollout guidance states protective filing and closeout receipt dates are stored in eLAS as appropriate.2026-10-045Current field-operations relationship; no integration protocol is inferred.R32REL011DB_PNICSshares_information_withORG_FBICurrent SSA enterprise inventory states information in PNICS is shared with the FBI and added to the FBI database.2026-10-045External data-sharing relationship. Receiving FBI database and transmission mechanism are not named.R33REL001DB_SRFcomponent_data_store_ofAPP_EDCSPOMS states EDCS contains the Source Reference File database used to locate disability information sources.2026-10-045Logical containment; physical database engine/topology is not identified.R33REL002APP_EDCSlinks_toAPP_EFORMSPOMS states EDCS contains an internal link to the eForms program for disability-case forms not available directly in EDCS.2026-10-045No integration protocol is inferred.R33REL003APP_EFORMSstores_completed_form_inREPO_CEFeForms instructions allow users to send a completed eForm to the Certified Electronic Folder using the EF button.2026-10-045Workflow relationship only; underlying transport is not stated.R33REL004APP_EDCSlaunchesUI_DMA_VIEWERIn the iAppeals document workflow, EDCS document links/open actions launch the DMA Viewer for review.2026-10-045Context is the documented Internet/iAppeals document-review path; not generalized to every EDCS function.R33REL005APP_EVIEWopens_documents_withUI_DMA_VIEWERPOMS documents electronic-folder document viewing through DMA Viewer in the retained disability evidence workflow.2026-10-044Current architecture boundary between eView and DMA Viewer is not otherwise exposed; relationship is limited to documented user behavior.R33REL006UTIL_EDCS_UATutility_withinAPP_EDCSUAT is accessed from an EDCS disability case via Transfer/Updates.2026-10-045No separate deployment boundary is inferred.R33REL007APP_MCSprovides_post_transfer_updates_toUTIL_EDCS_UATUAT propagates selected MCS changes into EDCS after case transfer.2026-10-045Logical data propagation; protocol is not stated.R33REL008APP_MSSICSprovides_post_transfer_updates_toUTIL_EDCS_UATUAT propagates selected MSSICS changes into EDCS after case transfer.2026-10-045Logical data propagation; protocol is not stated.R33REL009APP_CCEprovides_post_transfer_updates_toUTIL_EDCS_UATUAT procedures explicitly include selected Consolidated Claims Experience changes among post-transfer updates.2026-10-045Logical data propagation; protocol is not stated.R33REL010UTIL_EDCS_UATupdatesAPP_EDCSUAT repropagates selected post-transfer data and claim changes into EDCS.2026-10-045No direct database write/API assumption is made.R33REL011UTIL_EDCS_UATcreatesDATA_ROCPOMS states EDCS produces a Record of Change for the first UAT action.2026-10-045Subsequent UAT actions do not produce additional ROCs per the cited POMS.R33REL012DATA_ROCdisplayed_inAPP_EVIEWCurrent quality-review POMS and EDCS case-data guidance identify Record of Change information in the electronic-folder/eView case-data workflow.2026-10-045Presentation/storage internals are not inferred.R33REL013UI_EDCS_ACTIONSpage_withinAPP_EDCSPOMS identifies the EDCS Actions Page as the first page presented after opening EDCS each day and as the AR/AI work surface.2026-10-045R33REL014UI_EDCS_ACTIONSsends_accepted_requests_throughAPP_EFICurrent POMS states an accepted AR enters Transaction in Progress when sent to EFI and becomes Pending after EFI processing.2026-10-045This establishes active functional use of EFI but not its internal middleware topology.R33REL015APP_EDCSproducesDATA_EFI_DOWNLOADPOMS states EDCS creates an EFI Download for each claim.2026-10-045No file format or transport protocol is inferred.R33REL016DATA_EFI_DOWNLOADreceived_byORG_DDSDDS procedures state DDS expects an EFI Download for claims on the EDCS Routing Form and uses it for receipt processing.2026-10-045Organization-level receipt relationship; receiving DDS case-processing system may vary by state and is not inferred.R33REL017CAP_UPLOAD_CONVERSATIONALfeature_ofAPP_UPLOAD_DOCUMENTSEM-26029 states the first conversational forms are launched within Upload Documents.2026-10-045Mode/feature relationship, not a separate backend application.R33REL018APP_UPLOAD_DOCUMENTSaccepts_public_submission_forDATA_SSA8240Current Forms catalog provides electronic SSA-8240 completion/upload through the shared Upload Documents path.2026-10-045Channel relationship only; downstream case-system integration is not inferred.R33REL019DATA_SSA8240processed_byAPP_WEIAPOMS states returned paper SSA-8240/authorization responses are recorded in the WEIA application and that SSA-8240 or WEIA pages are the authorized means of obtaining WEIA.2026-10-045Business/workflow relationship; form image storage is separate.R33REL020DATA_SSA8240authorizes_data_access_forEX_PIEPOMS states individuals provide WEIA on SSA-8240 and SSA uses that authorization to obtain payroll-provider information through PIE.2026-10-045Legal/business authorization prerequisite, not a technical interface from the form artifact to PIE.R33REL021APP_UPLOAD_DOCUMENTSaccepts_public_submission_forDATA_SSA552POMS states individual payees with my Social Security can complete and submit SSA-552 through Upload Documents.2026-10-045R33REL022DATA_SSA552stored_inREPO_NDREDPOMS directs the field office to store a completed SSA-552 in NDRed via Evidence Portal.2026-10-045Repository relationship; Evidence Portal is the documented ingestion path.R33REL023DATA_SSA552routes_submission_toAPP_WORKTRACKPOMS states SSA-552 submitted through Upload Documents is electronically routed to WorkTrack for the requesting technician or jurisdictional field office.2026-10-045No message format/API is inferred.R33REL024UI_DMS_DRCDscreen_ofAPP_DMSCurrent POMS identifies DRCD as the DMS Record Compromise Decision screen.2026-10-045R33REL025UI_DMS_DRCWscreen_ofAPP_DMSCurrent POMS identifies DRCW as the DMS Review Compromise Approval screen.2026-10-045R33REL026UI_DMS_RMKSscreen_ofAPP_DMSCurrent POMS explicitly calls RMKS the DMS REMARKS screen.2026-10-045R33REL027UI_DMS_DRCWreviews_decisions_fromUI_DMS_DRCDCompromises over $2,000 require second-level review in DRCW after the decision is entered in DRCD.2026-10-045Workflow sequence; no separate transaction bus is inferred.R33REL028UI_DMS_DRCDcauses_writeoff_posting_toAPP_ROARPOMS states input to DRCD/DRCW generates TC53 to post the write-off amount to ROAR and set a processing-center diary.2026-10-045Effect is documented; the intermediate TC53 transaction is not separately modeled in this run.R33REL029CON_OSEP_GIS_2025awarded_toORG_ARDENT_CLOUDUSAspending identifies Ardent Cloud, LLC as recipient of SSA BPA Call 28321325FA0010051.2026-10-045R34REL001EX_HRS_LINKAGEsupportsPROG_HRSThe linkage supplies consented SSA administrative records for HRS restricted-data research use.2026-10-044R34REL002EX_HRS_LINKAGEvalidates_identifying_information_againstSYS_NUMIDENTHRS sends properly completed consent information to SSA; SSA first validates respondent identifying information against Numident before earnings/benefit matching.2024-05-245HRS guide explicitly says Numident match results themselves are not returned to HRS.R34REL003SYS_MEFsource_for_research_extractDATA_HRS_SERHRS guide explicitly states SER is derived from SSA Master Earnings File.2024-05-245R34REL004SYS_MEFsource_for_research_extractDATA_HRS_DERHRS guide explicitly states DER is derived from SSA Master Earnings File.2024-05-245R34REL005SYS_MBRsource_for_research_extractDATA_HRS_CYBFHRS CYBF sections A-F draw benefit information from the Master Beneficiary Record.2024-05-245R34REL006DB_PHUSsource_for_research_extractDATA_HRS_CYBFHRS CYBF section G draws payment information from PHUS.2024-05-245R34REL007SYS_SSRsource_for_research_extractDATA_HRS_SSIHRS guide states the HRS SSI file is derived from the Supplemental Security Record.2024-05-245R34REL008DATA_HRS_SERprovided_toPROG_HRSSSA-linked restricted data product made available through the HRS data program for consented matched respondents.2024-05-245R34REL009DATA_HRS_DERprovided_toPROG_HRSSSA-linked restricted data product made available through the HRS data program for consented matched respondents.2024-05-245R34REL010DATA_HRS_FORM831provided_toPROG_HRSSSA-linked restricted data product made available through the HRS data program for consented matched respondents.2024-05-245R34REL011DATA_HRS_CYBFprovided_toPROG_HRSSSA-linked restricted data product made available through the HRS data program for consented matched respondents.2024-05-245R34REL012DATA_HRS_SSIprovided_toPROG_HRSSSA-linked restricted data product made available through the HRS data program for consented matched respondents.2024-05-245R34REL013DATA_DAFprovided_toPROG_HRSHRS documentation lists the Disability Analysis File among SSA-linked restricted data products available to HRS users.2024-05-245Does not change the Atlas lifecycle status of the production DAF.R34REL014EX_HRS_LINKAGEproduces_or_updates_research_extractDATA_HRS_SERSSA/HRS linkage cycle returns or updates the matched administrative records permitted by respondent consent.2024-05-244Logical exchange relationship only; transport/file-transfer mechanism is not asserted.R34REL015EX_HRS_LINKAGEproduces_or_updates_research_extractDATA_HRS_DERSSA/HRS linkage cycle returns or updates the matched administrative records permitted by respondent consent.2024-05-244Logical exchange relationship only; transport/file-transfer mechanism is not asserted.R34REL016EX_HRS_LINKAGEproduces_or_updates_research_extractDATA_HRS_FORM831SSA/HRS linkage cycle returns or updates the matched administrative records permitted by respondent consent.2024-05-244Logical exchange relationship only; transport/file-transfer mechanism is not asserted.R34REL017EX_HRS_LINKAGEproduces_or_updates_research_extractDATA_HRS_CYBFSSA/HRS linkage cycle returns or updates the matched administrative records permitted by respondent consent.2024-05-244Logical exchange relationship only; transport/file-transfer mechanism is not asserted.R34REL018EX_HRS_LINKAGEproduces_or_updates_research_extractDATA_HRS_SSISSA/HRS linkage cycle returns or updates the matched administrative records permitted by respondent consent.2024-05-244Logical exchange relationship only; transport/file-transfer mechanism is not asserted.R34REL019DATA_HRS_FORM831covers_program_domainDOM_TITLE2Form 831 respondent records include medically reviewed SSDI applications.2024-05-245R34REL020DATA_HRS_FORM831covers_program_domainDOM_TITLE16Form 831 respondent records include medically reviewed SSI applications.2024-05-245R34REL021INIT_STAT_PUB_MODuses_for_statistical_task_migrationPLAT_SHAREPOINTFY2025 work upgraded, tested, and migrated OASDI, SSI, and earnings-related statistical-publication tasks with SharePoint.2026-10-045R34REL022INIT_STAT_PUB_MODuses_enhanced_tools_fromPLAT_EBIFY2027 plan calls for enhanced EBI tools to support statistics production and ad hoc research extracts.2026-10-045R34REL023INIT_STAT_PUB_MODmodernizes_statistical_publication_forDOM_TITLE2Budget describes OASDI statistical-publication modernization; Title II is the Atlas program-domain representation for OASDI benefit data.2026-10-044Domain-level mapping, not an application interface.R34REL024INIT_STAT_PUB_MODmodernizes_statistical_publication_forDOM_TITLE16Budget explicitly describes SSI statistical publication and data-input modernization.2026-10-045R34REL025INIT_STAT_PUB_MODmodernizes_statistical_publication_forDOM_EARNINGSBudget explicitly describes earnings-related statistical publication tasks in the modernization effort.2026-10-045R34REL026UI_DMS_RFORscreen_ofAPP_DMS_REMITTANCECurrent POMS identifies this screen within field-office DMS remittance processing.2026-10-045R34REL027UI_DMS_RCFRscreen_ofAPP_DMS_REMITTANCECurrent POMS identifies this screen within field-office DMS remittance processing.2026-10-045R34REL028UI_DMS_RMCRscreen_ofAPP_DMS_REMITTANCECurrent POMS identifies this screen within field-office DMS remittance processing.2026-10-045R34REL029UI_DMS_RCRDscreen_ofAPP_DMS_REMITTANCECurrent POMS identifies this screen within field-office DMS remittance processing.2026-10-045R34REL030APP_DMS_REMITTANCEgeneratesREPORT_DMS_FORTCurrent POMS states DMS generates this remittance-control output/artifact.2026-10-045R34REL031APP_DMS_REMITTANCEgeneratesREPORT_DMS_CCFORTCurrent POMS states DMS generates this remittance-control output/artifact.2026-10-045R34REL032APP_DMS_REMITTANCEgeneratesREPORT_DMS_FODRLCurrent POMS states DMS generates this remittance-control output/artifact.2026-10-045R34REL033APP_DMS_REMITTANCEgeneratesDATA_DMS_FO_COUPONCurrent POMS states DMS generates this remittance-control output/artifact.2026-10-045R34REL034DATA_DMS_FO_COUPONprocessed_atFAC_MATPSCMATPSC uses coupon/scan-line information to process and credit remittances.2026-10-045R34REL035REPORT_DMS_FORTaccompanies_remittances_toFAC_MATPSCFORT accompanies check/money-order remittances forwarded from field offices to MATPSC.2026-10-045R34REL036REPORT_DMS_CCFORTaccompanies_remittances_toFAC_MATPSCCCFORT is the end-of-day transmittal for debit/credit-card remittance transactions in the DMS field-office process; MATPSC is the national remittance processing site.2026-10-044The exact handling of card transaction settlement is not inferred.R34REL037FAC_MATPSCnational_processing_site_forAPP_DMS_REMITTANCEPOMS identifies MATPSC as SSA national remittance processing site for programmatic debt payments forwarded by field offices/debtors.2026-10-045R34REL038APP_SERSreduces_physical_forwarding_toFAC_MATPSCPOMS states SERS electronically processes eligible check/money-order programmatic remittances and eliminates the need for field offices to send all such eligible remittances to MATPSC.2026-10-045Applies only to SERS-eligible remittance categories; not all remittances.R34REL039ORG_TREASURYsends_electronic_check_claim_statusDATA_TREASURY_CDNPOMS states SSI Systems receive an electronic file containing Claims Disposition Notices from Treasury.2025-01-275R34REL040DATA_TREASURY_CDNposts_forgery_indicator_toDATA_SSR_PMTHThe CDN file posts a forgery indicator in the SSR PMTH segment/display.2025-01-275R34REL041DATA_SSR_PMTHsegment_ofSYS_SSRPOMS identifies PMTH as payment history on the Supplemental Security Record.2025-01-275R34REL042UI_SSI_UPMRexamines_payment_history_inDATA_SSR_PMTHSSI system examines PMTH Column F on the current SSR and displays a possible double-check-negotiation alert on UPMR.2025-01-275R34REL043CON_SERVICENOW_BPA_2025awarded_toORG_CARAHSOFTFPDS identifies Carahsoft Technology Corp. as legal business name/awardee for SSA BPA 28321325A00040016.2026-02-115R34REL044CON_SERVICENOW_BPA_2025procures_software_fromORG_SERVICENOWFPDS requirement description explicitly states FSS BPA for ServiceNow software.2026-02-115Carahsoft is the contractual awardee/reseller; this relation records the named software provider, not a direct SSA-ServiceNow award.R34REL045CON_SERVICENOW_BPA_2025succeedsCON_SERVICENOW_BPA_2019FPDS requirement description names 28321319A00040024 as the previous BPA.2026-02-115R35REL001DATA_E4962completed_inAPP_TDCPThe e4962 is completed in TDCP to establish and maintain Totalization claims and foreign-agency assistance-request records.2026-10-045R35REL002APP_TDCPstores_completed_forms_inDB_TDCPTDCP retains electronic copies of completed forms in its database for three years.2026-10-045R35REL003APP_TDCPgeneratesDATA_E2960TDCP was enhanced to automatically generate country-specific electronic SSA-2960 forms.2026-10-045R35REL004APP_TDCPprovides_management_information_forDOM_TITLE2TDCP is SSA's management-information source for the Totalization workload within international Title II processing.2026-10-045R35REL005APP_TDCPsupports_exchangeEX_US_ROMANIA_TOTALIZATIONCurrent Romania instructions require SSA staff to complete the e2960 USA/RO 3 via TDCP for claims and liaison requests.2026-10-045R35REL006EX_US_ROMANIA_TOTALIZATIONserves_partnerORG_ROMANIA_NHPPThe exchange transmits claims/material, requests information from, and responds to the Romanian National House of Public Pensions.2026-10-045R35REL007EX_US_ROMANIA_TOTALIZATIONusesDATA_E2960The U.S.-Romania exchange uses the SSA e2960 USA/RO 3 transmittal/request/certification form.2026-10-045R35REL008APP_MCSgenerates_totalization_codes_forSYS_MBRFor U.S. Totalization claims, totalization codes are systems-generated from entries on MCS screens and posted to the MBR.2026-10-045R35REL009SCR_MCS_TOTLscreen_ofAPP_MCSTOTALIZATION (TOTL) is documented as a Modernized Claims System screen used in applicable foreign-benefit claims.2026-10-045R35REL010SCR_MCS_TOTLgeneratesDATA_US_TOTALIZATION_ERCompleting the MCS TOTALIZATION screen in concurrent U.S./foreign claims generates an earnings record for the foreign country.2026-10-045R35REL011APP_ICERproducesDATA_US_TOTALIZATION_ERFor foreign-benefits-only claims that are MCS exclusions, technicians request an ICERS record for the foreign claims package.2026-10-045R35REL012DATA_US_TOTALIZATION_ERincluded_inEX_US_ROMANIA_TOTALIZATIONA U.S. totalization earnings/coverage record can be included in the claims package sent to the Romanian liaison agency.2026-10-045R35REL013DATA_US_TOTALIZATION_ERtransmitted_withDATA_E2960Romania claim packages use e2960 and can include the U.S. earnings/coverage record as supporting material.2026-10-045R35REL014APP_ISNOappears_as_minipath_inAPP_MCSiSNO automatically appears as a mini-path from MCS when the Special Notice Option question is answered affirmatively.2026-10-045R35REL015APP_ISNOappears_as_minipath_inAPP_MSSICSiSNO automatically appears as a mini-path from MSSICS when the Special Notice Option question is answered affirmatively.2026-10-045R35REL016APP_ISNOappears_as_minipath_inAPP_RPSiSNO automatically appears as a mini-path from RPS when the Special Notice Option question is answered affirmatively.2026-10-045R35REL017APP_ISNOaccessible_fromAPP_CHIPSSA employees can access iSNO through CHIP.2026-10-045R35REL018APP_ISNOaccessible_fromAPP_ARPSSSA employees can access iSNO through ARPS.2026-10-045R35REL019APP_ISNOauthenticates_againstSYS_MBRiSNO authentication checks identifying information against the MBR.2026-10-045R35REL020APP_ISNOauthenticates_againstSYS_SSRiSNO authentication checks identifying information against the SSR.2026-10-045R35REL021APP_ISNOauthenticates_againstSYS_NUMIDENTiSNO authentication checks identifying information against the Numident.2026-10-045R35REL022APP_ISNOimplementsPROC_SNOiSNO records and queries a person's requested Special Notice Option.2026-10-045R35REL023APP_IACCOMMODATEaccessed_viaAPP_PERSON_INFOCurrent POMS says iAccommodate is found on IMAIN under Person Information (Identity, Contact, Accommodation).2026-10-045R35REL024SVC_TCISmakes_availableDATA_TREASURY_CHECK_CLAIMS_PACKAGETreasury check claims packages are made available to SSA through TCIS.2026-10-045R35REL025DATA_TREASURY_CHECK_CLAIMS_PACKAGEcontainsFORM_FS1133Treasury check claims packages include FS-1133/FMS-1133.2026-10-045R35REL026DATA_TREASURY_CHECK_CLAIMS_PACKAGEcontainsFORM_FMS3858Treasury check claims packages include FMS-3858 Claims Document.2026-10-045R35REL027ORG_TREASURYgeneratesDATA_TREASURY_CHECK_CLAIMS_PACKAGETreasury generates the claims package when SSA enters specified permanent stops on missing checks.2026-10-045R35REL028FORM_FS1133scanned_intoAPP_EPFO, TSC or PC staff scan all pages of the completed FMS/FS-1133 into Evidence Portal before forwarding the package to Treasury.2026-10-045R35REL029FORM_FS1133returned_toORG_TREASURYCompleted FS-1133 claims packages are forwarded to Treasury for review.2026-10-045R35REL030PROC_BSO_AUTHORIZATIONpart_ofPLAT_BSOSSA describes the planned updated authorization process as part of Business Services Online.2026-10-045R35REL031DATA_EMPLOYER_SIGNATURE_PINissued_throughPROC_BSO_AUTHORIZATIONThe planned Employer Signature PIN will be available through the updated BSO authorization system/process.2026-10-045R35REL032DATA_EMPLOYER_SIGNATURE_PINauthorizes_wage_submission_throughPLAT_BSOOrganizations may opt to use the planned PIN to electronically sign wage reports submitted through BSO.2026-10-045R36REL001EX_EABprocessed_byPROC_AUTO_ENUM_SCREENOIG identifies parent requests for newborn SSNs during hospital birth registration as program information submitted through the Automated Enumeration Screening Process.2026-10-045Logical processing relationship; transport and software boundary are not disclosed.R36REL002ORG_DHSsubmits_ssn_application_data_toPROC_AUTO_ENUM_SCREENOIG identifies DHS applications for new and replacement SSNs as program information submitted through the Automated Enumeration Screening Process.2026-10-045Does not identify the DHS source system or protocol.R36REL003PROC_AUTO_ENUM_SCREENverifies_againstSYS_NUMIDENTOIG classifies the Automated Enumeration Screening Process as a Numident verification system.2026-10-045Exact match fields/tolerances and implementation are not inferred.R36REL004PROC_AWRfeeds_wage_reports_toAPP_SSN_NAME_VALIDOIG Appendix A identifies employers wages as program information processed by the Social Security Number Name Validation System.2026-10-045Annual Wage Reporting is used as the Atlas business-process endpoint for employer wage reports; no direct API is inferred.R36REL005ORG_IRSprovides_self_employment_income_toAPP_SSN_NAME_VALIDOIG Appendix A identifies IRS self-employment income as program information processed by the Social Security Number Name Validation System.2026-10-045Transmission mechanism is not identified.R36REL006APP_SSN_NAME_VALIDverifies_againstSYS_NUMIDENTOIG classifies SSN Name Validation as a Numident verification system for earnings reports.2026-10-045Matching criteria vary from other Numident verification systems.R36REL007APP_SSN_NAME_VALIDroutes_unmatched_wages_toDB_ESFWhen earnings reports do not match the Numident, the SSN Name Validation System places wage information in the Earnings Suspense File.2026-10-045Directly documented by OIG.R36REL008DB_ESFreprocessed_throughAPP_SSN_NAME_VALIDSSA later re-submits wage reports in the Earnings Suspense File through the SSN Name Validation System to test whether later Numident name changes allow a match.2026-10-045Cadence is not specified.R36REL009PROC_ENH_WAGE_VERIFYanalyzes_unmatched_wages_fromDB_ESFThe enhanced wage verification program applies additional criteria to wage reports the SSN Name Validation System did not match; OIG describes annual analysis of wages from three years earlier.2026-10-045Business-process relationship; implementation technology is unknown.R36REL010PROC_ENH_WAGE_VERIFYverifies_againstSYS_NUMIDENTOIG describes enhanced wage verification as applying additional matching criteria to wage reports not matched to the Numident.2026-10-045The report does not identify this as a separately deployed application.R36REL011PROC_ENH_WAGE_VERIFYposts_matched_wages_toSYS_MEFOIG states the enhanced wage verification program posts matched wage reports to the Master Earnings File.2026-10-045Directly documented business/data result.R36REL012ORG_STATE_BVSusesEXT_STATE_EBROIG states facility staff or licensed midwives enter newborn information into the state Electronic Birth Registration system and each state Bureau of Vital Statistics receives and registers the birth information.2026-10-045Represents the state-system family, not a single national application.R36REL013EXT_STATE_EBRfeedsEX_EABState electronic birth-registration data is the source of newborn information transmitted under the Enumeration at Birth program.2026-10-045No common state technology stack or protocol is inferred.R36REL014EX_EABreceived_atFAC_NCCSeptember 2026 OIG states the state transmits child birth information to SSA's National Computer Center through secure electronic interfaces.2026-10-044The current OIG terminology conflicts with older evidence that the National Support Center replaced the aging NCC facility; this relation records the 2026 source wording without asserting the physical hosting boundary.R36REL015SVC_DNPoperated_byORG_BFSTreasury Bureau of the Fiscal Service publishes and operates Do Not Pay payment-integrity services.2026-10-045External Treasury shared service.R36REL016SVC_DNPhas_productSVC_DNP_CONNECTTreasury lists Do Not Pay Connect as a secure API product for direct system-to-system access.2026-10-045R36REL017SVC_DNPhas_productSVC_DNP_WEBTreasury lists the Do Not Pay Web Portal as an on-demand web access product.2026-10-045R36REL018SVC_DNPhas_productSVC_TREASURY_PAYMENT_VERIFICATIONTreasury documents Payment Verification within the Do Not Pay product suite for automatic screening of Treasury disbursements.2026-10-045R36REL019SVC_DNPprovides_technical_service_forSVC_PARISTreasury states Do Not Pay serves as the technical service provider for PARIS, which is administered by HHS Administration for Children and Families.2026-10-045PARIS is not treated as Treasury-owned merely because DNP supplies technical service.R36REL020DATA_DMFavailable_viaSVC_DNP_CONNECTTreasury lists SSA Death Master File Full as available through Do Not Pay Connect.2026-10-045R36REL021DATA_DMFavailable_viaSVC_DNP_WEBTreasury lists SSA Death Master File Full as available through the Do Not Pay Web Portal.2026-10-045R36REL022DATA_DMFavailable_viaSVC_TREASURY_PAYMENT_VERIFICATIONTreasury lists SSA Death Master File Full as available through Payment Verification.2026-10-045R36REL023DATA_DMFavailable_viaSVC_PARISTreasury lists SSA Death Master File Full as available through PARIS.2026-10-045R36REL024SYS_NUMIDENTavailable_via_select_programsSVC_TREASURY_PAYMENT_VERIFICATIONTreasury lists Numident as available through Payment Verification for select programs.2026-10-045The specific programs are not identified on the public page.R36REL025SYS_NUMIDENTplanned_forSVC_DNP_CONNECTTreasury lists Numident availability in Do Not Pay Connect as coming soon for select programs.2026-10-045Future-state relationship only; not modeled as a deployed API exchange.R36REL026SYS_NUMIDENTproduct_availability_listed_inSVC_PARISTreasury lists Numident in PARIS product availability while separately marking state agency usage as coming soon through PARIS.2026-10-045Does not assert that state agencies currently receive Numident through PARIS.R36REL027DATA_SSA_INCARCERATION_DNPplanned_forSVC_DNP_CONNECTTreasury lists SSA Incarceration Data for Do Not Pay Connect while marking federal and state usage as coming soon.2026-10-045Future-state availability only.R36REL028FORM_SSA1372eligibility_information_reflected_inSYS_MBROIG matched school-attendance information on Form SSA-1372 or other school records to school-attendance information in the Master Beneficiary Record; termination dates in MBR drive student-benefit periods.2026-10-045This does not establish an automated form-to-MBR interface.R36REL029FORM_SSA1372retention_evidence_reviewed_inAPP_EPOIG queried Evidence Portal, along with MBR, to determine whether SSA retained adequate supporting documentation for student benefit payments.2026-10-045Evidence that EP is used to evaluate retention; not proof that every SSA-1372 is always stored there.R36REL030PROC_SSI_UNDERPAY_PREPAY_REVIEWreviews_underpayments_recorded_inSYS_SSROIG describes SSI underpayments as changes/pending amounts on the Supplemental Security Record and requires secondary review before large underpayments are released.2026-10-045The report documents business processing, not a separate review application.R36REL031PROC_SSI_UNDERPAY_PREPAY_REVIEWusesDATA_SSI_UNDERPAY_CTRL_LOGSSA employees must manually track large underpayments in the SSI Underpayment Control Log while conducting required pre-payment review.2026-10-045Manual work-control relationship.R36REL032DATA_SSI_UNDERPAY_CTRL_LOGtracks_large_underpayments_inSYS_SSROIG identifies large underpayments pending on the SSR and states employees manually track those requiring pre-payment review in the SSI Underpayment Control Log.2026-10-045No implementation technology for the log is inferred.R37REL001COMP_STCincludes_software_componentTECH_MFTSSA describes the State Transmission Component as including an MFT software license/configuration used for state data transfers.2026-10-045Physical server topology and product version are not disclosed.R37REL002COMP_STCincludes_secure_network_componentTECH_STC_VPNSSA describes the STC as comprising the direct VPN connection plus MFT software configuration.2026-10-045Specific VPN technology is not disclosed.R37REL003TECH_MFTdeveloped_and_supported_byORG_TIBCOSSA identifies TIBCO as the developer/support provider and licensor of MFT.2026-10-045Current contract vehicle is not established by the cited source.R37REL004EX_EABtransmitted_viaTECH_MFTSSA EAB technical guidance identifies MFT as one of the two EAB file-transmission options used by participating state vital-records agencies.2026-10-045Transmission choice depends on state/jurisdiction technical capabilities.R37REL005EX_EABtransmitted_viaAPP_GSOSSA EAB technical guidance identifies Government Services Online as the alternative EAB transmission option to MFT.2026-10-045The guide describes PC-to-mainframe/mainframe-to-PC transmission over the secure GSO exchange; no further internal topology is inferred.R37REL006PORTAL_SSA_DIGITAL_LIBRARYprovides_access_toSVC_JD_POWER_VALUESPOMS instructs non-SSI Claims system users to reach J.D. Power Values Online from the SSA Digital Library Electronic Resources Site.2026-10-045Access-control and federation details are not public.R37REL007APP_SSI_CLAIMS_LOGICALlinks_toSVC_JD_POWER_VALUESPOMS says users in the SSI Claims system select a link on the Vehicle page to access J.D. Power Values Online.2026-10-045Logical user-interface relationship; no API or data integration is asserted.R37REL008APP_I3368PROprofessional_variant_ofAPP_I3368POMS and SSA Developers Support describe i3368PRO as the professional-user version of the adult Internet disability report.2026-10-045Backend reuse is not inferred beyond the documented product family relationship.R37REL009ORG_INSIDER_THREAT_RESILIENCYpart_ofORG_SECURITY_RESILIENCYOIG identifies the Office of Insider Threat and Resiliency within the Office of Security and Resiliency.2026-09-305R37REL010PROC_INSIDER_THREAT_PROGRAMmanaged_byORG_INSIDER_THREAT_RESILIENCYOIG reviewed the Office of Insider Threat and Resiliency as the principal entity responsible for SSA’s Insider Threat Program.2026-09-305Sensitive operational details are excluded from the public report.R37REL011ALERT_REENTITLED_OVERPAYMENTsupportsPROC_CONTINGENT_LIABILITY_RECOVERYThe annual alert notifies employees when OASDI benefits on a separate record may be withheld to recover an overpayment.2026-09-305R37REL012ALERT_CONTINGENT_LIABLE_OVERPAYMENTsupportsPROC_CONTINGENT_LIABILITY_RECOVERYThe annual alert notifies employees when a same-household contingently liable beneficiary may be subject to benefit withholding.2026-09-305R37REL013APP_ECOsupports_external_collection_phase_ofPROC_CONTINGENT_LIABILITY_RECOVERYOIG documents ECO selecting qualifying delinquent overpayments and referring eligible debts for Treasury tax-refund offset after notice and waiting-period requirements.2026-09-305Does not imply ECO generates the annual contingent-liability alerts.R37REL014SVC_TOPsupports_external_collection_phase_ofPROC_CONTINGENT_LIABILITY_RECOVERYOIG documents Treasury Offset Program tax-refund offsets as an external collection path for delinquent SSA overpayments.2026-09-305R37REL015QRY_COLLECTIONsupports_case_review_forPROC_CONTINGENT_LIABILITY_RECOVERYOIG used Collection Query alongside MBR, ROAR, PHUS, SSR, and Evidence Portal when reviewing overpayment/TOP cases.2026-09-304The public report does not establish the query’s backend or direct system interfaces.R38REL001ORG_IT_IRBgovernsPROC_CPICOIG states the IT IRB governs SSA’s IT investment and management process.2026-09-295R38REL002PROC_CPICuses_portfolio_data_fromAPP_IT_INVESTMENT_MGMT_TOOLOIG describes SSA’s Investment Management Tool as the source/tracker for investment and risk information used in investment-management controls.2026-09-295No product integration or technical interface is inferred.R38REL003APP_IT_INVESTMENT_MGMT_TOOLtracksPROJ_BI_TOOL_MIGRATIONOIG used SSA investment-management data for this sampled discontinued investment.2026-09-295R38REL004APP_IT_INVESTMENT_MGMT_TOOLtracksPROJ_ESERVICES_ENTERPRISE_APIOIG used SSA investment-management data for this sampled discontinued investment.2026-09-295R38REL005APP_IT_INVESTMENT_MGMT_TOOLtracksPROJ_DMPOIG used SSA investment-management data for this sampled investment and reports DMP was placed on hold in FY2026.2026-09-295R38REL006APP_IT_INVESTMENT_MGMT_TOOLtracksPROJ_RCIRPOIG used SSA investment-management data for this sampled discontinued investment.2026-09-295R38REL007ORG_IT_IRBmakes_funding_decisions_forPROJ_BI_TOOL_MIGRATIONOIG reviewed relevant IT IRB decision records for sampled investments; IT IRB votes on which investments to fund.2026-09-294Does not assert the exact meeting/date at which cancellation occurred.R38REL008ORG_IT_IRBmakes_funding_decisions_forPROJ_ESERVICES_ENTERPRISE_APIOIG reviewed relevant IT IRB decision records for sampled investments; IT IRB votes on which investments to fund.2026-09-294Does not assert the exact meeting/date at which cancellation occurred.R38REL009ORG_IT_IRBmakes_funding_decisions_forPROJ_DMPOIG states investments the IT IRB does not fund may be placed on hold; DMP was placed on hold in FY2026.2026-09-294Public report does not quote the exact DMP IRB vote record.R38REL010ORG_IT_IRBdefunded_except_contractor_supportPROJ_RCIRPOIG states the IT IRB voted to defund rCIRP except for contractor support in FY2022.20225R38REL011PROJ_RCIRPreengineering_project_forAPP_CIRPThe investment name is Re-engineered Comprehensive Integrity Review Process and OIG says it ran in parallel with the legacy process before SSA reverted to that process.20224Relationship is process lineage, not a claimed software interface or exact codebase replacement.R38REL012PORTAL_SUMS_MCAS_MI_CENTRALcomponent_ofAPP_UMS_MCASCurrent POMS explicitly calls the portal SUMS/MCAS MI Central.2026-075R38REL013DB_SUMS_MCAS_RZLI_INTERFACEprovides_alert_data_toPORTAL_SUMS_MCAS_MI_CENTRALPOMS says alert data are available on an interface database and retrievable through SUMS/MCAS MI Central.2026-075Database product and transport mechanism are not disclosed.R38REL014UI_SUMS_MCAS_SSN_IRS_SSID_QUERYpart_ofPORTAL_SUMS_MCAS_MI_CENTRALPOMS identifies the SSN/IRS/SSID Query Screen under the Workload Listing section of SUMS/MCAS MI Central.2026-075R38REL015UI_SUMS_MCAS_SSN_IRS_SSID_QUERYretrieves_alert_data_fromDB_SUMS_MCAS_RZLI_INTERFACEPOMS says alert data in the interface database are retrievable through this query screen.2026-075R38REL016APP_STATUTORY_BENEFIT_CONTcontrols_payment_continuation_cases_reflected_onSYS_SSRPOMS says many N07/N08 payment-continuation cases are controlled via Statutory Benefit Continuation software and are in payment status C01; a K1 diary is on the SSR.2026-074Logical case-control relationship; no direct database interface is asserted.R38REL017UI_ERPS_RPSTpart_ofAPP_ERPSCurrent POMS identifies the RPST screen as part of the Representative Payee System/eRPS workflow.2026-07-155R38REL018ORG_DNBprovides_credit_information_for_decision_recorded_inUI_ERPS_RPSTSSA obtains D&B credit information for new nongovernmental fee-for-service payee applicants and directs staff to record the resulting suitability determination in RPST.2026-07-155Human-mediated review; not a direct D&B-to-eRPS interface assertion.R38REL019CAP_CLICK_SIGNimplemented_inAPP_ICLAIMCurrent POMS describes Click-and-Sign as the electronic signing method at the conclusion of eligible iClaim applications.2026-07-225R38REL020APP_ICLAIMauthenticates_first_party_claimants_viaAPP_MYSSACurrent POMS says first-party iClaim users are routed to mySSA for authentication and identity verification.2026-07-225R38REL021CAP_CLICK_SIGNrecords_internet_signature_marker_inAPP_MCSPOMS says the word Internet propagates to the appropriate MCS application/DW01 and the ATTEST issue is receipted for click-and-sign claims.2026-07-225Logical record propagation; no transport technology is inferred.R38REL022APP_ICLAIMstores_submitted_application_summary_inAPP_ORSPOMS says after online application data are downloaded into MCS, ORS is automatically updated with a copy of the submitted Internet application summary.2026-07-225The intermediate implementation is not public.R38REL023ORG_SEWP_SOLUTIONSholdsCONTRACT_SEWP_NNG15SC19BUSAspending identifies SEWP Solutions LLC as the recipient of IDV NNG15SC19B.2026-10-045R38REL024CONTRACT_SSA_28321326FDX030016issued_underCONTRACT_SEWP_NNG15SC19BUSAspending lists the SSA delivery order among orders under NNG15SC19B.2026-10-045R38REL025CONTRACT_SSA_28321324FDX030088issued_underCONTRACT_SEWP_NNG15SC19BUSAspending lists the SSA delivery order among orders under NNG15SC19B.2026-10-045R38REL026CONTRACT_SSA_28321326FDX030016procuresTECH_IBM_SUPER_SERVERThe 2026 SSA order description is for IBM Super Server appliances.2026-02-095R38REL027TECH_IBM_SUPER_SERVERsupports_facilityFAC_SSCAward description says the IBM Super Server appliances support the Second Support Center.2026-02-095Exact rack, network, and application topology are not public.R38REL028TECH_IBM_SUPER_SERVERsupports_facilityFAC_NSCAward description says the IBM Super Server appliances support the National Support Center.2026-02-095Exact rack, network, and application topology are not public.R38REL029TECH_IBM_SUPER_SERVERmanufactured_byORG_IBMAward description identifies the appliances as IBM servers.2026-02-095R38REL030CONTRACT_SSA_28321324FDX030088procuresTECH_IBM_POWER10The 2024 SSA order description says it procures IBM Power10 at SSC.2024-04-115R38REL031TECH_IBM_POWER10procured_forFAC_SSCUSAspending order description explicitly places the Power10 procurement at the Second Support Center.2024-04-115Procurement intent does not establish exact installation date.R38REL032TECH_IBM_POWER10upgradesTECH_IBM_POWER8USAspending states the Power10 was procured to upgrade the existing IBM Power8.2024-04-115R38REL033TECH_IBM_POWER10manufactured_byORG_IBMAward description identifies the product as IBM Power10.2024-04-115R38REL034TECH_IBM_POWER8manufactured_byORG_IBMAward description identifies the existing upgrade target as IBM Power8.2024-04-115R39REL001APP_SOLQmainframe_variant_ofEX_SOLQCurrent POMS distinguishes SOLQ as an online exchange typically used with States in a mainframe, while SOLQ-I is web-based.2026-10-045Logical implementation relationship only; no specific mainframe platform or transport protocol is inferred.R39REL002EX_MEDICARE1144serves_partnerORG_STATESMedicare 1144 provides approved State agencies lists for administration of the Section 1144 outreach program.2026-10-045Partner scope includes approved State agencies; current outreach POMS specifically refers to State Medicaid agencies for annual lists.R39REL003EX_MEDICARE1144providesDOM_MEDICAREBatch exchange provides candidate information for Medicare cost-sharing, transitional assistance, and low-income subsidy outreach.2026-10-045Data-domain relationship; no schema or file layout inferred.R39REL004PROC_MSP_OUTREACHshares_state_lists_viaEX_MEDICARE1144SSA annually identifies potential MSP/Extra Help eligibles and electronically shares State lists; separate POMS identifies Medicare 1144 as the batch system for this outreach program.2026-10-044Cross-source logical mapping. Exact internal file name, staging repository, and transmission cadence beyond the annual outreach process are not established.R39REL005SVC_PRIVACY_RECORD_ACCESSuses_submission_channelAPP_UPLOAD_DOCUMENTSCurrent Forms catalog routes SSA-2288-OP1 to the shared eSubmit/Upload Documents completeOnline start path.2026-10-045Channel relationship; does not identify downstream workflow or repository.R39REL006SVC_PRIVACY_RECORD_ACCESSprovides_record_access_forDB_CLAIMS_FOLDERS_SYSTEMSSA electronic-access page identifies Claims Folders System (60-0089) among systems whose eligible records may be requested electronically.2026-10-045Business/data-scope relationship; no technical retrieval interface is inferred.R39REL007SVC_PRIVACY_RECORD_ACCESSprovides_record_access_forSYS_MBRSSA electronic-access page identifies Master Beneficiary Record (60-0090) among systems whose eligible records may be requested electronically.2026-10-045Business/data-scope relationship; no technical retrieval interface is inferred.R39REL008SVC_PRIVACY_RECORD_ACCESSprovides_record_access_forSYS_SSRSSA electronic-access page identifies Supplemental Security Income Record and Special Veterans Benefits (60-0103) among systems whose eligible records may be requested electronically.2026-10-045Business/data-scope relationship; no technical retrieval interface is inferred.R39REL009SVC_PRIVACY_RECORD_ACCESSprovides_record_access_forDB_EDIB_CLAIM_FILESSA electronic-access page identifies Electronic Disability (eDIB) Claim File (60-0320) among systems whose eligible records may be requested electronically.2026-10-045Business/data-scope relationship; no technical retrieval interface is inferred.R39REL010SVC_PRIVACY_CONSENTuses_submission_channelAPP_UPLOAD_DOCUMENTSCurrent Forms catalog routes SSA-3288-OP1 to the shared eSubmit/Upload Documents completeOnline start path.2026-10-045Channel relationship; no downstream workflow or repository is inferred.R39REL011SVC_PRIVACY_CONSENTsupports_disclosure_ofDOM_SSNVSSA electronic-consent page lists verification of Social Security number among records eligible for electronic consent.2026-10-045Data-scope relationship, not a direct system interface.R39REL012SVC_PRIVACY_CONSENTsupports_disclosure_ofDOM_TITLE2SSA electronic-consent page permits consent for benefit/payment amount and benefit-related records.2026-10-044Logical Title II data-scope mapping; public page does not name a specific source system for this consent service.R39REL013SVC_PRIVACY_CONSENTsupports_disclosure_ofDOM_TITLE16SSA electronic-consent page permits consent for benefit/payment amount and benefit-related records.2026-10-044Logical Title XVI data-scope mapping; public page does not name a specific source system for this consent service.R39REL014SVC_PRIVACY_CONSENTsupports_disclosure_ofDOM_MEDICARESSA electronic-consent page explicitly lists Medicare entitlement among records eligible for electronic consent.2026-10-045Data-scope relationship, not a direct system interface.R39REL015SVC_PRIVACY_CONSENTsupports_disclosure_ofDB_CLAIMS_FOLDERS_SYSTEMSSA electronic-consent page explicitly lists medical records from claims folders among eligible records.2026-10-044Logical record-scope relationship. The page does not name SORN 60-0089 on the consent page itself, so no technical source-system path is inferred.R39REL016PROG_HRSproducesDATA_HRS_CONSENT_HISTORYHRS produces derivative products from the linked administrative-data program, including the Cross-Wave Permissions Consent History.2024-05-245HRS-side research data product, not an SSA operational file.R39REL017DATA_HRS_CONSENT_HISTORYtracks_status_forEX_HRS_LINKAGEThe file tracks respondent consent, transmission of properly completed consent to SSA, and whether respondents ultimately matched to SSA earnings and/or benefit files.2024-05-245Does not reveal SSA transfer protocol or internal match implementation.R39REL018DB_IDMShistorically_supported_records_forAPP_PIV2012 PIV PIA says Identity Management System 60-0361 covers information related to issuing and maintaining PIV credentials and verifying/authenticating access to Federal resources.2012-08-015Historical relationship only. Current SORN catalog confirms IDMS still exists, but current PIV/IDMS implementation details are not inferred from the 2012 PIA.R40REL001EX_CMA1038_BFS_SAVINGSposts_alert_toSYS_SSRCurrent POMS says savings-security match alerts are posted to the Supplemental Security Record.2026-10-045R40REL002EX_CMA1038_BFS_SAVINGSsets_work_control_inDB_SSI_PE_ODSCurrent POMS says match alerts are set on PE ODS after posting to SSR.2026-10-045No internal transport or batch implementation inferred.R40REL003DB_SSI_PE_ODScontrolsALERT_SSI_SAVINGS_SECURITYCurrent POMS says the system generates an SB alert controlled by PE ODS.2026-10-045R40REL004ALERT_SSI_SAVINGS_SECURITYrecorded_onSYS_SSRThe current POMS alert example and procedures identify the SSI/Savings Security Interface Alert with SSR record context.2026-10-045Work-control relationship; not a separate physical database assertion.R40REL005UI_MSSICS_DSABpart_ofAPP_MSSICSCurrent POMS identifies DSAB as an MSSICS Savings Bond Interface Development screen.2026-10-045R40REL006UI_MSSICS_DSABdocuments_resolution_ofALERT_SSI_SAVINGS_SECURITYCurrent POMS directs staff to document savings-security verification results and clear the diary on DSAB.2026-10-045R40REL007UI_MSSICS_DSABbuilds_transaction_toSYS_SSRCurrent POMS says completing DSAB can build the transaction to the SSR.2026-10-045Logical transaction relationship; no message format or middleware inferred.R40REL008PROC_SSI_ABAPuses_preferred_systemAPP_SSI_CLAIMS_LOGICALCurrent POMS states an abbreviated SSI application can be taken using the SSI Claims System and identifies it as the preferred claims-taking method.2026-10-045R40REL009PROC_SSI_ABAPsupported_byAPP_MSSICSCurrent POMS provides MSSICS systems-input references for abbreviated applications.2026-10-044POMS also uses the broader logical term SSI Claims System; this relationship does not assert that all current SSI Claims System paths are MSSICS.R40REL010DB_SSI_PE_ODSselects_work_forWORK_SSI_CRITICAL_BDAYCurrent POMS says PE ODS selects a record with a KB diary as a scheduled age-18 redetermination in the month the recipient attains age 18.2026-10-045Relationship is specific to the documented KB critical-birthday path.R40REL011WORK_SSI_CRITICAL_BDAYdrives_actions_onSYS_SSRCritical-birthday diaries are set on SSI records in current payment status and drive post-entitlement review actions.2026-10-044POMS describes the master-record and diary behavior but does not name the generating program.R40REL012CON_DRN_2026awarded_toORG_STERLING_COMPUTERSUSAspending identifies Sterling Computers Corporation as the recipient under the SEWP V IDV used for the SSA order.2026-10-045R40REL013CON_DRN_2026placed_underCONTRACT_SEWP_NNG15SC20BUSAspending lists SSA order 28321326FDX030037 under IDV NNG15SC20B.2026-10-045R40REL014ORG_STERLING_COMPUTERSholdsCONTRACT_SEWP_NNG15SC20BUSAspending identifies Sterling Computers Corporation as the IDV recipient.2026-10-045R40REL015CON_DRN_2026supportsTECH_DRNThe SSA delivery-order description expressly states the Data Replication Network requirement.2026-10-045R40REL016TECH_DRNreplicates_data_forTECH_MAINFRAMEUSAspending describes DRN as providing resilient, real-time replication of mainframe data.2026-10-045No specific mainframe application or storage target inferred.R40REL017TECH_DRNsupports_disaster_recovery_forTECH_MAINFRAMEUSAspending says the DRN supports disaster recovery for SSA mainframe data across geographically dispersed data centers.2026-10-045No named facility endpoint inferred.R41REL001ENV_ECBSV_ETEtest_environment_forSVC_ECBSV_APISSA provides ETE so clients in development can perform interface testing against the eCBSV verification service.2026-10-055No production hosting equivalence is inferred.R41REL002ENV_ECBSV_ETEuses_authentication_technologyTECH_OIDCETE registration requires the client test environment OIDC issuer URL.2026-10-055R41REL003ENV_ECBSV_ETEuses_authorization_technologyTECH_OAUTH2Successful ETE registration returns an ETE OAuth Client ID.2026-10-055R41REL004ORG_DEISBorganizational_unit_withinORG_DIIASCurrent POMS names the Office of Hardware Engineering, Division of Internet/Intranet Application Services, Data Exchange Infrastructure Support Branch.2026-10-055Organizational containment only; no additional hierarchy is inferred.R41REL005ORG_DEISBadministersPROC_DX_SOFTWARE_LICENSE_GRANTCurrent POMS assigns DEISB the decision and issuance role for Data Exchange Software License Grants.2026-10-055R41REL006PROC_DX_SOFTWARE_LICENSE_GRANTenables_interface_toTECH_FTMSExternal entities receiving applicable data-exchange software licenses use them for communication with SSA; current policy requires capability to interface with FTMS.2026-10-054Business/technical enablement relationship; no particular software product is inferred.R41REL007EX_DTAuses_access_control_storeDB_DTA_PIN_FILECurrent DTA policy says OIS assigns approved users PINs and attaches employee PII to the PIN to capture all transactions under that PIN.2026-10-055R41REL008EXT_CYBERSCOPEprovided_byORG_DHSFY2026 OIG identifies CyberScope as the Department of Homeland Security tool used for FISMA metric reporting.2026-10-055R41REL009APP_FOIAXPRESS_PALprovides_public_submission_forDB_FOIA_PRIVACY_REQUEST_APPEALCurrent PAL accepts FOIA requests; SORN 60-0340 is SSA's logical record system for FOIA and Privacy Act request/appeal records.2026-10-054Cross-source logical relationship only; no direct PAL-to-database API or persistence mechanism is inferred.R41REL010APP_FOIAXPRESS_PALsupports_authentication_viaSVC_LOGIN_GOVCurrent PAL offers Login.gov sign-in for registered requesters.2026-10-055R41REL011APP_FOIAXPRESS_PALsupports_authentication_viaSVC_IDMECurrent PAL offers ID.me sign-in for registered requesters.2026-10-055R41REL012APP_FOIAONLINEdescribed_as_processing_records_forDB_FOIA_PRIVACY_REQUEST_APPEALSSA's current FOIA About page says all FOIA requests are captured in FOIAonline; the logical SORN record system covers FOIA/Privacy Act requests and appeals.2026-10-054Documentation conflict preserved: current Request/Reports pages identify FOIAXpress/PAL. No current physical system-of-record conclusion is drawn.R42REL001APP_FTDqueriesEXT_DHS_ADISCurrent POMS says FTD creates direct query access to DHS ADIS to obtain foreign-travel information.2026-10-055Does not imply an API protocol or network implementation.R42REL002APP_FTDavailable_withinAPP_CCECurrent POMS says FTD is a query feature available on the SSI Claims Actions page within CCE.2026-10-055Application embedding/integration only; no service boundary inferred.R42REL003EX_FTD_ADIS_QUERYsource_repositoryEXT_DHS_ADISThe exchange obtains travel information from DHS ADIS.2026-10-055R42REL004EX_FTD_ADIS_QUERYdelivers_toAPP_FTDThe direct-query exchange supplies foreign-travel information displayed through FTD.2026-10-055R42REL005EX_FTD_ADIS_QUERYexternal_partnerORG_DHSSSA POMS identifies DHS as the maintainer of ADIS and exchange partner for FTD.2026-10-055R42REL006APP_FTDsupportsAPP_SSI_REDETFTD was initially used for SSI redeterminations and remains available for specified redetermination workloads.2026-10-055Current POMS expands use beyond the original noncitizen redetermination scope.R42REL007INIT_SSI_IMPROVEMENTincludes_modernization_ofEX_PIESSA lists full-scale PIE implementation among SSI Improvement Team accomplishments.2026-10-055Program/initiative relationship, not a technical interface.R42REL008INIT_SSI_IMPROVEMENTpromotes_use_ofAPP_UPLOAD_DOCUMENTSSSA identifies digital communication through Upload Documents as an SSI improvement.2026-10-055No new Upload Documents architecture inferred.R42REL009INIT_SSI_IMPROVEMENTdrives_expansion_ofAPP_FTDFY2027 budget material states the SSI Improvement office improved the digital footprint through expansion of Foreign Travel Data.2026-10-055Program modernization relationship.R42REL010CON_MONGODB_2026under_bpaCON_CLOUD_BPA_FOUR_POINTSAward data identifies 28321326FA0010219 as a call under BPA 28321321A00040003.2026-10-054Secondary federal-award data mirror.R42REL011CON_MONGODB_2026awarded_toORG_FOUR_POINTSFederal-award data mirrors identify Four Points as the awardee.2026-10-054R42REL012CON_MONGODB_2026procuresTECH_MONGODBGovernment description reproduced by award mirrors says "Call Order for Mongodb".2026-10-054Procurement does not prove production deployment.R42REL013CON_CALL_BRANDING_2026under_bpaCON_CLOUD_BPA_FOUR_POINTSAward data identifies 28321326FA0010070 as a call under BPA 28321321A00040003.2026-10-054R42REL014CON_CALL_BRANDING_2026awarded_toORG_FOUR_POINTSFederal-award data mirrors identify Four Points as awardee.2026-10-054R42REL015CON_CALL_BRANDING_2026procuresSVC_OUTBOUND_CALL_TRUSTGovernment award description says the call order procures TransUnion outbound-call spoof-proofing and call-branding capability.2026-10-054Procurement does not prove production deployment.R42REL016SVC_OUTBOUND_CALL_TRUSTprovided_byORG_TRANSUNIONThe government award description explicitly names TransUnion as the procured call-trust provider.2026-10-054No separate direct SSA-TransUnion prime-contract relationship is inferred; Four Points is the BPA-call awardee.R43REL001UI_ERPS_SSA11_INTROpart_ofAPP_ERPSCurrent POMS identifies the SSA-11 Application-Introduction screen as part of the eRPS application path.2026-10-055R43REL002UI_ERPS_APPLICANT_IDpart_ofAPP_ERPSCurrent POMS identifies the Proof of Applicant's Identity screen as part of the eRPS application path.2026-10-055R43REL003UI_ERPS_BG_PERMISSIONpart_ofAPP_ERPSCurrent POMS identifies the Permission for Background Check screen in eRPS.2026-10-055R43REL004UI_ERPS_BG_RESULTSpart_ofAPP_ERPSCurrent POMS identifies the Background Check Results screen in the eRPS criminal-background workflow.2026-10-055R43REL005UI_ERPS_MAKE_NOTEpart_ofAPP_ERPSCurrent POMS directs staff to the Make Note screen in eRPS for representative-payee applicant notes.2026-10-055R43REL006UI_ERPS_SELECTION_DECISIONpart_ofAPP_ERPSCurrent POMS directs staff to the Rep Payee Selection-Decision screen during eRPS application disposition.2026-10-055R43REL007UI_ERPS_PRISONER_INFOpart_ofAPP_ERPSCurrent POMS identifies the Prisoner Information screen in the eRPS suitability workflow.2026-10-055R43REL008UI_ERPS_FUGITIVE_FELONpart_ofAPP_ERPSCurrent POMS identifies the Fugitive Felon Information screen in the eRPS suitability workflow.2026-10-055R43REL009UI_ERPS_APPLICANT_IDverifies_identity_againstSYS_NUMIDENTFor telephone and approved video interviews, current POMS directs staff to record ID verified via NUMI on this screen after confirming Numident information.2026-10-055Business/user-interface relationship; no separate API or service call is inferred.R43REL010UI_ERPS_BG_PERMISSIONinitiatesPROC_ERPS_CRIMINAL_BGCurrent POMS says the criminal background check is not conducted until permission is recorded on this screen.2026-10-055R43REL011UI_ERPS_BG_RESULTSpresents_results_ofPROC_ERPS_CRIMINAL_BGCurrent POMS directs staff to discuss and verify criminal information displayed on the Background Check Results screen.2026-10-055R43REL012UI_ERPS_PRISONER_INFOpresents_record_fromAPP_PUPSCurrent POMS refers to a PUPS record on the eRPS Prisoner Information screen.2026-10-055No underlying data-transfer mechanism is inferred.R43REL013UI_ERPS_SELECTION_DECISIONrecords_outcome_afterPROC_ERPS_CRIMINAL_BGCurrent POMS directs staff to non-select an applicant on this screen when background information establishes a barred crime.2026-10-055R43REL014SVC_EFAXsupports_representation_form_intake_forAPP_RASRCurrent POMS lists Electronic Fax as an accepted SSA-1696 filing route; filed appointments are then processed under RASR procedures.2026-10-055This is a business-intake path, not evidence of a direct eFax-to-RASR technical integration.R43REL015UI_RASR_ROCpart_ofAPP_RASRCurrent POMS directs technicians to annotate a Report of Contact screen in RASR for representation intent and withdrawal documentation.2026-10-055R43REL016SYS_ECMSauthoritative_repository_forDOM_IT_CONFIG_ASSETSSA Open Data describes ECMS as the authoritative repository for characteristics, authorized configurations, and relationships of key IT components/assets.2026-10-055R43REL017APP_CIPsupports_post_entitlement_pia_recomputation_forSYS_MBRCurrent POMS directs FO/PSC staff to process specified post-entitlement PIA recomputations in the Change in PIA web application; the resulting Title II benefit record context is the MBR.2026-10-054Business-record context only. The source does not establish a direct CIP-to-MBR interface or update mechanism.R43REL018UI_MONET_SMS1part_ofAPP_MONETCurrent POMS identifies SMS1 as the Special Message Data screen in MONET.2026-10-055R43REL019UI_MONET_SMS1posts_special_message_toSYS_MBRCurrent POMS directs staff to use the MONET SMS1 screen to add a Special Message to the MBR.2026-10-055R43REL020APP_TPPSprovides_template_forDATA_USDC_INVENTORY_LOGCurrent POMS states the required U.S. Debit Card Inventory Log template can be accessed on the TPPS website.2026-10-055R43REL021DATA_USDC_INVENTORY_LOGtracks_disbursement_ofPAY_USDCCurrent POMS says field offices use the inventory log to track U.S. Debit Card receipt and disbursement.2026-10-055R43REL022CON_ORACLE_MAINT_2026awarded_toORG_EMERGENT_LLCFederal award data identifies Emergent, LLC as recipient of delivery order 28321326FDX030114.2026-10-054R43REL023CON_ORACLE_MAINT_2026includes_maintenance_forTECH_ORACLE_DATABASEThe government award description explicitly includes Oracle Database software maintenance.2026-10-054No application dependency is inferred.R43REL024CON_ORACLE_MAINT_2026includes_maintenance_forTECH_ORACLE_MIDDLEWAREThe government award description explicitly includes Oracle Middleware software maintenance.2026-10-054No product/version or application dependency is inferred.R43REL025CON_ORACLE_MAINT_2026includes_maintenance_forAPP_SERSThe government award description explicitly includes SERS software maintenance.2026-10-054The award does not establish that SERS uses Oracle Database or Oracle Middleware.R43REL026CON_ORACLE_MAINT_2026includes_maintenance_forAPP_SSOARSThe government award description explicitly includes SSOARS software maintenance.2026-10-054The award does not establish that SSOARS uses Oracle Database or Oracle Middleware.R43REL027CON_SONATYPE_NEXUS_2026awarded_toORG_ACCESSAGILITYFederal award data identifies AccessAgility LLC as recipient of delivery order 28321326FDX030022.2026-10-054R43REL028CON_SONATYPE_NEXUS_2026renews_software_forTECH_SONATYPE_NEXUSThe government award description states the order is an annual renewal of Sonatype Nexus Repository software.2026-10-054Deployment location, version, and pipeline consumers are not inferred.R43REL029CON_MITRE_NETWORK_ASSESS_2026awarded_toORG_MITREFederal award data identifies MITRE as recipient of delivery order 28321326FDX030085.2026-10-054R43REL030CON_MITRE_NETWORK_ASSESS_2026fundsPROJ_NETWORK_ASSESS_2026The government award description defines the delivery order as an independent assessment of SSA network infrastructure and future-state recommendations.2026-10-054R44REL001ORG_SSA_OITApart_ofORG_SSA_OAGCurrent OAG page identifies OITA as an OAG office responsible for IT products and related services.2026-10-055R44REL002APP_SSASYoperated_byORG_SSA_OAGSSA states that OAG operates Social Security's Streamlined Acquisition System.2026-10-055R44REL003DB_VENDOR_INFO_REPOprovided_byORG_SSA_OAGOAG publishes and administers the vendor repository instructions for SSA market research.2026-10-055Repository is available SSA-wide; this does not imply OAG is the only consumer.R44REL004INIT_CSCRMusesPROC_CSCRASSA's CSCRM program requires a cybersecurity supply-chain risk assessment before contract award.2026-10-055R44REL005PROC_CSCRAusesDATA_CSCRA_QUESTIONNAIREThe CSCRA process collects relevant third-party information through the CSCRA Questionnaire.2026-10-055R44REL006PROC_CSCRAusesPLAT_TP_CYBER_RISK_MONOAG says CSCRA due diligence uses specialized tools such as the agency's Third-Party Cyber Risk Monitoring platform.2026-10-055R44REL007APP_TP_RISK_MGMTsupportsINIT_CSCRMOAG says all third-party relationships are reviewed and tracked using the Third-Party Risk Management system during CSCRM monitoring.2026-10-055R44REL008PLAT_TP_CYBER_RISK_MONsupportsINIT_CSCRMJanuary 2026 requirements call for pre-award assessment through the Government-selected Cyber Risk Monitoring platform and continuous risk monitoring.2026-10-055R44REL009SVC_CPARSused_byORG_SSA_OAGSSA OAG documents agency use of CPARS for contractor past-performance evaluations within the acquisition function.2026-10-054The source states SSA-wide use; OAG is the principal procurement office, but it does not enumerate every internal CPARS user.R44REL010SVC_GRANTS_GOVsupportsORG_SSA_OAGOAG directs competitive discretionary grant applicants to submit through Grants.gov.2026-10-055R44REL011SVC_GRANTSOLUTIONSsupportsORG_SSA_OAGOAG directs continuation grant applications through GrantSolutions and uses it for award notifications.2026-10-055R44REL012SVC_ASAPsupportsORG_SSA_OAGOAG requires SSA grant recipients to establish electronic payment accounts with ASAP.2026-10-055R44REL013DATA_OAG_HQ_AWARDSprovided_byORG_SSA_OAGThe public dataset page identifies OAG as the contracting office producing the headquarters award listing.2026-10-055R44REL014UI_SSI_PERSON_STATEMENTscreen_ofAPP_SSI_CLAIMS_LOGICALCurrent POMS explicitly identifies the Person Statement screen in the SSI Claims System.2026-10-055R44REL015UI_SSI_FI_PERMISSIONscreen_ofAPP_SSI_CLAIMS_LOGICALCurrent POMS says financial permission is recorded on the Financial Institutions Permission page in the SSI Claims System.2026-10-055R44REL016UI_SSI_FI_ACCOUNTscreen_ofAPP_SSI_CLAIMS_LOGICALCurrent POMS repeatedly refers to the Financial Institution Account page in the SSI Claims System.2026-10-055R44REL017UI_SSI_FI_ACCOUNTscreen_ofAPP_CCECurrent POMS explicitly says direct-deposit financial accounts can be recorded on the Financial Institution Account page in CCE.2026-10-055This does not assert that CCE and the logical SSI Claims System are physically identical.R44REL018UI_SSI_STATE_LOCAL_TRIBALscreen_ofAPP_SSI_CLAIMS_LOGICALCurrent POMS identifies the Other State, Local, or Tribal Assistance page in the SSI Claims System.2026-10-055R44REL019UI_SSI_FI_PERMISSIONsupportsEX_AFI_FICurrent POMS requires financial permission before financial account balance verification and records that permission in the SSI Claims System.2026-10-055R44REL020UI_SSI_FI_ACCOUNTrecords_inDATA_FI_BALANCE_HISTORYCurrent POMS uses returned financial-account balance information to verify and document account balances on the Financial Institution Account page.2026-10-054Models documented use of balance data on the page; it does not assert physical database storage in the UI.R44REL021UI_ERPS_BENE_DETAILSscreen_ofAPP_ERPSCurrent POMS identifies Beneficiary Details as an eRPS screen.2026-10-055R44REL022UI_MCS_RPOCscreen_ofAPP_MCSCurrent POMS directs Title II/concurrent capability determinations to the MCS Report of Contact (RPOC).2026-10-055R44REL023UI_CCE_ROCscreen_ofAPP_CCECurrent POMS directs Title XVI-only capability determinations to the CCE Report of Contact page.2026-10-055R44REL024UI_ERPS_BENE_DETAILSsupportsAPP_ERPSPOMS states capability determination notes remain associated with the beneficiary's eRPS record through Beneficiary Details.2026-10-055R45REL001DATA_CWHSderived_fromSYS_MEFSSA historical documentation says CWHS earnings and employment information is derived from the Master Earnings File.20095Historical lineage evidence; no assumption is made that extraction implementation details remain unchanged.R45REL002DATA_CWHSderived_fromSYS_NUMIDENTSSA historical documentation says CWHS demographic information is derived from Numident.20095Historical lineage evidence; no assumption is made that extraction implementation details remain unchanged.R45REL003DATA_CWHSderived_fromSYS_MBRSSA historical documentation says CWHS annual benefit data is derived from the Master Beneficiary Record.20095Historical lineage evidence; no assumption is made that extraction implementation details remain unchanged.R45REL004DATA_CWHSinput_toMODEL_OACT_FI_SRThe 2026 Trustees Report says the short-range fully insured model extrapolates historical trends using CWHS coverage and quarters-of-coverage information.2026-10-055R45REL005MODEL_OACT_FI_SRcalibratesMODEL_OACT_FI_LRThe 2026 Trustees Report says long-range model parameters are selected so simulated fully insured percentages are consistent with estimates from the short-range model.2026-10-055R45REL006MODEL_OACT_FI_SRused_byORG_SSA_OCACTThe Office of the Chief Actuary documents use of the short-range model in current OASDI actuarial methods.2026-10-055R45REL007MODEL_OACT_FI_LRused_byORG_SSA_OCACTThe Office of the Chief Actuary documents use of the long-range model in current OASDI actuarial methods.2026-10-055R45REL008DATA_SIPPprovided_byORG_CENSUSSSA identifies SIPP as a Census Bureau survey used in MINT8.2026-10-055R45REL009DATA_SIPPinput_toMODEL_MINT8SSA says MINT8 is built from Social Security administrative records matched to SIPP.2026-10-055Does not identify the specific SSA record systems in the current methodology page.R45REL010MODEL_MINT8used_byORG_SSA_ORESSSA ORES publishes the MINT overview and uses MINT for research projections of future retirement conditions and policy effects.2026-10-055R45REL011SVC_RCCusesSVC_AMAZON_CONNECTSSA states RCC expansion and automated routing were made possible by transitioning the service to the Amazon Web Services Connect platform.2024-12-195The relationship is current-service architecture evidence; no lower-level API, hosting account, or routing implementation is inferred.R45REL012ORG_SSA_CENTRAL_PROCESSINGmanagesORG_WSUSSA states Central Processing now manages Workload Support Units as part of the 2026 processing-center realignment.2026-07-085R46REL001APP_TAX_LEVY_NOTICEreadsDB_TAX_LEVY_NOTICE_DB2Tax Levy notice generation uses information from the Tax Levy DB2 database.2006-05-165Architecture detail is from the 2006 POMS description; the current POMS chapter confirms the Tax Levy Notice System remains referenced but does not republish the implementation detail.R46REL002APP_TAX_LEVY_NOTICEreadsSYS_MBRTax Levy notice generation uses Master Beneficiary Record data.2006-05-165Architecture detail is explicitly documented in the 2006 POMS description; no inference is made about current transport or query mechanism.R46REL003DB_TAX_LEVY_NOTICE_DB2usesTECH_DB2The Tax Levy notice data store is explicitly identified as a DB2 database.2006-05-165Technology identification is explicit; version, hosting, schema, and current deployment are not disclosed.R46REL004APP_TAX_LEVY_NOTICEmanual_notice_fallback_usesAPP_AURORAWhen the Tax Levy Notice System cannot determine a manual notice, PSC staff prepare it via AURORA or exhibit notices.2006-05-165POMS explicitly states there is no AURORA interface for Tax Levy system notices; this is a human/manual fallback relationship, not a system interface.R46REL005APP_TAX_LEVY_NOTICEnotifiesORG_IRSTax Levy Notice System provides notices to the beneficiary and the Internal Revenue Service about levy withholding.2006-05-165Notification is explicit in POMS. Delivery mechanism is not stated in the cited architecture description.R46REL006APP_GARNISH_NOTICEmanual_notice_fallback_usesAPP_ICPCurrent POMS directs PSC staff to prepare a manual Garnishment notice through ICP when the automated system cannot determine the notice type.2026-08-145POMS explicitly states there is no ICP interface for Garnishment system notices; modeled as manual fallback, not machine-to-machine integration.R46REL007APP_CCMloads_bad_notice_pdf_intoAPP_PAPERLESS_PSCFor Garnishment systems-bad notices, CCM automatically loads the bad notice into Paperless as a PDF for user review.2020-08-315Documented as effective summer 2020 in POMS. Current production status beyond the current POMS page is not independently inferred.R46REL008APP_MADCAPuses_notice_print_programAPP_MADCAP_NOTICE_PRINTCurrent POMS identifies a MADCAP Beneficiary Notice Print Program for Title II notices.2026-09-225Logical relationship only; no separate physical deployment or runtime boundary is inferred.R46REL009MODEL_OASDI_STOCHASTICsupplementsMODEL_OASDI_SCENARIOThe stochastic projections supplement traditional scenario-based methods used to illustrate uncertainty in OASDI projections.2026-06-095Both models are explicitly described in the 2026 Trustees Report methodology.R46REL010SYS_MBRsource_forREPORT_STAT_SUPP_2026The 2026 Annual Statistical Supplement identifies the Master Beneficiary Record as the source for multiple OASDI tables.2026-10-055Current publication lineage; table-specific sampling notes are preserved in evidence.R46REL011SYS_SSRsource_forREPORT_STAT_SUPP_2026The 2026 Annual Statistical Supplement identifies the Supplemental Security Record as the source for SSI tables.2026-10-055Current publication lineage using 100-percent SSR data for the cited tables.R46REL012APP_INFORMprovides_template_forDATA_SSA8102Current payment POMS says the SSA-8102 template is located in the inForm Library.2026-09-185Validated for both Title XVI emergency/immediate-payment and Title II immediate-payment workflows.R46REL013DATA_SSA8102uploaded_toAPP_EPCurrent POMS directs technicians to upload the File copy of SSA-8102 using the Evidence Portal after payment release.2026-09-185Title XVI instructions say upload to Evidence Portal; Title II instructions say upload to the Claims Folder using Evidence Portal.R46REL014APP_SSNAPretains_legacy_workflow_forEXT_WRAPSAlthough SSA no longer uses WRAPS fax verification, WRAPS questions and workaround functionality may still appear in the SSNAP path until removed.2025-02-075Residual UI/workflow is explicit in current POMS; no active SSNAP-to-WRAPS system interface is inferred.R47_REL001DB_IRS_IMFprovidesAPP_PEBESMost automatic Social Security Statement mailing addresses are requested from the IRS taxpayer IMF by SSN. PEBES procures those addresses for Statement production.2026-10-055No automatic update from IRS IMF to Numident, MBR, or SSR is documented by this flow.R47_REL002SYS_MEFprovidesAPP_PEBESPEBES uses MEF earnings information to prepare year-by-year earnings, credits, and benefit estimates.2026-10-055R47_REL003APP_PEBESprovidesAPP_CCMPEBES transmits compiled Social Security Statement information to CCM for downstream presentation/printing.2026-10-055R47_REL004APP_PEBESsupportsDB_STATEMENT_HISTORYStatement processing is tracked in the Statement History File; current POMS identifies both as components of the Statement production environment.2026-10-054Current POMS does not publish a write-interface specification; modeled as processing-history support rather than a physical transport.R47_REL005API_STATEMENTusesAPP_CCMSSA describes the Statement API as generating the online Statement PDF through CCM using information from back-end systems.2026-10-055R47_REL006APP_PEBES_ONLINEsupportsAPP_PEBESPEBES Online provides internal query access to benefit estimates associated with the PEBES/Statement processing domain.2026-10-054Exact backend call/interface is not public.R47_REL007APP_PEBESsupportsSERVICE_SSA_PMFOn-request Social Security Statements produced in the PEBES/Statement process are printed and mailed by the SSA Print/Mail Facility.2026-10-054Source establishes operational responsibility, not a direct system-to-system interface.R47_REL008DB_IRS_IMFfeedsDB_STATEMENT_HISTORYHistorical SIPEBES architecture stored IRS-sourced mailing address information in the History File, including the address/source used for mailings.2026-10-055Historical relationship established in 1994. Current POMS confirms the Statement History File still exists but does not re-document this address field.R47_REL009DB_SIPEBES_TERRITORY_ADDRESSfeedsDB_STATEMENT_HISTORYHistorical SIPEBES architecture transferred the address used for a territorial PEBES mailing into the History File after mailing.2026-10-055Historical relationship; current physical implementation is unconfirmed.R47_REL010DB_IRS_IRMFsource_forEX_SSI_IRS_1099Current CMA 1016 states IRS matches SSA Title XVI finder data against IRMF and returns unearned-income information including payee/payer address fields.2026-10-055CMA 1016 is effective January 1, 2026 through July 1, 2027; this resolves the prior currency uncertainty about IRMF as the current source file.R47_REL011EX_SSI_IRS_1099feedsDB_SSI_PE_ODSCurrent POMS computer-match chart identifies PE ODS as the data source for IRS 5B match alerts.2026-10-055This does not establish that PE ODS, the generic RZ/LI Interface Database, and the SUMS Title XVI PEODS are the same physical store.R47_REL012DB_SSI_PE_ODSaccessed_viaPORTAL_SUMS_MCAS_MI_CENTRALIRS 5B alert data is retrievable through RZ/LI MI Central; the computer-match chart identifies PE ODS as the IRS data source.2026-10-055R47_REL013DB_SSI_PE_ODSaccessed_viaAPP_SSTNGThe same IRS match data can be retrieved immediately through SSTNG; POMS identifies PE ODS as the IRS match data source.2026-10-055R47_REL014EX_SSI_IRS_1099updatesSYS_SSRWhen IRS match tolerances are exceeded, the SSI system posts a 5B diary to the SSR for development.2026-10-055The diary is a workload/control indicator, not evidence that unverified IRS address/income data automatically becomes an SSR program fact.R47_REL015UI_MSSICS_DIRSpart_ofAPP_MSSICSDIRS is identified by POMS as the MSSICS IRS Interface Development path for 5B diaries.2026-10-055R47_REL016UI_MSSICS_DIRSsupportsEX_SSI_IRS_1099DIRS supports documentation and development of SSI IRS 5B interface alerts.2026-10-055Confirmed data is separately input as SSA program data; the IRS alert remains tax data subject to safeguards.R47_REL017ORG_USPSsupportsDB_USPS_NCOAUSPS is the source/maintainer of NCOA move data used in SSA matching.2026-10-055R47_REL018DB_USPS_NCOAsource_forPROC_NCOA_TITLEIISSA matches Title II address records against USPS NCOA data through a licensed vendor.2026-10-055R47_REL019PROC_NCOA_TITLEIIusesAPP_T2REligible NCOA changes are automatically updated by Title II Redesign when no intervening address change exists.2026-10-055R47_REL020PROC_NCOA_TITLEIIupdatesSYS_MBRNCOA processing conditionally changes Title II mailing addresses on the MBR and records NCOA ZIP flags.2026-10-055POMS explicitly limits this NCOA process to Title II.R47_REL021ORG_USPSprovidesPROC_MASS_COA_USPSUSPS reports mass postal changes such as ZIP, city, street, route, or box changes that require SSA action.2026-10-055R47_REL022PROC_MASS_COA_USPSupdatesSYS_MBRMass postal changes are applied to affected Title II master records.2026-10-054Detailed process description is older POMS; current physical implementation not inferred.R47_REL023PROC_MASS_COA_USPSupdatesSYS_SSRMass postal changes are applied to affected SSI master records, including ZIP-related updates.2026-10-054Detailed process description is older POMS; current physical implementation not inferred.R47_REL024DB_ZIP_CODE_MASTERprovidesAPP_ZIP4_SOFTWARESSA describes the ZIP Code Master File as the USPS-based reference file used by ZIP +4 Software.2026-10-054Detailed implementation description is from 2011.R47_REL025APP_ZIP4_SOFTWAREupdatesSYS_MBRZIP maintenance annotates ZIP+4 and delivery-point data to the MBR.2026-10-054Detailed implementation description is from 2011.R47_REL026APP_ZIP4_SOFTWAREupdatesSYS_SSRZIP maintenance annotates ZIP+4 and delivery-point data to the SSR.2026-10-054Detailed implementation description is from 2011.R47_REL027APP_DOORSinterfaces_withORG_USPSPOMS documents valid ZIP changes conveyed through an interface between DOORS and a USPS database.2026-10-054The exact USPS database and transport are not identified.R47_REL028SYS_MBRprovidesPROC_T2_UNDELIV_ADDRESSTitle II undeliverable-mail development first queries the MBR for a current address and records address-development efforts on MBR.2026-10-055R47_REL029SYS_SSRprovidesPROC_T2_UNDELIV_ADDRESSWhen indicated, technicians query SSR and can treat a later-dated SSI address as more current for Title II address development.2026-10-055R47_REL030PROC_T2_UNDELIV_ADDRESSusesAPP_POSA new address developed from SSR, financial institution, USPS, or beneficiary contact is input to the Title II record through POS.2026-10-055R47_REL031PROC_T2_UNDELIV_ADDRESSusesAPP_SSI_CLAIMS_LOGICALFor concurrent beneficiaries, if the developed address differs from SSR, the field office updates the new address through the SSI Claims System.2026-10-055R47_REL032ORG_USPSprovidesPROC_T2_UNDELIV_ADDRESSUSPS can furnish a current address in Title II undeliverable-mail development through the SSA-L2001 request path.2026-10-055R47_REL033SYS_MBRprovidesAPP_PEBESFor people receiving Medicare benefits, SSA uses the mailing address stored on MBR for automatic Social Security Statements.2026-10-055R47_REL034DB_SIPEBES_TERRITORY_ADDRESSprovidesAPP_PEBESTerritorial taxpayer address data supports Statement mailing for eligible residents of Puerto Rico and U.S. territories where federal-return addresses are unavailable.2026-10-054Current POMS confirms territorial revenue-agency files as an address source; current physical use of the historical Territory Address System is not separately confirmed.R47_REL035EX_SSI_IRS_1099corresponds_toEX_CMA1016_IRS_DISFLAThe POMS-described SSI/IRS 1099 interface and current CMA 1016 DIFSLA match share the same Title XVI finder-file / IRS unearned-income IRMF pattern; modeled as corresponding program representations pending hardening/consolidation.2026-10-054Retain both historical Atlas entities for continuity; current evidence strongly indicates they represent the same matching-program family, but labels and prior scope descriptions differ.R48_REL001PROC_T2_DIRECT_COAusesUI_POS_PEADDirect Title II COA policy points technicians to the PEAD screen for the COA action.2026-10-054Detailed direct-input policy is older but remains in the current COA subchapter.R48_REL002PROC_T2_DIRECT_COAprocessed_byAPP_T2RDirect COA policy references the Address Change/Name Correction process via Title II Redesign.2026-10-054Current POMS uses T2R terminology even though the old T2R PIA is listed as retired/obsolete; physical system boundary remains uncertain.R48_REL003PROC_T2_DIRECT_COAupdatesSYS_MBRTitle II direct COA processing updates the Master Beneficiary Record.2026-10-055R48_REL004PROC_T2_DIRECT_COAmay_require_separate_update_toSYS_SSRFor dual SSI/RSDI cases, POMS requires a separate input to SSR when an SSI address change is necessary.2026-10-055A single transaction does not change both MBR and SSR in the documented SSI procedure.R48_REL005UI_POS_PEADpart_ofAPP_POSPOMS identifies PEAD as the Post Entitlement System Address/Direct Deposit/Phone screen.2026-10-055R48_REL006UI_POS_PEADupdatesSYS_MBRPEAD is the current POS path for Title II post-entitlement address/direct-deposit/phone changes reflected in Title II records.2026-10-054Business input relationship; exact database transaction mechanism is not public.R48_REL007UI_POS_PEAFpart_ofAPP_POSPOMS identifies PEAF as the future POS Address/Direct Deposit/Phone path.2026-10-055R48_REL008UI_POS_PEAFschedules_future_changes_forSYS_MBRPEAF is used for future payment address/direct-deposit/telephone changes up to three months ahead.2026-10-054POMS establishes future Title II processing but not the internal pending-transaction store.R48_REL009UI_POS_PEADcan_invokeUI_POS_PELFA domestic-to-foreign PEAD path can include PELF Alien Tax Update.2026-10-055R48_REL010UI_POS_PEADcan_invokeUI_POS_NUSCA domestic-to-foreign PEAD path can include NUSC Non-U.S. Citizen Coding.2026-10-055R48_REL011UI_POS_PEADcan_invokeUI_POS_LEUSA domestic-to-foreign PEAD path can include LEUS to annotate the date the beneficiary left the United States.2026-10-055R48_REL012DATA_SSR_ADstored_onSYS_SSRPOMS explicitly defines AD as an address field on the Supplemental Security Record.2026-10-055R48_REL013DATA_SSR_RAstored_onSYS_SSRPOMS explicitly defines RA as a residence/address field on the Supplemental Security Record.2026-10-055R48_REL014UI_SSI_APIDpart_ofAPP_SSI_CLAIMS_LOGICALCurrent redetermination policy identifies APID under the General ID tab in the SSI Claims System.2026-10-055R48_REL015UI_SSI_APIDdocumentsDATA_SSR_ADCurrent SSI Claims System guidance uses APID to document the mailing address; SSR policy identifies AD as the mailing-address field.2026-10-054Logical documentation lineage; no direct screen-to-field technical mapping is asserted beyond policy semantics.R48_REL016UI_SSI_LRESpart_ofAPP_SSI_CLAIMS_LOGICALCurrent redetermination policy identifies LRES under the Living Arrangements tab in the SSI Claims System.2026-10-055R48_REL017UI_SSI_LRESdocumentsDATA_SSR_RACurrent SSI Claims System guidance uses LRES to document residence; SSR policy identifies RA as the residence/address field.2026-10-054Logical documentation lineage; field semantics can vary for representative-payee cases.R48_REL018UI_MSSICS_ADDRpart_ofAPP_MSSICSPOMS references MSOM MSSICS 008.005 Mailing/Payment Address (ADDR).2026-10-055R48_REL019EXT_MA_DTA_CONNECTimplements_state_access_underEX_SASROMassachusetts DTA Connect is the online state-record access implementation used under the SASRO agreement.2026-10-055R48_REL020EXT_MA_DTA_CONNECTprovides_inquiry_access_toSYS_MA_BEACONSSA employees obtain inquiry-only access to Massachusetts DTA BEACON records through DTA Connect.2026-10-055R48_REL021EXT_MA_DTA_CONNECTprovides_collateral_address_evidence_forDOM_TITLE16DTA recipient addresses and phone numbers can assist SSI interviews/redeterminations but are collateral data and must be verified with other sources.2026-10-055This relationship does not treat State address data as automatically verified or automatically posted to an SSA master record.R48_REL022EXT_MA_DTA_CONNECTcan_be_documented_inAPP_MCSPOMS says online SASRO verifications may be documented for MCS and other SSA systems with audit-trail details.2026-10-055Does not imply an automated DTA Connect-to-MCS interface.R48_REL023EXT_MA_DTA_CONNECTcan_be_documented_inAPP_CCEPOMS says online SASRO verifications may be documented for CCE and other SSA systems with audit-trail details.2026-10-055Does not imply an automated DTA Connect-to-CCE interface.R48_REL024DATA_SSNEC_APP_MAIL_ADDRmaintained_inAPP_SSNECSSNEC PIA describes SSN application mailing addresses among information maintained in the SSNEC environment.2026-10-054Broader address scope is from 2007 PIA; current 60-0058 explicitly names mailing addresses for suspect/fraud applications.R48_REL025APP_SSNECsupportsSYS_NUMIDENTSSNEC establishes and corrects SSN application/identity records in the enumeration environment covered by 60-0058; current SORN says the system ensures enumeration-related information is accurate in other SSA systems.2026-10-054Relationship is logical/functional; no undocumented physical database interface is asserted.R49_REL001APP_PERSON_INFOimplements_enterprise_authoritative_record_forDOM_PERSON_CUSTOMER_RECORDFY2025 budget positions PI as SSA’s Customer Record database and enterprise-level authoritative source for customer-related Identity, Death, Citizenship, Contact, Marriage, and Accommodation information.2026-10-055Logical enterprise record relationship; does not imply all program data is physically centralized in PI.R49_REL002APP_PERSON_INFOprovides_query_access_toSYS_NUMIDENTCurrent POMS instructs employees to use Person Information via IMAIN to access the Numident query for official death information.2026-10-055R49_REL003DATA_PI_ARNstored_inAPP_PERSON_INFOCurrent claims policy directs staff to enter the Alien Registration Number (A-Number/ARN) in Person Information when present on immigration evidence.2026-10-055R49_REL004DATA_PI_ARNused_as_query_identifier_forSVC_SAVESSA uses the A-Number as an identifier to query online SAVE when verifying immigration status.2026-10-055R49_REL005APP_IAPPTdoes_not_automatically_updateAPP_PERSON_INFOCurrent iAppt policy states unverified internet data does not automatically correct Person Information.2026-10-055Negative boundary is explicit and important for provenance.R49_REL006APP_IAPPTdoes_not_automatically_updateSYS_NUMIDENTCurrent iAppt policy states unverified internet data does not automatically correct the Numident.2026-10-055Negative boundary is explicit and important for provenance.R49_REL007PROJ_NUMIDENT_VERIFY_CONSOLIDATIONexpands_existing_centralized_applicationAPP_CENTRAL_DATA_EXCHANGE_UNNAMEDOIG says SSA already combined several data-exchange systems into a centralized application in FY2026 and plans to incorporate some Numident-verification systems into that application.2026-10-055R49_REL008APP_CENTRAL_DATA_EXCHANGE_UNNAMEDplanned_to_incorporate_someDOM_SSNVOIG says SSA plans to incorporate some Numident verification systems into the centralized application.2026-10-055Specific verification systems are not named.R49_REL009PROC_RP_COAusesAPP_ERPSRepresentative-payee address changes are recorded through eRPS, with program-specific follow-on behavior.2026-10-055R49_REL010APP_ERPSautomatically_updates_individual_payee_address_onSYS_MBRFor Title II individual payees, POMS says eRPS COA input is automatically sent to the MBR the night following the change.2026-10-055R49_REL011APP_ERPSrequires_manual_companion_update_for_individual_payee_address_onSYS_SSRFor Title XVI individual payees, staff first record the change in eRPS and then use MSSICS to build the SSR because eRPS does not send the address change to the SSR.2026-10-055R49_REL012PROC_RP_COAuses_for_title_xvi_individual_payeeAPP_MSSICSTitle XVI individual-payee COA requires MSSICS action after eRPS to build/update the SSR.2026-10-055R49_REL013APP_ERPSautomatically_updates_institutional_payee_address_onSYS_MBRFor institutional payees, POMS says eRPS COA automatically updates associated Title II records correctly established on eRPS.2026-10-055R49_REL014APP_ERPSautomatically_updates_institutional_payee_address_onSYS_SSRFor institutional payees, POMS says eRPS COA automatically updates associated Title XVI records correctly established on eRPS.2026-10-055R49_REL015APP_MACADErequires_separate_representative_payee_address_update_inAPP_ERPSA MACADE COA input requires a separate eRPS input to update the representative-payee database.2026-10-055R49_REL016PROC_RP_COAuses_for_documented_exceptionsAPP_POSSpecified representative-payee COA exceptions, including payment-cycle cutoff and domestic/foreign changes, require POS plus eRPS input.2026-10-055R49_REL017PROC_SSI_WU_S06queriesSYS_SSRLocate efforts require checking SSR for telephone/address and later for current COA/payment status before suspension.2026-10-055R49_REL018PROC_SSI_WU_S06queriesSYS_MBRLocate efforts require checking MBR, when applicable, for telephone/address and current COA/payment status.2026-10-055R49_REL019PROC_SSI_WU_S06usesFORM_SSA_L2001POMS directs the field office to send SSA-L2001 to the Postal Service for a current address.2026-10-055R49_REL020FORM_SSA_L2001requests_current_address_fromORG_USPSSSA-L2001 is sent to the Postal Service during whereabouts-unknown development.2026-10-055R49_REL021PROC_SSI_WU_S06uses_for_financial_institution_locate_letterAPP_DPSWhen direct deposit is involved, staff can select a bank locate letter in DPS to request a current address from the financial institution.2026-10-055R49_REL022PROC_SSI_WU_S06uses_as_optional_address_leadEX_SASROSASRO state records may reveal a different address and trigger further development.2026-10-055POMS treats the state record as a lead; no automatic master-record update is inferred.R49_REL023PROC_SSI_WU_S06documents_development_inFORM_SSA5002When unable to locate the recipient, field office documents all locate efforts on SSA-5002 or equivalent.2026-10-055R49_REL024PROC_SSI_WU_S06may_suspend_viaIFACE_SSI_DIRECT_SSRPOMS permits S06 suspension through Direct SSR Update in MSSICS in specified returned-check/whereabouts-unknown processing.2026-10-055R49_REL025PROC_SSI_WU_S06updates_payment_status_onSYS_SSRSuccessful S06 input changes the SSI record to whereabouts-unknown suspension status.2026-10-055R49_REL026PROC_T16_UNDELIV_ADDRESSinvokes_when_location_efforts_failPROC_SSI_WU_S06Current Title XVI undeliverable-notice policy directs field offices to the whereabouts-unknown/S06 instructions when locate efforts fail.2026-10-055R49_REL027PROC_T16_UNDELIV_ADDRESScorrects_address_when_verifiedSYS_SSRWhen a new address is found, field office inputs the COA and develops related living-arrangement changes as appropriate.2026-10-054POMS says input COA “into the system” but this relationship is kept at SSR program-record level without asserting a specific physical transaction path.R49_REL028PROC_UNKNOWN_ADDRESS_CLAIMqueries_for_location_leadsSYS_MEFCurrent Title II policy explicitly says query MEF for leads when claimant whereabouts become unknown.2026-10-055MEF is a lead source; this does not make MEF an authoritative current-address store.R49_REL029PROC_UNKNOWN_ADDRESS_CLAIMqueries_for_location_leadsSYS_SSRCurrent Title II policy explicitly says query SSR for leads when claimant whereabouts become unknown.2026-10-055SSR is a program record and may provide a lead; validity must be developed in context.R49_REL030PROC_UNKNOWN_ADDRESS_CLAIMrecords_last_known_address_inUI_MCS_ADDRCurrent procedure says show the number holder’s last-known address on MCS ADDR when immediate claim processing is necessary.2026-10-055R49_REL031PROC_UNKNOWN_ADDRESS_CLAIMdocuments_development_inUI_MCS_RPOCCurrent procedure uses MCS RPOC to document locate steps and responses supporting the conclusion that address is unknown.2026-10-055R49_REL032PROC_UNKNOWN_ADDRESS_CLAIMestablishes_control_diary_inUI_MCS_DECICurrent procedure establishes a diary to control address development on the MCS DECI screen.2026-10-055R49_REL033PROC_UNKNOWN_ADDRESS_CLAIMresults_in_address_unknown_suspense_onSYS_MBRProper Address Unknown coding causes MBR to update the claim to suspense status S-6.2026-10-055R49_REL034UI_MCS_ADDRscreen_ofAPP_MCSADDR is a Modernized Claims System screen used in current unknown-address claim processing.2026-10-055R49_REL035UI_MCS_DECIscreen_ofAPP_MCSDECI is a Modernized Claims System screen used to control address-development diaries.2026-10-055R49_REL036PROC_UNKNOWN_ADDRESS_CLAIMmay_fallback_to_manual_processing_viaWF_A101When MCS Earnings Computation cannot be used, current procedure allows manual claim processing through A101.2026-10-055R49_REL037PROC_FO_ADDRESS_AS_MAILINGuses_office_address_fromORG_SSA_FIELD_OFFICESUnder management approval, a field-office street/mailing address can be used as the claimant’s mailing address as a last resort.2026-10-055R49_REL038PROC_FO_ADDRESS_AS_MAILINGmay_supply_mailing_address_forSYS_MBRThe policy applies to Title II claimants/beneficiaries; the Atlas records the FO address as a controlled program mailing-address value rather than residence evidence.2026-10-054The cited section describes the operational policy but does not identify the exact Title II input transaction for every scenario.R49_REL039PROC_FO_ADDRESS_AS_MAILINGmay_supply_mailing_address_forSYS_SSRThe policy applies to Title XVI claimants/recipients; the FO address can be used as controlled mailing address when alternatives are unavailable.2026-10-054The cited section describes the operational policy but does not identify the exact Title XVI input transaction for every scenario.R49_REL040PROC_FO_ADDRESS_AS_MAILINGdocuments_authorization_withFORM_SSA795Field-office management obtains and stores signed SSA-795 from the claimant documenting understanding of the FO-address arrangement, subject to stated exceptions.2026-10-055R49_REL041FORM_SSA795stored_inREPO_EFPOMS requires the signed SSA-795 for the FO-address workflow to be stored in the electronic folder.2026-10-055POMS says electronic folder generically; Atlas does not force it into CEF when the policy does not specify CEF.R49_REL042UTIL_EDCS_UATpublishes_limited_post_transfer_updates_toDATA_EVIEW_CASE_DATAUAT repropagates limited MCS/MSSICS changes including claimant address; POMS says those updates appear under eView Case Data rather than in disability reports.2026-10-055R49_REL043DATA_EVIEW_CASE_DATAdisplayed_inAPP_EVIEWThe Case Data Tab is an eView display for limited data updated after transfer.2026-10-055R49_REL044UTIL_EDCS_UATcreatesFORM_SSA5002UAT Other Updates can create an SSA-5002 Report of Contact for new or changed generic information.2026-10-055R49_REL045FORM_SSA5002stored_inREPO_CEFAn SSA-5002 created through EDCS UAT is added to the Certified Electronic Folder.2026-10-055R49_REL046UTIL_EDCS_UATgeneratesDATA_EDCS_UAT_ALERTEDCS UAT determines the office holding jurisdiction and notifies it of post-transfer updates; current move policy explicitly calls the address-change notification a UAT Alert.2026-10-055R49_REL047DATA_EDCS_UAT_ALERTnotifiesORG_DDSWhen a claimant moves, the field office notifies DDS of the address change in EDCS via a UAT Alert.2026-10-055R49_REL048DATA_EDCS_UAT_ALERTassociated_case_update_visible_inAPP_EVIEWAddress updates propagated through UAT are reflected in eView Case Data for the electronic disability case.2026-10-055Alert transport itself is not asserted to be stored in eView.R50_REL001UI_PI_ON_RECORDscreen_ofAPP_PERSON_INFOCurrent CCE evidence policy references Person Information on Record (MS 08401.003).2026-10-055R50_REL002UI_PI_IDENTITY_INFOscreen_ofAPP_PERSON_INFOCurrent CCE evidence policy uses the Person Information Identity Information screen for birthplace and birthdate proof information.2026-10-055R50_REL003UI_PI_CITIZENSHIP_INFOscreen_ofAPP_PERSON_INFOCurrent CCE evidence policy uses the Person Information Citizenship Information screen for citizenship status/proof.2026-10-055R50_REL004DATA_PI_DEATH_SOURCE_NOTIFICATIONstored_inAPP_PERSON_INFOCurrent policy documents SOURCE OF NOTIFICATION on the Person Information on Record page.2026-10-055R50_REL005DATA_PI_DEATH_SOURCE_NOTIFICATIONcan_identify_sourceSYS_MBRCurrent policy documents SOURCE OF NOTIFICATION value 3 as MBR.2026-10-055Provenance code relationship; not a claim that MBR is the only death source.R50_REL006DATA_PI_DEATH_SOURCE_NOTIFICATIONcan_identify_sourceORG_TREASURYCurrent policy documents SOURCE OF NOTIFICATION value 4 as Treasury.2026-10-055Provenance code relationship; not a claim of the physical death-reporting interface.R50_REL007DB_ONLINE_EVSsupports_verification_againstSYS_NUMIDENTSSA Data.gov describes the database as serving several SSN verification systems that verify SSNs against Numident.2026-09-225R50_REL008DB_ONLINE_EVSsupportsDOM_SSNVSSA catalog classifies this database as supporting SSN verification workloads.2026-09-225R50_REL009ORG_DHSprovides_enumeration_data_viaIFACE_CIS2_ENUM_SSADHS catalog identifies CIS2 Enumeration File - SSA as an outgoing interface providing enumeration data to SSA.2026-02-055R50_REL010IFACE_CIS2_ENUM_SSAfeedsDOM_ENUMERATIONDHS says the interface provides enumeration data to SSA’s SSN Enumeration system.2026-02-055Exact receiving SSA application is not named in the current partner inventory, so the relationship terminates at the validated Enumeration domain.R50_REL011APP_ACDVlinks_withORG_CREDIT_REPOSITORIESCurrent Title II and Title XVI POMS say ACDV links credit bureaus and SSA for consumer debt disputes.2025-05-085R50_REL012APP_ACDVverifies_title_ii_debt_againstSYS_MBRTitle II dispute processing verifies the fact or amount of debt on MBR or ROAR or both.2025-05-085R50_REL013APP_ACDVverifies_title_ii_debt_againstAPP_ROARTitle II dispute processing verifies the fact or amount of debt on MBR or ROAR or both.2025-05-085R50_REL014APP_ACDVverifies_title_xvi_debt_againstSYS_SSRTitle XVI dispute processing verifies the fact or amount of debt on SSR.2025-05-065R50_REL015APP_ACDVhandled_byORG_NEPSCCurrent POMS identifies NEPSC as handling the ACDV process.2025-05-085R50_REL016PROC_DEBT_SKIPTRACEuses_address_lead_fromORG_CREDIT_REPOSITORIESPublished skiptracing procedure directs staff to request an online address from a credit bureau when no new address is available.2025-11-204Procedure revision is old but retained in current subchapter.R50_REL017PROC_DEBT_SKIPTRACEchecks_address_inSYS_MBRPublished procedure checks MBR/SSR/RECOOP for recent address changes.2025-11-204R50_REL018PROC_DEBT_SKIPTRACEchecks_address_inSYS_SSRPublished procedure checks MBR/SSR/RECOOP for recent address changes.2025-11-204R50_REL019PROC_DEBT_SKIPTRACEchecks_employer_leads_inSYS_MEFPublished skiptracing resource list identifies MEF for employer leads.2025-11-204R50_REL020PROC_DEBT_SKIPTRACEuses_location_lead_fromORG_STATE_DMVPublished skiptracing resource list identifies Departments of Motor Vehicles.2025-11-204No automated interface is established.R50_REL021PROC_DEBT_SKIPTRACEuses_location_lead_fromORG_USPSPublished skiptracing resource list identifies the Post Office.2025-11-204No automated interface is established by this source.R50_REL022PROC_DEBT_SKIPTRACEupdates_address_inSYS_MBRIf a new address is obtained from the credit bureau, published procedure directs staff to update MBR/SSR and RECOOP when appropriate.2025-11-204Controlled debt-collection procedure; not automatic credit-bureau-to-MBR propagation.R50_REL023PROC_DEBT_SKIPTRACEupdates_address_inSYS_SSRIf a new address is obtained from the credit bureau, published procedure directs staff to update MBR/SSR and RECOOP when appropriate.2025-11-204Controlled debt-collection procedure; not automatic credit-bureau-to-SSR propagation.R50_REL024PROC_DEBT_SKIPTRACEupdates_address_inAPP_RECOOPIf a new address is obtained from the credit bureau, published procedure directs staff to update MBR/SSR and RECOOP when appropriate.2025-11-204Controlled debt-collection procedure.R50_REL025APP_NHRPintegrated_withAPP_SSI_CLAIMS_LOGICALCurrent POMS says the electronic NHRP search process is integrated in the SSI Claims system (MSSICS/SSI claim).2026-09-105Logical SSI Claims boundary retained; the public source does not resolve the full CCE/MSSICS physical mapping.R50_REL026APP_NHRPqueriesSVC_LEXISNEXIS_ACCURINTCurrent POMS says the NHRP electronic search process uses a LexisNexis|Accurint database.2026-09-105R50_REL027SVC_LEXISNEXIS_ACCURINTprovides_unverified_property_leads_toAPP_NHRPSSA treats Accurint results as third-party reports used as leads and requiring additional verification.2026-09-105Do not treat Accurint result as authoritative ownership/address proof.R50_REL028APP_FIVRoperated_byORG_DAPSCurrent SSA Vendor Payment Center guidance directs vendor payment inquiries to DAPS and identifies FIVR as its automated self-service telephone channel.2026-10-055R50_REL029ORG_DAPSdirects_vendors_toSVC_TREASURY_IPPCurrent SSA Vendor Payment Center page directs vendors to Treasury IPP to view payment history and remittance details.2026-10-055No SSA-side interface mechanism is inferred.R50_REL030SVC_SAMautomatically_updatesDB_VENDOR_PAYMENT_UNNAMEDSSA vendor direct-deposit guidance says changes completed through SAM automatically update SSA’s database.2026-10-055Database remains unnamed; do not merge with another SSA payment/accounting repository without evidence.R51_REL001APP_ELASverified_appointment_data_becomes_part_ofSYS_ICDBCurrent iAppointments POMS says selecting Verify PI in eLAS after verification allows previously isolated iAppt data to become part of CLIENT/ICDB.2026-06-265Explicit current POMS path; does not state that eLAS directly corrects Person Information or Numident.R51_REL002SYS_ICDBhistorically_documented_to_include_attributeDATA_CLIENT_LANGUAGE_PREF2007 ICDB PIA explicitly lists language preference for written and spoken communication as Client Data; current 2026 inventory separately catalogs a CLIENT-tagged language-preference asset.2026-10-054This establishes historical ICDB inclusion plus current CLIENT-domain continuity, but does not prove the present physical storage/extract topology of US-GOV-SSA-568.R51_REL003APP_CSRQuses_numident_utilityUTIL_GUNSCHIPCurrent SSA inventory names CSRQ among applications that use the GUNSCHIP/GUNPUC03 utility family to retrieve Numident data.2026-09-294Inventory names the application and utility family collectively; it does not state that every listed application calls both utilities in every transaction.R51_REL004APP_CSRQuses_numident_utilityUTIL_GUNPUC03Current SSA inventory names CSRQ among applications that use the GUNSCHIP/GUNPUC03 utility family to retrieve Numident data.2026-09-294Inventory names the application and utility family collectively; it does not state that every listed application calls both utilities in every transaction.R51_REL005SVC_FPLScontains_exchangeEX_FPLS_DRLIFSSA inventory explicitly says FPLS contains the DRLIF exchange.2026-09-295R51_REL006SVC_FPLScontains_exchangeEX_FPLS_ESKARISSA inventory explicitly says FPLS contains the ESKARI exchange.2026-09-295R51_REL007ORG_OCSEsubmits_known_ssn_finder_file_toEX_FPLS_DRLIFOCSE submits a known-SSN finder file daily for DRLIF processing.2026-09-295R51_REL008ORG_OCSEsubmits_unknown_ssn_finder_file_toEX_FPLS_ESKARIOCSE submits unknown-SSN finder records daily for ESKARI processing.2026-09-295R51_REL009EX_FPLS_ESKARIfeeds_identified_ssns_toEX_FPLS_DRLIFSSA inventory says SSNs identified through ESKARI are recycled into DRLIF for normal processing.2026-09-295R51_REL010EX_FPLS_DRLIFreturns_employer_addresses_and_wages_toORG_OCSEDRLIF identifies employer address information for up to ten recent employers over four years and wage amounts for child-support locate use.2026-09-295The catalog record does not name the internal SSA repositories used to produce these response fields.R51_REL011DATA_BEPUF_2020contains_subfileDATA_BEPUF2020_BENEFITSBEPUF 2020 documentation identifies a Benefits Subfile as one of the published files.2026-045R51_REL012DATA_BEPUF_2020contains_subfileDATA_BEPUF2020_EARNINGSBEPUF 2020 documentation identifies an Earnings Subfile as one of the published files.2026-045R51_REL013DATA_BEPUF2020_BENEFITSrecord_linked_by_synthetic_id_toDATA_BEPUF2020_EARNINGSSSA states the two subfiles are linked at record level by a synthetic beneficiary identifier.2026-045SSA cautions that the earnings-to-monthly-benefit relationship is statistically modeled, not a program-rule computation for an individual record.R51_REL014SYS_MBRsource_for_publicationDATA_OACT_OASDI_BEN_STATSOACT explicitly states the beneficiary-statistics table provides unedited data from MBR.2026-10-055R51_REL015SYS_MBRsource_for_publicationDATA_OASDI_ZIP_2024SSA states the ZIP publication statistics are derived from MBR, the principal administrative file of Social Security beneficiaries.2026-035R51_REL016APP_DOORSassociates_field_office_data_forDATA_OASDI_ZIP_2024SSA says DOORS is used to associate field-office data with ZIP Codes for this publication.2026-035R51_REL017ORG_USPSprovides_geographic_data_forDATA_OASDI_ZIP_2024SSA identifies USPS geographic data as a source for the ZIP publication.2026-035This is publication geography input, not evidence of an individual-address master-record update.R51_REL018DB_FINANCE_IVRsupportsAPP_FIVRThe current SSA inventory describes the Finance IVR database as storing information that supports phone access to vendor invoice/payment status reports through an IVR capability.2026-09-295Closes the previously unmapped relationship between the database asset and FIVR application; backend source systems feeding the database remain undocumented.R52_REL001UI_PI_CONTACTscreen_ofAPP_PERSON_INFOCurrent POMS references Person Information Contact Information as the contact/address UI.2026-10-055MS 08401.005.R52_REL002UI_PI_MARRIAGEscreen_ofAPP_PERSON_INFOCurrent SSI policy references Person Information Marriage Information Details.2026-10-055MS 08401.008.R52_REL003UI_PI_DISCREPANCYscreen_ofAPP_PERSON_INFORetained Title II citizenship instructions use the Person Information discrepancy screen to resolve conflicts.2026-10-055MS 08401.004.R52_REL004PROC_DUAL_COArequires_separate_input_toSYS_MBRDual SSI/RSDI change-of-address processing requires an MBR input separate from the SSR input.2026-10-055Current POMS GN 02605.035.R52_REL005PROC_DUAL_COArequires_separate_input_toSYS_SSRDual SSI/RSDI change-of-address processing requires an SSR input separate from the MBR input.2026-10-055Current POMS GN 02605.035.R52_REL006PROC_DUAL_COAreferences_contact_information_inUI_PI_CONTACTThe current dual-case COA policy includes Person Information Contact Information among its technical references.2026-10-054Reference establishes workflow relevance but does not prove PI performs either MBR or SSR write.R52_REL007REPO_EMRstoresDOM_DB_RECORD_METADATAEMR stores physical and logical information about relational databases and record structures.2026-09-295Current Federal Data Catalog.R52_REL008UTIL_ESVC_CONTROL_TRACKsupportsDOM_E_SERVICESUtility assigns and maintains confirmation numbers for tracking information-exchange artifacts in the eServices/IECA context.2026-09-295Current Federal Data Catalog.R52_REL009DB_ERE_MI_USAGEreports_on_evidence_collected_throughAPP_EREThe usage-reporting store provides MI on evidence collected electronically through the ERE website.2026-09-295Current Federal Data Catalog.R52_REL010DB_ERE_MI_USAGEtracks_evidence_prepared_forPLAT_EDIBThe usage-reporting store tracks ERE evidence prepared for transition to the eDIB system.2026-09-295Current Federal Data Catalog.R52_REL011APP_MYDDaccessed_viaAPP_MYSSASSA states people receiving Social Security benefits can use my Social Security to start or update direct deposit online.2026-10-055Current SSA Open Data.R52_REL012APP_MYDDupdatesSYS_MBRSSA states internet direct-deposit changes are sent to a database and updated to the MBR.2026-10-055Unnamed intermediate database is deliberately not equated to a known SSA store.R52_REL013DATA_DD_INETmeasures_transactions_fromAPP_MYDDPublic dataset counts Internet Direct Deposit applications.2026-07-105Current SSA Open Data.R52_REL014DATA_COA_INETmeasures_transactions_fromAPP_MYCOAPublic dataset counts Internet Change of Address transactions.2026-07-105Current SSA Open Data.R52_REL015DATA_COA_INETdocuments_update_destinationSYS_MBRDataset documentation states eligible online address changes are updated to MBR.2026-07-105The unnamed intermediate database is not modeled as a known repository.R52_REL016DATA_MONTHLY_STAT_SNAPSHOTderived_fromSYS_MBRAugust 2026 Monthly Statistical Snapshot identifies MBR 100-percent data as the source for Social Security counts/benefits.2026-095Current statistical publication.R52_REL017DATA_MONTHLY_STAT_SNAPSHOTderived_fromSYS_SSRAugust 2026 Monthly Statistical Snapshot identifies SSR 100-percent data as the source for SSI counts/payments.2026-095Current statistical publication.R52_REL018DATA_FO_CONTACTderived_fromAPP_DOORSSSA states Office of Operations updates DOORS information and that regularly updated information underpins Office Locator.2026-03-095Current SSA Open Data.R52_REL019DATA_FO_CONTACTsupportsSVC_OFFICE_LOCATORSSA says the regularly updated field-office information underpins the Social Security Office Locator.2026-03-095Current SSA Open Data.R52_REL020DATA_RS_CONTACTpublished_withDATA_FO_CONTACTSSA publishes resident-station and field-office location datasets together for application developers.2026-03-095No physical shared database is inferred.R53_REL001DB_PERSON_STOREphysical_data_store_forDOM_PERSON_CUSTOMER_RECORDCurrent Federal Data Catalog explicitly describes Person as a person-centric data store holding information about SSA customers.2026-10-055This does not establish that DB_PERSON_STORE is the exact physical backing database of APP_PERSON_INFO.R53_REL002DB_SUMS_CLIENT_TABLESsubset_of_client_data_housed_inSYS_ICDBFederal Data Catalog states Sums Client is a subset of Client data housed in the Integrated Client Database (ICDB).2026-05-015Direct current containment statement; physical table/schema details remain unpublished.R53_REL003APP_ECOuses_named_data_storeDB_ECO_DATASSA catalogs an External Collection Operation Data File that contains the data needed to maintain delinquent SSA debts; its name and ECO keywords align with the operational ECO subsystem.2026-09-295Relationship is supported by exact named asset alignment plus existing current POMS coverage of ECO debt maintenance; DBMS/transport are not inferred.R53_REL004APP_ROARuses_named_master_data_storeDB_ROAR_MASTERSSA catalogs the Recovery of Overpayments Accounting Reporting Master with ROAR keywords and detailed overpayment accounting/recovery history.2026-09-175Physical DBMS/hosting are not public.R53_REL005DB_SSI_WAGE_REPORT_HISTORYcontains_reporting_history_fromAPP_SSITWRCatalog describes person-level history of telephone wage reports; SSITWR is the mapped SSA telephone wage-reporting application.2026-09-294The public catalog does not document the exact interface or write path.R53_REL006DB_SSI_WAGE_REPORT_HISTORYcontains_reporting_history_fromAPP_SSAMWRCatalog describes person-level history of mobile wage reports; SSAMWR is the mapped SSA mobile wage-reporting application.2026-09-294The public catalog does not document the exact interface or write path.R53_REL007DATA_OHO_LOCATIONdistributed_viaSVC_OHO_LOCATORThe Federal Data Catalog lists the OHO Hearing Office Locator HTML page as a distribution of the hearing-office location dataset.2026-09-295Exact backend production pipeline is not inferred.R53_REL008APP_FFAPposts_suspension_status_toSYS_SSRCurrent FFAP POMS states fully or partially automated cases post an N25 period to the SSR.2026-10-055Transaction is identified in POMS as F02 / Unit FFAP.R53_REL009APP_FFAPstores_or_exposes_notice_inAPP_ORSCurrent FFAP POMS states the appropriate automated notice is sent and is available in the Online Retrieval System (ORS).2026-10-055R53_REL010APP_FFSCFupdates_title_ii_fugitive_data_onSYS_MBRCurrent FFSCF POMS states Title II suspension processing establishes or updates FUGITIVE data on the MBR and that FFSCF can be updated from MBR warrant updates.2026-10-055This is a bidirectional operational relationship at the business-data level; transport is not inferred.R53_REL011REPORT_FAST_FACTS_2026summarizes_statistics_fromREPORT_STAT_SUPP_2026Fast Facts & Figures 2026 states that most statistics come from the Annual Statistical Supplement.2026-10-055R53_REL012REPORT_FAST_FACTS_2026uses_trust_fund_data_fromREPORT_TRUSTEES_2026Fast Facts & Figures 2026 states trust-fund operations data come from the 2026 Trustees Report.2026-10-055R54_REL001DB_BORG_CEDimplements_person_centered_model_forDOM_PERSON_CUSTOMER_RECORDBORG was explicitly designed as a consolidated relational database centered on person rather than program silos.2026-10-055Historical person-centered implementation; no current-store continuity is inferred.R54_REL002DB_BORG_CEDloads_person_subject_fromDATA_PCLNT_2016BORG Phase 1 Person subject area included Client (PCLNT) data.2026-10-055R54_REL003DB_BORG_CEDloads_person_subject_fromDATA_PACOMM_2016BORG Phase 1 Person subject area included iAccommodate (PACOMM) data.2026-10-055R54_REL004DB_BORG_CEDloads_person_subject_fromSYS_NUMIDENTBORG Phase 1 Person subject area included Numident (PNUMI) data.2026-10-055PNUMI is captured as a documented alias of Numident.R54_REL005DB_BORG_CEDloads_person_subject_fromDATA_WOUNDED_WARRIOR_2016BORG Phase 1 Person subject area included Wounded Warrior data.2026-10-055R54_REL006DB_BORG_CEDloads_person_subject_fromDATA_CLIENT_LANGUAGE_PREFBORG Phase 1 Person subject area included Language Preferences data.2026-10-055Historical loading relationship does not establish current physical topology of the language-preference asset.R54_REL007DB_BORG_CEDloads_earnings_subject_fromSYS_MEFBORG Phase 2 Earnings subject area contained data from the Master Earnings File (PMEF).2026-10-055PMEF is captured as a documented alias of MEF.R54_REL008APP_CET_SUITE_2016planned_key_consumer_ofDB_BORG_CEDSSA identified the Customer Engagement Tools Application Suite as a future key target consumer of BORG.2026-10-055This is a planned 2016 consumer relationship, not proof of later production use.R54_REL009PLAT_ACI_2016provisions_resources_forDB_BORG_CEDSSA planned to use ACI compute, storage, and network resources to support BORG CED.2026-10-055R54_REL010PLAT_ACI_2016provisions_resources_forPLAT_MDESSA planned to use ACI resources to support the Modern Development Environment.2026-10-055R54_REL011PLAT_ACI_2016provisions_resources_forDW_EDW_2016SSA planned to use ACI resources to support the Enterprise Data Warehouse.2026-10-055R54_REL012PLAT_ACI_2016uses_cloud_providerORG_AWSSSA stated the ACI pilot would use Amazon Web Services for cloud capability.2026-10-055Historical provider relationship for the 2016 pilot.R54_REL013DW_EDW_2016implemented_withTECH_EMC_GREENPLUM_2016SSA stated the new EDW database would be built using EMC Greenplum.2026-10-055R54_REL014TECH_INFORMATICA_ETL_2016extracts_fromLAKE_HADOOP_2016SSA stated Informatica ETL would pull data from its Hadoop data lake.2026-10-055R54_REL015TECH_INFORMATICA_ETL_2016loads_intoDW_EDW_2016SSA stated Informatica ETL would pull Hadoop data into the new EDW.2026-10-055R54_REL016LAKE_HADOOP_2016implemented_withTECH_APACHE_HADOOPThe documented data lake is explicitly described as a Hadoop data lake; SSA separately describes Apache Hadoop as the open-source framework used in its Big Data architecture.2026-10-055R54_REL017DW_BI_ORACLE_2016uses_ingestion_technologyTECH_ABINITIOSSA stated Ab Initio brought data into the existing BI data warehouse.2026-10-055R54_REL018DW_BI_ORACLE_2016uses_ingestion_technologyTECH_PLSQLSSA stated custom-coded PL/SQL brought data into the existing BI data warehouse.2026-10-055R54_REL019DW_BI_ORACLE_2016uses_database_technologyTECH_ORACLE_DATABASESSA described the existing BI warehouse as an Oracle database exceeding 12 TB.2026-10-055Historical relationship; current Oracle procurement does not prove continuity of this warehouse.R54_REL020ARCH_BI_ODS_2016implemented_primarily_withTECH_DB2SSA stated BI operational data-store detail data was primarily stored in DB2.2026-10-055Architecture-layer relationship, not a claim of one single ODS database.R54_REL021ARCH_IWS_LANbridges_toNET_SSANETOTA documented a bridge connecting each field-office LAN to SSANet.2026-10-055R54_REL022ARCH_IWS_LANuses_lan_technologyTECH_TOKEN_RINGSSA selected token-ring LAN technology for IWS/LAN.2026-10-055R54_REL023ARCH_IWS_LANretains_backend_role_forTECH_IBM_MAINFRAME_1994IWS/LAN replaced dumb terminals with PCs while retaining a central mainframe/backend role.2026-10-055No claim is made that the mainframe technology remained unchanged after 1994.R54_REL024NET_SSANETconnects_toTECH_IBM_MAINFRAME_1994SSANet connected field-office and teleservice terminals to the Baltimore mainframes.2026-10-055R54_REL025NET_SSANETuses_network_protocolTECH_IBM_SNAOTA states the SSA network used IBM Systems Network Architecture protocols.2026-10-055R54_REL026TECH_IBM_MAINFRAME_1994located_atFAC_NCCOTA places the mainframes at the National Computer Center at SSA headquarters in Baltimore.2026-10-055Historical physical-location relationship.R54_REL027TECH_IBM_MAINFRAME_1994uses_programming_languageTECH_COBOLOTA states SSA software in the mainframe environment was written in COBOL or CICS.2026-10-055CICS is represented separately as a transaction-processing technology despite OTA wording calling both languages.R54_REL028TECH_IBM_MAINFRAME_1994uses_transaction_processing_technologyTECH_CICSOTA documents CICS as part of SSA software in the IBM mainframe environment.2026-10-055R54_REL029ENV_SYSTEM_ZEROtestbed_forARCH_IWS_LANSystem Zero at NCC was used to experiment with IWS/LAN technology before pilot-field deployment.2026-10-055R54_REL030ENV_SYSTEM_ZEROlocated_atFAC_NCCOTA states the System Zero test system was installed at the National Computer Center.2026-10-055R54_REL031SYS_MDS_1994developed_forARCH_IWS_LANOTA states MDS software was written specifically for IWS/LAN and no mainframe version was planned.2026-10-055R54_REL032SYS_MDS_1994electronically_transmits_cases_toORG_DDSMDS was designed to replace mailed disability files with electronic transmission to state disability offices and electronic support for evidence/adjudication.2026-10-055R54_REL033ARCH_PROGRAM_SILO_1994prevents_whole_person_view_ofDOM_PERSON_CUSTOMER_RECORDOTA documented separate databases for each SSA program as preventing a whole-person view of clients.2026-10-055Historical architectural constraint; not a claim that every 1994 database is individually known.R54_REL034INIT_SYSTEMS_MODERNIZATION_PLAN_1980SmodernizedTECH_IBM_MAINFRAME_1994OTA says the mid-1980s Systems Modernization Plan modernized the mainframe computers and storage hardware.2026-10-055R54_REL035DATA_PACOMM_2016application_contextAPP_IACCOMMODATEThe strategic plan explicitly names the BORG source as iAccommodate (PACOMM).2026-10-054Relationship captures application/data context only; it does not infer a specific extract interface.R55_REL001APP_IACCOMMODATErecordsDATA_PI_ACCOMMODATION_INFOiAccommodate records accommodations SSA provides and routes non-standard requests within the Person Information environment.2026-10-055Data-domain relationship; does not assert physical table placement.R55_REL002DATA_PI_ACCOMMODATION_INFOpresented_withinAPP_PERSON_INFOCurrent POMS locates iAccommodate on IMAIN under Person Information (Identity, Contact, Accommodation).2026-10-055Presentation/application boundary; no underlying database topology inferred.R55_REL003APP_IACCOMMODATEchecks_recording_eligibility_againstSYS_NUMIDENTCurrent POMS says the intranet application must not be used to record accommodations for people without SSNs or people with a date of death on Numident.2026-10-055This restriction applies to the iAccommodate recording workflow only; it does not establish a universal Person Information rule.R55_REL004EX_SSI_IRS_1099creates_work_controlWORK_SSI_IRS_5B_DIARYThe SSI IRS match generates 5B diary work items for matched information requiring review.2026-10-055Underlying matched IRS data require development; diary creation is not a verified-income posting.R55_REL005WORK_SSI_IRS_5B_DIARYposted_toSYS_SSRCurrent POMS states that controlled 5B alerts/diaries are posted to SSR.2026-10-055Work-control posting only.R55_REL006DB_SSI_PE_ODScontrolsWORK_SSI_IRS_5B_DIARYCurrent POMS maps IRS 5B alert workload into the SSI post-entitlement operational-data-store workflow.2026-10-055Physical implementation beyond the published PE ODS boundary is not inferred.R55_REL007PROC_SSI_IRS_PENSION_MATCHcompares_againstSYS_SSRThe pension interface compares SSNs and reported pension amounts with eligible individuals/deemors and unearned-income information on SSR.2026-10-055R55_REL008PROC_SSI_IRS_PENSION_MATCHcreates_work_controlWORK_SSI_IRS_5H_DIARYRecords meeting published pension-match criteria receive a 5H diary.2026-10-055R55_REL009WORK_SSI_IRS_5H_DIARYposted_toSYS_SSRPOMS explicitly states that the system posts the 5H diary to SSR.2026-10-055The diary is a work-control indicator; underlying tax data remain subject to development.R55_REL010DB_SSI_PE_ODScontrolsWORK_SSI_IRS_5H_DIARYPOMS instructs technicians to identify records containing 5H diaries through PE ODS.2026-10-055R55_REL011WORK_SSI_IRS_5H_DIARYretrieved_viaPORTAL_SUMS_MCAS_MI_CENTRALPOMS directs users to replacement 5B/5H alerts through MI Central RZ/LI SSN Query and the IRS query.2026-10-055R55_REL012DB_IRS_IMFprovidesDATA_IRS_STATEMENT_MAIL_ADDRFor most automatic Statement recipients, SSA requests taxpayer mailing addresses from the IRS Individual Master File.2026-10-055Controlled tax-data use; no master-record overwrite inferred.R55_REL013DATA_IRS_STATEMENT_MAIL_ADDRconsumed_byAPP_PEBESPEBES procures and uses IRS addresses to produce and mail automatic Social Security Statements.2026-10-055Statement production use only as documented.R55_REL014DB_SUMS_ENUM_ODSsource_forDATA_ENUM_PROCESSING_TIMESSA says the public enumeration processing-time dataset is extracted from the SUMS Enumeration ODS.2026-10-055R55_REL015DB_T2_ODSsource_forDATA_RSI_APPLICATION_VOLUMESSSA downloads MCS data nightly to the Title II ODS and uses batch aggregation for the public national application volumes.2026-10-055R55_REL016DATA_DOWRprovides_reporting_dates_forDATA_RSI_APPLICATION_VOLUMESSSA uses DOWR receipt/reporting dates in the public RSI application dataset.2026-10-055R55_REL017DB_ESERVICE_ODSsource_forDATA_IMRC_APPLICATION_VOLUMESInternet Medicare Replacement Card front-end transaction counts are stored nightly in Electronic Services ODS and support the public volume dataset.2026-10-055The following-day Data Warehouse target remains unnamed in public documentation.R55_REL018APP_IMRCgenerates_activity_forDATA_IMRC_APPLICATION_VOLUMESThe public monthly dataset counts front-end activity from the Online Medicare Replacement Card application.2026-10-055R55_REL019DB_CSR_ODSsource_forDATA_FO_VISITORS_AVGSSA derives field-office visitor counts through the CSR ODS process used since FY2009.2026-10-055Published product is aggregate even though name/SSN enter the intake process.R55_REL020DB_DIODSsource_forDATA_DDS_STATE_MONTHLY_WORKLOADCurrent SSA documentation states the public disability workload dataset is based on DIODS case and summary data.2026-10-055R56_REL001SVC_EREWSpart_ofAPP_EREEREWS is the machine-to-machine web-service channel within the Electronic Records Express family for high-volume electronic evidence submission.2007-07-025Historical technical relationship from SSA developer documentation; current EREWS deployment status remains unconfirmed.R56_REL002SVC_EREWSuses_protocolTECH_SOAPEREWS submitBulk and ping operations are exposed through SOAP messages.2007-07-025Historical EREWS implementation.R56_REL003SVC_EREWSdescribed_byTECH_WSDLSSA published a WSDL defining the EREWS service, operations and SOAP binding.2007-07-025Historical EREWS implementation.R56_REL004SVC_EREWSsecured_byTECH_HTTPS_SSLSSA required EREWS clients to use HTTPS/SSL for confidentiality of medical information in transit.2007-07-025Historical implementation terminology.R56_REL005SVC_EREWSsecured_byTECH_WS_SECURITYSSA documented WS-Security UsernameToken authentication/security headers for EREWS.2007-07-025Historical EREWS implementation.R56_REL006SVC_EREWSreference_client_usesTECH_APACHE_AXIS_14SSA’s Java client reference stack used Apache Axis 1.4 and related libraries.2007-07-025Reference-client relationship only.R56_REL007APP_SSNVSaccepts_batch_formatFMT_SSNVS_FIXED130Current SSNVS batch upload accepts fixed-width 130-character records; SSA allows files up to 250,000 name/SSN requests.2026-10-055Current employer technical guidance.R56_REL008SVC_EWRWSacceptsFMT_EFW2Current EWRWS page states the web service submits wage reports in the EFW2 format.2026-10-055Current service remains available to existing consolidators; SSA is not accepting new users/consolidators.R56_REL009EX_SOLQreturns_structureDATA_SOLQ_T2_RESPONSESOLQ/SOLQ-I can return a Type 2 Title II response appended to the identity/verification response.2026-10-055Record-layout relationship.R56_REL010EX_SOLQreturns_structureDATA_SOLQ_T16_RESPONSESOLQ/SOLQ-I can return a Type 3 Title XVI response appended to the identity/verification response.2026-10-055Record-layout relationship.R56_REL011DATA_SOLQ_T2_RESPONSEcontains_mbr_derived_fieldsSYS_MBRThe Type 2 record layout explicitly identifies fields such as LAF and dual-entitlement information as reflecting the Master Beneficiary Record.2026-10-055Does not claim every field in the response is sourced exclusively from MBR.R56_REL012DATA_SOLQ_T16_RESPONSEcontains_ssr_master_fieldsSYS_SSRThe Type 3 record layout explicitly says payee ZIP+4 can be present on the SSR master file and residence ZIP+4 can be present on the SSI master file.2026-10-055Supports SSR/SSI-master provenance for the documented address fields without implying any update from SOLQ back into SSR.R56_REL013EX_IEDRposts_death_data_toSYS_NUMIDENTCurrent POMS treats Numident death data based on an EDR report as preferred evidence of death, establishing that EDR-derived death information is represented on Numident.2026-10-055The source does not expose the internal transaction/staging mechanism.R56_REL014EX_IEDRprovidesDOM_SSNVSSA Data Exchange describes I-EDR as allowing state vital-statistics agencies to verify decedent Social Security numbers before/while submitting death reports.2026-10-055Verification source is SSA records; this relationship does not infer a specific internal verification application.R56_REL015SYS_SSRsource_forDATA_SSI_MONTHLY_STATSSSA states the July 2026 SSI Monthly Statistics table uses Supplemental Security Record 100 percent data.2026-075Establishes publication lineage from SSR. No ETL or intermediate data-store mechanism is asserted.R56_REL016PROC_NUMIDENT_CROSS_RECORD_UPDATEfollows_update_toSYS_NUMIDENTProcess is triggered after specified Numident attribute updates under current SSNAP/Numident maintenance policy.2026-06-055Does not imply every Numident field change requires the same downstream actions.R56_REL017PROC_NUMIDENT_CROSS_RECORD_UPDATErequires_separate_update_or_review_ofSYS_MBRCurrent POMS requires MBR update after a Numident sex-code change and review/action when a parent's name is changed for relevant individuals.2026-06-055Explicit staff-directed cross-record action; not automatic propagation.R56_REL018PROC_NUMIDENT_CROSS_RECORD_UPDATErequires_separate_update_or_review_ofSYS_SSRCurrent POMS requires SSR update after a Numident sex-code change and review/action when a parent's name is changed for relevant individuals.2026-06-055Explicit staff-directed cross-record action; not automatic propagation.R56_REL019PROC_NUMIDENT_CROSS_RECORD_UPDATErequires_separate_update_or_review_ofAPP_RPSCurrent POMS requires RPS update after a Numident sex-code change and review/action when a parent's name is changed for a representative payee.2026-06-055Explicit staff-directed cross-record action; RPS is the policy term, distinct from later eRPS unless separately established.R56_REL020EX_EABtransmits_parent_identity_attributes_toSYS_NUMIDENTState birth-registration data transmitted through Enumeration at Birth include parents' names, which can appear in the EAB Numident mother-name-at-birth or father-name-at-birth fields.2026-06-115Establishes provenance of specific person/parent attributes from state vital-statistics data through EAB. It does not imply state data update other SSA master records.R56_REL021APP_UPLOAD_DOCUMENTSrequires_manual_claims_entry_intoAPP_MCSCurrent POMS says technicians process electronically submitted benefit applications as paper applications and load them into MCS when applicable.2026-07-225Explicit manual/technician bridge. This is not modeled as an automated Upload Documents-to-MCS interface.R56_REL022APP_UPLOAD_DOCUMENTSrequires_manual_claims_entry_intoAPP_CCECurrent POMS says technicians process electronically submitted benefit applications as paper applications and load them into CCE when applicable.2026-07-225Explicit manual/technician bridge. This is not modeled as an automated Upload Documents-to-CCE interface.R56_REL023SVC_EWRWSuses_protocolTECH_SOAPCurrent EWRWS Terms of Service states that the requesting party's software sends a SOAP message.2026-10-055Current service evidence, separate from the historical EREWS SOAP evidence.R56_REL024SVC_EWRWSsecured_byTECH_HTTPS_SSLCurrent EWRWS Terms of Service says communication with requesting-party software is secured using HTTPS.2026-10-055Entity name retains HTTPS/SSL because it was introduced for historical EREWS; current EWRWS evidence explicitly supports HTTPS, not a specific TLS/SSL version.R56_REL025SVC_EWRWSrequires_digital_certificateTECH_X509Current EWRWS Terms of Service requires the SOAP message to include an X.509 digital certificate issued by a trusted CA.2026-10-055R56_REL026SVC_EWRWSauthenticates_viaAPP_IRESCurrent EWRWS Terms of Service requires the authorized representative to register with IRES within BSO and hold EWRWS access.2026-10-055Residual current EWRWS dependency. Other BSO services have migrated to Login.gov/ID.me; no general BSO-to-IRES current dependency is asserted.R56_REL027APP_IRESassociated_withPLAT_BSOCurrent EWRWS Terms of Service describes IRES as a registration utility of Business Services Online; historical SSA documentation also identifies IRES as the BSO registration application.2026-10-055Relationship is limited to registration/access-control context and does not assert IRES remains the authentication path for all BSO services.R56_REL028DB_IRES_MImanagement_information_forAPP_IRESThe current SSA inventory identifies Integrated Registration Service management information supporting registration of organizations to SSA internet applications.2026-08-244Logical association from naming and inventory purpose; physical database linkage or implementation is not publicly specified.R56_REL029APP_ERPSidentifies_individual_payee_byDATA_ERPS_INDIVIDUAL_IDCurrent eRPS policy uses a verified SSN as the unique numeric identifier for an individual applicant/payee.2026-07-175Identifier semantics are specific to individual payees; organizations use a separate Organization ID.R56_REL030DATA_ERPS_INDIVIDUAL_IDverified_againstSYS_NUMIDENTCurrent eRPS applicant-identification workflow verifies individual SSN identity against SSA Numident/NUMI information before using the SSN as the payee identifier.2026-09-165Combines current identifier policy with current applicant-interview policy; no separate physical API/protocol is inferred.R56_REL031APP_ERPSstores_contact_addressDATA_ERPS_CONTACT_ADDRESSeRPS records applicant/payee address and phone information; policy permits a substitute organization address/phone or P.O. Box in specified privacy circumstances.2026-10-055The stored contact address therefore is not necessarily a verified personal residence address.R57_REL001DATA_BSO_IRS_EMPLOYER_ADDRESSsourced_fromORG_IRSSSA BSO registration guidance states the activation code is mailed to the employer address on file with IRS.2026-10-055Controlled-purpose employer authorization address; no SSA master-address overwrite is inferred.R57_REL002PLAT_BSOuses_activation_addressDATA_BSO_IRS_EMPLOYER_ADDRESSBSO employer-suite activation uses the IRS-registered employer address as the mailing destination.2026-10-055This is address use for authorization, not a person/residence update path.R57_REL003PLAT_BSOissuesDATA_BSO_ACTIVATION_CODEAfter employer services are requested, SSA issues an activation code that the user later enters in BSO.2026-10-055Code is separate from Login.gov/ID.me personal identity proofing.R57_REL004DATA_BSO_ACTIVATION_CODEdelivered_viaORG_USPSSSA SSNVS/BSO guidance says the activation code is sent through USPS.2026-10-055Physical-mail delivery control.R57_REL005DATA_BSO_ACTIVATION_CODEmailed_toDATA_BSO_IRS_EMPLOYER_ADDRESSActivation code is mailed to the employer address registered with IRS.2026-10-055No persistence beyond the documented authorization workflow is inferred.R57_REL006APP_SSNVSrequires_service_activation_viaDATA_BSO_ACTIVATION_CODENew users or users adding SSNVS receive a mailed activation code before access is enabled.2026-10-055Authentication still uses the current BSO credential path; this relationship captures service authorization.R57_REL007PROC_ANOMALOUS_WAGE_REVIEWgoverns_submissions_throughPLAT_BSOCurrent POMS applies anomalous-wage controls to SSA electronic wage-reporting services and BSO credentials.2026-10-055Covers hold/investigation/suspension actions; does not imply all BSO services are wage reporting.R57_REL008PROC_ANOMALOUS_WAGE_REVIEWgoverns_submissions_throughSVC_EWRWSCurrent POMS explicitly includes EWRWS among electronic wage-reporting services subject to misuse/anomaly controls.2026-10-055Applies to wage-report submissions, not unrelated web-service traffic.R57_REL009DOC_WAGE_INVESTIGATIVE_NOTICEproduced_byPROC_ANOMALOUS_WAGE_REVIEWSSA sends an Investigative Notice when anomalous wage reports warrant submitter action.2026-10-055Notice provides required actions and deadline.R57_REL010DOC_WAGE_INVESTIGATIVE_NOTICEreferencesDATA_WFIDInvestigative Notice lists suspect wage reports by WFID along with EIN and tax year.2026-10-055WFID is modeled as submission identifier only.R57_REL011PROC_ANOMALOUS_WAGE_REVIEWmay_refer_suspected_fraud_toAPP_ARISCurrent POMS directs suspected fraud referrals to OIG through ARIS.2026-10-055Conditional referral, not an automatic path for every anomaly.R57_REL012DATA_SUSPENDED_3P_SUBMITTERSpublished_fromPROC_ANOMALOUS_WAGE_REVIEWSSA may publish a third-party submitter name on the Suspended Third-Party Submitters page after applicable suspension/deactivation action.2026-10-055Current page is empty; publication is conditional.R57_REL013DATA_SUSPENDED_3P_SUBMITTERSaccessed_viaPLAT_BSOThe public suspended-submitter page is part of the employer/BSO wage-reporting service surface.2026-10-055Public control surface; underlying enforcement repository is not identified.R57_REL014EX_PIEcreates_when_auto_post_failsWORK_PIE_EE_DIARYPIE creates an EE diary when wage/employment information cannot automatically post to the SSI record.2026-10-055Explicit POMS work-control behavior.R57_REL015APP_CCEcreatesUI_PDP_PENDING_WAGESSI Claims/CCE may create a PDP Pending Wage page when PIE information cannot match to an existing Wages page.2026-10-055Current POMS identifies CCE as the SSI Claims system in this workflow.R57_REL016APP_CCEcreatesUI_PDP_PENDING_WAGE_REPORTSSI Claims/CCE may create a PDP Pending Wage Report page for matched information requiring manual processing.2026-10-055Common examples include force-due or manual-deeming conditions.R57_REL017UI_PDP_PENDING_WAGEadds_work_controlWORK_PIE_EE_DIARYPresence of the pending wage page adds the EE diary to the SSI record.2026-10-055All pending pages must be resolved before the EE diary and associated LI/RZ can clear.R57_REL018UI_PDP_PENDING_WAGE_REPORTadds_work_controlWORK_PIE_EE_DIARYPresence of the pending wage report page adds the EE diary to the SSI record.2026-10-055Manual review is required before wages apply to SSR.R57_REL019UI_PDP_PENDING_WAGE_REPORTdelays_posting_toSYS_SSRPOMS states wages on the PDP Pending Wage Report page have not been applied to SSR and require technician action.2026-10-055This is explicit negative/queue-state evidence, not an automatic posting path.R57_REL020EX_PIEupdates_on_successful_matchUI_SSI_WAGES_PAGEWhen PDP EIN matches an SSI Claims Wages page, wage information received through PIE automatically updates that page.2026-10-055Successful-match path only.R57_REL021UI_SSI_WAGES_PAGEsubmits_qualifying_wages_toSYS_SSRAfter a successful PIE match, qualifying wages are submitted to SSR before the Goldberg-Kelly cutoff.2026-10-055Current POMS documents the automated SSI posting path.R57_REL022APP_CCEcontainsUI_SSI_WAGES_PAGECurrent PIE POMS describes Wages pages as part of the SSI Claims system/CCE processing environment.2026-10-055Logical UI containment only; underlying storage is not inferred.R57_REL023APP_MCScontainsUI_MCS_CADRRSDI claims use the CADR screen to enter claimant mailing address.2026-10-055Current POMS reference.R57_REL024UI_MCS_CADRpropagates_mailing_address_toUI_MCS_ADDRCurrent POMS explicitly states the mailing address entered on CADR propagates to ADDR.2026-10-055Within-MCS screen propagation; no MBR posting behavior is inferred from this statement alone.R57_REL025EX_EBEcarriesDATA_EBE_USCIS_MAILING_ADDRESSUSCIS electronically transmits EBE enumeration data and SSA mails the card to the address supplied on the USCIS application.2026-10-055Address is channel-specific enumeration/card-delivery data.R57_REL026DATA_EBE_USCIS_MAILING_ADDRESSoriginates_fromORG_USCISApplicant supplies the mailing address on the USCIS application that feeds EBE.2026-10-055Do not infer that USCIS is authoritative for the person’s broader SSA mailing/residence address.R57_REL027APP_SSNECestablishesDATA_SSN_CARD_PRINT_FILESSNEC PIA states the system establishes the file from which Social Security cards are printed.2007-09-275Historical component architecture; current physical implementation not independently verified.R57_REL028APP_SSNECstoresDATA_SSNEC_APP_MAIL_ADDRSSNEC PIA states the system contains mailing addresses of individuals who filed SSN applications.2007-09-275Application-address evidence is time-scoped; do not equate this automatically with a current Numident address field.R57_REL029APP_RSDI_ACCTuses_title_ii_payment_data_fromSYS_MBRRSDI-ACCT uses Title II benefit payment data covered by MBR and accumulates totals used to ensure MBR integrity.2007-09-275Historical detailed architecture within a system still listed in the current PIA catalog.R57_REL030APP_RSDI_ACCTuses_medicare_premium_data_fromDB_MDBRSDI-ACCT processes Medicare premium data covered by the Medicare Database SORN.2007-09-275Historical detailed architecture; exact current interface mechanism not inferred.R57_REL031APP_RSDI_ACCTproducesDATA_RSDI_ACCOUNTING_TOTALSRSDI-ACCT accumulates accounting-control, payment-certification, trust-fund and statistical totals.2007-09-275Data-product/function relationship.R57_REL032DATA_RSDI_ACCOUNTING_TOTALSused_to_validateSYS_MBRSSA states accounting totals are used to ensure MBR integrity and benefit-payment accuracy.2007-09-275Validation/accounting relationship; not a claim that totals are written into MBR.R57_REL033APP_IDMS_DISuses_master_fileDB_DCF2017 PIA states IDMS uses DCF as its master file/master repository.2017-02-135Current catalog still lists IDMS; exact 2026 component topology is not inferred.R57_REL034APP_DCFSsubsystem_ofAPP_IDMS_DIS2017 PIA lists DCFS as an IDMS subsystem.2017-02-135Historical/current-catalog parent relationship.R57_REL035APP_DCFSuses_master_repositoryDB_DCFDCFS functions are represented by the DCF master repository for disability decision and post-entitlement data.2017-02-135Distinguishes system wrapper from file/repository.R57_REL036DB_DCFreads_and_updates_according_toSYS_MEF2017 IDMS PIA explicitly states DCF reads and updates according to MEF.2017-02-135Interface/transport and direction of individual field writes are not public; wording mirrors source.R57_REL037DB_DCFreads_and_updates_according_toSYS_SSR2017 IDMS PIA explicitly states DCF reads and updates according to SSR.2017-02-135Do not infer unrestricted write access or current transport details.R57_REL038DB_DCFreads_and_updates_according_toSYS_MBR2017 IDMS PIA explicitly states DCF reads and updates according to MBR.2017-02-135Do not infer unrestricted write access or current transport details.R57_REL039SVC_EN_PORTALsecure_web_interface_forAPP_ITOPSS2017 PIA says EN and State VR users conduct Ticket to Work business through the secure EN Portal in the iTOPSS subsystem.2017-02-135Historical portal boundary; current implementation/name unverified.R57_REL040APP_BSASsubsystem_ofAPP_IDMS_DIS2011 BOND PIA and 2017 IDMS PIA place BSAS within IDMS.2017-02-135BSAS later became obsolete after BOND ended.R57_REL041SVC_BWSsubsystem_ofAPP_IDMS_DISBOND Web Services is documented as an IDMS subsystem.2017-02-135Historical project relationship.R57_REL042APP_BODSsends_data_viaSVC_BWSBODS generated study/earnings data for one-way transfer through BWS.2011-01-195Historical BOND architecture.R57_REL043SVC_BWStransfers_one_way_toAPP_BSASBWS provided the one-way data exchange from BODS to BSAS.2011-01-195Historical BOND architecture.R57_REL044APP_BSASfeeds_processing_toAPP_MACADEIDMS PIA says BWS/BSAS data supported MACADE batch automated processing and manual alerts/exceptions.2017-02-135Historical BOND processing path; does not imply current operation.R57_REL045APP_BDCSprovides_participant_data_toAPP_BODS2017 IDMS PIA describes BODS storing information from BDCS for contractor analysis/reporting.2017-02-134PIA table has wording inconsistency between BDCS/BODS rows; relationship is retained with reduced confidence and a conflict note.R57_REL046APP_BODShistorically_externally_hosted_relative_toAPP_IDMS_DIS2011 BOND PIA states BODS was housed outside SSA firewalls while BWS and BSAS were inside.2011-01-195Hosting is historical and project-specific; no current hosting inference.R57_REL047APP_ETOsupportsAPP_ITOPSS2017 PIA lists ETO as a TTW-supporting case-management application alongside IDMS ticket operations.2017-02-134Logical program support relationship; exact integration mechanism not documented.R57_REL048APP_BPSanalyzes_program_data_forAPP_BSASBPS analyzed SSA/RSA/DOL information for BOND evaluation; modeled as part of the same demonstration ecosystem, not as a direct technical interface.2017-02-133No direct BPS-to-BSAS transport is documented; relationship is analytical/ecosystem only.R57_REL049SYS_MBRcreates_monthly_award_action_fileDATA_MBR_MONTHLY_AWARD_ACTION_FILESSA methodology states that each month, when MBR is updated, a record/file of award actions is created.2026-035Statistical-production lineage; underlying ETL/tooling not identified.R57_REL050DATA_MBR_MONTHLY_AWARD_ACTION_FILEcombined_intoDATA_OASDI_ANNUAL_AWARD_FILETwelve monthly MBR award-action files are combined to produce the annual file.2026-035Documented 100-percent award-data production path.R57_REL051DATA_OASDI_ANNUAL_AWARD_FILEused_to_prepare_award_statistics_forREPORT_STAT_SUPP_2026Annual 100-percent award file is the documented production source for Supplement award statistics; 2026 Supplement remains in staged release.2026-10-054Methodology is documented in the 2025 edition completed in 2026; relationship to 2026 publication family is highly plausible but exact 2026 Appendix B text is not yet published, so confidence is reduced.R58_REL001APP_TCVQlocated_onAPP_DXQMSSA current catalog says field offices request returned-check SSN information through TCVQ located on DXQM.2026-08-065No hosting or database technology is inferred.R58_REL002APP_PAYMTproducesDATA_SSI_PAYMENT_FILESExisting validated PAYMT architecture describes production of SSI payment files; the current Federal Data Catalog independently catalogs SSI Payment Files as files sent to Treasury.2026-10-054Relationship joins a previously validated PAYMT function to the newly cataloged current data asset; physical file format/staging is unresolved.R58_REL003DATA_SSI_PAYMENT_FILESsent_toORG_TREASURYCurrent Federal Data Catalog explicitly states the SSI Payment Files are sent to the Department of Treasury to pay SSI recipients.2026-08-055Transport and cadence not disclosed by this source.R58_REL004PROC_OHO_VE_BPAusesSVC_FEDCONNECTSSA says that when a VE BPA solicitation is active, all interested vendors must register and apply through FedConnect.2026-10-055SSA says there is no active VE BPA solicitation at observation time.R58_REL005PROC_OHO_VE_BPAoperated_byORG_OHOSSA describes VEs as providing services under BPA arrangements for the Office of Hearings Operations.2026-10-055Process relationship; not a contract award claim.R58_REL006PROC_AWI_CALCconsumesDATA_AWI_RAW_WAGEOACT says the change in latest raw average wage over the prior year is applied in calculating the next AWI.2026-10-055Formula-level lineage only.R58_REL007PROC_AWI_CALCproducesDATA_AWI_SERIESOACT publishes the national AWI series and states the calculation used to produce each next index value.2026-10-055Production platform not disclosed.R58_REL008SYS_MEFprovides_wage_basis_forPROC_AWI_CALCSSA historical earnings documentation says the MEF Detail Segment retains IRS-taxable wages from W-2 records and that this wage field is used in calculating the national average wage.2009-104Strong historical lineage; does not establish the exact current OACT extraction job, interface, or platform.R58_REL009DATA_CARavailable_inAPP_EVIEWHALLEX says the court legal assistant informs OGC that the completed CAR is available in eView.2023-06-265Represents availability, not a claim that eView is the sole storage repository.R58_REL010PROC_CAR_USAO_ROUTINGusesAPP_EVIEWElectronic CAR routing begins with the completed record available in eView.2023-06-265R58_REL011PROC_CAR_USAO_ROUTINGusesSVC_USAFXHALLEX directs upload of the completed CAR and segments, when appropriate, to USAfx.2023-06-265R58_REL012PROC_CAR_USAO_ROUTINGusesAPP_ARPSHALLEX directs staff to complete the case-analysis section, close to-do items/diaries, enter CAR page count/routing information, and close the case in ARPS as part of CAR routing.2023-06-265R58_REL013SVC_USAFXroutes_toORG_USAOHALLEX identifies USAfx as the upload channel used when routing the CAR to the United States Attorney's Office for federal-court filing.2023-06-265Ownership and downstream court-filing mechanics are not disclosed.R58_REL014PROC_OHO_ADDRESS_VERIFYchecksAPP_HACPSCurrent HALLEX requires OHO staff to check HACPS for updated claimant address information before specified notices/contact actions.2026-10-055R58_REL015PROC_OHO_ADDRESS_VERIFYchecksQRY_FACTCurrent HALLEX requires the MBR Full Account Query (FACT) for Title II address verification.2026-10-055FACT is treated as query access to MBR, not an independent address master.R58_REL016PROC_OHO_ADDRESS_VERIFYchecksQRY_SSIDCurrent HALLEX requires SSID for Title XVI address verification.2026-10-055SSID is treated as a query/display, not the authoritative repository itself.R58_REL017PROC_OHO_ADDRESS_VERIFYchecksAPP_MDW_AICurrent HALLEX requires MDW for either title when checking for updated address/contact information.2026-10-055R58_REL018PROC_OHO_ADDRESS_VERIFYchecksAPP_PUPSCurrent HALLEX includes PUPS among queries staff must check for updated address/contact information.2026-10-055This does not make PUPS an address master.R58_REL019PROC_OHO_ADDRESS_VERIFYmay_checkAPP_ORSHALLEX notes updated address/contact information may also be found in medical evidence or the Online Retrieval System.2026-10-055ORS is an additional source, not a master-record update path.R58_REL020APP_QCHECKincludes_queryAPP_MDW_AIHALLEX states QCHECK includes MDW.2026-10-055Runtime implementation requires later technical corroboration.R58_REL021APP_QCHECKincludes_queryQRY_FACTHALLEX states QCHECK includes FACT.2026-10-055R58_REL022APP_QCHECKincludes_queryQRY_SSIDHALLEX states QCHECK includes SSID.2026-10-055R58_REL023PROC_T2_UNDELIV_ADDRESSusesFORM_E3759Current Title II whereabouts/undeliverable-mail procedures direct FO/PC staff to send E3759 or an equivalent DPS locate letter to the beneficiary financial institution when direct deposit exists and the beneficiary cannot be located.2026-10-055R58_REL024FORM_E3759sent_toORG_BENEFICIARY_FIE3759 is addressed to the financial institution where the beneficiary receives direct deposit and requests the current mailing address.2026-10-055R58_REL025ORG_BENEFICIARY_FIprovidesDATA_FI_BENEFICIARY_ADDRESSPOMS permits a financial institution to provide beneficiary address information to SSA for this Title II locate purpose under the cited RFPA exception.2026-10-055This is address-development data, not SSI AFI account-verification data.R58_REL026DATA_FI_BENEFICIARY_ADDRESSentered_viaAPP_POSExisting current Title II address-development policy states a new address obtained from a financial institution can be input through POS.2026-10-055Manual/authorized post-entitlement action; no automatic FI-to-MBR write is inferred.R58_REL027DATA_TITLEII_ZIP_FLAGstored_onSYS_MBRPOMS defines the Title II ZIP Code Flag as a status/control field on the Title II record and states P indicates the MBR address changed from USPS NCOA information.2026-10-055Policy page dates to 2011; field semantics are preserved without inferring implementation technology.R58_REL028DATA_TITLEII_ZIP_FLAG_DATEstored_onSYS_MBRPOMS states the ZIP Code Flag Date is the month/year the flag applies to the MBR.2026-10-055R58_REL029PROC_NCOA_TITLEIIsetsDATA_TITLEII_ZIP_FLAGPOMS states NCOA processing automatically generates ZIP flags L, P, and X to represent processing status.2026-10-055R58_REL030DATA_ZDPCgenerated_byAPP_ZIP4_SOFTWARESSA ZIP-maintenance policy states the ZDPC is determined by ZIP+4 Software.2026-10-055Existing ZIP+4 software entity is retained; no vendor/product version is inferred.R58_REL031DATA_ZDPCannotated_toSYS_MBRSSA policy states the ZIP Maintenance Operation automatically generates and annotates ZDPC to the MBR.2026-10-055R58_REL032DATA_ZDPCannotated_toSYS_SSRSSA policy states the ZIP Maintenance Operation automatically generates and annotates ZDPC to the SSR.2026-10-055R58_REL033APP_CHIPuses_numident_utilityUTIL_GUNSCHIPCurrent September 29, 2026 SSA inventory names CHIP among applications using the GUNSCHIP/GUNPUC03 utility family to obtain Numident data.2026-09-294Inventory names the utility family collectively; it does not prove CHIP calls both utilities in every transaction.R58_REL034APP_CHIPuses_numident_utilityUTIL_GUNPUC03Current September 29, 2026 SSA inventory names CHIP among applications using the GUNSCHIP/GUNPUC03 utility family to obtain Numident data.2026-09-294Inventory names the utility family collectively; it does not prove CHIP calls both utilities in every transaction.R58_REL035APP_PEBESuses_numident_utilityUTIL_GUNSCHIPCurrent September 29, 2026 SSA inventory names PEBES among applications using the GUNSCHIP/GUNPUC03 utility family to obtain Numident data.2026-09-294Inventory names the utility family collectively; it does not prove PEBES calls both utilities in every transaction.R58_REL036APP_PEBESuses_numident_utilityUTIL_GUNPUC03Current September 29, 2026 SSA inventory names PEBES among applications using the GUNSCHIP/GUNPUC03 utility family to obtain Numident data.2026-09-294Inventory names the utility family collectively; it does not prove PEBES calls both utilities in every transaction.R59_REL001EX_EABpopulatesDATA_NUMIDENT_EAB_PARENTAGEState vital-statistics birth-registration data, including parent names, are transmitted to SSA through EAB and represented on an EAB Numident iteration.2026-10-055R59_REL002DATA_NUMIDENT_EAB_PARENTAGEstored_inSYS_NUMIDENTCurrent POMS identifies FMC=6 and MNA/FNA values on the child’s EAB Numident iteration.2026-10-055R59_REL003ORG_BENEFICIARY_FIprovidesDATA_DIRECT_DEPOSIT_NOCThe beneficiary financial institution uses a NOC to send routing/account changes to SSA.2026-10-055R59_REL004DATA_DIRECT_DEPOSIT_NOCroutes_throughTECH_ACHFinancial institutions transmit NOCs to SSA electronically through ACH.2026-10-055R59_REL005DATA_DIRECT_DEPOSIT_NOCupdatesSYS_MBRPOMS says NOC information appears on the Title II record; MBR is the Atlas canonical Title II master-record endpoint. The source does not name MBR in this specific NOC sentence.2026-10-054R59_REL006DATA_DIRECT_DEPOSIT_NOCupdatesSYS_SSRPOMS says NOC information appears on the Title XVI record; SSR is the Atlas canonical Title XVI master-record endpoint. The source does not name SSR in this specific NOC sentence.2026-10-054R59_REL007DATA_DIRECT_DEPOSIT_PRENOTEprovided_toORG_BENEFICIARY_FIActive POMS defines Prenote as notice that SSA will soon begin sending payments to the account; no internal generating system is established.2026-10-054R59_REL008DATA_DNEroutes_throughORG_FRBRSSA POMS states DNE is sent through the Richmond Federal Reserve Bank.2026-10-055R59_REL009DATA_DNEroutes_throughTECH_ACHRFRB passes DNE information through ACH to the U.S. financial institution.2026-10-055R59_REL010DATA_DNEprovided_toORG_BENEFICIARY_FIDNE is sent to the financial institution receiving the beneficiary/recipient direct deposit.2026-10-055R59_REL011SYS_MBRtriggers_generation_ofDATA_DNEAutomated DNE processing begins when verified death is posted/termination appears on the Title II record.2026-10-054R59_REL012SYS_SSRtriggers_generation_ofDATA_DNEAutomated DNE processing begins when verified death is posted/termination appears on the Title XVI record.2026-10-054R59_REL013DATA_DNEinitiatesPROC_EFT_RECLAMATIONDNE issuance starts the timing sequence leading to automated reclamation requests when payments are not returned.2026-10-055R59_REL014PROC_EFT_RECLAMATIONproducesDATA_ESTOP_SF1184Automated reclamation processing sends an E-stop/SF-1184 request for outstanding post-death EFT payments.2026-10-055R59_REL015DATA_ESTOP_SF1184provided_toORG_TREASURYSSA sends the automated E-stop reclamation request to Treasury.2026-10-055R59_REL016PROC_EFT_RECLAMATIONrecords_status_inDB_PHUSFor Title II, POMS states PHUS shows E-stop information sent to Treasury and related payment/reclamation history.2026-10-055R59_REL017PROC_CORRESPONDENT_BANKINGusesDB_RTNDCorrespondent-banking policy directs staff to the RTND screen for the U.S. financial institution routing number.2026-10-055R59_REL018PROC_CORRESPONDENT_BANKINGusesEX_ENRA U.S. FI may directly input correspondent-banking enrollment information through Auto Enrollment.2026-10-055R59_REL019EX_ENRupdatesSYS_MBRCorrespondent-banking POMS explicitly states the U.S. FI can directly input information to MBR through Auto Enrollment.2026-10-055R59_REL020DATA_DSI_EOL_QAsupportsPROC_DQR_QUALITY_REVIEWThe cataloged dataset contains sampled disability cases for end-of-line quality-assurance reviews. Mapping to the Atlas DQR process is functional rather than proof of a specific QRCPS physical interface.2026-10-054R59_REL021FORM_SSA1774used_withinPROC_DQR_QUALITY_REVIEWDQR completes the Request for Corrective Action to return specified deficiencies to the adjudicating component.2026-10-055R59_REL022APP_QRCPSpropagates_data_toFORM_SSA1774Current POMS says DQR case-processing information electronically propagates most SSA-1774-U5 sections; QRCPS is the currently validated DQR case-processing system.2026-10-054R59_REL023SYS_SSRsource_forREPORT_SSI_ASR_2025SSI applications tables identify SSR as the 100-percent administrative data source.2026-10-055R59_REL024SYS_MBRsource_forREPORT_SSI_ASR_2025Combined Social Security/SSI recipient tables identify MBR together with SSR as 100-percent administrative data sources.2026-10-055R59_REL025DATA_DISABILITY_RESEARCH_FILEsource_forREPORT_SSI_ASR_2025The disability-application outcome section is derived from the Disability Research File.2026-10-055R59_REL026DB_DIODSsource_forDATA_SSA_DISABILITY_CLAIM_DATASSA states the disability claim receipt, determination, and favorable determination data in this public product come entirely from DIODS.2026-10-055R59_REL027SYS_MBRsource_forREPORT_DI_ASR_2024Current-beneficiary tables and award tables from 2012 onward use MBR 100-percent data.2026-10-055R59_REL028DATA_AWARD_TERMINATION_TRANSACTIONsource_forREPORT_DI_ASR_2024Historical disability award/termination tables use the Annual Award and Termination Transaction file for documented years during 2000-2011.2026-10-055R59_REL029REPORT_STAT_SUPP_2026redirects_section_toORG_SSA_OCACTThe 2026 Supplement discontinues section 4.A Trust Funds because those tables are already published by Actuarial Services.2026-10-055R59_REL030REPORT_STAT_SUPP_2026redirects_section_toORG_SSA_OCACTThe 2026 Supplement discontinues section 4.C Insured Workers because those tables are already published by Actuarial Services.2026-10-055R60_REL001DB_NIDDreference_used_byAPP_SSNAPCurrent POMS directs enumeration employees to review NIDD when an identity document is absent from the standard Enumeration System dropdown.2026-10-055NIDD is modeled as reference data; no direct runtime API is inferred.R60_REL002DB_NIDDcan_populate_document_options_inAPP_SSNAPCurrent POMS states regional coordinators use the NIDD User Guide to load acceptable identity documents into SSNAP.2026-10-055R60_REL003SVC_DOCUTECTORreference_available_throughAPP_DVWCurrent POMS identifies Docutector as a visual-standard resource available through SSA document-verification resources/DVW.2026-10-055R60_REL004DB_NIDDreference_available_throughAPP_DVWCurrent POMS identifies NIDD among document-verification resources accessible through the Document Verification Website.2026-10-055R60_REL005APP_DVWsupports_document_authenticity_review_forAPP_SSNAPEnumeration staff use DVW visual-reference resources while reviewing evidence submitted for SSN-card processing.2026-10-055Workflow support relationship only; no automated write-back to SSNAP is inferred.R60_REL006DATA_DISALLOWED_APP_FILEconsulted_during_identity_assessment_forAPP_SSNAPPOMS identifies an applicant record on the Disallowed Application File as an indicator that identity may be questionable during SSN evidence review.2026-10-054The source establishes policy use but not whether the check is automated inside SSNAP or performed through a separate query.R60_REL007WORK_SSNAP_SUSPECT_HOLDholds_pending_applications_forAPP_SSNAPSuspect evidence is entered into SSNAP and may remain in Suspect Status while verification with the issuing agency is completed.2026-10-055R60_REL008PROC_SSNAP_OTSPpart_ofAPP_SSNAPOTSP is an SSNAP/Enumeration System option for exception evidence processing.2026-10-055R60_REL009PROC_SSNAP_OTSPused_with_reference_toDB_NIDDWhen a document is absent from the normal SSNAP dropdown, policy uses NIDD review and may direct selection of OTSP.2026-10-055Does not imply every OTSP case originates in NIDD.R60_REL010DATA_DIFSLA_FINDERinput_toEX_CMA1016_IRS_DISFLASSA supplies the CMA 1016 DIFSLA finder/tickler file containing SSN and name control for requested individuals.2026-10-055R60_REL011DATA_DIFSLA_FINDERvalidated_againstDB_IRS_NAP_DM1IRS initially validates all SSA SSNs and name controls in the finder data against NAP-DM1.2026-10-055R60_REL012DATA_DIFSLA_FINDERmatched_againstDB_IRS_IRMFAfter identifier validation, IRS matches the SSA finder information against IRMF through DIFSLA.2026-10-055R60_REL013DB_IRS_IRMFproducesDATA_DIFSLA_RESPONSECMA 1016 states IRS extracts and discloses unearned-income return information from IRMF in response to SSA-identified individuals.2026-10-055R60_REL014DATA_DIFSLA_RESPONSEresponse_forEX_CMA1016_IRS_DISFLAIRS provides response records under CMA 1016/DIFSLA for the individuals identified by SSA.2026-10-055R60_REL015DATA_DIFSLA_RESPONSEcontainsDATA_DIFSLA_PAYEE_ADDRESSThe DIFSLA response includes payee name and mailing address.2026-10-055R60_REL016DATA_DIFSLA_RESPONSEcontainsDATA_DIFSLA_PAYER_ADDRESSThe DIFSLA response includes payer name and address.2026-10-055R60_REL017EX_CMA1016_IRS_DISFLAuses_sourceDB_IRS_IRMFThe current signed agreement explicitly identifies IRMF as the IRS system matched through DIFSLA.2026-10-055R60_REL018APP_FASusesAPP_FAS_SMSThe Functional Assessment Study uses computerized adaptive testing through the Calibration Study Management System.2026-10-055R60_REL019APP_FAS_SMSincludes_moduleAPP_FAS_QDSThe current PIA describes QDS as one of two discrete SMS modules.2026-10-055R60_REL020ORG_WESTATbuilt_and_hostsAPP_FAS_SMSThe PIA states Westat built the CAT Calibration SMS and houses it.2026-10-055R60_REL021ORG_BU_HDRIsubcontracts_data_collection_toORG_WESTATThe PIA states BU-HDRI subcontracted with Westat to assist with study data collection.2026-10-055R60_REL022ORG_NIH_CRC_RMDsubcontracts_research_work_toORG_BU_HDRIThe PIA states NIH CRC/RMD subcontracted with BU-HDRI to develop CAT instruments and questions.2026-10-055R60_REL023ORG_NIH_CRC_RMDconductsAPP_FASThe PIA identifies NIH CRC/RMD as conducting the Functional Assessment Study sponsored by SSA ODP.2026-10-055R60_REL024APP_FASprovides_claimant_pii_toORG_WESTATThrough NIH CRC/RMD and BU-HDRI, SSA ODP provides Westat claims-related PII including name, age, sex, address, SSN, email address, and impairment allegations.2026-10-055This is study-scoped data sharing; no general SSA-to-Westat feed is inferred.R60_REL025APP_800_EMPVERauthenticates_viaAPP_IRESThe current TNEV PIA states the automated telephone application uses IRES user ID and password credentials to authenticate users.2026-10-055Potential transition conflict retained: current BSO web access uses Login.gov/ID.me while this current-listed TNEV PIA still documents IRES.R60_REL026MODEL_OACT_BEN_SRsupports_projection_inREPORT_TRUSTEES_2026The 2026 Trustees Report says Actuarial Services uses a short-range model for the first 10 years of beneficiary projections.2026-10-055R60_REL027MODEL_OACT_BEN_LRsupports_projection_inREPORT_TRUSTEES_2026The 2026 Trustees Report says Actuarial Services uses a separate long-range beneficiary model after the first 10 years.2026-10-055R61_REL001SURVEY_NBS_1982source_forDATA_NBDSSSA identifies the 1982 national New Beneficiary Survey as the initial survey basis for NBDS.2026-10-055R61_REL002SURVEY_NBF_1991expandsDATA_NBDSSSA says the 1991 New Beneficiary Follow-up expanded NBDS with a second round of interviews and updated longitudinal measures.2026-10-055R61_REL003DATA_NBDS_ADMIN_PUFcomponent_ofDATA_NBDSSSA publishes public-use administrative-data files for NBDS respondents and spouses as part of the NBDS data resource.2026-10-055R61_REL004DATA_NBDS_PUFpublishes_fromDATA_NBDSThe Federal Data Catalog describes the public-use files as releases from NBDS.2026-10-055R61_REL005DATA_NBDS_ADMIN_PUFpart_ofDATA_NBDS_PUFThe SSA NBDS landing page includes public-use administrative data as a component of the released NBDS public-use files.2026-10-055R61_REL006ORG_OHOproducesDATA_OHO_AVG_WAIT_MONTHLYOHO publishes the monthly Average Wait Time Until Hearing Held report for its hearing offices and national hearing centers.2026-10-055R61_REL007ORG_OHOproducesDATA_OHO_AVG_WAIT_HISTSSA Open Data identifies the historical national hearing-held processing-time series as an appeals-operation dataset.2026-10-055R61_REL008DATA_OHO_AVG_WAIT_MONTHLYextends_historical_reporting_afterDATA_OHO_AVG_WAIT_HISTSSA states the separate monthly office dataset provides more current data beginning September 2010, while the historical annual dataset covers FY1989-2009.2026-10-055Relationship describes publication continuity only, not a shared physical production pipeline.R61_REL009DATA_OASDI_STATE_COUNTY_2025derived_fromSYS_MBRSSA states that the OASDI state-and-county statistics are derived from the Master Beneficiary Record, the principal administrative file of Social Security beneficiaries.2026-10-055R61_REL010DATA_USPS_NATIONAL_ZIP4produced_byORG_USPSSSA identifies the national ZIP+4 file used in this publication as produced by the U.S. Postal Service.2026-10-055R61_REL011PROC_OASDI_STATE_COUNTY_ASSIGNusesSYS_MBRThe publication method begins with MBR beneficiary/payee address data for state/county designation.2026-10-055R61_REL012PROC_OASDI_STATE_COUNTY_ASSIGNusesDATA_USPS_NATIONAL_ZIP4SSA uses the USPS national ZIP+4 file to improve county assignment where ZIP Code areas cross county boundaries.2026-10-055R61_REL013PROC_OASDI_STATE_COUNTY_ASSIGNuses_representative_payee_location_for_payee_casesDOM_REPPAYEESSA states that when a beneficiary has a representative payee, the publication assigns state and county based on the representative payee, not the beneficiary.2026-10-055R61_REL014PROC_OASDI_STATE_COUNTY_ASSIGNproducesDATA_OASDI_STATE_COUNTY_2025The documented geographic-assignment method supports the 2025 state-and-county publication.2026-10-055R61_REL015DATA_SSI_STATE_COUNTY_2025derived_fromSYS_SSRSSA states that the SSI state-and-county statistics are drawn from the Supplemental Security Record, the principal administrative data file for SSI.2026-10-055R61_REL016FORM_SSA89authorizes_disclosure_throughAPP_ECBSVSSA eCBSV guidance accepts Form SSA-89 as written consent authorizing disclosure of SSN verification results to permitted entities/financial institutions.2026-10-055R61_REL017FORM_SSA89used_for_consent_inAPP_CBSVSSA CBSV enrollment instructions include a current copy of Form SSA-89 in the user agreement package.2026-10-055R61_REL018PROC_SSA_DNP_REVISED_SCHEDULEcoordinated_withSVC_DNPTreasury states Do Not Pay participated with SSA and Federal Disbursement Services in the revised recurring-payment schedule.2026-10-055R61_REL019PROC_SSA_DNP_REVISED_SCHEDULEcoordinated_withORG_FDSTreasury states Federal Disbursement Services participated with Do Not Pay and SSA in the revised schedule.2026-10-055R61_REL020ORG_FDSpart_ofORG_TREASURYFederal Disbursement Services is identified on a Bureau of the Fiscal Service page within the Department of the Treasury context.2026-10-054Organizational hierarchy recorded at Treasury level; no lower-level org-chart claims are inferred.R61_REL021ORG_SSA_OAGrequires_applicant_registration_viaSVC_SAM_GOVSSA OAG instructs grant applicants to register or update their registration on SAM.gov.2026-10-055R61_REL022ORG_SSA_OAGroutes_competitive_grant_applications_viaSVC_GRANTS_GOVSSA OAG instructs applicants for competitive discretionary grants to submit through Grants.gov.2026-10-055R61_REL023ORG_SSA_OAGroutes_continuation_grant_applications_viaSVC_GRANTSOLUTIONSSSA OAG instructs applicants for continuation grants to submit through GrantSolutions when stipulated in the announcement.2026-10-055R61_REL024NETWORK_TEFCAsupports_use_caseUSECASE_TEFCA_GBDSSA says selecting eHealth Exchange as its QHIN strengthens SSA’s Government Benefits Determination use case under TEFCA.2026-10-055R61_REL025ORG_EHEALTH_EXCHANGEqhin_supportsUSECASE_TEFCA_GBDSSA selected eHealth Exchange as its QHIN for TEFCA testing in support of disability medical-evidence exchange and the Government Benefits Determination use case.2026-10-055R61_REL026APP_DIPSverifies_againstSYS_NUMIDENTOIG describes DIPS as verifying state death reports before death information is recorded to Numident; the underlying audit identifies Numident matching as one rejection-check category.2026-10-055This relationship supplements the existing DIPS -> Numident update relationship; it does not imply every verification check is a direct Numident query.R61_REL027EX_IEDRprocessed_throughAPP_DIPSOIG documents DIPS as the verification system for state death reports before accepted death information is posted to SSA records.2026-10-054I-EDR is one documented state vital-statistics submission channel; OIG discusses state death reports generally, so confidence is below maximum for channel-specific routing.R62_REL001DB_ACT_TORreports_forAPP_ACTCatalog describes this as the tactical/operational reporting data store for ACT.2026-10-055R62_REL002DB_EMAC2supportsPROC_PUBLIC_INQUIRY_CORREMAC 2 provides a production data-store environment for control/tracking of high-priority correspondence in the Office of Public Inquiries.2026-10-055R62_REL003DB_OPI_CORRESP_CONTROLsupportsPROC_PUBLIC_INQUIRY_CORROPI Correspondence Control System provides a production data-store environment for control/tracking of high-priority OPI correspondence.2026-10-055R62_REL004DB_CONTROL_TRACK_WSsupportsUTIL_ESVC_CONTROL_TRACKCatalog says the data asset stores submission control numbers and status inserts to support eServices Control And Tracking.2026-10-055R62_REL005SVC_CONTROL_TRACK_WS_MIsupportsUTIL_ESVC_CONTROL_TRACKCatalog describes a web service that processes application requests for control-number submissions and status inserts in the same eServices control/tracking function.2026-10-054R62_REL006PROC_SSIDPPidentifies_duplicate_records_inSYS_SSRSSIDPP selects and resolves duplicate SSI records to prevent duplicate payments and maintain SSR integrity.2026-10-055R62_REL007PROC_SSIDPPusesSYS_NUMIDENTCase material includes Numident data for affected SSNs.2026-10-055R62_REL008PROC_SSIDPPusesQRY_SSIDCase material includes Supplemental Security Income Displays for affected records.2026-10-055R62_REL009PROC_SSIDPPproduces_or_usesDATA_SSIDPP_CASE_CONTROLCase material includes case control sheets for both SSNs affected.2026-10-055R62_REL010DATA_SSR_M1stored_inSYS_SSRCurrent duplicate-record procedure directs cross-reference SSN entries into the SSR M1 field.2026-10-055R62_REL011DATA_SSR_MAstored_inSYS_SSRCurrent duplicate-record procedure uses the SSR MA field when the duplicate SSN was also issued through enumeration.2026-10-055R62_REL012PROC_SSIDPPwrites_identity_cross_reference_toDATA_SSR_M1For duplicate records belonging to the same person, staff put the correct SSN on the terminated record and wrong SSN on the correct record in M1.2026-10-055R62_REL013PROC_SSIDPPconditionally_writes_enumeration_cross_reference_toDATA_SSR_MAIf the terminated-record SSN was also issued to the individual through enumeration, POMS directs input to MA as well as M1.2026-10-055R62_REL014PROC_SSIDPPmay_triggerDOM_PROGRAM_DEBTThe project explicitly identifies resulting overpayments for development when duplicate payments occurred.2026-10-055R62_REL015PROC_SSIDPPmay_useAPP_MSSICSFor duplicate/no-payment records with an unarchived MSSICS pending file, staff clear the pending file before T50 termination.2026-10-055R62_REL016WORK_SSI_E2_DIARYstored_inSYS_SSRAnnual systems COLA sets an E2 diary on the SSR when documented rental-subsidy/payment-status criteria are met.2026-10-055R62_REL017DATA_SSI_RENTAL_SUBSIDY_AMOUNTused_to_setWORK_SSI_E2_DIARYAn E2 diary is set when the rental subsidy amount is greater than zero for the most recent living-arrangement period and other criteria are met.2026-10-055R62_REL018WORK_SSI_E2_DIARYtriggers_development_ofDATA_SSI_CMRVE2 processing requires verification/update of rental amount and current market rental value for the relevant living-arrangement period.2026-10-055R62_REL019IFACE_SSI_DIRECT_SSRhas_screenUI_SSI_UDIAPOMS directs staff to clear an E2 diary via the UDIA screen in Direct SSR Update when specified development attempts fail.2026-10-055R62_REL020UI_SSI_UDIAclearsWORK_SSI_E2_DIARYUDIA is the documented Direct SSR Update screen used to clear the E2 diary in the stated condition.2026-10-055R62_REL021WORK_SSI_E2_DIARYuses_residence_context_fromUI_SSI_LRESRental-subsidy edits use the address state on the Residence Address and Jurisdiction page as part of the documented processing context.2026-10-054R62_REL022PROC_SSI_RESIDENCY_DETERMINATIONusesUI_SSI_LRESSSI residence determination relies on Residence Address and Jurisdiction information and policy-directed supporting evidence when needed.2026-10-055R62_REL023APP_MSSICSprefillsDATA_SSI_RES_STATE_COUNTYMSSICS/LRES can prefill state and county codes based on alleged residence and residence ZIP code.2026-10-055R62_REL024DATA_SSI_RES_STATE_COUNTYstored_inSYS_SSRPolicy directs staff to enter/correct state and county of residence on the SSR.2026-10-055R62_REL025PROC_SSI_RESIDENCY_DETERMINATIONupdatesDATA_SSI_RES_STATE_COUNTYStaff must overwrite incorrect prefilled state/county codes based on actual residence determination.2026-10-055R62_REL026UI_SSI_LRESstores_or_displaysDATA_SSI_RES_STATE_COUNTYLRES entries drive the state/county prefill from residence ZIP; resulting codes must be checked and corrected.2026-10-054R62_REL027DATA_SSI_RENTAL_SUBSIDY_AMOUNTdisplayed_or_evaluated_onUI_SSI_HOME_RENTCurrent E2 rental-subsidy edits explicitly evaluate the rental subsidy amount on the Home Ownership and Rental Liability page.2026-10-055R62_REL028WORK_SSI_E2_DIARYuses_rental_context_fromUI_SSI_HOME_RENTCurrent E2 edit logic evaluates rental subsidy amount from the Home Ownership and Rental Liability page when determining required living-arrangement actions.2026-10-055R62_REL029DATA_LAWFUL_PRESENCE_PROOFstored_or_evidenced_inSYS_MBRCurrent lawful-presence policy allows qualifying MBR LAW PRS proof/status coding to establish prior proof under stated conditions.2026-10-055R62_REL030DATA_LAWFUL_PRESENCE_PROOFstored_or_evidenced_inSYS_SSRCurrent policy allows qualifying SSR alien-status coding, corroborated by archived SSI claims screens, to establish prior proof under stated conditions.2026-10-055R62_REL031DATA_LAWFUL_PRESENCE_PROOFstored_or_evidenced_inAPP_MCSCleared/archived MCS CLLP/remarks information can establish lawful-presence evidence under stated conditions.2026-10-055R62_REL032DATA_LAWFUL_PRESENCE_PROOFstored_or_evidenced_inAPP_MSSICSCleared/archived MSSICS Alien Status/remarks information can establish lawful-presence evidence under stated conditions.2026-10-055R62_REL033SYS_NUMIDENTnot_accepted_as_evidence_forDATA_LAWFUL_PRESENCE_PROOFCurrent POMS expressly says Numident coding is not acceptable evidence of U.S. lawful presence for this claim-proof purpose.2026-10-055R62_REL034DATA_PI_ARNused_to_querySVC_SAVECurrent policy uses an Alien Registration Number/A-Number to query online SAVE and separately says ARN from the document is entered in Person Information.2026-10-055R62_REL035DATA_DHS_ADMISSION_NUMBERused_to_querySVC_SAVEAn Admission Number can be used as the query identifier for online SAVE.2026-10-055R62_REL036SVC_SAVEreturnsDATA_SAVE_ELIGIBILITY_STATEMENTThe SAVE response propagated to SSA includes an Eligibility Statement along with person and immigration-status data.2026-10-055R62_REL037DATA_SAVE_ELIGIBILITY_STATEMENTarchived_viaAPP_EPPolicy requires copies of immigration documentation and the SAVE response to be scanned/uploaded into the electronic folder, including through Evidence Portal.2026-10-055R62_REL038DATA_SAVE_ELIGIBILITY_STATEMENTviewed_or_archived_viaAPP_EVIEWPolicy names eView as an electronic-folder route for the copied immigration document and SAVE response.2026-10-055R62_REL039APP_ISSNRCverifies_state_identity_data_viaSVC_DLDViSSNRC policy lists participating jurisdictions for no-change replacement-card verification under AAMVA/DLDV.2026-10-055R62_REL040SVC_DLDVfacilitated_byORG_AAMVAPOMS explicitly labels the driver-license/state-ID verification participation column AAMVA/DLDV.2026-10-054R62_REL041APP_ISSNRCverifies_marriage_data_viaORG_NAPHSISiSSNRC policy separately lists NAPHSIS participation for last-name changes due to marriage.2026-10-055R62_REL042APP_DHS_SELF_CHECKpart_ofEX_EVERIFYPOMS states Self Check is a subsystem of E-Verify.2026-10-055R62_REL043APP_DHS_SELF_CHECKoperated_byORG_DHSPOMS states DHS owns and administers Self Check and E-Verify.2026-10-055R62_REL044APP_EV_STARsupports_case_resolution_forEX_EVERIFYSSA field offices/card centers must access EV-STAR to record E-Verify case resolution.2026-10-055R62_REL045APP_DHS_SELF_CHECKnot_accessible_inAPP_EV_STARPOMS explicitly says SSA staff do not access EV-STAR for Self Check cases.2026-10-055R62_REL046SVC_SELF_LOCKcontrols_ssn_use_inEX_EVERIFYSelf Lock can lock an SSN against use in E-Verify for the documented lock period.2026-10-055R62_REL047SVC_SELF_LOCKcontrols_ssn_use_inAPP_DHS_SELF_CHECKSelf Lock also blocks the SSN from use in Self Check while active.2026-10-055R62_REL048SVC_SELF_LOCKoperated_byORG_DHSSelf Lock is a DHS myE-Verify feature.2026-10-055R62_REL049EX_DTArequested_viaFORM_SSA157An agency requesting DTA must submit Form SSA-157 to ODXIA.2026-10-055R62_REL050EX_DTArequires_user_access_formFORM_SSA120Each designated employee who will use DTA requires an SSA-120 submitted to OIS.2026-10-055R62_REL051EX_DTAconditionally_requiresFORM_SSA222SSA-222 is required when the designated DTA user is an agency contractor.2026-10-055R62_REL052FORM_SSA120supports_pin_assignment_inDB_DTA_PIN_FILEAfter OIS approves required access forms, it assigns a PIN; user PII is attached to the PIN to capture transactions in the Privacy Act PIN File.2026-10-054R62_REL053DATA_DX_SOFTWARE_LICENSE_GRANTenables_external_use_ofTECH_FTMSExternal entities may receive test and production license grants for the sole purpose of communicating with SSA through the FTMS data-exchange environment.2026-10-055R62_REL054EX_CMA1038_BFS_SAVINGSmatches_againstDB_BFS_SAVINGS_SECURITY_REGCurrent SSI policy says the match compares qualifying SSI records against BFS savings security registration file.2026-10-055R62_REL055DB_BFS_SAVINGS_SECURITY_REGmaintained_byORG_BFSCurrent POMS identifies the matching source as BFS savings security registration file and separately describes BFS registration records.2026-10-055R62_REL056PROC_STP_CLAIMSautomates_processing_inDOM_MEDICARESSA says STP automates Medicare claims end-to-end from initial application through adjudication.2026-10-055R62_REL057UI_SSI_LRESdocuments_residence_separately_fromUI_SSI_APIDCurrent redetermination policy directs residence address to LRES and mailing address to APID when they differ.2026-10-055R63_REL001ORG_SSA_OAGadministersPROC_ACQ360_SURVEYOAG current guidance requires/encourages use of FAR 52.201-1 Acquisition 360 in SSA solicitations under stated thresholds.2026-10-055R63_REL002PROC_ACQ360_SURVEYapplies_to_solicitations_posted_viaSVC_SAM_GOVThe required Acquisition 360 provision is inserted into qualifying SSA solicitations posted to SAM.gov/Contract Opportunities.2026-10-055R63_REL003PROC_IRP_UPLOAD_DOCSaccessed_viaAPP_MYSSAIndividual representative payees authenticate into my Social Security and select Representative Payee Services before entering Upload Documents.2026-10-055R63_REL004PROC_IRP_UPLOAD_DOCSusesAPP_UPLOAD_DOCUMENTSThe workflow uses Upload Documents to submit eligible forms and evidence for a represented beneficiary.2026-10-055R63_REL005PROC_IRP_UPLOAD_DOCSrequires_authentication_viaSVC_LOGIN_GOVCurrent IRP instructions explicitly allow Login.gov authentication for my Social Security access.2026-10-055R63_REL006PROC_IRP_UPLOAD_DOCSrequires_authentication_viaSVC_IDMECurrent IRP instructions explicitly allow ID.me authentication for my Social Security access.2026-10-055R63_REL007APP_IRPPprovides_access_toAPP_UPLOAD_DOCUMENTSCurrent instructions place Upload Documents on the Representative Payee Services and beneficiary overview surfaces for individual payees.2026-10-054The source calls the customer surface Representative Payee Services rather than explicitly naming the iRPP acronym; relationship is mapped at reduced confidence to the existing iRPP entity.R63_REL008FORM_SSA_2574submitted_viaAPP_UPLOAD_DOCUMENTSCurrent Forms and IRP guidance make SSA-2574 available for electronic completion/upload through Upload Documents.2026-10-055R63_REL009FORM_SSA_2574available_asCAP_UPLOAD_CONVERSATIONALJuly 2026 Upload Documents guidance lists SSA-2574 among forms supported by the conversational forms capability.2026-10-055R63_REL010DATA_OASDI_PUF_2001derived_fromSYS_MBRSSA states the OASDI public-use microdata file is an extract of fields from MBR.2026-10-055Historical December 2001 extract; not a live operational interface.R63_REL011DATA_SSI_PUF_2001derived_fromSYS_SSRSSA states the SSI public-use microdata file is an extract of fields from SSR.2026-10-055Historical December 2001 extract; not a live operational interface.R63_REL012REPORT_SSI_ANNUAL_2026published_byORG_SSA_OCACTOACT publishes the 2026 SSI Annual Report as part of its actuarial/statistical program reporting.2026-10-055R63_REL013DATA_SSI_SINGLE_YEAR_2026supplementsREPORT_SSI_ANNUAL_2026The single-year tables are explicitly published as supplemental detail consistent with the 2026 SSI Annual Report.2026-10-055R63_REL014ORG_SSA_OCACTpublishesDATA_SSI_SINGLE_YEAR_2026OACT provides the supplemental single-year tables in HTML and Excel.2026-10-055R63_REL015APP_PER_TDR_MODELSsupports_case_selection_forPROC_PER_DISABILITY_REVIEWCurrent PER open-data documentation says PER uses a statistical model to identify favorable determinations with high probability of substantive error; this is aligned with the existing PER/TDR model entity.2026-10-054Public page does not name the application/model inventory entry verbatim; relationship retained at confidence 4.R63_REL016PROC_PER_DISABILITY_REVIEWproduces_public_resultsDATA_PER_REVIEW_2012_2016The public dataset contains annual national-level results of PER activity for FY2012-2016.2026-10-055R63_REL017PROC_DDS_ACCURACY_REVIEWreviews_determinations_fromORG_DDSSSA samples favorable and unfavorable initial medical determinations from state DDSs to assess accuracy.2026-10-055R63_REL018PROC_DDS_ACCURACY_REVIEWproduces_public_resultsDATA_DDS_ACCURACYThe DDS Accuracy public dataset presents results from the sampled quality-assurance reviews.2026-10-055R63_REL019APP_PER_TDR_MODELSsupports_case_selection_forPROC_DISABILITY_DENIAL_REVIEWCurrent denial-review documentation says SSA uses a statistical model to identify high-error-risk denied disability applications; mapped to the existing PER/TDR model family at reduced confidence.2026-10-054The Open Data page does not explicitly name the application inventory object.R63_REL020PROC_DISABILITY_DENIAL_REVIEWreviews_determinations_fromORG_DDSThe review examines denied disability cases adjudicated by DDSs for policy compliance and evidentiary support.2026-10-055R63_REL021PROC_DISABILITY_DENIAL_REVIEWproduces_public_resultsDATA_DISABILITY_DENIAL_REVIEWSThe public data file summarizes review counts, returns, reversals, and rates.2026-10-055R63_REL022DATA_HEARING_REPRESENTATION_HISTcovers_workload_ofORG_OHOThe historical dataset measures attorney and non-attorney representation among OHO hearing claimants.2026-10-055R63_REL023DATA_HEARING_RECEIPTS_PENDING_HISTcovers_workload_ofORG_OHOThe historical dataset reports hearing receipts and pending workload; SSA points to OHO for data after FY2009.2026-10-055R63_REL024DATA_ALJ_CASE_REVIEW_HISTcovers_quality_review_ofORG_OHOThe dataset reports post-effectuation quality-review agreement rates for ALJ disability hearing decisions.2026-10-055Review itself ended in 2019; this does not imply current ALJ post-effectuation review operation.R63_REL025DATA_DISABILITY_RECON_APTmeasures_workload_processed_byORG_DDSDisability reconsideration processing-time data covers claims requiring medical determinations handled through the DDS process and SSA quality/payment/notice steps.2026-10-054Elapsed-time metric spans end-to-end reconsideration processing; not all elapsed time belongs to DDS.R63_REL026PROC_DUAL_MBR_SSR_COAupdates_separatelySYS_MBRFor dually entitled SSI/RSDI cases, current POMS requires a separate input to change the MBR address.2026-10-055No single input changes both MBR and SSR.R63_REL027PROC_DUAL_MBR_SSR_COAupdates_separatelySYS_SSRFor dually entitled SSI/RSDI cases, current POMS requires a separate input to change the SSR address.2026-10-055No single input changes both MBR and SSR.R64_REL001APP_TITLEII_MAJORhas_documented_subsystemAPP_T2_BATCH_SUBSYS2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL002APP_TITLEII_MAJORhas_documented_subsystemAPP_T2_INFRA_SUBSYS2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL003APP_TITLEII_MAJORhas_documented_subsystemAPP_T2_DATA_EXCHANGE_GROUP2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL004APP_TITLEII_MAJORhas_documented_subsystemAPP_T2_PC_WORKLOADS2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL005APP_TITLEII_MAJORhas_documented_subsystemAPP_MBR_SELECTIONS_GROUP2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL006APP_TITLEII_MAJORhas_documented_subsystemAPP_MBR_UPDATE_GROUP2017 Title II PIA identifies this subsystem within the Title II Major Application.2026-10-055Time-scoped to 2017 system boundary.R64_REL007APP_T2_BATCH_SUBSYSannotates_or_updatesSYS_MBR2017 PIA says T2 Batch includes subprocesses that annotate MBR and compute benefit changes.2026-10-055Field-level behavior not specified.R64_REL008APP_T2_INFRA_SUBSYScoordinates_payment_transactions_withORG_TREASURY2017 PIA says T2 Infrastructure calculates check debits, credits, payments and overpayments in coordination with Treasury.2026-10-055Transport and Treasury endpoint not specified.R64_REL009APP_MBR_SELECTIONS_GROUPupdates_specific_data_onSYS_MBR2017 PIA says MBR Selections Group applications update specific data for COLA, adjustments, and special-format runs.2026-10-055Exact fields/jobs not identified.R64_REL010APP_MBR_UPDATE_GROUPmaintains_and_validatesSYS_MBR2017 PIA describes MBR Update Group as maintaining payment-history/data and checking and validating claim/post-entitlement actions.2026-10-054The source names the group rather than a distinct physical MBR database tier.R64_REL011APP_MBR_UPDATE_GROUPtransmits_records_toORG_TREASURY2017 PIA says MBR Update Group transmits Title II records to Treasury.2026-10-055Exact payment file/interface not identified by this PIA.R64_REL012APP_T2Rrelated_modern_processing_label_toAPP_T2_INFRA_SUBSYSCurrent POMS continues to use T2R transaction-processing terminology, while 2017 PIA named a broader T2 Infrastructure subsystem; exact lineage/boundary equivalence is unresolved.2026-10-053Cross-era relationship intentionally low confidence.R64_REL013APP_QAShas_documented_subsystemAPP_DICARS_LEGACY2018 QAS PIA identifies DICARS as a major QAS subsystem; later evidence shows DICARS was replaced by QRCPS by 2023.2026-10-055Historical relationship.R64_REL014APP_QAShas_documented_subsystemAPP_DQR_LEGACY2018 QAS PIA identifies DQR as a major QAS subsystem; later evidence shows legacy DQR was replaced by QRCPS.2026-10-055Historical relationship.R64_REL015APP_QAShas_documented_subsystemAPP_EQA2018 QAS PIA identifies eQA as a major QAS subsystem.2026-10-055eQA current production status not independently established.R64_REL016APP_NDDSSsends_sample_clearance_toAPP_DICARS_LEGACY2018 PIA says NDDSS federally samples cleared disability cases and passes clearance information electronically to DICARS.2026-10-055Historical DICARS path.R64_REL017APP_QASintegrates_claims_data_and_images_withREPO_EF2018 PIA says QAS subsystems integrate with the Electronic Disability Folder and upload claims data and images to the Electronic Folder.2026-10-055No transport mechanism inferred.R64_REL018APP_EQAcommunicates_viaAPP_EFI2018 PIA explicitly lists Electronic Folder Interface communication among eQA functions.2026-10-055No protocol inferred.R64_REL019APP_SSIRMhas_documented_componentPROC_SSI_ABLE_REPORTING2021 SSIRMS PIA identifies ABLE processing within SSIRMS.2026-10-055R64_REL020PROC_SSI_ABLE_REPORTINGreceives_monthly_data_fromDATA_SSI_ABLE_ACCOUNTState/designated-reporter monthly ABLE account information enters SSA through this process.2026-10-055Mode/file format not specified.R64_REL021DATA_SSI_ABLE_ACCOUNTstored_inAPP_MSSICS2021 SSIRMS PIA states ABLE accounts are stored in the MSSICS database.2026-10-055APP_MSSICS represents the documented MSSICS application/database boundary; physical DBMS unspecified.R64_REL022APP_SSIRMhas_documented_componentAPP_SSI_CMS_NH_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL023APP_SSIRMhas_documented_componentAPP_SSI_DHS_ICE_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL024APP_SSIRMhas_documented_componentAPP_SSI_DOD_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL025APP_SSIRMhas_documented_componentAPP_SSI_DOL_BLB_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL026APP_SSIRMhas_documented_componentAPP_SSI_IRS_P1099_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL027APP_SSIRMhas_documented_componentAPP_SSI_MBR_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL028APP_SSIRMhas_documented_componentAPP_SSI_MEF_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL029APP_SSIRMhas_documented_componentAPP_SSI_OCSE_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL030APP_SSIRMhas_documented_componentAPP_SSI_OPM_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL031APP_SSIRMhas_documented_componentAPP_SSI_RRB_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL032APP_SSIRMhas_documented_componentAPP_SSI_VA_INTERFACE2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL033APP_SSIRMhas_documented_componentAPP_SSI_SDX_SYSTEM2021 SSIRMS PIA names this interface/system as an SSIRMS subsystem.2026-10-055Component-level 2026 production status not assumed from 2021 PIA alone.R64_REL034APP_SSI_CMS_NH_INTERFACEreceives_records_fromORG_CMS2021 PIA says the subsystem compares records received from CMS with SSI records for unreported nursing-home admissions.2026-10-055R64_REL035APP_SSI_CMS_NH_INTERFACEfunctionally_corresponds_to_current_exchangeEX_CMS_NURSING_1076Current CMA 1076 covers CMS Title XIX facility admission/discharge matching; functional continuity is likely but exact application routing is not stated in the PIA.2026-10-054Do not infer exact transport.R64_REL036APP_SSI_DHS_ICE_INTERFACEreceives_records_fromORG_DHS2021 PIA says the subsystem compares DHS records with SSI records for immigration-status eligibility.2026-10-055R64_REL037APP_SSI_DHS_ICE_INTERFACEfunctionally_corresponds_to_current_exchangeEX_CMA1010_DHS_NONCITCurrent DHS noncitizen match serves related SSI eligibility/suspension functions; exact subsystem routing remains unproven.2026-10-054R64_REL038APP_SSI_DOD_INTERFACEfunctionally_corresponds_to_current_exchangeEX_CMA1004_DOD_RET2021 PIA documents DOD finder/return military payment data; current DoD Military Retirement Match corroborates a continuing exchange function.2026-10-054R64_REL039APP_SSI_DOL_BLB_INTERFACEfunctionally_corresponds_to_current_exchangeEX_CMA1015_DOL_BLB2021 PIA documents Black Lung Part B income transactions; current CMA 1015 corroborates the continuing Part B data match.2026-10-054R64_REL040APP_SSI_IRS_P1099_INTERFACEfunctionally_corresponds_toEX_SSI_IRS_10992021 PIA explicitly names the SSI/IRS Pension & 1099 interface; Atlas already contains the current SSI/IRS 1099 exchange product.2026-10-055Pension and 1099 subflows may have different match mechanics.R64_REL041APP_SSI_IRS_P1099_INTERFACEsupports_pension_match_processPROC_SSI_IRS_PENSION_MATCH2021 PIA interface receives pension data from IRS; current POMS separately validates the SSI IRS Pension Interface business process.2026-10-055R64_REL042APP_SSI_MBR_INTERFACEreads_income_and_entitlement_fromSYS_MBR2021 PIA says this interface inputs/edits/posts Title II income and Title XVIII entitlement into SSI processing.2026-10-055R64_REL043APP_SSI_MBR_INTERFACEposts_toSYS_SSR2021 PIA says the interface posts Title II income/Title XVIII entitlement to SSR.2026-10-055R64_REL044APP_SSI_MBR_INTERFACEposts_toAPP_MSSICS2021 PIA says the interface posts Title II income/Title XVIII entitlement to MSSICS.2026-10-055R64_REL045APP_SSI_MEF_INTERFACEreads_fromSYS_MEF2021 PIA says the interface inputs Master Earnings data.2026-10-055R64_REL046APP_SSI_MEF_INTERFACEposts_alerts_toSYS_SSR2021 PIA says the interface builds MEF transactions used to post alerts to SSR.2026-10-055R64_REL047APP_SSI_OCSE_INTERFACEreceives_wage_and_unemployment_data_viaEX_OCSE_SSI_WAGE_ALERT2021 PIA identifies OCSE wage/unemployment input; current Atlas exchange product represents OCSE state wage alerts.2026-10-054The PIA does not explicitly name the specific exchange-product implementation.R64_REL048APP_SSI_OCSE_INTERFACEposts_alerts_toSYS_SSR2021 PIA says wage and unemployment transactions are used to post alerts to SSR.2026-10-055R64_REL049APP_SSI_OPM_INTERFACEfunctionally_corresponds_to_current_exchangeEX_T16_OPM2021 PIA says OPM interface posts civil-service income to SSI records; current Title XVI/OPM exchange corroborates this functional relationship.2026-10-054R64_REL050APP_SSI_OPM_INTERFACEposts_income_toSYS_SSR2021 PIA says civil-service income transactions post to SSR.2026-10-055R64_REL051APP_SSI_OPM_INTERFACEposts_income_toAPP_MSSICS2021 PIA says civil-service income transactions post to MSSICS.2026-10-055R64_REL052APP_SSI_RRB_INTERFACEreceives_data_fromORG_RRB2021 PIA says RRB data enters this interface.2026-10-055R64_REL053APP_SSI_RRB_INTERFACEposts_income_toSYS_SSR2021 PIA says RRB income transactions post to SSR.2026-10-055R64_REL054APP_SSI_RRB_INTERFACEposts_income_toAPP_MSSICS2021 PIA says RRB income transactions post to MSSICS.2026-10-055R64_REL055APP_SSI_VA_INTERFACEfunctionally_corresponds_to_current_exchangeEX_VA_CMA10082021 PIA documents veterans income input; current VA Compensation and Pension Payment Match corroborates a continuing income exchange.2026-10-054R64_REL056APP_SSI_VA_INTERFACEposts_income_toSYS_SSR2021 PIA says veteran income transactions post to SSR.2026-10-055R64_REL057APP_SSI_VA_INTERFACEposts_income_toAPP_MSSICS2021 PIA says veteran income transactions post to MSSICS.2026-10-055R64_REL058APP_SSI_SDX_SYSTEMprovides_state_exchange_productEX_SDX2021 PIA identifies SSI SDX as the system providing States eligibility, payment, and demographic data; existing Atlas SDX entity represents the exchange product.2026-10-055Separates internal subsystem from outward exchange product.R64_REL059APP_SSOARShas_documented_componentAPP_APINET2020 SSOARS PIA names this subsystem/component.2026-10-055Current component status varies; see entity status.R64_REL060APP_SSOARShas_documented_componentAPP_APRS_SSOARS2020 SSOARS PIA names this subsystem/component.2026-10-055Current component status varies; see entity status.R64_REL061APP_SSOARShas_documented_componentAPP_SSOARS_FIS2020 SSOARS PIA names this subsystem/component.2026-10-055Current component status varies; see entity status.R64_REL062APP_SSOARShas_documented_componentAPP_SSOARS_SOA2020 SSOARS PIA names this subsystem/component.2026-10-055Current component status varies; see entity status.R64_REL063APP_SSOARSbased_onTECH_ORACLE_FED_FIN2020 PIA and FY2025 AFR both state SSOARS is based on Oracle Federal Financials.2026-10-055R64_REL064APP_SSASYuses_cots_productTECH_UNISON_PRISM2020 SSOARS PIA says SSASy is the contract-writing system utilizing Unison PRISM COTS.2026-10-055Current product version not established.R64_REL065APP_APINETprovides_status_access_forAPP_SSOARSAPINET provides intranet access to the status of administrative payment information processed through SSOARS.2026-10-055R64_REL066APP_SSOARSmigrated_from_operating_systemTECH_SOLARISFY2025 AFR says SSOARS hardware migration entailed a change from Solaris to Linux.2026-10-055Scoped to SSOARS.R64_REL067APP_SSOARSruns_on_operating_systemTECH_LINUXFY2025 AFR says SSOARS migrated to new hardware using Linux during FY2025.2026-10-055No distribution/version identified.R64_REL068APP_SSOARSintegrates_withSVC_GINVOICINGFY2025 AFR says SSA continues G-Invoicing releases/patches and prior AFR material describes SSOARS as fully interfacing as a requestor.2026-10-055R64_REL069APP_SSOARSplanned_real_time_interfaces_withSVC_GOGOVFY2025 AFR planned multiple real-time SSOARS interfaces with GO.gov during FY2026.2026-10-054GSA confirms GO.gov is live governmentwide; SSA-specific interface completion not independently confirmed.R64_REL070PROJ_SSOARS_FMQSMOplanned_to_replace_or_modernizeAPP_SSOARSFY2025 AFR describes planned procurement of an FM QSMO core financial system with tentative FY2029 cutover.2026-10-054Procurement/cutover status after report remains unconfirmed.R64_REL071ORG_SSA_OAGuses_procurement_channelSVC_UNISON_MARKETPLACECurrent OAG/OSDBU guidance says SSA uses Unison Marketplace reverse auctions to post requirements and select bids.2026-10-055R64_REL072ORG_SSA_OAGuses_procurement_channelSVC_GSA_EBUYCurrent OAG/OSDBU guidance says SSA often uses GSA eBuy for products/services under GSA schedules and technology contracts.2026-10-055R64_REL073APP_PERSON_INFOimplements_physical_primary_person_storage_forDOM_PERSON_CUSTOMER_RECORDSSA 2022 instructions call PI/PERSON a web-based primary storage application for number-holder person-centric information; FY2025 CJ calls PI the Customer Record database.2026-10-055This establishes physical PI/PERSON storage. It does not establish that DB_PERSON_STORE is the exact physical backing store.R65_REL001APP_SSI_OCSE_INTERFACEproduces_work_controlWORK_SSI_S2_DIARYQuarterly OCSE wage information compared with SSR can generate the S2 discrepancy diary.2026-10-055R65_REL002WORK_SSI_S2_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says the S2 alert is controlled by PE ODS.2026-10-055R65_REL003WORK_SSI_S2_DIARYposted_toSYS_SSRPOMS says the S2 diary posts to SSR.2026-10-055R65_REL004WORK_SSI_S2_DIARYresolved_usingUI_DSWMSSI Claims users clear S2 through State Wage Match Development (DSWM).2026-10-055R65_REL005UI_DSWMbuilds_transaction_toSYS_SSRS2 clearance instructions require DSWM and build transaction SSR.2026-10-055R65_REL006WORK_SSI_S2_DIARYmay_require_queryQRY_DEQYDuring the specified March-September period staff obtain DEQY when working S2 alerts.2026-10-055R65_REL007APP_SSI_OCSE_INTERFACEproduces_work_controlWORK_SSI_S7_DIARYQuarterly OCSE wage information compared with SSR can generate S7 overreported-wage diaries.2026-10-055R65_REL008WORK_SSI_S7_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says S7 is controlled by PE ODS.2026-10-055R65_REL009WORK_SSI_S7_DIARYposted_toSYS_SSRPOMS says the S7 diary posts to SSR.2026-10-055R65_REL010WORK_SSI_S7_DIARYresolved_usingUI_SSI_DORWSSI Claims users clear S7 through the Over Reported Wage Development page.2026-10-055R65_REL011UI_SSI_DORWbuilds_transaction_toSYS_SSRS7 clearance instructions require DORW and build transaction SSR.2026-10-055R65_REL012WORK_SSI_S7_DIARYmay_require_queryQRY_DEQYPOMS requires DEQY in the specified March-September period when working S7 alerts.2026-10-055R65_REL013APP_SSI_OCSE_INTERFACEproduces_work_controlWORK_SSI_U5_DIARYQuarterly OCSE unemployment-compensation information compared with SSR can generate U5 diaries.2026-10-055R65_REL014WORK_SSI_U5_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says U5 alerts are controlled by PE ODS.2026-10-055R65_REL015WORK_SSI_U5_DIARYposted_toSYS_SSRU5 is an SSR diary generated from the OCSE unemployment-compensation comparison.2026-10-055R65_REL016WORK_SSI_U5_DIARYresolved_usingUI_MSSICS_DUEMMSSICS U5 clearance uses the DUEM screen.2026-10-055R65_REL017WORK_SSI_U5_DIARYalternate_clearance_usingUI_SSI_UDIANon-MSSICS U5 clearance deletes the diary through UDIA/Direct SSR Update.2026-10-055R65_REL018DATA_CMS_LTC_MDSfeeds_work_controlWORK_SSI_D8_DIARYMonthly CMS Title XIX/Minimum Data Set information supplies facility-admission data used for D8 matching.2026-10-055R65_REL019APP_MSSICSgenerates_work_controlWORK_SSI_D8_DIARYPOMS states MSSICS produces D8 alerts/diaries when match conditions are met.2026-10-055R65_REL020WORK_SSI_D8_DIARYcompares_againstSYS_SSRD8 match logic checks current-pay and living-arrangement/payment conditions on SSR.2026-10-055R65_REL021WORK_SSI_D8_DIARYresolved_usingUI_MSSICS_DXIXMSSICS D8 clearance uses the TXIX Facility Interface Development (DXIX) screen.2026-10-055R65_REL022UI_MSSICS_DXIXbuilds_transaction_toSYS_SSRPOMS requires DXIX clearance and build transaction to SSR.2026-10-055R65_REL023WORK_SSI_D8_DIARYmay_result_in_verified_update_toSYS_SSRAfter contacting facilities and completing development, staff make necessary address/living-arrangement changes and build/update SSR; no automatic CMS address write is inferred.2026-10-055R65_REL024APP_SSI_DHS_ICE_INTERFACEsupports_work_controlWORK_SSI_3D_DIARYThe cataloged SSI/DHS immigration/deportation interface is consistent with the documented DHS removal workload; exact internal routing is not public.2026-10-054R65_REL025WORK_SSI_3D_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says the 3D diary is controlled by PE ODS.2026-10-055R65_REL026WORK_SSI_3D_DIARYposted_toSYS_SSRPOMS says 3D posts to the diary field on SSR.2026-10-055R65_REL027WORK_SSI_3D_DIARYresolved_usingUI_SSI_UDIACurrent policy clears the 3D diary on UDIA and builds transaction SSR.2026-10-055R65_REL028ORG_DHSprovides_reentry_permit_data_forWORK_SSI_I8_DIARYDHS transmits reentry-permit information that drives the monthly I8 planned-departure workload.2026-10-055R65_REL029WORK_SSI_I8_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says I8 is controlled by PE ODS.2026-10-055R65_REL030WORK_SSI_I8_DIARYposted_toSYS_SSRPOMS says I8 posts to the SSR diary field.2026-10-055R65_REL031WORK_SSI_I8_DIARYduplicates_alerts_toDB_MISFPOMS says duplicate I8 alert records are sent to the Management Information Storage Facility.2026-10-055R65_REL032WORK_SSI_I8_DIARYresolved_usingUI_SSI_UDIACurrent policy clears I8 via UDIA and Build Transaction SSR.2026-10-055R65_REL033SYS_MEFfeeds_work_controlWORK_SSI_K6K7_DIARYMEF annual W-2/Schedule SE earnings compared with SSR can create K6/K7 diaries.2026-10-055R65_REL034EX_MEF_SSR_MATCHgenerates_work_controlWORK_SSI_K6K7_DIARYThe MEF/SSR earned-income enforcement interface generates K6/K7 discrepancy work.2026-10-055R65_REL035WORK_SSI_K6K7_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says K6/K7 are controlled on PE ODS.2026-10-055R65_REL036WORK_SSI_K6K7_DIARYposted_toSYS_SSRK6/K7 are SSR diary controls associated with MEF discrepancy resolution.2026-10-055R65_REL037WORK_SSI_K6K7_DIARYdeveloped_usingQRY_DEQYStaff obtain DEQY for specific MEF data including wage amount and employer name/address.2026-10-055R65_REL038WORK_SSI_J3J5_DIARYcontrolled_byDB_SSI_PE_ODSPOMS says J3/J5 are controlled by PE ODS.2026-10-055R65_REL039SYS_MEFfeeds_work_controlWORK_SSI_J3J5_DIARYMEF annual earnings compared with SSR can create J3/J5 overreported-earnings diaries.2026-10-055R65_REL040EX_MEF_SSR_MATCHgenerates_work_controlWORK_SSI_J3J5_DIARYThe MEF/SSR interface generates J3/J5 discrepancy work.2026-10-055R65_REL041WORK_SSI_J3J5_DIARYposted_toSYS_SSRJ3/J5 are SSR diary controls associated with MEF discrepancy resolution.2026-10-055R65_REL042WORK_SSI_J3J5_DIARYdeveloped_usingQRY_DEQYStaff obtain DEQY for specific MEF data when resolving J3/J5.2026-10-055R65_REL043PROC_SSI_EARNINGS_ALERT_RESOLUTIONincludes_workload_typeWORK_SSI_S2_DIARYThis diary is an SSI earnings discrepancy workload resolved through the broader earnings-alert process.2026-10-054R65_REL044PROC_SSI_EARNINGS_ALERT_RESOLUTIONincludes_workload_typeWORK_SSI_S7_DIARYThis diary is an SSI earnings discrepancy workload resolved through the broader earnings-alert process.2026-10-054R65_REL045PROC_SSI_EARNINGS_ALERT_RESOLUTIONincludes_workload_typeWORK_SSI_K6K7_DIARYThis diary is an SSI earnings discrepancy workload resolved through the broader earnings-alert process.2026-10-054R65_REL046PROC_SSI_EARNINGS_ALERT_RESOLUTIONincludes_workload_typeWORK_SSI_J3J5_DIARYThis diary is an SSI earnings discrepancy workload resolved through the broader earnings-alert process.2026-10-054R65_REL047PROC_SSI_EARNINGS_ALERT_RESOLUTIONupdates_after_developmentSYS_SSRResolved earnings discrepancies can result in corrected SSR income/payment information after required verification and development.2026-10-055R65_REL048PROC_SSI_EARNINGS_ALERT_RESOLUTIONuses_work_control_storeDB_SSI_PE_ODSMultiple documented SSI earnings alert types are controlled by PE ODS.2026-10-054R65_REL049ORG_DHSprovides_reentry_permit_data_forPROC_DHS_ALIEN_DEPARTURE_ADDR_DEVDHS I-131/reentry-permit information can trigger Title II development when departure was not reported.2026-10-055R65_REL050PROC_DHS_ALIEN_DEPARTURE_ADDR_DEVreviewsSYS_MBRPSC reviews MBR before initiating address development.2026-10-055R65_REL051PROC_DHS_ALIEN_DEPARTURE_ADDR_DEVprocesses_address_change_viaUI_POS_PEADQualifying domestic-to-foreign Title II COA is processed through POS PEAD after development.2026-10-055R65_REL052UI_POS_PEADupdatesSYS_MBRPOMS ties POS PEAD to Title II domestic-to-foreign address change processing.2026-10-055R65_REL053FORM_SSA157initiatesPROC_SSN_SEX_DISCLOSURENew data-exchange requests use SSA-157/DXRF to submit justification for sex-field verification disclosure.2026-10-055R65_REL054ORG_PPDXcoordinatesPROC_SSN_SEX_DISCLOSUREPPDX leads/facilitates the approval process with legal, privacy/disclosure and business sponsor review.2026-10-055R65_REL055PROC_SSN_SEX_DISCLOSUREauthorizes_data_elementDATA_SSN_SEX_VERIFY_INDApproved requests may receive the sex field verification indicator as an SSN-verification response element.2026-10-055R65_REL056APP_SSNVSdoes_not_return_by_defaultDATA_SSN_SEX_VERIFY_INDSSA removed the sex-field indicator from employer SSNVS in September 2011; current data-exchange disclosure requires separate justification.2026-10-055R65_REL057PROJ_MYSSA_ALL_COMMSmodernizesAPP_MYSSAFY2027 initiative calls for agency written communications and notices to be accessible online through my Social Security.2026-10-055R65_REL058APP_ECCsupportsSVC_NATIONAL_800FY2027 budget describes Enterprise Contact Center/IVR as the cloud-based contact-center solution for automated and agent support and call routing on N8NN.2026-10-055R65_REL059PROJ_ENTERPRISE_CRMplanned_integration_withSVC_NATIONAL_800FY2027 budget states N8NN is planned to integrate with a customer relationship management system.2026-10-055R66_REL001APP_PCSsupports_preclaim_screening_forDOM_TITLE2PCS was designed to help employees identify potential Social Security retirement/disability entitlement during pre-claim interviews.2020-095R66_REL002APP_PCSsupports_preclaim_screening_forDOM_TITLE16PCS was designed to help employees identify potential SSI eligibility during pre-claim interviews.2020-095R66_REL003APP_PCSsupports_preclaim_screening_forDOM_MEDICAREPCS was designed to help employees identify potential Medicare eligibility during pre-claim interviews.2020-095R66_REL004APP_PCSfunctionality_integrated_intoAPP_CCESSA stopped PCS development in September 2020 and began integrating PCS programming and functionality into Consolidated Claims Experience.2020-095This relationship is source-explicit and does not establish that PCS and CCE were otherwise the same application.R66_REL005PROJ_CCS_2019planned_unified_claims_processing_forDOM_TITLE2FY2020 budget planned CCS as a single place to work RSDI claims.20195R66_REL006PROJ_CCS_2019planned_unified_claims_processing_forDOM_TITLE16FY2020 budget planned CCS as a single place to work SSI claims.20195R66_REL007PROJ_CCS_2019planned_unified_claims_processing_forDOM_MEDICAREFY2020 budget planned CCS as a single place to work Medicare claims.20195R66_REL008DB_CCS_PLANNEDplanned_component_ofPROJ_CCS_2019SSA planned to establish a new database for the Consolidated Claims System.20195R66_REL009APP_PCSplanned_information_source_forPROJ_CCS_2019SSA planned for CCS to use information collected in PCS to reduce redundant/manual data collection.20195Historical planned relationship; PCS was later integrated into CCE.R66_REL010PROJ_PE_MODERNIZATIONtargeted_redundancy_reduction_acrossDB_MCS_PENDINGPE modernization planned to eliminate redundancy involving the MCS Pending File.20195R66_REL011PROJ_PE_MODERNIZATIONtargeted_redundancy_reduction_acrossDB_T2_SHARED_LEGACYPE modernization planned to eliminate redundancy involving the Title II Shared Database.20195R66_REL012PROJ_PE_MODERNIZATIONtargeted_redundancy_reduction_acrossSYS_MBRPE modernization planned to eliminate redundancy involving MBR along with other Title II stores.20195R66_REL013DB_MCS_PENDINGimplemented_withTECH_IDMS_DBMSFY2020 budget explicitly describes the MCS Pending File as dependent on an Integrated Database Management System database structure.20195IDMS here is database technology, not the Integrated Disability Management System application.R66_REL014DB_MCS_PENDINGsupportsAPP_MCSThe legacy object is explicitly named the MCS Pending File and is discussed as part of MCS-related Title II post-entitlement modernization.20194The source establishes association but does not expose record layout or interface mechanics.R66_REL015PROJ_COMP_SERVICESmodernizes_fromTECH_COBOLSSA planned to convert decades-old Title II computational utilities from COBOL.20195R66_REL016PROJ_COMP_SERVICEStargets_languageTECH_JAVASSA planned to implement modernized Title II computational services written in Java.20195R66_REL017PROJ_COMP_SERVICESmodernizesSVC_GEN_INSUREDGeneral Insured Status Utility was a named Computational Services conversion target.20195R66_REL018PROJ_COMP_SERVICESmodernizesSVC_GRUMPIGRUMPI was a named Computational Services conversion target.20195R66_REL019PROJ_COMP_SERVICESmodernizesSVC_GRATESGRATES was a named Computational Services conversion target.20195R66_REL020PROJ_COMP_SERVICESmodernizesSVC_EE_UTILITYEntitlement/Eligibility Utility was a named Computational Services conversion target.20205R66_REL021SVC_GEN_INSUREDsupports_title2_computation_forDOM_TITLE2SSA identifies the utility within the Title II computational-services modernization effort.20195R66_REL022SVC_GRUMPIsupports_title2_computation_forDOM_TITLE2SSA identifies GRUMPI within the Title II computational-services modernization effort.20195R66_REL023SVC_GRATESsupports_title2_computation_forDOM_TITLE2SSA identifies GRATES within the Title II computational-services modernization effort.20195R66_REL024SVC_EE_UTILITYsupports_title2_computation_forDOM_TITLE2SSA identifies EE within the Title II computational-services modernization effort.20205R66_REL025ORG_SSA_ORESdevelopsPROC_MGDORES is developing the MGD methodology for annual employment and earnings statistical production.2024-125R66_REL026DATA_TAX_GEO_ADDRprovides_geographic_input_toPROC_MGDAddress information is the only information extracted from worker tax records into the MGD geographic component for state/county assignment.2024-125Statistical input only; no program-master address update is established.R66_REL027SYS_NUMIDENTvalidates_ssns_forPROC_MGDMGD treats an SSN as valid when it is present in Numident; invalid-SSN records are omitted from analysis.2024-125R66_REL028SYS_NUMIDENTprovides_demographic_attributes_toPROC_MGDNumident provides the identity/demographic basis needed for MGD year-of-birth and sex assignment.2024-125Source establishes Numident role; no writeback to Numident is implied.R66_REL029PROC_MGDproducesDATA_MGDORES used the MGD process to assemble annual MGD files for tax years 2014 through 2021.2024-125R66_REL030DATA_MGDdeveloped_as_future_methodology_input_forREPORT_EARN_EMP_SERIESORES is developing MGD to support estimates for the Earnings and Employment annual publication series.2024-125The December 2024 source says methodology development is ongoing; current edition methodology remains separately documented.R66_REL031DATA_MGDdeveloped_as_future_methodology_input_forREPORT_STAT_SUPP_SERIESORES is developing MGD to support estimates for the Annual Statistical Supplement publication series.2024-125Does not assert that MGD produced the 2026 edition.R66_REL032REPORT_EARN_EMP_2023part_of_seriesREPORT_EARN_EMP_SERIESThe 2023 report is the current published edition of the recurring Earnings and Employment series.2026-015R66_REL033REPORT_STAT_SUPP_2026part_of_seriesREPORT_STAT_SUPP_SERIESThe current 2026 Annual Statistical Supplement is an edition of the recurring publication series.2026-10-055R66_REL034DATA_CWHScurrent_sample_source_forREPORT_EARN_EMP_2023Current published tables identify SSA Continuous Work History Sample, 1-percent sample, as their source.2026-015R66_REL035DATA_TAX_GEO_ADDRprovides_geographic_assignment_toREPORT_EARN_EMP_2023Current methodology bases state/county designations on employee residence shown on W-2 wage reports and addresses matched to self-employment earnings reports.2026-015Statistical publication geography; not an SSA program address update.R66_REL036ORG_SSA_ORESpublishesREPORT_EARN_EMP_SERIESORES produces the recurring Earnings and Employment statistical publication series.2026-015R67_REL001UI_CWPpage_withinAPP_EDCSCurrent POMS directs technicians to the Consolidated Wage Page in EDCS.2026-09-115R67_REL002APP_ITOPSSprovides_wage_data_toUI_CWPThe 2021 CWP release included iTOPSS pay-stub wage data supplied through Ticket to Work operations.2021-12-115R67_REL003UI_CWPcomponent_ofPROJ_WORK_CDRSSA described the 2021 CWP release as part of the new Work CDR product.2021-12-115R67_REL004UI_CWPprovides_wage_evidence_forAPP_EWORKWork-CDR instructions use CWP/iTOPSS wage information as evidence and direct technicians to enter applicable earnings in eWork.2026-07-295R67_REL005ORG_BLScomponent_ofORG_DOLSSA identifies BLS as the Department of Labor bureau partnering on occupational-data collection.2026-10-065R67_REL006ORG_BLSproducesDATA_ORSBLS develops, collects and publishes Occupational Requirements Survey data.2026-10-065R67_REL007DATA_ORSprimary_data_source_forSYS_OISSSA states ORS data will be the OIS primary source for work requirements.2026-10-065R67_REL008APP_VIThousesSYS_OISSSA states OIS will be housed through the Vocational Information Tool.2026-10-065R67_REL009APP_VIToperationalizesSYS_OISSSA states OIS will be accessed and operationalized through VIT.2026-10-065R67_REL010APP_VITcombines_data_fromDATA_ORSVIT is the web platform that will combine ORS with other reliable occupational-information sources.2026-10-065R67_REL011SYS_OISplanned_replacement_forDATA_DOTSSA is developing OIS to replace DOT as its primary occupational-information source for disability adjudication.2026-10-065R67_REL012ORG_DOLdevelopedDATA_DOTSSA states DOL developed the Dictionary of Occupational Titles.2026-10-065R67_REL013DATA_ORSclassified_usingSTD_SOCSSA states BLS classifies ORS using the Standard Occupational Classification system; Wave 2 uses 2018 SOC.2026-10-065R67_REL014DATA_DOTlegacy_primary_source_forPROC_DISABILITY_OCC_EVALSSA identifies DOT as the main current occupational source while OIS is being developed.2026-10-065R67_REL015SYS_OISplanned_primary_source_forPROC_DISABILITY_OCC_EVALOIS is intended to provide current occupational information for determining past-work and other-work capability.2026-10-065R67_REL016EX_SSI_IRS_1099providesDATA_SSI_IRS_NONWAGESSI IRS match receives 1099 and similar non-wage financial-transaction information.2026-02-255R67_REL017DATA_SSI_IRS_NONWAGEstored_inDB_SSI_IRS_INTERFACEPOMS says IRS data are posted to a database used for SSI alerts; the database historically exposed the most recent two years.2026-02-255R67_REL018DB_SSI_IRS_INTERFACEretrieved_viaPORTAL_SUMS_MCAS_MI_CENTRALTechnicians can retrieve IRS alert data overnight through MI Central.2026-09-105R67_REL019DB_SSI_IRS_INTERFACEretrieved_viaAPP_SSTNGPOMS says the same IRS data may be retrieved immediately through SSTNG.2026-09-105R67_REL020DB_SSI_IRS_INTERFACEsupports_development_inUI_MSSICS_DIRSPOMS cross-references MSSICS IRS Interface Development (DIRS) for development of SSI IRS information.2026-09-105R67_REL021DB_SSI_IRS_INTERFACEsupports_work_controlWORK_SSI_IRS_5B_DIARYControlled IRS alerts correspond to a 5B diary posted to SSR and alert data in the IRS database.2026-09-105R67_REL022PROC_SSI_IRS_PENSION_MATCHuses_interface_databaseDB_SSI_IRS_INTERFACECurrent SSI workload policy describes IRS 5B and pension 5H alert data as available on an interface database.2026-075The public source establishes a shared interface-database presentation but does not disclose physical schema or whether 5B and 5H use identical storage tables.R67_REL023ORG_IRSsends_request_viaFORM_IRS_3857Form 3857 is the IRS formal request for SSA assistance locating and identifying taxpayer SSNs.2025-06-135R67_REL024FORM_IRS_3857initiatesPROC_IRS_3857_RESOLUTIONSSA uses the form as both a formal request and a scrambled-earnings alert requiring resolution.2025-06-135R67_REL025PROC_IRS_3857_RESOLUTIONqueriesSYS_NUMIDENTCurrent Form 3857 instructions require a Numident query during identity development.2025-06-135R67_REL026PROC_IRS_3857_RESOLUTIONqueriesQRY_ALPHADENTCurrent Form 3857 instructions require the alphadent file among master-file queries.2025-06-135R67_REL027PROC_IRS_3857_RESOLUTIONqueriesQRY_DEQYCurrent Form 3857 instructions require DEQY among master-file queries.2025-06-135R67_REL028PROC_IRS_3857_RESOLUTIONqueriesSVC_ERQYCurrent Form 3857 instructions use ERQY for employer/earnings development.2025-06-135R67_REL029PROC_IRS_3857_RESOLUTIONqueriesSYS_MBRCurrent Form 3857 instructions require MBR among master-file queries.2025-06-135R67_REL030PROC_IRS_3857_RESOLUTIONusesAPP_ICORCurrent Form 3857 instructions require checking/annotating Item Correction during case development.2025-06-135R67_REL031PROC_IRS_3857_RESOLUTIONchecksDB_ESFCurrent Form 3857 instructions require checking the earnings suspense file and historical files.2025-06-135R67_REL032PROC_IRS_3857_RESOLUTIONuses_for_address_developmentFORM_SSA_L2001When current postal addresses are needed, technicians send SSA-L2001 to the Postal Service.2025-06-135R67_REL033PROC_IRS_3857_RESOLUTIONmay_result_in_adjustment_toSYS_MEFWhen evidence resolves the case, SSA makes necessary adjustments to earnings records supported by taxpayer/employer evidence.2025-06-135MEF is the Atlas master earnings record endpoint; exact transaction mechanism for each adjustment is not inferred here.R67_REL034PROC_IRS_3857_RESOLUTIONmay_remove_incorrect_cross_references_fromSYS_NUMIDENTCurrent POMS explicitly directs removal of incorrect Numident cross-references when supported by evidence.2025-06-135R67_REL035PROJ_SSI_UNDERPAY_UIsupports_controls_forDOM_TITLE16The planned interface is intended to implement systems controls for SSI underpayment processing and two-PIN review.2026-02-255R67_REL036PROC_RETAPplanned_to_produceALERT_RETAP_STUDENT_AGE18SSA says the chosen solution is Regular Transcript Attainment and Selection Pass Alerts.2026-02-255R67_REL037ALERT_RETAP_STUDENT_AGE18planned_inAPP_T2RThe open recommendation calls for the Title II Redesign System to generate the age-18 student alert; SSA chose RETAP/selection-pass alerts as the solution.2026-02-254Atlas links the alert to the existing T2R processing entity; the public report does not disclose the internal component boundary.R67_REL038PROJ_ENHANCED_MEDICAL_ACQenhancesAPP_NCPSFY2027 budget says the initiative updates NCPS features used by State DDSs for forms, medical-evidence requests and case processing.20265R67_REL039PROJ_IMAGEN_EXPANSIONexpandsAPP_IMAGENFY2027 budget explicitly calls for increased IMAGEN adoption, expansion and integrations.20265R68_REL001DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_POSTAL_ADDRESSCurrent SORN 60-0373 lists postal addresses among the Digital Identity File record categories.2025-08-205Digital-identity storage does not establish a program-master address update.R68_REL002DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_W2SE_ADDRESSCurrent SORN 60-0373 lists addresses from W-2 and Schedule-SE forms among maintained record categories.2025-08-205Precise source provenance and downstream update behavior are not stated.R68_REL003APP_AFEShistorically_ingested_or_usedDB_DIGITAL_IDENTITY_FILEThe 2018 AFES PIA identified SORN 60-0373, then titled Central Repository of Electronic Authentication Data Master File, as a primary record source.2018-04-184The record system was materially modified/retitled by 2025; this edge is time-scoped to the 2018 AFES architecture.R68_REL004APP_AFEShistorically_ingested_or_usedDB_PINFILEThe 2018 AFES PIA identified Personal Identification Number File 60-0214 as a primary record source.2018-04-184Historical 2018 AFES dependency; current AFES/PINFile implementation not inferred.R68_REL005APP_RCSmanagesCTRL_ESERVICES_BLOCK2021 instructions direct standard non-elevated eServices block cases to existing RCS block/unblock policy.2021-05-054Current electronic blocking remains documented, but current RCS product identity is not independently revalidated.R68_REL006CTRL_ESERVICES_BLOCKblocks_electronic_access_toAPP_MYSSACurrent SSA electronic-services text states a customer can block all electronic access to personal information; my Social Security is a principal online personal-information channel.2026-10-064Source describes the block generically rather than naming mySSA in the same sentence.R68_REL007AUTH_SAPavailable_to_account_holders_ofAPP_MYSSASSA introduced SAP for my Social Security accountholders beginning August 2025.2025-08-015R68_REL008AUTH_SAPauthenticates_callers_toSVC_NATIONAL_800SSA says callers can use SAP to authenticate identity when calling the National 800 Number.2025-08-015R68_REL009PROC_DD_BANK_VERIFICATIONusesSVC_AVSFY2027 budget states SSA implemented real-time bank-verification checks that include Treasury BFS Account Verification Service.20265R68_REL010ORG_BFSoperatesSVC_AVSTreasury identifies AVS as a Bureau of the Fiscal Service payment-integrity service.2026-10-065R68_REL011PROC_DD_BANK_VERIFICATIONprotects_changes_submitted_throughAPP_MYDDSSA applies real-time bank verification to direct-deposit change requests; my Social Security Direct Deposit is an established online direct-deposit change channel.20264Verification applies across direct-deposit change processing; source does not state that AVS is limited to or embedded inside myDD.R68_REL012APP_EWORKcreatesCTRL_DECEFFECTWhen eWork cannot automatically effectuate a decision, it creates a DECEFFECT issue on the Development Worksheet.2024-07-265R68_REL013APP_EWORKgeneratesDOC_DIB_CESSATION_EXCLUSIONEM-24037 states eWork generates a DIB Cessation Exclusion document when automatic MBR effectuation cannot occur.2024-07-265R68_REL014DOC_DIB_CESSATION_EXCLUSIONrouted_viaAPP_EPEM-24037 directs the DIB Cessation Exclusion document to the Processing Center via Evidence Portal; current POMS also directs documentation to EP or eView.2026-09-145R68_REL015DOC_DIB_CESSATION_EXCLUSIONcreates_action_control_inAPP_PCACSCurrent POMS says the DECEFFECT barcode/fax creates an Action Control Record in PCACS for Processing Center resolution.2026-09-145R68_REL016CTRL_DECEFFECTrequires_validation_againstSYS_MBRDECEFFECT follow-up requires review of MBR to confirm the decision was completely and accurately processed.2024-07-265R68_REL017CTRL_DECEFFECTexception_to_automated_input_viaAPP_POSDECEFFECT is used when the normal eWork/POS effectuation path cannot complete the decision automatically.2026-09-145R68_REL018ORG_WBDOCtriggersDIARY_R8Current SSI workload policy says R8 is set when WBDOC processes an annual representative-payee accounting report with conserved funds over the threshold.2026-07-025R68_REL019ORG_WBDOCposts_conserved_funds_toSYS_SSRActive POMS says WBDOC posts reported conserved funds to the CF field in the REPY segment of SSR for Title XVI/concurrent cases.2013-06-065Current 2026 workload policy continues to rely on this WBDOC/SSR R8 mechanism.R68_REL020DIARY_R8recorded_or_driven_bySYS_SSRCurrent SSI workload policy ties R8 selection to the CF field in the SSR REPY segment and subsequent LI/RZ selection.2026-07-025R68_REL021DIARY_R8initiatesPROC_R8_CONSERVED_FUNDS_REVIEWField offices receive R8 to review SSI/concurrent cases with high conserved funds and develop continuing eligibility.2026-07-025R68_REL022PROC_R8_CONSERVED_FUNDS_REVIEWsupportsDOM_TITLE16R8 review addresses SSI resource eligibility when conserved funds approach or exceed program resource limits.2026-07-025R69_REL001APP_ECOrequests_verified_address_fromSVC_AVCCurrent TRO policy says ECO retrieves a verified debtor address from an Address Verification Contractor before mailing the pre-offset notice.2025-05-085Vendor identity and lookup technology are not stated.R69_REL002SVC_AVCreturnsDATA_AVC_DEBTOR_ADDRThe AVC returns a good/verified address result used by ECO for debt-collection notice mailing.2025-05-085Classification is external lookup/notice-address data.R69_REL003DATA_AVC_DEBTOR_ADDRsupplies_notice_address_toAPP_ECOWhen the AVC returns a good address, ECO mails the pre-offset notice to that address.2025-05-085No master-record overwrite is stated.R69_REL004APP_ECOuses_recent_address_fallback_fromSYS_MBRIf AVC does not return a good address and MBR was updated within the last year, ECO uses the MBR address for the pre-offset notice.2025-05-085Fallback usage does not imply synchronization with AVC.R69_REL005APP_ECOuses_recent_address_fallback_fromSYS_SSRIf AVC does not return a good address and SSR was updated within the last year, ECO uses the SSR address for the pre-offset notice.2025-05-085Fallback usage does not imply synchronization with AVC.R69_REL006FORM_SS5supportsDOM_ENUMERATIONCurrent POMS identifies Form SS-5 as an application pathway for original, replacement, and corrected SSN-card actions and electronic-record changes.2024-06-145EAB/EAE/EBE and online routes are separate application pathways.R69_REL007APP_SSNAPnormally_processesFORM_SS5Current enumeration policy says paper Form SS-5 applications are normally entered and processed in SSNAP, with specified manual-processing exceptions.2024-06-145Manual OCO processing exceptions remain.R69_REL008APP_IRONstores_or_retrieves_application_images_ofFORM_SS5Current Numident correction policy says paper SS-5 and SS-5 microprints are available through IRON.2026-06-055Document retrieval role only.R69_REL009APP_SS5_REPRINTSretrieves_application_records_ofFORM_SS5Current Numident correction policy says prior SS-5 records are available through SS-5 Reprints.2026-06-055Document retrieval role only.R69_REL010FORM_SS5provides_source_evidence_forPROC_NCPSSA compares a prior SS-5 or SS-5 microprint with Numident to establish documented keying errors before NCP correction.2026-06-055NCP is used only when the keying error can be documented.R69_REL011DATA_REP_PAYEE_TYPEstored_inAPP_ERPSCurrent POMS says Rep Payee Type is recorded in eRPS.2026-07-175Attribute is Individual or Organization.R69_REL012DATA_REP_PAYEE_TYPEstored_onSYS_MBRCurrent POMS says Rep Payee Type is recorded on MBR.2026-07-175Title II program-record attribute.R69_REL013DATA_REP_PAYEE_TYPEstored_onSYS_SSRCurrent POMS says Rep Payee Type is recorded on SSR.2026-07-175Title XVI program-record attribute.R69_REL014DATA_ERPS_ORG_PHYS_ZIPstored_inAPP_ERPSeRPS uses the ZIP Code of the organization physical location when establishing an organizational payee identifier.2026-07-175Address-derived organization identity attribute.R69_REL015DATA_ERPS_ORG_PHYS_ZIPused_to_constructDATA_ERPS_ORG_IDCurrent POMS says eRPS establishes Organization ID using the ZIP Code of the organization physical location.2026-07-175Organization ID is not the EIN and EINs are not unique in the eRPS context.R69_REL016MODEL_OACT_LABOR_FORCEused_byORG_SSA_OCACTThe 2026 Trustees Report says Actuarial Services uses a model to project the civilian labor force.20265Logical actuarial-model relationship; implementation technology not stated.R69_REL017MODEL_OACT_LABOR_FORCEsupports_projection_inREPORT_TRUSTEES_2026Civilian labor-force projections form part of the economic assumptions and methods supporting the 2026 Trustees Report.20265The model projects age/sex/marital-status/children dimensions.R69_REL018MODEL_OACT_POPULATIONused_byORG_SSA_OCACTThe 2026 Trustees Report says Actuarial Services projects the Social Security area population by age, sex, and marital status.20265Logical actuarial-model relationship.R69_REL019MODEL_OACT_POPULATIONsupports_projection_inREPORT_TRUSTEES_2026Social Security area population projections support demographic assumptions and projections in the 2026 Trustees Report.20265Combines fertility, mortality, immigration, marriage, and divorce assumptions.R69_REL020ORG_SSA_OCACTpublishesDATA_OACT_BENEFICIARYOCACT publishes the current Social Security Beneficiary Data service.2026-10-065Public statistical publication layer.R69_REL021DATA_MONTHLY_STAT_SNAPSHOTdirects_detailed_oasdi_statistics_toDATA_OACT_BENEFICIARYCurrent Monthly Statistical Snapshot tells users to visit the Actuary’s Beneficiary Data site for more detailed monthly OASDI information.2026-035Publication-navigation relationship, not a physical data interface.R69_REL022ORG_SSA_OCACTpublishesREPORT_OACT_FACT_SHEETOCACT publishes the semiannual Social Security Program Fact Sheet.2026-06-305Current observed edition June 30, 2026.R69_REL023ORG_SSA_OCACTpublishesDATA_POPULAR_BABY_NAMESOCACT publishes SSA Popular Baby Names statistics and supporting data pages.2026-035Public statistical publication.R69_REL024DATA_POPULAR_BABY_NAMESderived_from_application_records_inDOM_ENUMERATIONSSA states all popular-name data come from records on Social Security card applications.2026-035Do not infer a specific physical source store beyond the enumeration/application record domain.R69_REL025PORTAL_SSA_OPEN_DATApublishesDATA_SSA_COMPREHENSIVE_LISTINGSSA Open Data publishes the comprehensive listing/inventory of authoritative primary data assets and associated public endpoints.2026-08-245Inventory is also downloadable in CSV/JSON.R69_REL026DATA_SSA_COMPREHENSIVE_LISTINGavailable_viaEXT_FED_DATA_CATALOGSSA directs users to browse, search, and filter its comprehensive data listing through the Federal Data Catalog at Data.gov.2026-08-245Catalog layer only; operational source data remain with SSA.R69_REL027PORTAL_SSA_OPEN_DATAlinks_toEXT_FED_DATA_CATALOGSSA Open Data directs users to the Federal Data Catalog for browsing the agency inventory.2026-08-245Public catalog integration/linkage.R69_REL028DATA_SSA_COMPREHENSIVE_LISTINGcatalogsDATA_MONTHLY_STAT_SNAPSHOTSSA Open Data lists US-GOV-SSA-3413 Monthly Statistical Snapshot among recently cataloged data assets.2026-08-245Catalog relationship.R69_REL029DATA_SSA_COMPREHENSIVE_LISTINGcatalogsDATA_OASDI_STATE_COUNTY_2025SSA Open Data lists US-GOV-SSA-3415 OASDI Beneficiaries by State and County, 2025.2026-08-245Catalog relationship.R69_REL030DATA_SSA_COMPREHENSIVE_LISTINGcatalogsDATA_SSI_STATE_COUNTY_2025SSA Open Data lists US-GOV-SSA-3416 SSI Recipients by State and County, 2025.2026-08-245Catalog relationship.R69_REL031DATA_SSA_COMPREHENSIVE_LISTINGcatalogsREPORT_SSI_ASR_2025SSA Open Data lists US-GOV-SSA-3417 SSI Annual Statistical Report, 2025.2026-08-245Catalog relationship.R69_REL032REPORT_OASDI_MONTHLY_STATShistorically_derived_fromSYS_MBRThe final OASDI Monthly Statistics edition identifies MBR 100-percent data as the source for current-payment OASDI statistics.2007-115Historical statistical-production relationship.R69_REL033REPORT_OASDI_MONTHLY_STATSsucceeded_by_comparable_statistics_inDATA_MONTHLY_STAT_SNAPSHOTSSA states OASDI Monthly Statistics was discontinued after November 2007 and comparable statistics remain available in Monthly Statistical Snapshot.2026-08-245Publication lineage; not a system migration claim.R69_REL034REPORT_OASDI_MONTHLY_STATSsucceeded_by_comparable_statistics_inDATA_OACT_BENEFICIARYSSA states comparable statistics also remain available through OACT Beneficiary Data.2026-08-245Publication lineage; not a direct database migration claim.R69_REL035ORG_SSA_OIGparticipates_inGOV_NAFCSSA OIG describes NAFC as a partnership between SSA and SSA OIG.2026-06-105Quarterly meetings and annual summit documented.R69_REL036GOV_NAFCinforms_oversight_byORG_SSA_OIGOIG testimony says NAFC discussions help inform SSA OIG oversight and highlight fraud risks and best practices.2026-06-105Governance/oversight relationship.R70_REL001PROC_UPLOAD_TECH_INITimplemented_byAPP_UPLOAD_DOCUMENTSTechnician-requested forms/evidence are completed through Upload Documents.2026-10-065R70_REL002APP_TEDinitiatesPROC_UPLOAD_TECH_INITTechnician creates the document request task in TED before the customer receives the upload link.2025-03-295R70_REL003PROC_UPLOAD_CUSTOMER_INITimplemented_byAPP_UPLOAD_DOCUMENTSCustomer self-service form/evidence submission runs through Upload Documents.2026-10-065R70_REL004PROC_UPLOAD_CUSTOMER_INITauthenticates_viaSVC_LOGIN_GOVCustomer-initiated access requires authentication through Login.gov or ID.me.2025-03-295R70_REL005PROC_UPLOAD_CUSTOMER_INITauthenticates_viaSVC_IDMECustomer-initiated access requires authentication through ID.me or Login.gov.2025-03-295R70_REL006PROC_UPLOAD_CUSTOMER_INITaccessible_viaAPP_MYSSACustomers can launch Upload Documents from my Social Security.2025-03-295R70_REL007PROC_UPLOAD_CUSTOMER_INITuses_routing_attributeDATA_UPLOAD_ROUTING_ZIPThe submission uses a mailing-address ZIP to route the document to a field office.2025-03-295R70_REL008APP_PERSON_INFOprovides_when_availableDATA_UPLOAD_ROUTING_ZIPWhen a mailing address exists in Person Information, its ZIP is the routing value used for the customer submission.2025-03-295R70_REL009PROC_UPLOAD_CUSTOMER_INITcollects_when_pi_missingDATA_UPLOAD_ROUTING_ZIPIf PI has no mailing address, the customer is prompted to enter a mailing-address ZIP before submission.2025-03-295R70_REL010DATA_UPLOAD_ROUTING_ZIPdoes_not_have_documented_update_path_toAPP_PERSON_INFOEM-25024 describes customer entry for routing when PI lacks a mailing address but does not say that entered ZIP updates PI/PERSON.2025-03-295R70_REL011PROC_UPLOAD_CUSTOMER_INITroutes_submission_toAPP_WORKTRACKAll successfully submitted documents arrive at the field office through WorkTrack.2025-03-295R70_REL012FORM_SSA827submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL013FORM_SSA820BKsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL014FORM_SSA821BKsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL015FORM_SSA632BKsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL016FORM_SSA634submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL017FORM_SSA454BKsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA digital-service guidance supports electronic submission through Upload Documents.2026-10-065R70_REL018FORM_SSA827requiresPROC_UPLOAD_CREDENTIAL_STEPUPCurrent SSA forms/EM guidance identifies SSA-827 as requiring advanced identity credential step-up for electronic submission.2026-10-065R70_REL019FORM_SSA454BKrequiresPROC_UPLOAD_CREDENTIAL_STEPUPCurrent SSA Forms catalog lists SSA-454-BK among forms requiring additional identity verification for electronic submission.2026-10-065R70_REL020FORM_SSA454BKimplemented_online_byAPP_I454Current CDR guidance provides online SSA-454 completion through the i454 application behind mySSA.2026-10-065R70_REL021APP_I454propagates_submission_intoAPP_EDCSPOMS says keyed i454 and electronic SSA-827 propagate into EDCS before transfer to DDS.2026-04-025R70_REL022FORM_SSA827used_withFORM_SSA454BKCurrent CDR policy requires SSA-827 with SSA-454-BK for CDR development.2026-04-025R70_REL023FORM_SSA820BKused_withFORM_SSA454BKCurrent CDR procedures identify SSA-820-BK as supporting work-activity documentation with CDR packages when applicable.2026-04-025R70_REL024FORM_SSA821BKused_withFORM_SSA454BKCurrent CDR procedures identify SSA-821-BK as supporting work-activity documentation with CDR packages when applicable.2026-04-025R70_REL025FORM_SSA766available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists the form as a static webform in the March 2025 Upload Documents release.2025-03-295R70_REL026FORM_SSA769available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists the form as a static webform in the March 2025 Upload Documents release.2025-03-295R70_REL027FORM_SSA783available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists the form as a static webform in the March 2025 Upload Documents release.2025-03-295R70_REL028FORM_SSA4178available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists the form as a static webform in the March 2025 Upload Documents release.2025-03-295R70_REL029FORM_SSA7156available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists the form as a static webform in the March 2025 Upload Documents release.2025-03-295R70_REL030FORM_SSA766submitted_viaAPP_UPLOAD_DOCUMENTSEM-25024 lists the form for electronic customer submission in Upload Documents.2025-03-295R70_REL031FORM_SSA769submitted_viaAPP_UPLOAD_DOCUMENTSEM-25024 lists the form for electronic customer submission in Upload Documents.2025-03-295R70_REL032FORM_SSA783submitted_viaAPP_UPLOAD_DOCUMENTSEM-25024 lists the form for electronic customer submission in Upload Documents.2025-03-295R70_REL033FORM_SSA4178submitted_viaAPP_UPLOAD_DOCUMENTSEM-25024 lists the form for electronic customer submission in Upload Documents.2025-03-295R70_REL034FORM_SSA7156submitted_viaAPP_UPLOAD_DOCUMENTSEM-25024 lists the form for electronic customer submission in Upload Documents.2025-03-295R70_REL035DATA_SSA8240available_as_modeCAP_UPLOAD_WEBFORM_MODEEM-25024 lists SSA-8240 as the March 2025 fillable PDF addition in Upload Documents.2025-03-295R70_REL036REPORT_OACT_DEMOGRAPHIC_2026supplies_assumptions_toREPORT_TRUSTEES_2026OCACT states the memorandum presents the demographic assumptions used in the 2026 Trustees Report.2026-06-095R70_REL037REPORT_OACT_DEMOGRAPHIC_2026documents_methodology_forMODEL_OASDI_SCENARIOThe memo defines the three long-range demographic assumption sets used in Trustees projections; relationship is methodological, not a software interface.2026-06-094Existing scenario-model entity is broader than the demographic memo; no physical model implementation is inferred.R70_REL038REPORT_SSAB_REPPAYEE_TRENDS_2026analyzesDOM_REPPAYEESSAB issue brief analyzes 2010-2025 trends among adult Title II and SSI populations with representative payees.2026-09-305R70_REL039PROC_PIRstores_documents_inREPO_PIR_SHARED_SITEOIG says SSA relies on a shared internal website for PIR document storage.2026-09-305R70_REL040PROC_PIRsummarized_inDASH_PIR_SUMMARYOIG reviewed PIR summary metrics from an Agency dashboard.2026-09-305R70_REL041DASH_PIR_SUMMARYnot_control_linked_toREPO_PIR_SHARED_SITEOIG says the shared site lacked controls linking dashboard data to source PIR documents.2026-09-305R70_REL042APP_IAPPTcollectsDATA_IAPPT_MAILING_ADDRESSCurrent iAppt policy requires the claimant to provide mailing address as appointment-intake information.2026-06-265R70_REL043DATA_IAPPT_MAILING_ADDRESSdoes_not_have_documented_update_path_toAPP_PERSON_INFOCurrent iAppt policy treats internet intake data as unverified and does not document automatic correction of Person Information.2026-06-265R70_REL044DATA_IAPPT_MAILING_ADDRESSdoes_not_have_documented_update_path_toSYS_NUMIDENTCurrent iAppt policy does not document automatic correction of Numident from claimant-entered appointment data.2026-06-265R70_REL045EX_HRS_LINKAGErefreshes_with_consentDATA_HRS_CYBFCurrent HRS documentation says new SSA record sets refresh the cross-year benefits product under valid permissions; benefits permissions can have a maximum prospective range of 12 years.2026-04-015R71_REL001DB_MASTER_REP_PAYEE_FILEcomponent_ofAPP_ERPSCurrent POMS states the Master Representative Payee File is a part of eRPS.2026-10-065R71_REL002DB_MASTER_REP_PAYEE_FILEstoresDATA_MRPF_ADDRESSSORN 60-0222 lists addresses among categories of records maintained for payees, applicants, beneficiaries/recipients and organizations.2026-10-065R71_REL003SYS_NUMIDENTrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies the Master Files of SSN Holders and SSN Applications as an existing SSA record source for MRPF.2018-11-025Current physical interface mechanism is not stated.R71_REL004SYS_MBRrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies MBR as an existing SSA record source for MRPF.2018-11-025No transport or automatic field synchronization is inferred.R71_REL005SYS_SSRrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies SSI Record and Special Veterans Benefits as an existing SSA record source for MRPF.2018-11-025No transport or automatic field synchronization is inferred.R71_REL006DB_CLAIMS_FOLDERS_SYSTEMrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies Claims Folders System as an existing SSA record source for MRPF.2018-11-025R71_REL007APP_DMSrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies ROAR/DMS as an existing SSA record source for MRPF.2018-11-025No transport mechanism is stated.R71_REL008APP_PUPSrecord_source_forDB_MASTER_REP_PAYEE_FILESORN 60-0222 identifies PUPS as an existing SSA record source for MRPF.2018-11-025No transport mechanism is stated.R71_REL009DATA_MRPF_ADDRESSsupports_suitability_assessment_inAPP_ERPSSSA policy permits use of residence stability and contact information in representative-payee suitability work; MRPF is part of eRPS.2026-10-064The policy establishes use of address/residence information in payee suitability, but does not expose a discrete automated scoring mechanism.R71_REL010APP_WMSsupportsDOM_TITLE2Current POMS defines WMS as providing information about Title II benefit claims currently in process.2026-10-065R71_REL011APP_WMSprovides_pending_claim_information_toAPP_PEBESCurrent Statement policy includes WMS as the source of information about Title II claims currently in process used in Statement selection/processing.2023-12-125This is a functional data-use relationship; no physical interface mechanism is stated.R71_REL012QRY_WMHHquery_ofAPP_WMSThe named WMS History Query is a workload-history query of WMS used to review case movement.2026-10-045Naming and current POMS context support the query-to-system relationship; hosting technology remains unknown.R71_REL013UI_DMS_DMFSscreen_ofAPP_WMSCurrent waiver policy explicitly calls DMFS the Workload Management System Debt Management Function Selection screen.2026-06-115This supplements the existing DMS workflow relationship; it does not imply WMS and DMS are one application.R71_REL014APP_WMSsupports_diary_origin_routing_forORG_WSUProcessing Centers query WMS to identify whether a WSU originated a partial-award diary so follow-up routes back to the WSU.2025-09-095R71_REL015DATA_DCR_LOCATION_V32identifiesORG_DCRCurrent POMS identifies DCR as location code V32.2026-04-165R71_REL016ORG_SSA_FIELD_OFFICEStransfers_railroad_claims_toORG_DCRField offices transfer specified railroad-related disability claims to DCR instead of the State DDS.2026-04-165R71_REL017ORG_DCRperformsPROC_DCR_RR_DUALDCR has jurisdiction for qualifying railroad dual-eligibility claims and performs the disability adjudication.2026-04-165R71_REL018PROC_DCR_RR_DUALusesAPP_DCPSDCR disability processing specialists receive CEF claims in DCPS and use DCPS to complete disability determination forms and notices.2026-04-165R71_REL019PROC_DCR_RR_DUALaccessesREPO_CEFCurrent POMS says DCR receives the certified electronic folder claim and uploads decisional notices and rationales to CEF.2026-04-165R71_REL020ORG_DCRcoordinates_withORG_RRBDCR jurisdiction facilitates coordination of medical evidence and disability determinations with the Railroad Retirement Board.2026-04-165R71_REL021PROC_DCR_RR_DUALforwards_adjudicated_case_toORG_SSA_FIELD_OFFICESAfter DCR adjudicates the railroad-related case, it forwards the case to the field office for final processing.2026-04-165R71_REL022ORG_DCRperformsPROC_DCR_MEDICAL_CDRSSA announced DCR will handle medical CDRs nationwide.2026-03-125R71_REL023ORG_DCRassumes_medical_cdr_work_fromORG_DDSSSA announced transition of medical CDR processing from State DDSs to DCR.2026-03-125This is a workload transfer, not evidence of a data-store migration.R71_REL025PROC_KEEP_WHAT_YOU_TAKEimplemented_withAPP_WLMThe current limited-rollout business model is executed in the WLM/ASC initial-claim appointment workflow.2026-08-295R71_REL026PROC_KEEP_WHAT_YOU_TAKEapplies_toORG_SSA_FIELD_OFFICESUnder the limited rollout, the office that takes the claim retains ownership through adjudication regardless of claimant local jurisdiction within participating locations.2026-08-295R71_REL027WORK_WLM_APPT_QUEUEcomponent_ofAPP_WLMWLM supports the appointment queue used to assign ASC domestic phone initial-claim appointments.2026-08-295Logical work-control component; no queue technology is inferred.R71_REL028APP_ASCfeedsWORK_WLM_APPT_QUEUEASC establishes eligible appointments and sends them to WLM for distribution.2026-08-315R71_REL029WORK_WLM_APPT_QUEUEroutes_work_toORG_SSA_FIELD_OFFICESWLM assigns queued appointments to technicians based on skillsets and availability.2026-08-295Relationship describes operational routing; no local-office ownership inference beyond the published rollout model.R71_REL030WORK_WLM_APPT_QUEUEaccessed_throughAPP_TEDTechnicians use WLM in TED and select Get Next Work to receive the next matched appointment.2026-08-295R72_REL001WORK_SSI_IRS_5H_DIARYdeveloped_viaUI_MSSICS_DPENPOMS identifies DPEN as the MSSICS documentation screen for the 5H Pension Interface diary.2026-10-065Current policy reference; physical backend is not inferred.R72_REL002DB_SSI_IRS_INTERFACEsupports_development_context_forUI_MSSICS_DPENThe SSI IRS/pension interface workflow produces 5H work that is documented in DPEN.2026-10-064Logical workflow relationship only; no direct database-to-screen transport is asserted.R72_REL003EXT_STATE_EBRprovidesDATA_EAB_BCNState BVS assigns the birth certificate number before transmitting EAB birth information to SSA.2026-10-065R72_REL004EX_EABtransmitsDATA_EAB_BCNEAB transmission to SSA includes the birth certificate number.2026-10-065R72_REL005DATA_EAB_BCNrepresented_onSYS_NUMIDENTCurrent POMS describes the EAB Numident record and EAB processing includes the birth certificate number.2026-10-065No separate table or field implementation beyond the documented Numident element is inferred.R72_REL006EXT_STATE_EBRprovidesDATA_EAB_MOTHER_ADDRESSState vital statistics transmits the mother address with the EAB request.2026-10-065R72_REL007EX_EABtransmitsDATA_EAB_MOTHER_ADDRESS20 CFR 422.103(c)(2), quoted in current POMS, lists the address of the mother among EAB data sent to SSA.2026-10-065No downstream address-master update is documented.R72_REL008DATA_SSN_RETIREMENT_DESIGapplies_toSYS_NUMIDENTOIG states duplicate-SSN remediation may include designating additional SSNs as retired.2026-10-064Physical storage field and implementation are not public.R72_REL009APP_800_EMPVERcaptures_transientDATA_TNEV_TRANSIENT_INPUTTNEV collects authentication, employer, and employee identity elements during the verification call.2026-10-065R72_REL010APP_800_EMPVERdiscards_at_call_endDATA_TNEV_TRANSIENT_INPUTCurrent PIA states all information collected and transmitted for TNEV is dropped at the end of the call.2026-10-065R72_REL011APP_800_EMPVERuses_speech_recognition_referenceEXT_TNEV_GRAMMAR_DBSSA telecommunications vendor matches spoken user IDs against a standard 2.8 trillion alphanumeric grammar database.2026-10-065Vendor/product identity is not public.R72_REL012APP_800_EMPVERverifies_employee_identity_againstSYS_NUMIDENTTNEV matches employee identity elements against Master Files of SSN Holders and SSN Applications.2026-10-065R72_REL013DATA_MONTHLY_STAT_SNAPSHOTprovides_archive_forDATA_MONTHLY_SNAPSHOT_FLATSSA regenerates the flattened time series monthly from the full archive of Monthly Statistical Snapshot HTML tables.2026-10-065R72_REL014DATA_MONTHLY_SNAPSHOT_FLATpublished_asDATA_MONTHLY_STAT_SNAPSHOTFlattened files are a machine-readable derivative companion to the Monthly Statistical Snapshot series.2026-10-064Relationship describes publication lineage, not a physical application interface.R72_REL015PROC_MSP_OUTREACHproduces_noticeNOTICE_MSP_L447SSA annually mails L447 as part of statutory low-income Medicare outreach.2026-10-065R72_REL016PROC_MSP_OUTREACHproduces_noticeNOTICE_MSP_L448SSA annually mails L448 as part of statutory low-income Medicare outreach.2026-10-065R72_REL017DATA_MSP_L447_MAILINGSsummarizesNOTICE_MSP_L447Open Data product reports annual counts of L447 notices mailed by ZIP code.2026-10-065R72_REL018DATA_MSP_L448_MAILINGSsummarizesNOTICE_MSP_L448Open Data product reports annual counts of L448 notices mailed by ZIP code.2026-10-065R72_REL019DATA_MSP_L447_MAILINGSderived_from_processPROC_MSP_OUTREACHDataset is produced from annual MSP/Extra Help outreach mailings.2026-10-065R72_REL020DATA_MSP_L448_MAILINGSderived_from_processPROC_MSP_OUTREACHDataset is produced from annual MSP/Extra Help outreach mailings.2026-10-065R72_REL021FORM_SSA3105historically_supported_request_forPROC_T2_OVERPAY_EXPLHistorical SSA-3105 allowed an overpaid person to request an explanation of the overpayment.2025-015Historical relationship only. Current 2026 notice policy and forms index do not establish continued SSA-3105 use.R72_REL022PROC_T2_OVERPAY_EXPLdocuments_inUI_DMS_RMKSCurrent POMS requires a detailed explanation, date, office code, employee identifier, and debtor decision in DMS Remarks.2026-10-065R72_REL023PROC_T2_OVERPAY_EXPLstops_recovery_viaIFACE_DRPRPSC uses DRPR with the explanation protest reason to stop recovery when applicable.2026-10-065R72_REL024PROC_T2_OVERPAY_EXPLcodes_fo_request_viaIFACE_DRPFFO uses DRPF to suspend collection or code the requested protest when an explanation requires PSC action.2026-10-065R72_REL025PROC_T2_OVERPAY_EXPLroutes_to_psc_viaUI_DMS_DMFSPOMS directs FO to transfer WMS jurisdiction using the DMFS screen in DMS.2026-10-065R72_REL026PROC_T2_OVERPAY_EXPLtransfers_workload_inAPP_WMSCurrent POMS requires transferring WMS jurisdiction for explanation protest requests to the servicing PSC.2026-10-065WMS remains separate from newer WLM because equivalence is not established.R72_REL027APP_SSI_VA_INTERFACEcarries_address_attributeDATA_VA_SSI_ADDRESSCurrent POMS VA extract includes foreign-address indicator, address type, 500-byte address data, and ZIP code.2026-10-065No automatic SSA master-address write-back is documented.R72_REL028APP_SSI_DOD_INTERFACEcarries_address_attributeDATA_DOD_SSI_ADDRESSCurrent POMS DOD extract includes beneficiary address and ZIP; legend identifies DOD as source.2026-10-065No automatic SSA master-address write-back is documented.R72_REL029APP_SSI_RRB_INTERFACEcarries_address_attributeDATA_RRB_SSI_ADDRESSCurrent POMS RRB record format includes ZIP CODE and ADDR fields.2026-10-064No automatic SSA master-address write-back is documented.R72_REL030DATA_MSP_L447_MAILINGSpublished_viaPORTAL_SSA_OPEN_DATASSA publishes the L447 mailing dataset on its Open Data site.2026-10-065R72_REL031DATA_MSP_L448_MAILINGSpublished_viaPORTAL_SSA_OPEN_DATASSA publishes the L448 mailing dataset on its Open Data site.2026-10-065R73_REL001PROC_SSI_TRUST_REVIEWusesAPP_SSITMSClaims Specialists submit trust determinations and RTRT decisions/feedback are communicated through SSITMS.2026-10-065R73_REL002ORG_RTRTperforms_review_forPROC_SSI_TRUST_REVIEWRTRT reviews SSI trust resource determinations submitted by field-office Claims Specialists.2026-10-065R73_REL003APP_SSITMSroutes_trust_determinations_toORG_RTRTSSITMS is the internal submission and response path for RTRT review.2026-10-065R73_REL004PROC_SSI_TRUST_REVIEWuses_evidence_fromAPP_EPTrust determinations and related documents are uploaded to and reviewed through the Evidence Portal.2026-10-065R73_REL005PROC_SSI_TRUST_REVIEWuses_case_information_fromAPP_SSI_CLAIMS_LOGICALCurrent trust-review POMS directs reviewers to information documented in the SSI Claims System.2026-10-065R73_REL006APP_SSITMSmaintainsDATA_SSITMS_TRUST_CASEPOMS identifies claimant/recipient name, representative payee name when applicable, SSN, trust type, remarks, statuses, and results in the SSITMS case.2026-10-065R73_REL007ORG_RTRTmaintainsREPO_SSITMS_PRECEDENTSRegional Trust Leads add and update pooled/IGRA trust precedents in the SSITMS precedent repository.2026-10-065R73_REL008REPO_SSITMS_PRECEDENTSimplemented_onPLAT_SHAREPOINTPOMS explicitly calls this the SSITMS SharePoint Repository/Site for Precedents.2026-10-065R73_REL009APP_SSITMSlinks_toREPO_SSITMS_PRECEDENTSThe SSITMS Help link provides access to the SharePoint precedent repository.2026-10-065R73_REL010ORG_OPLAWprovides_legal_evaluations_forREPO_SSITMS_PRECEDENTSRegional Trust Leads consult OPLaw before establishing/updating pooled-trust precedents; written evaluations are stored with precedent materials.2026-10-065R73_REL011APP_NAPRmaintainsDATA_NAPR_PRECEDENTSNAPR stores Tribal income/resource precedents, references, and decision-tree guidance.2026-10-065R73_REL012APP_NAPRimplemented_as_internal_site_onPLAT_SHAREPOINTCurrent POMS links NAPR through the socialsecuritygov.sharepoint.com domain.2026-10-065Platform observation is limited to the authoritative internal link target; no database technology is inferred.R73_REL013APP_NAPAreplaced_byAPP_NAPRNAPR replaced NAPA as the repository for Tribal benefit precedents; NAPA was decommissioned in January 2023.2026-10-065R73_REL014APP_NAPAprecedents_transferred_toDATA_NAPR_PRECEDENTSAll precedents formerly stored in NAPA were transferred into NAPR.2026-10-065Relationship describes migration of precedent content, not continued NAPA operation.R73_REL015APP_NAPRroutes_tribal_trust_precedents_toAPP_SSITMSPOMS directs Tribal trust precedent information to SSITMS rather than the general NAPR precedent workflow.2026-10-065R73_REL016APP_NAPRprovides_precedent_guidance_for_documentation_inAPP_CCECurrent POMS directs technicians to document Tribal income/resource treatment in a CCE Report of Contact based on NAPR precedent guidance.2026-10-065R73_REL017PROC_PERCprocessed_inAPP_MSSICSCurrent POMS provides MSSICS processing paths for PERCs.2026-10-065R73_REL018UI_MSSICS_PERCpart_ofAPP_MSSICSPreeffectuation Review Contact page is a named MSSICS page.2026-10-065R73_REL019UI_MSSICS_DSSRpart_ofAPP_MSSICSDSSR is a named MSSICS screen used during PERC processing.2026-10-065R73_REL020UI_MSSICS_DADJpart_ofAPP_MSSICSDADJ is a named MSSICS screen used during PERC processing.2026-10-065R73_REL021PROC_PERCusesUI_MSSICS_PERCMSSICS PERC processing uses the Preeffectuation Review Contact page; limited cases select WITH EXCLUSION.2026-10-065R73_REL022PROC_PERCusesUI_MSSICS_DSSRPOMS directs entry to close the open event on DSSR during PERC processing.2026-10-065R73_REL023PROC_PERCusesUI_MSSICS_DADJPOMS directs entry of the initial claim decision on DADJ during PERC processing.2026-10-065R73_REL024FORM_SSA8000BKsupportsPROC_PERCCurrent POMS uses SSA-8000-BK in full/deferred PERC development when required.2026-10-065R73_REL025FORM_SSA8010BKsupportsPROC_PERCCurrent POMS uses SSA-8010-BK for income/resource development in specified PERC workflows.2026-10-065R73_REL026PROC_PERCcan_result_in_build_or_update_ofSYS_SSRIn the documented age-18 financial-permission workflow, PERC completion precedes SSA-450-SI input that builds the SSR with specified payment status.2026-10-065Case-specific update path; not asserted for every PERC.R73_REL027UI_MCS_DICLpart_ofAPP_MCSDICL is explicitly identified as the MCS Disability Allowance/Denial screen.2026-10-065R73_REL028ORG_DDSdetermination_data_propagates_toUI_MCS_DICLCurrent POMS says DDS statutory-blind determination data propagates to the MCS DICL screen.2026-10-065R73_REL029FORM_SSA2935requires_for_electronic_submissionPROC_EFORM_EXTRA_IDVSSA Forms identifies this form as requiring additional identity verification for electronic submission.2026-10-065R73_REL030FORM_SSA8510requires_for_electronic_submissionPROC_EFORM_EXTRA_IDVSSA Forms identifies this form as requiring additional identity verification for electronic submission.2026-10-065R73_REL031FORM_SSA454BKrequires_for_electronic_submissionPROC_EFORM_EXTRA_IDVSSA Forms identifies this form as requiring additional identity verification for electronic submission.2026-10-065R73_REL032FORM_SSA827requires_for_electronic_submissionPROC_EFORM_EXTRA_IDVSSA Forms identifies this form as requiring additional identity verification for electronic submission.2026-10-065R73_REL033FORM_SSA_2574requires_for_electronic_submissionPROC_EFORM_EXTRA_IDVSSA Forms identifies this form as requiring additional identity verification for electronic submission.2026-10-065R73_REL034APP_OSSNAPcaptures_voluntary_race_ethnicity_forAPP_RACEETHCurrent SSN-card application policy requires provided race/ethnicity responses to be recorded in SSNAP; RECS is the dedicated race/ethnicity system of records.2026-10-064The public sources establish capture in SSNAP and storage in RECS but do not describe the physical interface mechanism.R73_REL035APP_RACEETHmaintainsDATA_RECS_SOURCE_INDICATORThe 2025 RECS SORN lists a source-indicator code as part of the record.2026-10-065R73_REL036DATA_RECS_SOURCE_INDICATORcan_identify_source_asEX_EABThe 2025 SORN gives Enumeration at Birth as an example value for the data-source indicator.2026-10-065R73_REL037SYS_NUMIDENTserves_as_record_source_forAPP_RACEETHThe 2025 SORN identifies the Master Files of SSN Holders and SSN Applications as a record source for RECS.2026-10-064Mapped to Numident as the Atlas identity/master record concept; the SORN names the system of records rather than a specific transport or physical table.R73_REL038PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceAPP_MCSCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL039PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceAPP_MSSICSCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL040PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceSYS_MBRCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL041PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceSYS_SSRCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL042PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceSYS_NUMIDENTCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL043PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceAPP_DRAMSCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL044PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceAPP_EVIDCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL045PROC_SYSTEM_INFO_AS_PROOFcan_use_as_acceptable_proof_sourceAPP_EPCurrent POMS permits information in this system to serve as acceptable proof for specified entitlement factors when policy conditions are met.2026-10-065R73_REL046SYS_NUMIDENTstoresDATA_NUMIDENT_SPIN6Current POMS states HALE-issued SSNs carry special indicator 6 on the Numident record.2026-10-065R73_REL047PROC_HALE_NEW_SSN_DISABILITYchecksSYS_NUMIDENTThe new-SSN disability workflow reviews Numident SPIN/cross-reference information and the reason for the SSN change.2026-10-065R73_REL048PROC_HALE_NEW_SSN_DISABILITYuses_with_exception_handlingAPP_EDCSCurrent POMS describes EDCS processing for new-SSN disability claims and identifies cases that must become EDCS exclusions.2026-10-065R73_REL049APP_EDCScannot_associate_former_and_new_ssn_claims_inPROC_HALE_NEW_SSN_DISABILITYPOMS states EDCS cannot associate a claim under the former SSN with a new claim/appeal under the newly issued SSN.2026-10-065R73_REL050PROC_HALE_NEW_SSN_DISABILITYconverts_case_toREPO_PAPER_DISABILITY_FOLDERWhen a prior filing exists under the former SSN in specified cases, POMS requires conversion to a paper folder and printing electronic documents into it.2026-10-065R73_REL051PROC_HALE_NEW_SSN_DISABILITYconfirmsDATA_HALE_SECURE_MAIL_ADDRFor HALE cases, FO staff verify that the mailing address provided by the claimant is secure for notices.2026-10-065R73_REL052DATA_HALE_SECURE_MAIL_ADDRcan_fall_back_toPROC_FO_ADDRESS_AS_MAILINGIf the claimant lacks a secure address, current POMS directs staff to consider the existing field-office-address-as-mailing procedure.2026-10-064This is an operational fallback, not an automatic master-address update.R74_REL001DB_CLAIMS_FOLDERS_SYSTEMsource_records_forDB_HA_CASE_CONTROL_RECORDSSORN 60-0009 identifies Claims Folders System records among sources for case-control records.2026-01-085R74_REL002DB_EDIB_CLAIM_FILEsource_records_forDB_HA_CASE_CONTROL_RECORDSSORN 60-0009 identifies Electronic Disability Claim File records among sources for case-control records.2026-01-085R74_REL003DB_APPOINTED_REPsource_records_forDB_HA_CASE_CONTROL_RECORDSSORN 60-0009 identifies Appointed Representative File records among sources for case-control records.2026-01-085R74_REL004SYS_HOTS_RECORDSrecords_combined_intoDB_HA_CASE_CONTROL_RECORDSApril 20, 2026 rescindment says 60-0010 records will be combined and managed through 60-0009.2026-04-205Records-governance consolidation; migration mechanism not stated.R74_REL005DB_ALJ_WORKING_FILEelectronically_maintained_and_viewed_inREPO_EVIEW_PRIVATE_SECTION60-0005 states electronic ALJ working-file documents are gathered, maintained, and viewed in the Private Section of eView.2018-11-015R74_REL006REPO_EVIEW_PRIVATE_SECTIONpart_ofAPP_EVIEWThe SORN describes the Private Section as a restricted section of eView.2018-11-015R74_REL007DB_ALJ_WORKING_FILEofficial_copies_placed_inDB_CLAIMS_FOLDERS_SYSTEM60-0005 states official copies of working-file materials are placed in claim folders.2018-11-015Logical claim-folder relationship; exact eFolder/paper routing varies by case.R74_REL008DB_AC_WORKING_FILEelectronically_maintained_and_viewed_inREPO_EVIEW_PRIVATE_SECTION60-0004 states electronic Appeals Council working-file documents are gathered, maintained, and viewed in the Private Section of eView.2018-11-015R74_REL009DB_AC_WORKING_FILEmay_contain_copy_ofDATA_HEARING_TRANSCRIPT60-0004 says the Appeals Council working file may contain copies of transcripts when available.2018-11-015R74_REL010DATA_HEARING_RECORDINGsource_forDATA_HEARING_TRANSCRIPT60-0006 says the hearing recording is the basic hearing record and the source from which the documentary transcript is prepared.2018-11-015R74_REL011DB_OHO_EXPERT_AVAILstoresDATA_OHO_EXPERT_BUS_ADDRESS60-0012 explicitly includes business address(es) for covered experts and reporters.2018-11-015R74_REL012DB_OHO_EXPERT_AVAILsupportsPROC_OHO_VE_BPA60-0012 is used for BPA administration, availability, scheduling, usage assessment, renewals, invoices and related expert/reporter management.2026-10-065Current SSA VE page separately confirms VE services continue under BPAs.R74_REL013DB_OHO_EXPERT_AVAILcontains_usage_information_overlappingDB_OHO_EXPERT_USAGE60-0012 says it contains usage records while 60-0013 separately governs expert usage records.2026-10-064Exact physical overlap, duplication, synchronization, or consolidation is not established.R74_REL014DB_OHO_EXPERT_USAGEsupportsPROC_OHO_VE_BPA60-0013 uses expert usage information for contract/BPA renewal and statistical/summary reporting.2018-11-015R74_REL015APP_ERE_EXPERTSprovides_assigned_case_access_toDB_EDIB_CLAIM_FILEERE for Experts gives authorized experts access to exhibited documents in assigned claimant eFolders.2026-10-065Modeled at eFolder/eDIB logical data-store level; exact current service interface is not inferred.R74_REL016APP_ERE_EXPERTSuses_authorization_tableDB_ERE_EXPERT_ADMINCurrent ERE for Experts FAQ says the expert authorization SSN is housed only in the restricted Admin Table.2026-10-065R74_REL017DB_ERE_EXPERT_ADMINstoresDATA_ERE_EXPERT_AUTH_SSNCurrent ERE for Experts FAQ says expert SSN is housed only in the Admin Table and used for authentication/authorization.2026-10-065R74_REL018APP_ERE_EXPERTSdocumentation_names_authorization_dependency_onAPP_CPMSCurrent live ERE page says access compares ERE account SSN to expert assignment SSN in CPMS.2026-10-063Conflict: CPMS is independently documented as retired September 26, 2025. Current post-retirement backing assignment mechanism is unresolved; do not treat this as proof CPMS remains active.R74_REL019APP_ERE_EXPERTSstatus_reports_include_cases_fromAPP_HACPSMarch 27, 2021 ERE release added HACPS cases to expert status reports.2021-03-275Current persistence of the exact implementation is not separately confirmed.R74_REL020APP_ERE_EXPERTSaccepts_uploadDATA_ERE_EXPERT_RESUMEDecember 9, 2016 release added expert resume/CV upload.2016-12-095R74_REL021DATA_ERE_EXPERT_RESUMEuploaded_toDB_EDIB_CLAIM_FILE2016 release says the CV/resume can be uploaded to an eFolder.2016-12-095Logical eFolder relationship; no inference to SORN 60-0014 physical storage.R74_REL022APP_ERE_EXPERTSproducesDATA_ERE_EXPERT_STATUS_REPORTERE for Experts offers downloadable/viewable assigned-case status reports.2026-10-065R74_REL023APP_ALJ_MISCONDUCTstoresDATA_ALJ_PAMC_ADDRESS2025 PIA says ALJ/PAMC collects and maintains claimant address when provided and relevant to complaint.2025-02-115No master-address propagation established.R74_REL024ORG_SSA_OCACTpublishesREPORT_OACT_ECONOMIC_2026OCACT published the long-range economic assumptions memorandum supporting the 2026 Trustees Report.2026-06-095R74_REL025REPORT_OACT_ECONOMIC_2026documents_assumptions_forREPORT_TRUSTEES_2026Memorandum documents long-range economic assumptions used in the 2026 Trustees Report.2026-06-095R74_REL026ORG_SSA_OCACTpublishesDATA_OACT_PRINC_ECON_2026OCACT publishes Table V.B1 as a public 2026 Trustees Report data table.2026-06-095R74_REL027DATA_OACT_PRINC_ECON_2026table_forREPORT_TRUSTEES_2026Table V.B1 is part of the 2026 OASDI Trustees Report economic assumptions/data products.2026-06-095R75_REL001SYS_NUMIDENTsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies Master Files of SSN Holders and SSN Applications among source record systems.2025-08-205R75_REL002DB_CLAIMS_FOLDERS_SYSTEMsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies Claims Folders System among source record systems.2025-08-205R75_REL003SYS_MBRsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies MBR among source record systems.2025-08-205R75_REL004SYS_SSRsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies SSI Record/SVB among source record systems.2025-08-205R75_REL005DB_EDIB_CLAIM_FILEsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies the Electronic Disability Claim File among source record systems.2025-08-205R75_REL006DB_RAMPsource_records_forDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 identifies RAMP among source record systems.2025-08-205Reverse direction is also documented in the 2026 RAMP SORN: 60-0350 is a source for RAMP, so these record systems can each be source categories for the other in different operational contexts.R75_REL007APP_AIRSsupplies_high_risk_reports_toDB_APPT_VISITOR_CUSTOMER_RECORD60-0350 explicitly lists source of the report from the Automated Incident Reporting System.2025-08-205R75_REL008DB_APPT_VISITOR_CUSTOMER_RECORDcontainsDATA_CSR_VISITOR_MAILING_ADDRESS60-0350 visitor records include mailing address.2025-08-205Mailing-address provenance is not assigned to a specific upstream system because the SORN source categories are broader than this field.R75_REL009DB_APPT_VISITOR_CUSTOMER_RECORDcontainsDATA_CSR_HIGH_RISK_ALERT60-0350 includes High Risk alert information among its record categories.2025-08-205R75_REL010APP_AIRSsource_forDATA_CSR_HIGH_RISK_ALERT60-0350 identifies AIRS as source of the report underlying High Risk alert information.2025-08-205R75_REL011DB_APPT_VISITOR_CUSTOMER_RECORDsupports_transactions_inDOM_TITLE260-0350 purpose includes assisting with Title II claims and post-entitlement actions.2025-08-205R75_REL012DB_APPT_VISITOR_CUSTOMER_RECORDsupports_transactions_inDOM_TITLE1660-0350 purpose includes assisting with Title XVI claims and post-entitlement actions.2025-08-205R75_REL013DB_APPT_VISITOR_CUSTOMER_RECORDsupports_ssn_actions_usingSYS_NUMIDENT60-0350 purpose includes SSN applications/actions and identifies Numident records as a source.2025-08-204This does not establish direct write access or a technical interface to Numident.R75_REL014DB_CLAIMS_FOLDERS_SYSTEMsource_records_forDB_RAMP2026 RAMP SORN identifies Claims Folder System as a source.2026-01-165R75_REL015DB_EDIB_CLAIM_FILEsource_records_forDB_RAMP2026 RAMP SORN identifies Electronic Disability Claim File as a source.2026-01-165R75_REL016DB_APPT_VISITOR_CUSTOMER_RECORDsource_records_forDB_RAMP2026 RAMP SORN identifies 60-0350 as a source.2026-01-165R75_REL017EXT_DHS_ADISsupplies_records_toDB_TRAVEL_BORDER_CROSSING60-0389 names DHS CBP Arrival and Departure Information System as a source under established data exchange agreements.2025-08-205R75_REL018DB_TRAVEL_BORDER_CROSSINGsupports_entitlement_or_eligibility_forDOM_TITLE260-0389 purpose is to identify U.S. absences to establish or verify Title II entitlement.2025-08-205R75_REL019DB_TRAVEL_BORDER_CROSSINGsupports_entitlement_or_eligibility_forDOM_TITLE1660-0389 purpose is to identify U.S. absences to establish or verify Title XVI eligibility.2025-08-205R75_REL020DB_TRAVEL_BORDER_CROSSINGsupports_entitlement_or_eligibility_forDOM_MEDICARE60-0389 purpose includes Title XVIII eligibility/entitlement.2025-08-205R75_REL021PROC_UPLOAD_SIGNED_APP_INTAKEusesAPP_UPLOAD_DOCUMENTSSigned benefit applications can be electronically submitted through Upload Documents after mySSA authentication.2026-07-225R75_REL022PROC_UPLOAD_SIGNED_APP_INTAKEtechnician_loads_application_intoAPP_MCSPOMS directs technicians to load the signed application into MCS or CCE.2026-07-225Manual/technician processing; not modeled as an automatic electronic transfer.R75_REL023PROC_UPLOAD_SIGNED_APP_INTAKEtechnician_loads_application_intoAPP_CCEPOMS directs technicians to load the signed application into MCS or CCE.2026-07-225Manual/technician processing; not modeled as an automatic electronic transfer.R75_REL024PROC_UPLOAD_SIGNED_APP_INTAKEreceiptsWORK_MCS_ATTEST_ISSUETechnician receipts the ATTEST issue and adds a remark identifying Upload Documents as the actual signature method.2026-07-225R75_REL025WORK_MCS_ATTEST_ISSUEautomatically_propagates_toUI_MCS_DW01Current policy says MCS automatically propagates ATTEST to DW01 even when attestation is not the actual signature method.2026-07-225Remarks must identify the true method such as upload docs, wet signature, or CPAS.R75_REL026FORM_SSA721provides_death_evidence_toAPP_DIPSCurrent POMS directs SSA-721 death records to be added to Numident using DIPS.2026-05-295R75_REL027FORM_SSA721containsDATA_SSA721_SURVIVOR_ADDRESSCurrent SSA-721 provides fields for surviving spouse/child addresses when known.2024-105R75_REL028DATA_SSA721_SURVIVOR_ADDRESSused_to_address_notice_fromAPP_DPSWhen SSA-721 contains survivor name/address, POMS directs sending a Survivor letter in the DPS General folder.2026-05-295No update to MBR, SSR, Numident, or PI/PERSON is stated.R75_REL029APP_DPSgeneratesNOTICE_SURVIVOR_LETTERPOMS directs staff to send the Survivor letter from the General folder in DPS.2026-05-295R75_REL030FORM_SSA721coded_inAPP_EVIDFor a beneficiary who filed a claim, current POMS directs staff to annotate EVID with 721.2026-05-295R75_REL031FORM_SSA8203BKsupportsPROC_SSI_RZ_ADDRESS_DEVELOPMENTCurrent RZ policy uses SSA-8203-BK address/residence questions for paper redeterminations.2026-09-175R75_REL032PROC_SSI_RZ_ADDRESS_DEVELOPMENTusesUI_SSI_LRESCurrent policy documents residence address on LRES.2026-09-175R75_REL033PROC_SSI_RZ_ADDRESS_DEVELOPMENTusesUI_SSI_APIDCurrent policy documents mailing address on APID.2026-09-175R75_REL034PROC_SSI_RZ_ADDRESS_DEVELOPMENTcompares_alleged_residence_withSYS_SSRCurrent policy says if the alleged address is on SSR no further COA development is required; otherwise staff determine whether an unreported COA occurred.2026-09-105Comparison does not itself overwrite SSR.R75_REL035FORM_SSA8006F4documents_development_forPROC_SSI_RZ_ADDRESS_DEVELOPMENTCurrent policy permits use of SSA-8006-F4 for residence/living-arrangement development when necessary.2026-09-104R75_REL036FORM_SSA8007documents_development_forPROC_SSI_RZ_ADDRESS_DEVELOPMENTCurrent policy permits use of SSA-8007 for residence/living-arrangement development when necessary.2026-09-104R75_REL037FORM_SSA8008documents_development_forPROC_SSI_RZ_ADDRESS_DEVELOPMENTCurrent policy permits use of SSA-8008 for residence/living-arrangement development when necessary.2026-09-104R75_REL038REPORT_SSAB_SSI_REPORTING_2026advisesINIT_SSI_IMPROVEMENTSSAB frames its digital-reporting recommendations as opportunities for SSA and its SSI Improvement Team.2026-07-254Advisory recommendation, not deployment evidence.R75_REL039REPORT_SSAB_SSI_REPORTING_2026evaluates_reporting_limitations_ofAPP_SSIMWVSSAB says online SSI tools remain limited to monthly wage submissions and recommends considering broader reporting capabilities.2026-07-254Report does not state SSIMWV is the only wage tool; relationship represents the documented monthly-wage digital capability class.R75_REL040ORG_SSA_OCACTpublishesDATA_PAYMENT_CALC_BASESOACT Actuarial Services determines and publishes annual Payment Calculation Bases.20265R75_REL041DATA_PAYMENT_CALC_BASESapplies_toDOM_TITLE2OACT publishes a distinct Title II payment calculation base.20265R75_REL042DATA_PAYMENT_CALC_BASESapplies_toDOM_TITLE16OACT publishes a distinct Title XVI payment calculation base.20265R75_REL043DATA_PAYMENT_CALC_BASESsupportsPROC_VR_COST_REIMBPayment Calculation Bases are used for payments to rehabilitation-service providers under applicable SSA program rules.20264Public OACT source establishes provider-payment purpose; specific VR reimbursement system handoff is not described, so this is a business-rule support relationship, not a technical interface.R76_REL001DATA_MBR_MAILING_ADDRESSstored_inSYS_MBRCurrent Title II address policy and myCOA policy identify the beneficiary mailing address as maintained on the MBR.2026-10-065R76_REL002APP_MYCOAupdatesDATA_MBR_MAILING_ADDRESSmyCOA permits eligible Title II users to update mailing address; the change posts to the MBR overnight.2026-10-065R76_REL003PROC_NCOA_TITLEIIupdatesDATA_MBR_MAILING_ADDRESSEligible USPS NCOA matches conditionally update the Title II mailing address maintained on MBR.2026-10-065R76_REL004DATA_MBR_RESIDENCE_SCCstored_inSYS_MBRPOMS requires SCC coding on MBR when residence differs from mailing address.2026-10-065R76_REL005ORG_CMSusesDATA_MBR_RESIDENCE_SCCCMS uses the MBR SCC to verify that a Medicare Advantage member resides in a certified service area.2026-10-065R76_REL006PROC_MA_SCC_ADDRESS_VERIFYreviewsDATA_MBR_RESIDENCE_SCCThe workflow compares beneficiary residence and county information with the MBR SCC and Medicare records.2026-10-065R76_REL007PROC_MA_SCC_ADDRESS_VERIFYusesQRY_HIQRPOMS directs staff to compare MBR and HIQR information after MBR address/SCC correction processing.2026-10-065R76_REL008PROC_MA_SCC_ADDRESS_VERIFYusesDATA_MA_ADDRESS_VERIFY_FORMThe POMS exhibit captures mailing address, permanent residence address and county of residence for discrepancy resolution.2026-10-065R76_REL009PROC_MA_SCC_ADDRESS_VERIFYmay_updateSYS_MBRVerified beneficiary information can require correction of MBR address/SCC data.2026-10-065R76_REL010SYS_MBRaddress_correction_propagates_toQRY_HIQRPOMS instructs staff to allow two days for an MBR address correction to pass to HIQR.2026-10-065The cited POMS does not describe transport or intermediate stores.R76_REL011PROC_MA_SCC_ADDRESS_VERIFYmay_trigger_partner_correction_byORG_CMSWhere HIQR/CMS records are wrong after SSA verification, the case may be referred to CMS for correction of CMS records.2026-10-065R76_REL012DATA_NUMIDENT_SSDstored_inSYS_NUMIDENTCurrent POMS describes this field as part of the Death Data Numident query response.2026-10-065R76_REL013DATA_NUMIDENT_EDR_FIELDstored_inSYS_NUMIDENTCurrent POMS describes this field as part of the Death Data Numident query response.2026-10-065R76_REL014DATA_NUMIDENT_PODstored_inSYS_NUMIDENTCurrent POMS describes this field as part of the Death Data Numident query response.2026-10-065R76_REL015DATA_NUMIDENT_DEATH_COMMENTSstored_inSYS_NUMIDENTCurrent POMS describes this field as part of the Death Data Numident query response.2026-10-065R76_REL016APP_PERSON_INFOprovides_query_access_toDATA_NUMIDENT_SSDPOMS directs staff to use Person Information via iMAIN to access Numident death information including source-of-death coding.2026-10-065R76_REL017DATA_NUMIDENT_SSDgoverns_disclosure_handling_forDATA_DMFState-source codes on Numident invoke section 205(r) restrictions on disclosure of state death information.2026-10-065Relationship expresses policy handling, not a file-level data transfer.R76_REL018DATA_NUMIDENT_SSDcombined_withDATA_NUMIDENT_PODCurrent proof-of-death policy interprets SSD and POD together to determine preferred/proven death evidence.2026-10-065R76_REL019DATA_NUMIDENT_EDR_FIELDcombined_withDATA_NUMIDENT_PODVerified EDR proof requires the EDR indicator together with POD and other Numident death fields.2026-10-065R76_REL020DATA_NUMIDENT_EDR_FIELDcombined_withDATA_NUMIDENT_DEATH_COMMENTSCurrent POMS uses the EDR indicator and the EDR Death Report comment as part of the verified-EDR test.2026-10-065R76_REL021EX_IEDRcontributes_toDATA_NUMIDENT_EDR_FIELDCurrent policy treats an EDR-marked Numident death as state-source death information.2026-10-064The public policy establishes EDR provenance semantics but does not document the internal field-write interface; relationship is intentionally non-mechanistic.R76_REL022APP_DIPSmaintainsDATA_NUMIDENT_SSDDIPS is the required application for adding, changing, or removing Numident death information; source coding is part of the resulting Death Data Numident record.2026-10-064Field-specific write mechanics are not public.R76_REL023APP_ISSNRCgenerates_activity_forDATA_ISSNRC_APP_VOLUMESSSA Open Data says the public dataset uses front-end activity counts from the Online Social Security Replacement Card Application.2026-10-065R76_REL024APP_ISSNRCtransactions_stored_inDB_ISSNRC_ACTIVITY_DWSSA Open Data says captured internet replacement-card transactions are stored in a data warehouse.2026-10-065R76_REL025DB_ISSNRC_ACTIVITY_DWsource_forDATA_ISSNRC_APP_VOLUMESThe documented warehouse stores the captured transactions used for the public usage dataset.2026-10-064SSA does not name the warehouse or explicitly describe the extract job, so only the publication-source role is recorded.R76_REL026ORG_TREASURYprovidesEX_TREASURY_OACT_MONTHLY_TRUST_DATAOACT states Treasury manages the Social Security trust funds and provides SSA monthly financial-operations and investment data.2026-10-065R76_REL027EX_TREASURY_OACT_MONTHLY_TRUST_DATAreceived_byORG_SSA_OCACTOCACT publishes trust-fund financial and investment products from Treasury-provided data.2026-10-064SSA page says Treasury provides SSA data; OCACT recipient role is inferred only at organizational publication boundary, not internal routing.R76_REL028ORG_BFSprovides_monthly_reports_forDATA_OACT_TRUST_FUND_HOLDINGSOACT says monthly Bureau of the Fiscal Service reports provide holdings by security type, interest rate and maturity date.2026-10-065R76_REL029ORG_BFSprovides_monthly_reports_forDATA_OACT_TRUST_FUND_TRANSACTIONSOACT says monthly Bureau of the Fiscal Service reports support trust-fund investment transaction reporting.2026-10-065R76_REL030EX_TREASURY_OACT_MONTHLY_TRUST_DATAfeedsDATA_OACT_TRUST_FUND_FINANCIALTreasury monthly financial-operations data are the documented upstream source family for OACT trust-fund financial data.2026-10-065R76_REL031EX_TREASURY_OACT_MONTHLY_TRUST_DATAfeedsDATA_OACT_TRUST_FUND_HOLDINGSTreasury/Fiscal Service monthly investment data support the OACT holdings product.2026-10-065R76_REL032EX_TREASURY_OACT_MONTHLY_TRUST_DATAfeedsDATA_OACT_TRUST_FUND_TRANSACTIONSTreasury/Fiscal Service monthly investment data support the OACT transaction product.2026-10-065R76_REL033DATA_OACT_TRUST_FUND_FINANCIALincludes_viewDATA_OACT_TRUST_FUND_TIME_SERIESThe OACT financial-data family exposes a selectable time-series view for trust-fund financial items.2026-10-065R76_REL034ORG_SSA_OCACTpublishesDATA_OACT_TRUST_FUND_FINANCIALOCACT publishes Social Security trust-fund financial operations data.2026-10-065R76_REL035ORG_SSA_OCACTpublishesDATA_OACT_TRUST_FUND_HOLDINGSOCACT publishes trust-fund investment-holdings reports.2026-10-065R76_REL036ORG_SSA_OCACTpublishesDATA_OACT_TRUST_FUND_TRANSACTIONSOCACT publishes trust-fund investment-transaction reports.2026-10-065R76_REL037ORG_SSA_OCACTpublishesDATA_OACT_TRUST_FUND_TIME_SERIESOCACT publishes selectable time-series trust-fund financial data.2026-10-065R76_REL038DATA_OACT_TRUST_FUND_FINANCIALsupportsREPORT_TRUSTEES_2026The 2026 Trustees Report financial-operations section cross-references OACT trust-fund program data and presents consistent fund-operation and investment measures.2026-10-064This is a publication/data-support relationship, not a claim about the Trustees Report production software.R77_REL001DATA_SSR_ACDstored_onSYS_SSRPOMS identifies ACD on the SSR address query and uses it to assess SSI address recency.2026-10-065R77_REL002DATA_MBR_ADDR_UPDATEDstored_onSYS_MBRPOMS identifies ADDR Updated on MBR as the Title II address recency value compared with SSR ACD.2026-10-065R77_REL003PROC_T2_SSI_ADDR_RECENCYcomparesDATA_SSR_ACDUndeliverable-mail workflow compares SSR ACD against MBR address update date.2026-10-065R77_REL004PROC_T2_SSI_ADDR_RECENCYcomparesDATA_MBR_ADDR_UPDATEDWorkflow compares MBR ADDR Updated with SSR ACD.2026-10-065R77_REL005PROC_T2_SSI_ADDR_RECENCYuses_more_recent_address_fromSYS_SSRIf SSR ACD is later, staff accept SSI address as most current.2026-10-065Technician action, not automatic replication.R77_REL006PROC_T2_SSI_ADDR_RECENCYupdates_viaAPP_POSNewer SSI address is input to Title II through POS.2026-10-065R77_REL007PROC_T2_SSI_ADDR_RECENCYupdatesSYS_MBRSelected more-current SSI address is entered to MBR through POS.2026-10-065No background synchronization inferred.R77_REL008PROC_T2_UNDELIV_ADDRESSincludesPROC_T2_SSI_ADDR_RECENCYAddress-date comparison is a step in Title II undeliverable-mail development.2026-10-065R77_REL009ORG_DDSusesFORM_SSA408DDS prepares SSA-408 to route paper disability folders.2026-10-065Electronic cases use electronic routing.R77_REL010FORM_SSA7004mailed_toORG_WBDOCSSA-7004 paper Statement requests enter the Wilkes-Barre Statement-request processing path.2026-10-064Current help says use the form address; POMS supplies DOC/WBDOC processing context.R77_REL011FORM_SSA7004requests_processing_byAPP_PEBESSSA-7004 is the paper request artifact within the Social Security Statement/PEBES processing subchapter.2026-10-064Not a direct system interface.R77_REL012FORM_HA85available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists HA-85 in the July 25, 2026 conversational-form release.2026-10-065R77_REL013FORM_HA539available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists HA-539 in the July 25, 2026 conversational-form release.2026-10-065R77_REL014FORM_SSA263available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists SSA-263 in the July 25, 2026 conversational-form release.2026-10-065R77_REL015FORM_SSA371available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists SSA-371 in the July 25, 2026 conversational-form release.2026-10-065R77_REL016FORM_SSA789available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists SSA-789 in the July 25, 2026 conversational-form release.2026-10-065R77_REL017FORM_SSA792available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists SSA-792 in the July 25, 2026 conversational-form release.2026-10-065R77_REL018FORM_SSA1021available_asCAP_UPLOAD_CONVERSATIONALEM-26029 lists SSA-1021 in the July 25, 2026 conversational-form release.2026-10-065R77_REL019FORM_SSA1021establishes_appeal_inAPP_MAPSPOMS says MAPS Appeal Application screens or SSA-1021 are used to establish Extra Help appeal.2026-10-065R77_REL020FORM_SSA1021mailed_toORG_WBDOCPOMS says the mailing address on SSA-1021 is WBDOC.2026-10-065R77_REL021PROC_EXTRA_HELP_APPEALimplemented_inAPP_MAPSExtra Help appeals are established in MAPS.2026-10-065R77_REL022PROC_EXTRA_HELP_APPEALusesFORM_SSA1021SSA-1021 is a request channel for Extra Help appeal.2026-10-065R77_REL023PROC_EXTRA_HELP_APPEALdecided_byORG_SAUEstablished appeal is submitted to Subsidy Appeals Unit for decision.2026-10-065R77_REL024FORM_SSA8012succeeds_for_current_periodsFORM_SSA8011F3SSA-8012 is used for periods effective 2024-09-30 or later; SSA-8011-F3 applies to earlier periods.2026-10-065R77_REL025FORM_SSA8011F3used_when_system_documentation_not_feasible_inAPP_SSI_CLAIMS_LOGICALFor applicable historical periods, POMS uses SSA-8011-F3 when file cannot be documented solely in SSI Claims System.2026-10-065R77_REL026EX_EAEcarriesDATA_EAE_DHS_DOS_MAILING_ADDRESSEAE carries immigration/admission data used to mail SSN card.2026-10-065No program-master address update inferred.R77_REL027DATA_EAE_DHS_DOS_MAILING_ADDRESSoriginates_fromORG_DOSDoS collects visa enumeration data; POMS identifies DHS or DoS address as card mailing source.2026-10-064CBP may update data at admission.R77_REL028DATA_EAE_DHS_DOS_MAILING_ADDRESSmay_be_updated_byORG_CBPCBP updates enumeration data when immigrant is admitted before downstream DHS transfer.2026-10-065Specific field changes vary.R77_REL029ORG_DOStransmits_enumeration_data_toORG_CBPDoS electronically sends immigrant visa enumeration information to CBP.2026-10-065R77_REL030ORG_CBPtransmits_updated_enumeration_data_toORG_USCISAfter admission, CBP updates enumeration data and electronically sends it to USCIS.2026-10-065R77_REL031DATA_NUMIDENT_EAE_FMC_Astored_onSYS_NUMIDENTForm Code A appears on Numident to indicate EAE record creation.2026-10-065R77_REL032EX_EAEresults_inDATA_NUMIDENT_EAE_FMC_AFully processed EAE record is marked on Numident with Form Code A.2026-10-065No physical write interface inferred.R78_REL001UI_MSSICS_ACIDpart_ofAPP_MSSICSCurrent POMS identifies ACID as the client-identification screen for applications taken in MSSICS.2026-10-065R78_REL002UI_MSSICS_MULTI_SSNpart_ofAPP_MSSICSCurrent POMS identifies the Multiple SSNs page as the MSSICS page used to collect other names and SSNs.2026-10-065R78_REL003UI_MSSICS_MULTI_SSNsupports_verification_againstSYS_NUMIDENTCurrent POMS says the collected other names and SSNs are needed for Numident verification.2026-10-065R78_REL004FORM_SSA377requests_verification_fromORG_DOSSSA-377 requests Department of State verification of U.S. passport and specified citizenship records.2026-10-065R78_REL005DATA_DIFSLA_RESPONSEfiltered_byCOMP_DIFSLA_ALERT_PROFILERCurrent CMA attachment says returned IRS-matched records are screened by criteria/tolerances and then a profiling module reduces alerts released to field offices.2026-10-064R78_REL006ORG_SSA_OQIdevelopedCOMP_DIFSLA_ALERT_PROFILERCurrent CMA attachment identifies the Office of Quality Improvement as developer of the profiling module.2026-10-064R78_REL007COMP_DIFSLA_ALERT_PROFILERproducesDATA_DIFSLA_FO_ALERTThe profiling module further reduces the number of IRS alerts released to field offices for development.2026-10-064R78_REL008DATA_DIFSLA_FO_ALERTrouted_toORG_SSA_FIELD_OFFICESCurrent CMA attachment describes DIFSLA IRS alerts released to field offices for development.2026-10-064R78_REL009DATA_DIFSLA_RESPONSErequires_independent_verification_viaPROC_DIFSLA_INDEPENDENT_VERIFYCurrent CMA requires SSA to independently verify IRS unearned-income match information before adverse benefit action.2026-10-065R78_REL010PROC_DIFSLA_INDEPENDENT_VERIFYprecedes_adverse_action_inDOM_TITLE16Verification and opportunity to contest are required before termination, denial, suspension, or reduction of SSI benefits.2026-10-065R78_REL011DATA_HAVV_TXN_STATEsummarizesEX_HAVVSSA Open Data says the public dataset represents combined results of state HAVV verification transactions.2026-10-065R78_REL012ORG_SSA_OCACTpublishesDATA_OACT_BEND_POINTSOACT publishes the annual PIA and maximum-family-benefit bend-point series.2026-10-065R78_REL013DATA_OACT_BEND_POINTSsupports_benefit_formula_inDOM_TITLE2The OACT page identifies the values as dollar amounts in the Primary Insurance Amount and maximum-family-benefit formulas.2026-10-065R78_REL014PROC_BSO_NONSSN_IDMEusesSVC_IDMESSA 2026 employer guidance directs registrants without an SSN to ID.me using an ITIN or passport and requires MFA for BSO access.2026-10-065R78_REL015PROC_BSO_NONSSN_IDMEenables_access_toPLAT_BSOThe alternative ID.me registration path enables access to Business Services Online for registrants without an SSN.2026-10-065R78_REL016APP_DIPSmay_match_againstDB_ALPHIDENTSSA OIG reported in January 2026 that DIPS performs an Alphident match when an incoming death report lacks an SSN or the SSN does not match Numident.2026-10-064Oversight source describes SSA response; detailed matching criteria remain nonpublic.R78_REL017FORM_HA86submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL018FORM_HA510submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL019FORM_HA4608submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL020FORM_HA4631submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL021FORM_HA4632submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL022FORM_HA4633submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL023FORM_SSA3submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL024FORM_SSA8submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL025FORM_SSA10submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL026FORM_SSA25submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL027FORM_SSA44submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL028FORM_SSA150submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL029FORM_SSA372submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL030FORM_SSA521submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL031FORM_SSA546submitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSA Forms page lists Complete Online Form and Upload PDF routes; the page states select electronic form completion/upload uses the Upload Documents feature.2026-10-065R78_REL032DATA_FI_BANK_STATEMENT_EVIDENCEsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent SSI resource policy expressly allows downloaded bank-statement files and images to be submitted electronically using Upload Documents.2026-10-065R78_REL033DATA_FI_BANK_STATEMENT_EVIDENCEsupports_resource_verification_inDOM_TITLE16Current POMS accepts complete and unaltered bank statements or qualifying FI records as evidence for SSI account/resource development under specified conditions.2026-10-065Alternative evidence can coexist with required AFI negative searches; no claim of replacing AFI globally.R79_REL001DB_EDIB_CLAIM_FILEmaintainsDATA_EDIB_ADDR_CHANGE_REPORTCurrent SORN 60-0320 includes post-adjudicative reports of changes of address entered into computer processes.2026-10-065R79_REL002DB_EDIB_CLAIM_FILEmaintainsDATA_EDIB_EMSG_SELECTIONCurrent SORN 60-0320 includes opt-in and opt-out selections for electronic messaging.2026-10-065R79_REL003DB_EDIB_CLAIM_FILEmaintainsDATA_EDIB_PROVIDER_CREDENTIALCurrent SORN includes provider address, TIN, medical license number and license expiration date.2026-10-065R79_REL004EXT_HHS_OIG_LEIEprovides_exclusion_status_toDB_EDIB_CLAIM_FILESORN 60-0320 identifies LEIE as a record source and stores an indicator when a medical examiner/provider is listed.2026-10-065R79_REL005DB_EDIB_CLAIM_FILEhas_records_inARCH_CLOUDThe 2026 SORN says information is also located in additional locations in connection with cloud-based services.2026-10-065Does not establish that the named PLAT_EDIB_CLOUD is the same hosting boundary.R79_REL006DB_DDS_CE_PROVIDER_FILEmaintainsDATA_CE_PROVIDER_ADDRCurrent 60-0046 includes provider address in CE Provider File.2026-10-065R79_REL007DB_DDS_CE_PROVIDER_FILEmaintainsDATA_CE_PROVIDER_CREDENTIALCurrent 60-0046 includes license and credential information including expiration date.2026-10-065R79_REL008DB_DDS_CE_PROVIDER_FILEmaintainsDATA_CE_PROVIDER_PHOTO_IDCurrent 60-0046 includes images of CE provider photo identification cards.2026-10-065R79_REL009DB_DDS_CE_PROVIDER_FILEmaintainsDATA_CE_PROVIDER_OVERSIGHTCurrent 60-0046 includes CE quality/timeliness, fees, site visits, oversight, exclusion information, preferences and investigations.2026-10-065R79_REL010DB_DDS_CE_PROVIDER_FILEhas_records_inARCH_CLOUDThe 2026 SORN says CE Provider File information may also be in cloud-based service locations and backup locations.2026-10-065Cloud provider/platform is not named.R79_REL011SYS_NUMIDENTmaintainsDATA_NUMIDENT_FRAUD_APP_MAIL_ADDRCurrent 60-0058 explicitly includes mailing addresses for persons filing SSN applications supported by suspected or fraudulent evidence.2026-10-065R79_REL012APP_EDCStransfers_cdr_reconsideration_toORG_DHUCurrent CDR reconsideration policy directs EDCS transfer to DDS or the Disability Hearing Unit.2026-10-065R79_REL013UTIL_EDCS_UATsends_address_or_phone_update_toORG_DHUAfter transfer, the FO sends a UAT with the individual new address or telephone number to DDS or DHU.2026-10-065R79_REL014FORM_SSA408routes_paper_address_change_toORG_DHUFor paper official folders, current POMS directs SSA-408 to forward change-of-address information to DDS or DHU.2026-10-065R79_REL016ORG_OPMsubmits_identifiers_toEX_CMA1045_OPM_EARNOPM submits full name, SSN, date of birth, and requested tax year(s) under CMA 1045.2026-10-065R79_REL017EX_CMA1045_OPM_EARNverifies_identity_againstSYS_NUMIDENTNotice says OPM identifiers are compared with SSA Enumeration System before earnings disclosure.2026-10-065R79_REL018EX_CMA1045_OPM_EARNreturns_earnings_fromSYS_MEFCMA 1045 uses the Earnings Recording and Self-Employment Income System / MEF to return matched wage and self-employment information.2026-10-065R79_REL019SYS_MEFprovidesDATA_CMA1045_EMPLOYER_ADDRCMA 1045 categories of records explicitly include employer address(es) in the SSA matched earnings return.2026-10-065R79_REL020DATA_CMA1045_EMPLOYER_ADDRtransmitted_viaEX_CMA1045_OPM_EARNEmployer address is one of the wage/self-employment fields SSA discloses on a match.2026-10-065R79_REL021ORG_OPMsubmits_identifiers_toEX_CMA1071_OPM_BENEFITOPM submits name, SSN, DOB and SVES indicator under CMA 1071.2026-10-065R79_REL022DATA_CMA1071_SVES_INDsubmitted_viaEX_CMA1071_OPM_BENEFITThe SVES indicator is a named input field in the CMA 1071 request.2026-10-065R79_REL023EX_CMA1071_OPM_BENEFITverifies_identity_againstSYS_NUMIDENTCMA 1071 notice says SSA verifies the SSN using its Enumeration System.2026-10-065R79_REL024SYS_MBRprovides_title_ii_benefit_data_toEX_CMA1071_OPM_BENEFITWhen SSN verifies, SSA returns Title II beneficiary status and associated benefit information from MBR.2026-10-065R79_REL025EX_CMA1071_OPM_BENEFITdelivered_throughEX_SVESFederal Register notice explicitly says matched Title II MBR information is disclosed through SVES.2026-10-065R79_REL026ORG_SSA_OCACTpublishesDATA_OACT_AUTO_DETERMINATIONSOACT publishes the consolidated Automatic Determinations in Recent Years table.2026-10-065R79_REL027ORG_SSA_OCACTpublishesDATA_OACT_CBBOACT publishes the contribution and benefit base determination and calculation details.2026-10-065R79_REL028ORG_SSA_OCACTpublishesDATA_OACT_OLDLAW_CBBOACT publishes the old-law contribution and benefit base determination.2026-10-065R79_REL029ORG_SSA_OCACTpublishesDATA_OACT_COVERAGE_THRESHOACT publishes domestic-employee and election-worker coverage-threshold determinations.2026-10-065R79_REL030ORG_SSA_OCACTpublishesDATA_OACT_RET_TEST_EXEMPTOACT publishes retirement earnings-test exempt amount determinations.2026-10-065R79_REL031ORG_SSA_OCACTpublishesDATA_OACT_SGAOACT publishes SGA determination methodology and annual amounts.2026-10-065R79_REL032ORG_SSA_OCACTpublishesDATA_OACT_TWPOACT publishes trial-work-period earnings trigger methodology and annual amounts.2026-10-065R79_REL033ORG_SSA_OCACTpublishesDATA_OACT_QC_AMOUNTOACT publishes the quarter-of-coverage earnings amount in its automatic determinations table.2026-10-065R79_REL034DATA_AWI_SERIESindexesDATA_OACT_CBB2026 CBB formula uses 2024 national Average Wage Index relative to 1992.2026-10-065R79_REL035DATA_AWI_SERIESindexesDATA_OACT_OLDLAW_CBB2026 old-law base formula uses 2024 AWI relative to 1992.2026-10-065R79_REL036DATA_AWI_SERIESindexesDATA_OACT_COVERAGE_THRESH2026 coverage thresholds use AWI ratios under statutory formulas.2026-10-065R79_REL037DATA_AWI_SERIESindexesDATA_OACT_RET_TEST_EXEMPT2026 retirement earnings-test exempt amounts use AWI-based statutory formulas.2026-10-065R79_REL038DATA_AWI_SERIESindexesDATA_OACT_SGAOACT determines annual SGA amounts using wage-indexed formulas.2026-10-065R79_REL039DATA_AWI_SERIESindexesDATA_OACT_TWPOACT determines the annual TWP trigger with an AWI-based formula.2026-10-065R79_REL040ORG_BLSproducesDATA_BLS_CPIWBLS calculates CPI-W monthly; OACT republishes the series for Social Security use.2026-10-065R79_REL041DATA_BLS_CPIWfeedsPROC_OACT_COLASSA COLA methodology uses third-quarter CPI-W averages as the statutory inflation input.2026-10-065R79_REL042PROC_OACT_COLAcontributes_toDATA_OACT_AUTO_DETERMINATIONSThe consolidated automatic-determinations table includes annual COLA values produced under the CPI-W methodology.2026-10-065R79_REL043DATA_OACT_CBBsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe automatic-determinations table includes the annual contribution and benefit base.2026-10-065R79_REL044DATA_OACT_OLDLAW_CBBsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table includes the annual old-law contribution and benefit base.2026-10-065R79_REL045DATA_OACT_COVERAGE_THRESHsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table includes domestic-employee and election-worker coverage thresholds.2026-10-065R79_REL046DATA_OACT_RET_TEST_EXEMPTsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table includes lower and higher retirement earnings-test exempt amounts.2026-10-065R79_REL047DATA_OACT_SGAsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table includes blind and non-blind monthly SGA amounts.2026-10-065R79_REL048DATA_OACT_TWPsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table and related OACT pages include annual TWP earnings trigger amounts.2026-10-065R79_REL049DATA_OACT_QC_AMOUNTsummarized_inDATA_OACT_AUTO_DETERMINATIONSThe table includes annual earnings needed for a quarter of coverage.2026-10-065R79_REL050ORG_SSA_OOCpart_ofORG_SSA_OAGCurrent OAG page identifies Office of Operations Contracts as an OAG component responsible for facilities and non-IT acquisitions.2026-10-065R79_REL051ORG_SSA_OASpart_ofORG_SSA_OAGCurrent OAG page identifies Office of Acquisition Support as an OAG component.2026-10-065R79_REL052ORG_SSA_OASadministersPROC_SSA_PURCHASE_CARDCurrent OAG page says Office of Acquisition Support administers the purchase card program.2026-10-065R79_REL053ORG_SSA_OAGadministersPROC_SSA_GRANT_APPLICATIONOAG has agency-wide responsibility for grants and the documented application/award workflow.2026-10-065R79_REL054PROC_SSA_GRANT_APPLICATIONrequires_registration_inSVC_SAM_GOVSSA grant instructions require applicants to register or update registration in SAM.gov.2026-10-065R79_REL055PROC_SSA_GRANT_APPLICATIONroutes_competitive_applications_throughSVC_GRANTS_GOVCompetitive discretionary grant applications are submitted through Grants.gov.2026-10-065R79_REL056PROC_SSA_GRANT_APPLICATIONroutes_continuation_applications_throughSVC_GRANTSOLUTIONSContinuation grant applications are submitted through GrantSolutions when stipulated by the announcement.2026-10-065R79_REL057PROC_SSA_GRANT_APPLICATIONsends_successful_award_notification_throughSVC_GRANTSOLUTIONSSSA says successful applicants receive electronic award notification from GrantSolutions.2026-10-065R80_REL001SYS_NUMIDENTmaintainsDATA_NUMIDENT_ITERATIONCurrent POMS describes Numident as containing record iterations for each number holder.2026-10-065R80_REL002APP_SSNAPappends_new_iteration_toDATA_NUMIDENT_ITERATIONWhen an update is not a documented keying error, SSNAP processing creates a new Numident iteration appended to the previous iteration.2026-10-065R80_REL003PROC_NCPcorrects_without_adding_iterationDATA_NUMIDENT_ITERATIONNCP corrects a verified keying error on the existing Numident iteration and does not increase the number of iterations.2026-10-065R80_REL004DATA_NUMIDENT_SEX_CODEis_field_ofSYS_NUMIDENTCurrent POMS identifies sex as a Numident field subject to correction/update.2026-10-065R80_REL005DATA_NUMIDENT_PARENT_NAMEis_field_ofSYS_NUMIDENTCurrent POMS identifies parent name as a Numident field subject to evidence-based update.2026-10-065R80_REL006DATA_NUMIDENT_SEX_CODEtriggers_if_updatedPROC_NUMIDENT_ASSOC_RECONAfter updating the Numident sex code, policy directs staff to update MBR, SSR, RPS, or other applicable SSA records.2026-10-065R80_REL007DATA_NUMIDENT_PARENT_NAMEtriggers_if_updatedPROC_NUMIDENT_ASSOC_RECONAfter updating a child Numident parent-name field, policy directs staff to identify whether the parent is a Title II beneficiary, SSI recipient, or payee and review related records.2026-10-065R80_REL008PROC_NUMIDENT_ASSOC_RECONupdates_or_reviewsSYS_MBRPolicy-directed associated-record action can include updating the MBR after selected Numident attribute changes.2026-10-065Human/workflow-directed; no automatic propagation inferred.R80_REL009PROC_NUMIDENT_ASSOC_RECONupdates_or_reviewsSYS_SSRPolicy-directed associated-record action can include correcting or otherwise updating the SSR after selected Numident attribute changes.2026-10-065Human/workflow-directed; no automatic propagation inferred.R80_REL010PROC_NUMIDENT_ASSOC_RECONupdates_or_reviewsAPP_RPSPolicy-directed associated-record action can include RPS review/update after selected Numident attribute changes.2026-10-065Human/workflow-directed; no automatic propagation inferred.R80_REL011EX_STATE_ABLE_MONTHLYtransmits_monthly_account_data_toAPP_SSI_CLAIMS_LOGICALState ABLE programs notify SSA through a monthly data exchange; the Pending ABLE page displays new account information.2026-10-065R80_REL012APP_SSI_CLAIMS_LOGICALprovidesUI_SSI_ABLE_ACCOUNTCurrent POMS directs staff to record ABLE account and balance information on the web-based SSI Claims System ABLE Account page.2026-10-065R80_REL013APP_SSI_CLAIMS_LOGICALprovidesUI_SSI_ABLE_PENDINGThe Pending ABLE page in SSI Claims displays new State-reported ABLE account information requiring resolution.2026-10-065R80_REL014UI_SSI_ABLE_ACCOUNTmaintainsDATA_SSI_ABLE_ACCOUNTThe ABLE Account page records State, account number, dates, signature authority, and balance information.2026-10-065R80_REL015UI_SSI_ABLE_ACCOUNTmaintainsDATA_SSI_ABLE_BALANCEThe ABLE Account page includes balance month/year and value information.2026-10-065R80_REL016UI_SSI_ABLE_PENDINGdisplays_pending_match_forDATA_SSI_ABLE_ACCOUNTNew State-reported ABLE account data are displayed for update/add/reject/decide-later resolution.2026-10-065R80_REL017EX_STATE_ABLE_MONTHLYconditionally_auto_updatesDATA_SSI_ABLE_BALANCEAfter an ABLE account is documented, subsequent matching State reports automatically update the account balance information.2026-10-065Automatic behavior is limited to matching State reports and balance information as documented by POMS.R80_REL018EX_STATE_ABLE_MONTHLYtransmitsDATA_SSI_ABLE_DISTRIBUTIONState ABLE programs report prior-month distribution information; current POMS says this exchange-derived information is in SSI Claims.2026-10-065R80_REL019APP_SSI_CLAIMS_LOGICALcontains_but_currently_blocks_user_access_toDATA_SSI_ABLE_DISTRIBUTIONCurrent POMS says State-exchange distribution information is in SSI Claims but cannot be accessed until additional system enhancements are completed.2026-10-065R80_REL020APP_SSI_CLAIMS_LOGICALprovidesUI_SSI_OTHER_RESOURCECurrent POMS directs staff to use the SSI Claims Other Resource page for ABLE prepaid debit cards.2026-10-065R80_REL021UI_SSI_OTHER_RESOURCErecordsDATA_SSI_ABLE_PREPAID_CARDABLE prepaid debit cards are recorded with program State, account number, intended use, alleged value, and excluded amount.2026-10-065R80_REL022PROC_SSI_ABLE_REPORTINGimplemented_through_currentAPP_SSI_CLAIMS_LOGICALCurrent 2026 POMS documents ABLE reporting and reconciliation in the web-based SSI Claims System.2026-10-065This supplements the earlier 2021 MSSICS/SSIRMS architecture; no physical re-platforming is inferred.R80_REL023PROC_MANUAL_RP_SELECTIONuses_exception_formFORM_SSA11BKSSA-11-BK is used when a representative-payee application cannot be processed through eRPS, including specified no-SSN cases.2026-10-065R80_REL024FORM_SSA11BKretained_inAPP_EVIEWCurrent POMS directs SSA to retain a copy in eView using Evidence Portal or the eView application.2026-10-065R80_REL025FORM_SSA11BKstored_inREPO_NDREDCurrent POMS permits retention of SSA-11-BK in NDRed using Evidence Portal.2026-10-065R80_REL026FORM_SSA11BKingested_viaAPP_EPEvidence Portal is a documented route for retaining SSA-11-BK in eView or NDRed.2026-10-065R80_REL027NET_N8NN_CARE2020historically_supportedSVC_NATIONAL_800SSA Open Data identifies CARE 2020 as the National 800 Number network and reports dual-network operation beginning 2020-03-31.2026-10-065Current replacement/retirement date is not inferred from this source.R80_REL028NET_N8NN_AVAYAhistorically_supportedSVC_NATIONAL_800SSA Open Data says N8NN CSRs answered calls on both CARE2020 and Avaya effective 2020-03-31.2026-10-065R80_REL029PLAT_N8NN_CCAASincluded_in_metrics_forSVC_NATIONAL_800SSA Open Data says N8NN performance metrics include CCaaS beginning 2023-03-23.2026-10-065Provider identity is intentionally not inferred from this statement.R80_REL030DATA_N8NN_CALL_VOLUME_BUSYreports_onSVC_NATIONAL_800Monthly public dataset reports N8NN call volume and CSR busy rate.2026-10-065R80_REL031DATA_N8NN_CALL_VOLUME_BUSYincludes_historical_metrics_fromNET_N8NN_CARE2020Dataset documentation identifies CARE/CARE2020 as a source context for the N8NN metrics.2026-10-065R80_REL032DATA_N8NN_CALL_VOLUME_BUSYincludes_dual_network_period_withNET_N8NN_AVAYADataset notes identify Avaya as the parallel network beginning 2020-03-31.2026-10-065R80_REL033DATA_N8NN_CALL_VOLUME_BUSYincludes_ccaas_metrics_from_2023_03_23PLAT_N8NN_CCAASThe public dataset explicitly states that its N8NN metrics include CCaaS beginning 2023-03-23.2026-10-065R80_REL034APP_MCSrecords_case_dates_used_forDATA_PC_INITIAL_DISABILITY_APTThe Open Data collection description says MCS records case information, processing actions, and associated dates used in this workload measurement.2026-10-065R80_REL035APP_MCSfeeds_elapsed_time_management_information_toDB_BI_REPOSITORYSSA says management information such as elapsed/processing time is collected and stored in a Business Intelligence Repository after case dates/actions are recorded in MCS.2026-10-065Logical publication/data-production relationship; transport and ETL mechanism are not public.R80_REL036DB_BI_REPOSITORYsource_forDATA_PC_INITIAL_DISABILITY_APTThe public dataset states that elapsed-time management information is stored in the BI Repository.2026-10-065R80_REL037ORG_SSA_OCACTperformsPROC_OACT_ADMIN_EXPENSE_PROJActuarial Services projects OASDI administrative expenses for the Trustees Report.2026-10-065R80_REL038ORG_SSA_BUDGET_FUNCTIONprovides_near_term_estimates_toPROC_OACT_ADMIN_EXPENSE_PROJThe 2026 Trustees Report says SSA’s Budget department provides estimates for the first several years of the administrative-expense projection.2026-10-065R80_REL039PROC_OACT_ADMIN_EXPENSE_PROJcontributes_toREPORT_TRUSTEES_2026Administrative-expense projection methodology contributes to the 2026 OASDI Trustees Report.2026-10-065R80_REL040ORG_SSA_OCACTperformsPROC_OACT_RR_FIN_INTERCHANGEActuarial Services projects future Railroad Retirement financial-interchange amounts.2026-10-065R80_REL041PROC_OACT_RR_FIN_INTERCHANGEcontributes_toREPORT_TRUSTEES_2026The financial interchange is a separately described OASDI cost component in the 2026 Trustees Report.2026-10-065R80_REL042ORG_SSA_OCACTperformsPROC_OACT_BENEFIT_TAX_PROJActuarial Services estimates OASI/DI trust-fund income from taxation of benefits.2026-10-065R80_REL043ORG_TREASURY_OTAprovides_projection_factors_toPROC_OACT_BENEFIT_TAX_PROJTreasury Office of Tax Analysis supplies short-range factors and long-range estimates used by Actuarial Services.2026-10-065R80_REL044PROC_OACT_BENEFIT_TAX_PROJcontributes_toREPORT_TRUSTEES_2026Taxation-of-benefits income methodology contributes to the Trustees Report trust-fund income projections.2026-10-065R80_REL045ORG_SSA_OCACTperformsPROC_OACT_SCHEDULED_BENEFITSActuarial Services uses short-range and long-range models to calculate scheduled benefit amounts.2026-10-065R80_REL046PROC_OACT_SCHEDULED_BENEFITScontributes_toREPORT_TRUSTEES_2026Scheduled benefit projections feed the program-specific cost methodology in the 2026 Trustees Report.2026-10-065R81_REL001EX_BENDEXreturnsDATA_BENDEX_RESPONSEBENDEX provides a structured response record to participating State partners.2026-10-065R81_REL002DATA_BENDEX_RESPONSEcontainsDATA_BENDEX_PAYEE_ADDRThe BENDEX layout includes payee name and mailing-address fields.2026-10-065R81_REL003DATA_BENDEX_RESPONSEcontainsDATA_BENDEX_RES_SCCThe BENDEX layout includes the five-position State/county code of residence.2026-10-065R81_REL004DATA_BENDEX_RESPONSEcontainsDATA_BENDEX_VERIFIED_BOANThe BENDEX layout includes verified beneficiary own-account-number data.2026-10-065R81_REL005DATA_BENDEX_RESPONSEcontainsDATA_BENDEX_CITIZENSHIPThe BENDEX layout includes citizenship occurrence fields.2026-10-065R81_REL006EX_BENDEXtransmitsDATA_BENDEX_PAYEE_ADDRBENDEX transmits the documented payee mailing-address representation to State partners.2026-10-065R81_REL007EX_SDXreturnsDATA_SDX_RESPONSESDX provides a structured SSI response record to State partners.2026-10-065R81_REL008DATA_SDX_RESPONSEexposes_exchange_representation_ofDATA_SSR_ADSDX recipient mailing-address fields represent mailing-address information held for the SSI record; the record layout describes its uses for correspondence and payment mailing.2026-10-065R81_REL009DATA_SDX_RESPONSEexposes_exchange_representation_ofDATA_SSR_RASDX carries a residence address when it differs from the mailing address and is present on the SSI master file.2026-10-065R81_REL010DATA_SDX_RESPONSEexposes_exchange_representation_ofDATA_SSI_RES_STATE_COUNTYSDX carries State/county jurisdiction information generally reflecting residence.2026-10-065R81_REL011DATA_SDX_RESPONSEcontainsDATA_SDX_CURRENT_REC_INDSDX uses a current-record indicator where multiple transactions create multiple SDX records.2026-10-065R81_REL012DATA_SDX_RESPONSEcontainsDATA_SDX_RESIDENCY_BEGINSDX includes the date residency began for the reported jurisdiction.2026-10-065R81_REL013DATA_SDX_RESPONSEcontainsDATA_SDX_REP_PAYEE_ADDRSDX includes representative-payee address fields.2026-10-065R81_REL014DATA_SDX_REP_PAYEE_ADDRexchange_representation_ofDATA_SSR_ADThe payee address is an SDX exchange representation associated with the SSI master record's mailing/payee address semantics; physical field identity is not established.2026-10-064Semantic mapping only; do not infer field-level physical identity.R81_REL015EX_SOLQreturnsDATA_SOLQ_T1_RESPONSESOLQ/SOLQ-I can return the documented Type 1 identity-verification response.2026-10-065R81_REL016DATA_SOLQ_T1_RESPONSEcontainsDATA_SOLQ_ID_DISCREPType 1 includes an Identity Discrepancy Code.2026-10-065R81_REL017DATA_SOLQ_T1_RESPONSEcontainsDATA_SOLQ_VERIFY_CODEType 1 includes a Verification Code and verification SSN data.2026-10-065R81_REL018DATA_SOLQ_T1_RESPONSEaccompaniesDATA_SOLQ_T2_RESPONSEThe SOLQ/SOLQ-I record layout defines Type 1 and Type 2 response structures within the same real-time query product.2026-10-065R81_REL019DATA_SOLQ_T1_RESPONSEaccompaniesDATA_SOLQ_T16_RESPONSEThe SOLQ/SOLQ-I record layout defines Type 1 and Title XVI response structures within the same real-time query product.2026-10-065R81_REL020DATA_SOLQ_T16_RESPONSEcontainsDATA_SOLQ_MULTI_SSNThe Title XVI response layout includes a multiple-SSN indicator/list.2026-10-065R81_REL021DATA_SOLQ_T16_RESPONSEexposes_exchange_representation_ofDATA_SSR_ADSOLQ/SOLQ-I Title XVI response fields include payee/mailing address information from the SSI record.2026-10-065R81_REL022DATA_SOLQ_T16_RESPONSEexposes_exchange_representation_ofDATA_SSR_RASOLQ/SOLQ-I Title XVI response fields include residence address and ZIP information from the SSI master.2026-10-065R81_REL023APP_PUPSexposesDATA_PUPS_RESPONSESSA's current Data Exchange catalog links the abridged prisoner response record layout associated with PUPS/prisoner exchange processing.2026-10-064R81_REL024DATA_PUPS_RESPONSEcontainsDATA_PUPS_FACILITY_ADDRThe prisoner response layout includes prison/facility address and contact fields.2026-10-064R81_REL025REPORT_TRUSTEES_2026publishes_supplemental_data_asDATA_OACT_TR2026_SINGLE_YEAROACT publishes single-year historical and projected tables consistent with the 2026 OASDI Trustees Report.2026-10-065R81_REL026DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_WORKERS_BEN_TABLEThe single-year table set includes Table IV.B4, Covered Workers and Beneficiaries.2026-10-065R81_REL027DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_TRUST_RATIO_TABLEThe single-year table set includes Table IV.B5, Trust Fund Ratios.2026-10-065R81_REL028DATA_OACT_WORKERS_BEN_TABLEconsistent_withREPORT_TRUSTEES_2026OACT labels the table as consistent with the assumptions and results of the 2026 OASDI Trustees Report.2026-10-065R81_REL029DATA_OACT_TRUST_RATIO_TABLEconsistent_withREPORT_TRUSTEES_2026OACT labels the table as consistent with the assumptions and results of the 2026 OASDI Trustees Report.2026-10-065R81_REL031FORM_SSA671available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL032FORM_SSA753available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL033FORM_SSA754F5available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL034FORM_SSA760available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL035FORM_SSA765available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL036FORM_SSA773available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL037FORM_SSA1222available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL038FORM_SSA1224available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL039FORM_SSA1724F4available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists an electronic Complete Online Form and/or Upload PDF route for this form through the Upload Documents experience.2026-10-065R81_REL040FORM_SSA1235establishes_reimbursable_service_forDATA_DMFSSA's current death-information request guidance requires Form SSA-1235 for reimbursable full death-file services.2026-10-065R81_REL041ORG_PPDXcoordinates_request_process_forDATA_DMFSSA's current death-information guidance routes full-file data-exchange requests through the agency data-exchange process coordinated by PPDX.2026-10-065R82_REL001DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_TRANSACTION_RECORDCurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL002DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_PROOF_RESULTCurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL003DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_RISK_CONFIDENCECurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL004DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_DEVICE_FINGERPRINTCurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL005DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_ACCESS_LOGCurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL006DB_DIGITAL_IDENTITY_FILEstoresDATA_DIGID_EVIDENCE_IMAGECurrent SORN 60-0373 identifies this category of information as maintained in the Digital Identity File Record System.2026-10-065R82_REL007DB_DIGITAL_IDENTITY_FILEmay_disclose_wage_submission_digital_identity_toORG_IRSSORN 60-0373 routine use permits disclosure to IRS of digital identity information associated with electronic wage submissions processed by SSA for investigation of fraud, abuse, or security risks.2026-10-065Routine-use authority; does not imply every digital identity record is sent to IRS.R82_REL008APP_EQAuses_for_analytical_reportingDATA_EQA_DYNAMIC_REPORTING2018 QAS PIA explicitly lists analytical reporting from the dynamic reporting dataset as an eQA function.2026-10-065Historical implementation evidence within 10-year horizon; current physical dataset status unconfirmed.R82_REL009FORM_IRS4029processed_throughPROC_IRS4029_RETURNCurrent POMS defines the return-processing workflow for an original processed Form 4029 returned from IRS.2026-10-065R82_REL010ORG_IRSreturns_processed_form_toPROC_IRS4029_RETURNCurrent POMS describes the workflow when an original processed Form 4029 is returned to SSA Religious Exemption Unit from IRS.2026-10-065R82_REL011PROC_IRS4029_RETURNverifies_identity_againstSYS_NUMIDENTWorkflow requires verification of SSN and date of birth before remaining processing.2026-10-065R82_REL012PROC_IRS4029_RETURNsuppresses_social_security_statement_inAPP_PEBESCurrent POMS directs staff to suppress the Social Security Statement as part of returned Form 4029 processing.2026-10-065R82_REL013PROC_IRS4029_RETURNkeys_required_information_viaAPP_ESCORRCurrent POMS directs staff to key required information into Enumeration System Correspondence (ESCORR).2026-10-065R82_REL014APP_ESCORRsupports_q_action_onSYS_NUMIDENTCurrent POMS states ESCORR is used to key required information to “Q” the Numident; the public source does not define internal field mechanics.2026-10-064No internal Numident field or transport mechanism inferred.R82_REL015PROC_IRS4029_RETURNscans_form_intoDB_GIRCurrent POMS directs returned Form 4029 to be scanned into General Information Retrieval.2026-10-065R82_REL016DB_GIRstoresFORM_IRS4029POMS identifies GIR as a repository housing historical and new IRS Forms 4029 received from IRS.2026-10-065R82_REL017DB_GIRstoresFORM_IRS4361POMS identifies GIR as a repository housing historical and new IRS Forms 4361 received from IRS.2026-10-065R82_REL018FORM_SSA2855available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL019FORM_SSA3369BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL020FORM_SSA3371BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL021FORM_SSA3373BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL022FORM_SSA3375BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL023FORM_SSA3376BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL024FORM_SSA3377BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL025FORM_SSA3378BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL026FORM_SSA3379BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL027FORM_SSA3380BKavailable_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL028FORM_SSA4111available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL029FORM_SSA5062available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL030FORM_SSA5064available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL031FORM_SSA7104available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL032FORM_SSA7157available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL033FORM_SSA8552available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA's current Forms page lists Complete Online Form and Upload PDF routes for this form through the Upload Documents experience.2026-10-065R82_REL034ORG_SSA_OCACTpublishesDATA_OACT_INSURED_WORKERS_STATUSOACT publishes the current statistical table as a public actuarial/statistical data product.2026-10-065R82_REL035REPORT_TRUSTEES_2026provides_estimation_basis_forDATA_OACT_INSURED_WORKERS_STATUSThe OACT table identifies its estimates as based on the 2026 Trustees Report or its intermediate assumptions.2026-10-065R82_REL036ORG_SSA_OCACTpublishesDATA_OACT_FULLY_INSURED_WORKERSOACT publishes the current statistical table as a public actuarial/statistical data product.2026-10-065R82_REL037REPORT_TRUSTEES_2026provides_estimation_basis_forDATA_OACT_FULLY_INSURED_WORKERSThe OACT table identifies its estimates as based on the 2026 Trustees Report or its intermediate assumptions.2026-10-065R82_REL038ORG_SSA_OCACTpublishesDATA_OACT_DISABILITY_INSURED_WORKERSOACT publishes the current statistical table as a public actuarial/statistical data product.2026-10-065R82_REL039REPORT_TRUSTEES_2026provides_estimation_basis_forDATA_OACT_DISABILITY_INSURED_WORKERSThe OACT table identifies its estimates as based on the 2026 Trustees Report or its intermediate assumptions.2026-10-065R82_REL040ORG_SSA_OCACTpublishesDATA_OACT_SOCSEC_AREA_INSUREDOACT publishes the current statistical table as a public actuarial/statistical data product.2026-10-065R82_REL041REPORT_TRUSTEES_2026provides_estimation_basis_forDATA_OACT_SOCSEC_AREA_INSUREDThe OACT table identifies its estimates as based on the 2026 Trustees Report or its intermediate assumptions.2026-10-065R82_REL042DATA_CWHSsupports_estimation_ofDATA_OACT_INSURED_WORKERS_STATUSThe OACT source note says the 2026 Trustees Report estimates are based in part on the Continuous Work History Sample, 1-percent sample.2026-10-065R82_REL043DATA_CWHSsupports_estimation_ofDATA_OACT_FULLY_INSURED_WORKERSThe OACT source note says the 2026 Trustees Report estimates are based in part on the Continuous Work History Sample, 1-percent sample.2026-10-065R82_REL044DATA_CWHSsupports_estimation_ofDATA_OACT_DISABILITY_INSURED_WORKERSThe OACT source note says the 2026 Trustees Report estimates are based in part on the Continuous Work History Sample, 1-percent sample.2026-10-065R82_REL045REPORT_STAT_SUPP_2026defers_section_4c_publication_toDATA_OACT_INSURED_WORKERS_STATUSThe 2026 Annual Statistical Supplement says section 4.C is discontinued because these insured-worker tables are already published by Actuarial Services.2026-10-065R82_REL046REPORT_STAT_SUPP_2026defers_section_4c_publication_toDATA_OACT_FULLY_INSURED_WORKERSThe 2026 Annual Statistical Supplement says section 4.C is discontinued because these insured-worker tables are already published by Actuarial Services.2026-10-065R82_REL047REPORT_STAT_SUPP_2026defers_section_4c_publication_toDATA_OACT_DISABILITY_INSURED_WORKERSThe 2026 Annual Statistical Supplement says section 4.C is discontinued because these insured-worker tables are already published by Actuarial Services.2026-10-065R82_REL048REPORT_STAT_SUPP_2026defers_section_4c_publication_toDATA_OACT_SOCSEC_AREA_INSUREDThe 2026 Annual Statistical Supplement says section 4.C is discontinued because these insured-worker tables are already published by Actuarial Services.2026-10-065R82_REL049ARCH_BIsupports_publication_ofDATA_COMBINED_DISABILITY_APTSSA Open Data states elapsed time is electronically collected for every processed disability case and business intelligence capabilities present the data in data stores.2026-10-064Generic BI architecture relationship only; no specific repository, ETL, or database is inferred.R83_REL001ORG_NCHSprovides_mortality_data_toPROC_OACT_MORTALITY_PROJ2026 Trustees Report uses NCHS data for historical death rates under age 65, cause-specific death rates, and provisional 2025 estimates.2026-10-065R83_REL002ORG_CMSprovides_medicare_mortality_data_toPROC_OACT_MORTALITY_PROJ2026 Trustees Report uses final and preliminary Medicare death data for ages 65 and over.2026-10-065R83_REL003REPORT_TRUSTEES_2026documents_methodPROC_OACT_MORTALITY_PROJThe 2026 Trustees Report documents mortality assumptions, historical input data, regressions, and alternative projection paths.2026-10-065R83_REL004PROC_OACT_MORTALITY_PROJproducesDATA_OACT_DEATH_PROB_2026Projected central death rates are used to calculate probabilities of death by single year of age and sex; public tables publish historical and projected probabilities.2026-10-065R83_REL005ORG_SSA_OCACTpublishesDATA_OACT_DEATH_PROB_2026OACT publishes the downloadable 2026 Trustees Report mortality tables.2026-10-065R83_REL006ORG_SSA_OCACTpublishesDATA_OACT_PERIOD_LIFE_2026OACT publishes the downloadable 2026 Trustees Report period life tables.2026-10-065R83_REL007ORG_SSA_OCACTpublishesDATA_OACT_COHORT_LIFE_2026OACT publishes the downloadable 2026 Trustees Report cohort life tables.2026-10-065R83_REL008ORG_SSA_OCACTpublishesDATA_OACT_SOCSEC_POP_DOWNLOAD_2026OACT publishes downloadable Social Security area population tables associated with the 2026 Trustees Report.2026-10-065R83_REL009ORG_SSA_OCACTpublishesDATA_OACT_ACTUARIAL_LIFE_TABLEOACT publishes a current actuarial period life table view, including the 2023 table used in the 2026 Trustees Report.2026-10-065R83_REL010PROC_OACT_MORTALITY_PROJsupports_life_table_inputsDATA_OACT_PERIOD_LIFE_2026Period life tables depend on age/sex mortality probabilities produced from the Trustees mortality method; exact internal publication tooling is not identified.2026-10-064Analytical lineage, not a software-interface claim.R83_REL011PROC_OACT_MORTALITY_PROJsupports_life_table_inputsDATA_OACT_COHORT_LIFE_2026Cohort life tables rely on mortality experience/projections across ages and years; exact internal publication tooling is not identified.2026-10-064Analytical lineage, not a software-interface claim.R83_REL012DATA_OACT_ACTUARIAL_LIFE_TABLEis_public_view_ofDATA_OACT_PERIOD_LIFE_2026Current Actuarial Life Table page is a period life-table presentation aligned to Trustees Report mortality tables.2026-10-064Public-presentation relationship; not a claim of shared physical storage.R83_REL013MODEL_OACT_POPULATIONsupports_publication_ofDATA_OACT_SOCSEC_POP_DOWNLOAD_2026Atlas already validates the OCACT population projection model; Run 83 links it conservatively to the public population-table family.2026-10-064Publication lineage is logical; internal execution and export tooling remain unknown.R83_REL014PROG_HRSpublishes_restrictedDATA_HRS_IMPUTED_LIFETIME_EARNINGSHRS lists the product as restricted SSA data, latest release April 2026.2026-10-065R83_REL015EX_HRS_LINKAGEsupplies_matched_ssa_earnings_forDATA_HRS_IMPUTED_LIFETIME_EARNINGSHRS states that matched SSA earnings records are used where available, with projection and imputation for other periods/respondents.2026-10-064Exact HRS extraction file feeding this derived product is not stated on the product page.R83_REL016PROG_HRSpublishes_restrictedDATA_HRS_SS_WEIGHTSHRS lists Cross-Wave Social Security Weights as a restricted SSA data product.2026-10-065R83_REL017DATA_HRS_SS_WEIGHTSdistributed_withDATA_HRS_CYBFHRS says the weights product is included with the Benefits respondent dataset.2026-10-065R83_REL018DATA_HRS_SS_WEIGHTSdistributed_withDATA_HRS_SERHRS says the weights product is included with the Summary Earnings respondent dataset.2026-10-065R83_REL019DATA_HRS_SS_WEIGHTSdistributed_withDATA_HRS_DERHRS says the weights product is included with the Detail Earnings respondent dataset.2026-10-065R83_REL020DB_SSI_IRS_INTERFACEproducesDATA_SSI_IRS_CONTROLLED_ALERTPOMS describes alerts as printouts from the IRS database for records exceeding tolerances.2026-10-065R83_REL021DATA_SSI_IRS_CONTROLLED_ALERTcorresponds_to_work_controlWORK_SSI_IRS_5B_DIARYControlled-alert cases have a 5B diary posted to the SSR; the alert and diary are modeled separately.2026-10-065R83_REL022PORTAL_SUMS_MCAS_MI_CENTRALretrievesDATA_SSI_IRS_CONTROLLED_ALERTTechnicians may retrieve controlled IRS data overnight through RZ/LI listings in MI Central.2026-10-065R83_REL023APP_SSTNGretrievesDATA_SSI_IRS_CONTROLLED_ALERTPOMS says the same controlled IRS data may be retrieved immediately through SSTNG.2026-10-065R83_REL024DB_SSI_IRS_INTERFACEproducesDATA_SSI_IRS_INFORMATIONAL_ALERTSSI/IRS interface identifies informational alerts for specified below-tolerance high-error-profile redeterminations.2026-10-065R83_REL025PORTAL_SUMS_MCAS_MI_CENTRALretrievesDATA_SSI_IRS_INFORMATIONAL_ALERTInformational alerts are available through MI Central.2026-10-065R83_REL026APP_SSTNGconditionally_retrievesDATA_SSI_IRS_INFORMATIONAL_ALERTFor a high-error-profile redetermination, POMS says the informational alert is available in SSTNG.2026-10-065R83_REL027ORG_BENEFICIARY_FIsuppliesDATA_FI_LOCATE_MAIL_ADDRFinancial institution can provide SSA the current mailing address it has for a Title II beneficiary during locate development.2026-10-065R83_REL028FORM_E3759requestsDATA_FI_LOCATE_MAIL_ADDRE3759 explicitly asks the financial institution to provide the customer current mailing address.2026-10-065R83_REL029DATA_FI_LOCATE_MAIL_ADDRused_byPROC_T2_UNDELIV_ADDRESSCurrent policy uses financial-institution address information in Title II undeliverable-mail/whereabouts development.2026-10-065R83_REL030DATA_FI_LOCATE_MAIL_ADDRmay_be_entered_throughAPP_POSAfter development, policy directs staff to input a new Title II address through POS; this is not an automatic FI-to-MBR write.2026-10-065Human/workflow-controlled update path.R83_REL031ORG_USPSsuppliesDATA_USPS_LOCATE_MAIL_ADDRUSPS may return current address information requested during beneficiary locate development.2026-10-065R83_REL032FORM_SSA_L2001requestsDATA_USPS_LOCATE_MAIL_ADDRSSA-L2001 is sent to USPS servicing the address of record to obtain address information.2026-10-065R83_REL033DATA_USPS_LOCATE_MAIL_ADDRused_byPROC_T2_UNDELIV_ADDRESSUSPS locate response is used in undeliverable-mail address development.2026-10-065R83_REL034DATA_USPS_LOCATE_MAIL_ADDRmay_be_entered_throughAPP_POSAfter development, a new Title II address may be input through POS; this locate-letter path is separate from NCOA automated processing.2026-10-065Human/workflow-controlled update path.R83_REL035PROC_VENDOR_REPO_SUBMISSIONproducesDATA_VENDOR_CAPABILITY_STATEMENTVendor email submission produces a capability-statement record and related metadata/attachments for repository inclusion.2026-10-065R83_REL036DATA_VENDOR_CAPABILITY_STATEMENTstored_inDB_VENDOR_INFO_REPOCurrent vendor-repository guidance states SSA adds submitted capability information to the repository for market research.2026-10-065R83_REL037ORG_SSA_OAGadministersDB_VENDOR_INFO_REPOOAG publishes and manages the vendor-repository submission guidance for SSA market research.2026-10-065R83_REL038DB_VENDOR_INFO_REPOhistorically_implemented_onPLAT_SHAREPOINT2018 SSA Industry Day Q&A identifies the vendor repository as an internal agency SharePoint site.2026-10-064Time-scoped 2018 implementation evidence; current 2026 physical implementation is not established.R83_REL039PROC_REP_PAYEE_CAPABILITY_DEVusesDATA_REP_PAYEE_MEDICAL_CAP_EVIDENCECurrent POMS requires evaluation of medical evidence when beneficiary capability is questionable.2026-10-065R83_REL040PROC_REP_PAYEE_CAPABILITY_DEVusesDATA_REP_PAYEE_LAY_CAP_EVIDENCECurrent POMS requires development of third-party lay evidence in applicable capability cases.2026-10-065R83_REL041PROC_REP_PAYEE_CAPABILITY_DEVusesDATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCECurrent POMS requires certified court-order development when legal incompetence is alleged.2026-10-065R83_REL042FORM_SSA787preferred_vehicle_forDATA_REP_PAYEE_MEDICAL_CAP_EVIDENCESSA-787 is the preferred vehicle for medical-source capability evidence.2026-10-065R83_REL043FORM_SSA788documentsDATA_REP_PAYEE_LAY_CAP_EVIDENCESSA-788 is required when contacting a custodian different from the payee applicant for lay evidence.2026-10-065R83_REL044DATA_REP_PAYEE_MEDICAL_CAP_EVIDENCEstored_inREPO_NDREDPOMS directs storage of medical capability evidence in NDRed under the beneficiary claim number or in eView.2026-10-065R83_REL045DATA_REP_PAYEE_MEDICAL_CAP_EVIDENCEmay_be_stored_or_viewed_viaAPP_EVIEWPOMS permits medical capability evidence in eView under the beneficiary own account number.2026-10-065R83_REL046DATA_REP_PAYEE_MEDICAL_CAP_EVIDENCEsubmitted_or_stored_viaAPP_EPEvidence Portal is specified as a route for storing capability evidence in NDRed/eView.2026-10-065R83_REL047DATA_REP_PAYEE_LAY_CAP_EVIDENCEstored_inREPO_NDREDSigned or paper lay evidence is retained in NDRed when system report-of-contact documentation is unavailable or paper evidence is used.2026-10-065R83_REL048DATA_REP_PAYEE_LAY_CAP_EVIDENCEmay_be_stored_or_viewed_viaAPP_EVIEWPOMS provides eView as a retention path for capability evidence.2026-10-065R83_REL049DATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCEstored_inREPO_NDREDCertified court orders used for capability decisions are stored in NDRed or eView.2026-10-065R83_REL050DATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCEmay_be_stored_or_viewed_viaAPP_EVIEWCertified court orders may be retained in eView under the BOAN.2026-10-065R83_REL051DATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCEdocumented_inAPP_ERPSCurrent POMS directs staff to document legal-incompetence details, source, certification date, and description in eRPS.2026-10-065R84_REL001SYS_NUMIDENTmaintainsDATA_NUMIDENT_INTERNAL_PROC_REFCurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL002SYS_NUMIDENTmaintainsDATA_NUMIDENT_ALIEN_REG_NUMCurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL003SYS_NUMIDENTmaintainsDATA_NUMIDENT_CITIZENSHIP_CODECurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL004SYS_NUMIDENTmaintainsDATA_NUMIDENT_SPECIAL_INDICATOR_CODECurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL005SYS_NUMIDENTmaintainsDATA_NUMIDENT_MULTI_SSN_XREF_ATTRCurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL006SYS_NUMIDENTmaintainsDATA_NUMIDENT_BENEFIT_CLAIM_INDCurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL007SYS_NUMIDENTmaintainsDATA_NUMIDENT_FORM_CODECurrent SORN 60-0058 includes this element or indicator within the Numident/SSN application record environment.2026-10-065Logical field relationship; physical schema not inferred.R84_REL008DATA_NUMIDENT_EAE_FMC_Ais_specific_value_ofDATA_NUMIDENT_FORM_CODECurrent SORN describes a generic form code; existing policy separately documents Form Code A for Enumeration at Entry.2026-10-064Semantic specialization only; no physical schema inference.R84_REL009DATA_NUMIDENT_SPIN6is_specific_value_ofDATA_NUMIDENT_SPECIAL_INDICATOR_CODECurrent SORN establishes a generic special-indicator-code field; existing policy separately documents Special Indicator 6 for the HALE use case.2026-10-064Semantic specialization only.R84_REL010SYS_NUMIDENTauthorized_for_disclosure_toSVC_DNPThe November 2025 modified SORN added a routine use permitting disclosure to Treasury for payment and award eligibility review through the Do Not Pay Working System when legal requirements are met.2026-10-065Privacy Act authorization does not by itself establish that a production interface is deployed.R84_REL011SYS_NUMIDENTproposed_verification_source_forSVC_DNPTreasury proposed designating Numident to Do Not Pay for verification of name, SSN, and optional date of birth for health or income-maintenance payments or awards.2026-10-065Proposal only. A later final Federal Register designation would be required.R84_REL012SYS_NUMIDENTproposed_to_produceDATA_NUMIDENT_DNP_MATCH_RESPONSEUnder the proposed Do Not Pay design, SSA would match submitted identity attributes against Numident and produce numerical response codes indicating match or non-match.2026-10-065Proposal only; no corrected PII would be returned under the described design.R84_REL013DATA_NUMIDENT_DNP_MATCH_RESPONSEproposed_returned_toSVC_DNPThe proposed exchange would return only numerical match/non-match response codes to Do Not Pay.2026-10-065Proposal only; not evidence of a deployed interface.R84_REL014PROC_NUMIDENT_2026_RECONCILIATIONreconciles_or_updatesSYS_NUMIDENTSSA reports reconciling the SSN database to remove deceased people, update citizenship data, and verify status.2026-08-145Agency-reported initiative; implementation details not published.R84_REL015PROC_NUMIDENT_2026_RECONCILIATIONupdates_or_reviewsDATA_NUMIDENT_CITIZENSHIP_CODESSA specifically reports updating citizenship data as part of the 2026 SSN-database reconciliation.2026-08-145The release does not identify the upstream evidence sources or write rules.R84_REL016DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_HEARING_REQUEST_RECEIPTCurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL017DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_LAST_ACTION_DATECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL018DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_CASE_LOCATION_STAGECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL019DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_FILING_DATECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL020DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_SCHEDULED_HEARING_DATECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL021DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_ASSIGNED_ALJCurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL022DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_REQUEST_REVIEW_DATECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL023DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_ASSIGNED_APPEALS_REVIEWERCurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL024DB_HA_CASE_CONTROL_RECORDSmaintainsDATA_HA_APPEALS_ISSUE_TYPECurrent SORN 60-0009 identifies this information within the Hearings and Appeals Case Control System record boundary.2026-10-065Logical record-system field relationship; physical application mapping remains unresolved.R84_REL025SVC_EVVEreturnsDATA_EVVE_VERIFICATION_RESULTEVVE returns match or no-match verification results for birth-record queries.2026-10-065Verification result only; not certification.R84_REL026SVC_EVVEreturnsDATA_EVVE_STATE_FILE_NUMBERFor a verified claim, POMS directs staff to record the state file number returned by EVVE in MCS DW01 remarks.2026-10-065No separate SSA persistence store is inferred beyond the documented entry.R84_REL027SVC_EVVEreturnsDATA_EVVE_DEATH_INDICATIONEVVE output can indicate that the number holder may be deceased.2026-10-065The indication must be reconciled with allegations and SSA records.R84_REL028DATA_EVVE_VERIFICATION_RESULTdocumented_inAPP_MCSFor claims, current POMS directs staff to document an EVVE verification in MCS.2026-10-065Documentation path; does not imply EVVE writes directly to the target.R84_REL029DATA_EVVE_VERIFICATION_RESULTdocumented_inUI_MSSICS_ACIDFor SSI claims, current POMS directs staff to code the MSSICS Client Identification screen when EVVE verifies birth information.2026-10-065Documentation path; does not imply EVVE writes directly to the target.R84_REL030DATA_EVVE_VERIFICATION_RESULTdocumented_inAPP_EVIDCurrent POMS directs staff to code evidence not recorded in MCS or MSSICS to EVID.2026-10-065Documentation path; does not imply EVVE writes directly to the target.R84_REL031DATA_EVVE_VERIFICATION_RESULTdocumented_inAPP_SSNAPFor enumeration, current POMS directs staff to select Verified and annotate the SSNAP summary when EVVE returns a match.2026-10-065Documentation path; does not imply EVVE writes directly to the target.R84_REL032DATA_EVVE_STATE_FILE_NUMBERdocumented_inUI_MCS_DW01POMS directs staff to enter EVVE VERIF and the returned state file number in the MCS DW01 remarks field.2026-10-065Technician documentation path.R84_REL033DATA_EVVE_DEATH_INDICATIONmay_prompt_reconciliation_ofSYS_NUMIDENTWhen EVVE indicates the person is alive but SSA records show death, current POMS directs staff to resolve erroneous death data on Numident if fraud is not suspected or detected.2026-10-065Human/policy-controlled reconciliation, not automatic state-to-Numident synchronization.R84_REL034PROC_OACT_DI_INCIDENCE_PROJproducesDATA_OACT_DI_INCIDENCE_2026The 2026 public Figure V.C3 series presents historical and projected disabled-worker incidence rates associated with the Trustees Report incidence method.2026-10-065Publication lineage; internal ETL not inferred.R84_REL035PROC_OACT_DI_TERMINATION_PROJproducesDATA_OACT_DI_TERMINATION_2026The 2026 public Figure V.C4 series presents historical and projected disabled-worker termination rates associated with the Trustees Report termination method.2026-10-065Publication lineage; internal ETL not inferred.R84_REL036PROC_OACT_DI_BENEFICIARY_PROJusesPROC_OACT_DI_INCIDENCE_PROJThe Trustees Report states that incidence is a foundation for projecting disabled-worker beneficiaries in current-payment status.2026-10-065Method dependency, not a software interface.R84_REL037PROC_OACT_DI_BENEFICIARY_PROJusesPROC_OACT_DI_TERMINATION_PROJThe Trustees Report states that termination rates are a foundation for projecting disabled-worker beneficiaries in current-payment status.2026-10-065Method dependency, not a software interface.R84_REL038PROC_OACT_FERTILITY_PROJfeedsMODEL_OACT_POPULATIONThe Social Security area population projection combines fertility assumptions with mortality, immigration, marriage, and divorce assumptions.2026-10-065Method/model dependency only.R84_REL039PROC_OACT_IMMIGRATION_PROJfeedsMODEL_OACT_POPULATIONThe Social Security area population projection incorporates assumptions for the four documented immigration flows.2026-10-065Method/model dependency only.R84_REL040PROC_OACT_COVERED_EARNINGS_PROJfeedsPROC_OACT_TAXABLE_EARNINGS_PROJTaxable earnings are projected as the portion of covered earnings subject to OASDI payroll tax.2026-10-065Actuarial-method dependency.R84_REL041PROC_OACT_TAXABLE_EARNINGS_PROJusesDATA_OACT_CBBThe contribution and benefit base limits taxable wages and is used in the taxable-earnings methodology.2026-10-065Statutory parameter dependency.R84_REL042PROC_OACT_TAXABLE_EARNINGS_PROJfeedsPROC_OACT_PAYROLL_TAX_PROJPayroll tax liabilities are projected from scheduled rates applied to taxable wages and self-employment net earnings.2026-10-065Actuarial-method dependency.R84_REL043FORM_SSA3288OP1available_for_electronic_submission_viaAPP_UPLOAD_DOCUMENTSSSA current Forms catalog lists a Complete Online Form route for SSA-3288-OP1 within the agency electronic-submission experience.2026-10-065No separate form-specific database or transport is inferred.R85_REL001UI_NED_NEDAscreen_ofAPP_NEDPOMS identifies NEDA as the NED screen used to directly change the debtor domestic address and phone number.2017-10-315No UI technology inferred.R85_REL002UI_NED_NEDAupdatesDATA_NED_DOMESTIC_ADDRESSNEDA directly changes the domestic address maintained in the NED database.2017-10-315R85_REL003APP_NEDmaintainsDATA_NED_DOMESTIC_ADDRESSThe NED database maintains the domestic address used for a non-entitled debtor.2017-10-315R85_REL004APP_ECOextracts_data_fromAPP_NEDPOMS says NED does not pass data to ECO; instead ECO extracts data from the NED database.2017-10-315Direction is explicitly constrained by policy.R85_REL005DATA_NED_DOMESTIC_ADDRESSavailable_toAPP_ECOThe NED address changed through NEDA provides ECO with the current debtor address.2017-10-315R85_REL006DATA_NED_DOMESTIC_ADDRESSdoes_not_updateSYS_MBRPOMS expressly states that changing the NED address does not interface with or update the MBR.2017-10-315Explicit negative propagation rule.R85_REL007SVC_ITS_GOVreceivesDATA_ITS_BENEFICIARY_ADDRESSCurrent IDD policy requires beneficiary address input in ITS.gov for the documented country workflow.2026-10-065No claim that ITS.gov becomes the Title II master address.R85_REL008SVC_ITS_GOVreceivesDATA_ITS_BANK_ADDRESSCurrent IDD policy requires bank address input in the bank contact information field in ITS.gov.2026-10-065Financial-institution address, not person residence.R85_REL009PROC_IDDusesDATA_ITS_BENEFICIARY_ADDRESSInternational direct-deposit processing uses the ITS.gov beneficiary address as part of required enrollment/update data.2026-10-065R85_REL010PROC_IDDusesDATA_ITS_BANK_ADDRESSInternational direct-deposit processing uses the ITS.gov financial-institution address where required.2026-10-065R85_REL011DATA_ITS_BENEFICIARY_ADDRESSdoes_not_establish_update_path_toSYS_MBRPolicy requires MBR foreign-country status for certain IDD updates but does not state that the beneficiary address entered in ITS.gov updates the MBR address.2026-10-065Negative inference control, not a claim that systems can never be coordinated manually.R85_REL012EX_NUMIDENT_DNP_VERIFYsources_identity_fromSYS_NUMIDENTThe final designation makes Numident the authoritative SSA source used through Do Not Pay for name, SSN and DOB verification.2026-10-065R85_REL013EX_NUMIDENT_DNP_VERIFYroutes_throughSVC_DNPTreasury designated Numident to the Do Not Pay Working System for the specified verification purpose.2026-10-065R85_REL014EX_NUMIDENT_DNP_VERIFYreturnsDATA_NUMIDENT_DNP_MATCH_RESPONSEThe proposed exchange design retained in the Atlas describes numerical match/non-match responses rather than corrected PII; final designation authorizes the verification use.2026-10-064Exact production response encoding is not separately confirmed by the final notice.R85_REL015EX_NUMIDENT_DNP_VERIFYcurrently_available_via_select_programsSVC_TREASURY_PAYMENT_VERIFICATIONTreasury September 2026 catalog lists Numident in Payment Verification for select programs.2026-10-065Select programs are not identified publicly.R85_REL016EX_NUMIDENT_DNP_VERIFYplanned_for_select_programsSVC_DNP_CONNECTTreasury September 2026 catalog lists Numident in Do Not Pay Connect as coming soon for select programs.2026-10-065Future-state product availability, not a deployed API assertion.R85_REL017EX_NUMIDENT_DNP_VERIFYplanned_state_access_viaSVC_PARISTreasury lists state usage of Numident as coming soon through PARIS.2026-10-065Future-state state-agency access only.R85_REL018PROC_DNP_SOURCE_DATA_CORRECTIONgovernsSVC_DNPTreasury requires data providers to maintain correction procedures and updates validated corrections at both the source and Do Not Pay.2026-10-065R85_REL019PROC_DNP_SOURCE_DATA_CORRECTIONpreserves_source_authority_forSYS_NUMIDENTFor Numident discrepancies, the source agency remains responsible for correction; Do Not Pay is not a replacement identity master.2026-10-065Derived directly from Treasury correction-governance model and SSA ownership of Numident.R85_REL020PROC_NUMIDENT_MATCHING_GOVgoverns_verification_ofSYS_NUMIDENTOIG recommended cross-component collaboration and periodic risk assessment around Numident matching criteria; SSA agreed.2026-10-065Does not identify a physical criteria repository.R85_REL021PROC_NUMIDENT_MATCHING_GOVsupportsPROJ_NUMIDENT_VERIFY_CONSOLIDATIONOIG warned that centralizing verification without improving matching criteria would leave matching-risk issues unresolved.2026-10-065Governance relationship; not a software dependency.R85_REL022DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_TR_IVB1_RATESOACT publishes this table within the supplemental single-year series consistent with the 2026 Trustees Report.2026-10-065R85_REL023REPORT_TRUSTEES_2026contextualizesDATA_OACT_TR_IVB1_RATESOACT directs users to the 2026 Trustees Report for context and terminology for the supplemental single-year table.2026-10-065R85_REL024DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_TR_IVB2_COMPONENTSOACT publishes this table within the supplemental single-year series consistent with the 2026 Trustees Report.2026-10-065R85_REL025REPORT_TRUSTEES_2026contextualizesDATA_OACT_TR_IVB2_COMPONENTSOACT directs users to the 2026 Trustees Report for context and terminology for the supplemental single-year table.2026-10-065R85_REL026DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_TR_IVB3_GDPOACT publishes this table within the supplemental single-year series consistent with the 2026 Trustees Report.2026-10-065R85_REL027REPORT_TRUSTEES_2026contextualizesDATA_OACT_TR_IVB3_GDPOACT directs users to the 2026 Trustees Report for context and terminology for the supplemental single-year table.2026-10-065R85_REL028DATA_OACT_TR2026_SINGLE_YEARcontainsDATA_OACT_TR_VA1_FERT_MORTOACT publishes this table within the supplemental single-year series consistent with the 2026 Trustees Report.2026-10-065R85_REL029REPORT_TRUSTEES_2026contextualizesDATA_OACT_TR_VA1_FERT_MORTOACT directs users to the 2026 Trustees Report for context and terminology for the supplemental single-year table.2026-10-065R85_REL030DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_IVB1_APPLICATIONSOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL031REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_IVB1_APPLICATIONSThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL032DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_IVB2_NEW_RECIPIENTSOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL033REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_IVB2_NEW_RECIPIENTSThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL034DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_IVB3_DEATH_TERMSOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL035REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_IVB3_DEATH_TERMSThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL036DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_IVC1_FED_PAYMENTSOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL037REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_IVC1_FED_PAYMENTSThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL038DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_VC1_ADULT_DISPOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL039REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_VC1_ADULT_DISPThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL040DATA_SSI_SINGLE_YEAR_2026containsDATA_SSI_AR_VC2_CHILD_DISPOACT publishes this table within the 2026 SSI supplemental single-year series.2026-10-065R85_REL041REPORT_SSI_ANNUAL_2026contextualizesDATA_SSI_AR_VC2_CHILD_DISPThe 2026 SSI Annual Report provides the definitions and context for the supplemental table.2026-10-065R85_REL042SVC_SSA_WEB_STATUSmonitors_public_health_ofAPP_MYSSASSA status page publishes current health for the my Social Security Webapp.2026-10-065Public monitoring surface only.R85_REL043SVC_SSA_WEB_STATUSpublishesDATA_SSA_WEB_INCIDENT_HISTORYSSA status service exposes historical outages and scheduled maintenance.2026-10-065R85_REL044DATA_SSA_WEB_INCIDENT_HISTORYrecords_availability_forAPP_MYSSAIncident history includes network disruptions and scheduled maintenance affecting the my Social Security Webapp.2026-10-065No internal root-cause platform inferred.R86_REL001PROC_US_MAILING_BENEF_ABROADrequires_actual_residenceDATA_BENEF_ABROAD_ACTUAL_RESIDENCEA beneficiary abroad using a qualifying U.S. mailing address must keep SSA advised of the actual residence address.2024-02-075No automatic program-record write is inferred.R86_REL002PROC_US_MAILING_BENEF_ABROADrequires_control_codeDATA_US_MAILING_ABROAD_240_CODESSA prepares a 240 listing code when a beneficiary resides abroad but maintains a U.S. mailing address, except APO/FPO cases.2024-02-075Storage location of the listing code is unresolved.R86_REL003PROC_FOREIGN_CARE_OF_MAILINGuses_mailing_addressDATA_FOREIGN_CARE_OF_MAILING_ADDRThe foreign C/O process accepts the relative/friend address as the mailing address when policy conditions are met.2023-125Actual residence must also be documented.R86_REL004PROC_FOREIGN_CARE_OF_MAILINGdocuments_actual_residence_withFORM_SSA795SSA obtains Form SSA-795 showing the beneficiary actual residence address and explaining use of the foreign C/O address.2023-125Form SSA-795 already existed in the Atlas.R86_REL005PROC_FOREIGN_CARE_OF_MAILINGmay_fall_back_toPROC_FBU_FALLBACK_MAILINGIf other mailing-address options are exhausted, policy permits rare use of the FBU address as the beneficiary mailing address.2023-125Fallback only; not the normal foreign mailing-address path.R86_REL006UI_POS_PEADmay_route_toUI_POS_CLCZForeign-to-domestic COA processing through PEAD may bring CLCZ into the path when MBR citizenship information is missing or incomplete.2026-09-175This establishes workflow routing, not an automatic MBR write.R86_REL007UI_POS_PEADmay_route_toUI_POS_CLLPForeign-to-domestic COA processing through PEAD may bring CLLP into the path when lawful-presence information is missing or incomplete.2026-09-175This establishes workflow routing, not an automatic MBR write.R86_REL008UI_POS_CLCZsupports_review_againstSYS_MBRPOMS directs staff to review MBR citizenship information before initiating the foreign-to-domestic address change.2026-09-175Field-level write semantics are not stated.R86_REL009UI_POS_CLLPsupports_review_againstSYS_MBRPOMS directs staff to verify lawful-presence information associated with the MBR before the foreign-to-domestic address change when applicable.2026-09-174Exact field mapping is not public.R86_REL010PROC_FO_ADDRESS_AS_MAILINGmaintains_check_control_withDATA_MMCRField offices establish a separate MMCR control for each check received when the FO address is used as the mailing address.2026-09-185The record contains claimant/check control information, not a new beneficiary master address.R86_REL011DATA_MMCRretained_inREPO_NDREDControl records for checks mailed to the field office may be retained in NDRed for three years after distribution; secure local holding is an alternative.2026-09-185Paper may be destroyed after verified scanning.R86_REL012PROC_SSI_INTERSTATE_COA_STAGINGmay_input_throughAPP_MSSICSCurrent policy permits the new mailing/residence information to be entered through MSSICS.2026-08-075MSSICS implementation details beyond policy references are not inferred.R86_REL013PROC_SSI_INTERSTATE_COA_STAGINGmay_input_throughFORM_SSA1719BWhen MSSICS is not used, current policy permits SSA-1719B SSI post-eligibility input.2026-08-075This is an alternative input route.R86_REL014PROC_SSI_INTERSTATE_COA_STAGINGrefers_outstanding_development_viaUI_MSSICS_DWO1Cases moving to another service area may be referred to the new field office via the MSSICS DWO1/DWOI control.2026-08-074POMS has DWO1/DWOI spelling inconsistency.R86_REL015PROC_SSI_INTERSTATE_COA_STAGINGrefers_non_mssics_development_viaAPP_MDW_AIIf a case is not in MSSICS, current POMS directs referral through the Modernized Development Worksheet.2026-08-075Reuses the existing MDW entity; does not assert that its later AI features are required by this workflow.R86_REL016SYS_SSRcontains_segmentDATA_SSR_CMPH_SEGMENTCurrent POMS identifies CMPH as a segment of the SSR used for residence-related case characteristics.2026-08-075Logical record segmentation only.R86_REL017PROC_SSI_INTERSTATE_COA_STAGINGupdates_after_residence_developmentDATA_SSR_CMPH_SEGMENTAfter the new residence and living arrangement are developed, staff update correct residence information to the SSR CMPH segment.2026-08-075Staff-directed update path, not automatic external synchronization.R86_REL018PROC_IAPPEALS_NUMIDENT_ACCESS_CHECKreads_access_controls_fromSYS_NUMIDENTiAppeals checks blocked-access and special-indicator conditions on Numident before allowing Internet appeal use.2025-12-025Read/eligibility relationship only.R86_REL019PROC_IAPPEALS_NUMIDENT_ACCESS_CHECKcontrols_access_toAPP_IAPPEALSClaimants with blocked Internet access or disqualifying Numident indicators cannot use iAppeals.2025-12-025Alternative appeal channels remain available.R86_REL020APP_IAPPEALSissuesDATA_IAPPEALS_REENTRY_NUMBERiAppeals issues a reentry number for resuming an unfinished appeal submission.2025-12-025The public source states a 65-day restart rule.R86_REL021APP_IAPPEALSgeneratesDATA_IAPPEALS_RECEIPT_PAGEAfter submission, iAppeals provides a receipt page with date, time, and submission summary.2025-12-025User-facing artifact.R86_REL022APP_IAPPEALSgeneratesDATA_IAPPEALS_COVERSHEET_PAGEAfter submission, iAppeals provides a coversheet with BNC, contact information, and local FO address.2025-12-025User-facing artifact.R86_REL023APP_IAPPEALSuses_for_routingDATA_IAPPEALS_CLAIMANT_MAILING_ZIPFor applicable Title II/Canadian appeals, iAppeals uses claimant mailing ZIP/postal code to route the request to the servicing FO Internet Disability WMI.2025-12-025Other foreign Title II appeals route to OIO; concurrent/Title XVI route by preferred office.R86_REL024DATA_IAPPEALS_COVERSHEET_PAGEderives_office_fromDATA_IAPPEALS_CLAIMANT_MAILING_ZIPThe coversheet local FO address is based on the ZIP code of the claimant mailing address.2025-12-025Routing derivation only.R86_REL025APP_IAPPEALSaccepts_evidence_throughFEATURE_IAPPEALS_ATTACHMENT_UTILITYInternet users can attach evidence to iAppeals submissions using the attachment utility.2025-12-025Attachment review/retention occurs in EDCS.R86_REL026FEATURE_IAPPEALS_ATTACHMENT_UTILITYreviewed_before_case_creation_inUI_EDCS_PREVIEW_INTERNET_DOCSEDCS users can process submitted Internet documents on Preview Internet Documents before creating the EDCS case.2023-12-285Documents are searched by SSN.R86_REL027FEATURE_IAPPEALS_ATTACHMENT_UTILITYassociated_with_case_inUI_EDCS_INTERNET_DOCSAfter EDCS case creation, Internet-submitted documents appear on the Internet Documents page for case-level action.2023-12-285Association is case/SSN controlled.R86_REL028UI_EDCS_INTERNET_DOCScommits_retained_documents_toREPO_EFEDCS can send retained Internet documents to the Electronic Folder and copy document metadata to the case.2023-12-285DMA moves the image to the permanent location; physical storage technology not inferred.R86_REL029UI_EDCS_INTERNET_DOCSrecords_history_inUI_EVIEW_INTERNET_DOC_HISTORYAfter processing, eView exposes Internet document status and retention actions on the Internet Documents History page.2023-12-285History availability depends on the discard reason for image visibility.R86_REL030APP_MCSgeneratesDATA_MCS_IAPPEALS_CONTACT_ALERTMCS alerts a technician when iAppeals contact information differs from MCS contact information.2025-12-025Technician review and claimant contact resolve discrepancies; no automatic overwrite is established.R86_REL031PROC_IRS_TAX_INFO_REQUESTroutes_toORG_IRS_DISCLOSURE_SCANNING_OPCurrent POMS directs written SSA tax-information requests to the IRS Disclosure Scanning Operation in Atlanta.2026-10-025Operational mailing destination; transport beyond written request is not inferred.R86_REL032ORG_IRS_DISCLOSURE_SCANNING_OPcomponent_ofORG_IRSThe Disclosure Scanning Operation is an IRS destination for SSA written tax-information requests.2026-10-025No internal IRS platform asserted.R86_REL033PROC_IRS_TAX_INFO_REQUESTusesDATA_IRS_TAX_REQUEST_TEMPLATESSA uses the designated two-part IRS request form/template to ask for needed tax information.2026-10-025Request includes tax types/schedules and taxpayer identifiers.R86_REL034DATA_IRS_TAX_REQUEST_TEMPLATEincludesDATA_IRS_TAX_REQUEST_TP_ADDRESSCurrent POMS instructs SSA to include taxpayer name/address on the request template.2026-10-025Outbound SSA-provided address attribute.R86_REL035PROC_IRS_TAX_INFO_REQUESTmay_receiveDATA_IRS_ACCOUNT_TRANSCRIPTIRS may answer the written SSA request with an Account Transcript when available.2026-10-025POMS says allow IRS 30 days when online SSA systems do not contain the needed tax information.R86_REL036PROC_IRS_TAX_INFO_REQUESTmay_receiveDATA_IRS_RETURN_TRANSCRIPTIRS may answer the written SSA request with a Return Transcript when available.2026-10-025This is evidence retrieval, not a master-record synchronization feed.R86_REL037DATA_IRS_ACCOUNT_TRANSCRIPTprovided_byORG_IRSIRS provides Account Transcripts in response to appropriate SSA requests.2026-10-025Current/prior-three-year availability is documented for relevant SE schedules.R86_REL038DATA_IRS_RETURN_TRANSCRIPTprovided_byORG_IRSIRS provides Return Transcripts in response to appropriate SSA requests.2026-10-025Current/prior-three-year transcript availability is documented for relevant schedules.R86_REL039FMT_EFW2contains_required_fieldDATA_EFW2_EMPLOYER_DELIVERY_ADDRESSStarting with tax year 2025, the EFW2 RE Employer record requires Employer Delivery Address for electronic submissions.20265Required-file-field relationship.R86_REL040FORM_SSA308submittable_online_viaAPP_UPLOAD_DOCUMENTSSSA current Forms catalog provides an online-submission route for SSA-308 within the agency electronic forms framework.2026-10-064The public catalog does not expose per-form backend routing.R86_REL041FORM_SSA3885submittable_online_viaAPP_UPLOAD_DOCUMENTSSSA current Forms catalog provides an online-submission route for SSA-3885 within the agency electronic forms framework.2026-10-064The public catalog does not expose per-form backend routing.R86_REL042DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VA2_IMMIGRATIONThe 2026 OASDI Trustees supplemental single-year collection publishes V.A2 as a separate table.2026-10-065Publication containment only.R86_REL043DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VA3_POP_DEPThe 2026 OASDI Trustees supplemental single-year collection publishes V.A3 as a separate table.2026-10-065Publication containment only.R86_REL044DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VA4_PERIOD_LEThe 2026 OASDI Trustees supplemental single-year collection publishes V.A4 as a separate table.2026-10-065Publication containment only.R86_REL045DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VA5_COHORT_LEThe 2026 OASDI Trustees supplemental single-year collection publishes V.A5 as a separate table.2026-10-065Publication containment only.R86_REL046DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VB2_ECONThe 2026 OASDI Trustees supplemental single-year collection publishes V.B2 as a separate table.2026-10-065Publication containment only.R86_REL047DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VC4_OASI_BENThe 2026 OASDI Trustees supplemental single-year collection publishes V.C4 as a separate table.2026-10-065Publication containment only.R86_REL048DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VC5_DI_BENThe 2026 OASDI Trustees supplemental single-year collection publishes V.C5 as a separate table.2026-10-065Publication containment only.R86_REL049DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VC7_SCHED_BENThe 2026 OASDI Trustees supplemental single-year collection publishes V.C7 as a separate table.2026-10-065Publication containment only.R86_REL050DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VIG1_ECON_VARSThe 2026 OASDI Trustees supplemental single-year collection publishes VI.G1 as a separate table.2026-10-065Publication containment only.R86_REL051DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VIG2_TRUST_OPS_CURThe 2026 OASDI Trustees supplemental single-year collection publishes VI.G2 as a separate table.2026-10-065Publication containment only.R86_REL052DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VIG3_NONINT_CURThe 2026 OASDI Trustees supplemental single-year collection publishes VI.G3 as a separate table.2026-10-065Publication containment only.R86_REL053DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VIG4_TRUST_OPS_CPIThe 2026 OASDI Trustees supplemental single-year collection publishes VI.G4 as a separate table.2026-10-065Publication containment only.R86_REL054DATA_OACT_TR2026_SINGLE_YEARcontains_tableDATA_OACT_TR_VIG5_NONINT_CPIThe 2026 OASDI Trustees supplemental single-year collection publishes VI.G5 as a separate table.2026-10-065Publication containment only.R86_REL055DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVA1_POPThe 2026 SSI Annual Report supplemental single-year collection publishes IV.A1 as a separate table.2026-10-065Publication containment only.R86_REL056DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVA2_FBRThe 2026 SSI Annual Report supplemental single-year collection publishes IV.A2 as a separate table.2026-10-065Publication containment only.R86_REL057DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB4_NONDEATH_TERMSThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B4 as a separate table.2026-10-065Publication containment only.R86_REL058DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB5_ALL_TERMSThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B5 as a separate table.2026-10-065Publication containment only.R86_REL059DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB6_FED_CPThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B6 as a separate table.2026-10-065Publication containment only.R86_REL060DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB7_PREVALENCEThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B7 as a separate table.2026-10-065Publication containment only.R86_REL061DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB8_STATE_ONLY_CPThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B8 as a separate table.2026-10-065Publication containment only.R86_REL062DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVB9_ALL_ADMIN_CPThe 2026 SSI Annual Report supplemental single-year collection publishes IV.B9 as a separate table.2026-10-065Publication containment only.R86_REL063DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVC2_FY_FED_PAYThe 2026 SSI Annual Report supplemental single-year collection publishes IV.C2 as a separate table.2026-10-065Publication containment only.R86_REL064DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVC3_CPI_FED_PAYThe 2026 SSI Annual Report supplemental single-year collection publishes IV.C3 as a separate table.2026-10-065Publication containment only.R86_REL065DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVC4_STATE_SUPP_PAYThe 2026 SSI Annual Report supplemental single-year collection publishes IV.C4 as a separate table.2026-10-065Publication containment only.R86_REL066DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVD1_GDPThe 2026 SSI Annual Report supplemental single-year collection publishes IV.D1 as a separate table.2026-10-065Publication containment only.R86_REL067DATA_SSI_SINGLE_YEAR_2026contains_tableDATA_SSI_AR_IVE1_COSTSThe 2026 SSI Annual Report supplemental single-year collection publishes IV.E1 as a separate table.2026-10-065Publication containment only.R87_REL001APP_MCSsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL002APP_MSSICSsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL003SYS_ICDBsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL004SYS_NUMIDENTsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL005SYS_SSRsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL006SYS_MBRsupplies_data_to_processPROC_EDCS_MAINFRAME_PROPAGATIONCurrent EDCS policy identifies this as a mainframe source for data propagation into EDCS.2026-03-175Existing direct source-to-EDCS relationships are retained; this adds the explicit propagation-process node.R87_REL007PROC_EDCS_MAINFRAME_PROPAGATIONpopulatesAPP_EDCSPropagation process populates EDCS when a case is created.2026-03-175R87_REL008PROC_EDCS_MAINFRAME_PROPAGATIONuses_source_precedenceAPP_MCSMCS propagates before other mainframe sources when a current MCS claim exists.2026-03-175R87_REL009SYS_NUMIDENTsupplies_exclusion_case_data_toUI_EDCS_MCS_EXCLUSION_INFOWhen no current MCS/MSSICS claim or appeal exists, available Numident data can populate the EDCS MCS Exclusion Information screen.2026-03-175R87_REL010SYS_MBRsupplies_exclusion_case_data_toUI_EDCS_MCS_EXCLUSION_INFOWhen no current MCS/MSSICS claim or appeal exists, MBR name/date-of-birth information populates the EDCS MCS Exclusion Information screen.2026-03-175R87_REL011UI_EDCS_MCS_EXCLUSION_INFOscreen_withinAPP_EDCSThe MCS Exclusion Information page is an EDCS screen and can populate subsequent EDCS screens.2026-03-175R87_REL012UTIL_EDCS_COPY_FROM_PRIORfeature_withinAPP_EDCSCopy from Prior is activated on applicable EDCS disability-report screens for subsequent initial cases.2026-03-175R87_REL013UTIL_EDCS_COPY_FROM_PRIORcopies_selected_data_fromAPP_EVIEWThe feature copies selected information from the most recent closed electronic folder surfaced through the electronic-folder environment.2026-03-174eView is modeled as the current electronic-folder viewing application; the source describes the prior closed EF rather than naming a storage table.R87_REL014APP_EDCSrecords_internet_propagation_status_forDATA_EVIEW_CLIENT_DATESEDCS records whether an Internet disability report propagated and eView Client Dates exposes submission/propagation details.2026-03-175R87_REL015DATA_EVIEW_CLIENT_DATESdisplayed_inAPP_EVIEWPOMS says this information is available in eView on Case Information under Client Dates.2026-03-175R87_REL016PROC_ERPS_EIN_VERIFICATIONimplemented_inAPP_ERPSOrganizational EIN verification is performed in eRPS.2023-05-235R87_REL017PROC_ERPS_EIN_VERIFICATIONqueriesDB_EIFThe Verify EIN action searches the Employer Identification File.2023-05-235R87_REL018PROC_ERPS_EIN_VERIFICATIONdisplays_result_onUI_ERPS_EIN_INFO_FROM_EIFEIF result is displayed on the EIN Info from EIF screen.2023-05-235R87_REL019UI_ERPS_EIN_INFO_FROM_EIFscreen_withinAPP_ERPSEIN Info from EIF is an eRPS screen.2023-05-235R87_REL020PROC_ERPS_EIN_VERIFICATIONcreates_issue_when_unresolvedDATA_ERPS_EINVER_ISSUERejected or unresolved EIN verification can create an EINVER issue, including a five-day tickle when a found EIN is rejected.2023-05-235R87_REL021DATA_ERPS_EINVER_ISSUEwork_control_withinAPP_ERPSEINVER is a system-created eRPS issue.2023-05-235R87_REL022UI_ERPS_BENEFICIARY_ADDRESS_CHANGEscreen_withinAPP_ERPSCurrent policy identifies the Beneficiary Address Change screen as an eRPS screen.2025-05-165R87_REL023UI_ERPS_BENEFICIARY_ADDRESS_CHANGEupdates_beneficiary_residence_forPROC_RP_COARepresentative-payee workflows use the screen for beneficiary residence changes.2025-05-165R87_REL024APP_ERPSautomatically_updates_individual_payee_title_ii_address_onSYS_MBRFor an individual representative payee Title II COA, eRPS sends the change automatically to the MBR the following night.2020-04-305R87_REL025APP_ERPSdoes_not_send_individual_payee_title_xvi_coa_toSYS_SSRFor an individual payee Title XVI COA, policy explicitly says eRPS does not send the address change to the SSR.2020-04-305R87_REL026APP_ERPSrequires_parallel_title_xvi_address_input_viaAPP_MSSICSFor individual payee Title XVI COA, staff first update eRPS and then MSSICS to build/update the SSR.2020-04-305R87_REL027APP_ERPSautomatically_updates_institutional_payee_title_ii_records_onSYS_MBRFor institutional payees correctly established in eRPS, COA input automatically updates associated Title II records.2020-04-305R87_REL028APP_ERPSautomatically_updates_institutional_payee_title_xvi_records_onSYS_SSRFor institutional payees correctly established in eRPS, COA input automatically updates associated Title XVI records.2020-04-305R87_REL029APP_MYCOAcreatesDATA_MYCOA_PENDING_FUTURE_ADDRESSTitle II users may choose a later effective date within 90 days; future-effective address changes remain pending until the appropriate month.2026-09-175R87_REL030DATA_MYCOA_PENDING_FUTURE_ADDRESSprocessed_byAPP_T2RTitle II Redesign processes myCOA address inputs.2026-09-175R87_REL031DATA_MYCOA_PENDING_FUTURE_ADDRESSposts_to_when_effectiveSYS_MBRmyCOA Title II address changes are reflected in the MBR; future-effective changes remain pending until the appropriate month.2026-09-175The source does not identify the physical pending store.R87_REL032ORG_SSA_OCACTpublishesDATA_OACT_AS_4A1_OASI_TFCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL033ORG_SSA_OCACTpublishesDATA_OACT_AS_4A2_DI_TFCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL034ORG_SSA_OCACTpublishesDATA_OACT_AS_4A3_OASDI_TFCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL035ORG_SSA_OCACTpublishesDATA_OACT_AS_4A4_TOTAL_BENEFITSCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL036ORG_SSA_OCACTpublishesDATA_OACT_AS_4A5_OASI_BENEFITSCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL037ORG_SSA_OCACTpublishesDATA_OACT_AS_4A6_DI_BENEFITSCurrent Actuarial Services statistical-table publication.2026-10-065R87_REL038REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A1_OASI_TFThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL039REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A2_DI_TFThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL040REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A3_OASDI_TFThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL041REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A4_TOTAL_BENEFITSThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL042REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A5_OASI_BENEFITSThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL043REPORT_STAT_SUPP_2026publication_defers_toDATA_OACT_AS_4A6_DI_BENEFITSThe 2026 Annual Statistical Supplement discontinues section 4.A because the same table is already published by Actuarial Services.2026-10-065R87_REL044PROC_T2_OVERPAY_NOTICE_GENERATIONproducesDATA_T2_OVERPAYMENT_NOTICECurrent policy requires written notice after discovery of a Title II overpayment.2026-09-305R87_REL045APP_MACADEcan_generateDATA_T2_OVERPAYMENT_NOTICECurrent POMS identifies MACADE as a written overpayment-notice channel.2026-09-305R87_REL046APP_AURORAcan_generateDATA_T2_OVERPAYMENT_NOTICECurrent POMS identifies AURORA as a written overpayment-notice channel.2026-09-305R87_REL047APP_DPScan_generateDATA_T2_OVERPAYMENT_NOTICECurrent POMS identifies DPS as a written overpayment-notice channel.2026-09-305R87_REL048PROC_T2_OVERPAY_NOTICE_GENERATIONdocuments_oral_contact_inUI_DMS_RMKSWhen overpayment is discovered during oral communication, policy directs staff to document the conversation on DMS Remarks.2026-09-305R88_REL001SVC_SAVEreturnsDATA_SAVE_QUERY_RESPONSEOnline SAVE returns a DHS-derived response for the A-Number or admission number submitted to the query.2026-09-175Response is a verification result; benefit eligibility remains an SSA determination.R88_REL002DATA_SAVE_QUERY_RESPONSEdisplayed_onUI_SAVE_RESPONSESelected DHS record attributes from the SAVE response propagate to the SSA SAVE screen.2026-09-175R88_REL003DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_DOBCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL004DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_COUNTRY_OF_BIRTHCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL005DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_DHS_SSNCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL006DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_DATE_OF_ENTRYCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL007DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_VERIFICATION_NUMBERCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL008DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_CLASS_OF_ADMISSIONCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL009DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_DATE_ADMITTED_TOCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL010DATA_SAVE_QUERY_RESPONSEcontainsDATA_SAVE_ELIGIBILITY_STATEMENTCurrent lawful-presence POMS enumerates this value among or within the online SAVE response used by SSA.2026-09-175R88_REL011DATA_SAVE_DHS_SSNnot_authoritative_for_ssa_identity_correctionSYS_NUMIDENTPOMS warns the SSN in the DHS record may be self-reported and inaccurate and instructs SSA not to verify it or request DHS correction when incorrect.2026-09-175Negative provenance boundary: no Numident update path is inferred from this DHS-returned value.R88_REL012PROC_LAWFUL_PRESENCE_VERIFICATIONusesSVC_SAVEWhen policy conditions are met, SSA uses online SAVE with submitted immigration evidence to establish U.S. lawful presence for benefit payment.2026-09-175R88_REL013PROC_LAWFUL_PRESENCE_VERIFICATIONuses_claim_proofDATA_LAWFUL_PRESENCE_PROOFCurrent policy can accept qualifying prior SSA system evidence/proof coding subject to currency and consistency rules.2026-09-175R88_REL014PROC_LAWFUL_PRESENCE_VERIFICATIONfalls_back_toFORM_G845When online SAVE cannot be used for specified cases, SSA requests manual DHS verification using Form G-845.2026-09-175R88_REL015FORM_G845may_includeFORM_G845_SUPPLEMENTSpecified lawful-presence categories require or allow the Supplement to Form G-845.2026-09-175R88_REL016FORM_G845controlled_byCTRL_G845_DW01SSA enters a G845 issue on MCS DW01 with a 20-federal-working-day follow-up period.2026-09-175R88_REL017CTRL_G845_DW01implemented_onUI_MCS_DW01The G845 development issue is entered on the MCS Development Worksheet DW01.2026-09-175R88_REL018DATA_CEF_FLAGpersisted_inREPO_CEFCurrent EDCS/eView policy treats DATA_CEF_FLAG as part of the Certified Electronic Folder case-handling environment.2026-04-275CEF is the documented logical/official folder boundary; physical database technology is not inferred.R88_REL019APP_EDCScreates_or_managesDATA_CEF_FLAGFO users can create or manage this CEF case-handling artifact in EDCS.2026-04-275R88_REL020APP_EVIEWcreates_or_managesDATA_CEF_FLAGUsers can create or manage this CEF case-handling artifact in eView.2026-04-275R88_REL021DATA_CEF_FLAGcan_triggerDATA_EDCS_UAT_ALERTWhen added by an office without case jurisdiction, the jurisdiction office receives an alert/UAT notification.2026-04-275Trigger is conditional on office jurisdiction.R88_REL022DATA_CEF_MESSAGEpersisted_inREPO_CEFCurrent EDCS/eView policy treats DATA_CEF_MESSAGE as part of the Certified Electronic Folder case-handling environment.2026-04-275CEF is the documented logical/official folder boundary; physical database technology is not inferred.R88_REL023APP_EDCScreates_or_managesDATA_CEF_MESSAGEFO users can create or manage this CEF case-handling artifact in EDCS.2026-04-275R88_REL024APP_EVIEWcreates_or_managesDATA_CEF_MESSAGEUsers can create or manage this CEF case-handling artifact in eView.2026-04-275R88_REL025DATA_CEF_MESSAGEcan_triggerDATA_EDCS_UAT_ALERTWhen added by an office without case jurisdiction, the jurisdiction office receives an alert/UAT notification.2026-04-275Trigger is conditional on office jurisdiction.R88_REL026CTRL_CDRWmaintained_inDB_DCFFO places a five-day CDRW tickle in DCF to control expected post-determination record updates.2026-08-125R88_REL027CTRL_CDRWmonitors_update_ofSYS_MBRTitle II and concurrent CDR appeal workflows use the CDRW tickle to ensure the MBR update posts.2026-08-125R88_REL028CTRL_CDRWmonitors_update_ofSYS_SSRTitle XVI and concurrent CDR appeal workflows use the CDRW tickle to ensure the SSR update posts.2026-08-125R88_REL029CTRL_DIBCESS_PCACSpending_inAPP_PCACSIf an expected Title II MBR update does not post within five days, FO verifies the DIBCESS issue is pending on PCACS.2026-08-125R88_REL030CTRL_DIBCESS_PCACSabsence_can_triggerDATA_DCF_PROBLEM_REPORTPOMS directs a DCF Problem Report when there is no DIBCESS issue on PCACS and no explanatory THIS-query exception.2026-08-125R88_REL031QUERY_THISno_exception_can_triggerDATA_DCF_PROBLEM_REPORTA DCF Problem Report is appropriate when the expected update is missing and the THIS query shows no exception under the stated conditions.2026-08-125R88_REL032DATA_DCF_PROBLEM_REPORTreports_problem_withDB_DCFThe problem report is used for missing/unexplained CDR update-control conditions involving DCF processing.2026-08-124Public POMS does not identify the report submission platform; relationship is business-context only.R88_REL033FORM_SSA437BKsubmitted_viaAPP_UPLOAD_DOCUMENTSCurrent Forms catalog Submit Online link resolves to the shared Upload Documents route with target 437.2026-10-065R88_REL034FORM_SSA561submitted_viaAPP_UPLOAD_DOCUMENTSCurrent Forms catalog Submit Online link resolves to the shared Upload Documents route with target 561.2026-10-065R88_REL035SVC_ONLINE_RIB_APPretrieved_for_entry_intoAPP_MCSSSA says a Claims Representative retrieves the online retirement application and enters the information into MCS.2026-07-105Staff-mediated entry; do not infer a direct frontend-to-MCS write interface.R88_REL036SVC_ONLINE_RIB_APPprovides_front_end_activity_tallies_forDATA_RIB_INTERNET_APPS_2246The Online Retirement Benefit Application provides the Internet front-end activity tallies used in the public collection.2026-07-105R88_REL037SVC_ONLINE_DIB_APPretrieved_for_entry_intoAPP_MCSSSA says a Claims Representative retrieves the online disability application and enters the information into MCS.2026-07-105Staff-mediated entry; do not infer a direct frontend-to-MCS write interface.R88_REL038SVC_ONLINE_DIB_APPprovides_front_end_activity_counts_forDATA_DIB_INTERNET_APPS_2247The Online Disability Benefit Application provides Internet front-end activity counts used in the public collection.2026-07-105R88_REL039APP_MCSfeeds_nightlyPROC_RSI_OPEN_DATA_AGGREGATIONCurrent SSA Open Data says MCS data are downloaded nightly to the Title II ODS before batch preparation and aggregation for national reporting.2026-07-105Process node represents the documented publication flow, not a newly asserted direct MCS-to-batch interface.R88_REL040DB_TITLE2_ODSfeedsPROC_RSI_OPEN_DATA_AGGREGATIONCurrent SSA Open Data identifies the Title II Operational Data Store as the nightly management-information store used before batch aggregation.2026-07-105R88_REL041DATA_DOWRprovides_reporting_dates_toPROC_RSI_OPEN_DATA_AGGREGATIONDOWR receipt dates define reporting periods for the public claims-volume data.2026-07-105R88_REL042PROC_RSI_OPEN_DATA_AGGREGATIONproducesDATA_RSI_APPLICATION_VOLUMESSSA says batch processes prepare and aggregate Title II ODS claims data into national application-volume outputs.2026-07-105R88_REL043DB_TITLE2_ODSprovides_counts_forDATA_DIB_INTERNET_APPS_2247The DIB Internet collection states MCS data are downloaded nightly to the Title II ODS and receipt counts are summarized into total and Internet national counts.2026-07-105R89_REL001APP_ELAShas_screenUI_ELAS_WKSHeLAS uses the WKSH screen for Leads/Protective Filing worksheet issues including UNVER.2026-06-265R89_REL002APP_IAPPTcreates_work_controlWORK_ELAS_UNVERiAppointment data transmitted to eLAS is marked with the UNVER issue.2026-06-265R89_REL003UI_ELAS_WKSHdisplaysWORK_ELAS_UNVERThe eLAS WKSH screen contains the UNVER issue for iAppointment-created appointments/protective filings.2026-06-265R89_REL004WORK_ELAS_UNVERisolates_data_fromSYS_ICDBUntil verified/corrected and receipted, UNVER data remains isolated from CLIENT/ICDB.2026-06-265No physical staging store is inferred.R89_REL005APP_ELASprovides_actionFUNC_ELAS_VERIFY_PIThe eLAS summary page exposes the Verify PI action used after staff verification.2026-06-265R89_REL006FUNC_ELAS_VERIFY_PIreceiptsWORK_ELAS_UNVERSelecting Verify PI receipts the UNVER issue after staff verifies the appointment identity information.2026-06-265Human-triggered control.R89_REL007FUNC_ELAS_VERIFY_PIreleases_verified_data_toSYS_ICDBAfter verification, selecting Verify PI allows previously isolated iAppointment data to become part of CLIENT/ICDB.2026-06-265Does not establish direct correction of Numident or PI.R89_REL008APP_ELAShas_screenUI_ELAS_RMRKeLAS includes the RMRK remarks screen referenced in iAppointment language-preference processing.2026-06-265R89_REL009APP_IAPPTwrites_language_assistance_remark_toUI_ELAS_RMRKNon-English or sign-language preference generates an interpreter-assistance remark on eLAS RMRK.2026-06-265R89_REL010UI_SSI_ALIEN_STATUSused_in_mssics_application_entry_forAPP_MSSICSCurrent SSI application policy identifies an Alien Status page for applications taken in MSSICS.2026-06-155Logical workflow relationship; exact UI implementation is not inferred.R89_REL011UI_SSI_ALIEN_STATUSused_in_cce_ssi_documentation_forAPP_CCECurrent LPR policy directs CCE SSI claims to annotate Alien Status page file-documentation notes.2026-09-175Current policy terminology does not prove separate physical page instances.R89_REL012UI_SSI_ALIEN_STATUScontainsDATA_SSI_US_ADMISSION_DATEArchived SSI Alien Status page includes U.S. admission date used in lawful-presence evidence review.2026-09-175R89_REL013UI_SSI_ALIEN_STATUScontainsDATA_SSI_ALIEN_STATUS_CODEArchived SSI Alien Status page includes the alien-status code.2026-09-175R89_REL014UI_SSI_ALIEN_STATUScontainsDATA_SSI_ALIEN_STATUS_VERIFIEDArchived SSI Alien Status page includes an alien-status-verified field.2026-09-175R89_REL015APP_SSI_CLAIMS_LOGICALrequires_verification_viaSVC_SAVECurrent Title XVI policy requires SAVE verification for noncitizen initial claims, redeterminations, and status changes.2026-09-155Policy workflow; not an inferred direct application API.R89_REL016PROC_CAPuses_ssi_information_viaEX_SDXBoth CAP models use information already sent to States through the automated SDX to identify and enroll SSI recipients.2026-08-045R89_REL017ORG_USDA_FNSparticipates_inPROC_CAPFNS is one of the government partners in CAP.2026-08-045R89_REL018ORG_STATESparticipates_inPROC_CAPStates are partners in CAP.2026-08-045R89_REL019PROC_CAPsupports_enrollment_inPROG_SNAPCAP streamlines SNAP benefits for certain one-person households eligible for SSI.2026-08-045R89_REL020APP_PUPSsupportsPROC_PUPS_IP_RECOUPPUPS records, alerts, prisoner-status queries, and incentive-payment processing are reviewed during recoupment.2026-04-145R89_REL021PROC_PUPS_IP_RECOUPuses_noticeFORM_SSA_L4020SSA uses SSA-L4020 to request return of an incorrectly paid incentive payment.2026-04-145R89_REL022APP_INFORMprovides_template_forFORM_SSA_L4020Current POMS directs technicians to obtain SSA-L4020 from the inForm system.2026-04-145R89_REL023UI_IRCS_QPIDscreen_ofAPP_IRCSQPID is identified as the IRCS Incentive Payment Identification Query screen.2026-04-145R89_REL024UI_IRCS_QPIDdisplaysDATA_PUPS_INCENTIVE_PAYEE_ADDRESSQPID Incentive Payment Data provides the facility incentive-payee name and mailing address used on SSA-L4020.2026-04-145Institution address.R89_REL025UI_PUPS_IPIDscreen_ofAPP_PUPSCurrent policy calls the Incentive Payment Identification Data screen a PUPS screen.2026-04-145R89_REL026UI_PUPS_IPIDmaintainsDATA_PUPS_INCENTIVE_PAYEE_ADDRESSField Operations prisoner coordination can update IPID with a facility’s current incentive-payment address and contact information.2026-04-145Staff-mediated update path.R89_REL027DATA_PUPS_INCENTIVE_PAYEE_ADDRESScopied_toFORM_SSA_L4020Technicians copy the institutional incentive-payee address from QPID to the recoupment notice.2026-04-145R89_REL028ORG_PRISONSoriginates_or_confirmsDATA_PUPS_INCENTIVE_PAYEE_ADDRESSCorrectional or mental health institution contacts provide or confirm address/contact information used for prisoner incentive payments.2026-04-145R89_REL029ORG_USPSprovides_candidate_forwarding_address_forDATA_PUPS_INCENTIVE_PAYEE_ADDRESSFor undeliverable SSA-L4020 mail, USPS forwarding information or an SSA-L2001 response can supply a candidate current facility address.2026-04-145The update to IPID is staff-mediated; USPS does not directly write PUPS.R89_REL030FORM_SSA_L4020stored_inREPO_L4020_SHAREPOINTThe PUPS Systems Manager places completed SSA-L4020 copies on the view-only IP Recoup Forms SharePoint site.2026-04-145R89_REL031UI_PUPS_P2QYscreen_ofAPP_PUPSP2QY is the PUPS Title II Prisoner Status Query used in incentive-payment review.2026-04-145R89_REL032UI_PUPS_T16QYscreen_ofAPP_PUPSCurrent POMS identifies the Title XVI Prisoner Status Query as T6QY in one section and P6QY in another.2026-04-144Source naming conflict retained.R89_REL033UI_PUPS_P2QYexposesDATA_PUPS_FACILITY_IDThe Title II prisoner status query supplies the facility ID used on SSA-L4020.2026-04-145R89_REL034UI_PUPS_T16QYexposesDATA_PUPS_FACILITY_IDThe Title XVI prisoner status query supplies the facility ID used on SSA-L4020.2026-04-144Source uses T6QY/P6QY inconsistently.R89_REL035FORM_SSA_L4020includesDATA_PUPS_FACILITY_IDSSA-L4020 includes the six-position facility ID.2026-04-145R89_REL036PROC_PUPS_IP_RECOUPuses_screenUI_PUPS_QIPDPOMS says institutional incentive-payment records in QIPD support inquiries about completed SSA-L4020 notices.2026-04-144R89_REL037PROC_PUPS_IP_RECOUPuses_screenUI_PUPS_QIPAPOMS says institutional incentive-payment records in QIPA support inquiries about completed SSA-L4020 notices.2026-04-144R89_REL038PROC_PUPS_IP_RECOUPtracked_inAPP_DMT_DM_TRACKINGThe Administrative Debt Management Team records the institution in its DM system and tracks 30/60/95-day recovery actions.2026-04-144Do not equate this generic DM-system label with DMS absent evidence.R89_REL039FORM_SSA_L4020uses_payment_notice_fromAPP_ORSPOMS says the original institutional incentive-payment notice in ORS supplies recoupment fill-in information.2026-04-145R89_REL040ORG_SSA_OCACTpublishesDATA_OACT_SOLVENCY_PROVISIONSOACT maintains the public Long Range Solvency Provisions collection.2026-10-075R89_REL041DATA_OACT_SOLVENCY_PROVISIONSuses_assumption_basis_fromREPORT_TRUSTEES_2026OACT states it is working to update the provision collection to a 2026 Trustees Report basis.2026-10-075Current summary listing remains on a 2025 Trustees Report basis; transition is incomplete.R89_REL042FORM_SSA1199_FAMILYinitiatesPROC_IDDSSA-1199 country forms are used to enroll qualifying Title II beneficiaries in International Direct Deposit.2026-10-075R89_REL043FORM_SSA1199_FAMILYsubmitted_toORG_SSA_FBUCompleted SSA-1199 country forms are mailed to the appropriate Federal Benefits Unit identified on the form.2026-10-075R89_REL044APP_VAMSassignsDATA_VAMS_VANCurrent catalog metadata says every account in VAMS is issued a unique Verification Account Number.2026-09-295R89_REL045APP_EVSuses_account_identifierDATA_VAMS_VANEVS requests use Verification Account Numbers as account identifiers under the VAMS account-control model.2026-09-295R89_REL046PROJ_YTEDdocumented_inUI_CCE_ROCField technicians document YTED participation and start date in a CCE DROC.2026-02-065R89_REL047PROJ_YTEDcoded_onDATA_SSI_YTED_CGEvery YTED participant requires a YTED MMYY Case Characteristics code.2026-02-065R89_REL048DATA_SSI_YTED_CGstored_onSYS_SSRCurrent POMS directs staff to update the YTED Case Characteristics code on the SSR Special Message page.2026-02-065R90_REL001APP_ESPFsends_protective_filing_requests_toAPP_ELASUpon submission, eSPF information was sent to eLAS to create a protective filing record for further action.2024-11-215R90_REL002APP_ESPFcreates_work_controlWORK_ESPF_ONLPFLAll eSPF requests in eLAS were identified by Employee Name and Unit Code ONLPFL.2024-11-215R90_REL003WORK_ESPF_ONLPFLidentified_inAPP_ELASONLPFL identifies the historical eSPF request in the eLAS listing/unit-code context.2024-11-215R90_REL004WORK_ESPF_ONLPFLdisplayed_inAPP_WACWAC imported eLAS workloads and displayed eSPF requests under unit ONLPFL; from Dec. 2023 it also displayed first- and third-party eSPF submissions.2024-11-215R90_REL005WORK_ESPF_ONLPFLdisplayed_onAPP_VIPRAn appointment originated from eSPF when ONLPFL appeared on the VIPr Appointment Board or eLAS unit code.2024-11-215R90_REL006FUNC_ELAS_VERIFY_PIstores_verified_espf_person_data_inAPP_PERSON_INFOHistorical eSPF workflow: after staff verified identity, Verify PI propagated eSPF information for review; Save stored the verified information to PI and receipted the UNVER issue.2024-11-215R90_REL007APP_ELASpropagates_verified_espf_contact_data_toAPP_VIPRHistorical eSPF workflow: all verified eLAS address, telephone number and language-preference information propagated to VIPr.2024-11-215This does not establish automatic updating of MBR, SSR or Numident.R90_REL008APP_ESSappointments_viewable_inAPP_VIPR2025 appointment-focused-service instructions say technicians and managers may find existing ESS appointments in VIPr, ESS or WAC.2025-08-055R90_REL009APP_VIPRhas_management_information_assetDB_VIPR_MISSA separately catalogs VIPr Management Information containing detailed visitor/customer-relationship information related to VIPR and CHIP.2026-09-295R90_REL010APP_VIPRsupports_manual_same_day_and_future_schedulingAPP_ESSWhen no ESS appointments are available, field-office staff may use VIPr Add Appointment for same-day or future appointments in their own office.2025-08-055This relationship reflects scheduling fallback/coexistence, not proof that VIPr writes to the ESS data store.R90_REL011APP_ECOhas_processPROC_ECO_UNDELIVERABLECurrent Title II and Title XVI policy documents a specialized returned-undeliverable External Collections notice process within ECO.2026-10-055R90_REL012PROC_ECO_UNDELIVERABLEuses_primary_screenUI_ECO_TRUNPC7 ODO mailroom staff normally scan barcodes on undeliverable ECO notices using TRUN.2026-10-055R90_REL013PROC_ECO_UNDELIVERABLEuses_fallback_screenUI_ECO_TRRNTRRN is used when barcode scanning is not possible or notices are returned to another location.2026-10-055R90_REL014UI_ECO_TRUNposts_returned_notice_toDATA_ECO_MASTER_RECORDBarcode-scanned undeliverable ECO pre-offset notices are recorded on the ECO Master.2026-10-055R90_REL015UI_ECO_TRRNposts_returned_notice_toDATA_ECO_MASTER_RECORDManually input undeliverable ECO pre-offset notices are recorded on the ECO Master.2026-10-055R90_REL016APP_ECOuses_record_structureDATA_ECO_MASTER_RECORDCurrent public POMS repeatedly describes ECO Master / ECO Master File information used to control external-collection status and returned-mail handling.2026-10-055Exact physical identity with DB_ECO_DATA remains unresolved.R90_REL017APP_ECOprovides_queryQRY_ECO_MASTERCurrent POMS directs staff to use the ECO Master Query from the External Collection Operation menu.2022-08-225R90_REL018QRY_ECO_MASTERqueriesDATA_ECO_MASTER_RECORDECO Master Query is used to review AWG status, employer information and other ECO Master data.2022-08-225R90_REL019PROC_ECO_UNDELIVERABLEtriggers_address_reverification_fromSVC_AVCAfter an undeliverable pre-offset notice is recorded, ECO requests another debtor address from the Address Verification Contractor.2026-10-055R90_REL020PROC_ECO_UNDELIVERABLEcan_remove_existing_referral_fromSVC_TOPIf a debt was already referred, undeliverable pre-offset processing sends an update to Treasury to remove the debt from TOP.2026-10-055R90_REL021PROC_AWGuses_returned_mail_transactionsWORK_ECO_AWG_RETURN_TXCentral scanning of returned AWG employer mail posts transaction 7001 for the employer package and 7005 for specified garnishment notices.2022-08-225R90_REL022WORK_ECO_AWG_RETURN_TXposted_toAPP_ECOThe 7001/7005 undeliverable-employer-mail transactions are posted to ECO for follow-up processing.2022-08-225R90_REL023APP_ECOchecks_employer_address_inDATA_ECO_MASTER_RECORDFor returned AWG mail, ECO checks the ECO Master File for a more recent employer address.2022-08-225R90_REL024APP_ECOchecks_employer_address_inDB_EIFFor returned AWG mail, ECO also checks the Employer Identification File for a more recent employer address.2022-08-225R90_REL025APP_ECOautomatically_resends_awg_mail_forPROC_AWGWhen ECO finds a newer employer address in ECO Master or EIF, it automatically resends the applicable AWG mail to the updated address.2022-08-225R90_REL026APP_ECOgeneratesALERT_ECO_AWG_UNDELIVIf returned AWG mail cannot be resolved automatically, ECO generates documented undeliverable AWG alerts.2022-08-225R90_REL027ALERT_ECO_AWG_UNDELIVcontrolled_inAPP_PCACSThe documented ECO-AWG undeliverable alerts are sent to the Debt Management Section through PCACS.2022-08-225R90_REL028PROC_DQR_QUALITY_REVIEWproducesFORM_SSA93SSI quality review uses the SSA-93 Quality Review Feedback Report to convey findings and required field-office action.2025-08-115R90_REL029PROC_DQR_QUALITY_REVIEWsends_case_data_toAPP_SSA93_QR_WEBQuality Review sends interim/final SSA-93 case data to the SSA-93 Quality Review website for tracking and field-office response.2025-08-115R90_REL030APP_SSA93_QR_WEBprovides_access_toFORM_SSA93Current policy says a copy of the SSA-93 is available from the SSA-93 Quality Review website.2025-08-115R90_REL031PROC_DQR_QUALITY_REVIEWstores_supporting_evidence_inREPO_NDREDQuality Review uses Evidence Portal to scan supporting evidence into NDRed.2025-08-115R90_REL032DATA_QR_REVDOC93labels_documents_inREPO_NDREDQR names supporting documents scanned to NDRed REVDOC 93 to distinguish them from field-office documents.2025-08-115R90_REL033APP_SSA93_QR_WEBnotifies_completion_toPROC_DQR_QUALITY_REVIEWAfter the field office records completed action, the website sends an email notification to Quality Review and marks the case complete.2025-08-115R90_REL034ORG_SSA_OAGawardedCONTRACT_KIOWARE_2026Federal-award mirror data identifies SSA Office of Acquisition and Grants as the awarding office for purchase order 28321326P00050062.2026-09-094Primary award records were not machine-resolved during this run; secondary federal-award mirrors were used and confidence reduced.R90_REL035ORG_DYNATOUCHprime_recipient_ofCONTRACT_KIOWARE_2026Dynatouch Corporation is identified as the recipient of the SSA KioWare maintenance purchase order.2026-09-094R90_REL036CONTRACT_KIOWARE_2026procures_maintenance_forSW_KIOWAREPurchase order 28321326P00050062 is for renewal/maintenance of KioWare.2026-09-094R90_REL037CONTRACT_KIOWARE_2026supportsAPP_VIPRThe procurement description states KioWare supports the Visitor Intake Process Rewrite kiosk project used by visitors at SSA field offices.2026-09-094R90_REL038SW_KIOWAREsupports_kiosk_environment_forAPP_VIPRProcurement records describe KioWare as a secure kiosk shell with centralized management/monitoring supporting VIPr kiosks.2026-09-094Product role is established by procurement evidence, not vendor marketing.R90_REL039REPORT_STAT_SUPP_2026contains_sectionDATA_STAT_SUPP_5L_2026The 2026 Annual Statistical Supplement contains section 5.L on OASDI beneficiaries with representative payees.2026-10-075R90_REL040SYS_MBRsource_for_publicationDATA_STAT_SUPP_5L_2026Section 5.L identifies the Master Beneficiary Record as its 100-percent data source.2026-10-075R90_REL041REPORT_STAT_SUPP_2026contains_sectionDATA_STAT_SUPP_7E_2026The 2026 Annual Statistical Supplement contains section 7.E on SSI recipient characteristics.2026-10-075R90_REL042SYS_SSRsource_for_publicationDATA_STAT_SUPP_7E_2026Section 7.E identifies the Supplemental Security Record as its 100-percent data source.2026-10-075R90_REL043ORG_SSA_OCACTpublishesDATA_OACT_PRIMARY_BEN_AGE_SEX_2026OACT publishes the June 30, 2026 primary-beneficiary age/sex product.2026-06-305R90_REL044ORG_SSA_OCACTpublishesDATA_OACT_TR2026_COLA_AWI_ESTOACT publishes the future COLA and AWI estimate table under the 2026 Trustees Report assumptions.2026-10-075R90_REL045REPORT_TRUSTEES_2026provides_intermediate_assumption_basis_forDATA_OACT_TR2026_COLA_AWI_ESTThe COLA and AWI estimates are explicitly derived from the intermediate assumptions in the 2026 Trustees Report.2026-10-075R91_REL001FORM_SSA781submitted_viaAPP_UPLOAD_DOCUMENTSCurrent Forms catalog Submit Online link resolves to shared Upload Documents route target=781.2026-10-075R91_REL002FORM_SSA2490submitted_viaAPP_UPLOAD_DOCUMENTSCurrent Forms catalog Submit Online link resolves to shared Upload Documents route target=2490.2026-10-075R91_REL003FORM_SSA711requests_record_associated_withFORM_SS5SSA recommends SSA-711 to request a deceased person’s SS-5; form is not mandatory.2026-10-075R91_REL004FORM_SSA711requests_record_fromSYS_NUMIDENTSSA FOIA page prices and supports deceased-person Numident record requests in the same SSA-711/PAL record-access workflow.2026-10-075R91_REL005FORM_SSA711alternative_submission_channel_toAPP_FOIAXPRESS_PALSSA allows online PAL submission or mailed SSA-711 for deceased-person record requests.2026-10-075R91_REL006FORM_SSA714supports_payment_forFORM_SSA711SSA directs requesters paying by credit card with mailed record requests to use SSA-714.2026-10-075R91_REL007EX_VA_VAPTreceives_fromORG_VAVA identifies VAPT compensation recipients and provides SSA weekly information via automated data exchange.2026-10-075R91_REL008EX_VA_VAPTverifies_identity_againstSYS_NUMIDENTSSA verifies VA-supplied SSN, name, date of birth, sex and related identity data against Numident.2026-10-075R91_REL009EX_VA_VAPTstores_verified_identifier_inDATA_PERSON_VAPT_SEGMENTSSA stores only the SSN of verified VAPT disability-compensation recipients in PERSON/ICDB.2026-10-075R91_REL010DATA_PERSON_VAPT_SEGMENTis_component_ofSYS_ICDBPOMS calls ICDB also known as PERSON and identifies a PERSON VAPT segment in the workflow.2026-10-075R91_REL011DATA_PERSON_VAPT_SEGMENTis_person_attribute_structure_inDB_PERSON_STORECurrent VAPT POMS uses PERSON nomenclature for the person-centric store; exact physical equivalence of DB_PERSON_STORE, PI/PERSON and ICDB remains unresolved.2026-10-074R91_REL012DATA_PERSON_VAPT_SEGMENTtriggersWORK_ELAS_VAPT_ALERTA claimant match can cause the eLAS time-sensitive VAPT scheduling alert.2026-10-075R91_REL013WORK_ELAS_VAPT_ALERTsurfaced_inAPP_ELASeLAS generates the VAPT time-sensitive case alert.2026-10-075R91_REL014DATA_PERSON_VAPT_SEGMENTtriggersDATA_CSRQ_VAPT_ALERTA matched VAPT claimant can receive the customer-service expedited-procedures alert.2026-10-075R91_REL015DATA_CSRQ_VAPT_ALERTgenerated_byAPP_CSRQCurrent POMS names Customer Service Record Query as the source of the VAPT expedited-procedures alert.2026-10-075R91_REL016DATA_CSRQ_VAPT_ALERTsurfaced_inAPP_VIPRCSRQ/CSQR VAPT alert appears in VIPr.2026-10-075R91_REL017DATA_CSRQ_VAPT_ALERTsurfaced_inAPP_CICS_CUSTOMER_INFOCSRQ/CSQR VAPT alert appears in the Customer Information Control System.2026-10-075R91_REL018DATA_PERSON_VAPT_SEGMENTtriggersWORK_MCS_VAPT_ISSUEMatched VAPT status causes MCS ISSUE 100% PT and a DW01 remark.2026-10-075R91_REL019WORK_MCS_VAPT_ISSUEmaintained_inAPP_MCSMCS adds the VAPT issue and DW01 remark.2026-10-075R91_REL020DATA_PERSON_VAPT_SEGMENTtriggersFLAG_EDCS_VAPT38During case creation, an SSN present in PERSON VAPT causes EDCS to automatically attach the VAPT flag.2026-10-075R91_REL021FLAG_EDCS_VAPT38maintained_inAPP_EDCSEDCS Flag #38 marks VAPT disability cases.2026-10-075R91_REL022DATA_PERSON_VAPT_SEGMENTtriggersDATA_CPMS_VPATPOMS describes a CPMS VPAT case characteristic; relationship is time-scoped because CPMS is retired.2026-10-074Current POMS retains historical CPMS reference; do not treat as proof of current production CPMS.R91_REL023DATA_CPMS_VPATmaintained_inAPP_CPMSCPMS held the VPAT characteristic before its documented retirement.2026-10-074Historical parent application.R91_REL024DATA_PERSON_VAPT_SEGMENTtriggersDATA_ARPS_VPATMatched VAPT status causes ARPS to add VPAT case characteristic.2026-10-075R91_REL025DATA_ARPS_VPATmaintained_inAPP_ARPSARPS holds VAPT VPAT case characteristic.2026-10-075R91_REL026PROC_VAPT_PRIORITYuses_verification_fromEX_VA_VAPTDDS policy says the SSA/VA exchange is sufficient 100% VAPT verification.2026-10-075R91_REL027PROC_VAPT_PRIORITYuses_case_flagFLAG_EDCS_VAPT38VAPT cases are flagged and given priority through case development and adjudication.2026-10-075R91_REL028DATA_ENUM_ACCURACYmeasuresEX_EABOpen Data description says enumeration accuracy review covers Enumeration at Birth actions.2026-10-075R91_REL029DATA_ENUM_ACCURACYmeasuresEX_EAEOpen Data description says enumeration accuracy review covers Enumeration at Entry actions.2026-10-075R91_REL030DATA_ENUM_ACCURACYmeasuresAPP_SSNAPOpen Data description includes in-person/local-office and card-center enumeration actions; mapped to the established SSNAP enumeration gateway without inferring historical backend details.2026-10-074R91_REL031DATA_STAT_SUPP_6A_2026derived_fromSYS_MBRPublished section explicitly identifies Master Beneficiary Record as its source.2026-10-075R91_REL032DATA_STAT_SUPP_6A_2026part_of_publicationREPORT_STAT_SUPP_2026Section is part of the 2026 Annual Statistical Supplement.2026-10-075R91_REL033DATA_STAT_SUPP_6B_2026derived_fromSYS_MBRPublished section explicitly identifies Master Beneficiary Record as its source.2026-10-075R91_REL034DATA_STAT_SUPP_6B_2026part_of_publicationREPORT_STAT_SUPP_2026Section is part of the 2026 Annual Statistical Supplement.2026-10-075R91_REL035DATA_STAT_SUPP_6C_2026derived_fromSYS_MBRPublished section explicitly identifies Master Beneficiary Record as its source.2026-10-075R91_REL036DATA_STAT_SUPP_6C_2026part_of_publicationREPORT_STAT_SUPP_2026Section is part of the 2026 Annual Statistical Supplement.2026-10-075R91_REL037DATA_STAT_SUPP_6D_2026derived_fromSYS_MBRPublished section explicitly identifies Master Beneficiary Record as its source.2026-10-075R91_REL038DATA_STAT_SUPP_6D_2026part_of_publicationREPORT_STAT_SUPP_2026Section is part of the 2026 Annual Statistical Supplement.2026-10-075R91_REL039DATA_STAT_SUPP_7A_2026derived_fromSYS_SSRPublished section explicitly identifies Supplemental Security Record as its source.2026-10-075R91_REL040DATA_STAT_SUPP_7A_2026part_of_publicationREPORT_STAT_SUPP_2026Section is part of the 2026 Annual Statistical Supplement.2026-10-075R92_REL001SVC_TREASURY_LOCKBOXusesDB_TREASURY_CIRSSA uses Treasury CIR to view/download settled transaction information for programmatic remittances processed through Treasury collection systems.2026-10-075R92_REL002ORG_US_BANKproducesDATA_LOCKBOX_IRNU.S. Bank generates an Individual Reference Number for lockbox remittances in the daily file.2026-10-075R92_REL003DATA_LOCKBOX_IRNprovided_toDB_TREASURY_CIRThe lockbox IRN is sent to Treasury CIR as the unique remittance reference.2026-10-075R92_REL004DATA_LOCKBOX_IRNposted_toUI_DMS_REQDThe LCK-prefixed final eight digits of the IRN appear in the Receipt Number field of the DMS REQD screen.2026-10-075R92_REL005UI_DMS_REQDscreen_ofAPP_DMSREQD is a Debt Management System screen.2026-10-075R92_REL006DB_TSMIsupportsAPP_VOIP_STATION_MANAGERTSMI provides configuration, management, maintenance procedures, management information, and voice-message reporting for VoIP Station Manager.2026-06-304Evidence is a catalog record last updated in 2018; current production status is unresolved.R92_REL007PROC_PDASexchanges_withORG_USPSPDAS coordinators exchange missing-check information with designated USPS representatives until checks are located or classified.2026-10-075R92_REL008PROC_CO_MASS_LOSS_REPLACEMENTposted_toAPP_SSALERTSMass-loss information and central-office replacement instructions are posted on SSAlerts for operational offices.2026-10-075R92_REL009APP_SSALERTSaccessed_viaAPP_COMMUNICATIONS_CENTRALCurrent POMS says specific mass-loss information is posted on SSAlerts via Communications Central.2026-10-075Relationship captures documented publication path without inferring hosting topology.R92_REL010PROC_CO_MASS_LOSS_REPLACEMENTproducesDATA_MASS_LOSS_SPECIAL_NONRECEIPT_FILECentral-office systems replacement uses a special nonreceipt payment file to handle mass-loss cases at scale.2026-10-075R92_REL011DATA_MASS_LOSS_SPECIAL_NONRECEIPT_FILEprovided_toORG_TREASURYTreasury uses the special mass-loss file to create and issue replacement checks without separate field input.2026-10-075R92_REL012UI_SSI_UPERsupportsPROC_PDASUPER supports specified Title XVI operational mass-loss nonreceipt inputs when SSAlerts directs field/TSC action.2026-10-075UPER is not used for ordinary delay-in-delivery situations.R92_REL013DOC_SSI_UNDELIVERABLE_COVER_LETTERused_byPROC_T16_UNDELIV_ADDRESSWhen locate efforts succeed, specified SSI notices with appeal rights are re-mailed under the Undeliverable Cover Letter.2026-10-075R92_REL014SYS_MBRsource_records_forDATA_STAT_SUPP_5A_2026The 2026 Statistical Supplement 5.A tables identify the Master Beneficiary Record as their administrative source, generally using 100-percent data.2026-10-075R92_REL015UI_ERPS_PAYMENT_LEGENDscreen_ofAPP_ERPSPayment Legend is an eRPS screen used in representative-payee setup and naming rules.2026-10-075R92_REL016UI_ERPS_ORG_BASIC_INFOscreen_ofAPP_ERPSRep Payee Organization Basic Info is an eRPS screen for organizational payee information.2026-10-075R93_REL001APP_SSNAPhas_screenUI_SSNAP_ADDITIONAL_INFOCurrent POMS identifies Additional Info as an SSNAP screen used for replacement-card count and card-suppression functions.2026-10-075R93_REL002UI_SSNAP_ADDITIONAL_INFOdisplaysDATA_SSNAP_REPLACEMENT_CARD_COUNTThe Replacement Card Count is displayed on the SSNAP Additional Info screen.2026-10-075R93_REL003APP_SSNAPtracks_or_exposesDATA_SSNAP_REPLACEMENT_CARD_COUNTPOMS states the enumeration system tracks replacement cards and SSNAP exposes the count used to adjudicate limits.2026-10-075R93_REL004APP_SSNAPhas_screenUI_SSNAP_SUMMARYCurrent Numident-change policy directs staff to use the SSNAP Summary screen Remarks field.2026-10-075R93_REL005UI_SSNAP_SUMMARYdocuments_supporting_evidence_forSYS_NUMIDENTSSNAP Summary Remarks lists evidence documents supporting a Numident change if not otherwise captured in SSNAP.2026-10-075R93_REL006APP_SSNAPuses_noticeFORM_SSA_L676Current SSN processing policy directs use of SSA-L676 when SSA cannot process specified SSN/card requests for lack of required work authorization or valid nonwork basis/evidence.2026-10-075R93_REL007APP_SSNAPhas_screenUI_SSNAP_PROOF_LEGAL_ALIENCurrent policy names the Proof of Legal Alien Status screen in SSNAP for documenting specified nonwork SSN requests.2026-10-075R93_REL008EX_EBEcan_create_pending_statusWORK_EBE_INVESTIGATEAn EBE record that generates EM3 is not automatically completed and remains pending in SSNAP as Investigate.2026-10-075R93_REL009DATA_ENUM_FEEDBACK_EM3triggersWORK_EBE_INVESTIGATECurrent EBE POMS states an Investigate application generated Enumeration Feedback Message 3.2026-10-075R93_REL010WORK_EBE_INVESTIGATElisted_onREPORT_ENUM_MI_LISTINGCurrent EBE POMS states Investigate applications are listed on the Enumeration MI listing.2026-10-075R93_REL011WORK_EBE_INVESTIGATEremains_pending_inAPP_SSNAPUnprocessed EBE Investigate records remain pending in SSNAP for up to 365 days absent required applicant evidence.2026-10-075R93_REL012EX_EBEcan_create_pending_statusWORK_EBE_NOT_COMPLETEDAn EBE application with errors or missing required information is left pending as Not Completed.2026-10-075R93_REL013WORK_EBE_NOT_COMPLETEDremains_pending_inAPP_SSNAPUnprocessed EBE Not Completed records remain pending in SSNAP for up to 365 days absent required applicant evidence.2026-10-075R93_REL014QRY_SSIDexposesDATA_SSID_DIAR_SEGMENTCurrent POMS describes the DIAR segment of the SSID as holding diary maturity data.2026-10-075R93_REL015QRY_SSIDexposesDATA_SSID_CRZD_SEGMENTCurrent POMS identifies CRZD selection indicators in the SSID for multiple RZ/LI workload categories.2026-10-075R93_REL016QRY_SSIDexposesDATA_SSID_REPY_SEGMENTCurrent POMS directs staff to review the REPY segment of the pre-RZ SSID for representative-payee suitability and accounting indicators.2026-10-075R93_REL017PORTAL_DEEMING_LISTINGShostsDATA_MANUAL_DEEMING_LISTThe Deeming Listings Page provides online read-only access to the annual manual deeming list.2026-10-075R93_REL018DATA_MANUAL_DEEMING_LISTnot_control_linked_toPORTAL_SUMS_MCAS_MI_CENTRALCurrent POMS explicitly states manual-deeming-list cases are not controlled by SUMS/MCAS MI Central.2026-10-075R93_REL019DATA_MANUAL_DEEMING_LISTdoes_not_generate_diary_inSYS_SSRCurrent POMS explicitly states there is no SSR diary identifying cases on the annual manual-deeming list.2026-10-075R93_REL020ORG_STATE_DMVprovides_or_originatesDATA_STATE_VEHICLE_TITLE_REGState vehicle-title and registration sources are used for conditional verification of suspected unreported vehicle ownership.2026-10-075R93_REL021PROC_SSI_VEHICLE_RESOURCE_VERIFYuses_for_conditional_verificationDATA_STATE_VEHICLE_TITLE_REGIf staff suspect an unreported vehicle, they may verify State vehicle title and registration information from third parties.2026-10-075R93_REL022PROC_SSI_VEHICLE_RESOURCE_VERIFYuses_for_fair_market_valueSVC_JD_POWER_VALUESSSA policy requires fair-market-value verification for multiple vehicles; the existing Atlas records J.D. Power Values Online as the current subscription valuation service.2026-10-075R93_REL023WORK_WCPDB_RIB_ALERTinitiates_review_forPROC_WCPDB_HIGHER_RIB_NOTICEThe one-time alert prompts employees to compare retirement and disability benefit amounts and determine whether notification is required.2026-10-075R93_REL024PROC_WCPDB_HIGHER_RIB_NOTICEdocuments_decision_inAPP_EVIDCurrent policy requires employees to document the beneficiary discussion and reason for not filing on the Evidence screen in SSA shared processes.2026-10-075R94_REL001ORG_ORSISperformsPROC_MASS_COA_USPSLive POMS identifies ORSIS as the organization performing automated master-file updates for mass USPS address changes.2026-10-074Organization name/status should be revalidated because the underlying transmittal is legacy.R94_REL002PROC_MASS_COA_USPSusesAPP_ZIP4_SOFTWAREMass change processing runs affected MBR/SSR records through ZIP+4 software to determine corrected ZIP data.2026-10-075R94_REL003PROC_MASS_COA_USPSupdatesDATA_USPS_ZIP_TABLESMass postal change processing updates ZIP tables used for front-end validation.2026-10-074R94_REL004PROC_MASS_COA_USPSgeneratesWORK_SSI_Z7_DIARYPOMS says a Z7 alert/diary is generated for Title XVI when ZIP+4 cannot determine the correct ZIP or ZIP+4.2026-10-074R94_REL005WORK_SSI_Z7_DIARYflags_address_problem_onSYS_SSRThe Z7 work control is generated for affected Title XVI records during mass postal address correction.2026-10-074Logical work-control relationship; no physical diary table inferred.R94_REL006APP_EVIEWhas_screenUI_EVIEW_CASE_SELECTIONCurrent eView POMS identifies the Case Selection screen used to search and select electronic disability cases.2026-10-075R94_REL007UI_EVIEW_CASE_SELECTIONsearches_byDATA_EDCS_FOLDER_NUMBERUsers can search eView directly by the unique EDCS Folder Number.2026-10-075R94_REL008APP_EDCSassignsDATA_EDCS_FOLDER_NUMBERPOMS states the Field Office creates the EDCS case and a unique folder number is assigned.2026-10-075R94_REL009UI_EVIEW_CASE_SELECTIONdisplaysDATA_EVIEW_CEF_INDICATORThe case-selection results show a Y/N certified electronic folder indicator.2026-10-075R94_REL010UI_EVIEW_CASE_SELECTIONdisplaysDATA_EVIEW_CASE_STATUSThe case-selection results expose electronic-folder status including Closed, Pending, Transferred, and Manually Cleared.2026-10-075R94_REL011UI_EVIEW_CASE_SELECTIONderives_title_ii_filing_date_fromAPP_MCSFor Title II, the displayed filing date is derived from MCS, including the protective filing date on FDDS for initial claims.2026-10-075R94_REL012UI_EVIEW_CASE_SELECTIONopensUI_EVIEW_ALERTS_MESSAGESSelecting a matching case normally displays the Alerts & Messages tab.2026-10-075R94_REL013APP_EVIEWhas_screenUI_EVIEW_CASE_PROCESS_VIEWCurrent eView overview names the Disability Case Process (View Mode) screen as the selected-case view.2026-10-075R94_REL014UI_EVIEW_CASE_PROCESS_VIEWcontains_tabUI_EVIEW_ALERTS_MESSAGESeView overview identifies Alerts & Messages as a tab on the case view.2026-10-075R94_REL015UI_EVIEW_CASE_PROCESS_VIEWcontains_tabDATA_EVIEW_CASE_DATAeView overview identifies Case Data as a tab on the case view.2026-10-075R94_REL016UI_EVIEW_CASE_PROCESS_VIEWcontains_tabUI_EVIEW_CASE_DOCUMENTSeView overview identifies Case Documents as a tab on the case view.2026-10-075R94_REL017UI_EVIEW_CASE_PROCESS_VIEWcontains_tabUI_EVIEW_STATUS_HISTORYeView overview identifies Status/History as a tab on the case view.2026-10-075R94_REL018UI_EVIEW_CASE_PROCESS_VIEWcontains_tabUI_EVIEW_EXHIBIT_LISTeView overview identifies Exhibit List as a tab when one exists, with OHO/OAO functionality.2026-10-075R94_REL019WORK_SSI_SB_DIARYcontrolled_byDB_SSI_PE_ODSCurrent POMS instructs staff to identify records with SB diaries by accessing PE ODS and says the SB alert is controlled by PE ODS.2026-10-075R94_REL020WORK_SSI_SB_DIARYassociated_withALERT_SSI_SAVINGS_SECURITYThe SB diary is the work control associated with the savings-security interface alert.2026-10-075R94_REL021EX_CMA1038_BFS_SAVINGScreates_work_forWORK_SSI_SB_DIARYThe twice-yearly savings-security match produces the SB work-control population handled through PE ODS.2026-10-075R94_REL022FORM_SSA562U3used_to_request_verification_fromORG_BFSPOMS instructs staff to use SSA-562-U3 through the designated SSA office to request BFS savings-security ownership verification.2026-10-075R94_REL023APP_ERPSstores_note_typeDATA_ERPS_BENE_CAPABILITY_NOTECurrent POMS requires the Bene Capability Determination note type to document capability decisions in eRPS.2026-10-075R94_REL024DATA_ERPS_BENE_CAPABILITY_NOTEdisplayed_onUI_ERPS_BENE_DETAILSCompleted capability determinations are viewable in Beneficiary Details notes.2026-10-075R94_REL025APP_ERPChas_screenUI_ERPC_WORKLOAD_MGMTPOMS identifies a Workload Management screen in the RPC tool.2026-10-075R94_REL026APP_ERPChas_screenUI_ERPC_WORKLOAD_SUMMARYPOMS identifies a Workload Summary screen in the RPC tool.2026-10-075R94_REL027UI_ERPC_WORKLOAD_SUMMARYsupports_case_review_inAPP_EVIEWAuthorized managers use Workload Summary access to review pending RPC cases in eView.2026-10-075R94_REL028APP_ERPCprovidesDASH_ERPC_MIPOMS identifies Management Information Dashboards within the RPC tool.2026-10-075R94_REL029APP_ERPCprovidesQRY_ERPC_SEARCHPOMS identifies Search Data and Text Search capabilities for RPC case and narrative analysis.2026-10-075R94_REL030PROC_SSIDPPuses_termination_statusDATA_SSI_PS_T20Duplicate-payment cases with payment made are terminated using T20 on the incorrect record.2026-10-075R94_REL031PROC_SSIDPPuses_termination_statusDATA_SSI_PS_T50Duplicate/no-payment cases use T50 to prevent duplicate payment issuance.2026-10-075R94_REL032DATA_SSI_PS_T20status_onSYS_SSRT20 is a Title XVI payment-status code applied to the incorrect duplicate SSI record.2026-10-075R94_REL033DATA_SSI_PS_T50status_onSYS_SSRT50 is a Title XVI payment-status code applied to the incorrect duplicate SSI record.2026-10-075R94_REL034PROC_SSIDPPmay_requirePROC_MSSICS_MANCLRIf a duplicate no-payment record has an unarchived MSSICS pending file, staff clear it with MANCLR before T50.2026-10-075R94_REL035PROC_MSSICS_MANCLRoperates_onAPP_MSSICSPOMS explicitly names MANCLR MSSICS as the manual process used to clear the pending file.2026-10-075R94_REL036PROC_REP_TRAVEL_EFTaccepts_enrollment_formFORM_SF3881SSA permits representatives to submit SF 3881 to establish direct deposit for travel reimbursement.2026-10-075R94_REL037PROC_REP_TRAVEL_EFTaccepts_identifierDATA_UNIQUE_ENTITY_IDENTIFIERSSA permits representatives to include an assigned UEI when submitting a travel reimbursement request.2026-10-075R94_REL038DATA_UNIQUE_ENTITY_IDENTIFIERobtained_fromSVC_SAM_GOVSSA guidance directs representatives to obtain the UEI through SAM.gov.2026-10-075R94_REL039APP_ERPShas_screenUI_ERPS_LEGAL_GUARDIAN_DETAILSCurrent capability-development POMS references the eRPS Legal Guardian Details screen for guardian information.2026-10-075R94_REL040APP_ERPSuses_work_controlWORK_ERPS_CRTORCurrent POMS directs staff to diary eRPS for 10 calendar days with CRTOR when awaiting a required court order.2026-10-075R94_REL041WORK_ERPS_CRTORtracks_receipt_ofDATA_REP_PAYEE_LEGAL_INCOMP_EVIDENCECRTOR follows up for the court order supporting legal incompetence/guardian evidence.2026-10-075R95_REL001PROC_SSI_TRUMP_ACCOUNT_DEVELOPMENTdevelops_resourceDATA_TRUMP_ACCOUNT_RESOURCECurrent POMS establishes the Trump Account as the resource being documented and redeveloped for SSI purposes.2026-10-075R95_REL002PROC_SSI_TRUMP_ACCOUNT_DEVELOPMENTdocuments_onUI_SSI_OTHER_RESOURCESCurrent POMS directs staff to record Trump Account information on the Other Resources page.2026-10-075R95_REL003PROC_SSI_TRUMP_ACCOUNT_DEVELOPMENTschedules_followup_withWORK_SSI_RT_DIARYCurrent POMS requires RT diaries for age-17 and age-18 Trump Account/ABLE development.2026-10-075R95_REL004WORK_SSI_RT_DIARYmaintained_viaUI_SSI_UDIACurrent POMS directs staff to manually post the RT diary on the UDIA screen.2026-10-075R95_REL005UI_SSI_UMENnavigates_toUI_SSI_UDIACurrent POMS says select Diaries from UMEN and post the diary on UDIA.2026-10-075R95_REL006UI_SSI_UMENpart_ofIFACE_SSI_DIRECT_SSRUMEN is explicitly named the Direct SSR Update Menu in current POMS.2026-10-075R95_REL007PROC_SSI_TRUMP_ACCOUNT_DEVELOPMENTstores_evidence_viaAPP_EPAt ages 16/17 and post-growth development, account statements and related evidence are stored through Evidence Portal.2026-10-075R95_REL008DATA_TA_ABLE_ROLLOVERconverts_resource_fromDATA_TRUMP_ACCOUNT_RESOURCECurrent policy treats the trustee-to-trustee TA-to-ABLE rollover as a resource-form conversion during the permitted age-17 period.2026-10-075R95_REL009DATA_TA_ABLE_ROLLOVERconverts_resource_toDATA_SSI_ABLE_ACCOUNTCurrent POMS directs staff to update the ABLE account page/data after a completed rollover.2026-10-075R95_REL010PROC_EAB_TRUMP_ACCOUNT_ENROLLMENTuses_identity_lifecycle_gatewayEX_EABSSA announced use of the Enumeration at Birth process to assist parents with newborn Trump Account enrollment.2026-10-075R95_REL011PROC_EAB_TRUMP_ACCOUNT_ENROLLMENTrequires_valid_ssnSYS_NUMIDENTSSA states eligible children need a valid Social Security number; no Numident write beyond ordinary enumeration is inferred.2026-10-075R95_REL012NOTICE_EDCORdirects_employer_toPLAT_BSOEDCOR notices historically directed employers to BSO; current employer guidance now relies on BSO tools instead of mailed EDCOR notices.2026-10-075R95_REL013SVC_BSO_NAME_SSN_ERRORSpart_ofPLAT_BSOCurrent SSA employer guidance lists View Wage Report Name/SSN Errors as a BSO service.2026-10-075R95_REL014PROC_DECOR_NO_MATCH_MAILINGhistorically_generatedFORM_SSA_L3365_C1Current POMS identifies SSA-L3365-C1 as a suspended DECOR letter to employees.2026-10-075R95_REL015PROC_DECOR_NO_MATCH_MAILINGhistorically_generatedFORM_SSA_L2765_C1Current POMS identifies SSA-L2765-C1 as a suspended DECOR letter to self-employed workers.2026-10-075R95_REL016PROC_DECOR_NO_MATCH_MAILINGhistorically_generatedFORM_SSA_L4002_C1Current POMS identifies SSA-L4002-C1 as a suspended DECOR letter to employers.2026-10-075R95_REL017FORM_SSA_L3365_C1historically_used_addressDATA_DECOR_W2_EMPLOYEE_ADDRESSCurrent POMS says the employee address used for this DECOR letter was derived from Form W-2.2026-10-075R95_REL018FORM_SSA_L2765_C1historically_used_addressDATA_DECOR_IRS_SE_ADDRESSCurrent POMS says this DECOR letter used a self-employed worker address derived from IRS-provided data.2026-10-075R95_REL019DATA_DECOR_IRS_SE_ADDRESSderived_from_partner_dataORG_IRSCurrent POMS explicitly identifies Internal Revenue Service-provided data as the source of the self-employed worker mailing address.2026-10-075No automatic update to any SSA master address is documented.R95_REL020PROC_DECOR_NO_MATCH_MAILINGresponded_to_mismatch_workloadDB_ESFPOMS explains that unmatched wage reports are placed in ESF and no-match correspondence historically supported correction of those mismatches.2026-10-075R95_REL021SYS_MBRcontainsDATA_MBR_LAW_PRSCurrent POMS identifies the LAW PRS data line on MBR.2026-10-075R95_REL022DATA_MBR_LAW_PRScan_provide_prior_proof_forPROC_LAWFUL_PRESENCE_VERIFICATIONWhen PROOF is YES and the status is an allowed permanent/no-reverification condition, current policy permits the MBR LAW PRS line to establish previously proven lawful presence subject to conflict checks.2026-10-075R95_REL023SYS_NUMIDENTcontainsDATA_NUMIDENT_IDN_HCurrent lawful-presence policy refers to Numident IDN coding including IDN H.2026-10-075R95_REL024DATA_NUMIDENT_IDN_Hnot_acceptable_as_proof_forPROC_LAWFUL_PRESENCE_VERIFICATIONCurrent POMS explicitly states Numident coding is not acceptable evidence of lawful presence for the current claim.2026-10-075R95_REL025PROC_SVES_IDENTITY_VERIFICATIONpart_ofEX_SVESSSA data-exchange manual documents this identity-verification process as native SVES processing.2026-10-075R95_REL026PROC_SVES_IDENTITY_VERIFICATIONuses_functions_ofAPP_EVSSVES manual says SVES utilizes EVS functions for verification.2026-10-075R95_REL027PROC_SVES_IDENTITY_VERIFICATIONqueriesSYS_NUMIDENTSVES uses Numident as one of three core identity-verification databases.2026-10-075R95_REL028PROC_SVES_IDENTITY_VERIFICATIONqueriesSYS_MBRSVES uses MBR as one of three core identity-verification databases.2026-10-075R95_REL029PROC_SVES_IDENTITY_VERIFICATIONqueriesSYS_SSRSVES uses SSR as one of three core identity-verification databases.2026-10-075R95_REL030EX_SVESgathers_data_fromSYS_NUMIDENTCurrent SVES/SOLQ manual states SVES/SOLQ gathers target data from Numident, MBR, and SSR without changing the values returned.2026-10-075R95_REL031EX_SVESgathers_data_fromSYS_MBRCurrent SVES/SOLQ manual states SVES/SOLQ gathers target data from Numident, MBR, and SSR without changing the values returned.2026-10-075R95_REL032EX_SVESgathers_data_fromSYS_SSRCurrent SVES/SOLQ manual states SVES/SOLQ gathers target data from Numident, MBR, and SSR without changing the values returned.2026-10-075R96REL_AC_EDITION_1DATA_FDC_3469annual_edition_ofDATA_AC_RR_PUBLICThe FY-specific catalog asset is an annual Appeals Council Requests for Review publication within the already-mapped public collection.2026-10-074Relationship is semantic/publication lineage; no internal storage identity is inferred.R96REL_AC_EDITION_2DATA_FDC_3470annual_edition_ofDATA_AC_RR_PUBLICThe FY-specific catalog asset is an annual Appeals Council Requests for Review publication within the already-mapped public collection.2026-10-074Relationship is semantic/publication lineage; no internal storage identity is inferred.R96REL_AFI_001APP_E4641supportsPROC_AFI_GEOREQUESTe4641 provides the GeoRequest search function when financial account information is needed for defeat-the-purpose waiver development.2026-10-075R96REL_AFI_002PROC_AFI_GEOREQUESTuses_exchangeEX_AFI_FIGeoRequest searches are sent to participating financial institutions through the electronic AFI process; nonparticipating and foreign institutions require paper SSA-4641 development.2026-10-075R96REL_DEATH_001APP_DATSsupportsPROC_ERRONEOUS_DEATH_CORRECTIONDATS displays and tracks death alerts and provides the erroneous-report-of-death disposition when the alleged decedent is verified alive.2026-10-075R96REL_DEATH_002APP_DIPSparticipates_inPROC_ERRONEOUS_DEATH_CORRECTIONDIPS alerts are among the death-alert types resolved through the current DATS workflow.2026-10-075R96REL_DEATH_003PROC_ERRONEOUS_DEATH_CORRECTIONcorrects_when_inaccurateSYS_NUMIDENTIf the individual is alive and the payment record is correct but death remains on Numident, SSA removes the death from Numident under the prescribed correction procedures.2026-10-075R96REL_FORM_UPLOAD_01FORM_R96_HA501U5submitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target HA501.2026-10-075R96REL_FORM_UPLOAD_02FORM_R96_SSA4BKsubmitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target 4.2026-10-075R96REL_FORM_UPLOAD_03FORM_R96_SSA5BKsubmitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target 5.2026-10-075R96REL_FORM_UPLOAD_04FORM_R96_SSA7F6submitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target 7-F6.2026-10-075R96REL_FORM_UPLOAD_05FORM_R96_SSA21submitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target 21.2026-10-075R96REL_FORM_UPLOAD_06FORM_R96_SSA455OCRSMsubmitted_viaAPP_UPLOAD_DOCUMENTSThe current forms catalog routes the Submit Online action for this form into Upload Documents target 455.2026-10-075R96REL_KB_001WORK_SSI_KB_DIARYsubtype_ofWORK_SSI_CRITICAL_BDAYKB is one of the SSI critical birthday diaries and applies at age 18.2026-10-075R96REL_KB_002SYS_SSRholds_controlWORK_SSI_KB_DIARYCurrent policy describes KB and priority-select diary states on the Supplemental Security Record.2026-10-075R96REL_KB_003DB_SSI_PE_ODSselects_work_forWORK_SSI_KB_DIARYPE ODS selects records with a KB diary as profile-K scheduled redeterminations in the month of age 18.2026-10-075R96REL_KB_004WORK_SSI_KB_DIARYtriggers_processing_inAPP_SSI_CLAIMS_LOGICALCases in the SSI Claims system are redetermined there when the KB diary matures.2026-10-075R96REL_QR_001ORG_DIGITAL_SERVICES_ENGAGEMENTcreatesDATA_NOTICE_QR_CODESSA states all QR codes for agency notices are created by the Digital Services Engagement Team.2026-10-075R96REL_QR_002APP_DIGITAL_SERVICES_CONTROLcaptures_request_forDATA_NOTICE_QR_CODEDigital Services produces QR codes based on information submitted through the Digital Services Control System - Request QR code/link.2026-10-075R96REL_QR_003PROC_NOTICE_QR_REPLACEusesDATA_NOTICE_QR_CODEThe notice modernization process replaces eligible paper enclosures with QR codes that connect users to online content.2026-10-075R96REL_QR_004APP_T2RincorporatesDATA_NOTICE_QR_CODEPOMS lists Title II redesign notices and post-entitlement notices among existing agency uses of QR codes.2026-10-075R96REL_ROM_001ORG_SSA_ISBreceives_requests_forFORM_US_ROMANIA_COC_USSSA directs U.S. certificate-of-coverage requests to the International Support Branch.2026-10-075R96REL_ROM_002SVC_OPTS_COCaccepts_requests_forFORM_US_ROMANIA_COC_USEmployers and self-employed persons may submit U.S. certificate-of-coverage requests online at opts.ssa.gov.2026-10-075R96REL_ROM_003ORG_ROMANIA_NHPPissuesFORM_US_ROMANIA_COC_ROThe Romanian National House of Public Pensions issues certificates of Romanian coverage.2026-10-075R96REL_ROM_004FORM_US_ROMANIA_COC_USdocuments_coverage_underEX_US_ROMANIA_TOTALIZATIONThe U.S. certificate documents coverage and exemption under the bilateral agreement.2026-10-075R96REL_ROM_005FORM_US_ROMANIA_COC_ROdocuments_coverage_underEX_US_ROMANIA_TOTALIZATIONThe Romanian certificate documents coverage and exemption under the bilateral agreement.2026-10-075R96REL_RR_001APP_ICERSsupportsPROC_DCR_RR_DUALField-office staff review ICERS and/or MCS earnings information to determine whether RRB medical evidence is available in career railroad disability cases.2026-10-075R96REL_RR_002ORG_RRBprovidesDATA_RRB_MEDICAL_EVIDENCERRB agrees to furnish its medical evidence to SSA on request to avoid duplicate development.2026-10-075R96REL_RR_003DATA_RRB_MEDICAL_EVIDENCEused_byPROC_DCR_RR_DUALRailroad medical evidence obtained from RRB is used in the disability case routed to DCR.2026-10-075R96REL_RR_004APP_MCScarries_work_controlWORK_DDSDECCurrent policy requires a DDSDEC issue and 90-day tickle on the MCS Development Worksheet for railroad cases sent to DCR.2026-10-075R96REL_RR_005APP_CCEcarries_work_controlWORK_DDSDECCurrent policy requires a DDSDEC issue and 90-day tickle on the CCE Development Worksheet for railroad cases sent to DCR.2026-10-075R96REL_RR_006WORK_DDSDECcontrolsPROC_DCR_RR_DUALDDSDEC is the development control used for the railroad-disability DCR routing workflow.2026-10-075R96REL_T2R_001APP_MYCOAtriggersNOTICE_T2R_COA_CONFIRMAn internet change of address through my Social Security triggers the T2R confirmation notice.2026-10-075R96REL_T2R_002APP_T2RgeneratesDATA_T2R_COA_XMLSince October 2022, T2R notice software generates a COA XML file for fully composed notices.2026-10-075R96REL_T2R_003DATA_T2R_COA_XMLconsumed_byAPP_CCMThe T2R COA XML file is used by Customer Communications Management to generate fully composed change-of-address notices.2026-10-075R96REL_T2R_004APP_CCMcomposesNOTICE_T2R_COA_CONFIRMCCM generates the fully composed T2R COA notice from the XML file.2026-10-075R96REL_T2R_005NOTICE_T2R_COA_CONFIRMuses_delivery_address_fromDATA_MBR_MAILING_ADDRESSThe notice is sent to the old mailing address on the MBR, which may belong to the beneficiary or representative payee.2026-10-075R96REL_T2R_006APP_T2Rlogs_incomplete_notice_toDATA_T2R_COA_ERROR_LOGIncomplete T2R COA notices are removed from the notice file and written to an error log for systems investigation.2026-10-075R96REL_T2R_007DATA_T2R_COA_SKELCOMPreplaced_byDATA_T2R_COA_XMLT2R stopped generating legacy SKELCOMP records in October 2022 and began generating XML for CCM.2026-10-075R96REL_TOTAL_001APP_MCSgeneratesDATA_MBR_TOTALIZATION_CODESFor U.S. Totalization claims, MCS screen entries systems-generate Totalization coding.2026-10-075R96REL_TOTAL_002SYS_MBRstoresDATA_MBR_TOTALIZATION_CODESSystems-generated Totalization coding is posted to and retained on the MBR.2026-10-075R97REL001DATA_IAA_PACKAGEincludesFORM_SSA429SSA Data Exchange glossary defines Form SSA-429 as a component of the IAA package.2026-10-075R97REL002DATA_IAA_PACKAGEincludesDOC_IAA_ADMIN_AGREEMENTSSA Data Exchange glossary defines an administrative agreement identifying agreement provisions as an IAA-package component.2026-10-075R97REL003DATA_IAA_PACKAGEincludesDOC_IAA_OGC_CLEARANCESSA Data Exchange glossary defines an OGC clearance memorandum as an IAA-package component.2026-10-075R97REL004ORG_SSA_OGCprovides_clearance_viaDOC_IAA_OGC_CLEARANCESSA glossary identifies Office of the General Counsel clearance memorandum in the IAA package.2026-10-075R97REL005UI_ERPS_ADD_NEW_ISSUEscreen_ofAPP_ERPSCurrent POMS identifies Add New Issue as an eRPS screen used for follow-up diary control.2026-10-075R97REL006UI_ERPS_ROC_DETAILSscreen_ofAPP_ERPSCurrent POMS identifies Report of Contact Details as an eRPS screen.2026-10-075R97REL007PROC_ERPS_QUESTIONABLE_PAYEE_FOLLOWUPusesUI_ERPS_ADD_NEW_ISSUECurrent POMS directs staff to use Add New Issue or another reliable diary control to establish the follow-up diary.2026-10-075R97REL008PROC_ERPS_QUESTIONABLE_PAYEE_FOLLOWUPestablishesWORK_ERPS_QUESTIONABLE_PAYEE_DIARYCurrent POMS requires a follow-up diary for questionable representative-payee cases.2026-10-075R97REL009WORK_ERPS_QUESTIONABLE_PAYEE_DIARYmay_be_managed_throughUI_ERPS_ADD_NEW_ISSUEeRPS Add New Issue is an authorized method for establishing the diary; policy also permits another reliable control.2026-10-075R97REL010PROC_ERPS_QUESTIONABLE_PAYEE_FOLLOWUPrecords_findings_inUI_ERPS_ROC_DETAILSCurrent POMS directs staff to record personal-contact findings on an RC or the eRPS Report of Contact Details screen.2026-10-075R97REL011DATA_ERPS_REP_PAYEE_APPLICANT_NOTEcreated_throughUI_ERPS_MAKE_NOTECurrent representative-payee interview policy uses the eRPS Make Note screen with the Rep Payee Applicant Note Type.2026-10-075R97REL012DATA_ERPS_REP_PAYEE_APPLICANT_NOTEstored_inAPP_ERPSCurrent policy treats the Rep Payee Applicant note as eRPS case documentation.2026-10-075Physical table/repository is not disclosed.R97REL013PROC_SSI_ORAL_INQUIRY_PFdocumented_inAPP_ELASCurrent SSI protective-filing examples explicitly document oral-inquiry protective filing dates in eLAS.2026-10-075R97REL014PROC_SSI_ORAL_INQUIRY_PFestablishesDATA_SSI_PROTECTIVE_FILING_DATEAn oral inquiry may establish a protected SSI filing date when policy criteria are met.2026-10-075R97REL015DATA_SSI_PROTECTIVE_FILING_DATEdocumented_inAPP_ELASCurrent POMS examples explicitly show the protective filing date documented in eLAS.2026-10-075Logical provenance relationship; public policy does not disclose physical field/storage implementation.R97REL016APP_DMS_REMITTANCEgeneratesDATA_DMS_AUTOMATED_RECEIPTCurrent POMS states the automated receipt is the remitter's record of payment and is produced in DMS remittance processing.2026-10-075R97REL017FORM_SSA1395_BKfallback_forAPP_DMS_REMITTANCESSA-1395-BK is used only when DMS is non-functional or unavailable.2026-10-075R97REL018APP_DATSsupportsPROC_DATS_DEATH_DEVELOPMENTCurrent DATS policy uses the alert and alleged death information to control unresolved death development.2026-10-075R97REL019PROC_DATS_DEATH_DEVELOPMENTusesFORM_SSA2708When initial contact cannot verify the death/alive status under the stated conditions, SSA sends SSA-2708.2026-10-075R97REL020PROC_DATS_DEATH_DEVELOPMENTestablishesWORK_DATS_DEATH_DEV_45DCurrent POMS directs staff to set a 45-day diary after sending SSA-2708.2026-10-075R97REL021PROC_DATS_DEATH_DEVELOPMENTmay_result_in_input_toAPP_DIPSAfter 45 days without response or proof, current POMS directs staff to input the alleged death through DIPS as a non-responder on death development.2026-10-075R97REL022ORG_SSA_OCACTpublishesDATA_OACT_BEN_BY_AGEOACT publishes the beneficiaries-by-age public product.2026-10-075R97REL023ORG_SSA_OCACTpublishesDATA_OACT_RETIRED_AGE_SEX_202606OACT publishes the June 2026 retired-worker age/sex table.2026-10-075R97REL024ORG_SSA_OCACTpublishesDATA_OACT_CURRENT_PAYMENT_QUARTERLYOACT publishes the quarterly current-payment-status series.2026-10-075R98REL001APP_REACTgeneratesALERT_PREPARE1184_REACTCurrent POMS says the PSC receives a PREPARE 1184 REACT alert when a manual F-stop is needed on a courtesy check.2026-10-075Work-control relationship; physical queue transport is not inferred.R98REL002ALERT_PREPARE1184_REACTtriggersPROC_MANUAL_FSTOPThe PREPARE 1184 REACT alert prompts PSC manual F-stop action.2026-10-075R98REL003UI_PESP_STOP_PAYMENTsupportsPROC_MANUAL_FSTOPPOMS identifies PESP input screens as a Title II path for entering a manual F-stop.2026-10-075UI/workflow relationship; no database inference.R98REL004APP_MAMPSC_SSA4510supportsPROC_MANUAL_FSTOPPOMS identifies the MAMPSC Data Input Web Application (SSA-4510) as a processing-center path for entering Title II F-stops.2026-10-075No transport to Treasury is inferred.R98REL005PROC_MANUAL_FSTOPresults_available_inSVC_TCISTreasury F-stop status and claims-package information are made available to SSA through TCIS.2026-10-075Workflow result relationship; not a direct application interface claim.R98REL006IFACE_SSI_DIRECT_SSRsupportsPROC_MANUAL_FSTOPFor specified Title XVI courtesy/one-time-payment nonreceipt cases, current POMS directs the FO to enter the manual F-stop through SSI Claims System Direct SSR Update.2026-10-075R98REL007PROC_MANUAL_FSTOPcan_apply_toPROC_AOTPCurrent POMS documents a Title XVI manual F-stop against a replacement Automated One-Time Payment in the specified courtesy-payment scenario.2026-10-075R98REL008ORG_BFSsendsDATA_CORE_DAILY_DEATH_FILECurrent CORE policy says Fiscal Service sends the daily death-information file to the Federal Reserve Bank handling CORE after SSA reports the payee death.2026-10-075File transport and format are not disclosed.R98REL009DATA_CORE_DAILY_DEATH_FILEused_bySVC_TCORECORE matches death information in the Fiscal Service daily file against checks presented for payment.2026-10-075R98REL010SVC_TCOREoperated_byORG_FRBKCCurrent 2026 POMS explicitly states CORE is now handled by the Kansas City Federal Reserve Bank.2026-10-075Historical Richmond implementation remains preserved in notes/history.R98REL011SVC_TCOREproduces_credit_recorded_asDATA_PHUS_EVENT070In a Title II erroneous-death scenario, current POMS directs staff to review PHUS Event Code 070 to ensure the CORE/Treasury credit has been returned.2026-10-075Operational credit-record relationship; no direct technical interface beyond the documented record result is inferred.R98REL012DATA_PHUS_EVENT070stored_onDB_PHUSEvent Code 070 is reviewed on PHUS in the documented CORE erroneous-death workflow.2026-10-075R98REL013DATA_MBR_SPA_LINEstored_onSYS_MBRCurrent POMS expressly identifies the Special Payment Amount line as part of the MBR.2026-10-075R98REL014SVC_TCORErelated_returned_check_amount_may_post_toDATA_MBR_SPA_LINEPOMS says a returned check issued after death can be placed on the MBR SPA line when benefits are suspended in the documented post-death context.2026-10-075Conditional business-rule relationship.R98REL015DATA_SSR_PAYFLAG3stored_onSYS_SSRCurrent CORE instructions direct staff to inspect pay flag 3 on the SSR.2026-10-075R98REL016DATA_SSI_PTACstored_onSYS_SSRCurrent CORE erroneous-death instructions say the P-TAC remains on the SSR to balance the credit.2026-10-075R98REL017DATA_SSI_DTACstored_onSYS_SSRCurrent CORE erroneous-death instructions direct staff to post a D-TAC to prevent the underpayment from release.2026-10-075R98REL018ORG_RECLAMATIONS_TEAMupdatesDATA_SSR_PAYFLAG3Current POMS says Reclamations overlays pay flag 3 from S to U before issuing the required special-voucher reimbursement.2026-10-075Human/operational update; application mechanism is not disclosed.R98REL019ORG_RECLAMATIONS_TEAMinitiatesPROC_SSI_SPECIAL_VOUCHERCurrent POMS directs staff to contact Reclamations to issue a special voucher payment to the party owed money.2026-10-075R98REL020PROC_SSI_SPECIAL_VOUCHERresolves_erroneous_death_credit_fromSVC_TCORESpecial voucher procedures reimburse the party owed money after a CORE erroneous-death credit prevents the presenting institution from being paid.2026-10-075Business-process relationship; internal disbursement application is not identified.R98REL021DATA_SSI_PTACused_inPROC_SSI_SPECIAL_VOUCHERIn the no-S-pay-flag scenario, P-TAC is posted before the special-voucher reimbursement path.2026-10-075R98REL022DATA_SSI_DTACused_inPROC_SSI_SPECIAL_VOUCHERIn the no-S-pay-flag scenario, D-TAC is posted to prevent underpayment release while special-voucher reimbursement is pursued.2026-10-075R98REL023SVC_TCOREcan_require_correction_viaAPP_CPSIn one Title II erroneous-death scenario, current POMS directs use of CPS after the bank debits the beneficiary account.2026-10-075Conditional corrective-payment workflow, not a direct CORE-to-CPS integration.R98REL024SVC_TCOREcan_require_reimbursement_viaAPP_SPSIn another Title II erroneous-death scenario, current POMS directs SPS reimbursement to the financial institution after CORE returns the check unpaid.2026-10-075Conditional corrective-payment workflow, not a direct CORE-to-SPS integration.R98REL025FORM_SSA4968manual_calculation_alternative_toAPP_SSI_RMACurrent EAP policy allows the payment amount to be computed using the SSI RMA program or Form SSA-4968.2026-10-075Functional alternative; no system interface is inferred.R98REL026FORM_SSA4346U2manual_fallback_forAPP_ECOMPSPOMS directs staff to use SSA-4346-U2 when eComputations is unavailable or cannot complete the required windfall-offset computation.2026-10-075R98REL027FORM_SSA4968manual_fallback_forAPP_ECOMPSPOMS requires SSA-4968 when required computations cannot be completed in eComputations.2026-10-075R98REL028APP_ECOMPSprovides_electronic_equivalent_ofFORM_SSA4346U2POMS states SSA-4346-U2 is equivalent to the Windfall Results, Windfall Offset, and Windfall Offset Summary tabs in eComputations.2026-10-075R98REL029APP_ECOMPSprovides_electronic_equivalent_ofFORM_SSA4968POMS states SSA-4968 is equivalent to the Computational Results tab in eComputations.2026-10-075R98REL030SVC_NCOA_LICENSED_VENDORaccessesDB_USPS_NCOAPOMS states SSA address records are matched against USPS NCOA data through a licensed vendor.2026-10-075Vendor identity and technical access mechanism are not disclosed.R98REL031SVC_NCOA_LICENSED_VENDORsupportsPROC_NCOA_TITLEIIThe unidentified licensed vendor performs the matching step used in the documented Title II NCOA process.2026-10-075No vendor/product identity inferred.R99_REL001DATA_MBR_SID_LINEpart_ofSYS_MBRCurrent POMS identifies the SID line on the Master Beneficiary Record for state buy-in status.2026-10-075R99_REL002DATA_MBR_THIRD_PARTY_LINEpart_ofSYS_MBRCurrent POMS identifies a Third-Party line on MBR used for Medicare state buy-in/premium status.2026-10-075R99_REL003TXN_TYPE_M_OFFLINE_QUERYtriggersPROC_SSR_MBR_FORCE_FINDERFO requests a Type M offline query to force an SSR finder when correcting an SSR-MBR interface problem.2026-10-075R99_REL004PROC_SSR_MBR_FORCE_FINDERuses_recordSYS_SSRForced finder process starts from an SSI query/SSR state and requires identifying data consistency with MBR.2026-10-075R99_REL005PROC_SSR_MBR_FORCE_FINDERuses_recordSYS_MBRForced finder correction requires identifying data on MBR and SSR to be consistent.2026-10-075R99_REL006PROC_SSR_MBR_FORCE_FINDERupdatesDATA_MBR_SID_LINEA successful forced finder corrects the MBR SID line.2026-10-075R99_REL007APP_TPS_BUYINreceives_followup_update_afterDATA_MBR_SID_LINEAfter the SID line correction, POMS says TPS is updated on the 25th of the month.2026-10-075R99_REL008APP_TPS_BUYINupdatesDATA_MBR_THIRD_PARTY_LINEPOMS says TPS updates the Third-Party line of the MBR by the following month.2026-10-075R99_REL009DATA_CMS1957used_as_fallback_forPROC_SSR_MBR_FORCE_FINDERPOMS directs use of CMS-1957 or a headquarters correction request when the forced finder does not resolve the state buy-in problem.2026-10-075R99_REL010UI_MCS_STUDscreen_ofAPP_MCSStudent Entitlement (STUD) is the MCS processing screen referenced by current student-benefit POMS.2026-10-075R99_REL011FORM_SSA1372suppliesDATA_STUDENT_EXPECTED_GRAD_DATESSA-1372 supplies the expected graduation date used to code STUD.2026-10-075R99_REL012FORM_SSA1372suppliesDATA_STUDENT_SCHOOL_OPERATING_BASISThe school official certifies school operating basis on SSA-1372 for STUD coding and termination rules.2026-10-075R99_REL013UI_MCS_STUDrecordsDATA_STUDENT_EXPECTED_GRAD_DATEPOMS directs staff to code STUD based on the expected graduation date.2026-10-075R99_REL014UI_MCS_STUDrecordsDATA_STUDENT_SCHOOL_OPERATING_BASISPOMS directs staff to enter the school operating basis on STUD as certified by the school official.2026-10-075R99_REL015UI_MCS_STUDposts_student_data_toDATA_MBR_STUDENT_ENTITLEMENTStudent entitlement processing posts student data used to prevent automatic age-18 termination.2026-10-075R99_REL016DATA_MBR_STUDENT_ENTITLEMENTpart_ofSYS_MBRCurrent POMS states student data must be posted to the Master Beneficiary Record to continue benefits past age 18.2026-10-075R99_REL017FORM_SSA1372stored_inREPO_NDREDCurrent student-benefit POMS directs staff to fax SSA-1372 into NDRed using Evidence Portal or eView/eDIB and destroy the paper after verifying content.2026-10-075R99_REL018UI_DMS_DROAscreen_ofAPP_DMSCurrent POMS names DROA as a DMS screen used to resume recovery.2026-10-075R99_REL019PROC_T2_OVERPAY_EXPLresumes_collection_viaUI_DMS_DROAAfter the explanation notice, staff use DMS DROA to resume collection in the current operating month plus three months when applicable.2026-10-075R99_REL020DATA_DMS_EXPLANATION_PROTEST_REASONstored_inAPP_DMSThe explanation protest reason is coded in DMS to suspend recovery while a detailed explanation is developed.2026-10-075R99_REL021IFACE_DRPFrecordsDATA_DMS_EXPLANATION_PROTEST_REASONFO uses DRPF with the explanation protest reason when PSC assistance is required.2026-10-075R99_REL022IFACE_DRPRrecordsDATA_DMS_EXPLANATION_PROTEST_REASONPSC uses DRPR with the explanation protest reason to stop recovery when applicable.2026-10-075R99_REL023DATA_SSR_GRCpart_ofSYS_SSRPOMS says an FO or automated interface adds a pending grant reimbursement code to the SSR.2026-10-075R99_REL024DATA_SSR_UPV_Vpart_ofSYS_SSRPOMS describes UPV:V as an SSR underpayment verification code used in the IAR hold workflow.2026-10-075R99_REL025DATA_SSR_GRCtriggersPROC_SSI_IAR_UNDERPAYMENT_HOLDAdding the pending GRC causes the system to hold the entire underpayment while IAR is processed.2026-10-075R99_REL026PROC_SSI_IAR_UNDERPAYMENT_HOLDsets_hold_viaDATA_SSR_UPV_VThe system holds the underpayment with UPV:V during IAR processing.2026-10-075R99_REL027APP_EIARsupportsPROC_SSI_IAR_UNDERPAYMENT_HOLDStates submit reimbursement requests through eIAR; reimbursement can occur automatically before remaining underpayment is released.2026-10-075R99_REL028UI_SSI_UOUPscreen_ofIFACE_SSI_DIRECT_SSRPOMS identifies UOUP as an Underpayment Processing screen accessed through Direct SSR Update.2026-10-075R99_REL029UI_SSI_UOUPsupports_prepaid_review_forPROC_SSI_IAR_UNDERPAYMENT_HOLDFor specified large underpayments, the FO completes prepayment review and release selection through UOUP.2026-10-075R99_REL030FORM_SSA872authorizes_federal_obligations_forORG_DDSSSA-872 authorizes State disability agencies to incur obligations against Federal funds for approved necessary expenses.2026-10-075R99_REL031PROC_DDS_STATE_FUNDING_AUTHusesFORM_SSA872SSA provides State funding authorization through SSA-872 on a quarterly or six-to-eight-week basis.2026-10-075R99_REL032PROC_DDS_STATE_FUNDING_AUTHfundsORG_DDSThe process provides pre-authorized Federal funds for State disability program operations.2026-10-075R99_REL033SVC_ASAPexecutes_drawdown_forPROC_DDS_STATE_FUNDING_AUTHState agencies use Treasury ASAP to draw funds pre-authorized for payment.2026-10-075R99_REL034PROC_SDX_1619_MEDICAID_NOTIFYuses_exchangeEX_SDXSSA notifies States about section 1619 continuation-group members through SDX.2026-10-075R99_REL035PROC_SDX_1619_MEDICAID_NOTIFYnotifiesORG_STATESThe SDX notification informs State Medicaid administration about qualifying section 1619 continuation groups.2026-10-075R99_REL036PROC_VENDOR_REPO_SUBMISSIONpopulatesREPO_SSA_VENDORSSA vendor-submission instructions say accepted vendor information is added to the repository for market research.2026-10-075R99_REL037REPO_SSA_VENDORstoresDATA_VENDOR_CAPABILITY_STATEMENTVendor information/capability submissions are retained in the SSA vendor repository for market research.2026-10-075R99_REL038REPO_SSA_VENDORsupports_market_research_byORG_SSA_OAGSSA says the repository is available to SSA personnel for market research; OAG publishes and administers the vendor instructions.2026-10-075R99_REL039FORM_SF270interim_payment_request_when_setup_pending_forSVC_ASAPSSA requires grant recipients to establish ASAP payment accounts and permits emailed SF-270 requests in the interim.2026-10-075R99_REL040FORM_SF425reports_grant_finances_toORG_SSA_OAGSSA OAG provides SF-425 guidance for award financial reporting, including recipient share/cost share.2026-10-075R99_REL041WORK_MCS_PROTFLwork_control_ofAPP_MCSPROTFL is a Development Worksheet issue in the MCS Title II filing-date workflow.2026-10-075R99_REL042WORK_MCS_PROTFLcontrolsDATA_TITLE2_APP_FILING_DATEThe PROTFL request date must reflect the earliest possible protective filing date.2026-10-075R99_REL043APP_MCScan_set_protective_filing_asDATA_TITLE2_APP_FILING_DATECurrent POMS says MCS allows a protective filing date to show as the filing date on MBR.2026-10-075R99_REL044DATA_TITLE2_APP_FILING_DATEstored_onSYS_MBRCurrent POMS explicitly says the protective filing date can show as the date of filing on the MBR.2026-10-075R99_REL045ORG_SSA_OCACTpublishesDATA_OACT_FACT_SHEET_20260630OACT publishes the June 30, 2026 Fact Sheet summarizing program coverage, benefits, and OASI/DI trust-fund operations.2026-10-075No unpublished production pipeline inferred.REL001APP_MCSpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL002APP_MSSICSpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL003SYS_ICDBpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL004SYS_NUMIDENTpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL005SYS_SSRpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL006SYS_MBRpropagates_data_toAPP_EDCSEDCS mainframe data propagation2025-045Direct current POMS.REL007APP_EDCScreates_or_establishes_case_forAPP_EVIEWField office creates/transfers/determines EDCS case, establishing case in eView2025-01-035Direct POMS.REL008APP_EVIEWviews_and_acts_onREPO_EFDisability case processing2025-01-035Direct POMS.REL009REPO_CEFis_certified_form_ofREPO_EFOfficial electronic disability folder2019-03-154Direct official definition; concept remains in current POMS.REL010APP_EPstores_documents_inREPO_NDREDNon-disability evidence storage2026-06-085Direct current POMS.REL011APP_DCPSaccessesAPP_UNIFORMSDDS forms workflow2025-04-175Direct POMS.REL012APP_UNIFORMSuploads_completed_forms_toREPO_CEFDDS electronic disability folder2025-04-175Direct POMS.REL013APP_EWORKcreates_control_record_inDB_DCFTitle II work CDR2026-05-085eWork establishes simultaneous T2 work CDR in DCF.REL014APP_EWORKmoves_case_withDB_DCFWork CDR jurisdiction transfer2026-05-085eWork transfer automatically transfers DCF control.REL015APP_DMSposts_special_message_toSYS_MBRFraud-related overpayment handling2022-08-224Direct official POMS; fresher corroboration pending.REL016APP_DMSsupports_or_containsAPP_ROAROverpayment accounting/recovery workflow2022-08-224POMS wording: ROAR's Debt Management System; exact product boundary pending.REL017APP_EPsearches_or_accessesREPO_EFElectronic disability case search/access2025-01-035Case selection can open eDib case in eView or EP.REL018APP_DCPScloses_case_withAPP_EVIEWeCDR case closure/routing2025-08-285POMS states case is closed in DCPS, DDS legacy system, eView and NDDSS.REL019APP_DCPScloses_case_withAPP_NDDSSeCDR case closure/routing2025-08-285Direct POMS.REL020COMP_DMAindexes_documents_intoREPO_CEFScanned/faxed disability evidence2026-04-275DMA barcode associates and indexes documents in CEF.REL021APP_CCErecords_title_xvi_case_notes_forREPO_NDREDCapability determination documentation2026-06-085CCE records where supporting evidence has been stored in NDRed/eView.REL022APP_MCSrecords_title_ii_case_notes_forREPO_NDREDCapability determination documentation2026-06-085MCS records where supporting evidence has been stored.REL023APP_ERPSdocuments_contacts_used_withREPO_NDREDRepresentative-payee capability evidence2026-06-085Current POMS links eRPS documentation with evidence storage.REL024DB_DCFintegrates_withAPP_EWORKPost-entitlement disability/work control2014-05-024Historical descriptive POMS plus current 2026 operational corroboration.REL025APP_PUPScross_referencesSYS_MBRPrisoner suspension/payment processing2026-04-145Current POMS instructs comparison of PUPS record with MBR fields.REL026APP_DCPSwrites_case_notes_used_inREPO_CEFDDS adjudication documentation2026-04-175Current SSA-827 workflow documents attestation in DCPS for electronic disability cases.REL027APP_ENMstores_nonmedical_hearing_records_forREPO_EFOHO/OAO non-medical workflow2026-04-174ENM is used instead of EDCS/eView in specified OHO/OAO workflows; exact repository boundary needs more sourcing.REL100EX_BEERprovidesDOM_EARNINGSBatch exchange to states2026-10-025REL1000ORG_NAPHSIScollaborated_onSVC_EVVESSA POMS states EVVE resulted from collaboration between SSA and NAPHSIS.2026-06-105REL1001SVC_EVVEqueriesORG_STATE_BVSEVVE queries participating states’ vital-record systems for birth-record verification.2026-06-105REL1002SVC_EVVEverification_documented_inAPP_MCSFor claims, EVVE match results are documented in MCS when applicable.2026-06-105Workflow evidence; no direct interface protocol inferred.REL1003SVC_EVVEverification_documented_inAPP_MSSICSFor claims, EVVE match results are documented in MSSICS when applicable.2026-06-105Workflow evidence; no direct interface protocol inferred.REL1004SVC_EVVEverification_documented_inAPP_EVIDEVVE evidence not recorded in MCS/MSSICS is coded in EVID.2026-06-105REL1005SVC_EVVEverification_documented_inAPP_SSNAPEnumeration EVVE matches are documented on SSNAP Proof of Age/Summary screens.2026-06-105REL1006SVC_SAVEoperated_byORG_USCISPOMS identifies SAVE as a USCIS inter-governmental program.2026-10-035REL1007APP_IMAINaccessesSVC_SAVEFor claims purposes, POMS directs staff to access SAVE through I-Main.2026-10-035REL1008APP_SSNAPaccessesSVC_SAVEFor enumeration, POMS states SSNAP is used to access SAVE.2026-10-035REL1009SVC_SAVEresponse_documented_inAPP_EPSSI POMS directs staff to store SAVE responses and supporting immigration documents in the electronic folder, including Evidence Portal.2026-09-155Workflow/storage relationship; not asserted as a direct API.REL101EX_BEERserves_partnerORG_STATESBatch exchange to states2026-10-025REL1010SVC_SAVEresponse_documented_inAPP_EVIEWSSI POMS directs staff to store SAVE responses and supporting immigration documents in the electronic folder, including eView.2026-09-155Workflow/storage relationship; not asserted as a direct API.REL1011APP_QRCPSreplacedAPP_DICARS_LEGACYSSA FY2025 budget says QRCPS replaced legacy DICARS.2023-095REL1012APP_QRCPSreplacedAPP_DQR_LEGACYSSA FY2025 budget says QRCPS replaced the legacy DQR system.2023-095REL1013APP_QRCPSsupportsPROC_DQR_QUALITY_REVIEWCurrent POMS places DQR quality-review tasks and coding in the case-processing environment and explicitly uses QRCPS for MAQR tasks/referrals.2026-09-105REL1014FUNC_MAQRimplemented_withinAPP_QRCPSQualified FQRs receive MAQR tasks and all FQRs can create MAQR Review referrals within QRCPS.2026-09-105REL1015PROC_DQR_QUALITY_REVIEWusesAPP_NCPSDQR uses NCPS SSN History/Query and NCPS case transfer during current quality review.2026-03-275REL1016PROC_DQR_QUALITY_REVIEWusesAPP_EVIEWCurrent POMS directs DQR to use eView to review trailer material/UAT information.2026-03-275REL1017APP_ERPCsupportsPROC_RPCeRPC manages RPC receipt, scheduling, notifications, workload, searches and dashboards.2026-08-185REL1018PROC_RPClimited_toREPO_CEFPOMS explicitly states RPC applies only to certified electronic folders.2026-08-185REL1019APP_ERPCsupports_case_review_inAPP_EVIEWRPC Workload Summary access allows managers to review pending RPC cases in eView.2026-01-215Workflow linkage; no system-to-system API inferred.REL102EX_BENDEXprovidesDOM_TITLE2State benefit-program exchange2026-10-025REL1020APP_MEGAHITgeneratesDATA_HIT_REQUESTMEGAHIT creates a HIT Request artifact when it sends an electronic HIE request.2026-10-025REL1021APP_MEGAHITgeneratesDATA_HIT_MERWhen medical-record data are received, MEGAHIT formats them into imaged HIT MER documents.2026-10-025REL1022APP_MEGAHITgeneratesDATA_HIT_RESPONSEWhen no response or no records are returned, MEGAHIT creates a HIT Response document.2026-10-025REL1023DATA_HIT_REQUESTstored_inREPO_EFPOMS places HIT Request in the yellow-back section of the electronic folder.2026-10-025REL1024DATA_HIT_MERstored_inREPO_EFPOMS places HIT MER documents in the yellow-back section of the electronic folder.2026-10-025REL1025DATA_HIT_RESPONSEstored_inREPO_EFPOMS places HIT Response documents in the yellow-back section of the electronic folder.2026-10-025REL1026APP_MEGAHITuses_source_listing_fromAPP_EDCSMEGAHIT sends a health-IT request when participating source(s) are listed in EDCS and authorization is present.2026-10-025Operational dependency; transport/protocol not inferred.REL1027SVC_E1696routes_submission_toAPP_WORKTRACKPOMS states servicing-FO staff receive the SSA-1696-APP electronic image using WorkTrack.2026-10-025REL1028APP_ESSsupports_enumeration_workflow_withAPP_OSSNAPCurrent POMS pairs ESS enumeration scheduling with the Online SSN Application workflow.2026-07-224Workflow association only; no direct technical interface is asserted.REL1029APP_ESSsuperseded_for_pe_schedulingAPP_ELASEM-25035 REV moved PE appointment scheduling from eLAS to ESS effective July 2025, with documented exceptions.2025-07-285Does not mean eLAS was decommissioned; current POMS retains eLAS for initial claims.REL103EX_BENDEXprovidesDOM_EARNINGSState benefit-program exchange2026-10-025REL1030APP_ESScoexists_withAPP_ELASCurrent POMS directs ESS for PE/enumeration appointments and eLAS for initial-claim appointments.2026-07-225REL1031SVC_APPT_QUESTIONNAIREguides_customers_to_scheduling_inAPP_ESSEM-25035 REV says the public questionnaire guides customers on scheduling and accompanies ESS customer self-scheduling.2025-07-214User-flow relationship; no direct API asserted.REL1032PROJ_EEAmodernizesAPP_EREFY2025 budget says FY2024 EEA work includes modernization of ERE for reliable secure electronic record submission.20245REL1033PROJ_EEAimproves_interoperability_withORG_HIT_PARTNERSFY2025 budget says EEA work focuses on improving interoperability with HIT partners.20245REL1034PROJ_NCPS_SCHED_FY26builds_onAPP_NCPSFY2026 budget describes NCPS Scheduling as integrating calendar availability into NCPS.2025-05-015REL1035PROJ_HEARING_SCHEDintegrates_withAPP_NCPSFY2027 budget explicitly describes the Streamline Hearing Scheduling Product as integrated with NCPS.20265REL1036CON_FIRSTNET_BACKUP_2026procures_backup_forTECH_FIRSTNETSSA solicitation seeks emergency satellite-backup equipment to restore FirstNet communications during network outages.2026-09-215Pre-award procurement relationship.REL1037TECH_FIRSTNETplanned_replacement_forTECH_LMRSSA solicitation says Security and Resilience is moving away from handheld LMR and identifies FirstNet as the resilient solution.2026-09-215Procurement-stage replacement target, not proof every LMR asset is retired.REL1038TECH_FIRSTNETdepends_onORG_ATTSSA solicitation states FirstNet devices operate where AT&T signal exists and identifies AT&T network failure as the outage risk.2026-09-215External network dependency, not award status.REL1039APP_EWORKinputs_decision_toAPP_POSCurrent POMS states eWork inputs applicable work-CDR decisions to POS, which effectuates payment/non-payment months.2026-09-145Current-state evidence demonstrates eWork remains operational while modernization projects are planned.REL104EX_BENDEXserves_partnerORG_STATESState benefit-program exchange2026-10-025REL105EX_EABreceives_fromORG_STATESBirth registration / SSN request2026-10-025REL106EX_EABsupportsDOM_SSNVEnumeration-at-birth process2026-10-025REL107EX_IEDRreceives_fromORG_STATESDeath registration2026-10-025REL108EX_IEDRsupportsDOM_DEATHDeath verification/notification2026-10-025REL109EX_LISprovidesDOM_MEDICARELIS/MSP outreach data2026-10-025REL110EX_LISserves_partnerORG_STATESLIS leads2026-10-025REL111APP_PUPSstores_or_supportsDOM_PRISONERPrisoner data retained in PUPS2026-10-025REL112APP_PUPSreceives_fromORG_PRISONSPrisoner reporting2026-10-025REL113EX_QQprovidesDOM_EARNINGSQuarters-of-coverage information2026-10-025REL114EX_SDXprovidesDOM_TITLE16Title XVI state data exchange2026-10-025REL115EX_SDXserves_partnerORG_STATESTitle XVI state data exchange2026-10-025REL116EX_SCHIPIprovidesDOM_CITIZENSHIPReal-time citizenship verification2026-10-025REL117EX_SCHIPIserves_partnerORG_STATESState CHIP/benefit programs2026-10-025REL118EX_SOLQprovidesDOM_SSNVReal-time SSN verification2026-10-025REL119EX_SOLQprovidesDOM_TITLE2Real-time benefit retrieval2026-10-025REL120EX_SOLQprovidesDOM_TITLE16Real-time benefit retrieval2026-10-025REL121EX_SOLQserves_partnerORG_STATESState online query2026-10-025REL122EX_SVESprovidesDOM_SSNVBatch SSN verification2026-10-025REL123EX_SVESprovidesDOM_TITLE2Batch benefit query2026-10-025REL124EX_SVESprovidesDOM_TITLE16Batch benefit query2026-10-025REL125EX_SVEScan_request_fromEX_BENDEXSVES request can obtain BENDEX information2026-10-025REL126EX_SVEScan_request_fromEX_SDXSVES request can obtain SDX information2026-10-025REL127EX_SVESserves_partnerORG_STATESState/federal batch query2026-10-025REL128EX_UIQprovidesDOM_SSNVUI agencies receive SSN verification2026-10-025REL129EX_UIQprovidesDOM_TITLE2UI agencies receive Title II payment data2026-10-025REL130EX_UIQroutes_throughORG_DOLVia DOL ICON Hub2026-10-025REL131EX_UIQserves_partnerORG_STATESState unemployment-insurance agencies2026-10-025REL132APP_CBSVsupportsDOM_SSNVConsent-based SSN verification2026-10-024REL133APP_ECBSVsupportsDOM_SSNVElectronic consent-based SSN verification2026-10-024REL134APP_EVITALsupportsDOM_DEATHElectronic death registration2026-10-024REL135APP_ERMSsupportsDOM_EARNINGSEarnings-record maintenance2026-10-024REL136APP_EWRsupportsDOM_EARNINGSElectronic wage reporting2026-10-024REL137APP_APPOINTED_REPsupportsDOM_REPPAYEERepresentation-related data2026-10-023Domain grouping for navigation; appointed-representative and representative-payee functions are not the same business process.REL138REPO_CEFcontainsDOM_CLAIMFOLDERElectronic disability claim folder2026-10-024REL139APP_PUPScreates_transaction_forAPP_T2RPUPS suspension input creates a T2R transaction.2026-04-145Direct current POMS.REL140APP_T2RupdatesSYS_MBRSuccessful T2R prisoner suspension changes MBR LAF to S7 and annotates benefit data.2026-04-145Direct current POMS.REL141APP_T2Rcreates_exception_control_inAPP_PCACSA T2R exception should create a PCACS Action Control Record.2026-04-145Direct current POMS.REL142APP_MONETposts_special_message_toSYS_MBRMONET SMS1 is used to add a Special Message to the MBR.2026-01-065Direct current POMS.REL143APP_T2Rprocesses_action_fromAPP_ICF_T2Current POMS states T2R processes ICF #32 adjudication actions.2025-03-255Direct POMS.REL144APP_ICF_T2supplies_notice_information_toAPP_MACADEBenefit authorizer/technical examiner includes ICF notice information in MACADE.2025-03-255Direct POMS.REL145APP_MACADEsubmitted_for_processing_byAPP_MADCAPCurrent ICF POMS states MADCAP processes the MACADE action.2025-03-255Direct POMS.REL146APP_AURORAposts_notices_toAPP_ORSCurrent POMS states Aurora automatically posts notices to ORS for viewing.2025-03-255Direct POMS.REL147APP_MCSpropagates_payment_data_toAPP_SPSSPS APAY propagates most payment information from MCS (among other sources).2025-05-064Current-transmittal POMS page; original section date is older.REL148APP_MADCAPpropagates_payment_data_toAPP_SPSSPS APAY propagates most payment information from MADCAP (among other sources).2025-05-064Current-transmittal POMS page; original section date is older.REL149APP_SPSrecords_payment_data_inDB_PHUSPOMS states PHUS shows SPS fee-payment data and reflects the SPS assessment/user fee.2025-05-064Direct POMS; exact technical interface is not described.REL150APP_CPStransmits_immediate_payment_toAPP_TPPSAfter CPS establishment/approval, Title II immediate payment is transmitted to TPPS.2026-09-185Direct current POMS.REL151APP_CPSrecommended_control_checksDB_PHUSOIG recommended CPS controls use the most current PHUS data to flag incorrect/mismatched payments.2026-03-315This is a recommended control gap, not evidence of an existing automated interface.REL152APP_CPSrecommended_control_checksAPP_ROAROIG recommended CPS controls ensure staff consider ROAR overpayments during critical-payment processing.2026-03-315This is a recommended control gap, not evidence of an existing automated interface.REL153DB_T2_ODSprovides_processing_time_data_toDB_WMDWSSA Open Data explicitly states the Title 2 ODS provides processing-time data to WMDW.2026-06-265Direct SSA Open Data metadata.REL154APP_MCSsupplies_pending_records_toEX_OCSE_PENDINGThe daily OCSE match uses SSA's MCS Title II pending file.2026-09-295Direct SSA Open Data metadata.REL155EX_OCSE_PENDINGreleases_matched_information_toORG_OCSEMatched Title II information is released to OCSE after the daily match.2026-09-295Direct SSA Open Data metadata.REL156APP_PCACShas_data_assetDB_PCACS_FLATSSA inventories PCACS Flat Files as a non-public data asset supporting PCACS workloads.2026-07-285Direct title/description match in SSA Open Data.REL157APP_MADCAPhas_data_assetDB_MADCAP_NOTICESSSA inventories a MADCAP Notices data asset that produces manual MADCAP notices.2026-07-285Direct title/description match in SSA Open Data.REL158APP_CFRMSmanages_records_forDOM_CLAIMFOLDERCFRMS supports access, disclosure, retention and destruction in the CFRMS claims folder.2026-08-065Modeled to the existing claims-folder data domain; no CEF-specific interface asserted.REL159DB_T2_GARNISHsupports_treasury_disbursement_toORG_IRSData supports payments to Treasury for disbursement to IRS.2026-09-295Treasury is an intermediary; relationship label preserves that nuance.REL160DB_TAXYsupports_treasury_disbursement_toORG_IRSData supports automated tax-levy payments to Treasury for disbursement to IRS.2026-09-295Treasury is an intermediary; no direct SSA-to-IRS payment interface asserted.REL161APP_SPShas_management_information_assetDB_SPS_MISSA inventories SPS Management Information as the data store supporting SPS payment workloads.2026-08-055Direct title/description match.REL162APP_MCShas_transaction_methodWF_A101Current POMS says prepare an MCS A101 for certain allowances that cannot process through EC.2026-04-205Direct current POMS.REL163APP_MCShas_transaction_methodWF_EF101Current POMS says prepare an MCS EF101 for certain allowances that cannot process through EC.2026-04-205Direct current POMS.REL164APP_MACADEupdatesSYS_MBRWhen systems input such as MCS/POS is not possible, current POMS directs use of MACADE to update the MBR.2026-04-205Direct current POMS.REL165APP_POSsupports_conversion_posted_toSYS_MBRCurrent POMS directs POS for specified CDB conversions and states the disability determination must be posted to the MBR.2026-04-204Workflow relationship is clear; exact technical interface is not described.REL166APP_SSIRMhas_documented_componentAPP_EIARComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL167APP_SSIRMhas_documented_componentAPP_MOURSComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL168APP_SSIRMhas_documented_componentAPP_NHRPComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL169APP_SSIRMhas_documented_componentAPP_SSI_CODOComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL170APP_SSIRMhas_documented_componentAPP_SSI_COMPUTEComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL171APP_SSIRMhas_documented_componentAPP_SSI_DAILY_EDITSComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL172APP_SSIRMhas_documented_componentAPP_DABAComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL173APP_SSIRMhas_documented_componentAPP_SSI_EPATHComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL174APP_SSIRMhas_documented_componentAPP_SSI_EXCEPTIONComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL175APP_SSIRMhas_documented_componentAPP_SSI_FINVERIFYComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL176APP_SSIRMhas_documented_componentAPP_SSI_FOLDERCTRLComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL177APP_SSIRMhas_documented_componentAPP_SSI_GROUPTOTALSComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL178APP_SSIRMhas_documented_componentAPP_SSI_HOMEComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL179APP_SSIRMhas_documented_componentAPP_SSI_INDEXComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL180APP_SSIRMhas_documented_componentAPP_SSI_IC_UPDATEComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL181APP_SSIRMhas_documented_componentAPP_SSI_NOTICESComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL182APP_SSIRMhas_documented_componentAPP_SSI_PAYHIST_CORRComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL183APP_SSIRMhas_documented_componentAPP_PAYMTComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL184APP_SSIRMhas_documented_componentAPP_SSI_PE_UPDATEComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL185APP_SSIRMhas_documented_componentAPP_SSI_PREPOSTComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL186APP_SSIRMhas_documented_componentAPP_SSI_REDETComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL187APP_SSIRMhas_documented_componentAPP_ACCSTATSComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL188APP_SSIRMhas_documented_componentAPP_SSI_TREASURYComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL189APP_SSIRMhas_documented_componentAPP_DAILY_FAXComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL190APP_SSIRMhas_documented_componentAPP_SSIMWVComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL191APP_SSIRMhas_documented_componentAPP_MYWRComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL192APP_SSIRMhas_documented_componentAPP_SSITWRComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL193APP_SSIRMhas_documented_componentAPP_SSAMWRComponent listed in the 2021 SSIRMS PIA that remains in SSA's current PIA catalog2026-10-034Relationship is architecture documentation, not proof the component is unchanged in 2026.REL194APP_MSSICSfront_end_forAPP_SSIRMField offices establish and modify SSI claims through MSSICS2026-10-034REL195APP_SSI_DAILY_EDITSprepares_updates_forSYS_SSRFormats internal/external data into SSR update transactions2026-10-034REL196APP_SSI_IC_UPDATEestablishesSYS_SSRInitial-claim update establishes SSRs for new claims2026-10-034REL197APP_SSI_PE_UPDATEupdatesSYS_SSRPost-eligibility transactions update and validate SSRs2026-10-034REL198APP_SSI_PREPOSTcreates_update_files_forSYS_SSRCreates files used by IC/PE Update to update SSRs2026-10-034REL199APP_SSI_INDEXindexesSYS_SSRCreates index records for SSNs and Claim Account Numbers on SSR2026-10-034REL200APP_SSI_GROUPTOTALStracks_accounting_onSYS_SSRTracks accounting/payment information posted to SSR2026-10-034REL20065ORG_DDSperformsPROC_DDS_CE_OVERSIGHTDDS components conduct the annual CE oversight process.2026-10-035REL20066ORG_DDSproducesDATA_DDS_CE_OVERSIGHT_REPORTDDS submits the annual CE Oversight Report.2026-10-035REL20067ORG_DDSproducesDATA_DDS_CE_PROVIDER_LISTDDS uploads an annual list of CE providers.2026-10-035REL20068ORG_DDSproducesDATA_DDS_CE_MER_FEE_SCHEDULEDDS uploads current CE and MER fee schedules annually.2026-10-035REL20069DATA_DDS_CE_OVERSIGHT_REPORTstored_inREPO_DA_MPRO_SHAREPOINTThe report is submitted through the DA MPRO SharePoint site.2026-10-035REL20070DATA_DDS_CE_PROVIDER_LISTstored_inREPO_DA_MPRO_SHAREPOINTThe provider list is uploaded to the DDS CE Provider List section of the DA MPRO SharePoint site.2026-10-035REL20071DATA_DDS_CE_MER_FEE_SCHEDULEstored_inREPO_DA_MPRO_SHAREPOINTCurrent fee schedules are uploaded to the DDS Fee Schedules section of the DA MPRO SharePoint site.2026-10-035REL20072REPO_DA_MPRO_SHAREPOINTimplemented_onPLAT_SHAREPOINTSSA explicitly identifies the repository as a SharePoint site.2026-10-035REL20073APP_ITOPSSsupportsPROC_TICKET_TO_WORKCurrent SSA Ticket terms describe iTOPSS as the management information system facilitating and recording Ticket to Work business functions.2026-10-035REL20074APP_TICKET_PORTALsupportsPROC_TICKET_TO_WORKThe Ticket Portal supports real-time Ticket Program transactions.2026-10-035REL20075APP_TICKET_PORTALused_byORG_EMPLOYMENT_NETWORKSEmployment Networks use the Ticket Portal for Ticket transactions.2026-10-035REL20076APP_TICKET_PORTALused_byORG_STATE_VR_AGENCIESState VR agencies use the Ticket Portal for Ticket transactions.2026-10-035REL20077APP_VRRMSsupportsPROC_VR_COST_REIMBCurrent SSA Ticket terms describe VRRMS as the MIS used to facilitate State VR cost-reimbursement payments.2026-10-035REL20078ORG_STATE_VR_AGENCIESparticipates_inPROC_VR_COST_REIMBOnly State VR agencies participate as providers in the SSA VR Cost Reimbursement program.2026-10-035REL20079ORG_STATE_VR_AGENCIESparticipates_inPROC_TICKET_TO_WORKState VR agencies may participate in the Ticket Program, including as ENs.2026-10-035REL20080ORG_EMPLOYMENT_NETWORKSparticipates_inPROC_TICKET_TO_WORKEmployment Networks are provider participants in the Ticket Program.2026-10-035REL20081PROC_VR_COST_REIMBsupportsDOM_TITLE2VR Cost Reimbursement covers qualifying SSDI beneficiaries.2026-10-035REL20082PROC_VR_COST_REIMBsupportsDOM_TITLE16VR Cost Reimbursement covers qualifying SSI recipients.2026-10-035REL20083PROC_TICKET_TO_WORKsupportsDOM_TITLE2Ticket to Work is available to qualifying SSDI beneficiaries.2026-10-035REL20084PROC_TICKET_TO_WORKsupportsDOM_TITLE16Ticket to Work is available to qualifying SSI beneficiaries.2026-10-035REL20085APP_ITOPSSsupportsPROC_TTW_EPAYFor the E-PAY process, iTOPSS identifies and generates reconciliation payments after the 12th outcome payment.2026-10-035REL20086PROC_TTW_EPAYstatus_visible_inAPP_TICKET_PORTALE-PAY-created claims appear in Ticket Portal payment tracking.2026-10-035REL20087APP_TICKET_PORTALtracks_clearance_byORG_TREASURYPortal pending-payment views distinguish processed payments that have not yet cleared Treasury.2026-10-035REL20088ORG_STATE_VR_AGENCIESreports_case_status_viaAPP_TICKET_PORTALCurrent SSA FAQ says State VR agencies send relevant case/payment-method data into the Ticket Portal.2026-10-035REL20089DB_VR_REIMB_CASEsupportsPROC_VR_COST_REIMBSORN 60-0221 identifies a Vocational Rehabilitation Reimbursement Case Processing System.2026-10-034Record-system title supports the business association; exact interface to VRRMS is not asserted.REL20090DB_TTW_PAYMENTsupportsPROC_TICKET_TO_WORKSORN 60-0295 identifies a Ticket-to-Work and Self-Sufficiency Program Payment Database.2026-10-034Exact application interface is not published.REL20091DB_TTW_PM_MIsupportsPROC_TICKET_TO_WORKSORN 60-0300 identifies a Ticket-to-Work Program Manager Management Information System.2026-10-034Exact application interface is not published.REL20092PROC_ADMIN_SANCTIONSsupportsDOM_TITLE2Administrative sanctions can suspend Title II benefits.2026-10-035REL20093PROC_ADMIN_SANCTIONSsupportsDOM_TITLE16Administrative sanctions can suspend Title XVI benefits.2026-10-035REL20094APP_AS_TOOLsupportsPROC_ADMIN_SANCTIONSPOMS says the sanction period appears in the Administrative Sanctions Tool.2026-10-035REL20095UI_SHARED_PROCESS_MENUprovides_access_toUI_SPASPOMS directs staff to access the client database through Shared Process Menu and enter sanction information on SPAS.2026-10-035REL20096UI_SPASwrites_toDB_CLIENT_SANCTIONS_CONTEXTSPAS collects imposed/deferred sanction data in the client database.2026-10-035The source calls the target only the client database; no mapping to ICDB or SORN 60-0280 is asserted.REL20097PROC_ADMIN_SANCTIONSusesAPP_POSPOS is used to suspend current and later Title II months in administrative-sanction cases.2026-10-035REL20098PROC_ADMIN_SANCTIONSusesAPP_MACADEMACADE is used for other Title II months or higher-priority suspense reasons in administrative-sanction cases.2026-10-035REL20099PROC_ADMIN_SANCTIONSrecords_inSYS_MBRPOMS requires an administrative-sanction remark on the MBR for Title II.2026-10-035REL201APP_DAILY_FAXtracks_transactions_onSYS_SSRTracks payment/accounting transactions posted to SSR2026-10-034REL20100PROC_ADMIN_SANCTIONSrecords_inSYS_SSRPOMS requires an administrative-sanction remark/payment status on the SSR for Title XVI.2026-10-035REL20101DB_ADMIN_SANCTIONSsupportsPROC_ADMIN_SANCTIONSCurrent SORN catalog identifies the SSA Administrative Sanctions Database.2026-10-034Exact technical relationship to AS Tool, SPAS, or the POMS client database is not established.REL20102ORG_OHOusesAPP_FACTSOHO Regional Offices use FAcTS to track representative fee administrative reviews.2026-10-035REL20103ORG_OAOusesAPP_WEBAFSOAO uses webAFS to track representative fee administrative reviews.2026-10-035REL20104PROC_FEE_AGREEMENT_ADMIN_REVIEWusesAPP_FACTSFAcTS is used for OHO fee-agreement administrative-review tracking and notices.2026-10-035REL20105PROC_FEE_AGREEMENT_ADMIN_REVIEWusesAPP_WEBAFSwebAFS is used for OAO administrative-review tracking.2026-10-035REL20106PROC_FEE_AGREEMENT_ADMIN_REVIEWusesAPP_HACPSHACPS provides OHO notice templates for fee administrative review.2026-10-035REL20107PROC_FEE_AGREEMENT_ADMIN_REVIEWusesAPP_OAOCPSOAOCPS provides OAO notice templates for fee administrative review.2026-10-035REL20108PROC_FEE_AGREEMENT_ADMIN_REVIEWstores_requests_inAPP_EVIEWAdministrative-review requests and notices are uploaded to eView when an electronic record exists.2026-10-035REL20109PROC_FEE_AGREEMENT_ADMIN_REVIEWstores_requests_inAPP_ENMHALLEX directs use of ENM when applicable for administrative-review request records.2026-10-035REL20110PROC_FEE_AGREEMENT_ADMIN_REVIEWgenerates_notices_viaAPP_FACTSOHO staff use FAcTS templates for fee review notices.2026-10-035REL20111PROC_FEE_AGREEMENT_ADMIN_REVIEWgenerates_notices_viaAPP_HACPSOHO staff may use HACPS templates for fee review notices.2026-10-035REL20112PROC_FEE_AGREEMENT_ADMIN_REVIEWgenerates_notices_viaAPP_OAOCPSOAO staff use OAOCPS templates for fee review notices.2026-10-035REL20113APP_EVIEWtriggers_alerts_viaAPP_EDCSHALLEX says eView upload of fee-review determinations automatically alerts downstream components through EDCS and Evidence Portal.2026-10-035REL20114APP_EVIEWtriggers_alerts_viaAPP_EPHALLEX says eView upload of fee-review determinations automatically alerts downstream components through EDCS and Evidence Portal.2026-10-035REL20115DB_MEDICARE_PARTB_BUYINsupportsPROC_STATE_BUYINThe current SORN identifies the Medicare Part B Buy-In Information System; current POMS independently confirms State buy-in remains an active process.2026-10-034Business association by named record system; physical interface is not asserted.REL20116DB_MEDICARE_PARTB_BUYINsupportsDOM_MEDICAREThe record system contains Medicare Part B buy-in information.2026-10-035REL20117DB_MSP_INFOsupportsDOM_MEDICAREThe record system contains Medicare Savings Programs information.2026-10-035REL20118DATA_DAFsupportsDOM_TITLE2DAF covers disability beneficiaries receiving OASDI/DI benefits.2026-10-035REL20119DATA_DAFsupportsDOM_TITLE16DAF covers SSI disability recipients.2026-10-035REL20120DATA_DAFincludes_data_fromPROC_TICKET_TO_WORKFY2026 budget says the mostly-complete DAF 2023 included Ticket to Work files.2026-10-035REL20121DATA_DAFlinked_toSYS_MEFSSA 2021 disability-employment chartbook uses DAF21 linked to the Master Earnings File.2026-10-035Observed for DAF21 research use; not asserted as a permanent ETL interface.REL20122PROJ_DRSproducedDATA_NBSNBS was one of the three surveys under the Disability Research Surveys project.2026-10-035REL20123DATA_NBSsupportsDOM_TITLE2NBS includes OASDI/DI disability beneficiaries.2026-10-035REL20124DATA_NBSsupportsDOM_TITLE16NBS includes SSI disability recipients.2026-10-035REL20125DB_PASS_MIsupportsDOM_TITLE16PASS is an SSI work-incentive program and the current SORN catalog maintains a PASS Management Information System record system.2026-10-034No current runtime application/interface is inferred from the SORN alone.REL20126DB_SVB_CLAIMS_MIsupportsDOM_SVBThe current SORN title explicitly covers Title VIII Special Veterans Benefits claims development and management information.2026-10-035REL20127ORG_PASS_CADREusesAPP_PASS_CISPASS Specialists/AWICs must use PASS CIS to initiate, develop, adjudicate, and monitor PASS applications.2026-10-035REL20128APP_PASS_CISsupportsPROC_PASSPOMS requires all PASS applications and decisions to be documented in PASS CIS.2026-10-035REL20129PROC_PASSsupportsDOM_TITLE16PASS is an SSI work-incentive process affecting income/resource exclusions and SSI eligibility/payment.2026-10-035REL20130DATA_SSA545received_byORG_SSA_FIELD_OFFICESField offices receive completed SSA-545-BK PASS applications.2026-10-035REL20131DATA_SSA545ingested_intoAPP_WORKTRACKField offices scan SSA-545-BK and accompanying PASS material into WorkTrack.2026-10-035REL20132DATA_SSA545stored_inAPP_EVIEWPASS documentation is stored in eView when the certified electronic folder applies.2026-10-035REL20133DATA_SSA545stored_inAPP_EPPASS documentation may be stored in Evidence Portal.2026-10-035REL20134UI_MSSICS_ISEIpart_ofAPP_MSSICSPOMS identifies iSEI as an MSSICS screen used for approved PASS self-employment earnings.2026-10-035REL20135UI_MSSICS_RFIApart_ofAPP_MSSICSPOMS identifies RFIA as an MSSICS screen used to exclude a PASS/business account as a resource.2026-10-035REL20136PROC_PASSusesUI_MSSICS_ISEIApproved self-employment PASS cases post net earnings on iSEI.2026-10-035REL20137PROC_PASSusesUI_MSSICS_RFIAApproved self-employment PASS cases exclude PASS/business accounts on RFIA.2026-10-035REL20138PROC_PASSupdatesSYS_SSRPASS specialists add remarks/status information to the SSR as appropriate.2026-10-035REL20139APP_MAPSprocessesPROC_EXTRA_HELPSSA employees use MAPS to take and process Extra Help applications.2026-10-035REL20140DATA_SSA1020_OCRinput_toAPP_MAPSField offices enter SSA-1020-OCR application data into MAPS unless routed for WBDOC processing under stated conditions.2026-10-035REL20141SVC_I1020supportsPROC_EXTRA_HELPi1020 is the online Extra Help application channel.2026-10-035REL20142SVC_I1020application_data_later_managed_inAPP_MAPSOnce accepted, MAPS screens can query or change data from an i1020 application; POMS explicitly says i1020 does not use or interface with MAPS screens for initial input.2026-10-035Do not interpret this as a direct screen-to-screen input interface.REL20143APP_MAPSstores_application_copy_inAPP_ORSPOMS requires printing the MAPS application so it is stored in the Online Retrieval System.2026-10-035REL20144APP_MAPSexecutesPROC_MAPS_VERIFICATIONMAPS compares application data with agency data and sends cases to verification when specified discrepancies affect eligibility.2026-10-035REL20145UI_MAPS_DEV_WORKSHEETpart_ofAPP_MAPSMAPS creates verification issues on its Development Worksheet.2026-10-035REL20146ORG_WSUperformsPROC_MAPS_VERIFICATIONMAPS can assign Extra Help verification work to a Workload Support Unit.2026-10-035REL20147ORG_SAUusesAPP_MAPSSubsidy Appeals Unit staff use MAPS in correction/appeals contexts.2026-10-034The source identifies SAU/MAPS operational use; exact organizational placement is not modeled.REL20148APP_MAPSsupportsDOM_MEDICAREMAPS processes Medicare Part D Extra Help eligibility.2026-10-035REL20149DATA_MSP_OUTREACH_FILEgenerated_fromSYS_MBRSSA uses MBR data to produce candidate outreach files.2026-10-035REL20150DATA_MSP_OUTREACH_FILEgenerated_fromSYS_SSRSSA uses SSR data to produce candidate outreach files.2026-10-035REL20151DATA_MSP_OUTREACH_FILEgenerated_fromAPP_MAPSSSA uses MAPS data to produce candidate outreach files.2026-10-035REL20152PROC_MSP_OUTREACHusesDATA_MSP_OUTREACH_FILEOutreach vendors use system-generated files to mail letters to potential eligibles.2026-10-035REL20153PROC_MSP_OUTREACHsupportsDOM_MEDICAREOutreach identifies potential MSP and Extra Help eligibles.2026-10-035REL20154PROC_EXTRA_HELPproducesEX_MSP_STATE_REFERRALAn Extra Help application decision triggers transmission of referral data to the appropriate state unless the beneficiary objects.2026-10-035REL20155EX_MSP_STATE_REFERRALsends_toORG_STATE_MEDICAIDSSA sends Extra Help application decision data to the appropriate state Medicaid agency to begin MSP processing.2026-10-035REL20156EX_MSP_STATE_REFERRALserves_partnerORG_STATE_MEDICAIDState Medicaid agencies receive the referral and make MSP/Medicaid eligibility determinations.2026-10-035REL20157ORG_CMSprovides_deemed_status_toAPP_MAPSCMS notifies SSA of deemed Extra Help eligibility and the information is available in MAPS.2026-10-035REL20158PROC_PW_ACCRETIONsubprocess_ofPROC_STATE_BUYINPublic Welfare accretion is a State Part B buy-in process.2026-10-035REL20159PROC_PW_ACCRETIONusesIFACE_MCS_HI19When using MCS, HI19 is used to initiate State buy-in.2026-10-035REL20160UI_CCE_HEALTH_INSURANCEpart_ofAPP_CCECCE Health Insurance / Benefits Leads workflow includes the option to initiate State buy-in.2026-10-035REL20161PROC_PW_ACCRETIONusesUI_CCE_HEALTH_INSURANCEWhen using CCE, staff choose Medicaid status and initiate State buy-in through the Health Insurance workflow.2026-10-035REL20162PROC_PW_ACCRETIONmay_invokePROC_MALPFor certain SSI recipients without a Title II application, MALP initiates Title II development or establishes the MBR for an uninsured individual.2026-10-035REL20163PROC_PW_ACCRETIONverifies_withORG_STATE_MEDICAIDIn alert states and certain non-SSI cases, SSA verifies Medicaid eligibility with the state Medicaid agency before buy-in.2026-10-035REL20164PROC_PW_ACCRETIONstores_verification_inAPP_EPState Medicaid eligibility verification is documented on SSA-5002 and stored in Evidence Portal in specified cases.2026-10-035REL20165DATA_CMS1957formerly_supportedPROC_STATE_BUYINCMS-1957 historically facilitated escalation of State buy-in problems.2026-10-035REL20166PROC_SVB_CLAIMsupportsDOM_SVBProcess administers Title VIII Special Veterans Benefits claims.2026-04-134REL20167PROC_SVB_CLAIMinitially_handled_byORG_SSA_FIELD_OFFICESServicing field offices process domestic SVB claims until foreign residency is established.2026-04-134REL20168PROC_SVB_CLAIMtransfers_toORG_SVB_CPSCentral Processing Sites handle foreign-filed applications and actions after foreign residency is established.2026-04-134REL20169PROC_SVB_CLAIMusesAPP_MSSICSPOMS says SVB is paid through the SSI system and its update function is accessed through MSSICS/Direct SSR Update.2026-04-134REL20170FUNC_SVB_UPDATEpart_ofIFACE_SSI_DIRECT_SSRThe Special Veterans Benefit update function is selected from the Direct SSR Update menu.2026-04-134REL20171FUNC_SVB_UPDATEupdatesSYS_SSRThe SVB update function applies the Title VIII indicator and related record actions to the SSR.2026-04-134REL20172DATA_SVB_INDICATORstored_onSYS_SSRA permanent Title VIII/SVB indicator is posted to the record.2026-04-134REL20173UI_SSIRDdisplaysDATA_SVB_INDICATORThe SVB indicator appears in the Case Header segment of SSIRD.2026-04-134REL20174APP_FONSgenerates_manual_notices_forPROC_SVB_CLAIMSVB automated notices are suppressed and staff prepare manual notices in FONS.2026-04-134REL20175DB_SVB_CLAIMS_MIsupportsPROC_SVB_CLAIMThe current SORN identifies a Title VIII SVB claims development and management information record system.2026-10-034SORN title establishes business support, not a direct technical interface.REL20176PROC_BL_RESIDUAL_SUPPORTsupportsDOM_BLACK_LUNGSSA continues designated post-entitlement actions after primary Part B administration transferred to DOL.2026-10-034REL20177PROC_BL_RESIDUAL_SUPPORTcoordinates_withORG_DOLSSA residual Part B work operates under a reimbursable agreement with DOL.2026-10-034REL20178EX_CMA1015_DOL_BLBsupportsDOM_TITLE16The DOL Part B match is used to verify that recipients receive the correct SSI payment amount.2026-10-035REL20179DATA_DOL_BLC_MONTHLY_FILEsent_byORG_DOLDOL provides SSA a monthly payment file of live miners entitled to Part C Black Lung benefits.2026-10-034REL20180DATA_DOL_BLC_MONTHLY_FILEmatched_againstSYS_MBRDOL Part C records are matched against MBR records to generate alerts.2026-10-034REL20181DATA_DOL_BLC_MONTHLY_FILEsource_file_forEX_CMA1003_DOL_BLCThe DOL monthly Part C payment information underlies the SSA Black Lung Part C matching/alert process.2026-10-034REL20182PROC_BL_PARTC_OFFSETusesAPP_ICF_T2POMS directs staff to update Black Lung Part C offset through ICF WC.2026-10-034REL20183PROC_BL_PARTC_OFFSETusesDATA_DOL_BLC_MONTHLY_FILEThe monthly DOL Part C payment file serves as a third-party report for offset processing.2026-10-034REL20184DB_BLACK_LUNG_PAYMENThistorically_containsDB_BL_PAYMENT_MASTERThe detailed BLPS SORN describes a Payment Master Record as one of two internal files.1987-03-253Historical internal structure only; exact 2026 decomposition is unverified.REL20185DB_BLACK_LUNG_PAYMENThistorically_containsDB_BL_BENEFIT_MASTERThe detailed BLPS SORN describes a Benefit Master Record as one of two internal files.1987-03-253Historical internal structure only; exact 2026 decomposition is unverified.REL20186DB_BL_PAYMENT_MASTERhistorically_matched_monthly_withDB_BL_BENEFIT_MASTERThe 1987 SORN states the two BLPS files were matched once a month.1987-03-253Historical architecture; current implementation not reverified.REL202APP_SSI_PAYHIST_CORRfeedsAPP_SSI_FINVERIFYCorrected Treasury items feed Financial Verification nightly2026-10-034REL203APP_SSI_FINVERIFYreceives_fromORG_TREASURYProcesses Treasury input files2026-10-034REL204APP_PAYMTsends_payment_files_toORG_TREASURYProduces daily and monthly SSI payment files for Treasury2026-10-034REL205APP_SSI_TREASURYreadsSYS_SSRReads monthly SSR Master2026-10-034REL206APP_SSI_TREASURYdistributes_changes_toEX_SDXDistributes payment-related change records to SDX2026-10-034REL207APP_SSI_TREASURYdistributes_changes_toAPP_DAILY_FAXDistributes payment-related change records to Daily/Monthly FAX2026-10-034REL208APP_SSI_REDETusesAPP_MSSICSCurrent POMS directs redeterminations into the SSI Claims System/MSSICS screens2026-10-035REL209APP_SSIMWVposts_wages_toSYS_SSRCurrent POMS uses SSIMWV for monthly wage reports and SSI record updates2026-10-035REL20_001APP_ICLAIMlaunchesAPP_I3368Current POMS says the i3368 opens after an Internet user submits iClaim.2026-10-035REL20_002APP_I3368stores_partial_inDB_INTERNET_REPORTUnsubmitted i3368 partials are retained, archived and later purged from the Internet Report Database.2026-10-035REL20_003APP_I3820stores_partial_inDB_INTERNET_REPORTUnsubmitted i3820 partials are retained, archived and later purged from the Internet Report Database.2026-10-035REL20_004APP_I3441stores_partial_inDB_INTERNET_REPORTUnsubmitted i3441 partials are retained, archived and later purged from the Internet Report Database.2026-10-035REL20_005APP_IAPPEALSlaunchesAPP_I3441iAppeals screening and appeal submission gives users access to the i3441.2026-10-035REL20_006APP_I3368propagates_data_toAPP_EDCSSubmitted i3368 data can propagate to EDCS; partials cannot.2026-10-035REL20_007APP_I3820propagates_data_toAPP_EDCSCurrent i3820 procedures direct propagation into EDCS.2026-10-035REL20_008APP_I3441propagates_data_toAPP_EDCSAppeal intake procedures create the appeal case in EDCS and propagate the i3441.2026-10-035REL20_009APP_IQFqueriesDB_INTERNET_REPORTIQF queries access Internet Report Database information and control Internet workloads.2026-10-035REL20_010APP_IQFaccessed_viaTECH_PCOMPOMS routes IQF access through SSA mainframe shared processes / PCOM workflows.2026-10-035REL20_011APP_IWMIaccessed_viaTECH_PCOMPOMS instructs users to open PCOM and select WMS listings to request iWMI.2026-10-035REL20_012APP_IWMIprovidesDATA_SUBMITTED_IDR_LISTiWMI provides the Submitted Disability Reports Listing of received Internet transmissions.2026-10-035REL20_013APP_I3368appears_onDATA_SUBMITTED_IDR_LISTSubmitted Internet Disability Reports are represented on the iWMI submitted-report workload listing.2026-10-034POMS describes the listing generically for IDRs; this relationship does not imply identical fields for every report type.REL20_014APP_I3820appears_onDATA_SUBMITTED_IDR_LISTSubmitted Internet Disability Reports are represented on the iWMI submitted-report workload listing.2026-10-034POMS describes the listing generically for IDRs; this relationship does not imply identical fields for every report type.REL20_015APP_I3441appears_onDATA_SUBMITTED_IDR_LISTSubmitted Internet Disability Reports are represented on the iWMI submitted-report workload listing.2026-10-034POMS describes the listing generically for IDRs; this relationship does not imply identical fields for every report type.REL20_016APP_I3368callsAPP_CAL_SELECTIONAfter medical conditions are entered, i3368 calls CAL selection software.2026-10-035REL20_017APP_CAL_SELECTIONhoused_withinAPP_QDD_MODELPOMS describes CAL selection software as housed within the Predictive Model; the Atlas maps that term to the QDD predictive-model entity.2026-10-035REL20_018APP_CAL_SELECTIONidentifies_cases_inAPP_EDCSCAL software identifies EDCS cases for fast-track processing.2026-10-035REL20_019APP_QDD_MODELidentifies_cases_inAPP_EDCSThe QDD predictive model identifies initial EDCS cases for QDD fast-track processing.2026-10-035REL20_020PLAT_EDIBhas_documented_componentAPP_ARPSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_021PLAT_EDIBhas_documented_componentDB_ARPS_MIThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_022PLAT_EDIBhas_documented_componentAPP_CFRMSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_023PLAT_EDIBhas_documented_componentAPP_CPMSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_024PLAT_EDIBhas_documented_componentDB_CPMS_MIThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_025PLAT_EDIBhas_documented_componentDB_CAL_QDD_DMThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_026PLAT_EDIBhas_documented_componentDB_DISABILITY_DATABASE_SYSTEMThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_027PLAT_EDIBhas_documented_componentDB_DIODSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_028PLAT_EDIBhas_documented_componentAPP_DGSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_029PLAT_EDIBhas_documented_componentREPO_DMA_ECLIENTThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_030PLAT_EDIBhas_documented_componentDB_ECAT_MIThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_031PLAT_EDIBhas_documented_componentDB_ERE_MIThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_032PLAT_EDIBhas_documented_componentDB_HIT_MIThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_033PLAT_EDIBhas_documented_componentAPP_LAWSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_034PLAT_EDIBhas_documented_componentAPP_MIDASThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_035PLAT_EDIBhas_documented_componentAPP_NDDSSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_036PLAT_EDIBhas_documented_componentAPP_NVF_FEEDSThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_037PLAT_EDIBhas_documented_componentAPP_NVF_MGMTThe 2018 eDIB PIA explicitly lists this system, repository, datamart, management-information subsystem or application inside the eDIB authorization boundary.2018-02-014Historical architecture boundary only; current status must be established separately.REL20_038APP_RZWIZreadsSYS_SSRRZwiz automatically retrieves or reviews this record/query as part of SSI redetermination interview support.2026-10-035REL20_039APP_RZWIZqueriesQRY_SSIDRZwiz automatically retrieves or reviews this record/query as part of SSI redetermination interview support.2026-10-035REL20_040APP_RZWIZqueriesQRY_DEQYRZwiz automatically retrieves or reviews this record/query as part of SSI redetermination interview support.2026-10-035REL20_041APP_RZWIZqueriesQRY_SEQYRZwiz automatically retrieves or reviews this record/query as part of SSI redetermination interview support.2026-10-035REL20_042APP_RZWIZqueriesDB_NDNHRZwiz automatically retrieves or reviews this record/query as part of SSI redetermination interview support.2026-10-035REL20_043APP_RZWIZaccessed_viaTECH_PCOMRZwiz instructions require a PCOM session when requesting queries.2026-10-035REL20_044QRY_SSIDdisplaysSYS_SSRSSID presents Supplemental Security Record information for review.2026-10-035REL20_045QRY_FACTdisplaysSYS_MBRFACT is the full account / full MBR query used in Title II workflows.2026-10-035REL20_046APP_CATSsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_047APP_DDSQsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_048QRY_FACTsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_049APP_MCSsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_050APP_MSSICSsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_051APP_MDW_AIsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_052QRY_OFFLINE_CCTLsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_053QRY_OHAQsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_054APP_PCACSsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_055QRY_QRSLsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_056QRY_SSIDsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_057APP_ROQSsupportsPROC_MEDICAL_FOLDER_SEARCHPOMS DI 13015.080 directs field-office staff to query this source when attempting to locate a medical folder.2024-02-065REL20_058APP_CATSreceives_claim_data_fromSYS_MBRCATS records include beneficiary and claims-related information from the Master Beneficiary Record.2018-11-015REL20_059APP_CATSreceives_claim_data_fromSYS_SSRCATS records include beneficiary and claims-related information from the Supplemental Security Income Record.2018-11-015REL20_060APP_800_CLAIMSpart_ofSVC_NATIONAL_800PIA describes claims status as an automated application within the National 800-Number.2008-02-155REL20_061APP_800_VOICEpart_ofSVC_NATIONAL_800PIA states TVDC enhances the N8NN automated telephone application system.2008-10-115REL20_062APP_800_EMPVERpart_ofSVC_NATIONAL_800Employer verification is an automated telephone application in the National 800 Number environment.2025-02-115REL20_063APP_800_EMPVERuses_registration_forAPP_SSNVSPIA states TNEV is limited to users registered for SSNVS and uses those service credentials for verification.2025-02-115REL20_064CON_HV_PRINTER_RFI_2026intended_to_supportORG_DDSSAM.gov says the RFI seeks high-volume printers for SSA offices nationwide to help DDS offices improve service.2026-07-095Procurement intent only; no award or deployment inferred.REL210APP_SSIMWVarchives_receipts_toAPP_ORSCurrent POMS says SSIMWV receipts are archived to ORS2026-10-035REL211APP_MYWRposts_wages_toSYS_SSRCurrent POMS recognizes myWR-submitted wages as posted to SSI claims/SSR2026-10-035REL212APP_MYWRpasses_wage_data_toAPP_EWORKCurrent wage instructions support cross-program wage use; exact implementation boundary remains application-dependent2026-10-034REL213APP_SSAMWRposts_wages_toSYS_SSRMobile wage reports update SSI wage information2026-10-035REL214APP_SSITWRposts_wages_toSYS_SSRTelephone wage reports update SSI wage information2026-10-035REL215APP_WEIAauthorizesEX_PIEWEIA records authorization needed for payroll-provider exchange2026-10-035REL216EX_PIEupdatesAPP_MSSICSPIE automatically updates wage/employment information to active SSI Claims System cases when system conditions are met2026-10-035REL217EX_PIEprovidesDOM_EARNINGSPIE provides wage and employment information from payroll data providers2026-10-035REL218APP_MSSICSchecksDB_EAPMSSICS EAP process checks EAP database before allowing payment2026-10-035REL219APP_MSSICSsends_eap_toAPP_TPPSEAP data propagate from MSSICS to TPPS after same-day establishment/approval/transmission2026-10-035REL220APP_MSSICSupdatesSYS_SSREAP data must be transmitted to SSR the same day and are sent in overnight processing2026-10-035REL221DB_SUMS_T16_PEODScontains_data_fromAPP_SSTNGPEODS explicitly includes Starz & Stripes workload-control data2026-10-035REL222DB_T16_DW_STAGINGfeedsDB_WMDWCurrent inventory says staging instance provides Title XVI processing-time data to WMDW2026-10-035REL223DB_SSRPTstages_updates_forSYS_SSRHolds temporary SSR images before nightly update to actual SSR2026-10-035REL224STRUCT_DSPEis_subsection_ofSYS_SSRData.gov defines DSPE as a post-eligibility subsection of SSR2026-10-035REL225DB_SSI_PE_REJECT_PROGreports_failed_updates_toSYS_SSRLists batch PE transactions that fail to update SSR2026-10-035REL226DB_SSI_PE_REJECT_MIreports_failed_updates_toSYS_SSRMI lists batch PE transactions that fail to update SSR2026-10-035REL227DB_T16_FO_DIARY_PROGsupportsDOM_TITLE16Weekly pending diaries used to control SSI workloads2026-10-035REL228DB_T16_FO_DIARY_MIsupportsDOM_TITLE16Weekly pending diaries used to control SSI workloads2026-10-035REL229DB_BCAS_T16supportsDOM_TITLE16Stores Title XVI payment-certification information2026-10-035REL230DB_AFI_MIsupportsAPP_AFIIManagement information covers financial-institution requests/responses for Title XVI eligibility2026-10-035REL231EX_MEF_SSR_MATCHmatchesSYS_MEFSemiannual match uses Master Earnings File2026-10-035REL232EX_MEF_SSR_MATCHmatchesSYS_SSRSemiannual match uses Supplemental Security Record2026-10-035REL233EX_MEF_SSR_MATCHsupportsDOM_TITLE16Identifies discrepant earnings for SSI-eligible persons2026-10-035REL234EX_SSI_IRS_1099sends_finder_data_fromDOM_TITLE16SSA sends a Title XVI finder file to IRS2026-10-035REL235EX_SSI_IRS_1099receives_fromORG_IRSIRS returns 1099 information to SSA2026-10-035REL236EX_OCSE_SSI_WAGE_ALERTreceives_fromORG_OCSEOCSE provides state/federal wage and unemployment data used in the quarterly SSI match2026-10-035REL237EX_OCSE_SSI_WAGE_ALERTsupportsDOM_TITLE16Detects possible SSI overpayments from unreported wage/unemployment data2026-10-035REL238EX_T16_OPMreceives_fromORG_OPMMonthly OPM Civil Service benefit/payment data2026-10-035REL239EX_T16_OPMsupportsDOM_TITLE16Used to verify SSI eligibility factors2026-10-035REL240SYS_NUMIDENTauthoritative_store_forDOM_ENUMERATIONSSA Open Data identifies Numident as the database system of record for enumeration data.2026-10-035REL241APP_SSNECsupportsDOM_ENUMERATIONSSNEC architecture assigns SSNs, issues cards and establishes the card print file.2026-10-034Historical PIA architecture; does not establish the exact 2026 component boundary.REL242APP_SSNAPsupportsDOM_ENUMERATIONCurrent POMS uses SSNAP for electronic SSN card applications and record maintenance.2026-10-035REL243APP_SSNAPupdatesSYS_NUMIDENTCurrent POMS directs technicians to create new Numident iterations or use NCP in SSNAP for documented corrections.2026-10-035REL244APP_IRONprovides_source_documents_toAPP_SSNAPPaper SS-5 and microprint records used for correction review are available in IRON; links are available in SSNAP.2026-10-035REL245APP_SS5_REPRINTSprovides_source_documents_toAPP_SSNAPSS-5 Reprints provides prior application records used for Numident correction review through SSNAP.2026-10-035REL246PROC_NCPpart_ofAPP_SSNAPPOMS explicitly identifies Numident Correction Processing as a function in SSNAP.2026-10-035REL247PROC_NCPcorrectsSYS_NUMIDENTNCP corrects documented keying errors on an existing Numident iteration.2026-10-035REL248DB_SSNAP_TXstores_transactions_forAPP_SSNAPSSA inventories a database storing data for all transactions in the enumeration process.2026-10-035REL249DB_SSNAP_AUDITlogs_transactions_forAPP_SSNAPSSA inventories a database that logs enumeration transactions processed by SSNAP.2026-10-035REL250DB_SSNAP_MIprovides_management_information_forAPP_SSNAPSSA inventories SSN Application Process MI as information about the enumeration process.2026-10-035REL251DB_SSNAP_MI_ODSprovides_reporting_forAPP_SSNAPEnumeration ODS supports ad hoc query and standard MI reports.2026-10-035REL252DB_SSNAP_MI_ODSusesTECH_DB2SSA explicitly describes the Enumeration ODS as being in DB2.2026-10-035REL253DB_SSNAP_MI_ODSuses_architectureARCH_SUMSSSA explicitly says the ODS uses SUMS standards and architecture.2026-10-035REL254DB_ENUM_WAREHOUSEsupports_workload_control_forDOM_ENUMERATIONEnumeration Warehouse stores workload-control information for employees managing enumeration workloads.2026-10-035REL255APP_OSSNAPsupportsDOM_ENUMERATIONoSSNAP supports online original/replacement SSN card application processing.2026-10-035REL256APP_ISSNRCintegrated_intoAPP_OSSNAPEffective January 31, 2026, iSSNRC functionality was integrated into oSSNAP as the authenticated self-service path.2026-10-035REL257EX_EABsupportsDOM_ENUMERATIONEAB permits automated newborn SSN applications through state birth-registration processes.2026-10-035REL258EX_EABreceives_fromORG_STATE_BVSState vital records agencies electronically transmit EAB records to SSA.2026-10-035REL259EX_EABposts_toSYS_NUMIDENTPOMS states EAB records post to the Numident; an existing SSN can receive the EAB record without a new card.2026-10-035REL260EX_EAEsupportsDOM_ENUMERATIONEAE allows automated SSN assignment or replacement-card issuance for admitted lawful permanent residents.2026-10-035REL261EX_EAEreceives_fromORG_DOSDoS collects enumeration data during the immigrant visa process and transmits it to DHS.2026-10-035REL262EX_EAEreceives_fromORG_USCISUSCIS electronically sends enumeration data to SSA via the EAE interface.2026-10-035REL263EX_EAEexception_work_routes_toAPP_SSNAPUnprocessed EAE records can remain on the enumeration pending file and are retrieved/resolved in SSNAP.2026-10-035REL264EX_EBEsupportsDOM_ENUMERATIONEBE supports automated original/replacement SSN card processing for approved USCIS applications.2026-10-035REL265EX_EBEreceives_fromORG_USCISUSCIS electronically transmits approved EBE enumeration data to SSA.2026-10-035REL266EX_EBEexception_work_routes_toAPP_SSNAPEBE applications that cannot process automatically remain pending in SSNAP as Investigate or Not Completed.2026-10-035REL267APP_NOVUreadsSYS_NUMIDENTNOVU is documented as a mainframe application that accesses Numident for real-time SSN verification.2026-10-035REL268APP_NOVUruns_onTECH_MAINFRAMENOVU is explicitly described as a mainframe application.2026-10-035REL269APP_SVSreadsSYS_NUMIDENTSVS is a mainframe program that accesses Numident for SSN verification.2026-10-035REL270APP_SVSruns_onTECH_MAINFRAMESVS is explicitly described as a mainframe program.2026-10-035REL271APP_SVS_LITEuses_verification_process_ofAPP_SVSSVS Lite uses the same verification process as SVS while returning only data needed by OCSE.2026-10-034REL272APP_SVS_LITEserves_partnerORG_OCSESVS Lite is documented as used exclusively by OCSE for batch SSN verification.2026-10-034REL273APP_SVS_LITEruns_onTECH_MAINFRAMESVS Lite is explicitly described as a mainframe program.2026-10-034REL274APP_EVSsupportsDOM_SSNVEVS performs batch SSN verification for external and internal requesters.2026-10-035REL275APP_SSNVSsupportsDOM_SSNVCurrent SSNVS verifies employee names and SSNs against SSA records for wage-reporting purposes.2026-10-035REL276APP_SSNVSaccessed_viaPLAT_BSOSSNVS is a current service in Business Services Online.2026-10-035REL277APP_SSNVSuses_online_backendAPP_NOVUSSA's back-end architecture metadata states online SSNVS requests use NOVU.2026-10-034Backend metadata is 2016; current SSNVS operation is independently corroborated, but the backend mapping has not been re-published recently.REL278APP_SSNVSuses_batch_backendAPP_EVSSSA's back-end architecture metadata states SSNVS batch requests use EVS.2026-10-034Backend metadata is 2016; current SSNVS and current EVS are independently corroborated.REL279APP_VAMSchecks_account_forAPP_EVSCurrent VAMS metadata says EVS requests are verified in VAMS before processing.2026-10-035REL280APP_VAMSchecks_account_forAPP_NOVUCurrent VAMS metadata says NOVU requests are verified in VAMS before processing.2026-10-035REL281APP_VAMSchecks_account_forEX_SVESCurrent VAMS metadata says SVES requests are verified in VAMS before processing.2026-10-035REL282APP_VAMSchecks_account_forEX_SOLQCurrent VAMS metadata says SOLQ requests are verified in VAMS before processing.2026-10-035REL283APP_DEVOinterfaces_withAPP_VAMSDEVO uses VAMS for account status, processing parameters and transaction counts.2026-10-034REL284APP_DEVOmodernization_target_forAPP_EVSSSA metadata describes EVS as being reengineered into DEVO; current EVS metadata says replacement is still future.2026-10-035This is a migration target, not a completed replacement.REL285APP_DEVOmodernization_target_forAPP_NOVUSSA DEVO metadata describes NOVU as a legacy verification application being reengineered into DEVO.2026-10-034Not modeled as completed.REL286APP_DEVOmodernization_target_forEX_SVESSSA DEVO metadata describes SVES as a legacy exchange being reengineered into DEVO.2026-10-034Not modeled as completed.REL287APP_DEVOmodernization_target_forEX_SOLQSSA DEVO metadata describes SOLQ as a legacy exchange being reengineered into DEVO.2026-10-034Not modeled as completed.REL288DB_ONLINE_EVS_MIsupportsDOM_SSNVCurrent SSA inventory identifies this as MI for several SSN verification systems that verify against Numident.2026-10-035REL289UTIL_GUNSCHIPreadsSYS_NUMIDENTCurrent SSA inventory says GUNSCHIP reads and retrieves selected Numident data.2026-10-035REL290UTIL_GUNPUC03readsSYS_NUMIDENTCurrent SSA inventory says GUNPUC03 reads and retrieves selected Numident data.2026-10-035REL291SVC_GUVERF02usesUTIL_GUNSCHIPLegacy service metadata says GUVERF02 retrieves Numident records by calling GUNSCHIP.2026-10-033REL292SVC_GUVERF02usesTECH_WEBSPHERELegacy service metadata documents a WebSphere/CICS interface.2026-10-033REL293SVC_GUVERF02usesTECH_CICSLegacy service metadata documents a WebSphere/CICS interface.2026-10-033REL294SVC_GUVERF02verifies_againstSYS_NUMIDENTLegacy service metadata says GUVERF02 compares input identity fields with corresponding Numident fields.2026-10-033REL295EX_SSOLVserves_partnerORG_STATESPOMS documents SSOLV as real-time SSN verification for state motor-vehicle administrations.2026-10-034REL296EX_SSOLVroutes_throughORG_AAMVAAAMVAnet/AAMVA acts as the conduit between authorized state agencies and SSA.2026-10-034REL297EX_SSOLVuses_backendAPP_NOVUSSA metadata identifies SSOLV as a system using NOVU for verification.2026-10-034Backend description is legacy-dated.REL298EX_HAVVserves_partnerORG_STATESCurrent SSA HAVV documentation describes state voter-registration verification using four SSN digits.2026-10-035REL299EX_HAVVroutes_throughORG_AAMVASSA exchange metadata identifies AAMVA connectivity between SSA and state MVAs for HAVV.2026-10-034REL300EX_HAVVsupportsDOM_SSNVHAVV verifies submitted SSN digits, name and date of birth.2026-10-035REL301EX_HAVVprovidesDOM_DEATHHAVV response categories include alive/deceased status from SSA records.2026-10-035REL302DB_HAVV_ODSprovides_management_information_forEX_HAVVHAVV ODS records management information about voter-identification transactions.2026-10-035REL303EX_ISVERserves_partnerORG_DOSISVER metadata describes a real-time reimbursable SSN verification service for passport applicants.2026-10-033REL304EX_ISVERsupportsDOM_SSNVISVER verifies SSNs and other identifying information for Department of State passport adjudication.2026-10-033REL305EX_EVERIFYserves_partnerORG_DHSSSA E-Verify participates in the DHS/USCIS automated employment-eligibility confirmation process.2026-10-033REL306EX_EVERIFYverifies_againstSYS_NUMIDENTSSA E-Verify metadata says the SSA system derives a verification code from SSN/DOB/name data in Numident.2026-10-033REL307APP_ECBSVexposes_interfaceSVC_ECBSV_APICurrent SSA technical documentation describes an SSA Verification API for eCBSV permitted entities.2026-10-035REL308SVC_ECBSV_APIusesTECH_OIDCCurrent eCBSV technical documentation identifies this technology as part of direct API access requirements.2026-10-035REL309SVC_ECBSV_APIusesTECH_OAUTH2Current eCBSV technical documentation identifies this technology as part of direct API access requirements.2026-10-035REL310SVC_ECBSV_APIusesTECH_JWTCurrent eCBSV technical documentation identifies this technology as part of direct API access requirements.2026-10-035REL311SVC_ECBSV_APIusesTECH_REST_JSONCurrent eCBSV technical documentation identifies this technology as part of direct API access requirements.2026-10-035REL312SVC_ECBSV_APIusesTECH_JWECurrent eCBSV technical documentation identifies this technology as part of direct API access requirements.2026-10-035REL313APP_DIPSupdatesSYS_NUMIDENTCurrent POMS requires DIPS to add, change or remove death information on Numident.2026-10-035REL314APP_DIPSposts_death_toDOM_TITLE2DIPS delete removes death from the Title II payment system and DIPS entries generally post to payment records.2026-10-035REL315APP_DIPSconditionally_posts_death_toDOM_TITLE16DIPS generally posts to payment records, but current POMS explicitly says a DIPS death deletion does not automatically remove death from the Title XVI record.2026-10-035The relationship is deliberately conditional because Title XVI delete/reinstatement requires corrective action.REL316APP_DATSreceives_alerts_fromAPP_DIPSCurrent DATS instructions identify DIPS-generated death-alert types.2026-10-035REL317APP_DATSreconciles_withSYS_NUMIDENTCurrent DATS alerts include cases where death is on Numident but not payment record(s).2026-10-035REL318DATA_DMFderived_fromSYS_NUMIDENTSSA says its death-information files are compiled from the Enumeration System/SSN-holder master records; OIG confirms Numident is the official death source.2026-10-035REL319DATA_DMFdistributed_byORG_NTISSSA provides NTIS a public death file excluding state death records; NTIS distributes the public/Limited Access DMF.2026-10-035REL320DB_MULTI_SSN_XREFsupportsDOM_ENUMERATIONCataloged data asset contains cross-reference SSN data used to associate multiple numbers.2026-10-033Dataset description is legacy-dated; no assumption is made about its current physical implementation.REL321APP_ERMSprocesses_earnings_toSYS_MEFERMS receives employer and self-employment earnings and processes the data to MEF.2026-10-034ERMS component architecture comes from a 2007 PIA still relevant as governance/architecture evidence.REL322APP_EWRsubmits_toPROC_AWREWR wage report submissions are transmitted to AWR for processing individual tax forms.2026-10-034EWR PIA is older; current employer services independently confirm the electronic submission channels.REL323PROC_AWRposts_valid_earnings_toSYS_MEFAWR maintains worker earnings; MEF is the current database storing wage and self-employment income.2026-10-035REL324PROC_AWRroutes_unmatched_earnings_toDB_ESFEarnings whose name/SSN cannot be matched are held in the Earnings Suspense File.2026-10-035REL325DB_ESFcontains_items_failing_match_againstSYS_NUMIDENTESF holds earnings for which name/SSN validation does not permit posting to an individual earnings record.2026-10-035REL326DB_ERHFsupportsPROC_AWRERHF stores employer-side report-level wage data by EIN and tax year for AWR.2026-10-035REL327DB_EMPLOYERS_SUBMITTERSsupportsPROC_AWRCurrent inventory says this database supports processing wage files for AWR.2026-10-035REL328DB_EMODSprovides_management_information_forPROC_AWRCurrent ODS houses AWR management information.2026-10-035REL329DB_EARNINGS_DWprovides_management_information_forPROC_AWRCurrent Earnings Data Warehouse contains AWR management information.2026-10-035REL330DB_OWRsupports_online_submissions_forAPP_EWRCurrent OWR database supports W-2/W-2c submissions through SSA internet services.2026-10-035REL331DB_OWR_MIprovides_management_information_forDB_OWRCurrent inventory describes MI for internet W-2/W-2c submissions.2026-10-035REL332DB_EIFreceives_employer_identifiers_fromORG_IRSCurrent inventory states EIN information in EIF is provided by IRS.2026-10-035REL333APP_ICORcorrectsSYS_MEFICOR enables correction of an individual number holder MEF record.2026-10-035REL334APP_ICORused_withDB_ESFCurrent 2025 POMS tells staff to check ICOR and the Earnings Suspense File during earnings discrepancy development.2026-10-035REL335APP_RCORadjustsSYS_MEFRCOR processes employer adjustments to MEF for tax years 1978 and later.2026-10-034REL336APP_RCORadjustsDB_ESFRCOR processes employer adjustments to the Suspense File.2026-10-034REL337APP_ECMShosts_processPROC_REAPElectronic REAP Form SSA-4130 is used within ECMS when ICOR/RCOR cannot perform an adjustment.2026-10-034REL338PROC_REAPposts_adjustments_toSYS_MEFREAP adjustments can post to MEF.2026-10-034REL339PROC_REAPposts_adjustments_toDB_ESFREAP adjustments can post to ESF.2026-10-034REL340DB_EMPLOYER_CTRLexposed_throughSVC_ERQYEmployer Control Data Base/Employer Report Query provide employer wage-report filing/problem information.2026-10-035REL341SVC_ERQYused_for_earnings_development_withAPP_ICORCurrent 2025 discrepancy development instructs staff to inspect ERQY and ICOR.2026-10-035REL342APP_MICEScontrols_work_forDOM_EARNINGSMICES controls earnings correspondence; current inventory also identifies earnings inquiry and quality-review MI functions.2026-10-035REL343APP_ACCUWAGEaccessed_viaPLAT_BSOAccuWage Online is part of BSO.2026-10-035REL344APP_ACCUWAGEvalidatesFMT_EFW2AccuWage tests EFW2 files before SSA submission.2026-10-035REL345APP_ACCUWAGEvalidatesFMT_EFW2CAccuWage tests EFW2C files before SSA submission.2026-10-035REL346APP_W2_ONLINE_2026accessed_viaPLAT_BSOCurrent W-2/W-2C Online is part of SSA employer services accessed through BSO.2026-10-035REL347APP_W2_ONLINE_PREVreplaced_byAPP_W2_ONLINE_2026SSA decommissioned the prior W-2/W-2c Online application September 19, 2026 after releasing the modernized application.2026-10-035REL348SVC_WAGE_FILE_UPLOADaccessed_viaPLAT_BSOWage File Upload is a current BSO electronic filing option.2026-10-035REL349SVC_WAGE_FILE_UPLOADacceptsFMT_EFW2Current electronic wage submission uses SSA EFW2 formatted files.2026-10-035REL350SVC_WAGE_FILE_UPLOADacceptsFMT_EFW2CCurrent electronic correction submission uses SSA EFW2C formatted files.2026-10-035REL351SVC_EWRWSsupportsPROC_AWRCurrent POMS describes EWRWS as a channel for electronically submitting formatted wage reports; current employer materials limit new onboarding.2026-10-035REL352APP_EWRincludes_serviceSVC_WAGE_FILE_UPLOADEWR suite architecture includes Wage File Upload.2026-10-034REL353APP_EWRincludes_interfaceSVC_EWRWSEWR suite architecture includes the wage-reporting web service.2026-10-034REL354PLAT_BSOauthenticates_viaSVC_LOGIN_GOVSSA states BSO employer services now require Login.gov or ID.me rather than legacy BSO credentials.2026-10-035REL355PLAT_BSOauthenticates_viaSVC_IDMESSA states BSO employer services now require Login.gov or ID.me rather than legacy BSO credentials.2026-10-035REL356ORG_WBDOCreceives_paper_reports_forPROC_AWREWR PIA and wage-reporting glossary document Wilkes-Barre as the paper wage-report intake/scan operation.2026-10-033Current routing should be revalidated before treating WBDOC as the sole paper intake path.REL357EX_CAWRexchanges_withORG_IRSCAWR MOU governs SSA/IRS exchange and responsibilities for wage/tax reporting and reconciliation.2026-10-035REL358EX_CAWRsupportsDOM_EARNINGSCAWR shares and reconciles employer wage/tax information.2026-10-035REL359EX_CAWRreconciles_throughDB_RECONCurrent RECON repository is associated with reconciling SSA-reported wages and IRS-reported taxes.2026-10-035REL360DB_RECONcompares_data_fromPROC_AWRRECON compares SSA processed employer wage totals against tax reporting.2026-10-035REL361DB_RECON_CTRLsupportsEX_CAWRLegacy catalog record documents reconciliation control-locator data.2026-10-033Legacy metadata only.REL362DB_RECON_DEVsupportsEX_CAWRLegacy catalog record documents reconciliation development worksheet data.2026-10-033Legacy metadata only.REL363DB_EMPLOYER_SHAREDshared_byAPP_EWORKCurrent inventory explicitly says Employer Database tables are shared with eWork.2026-10-035REL364DB_EMPLOYER_SHAREDshared_byAPP_SSIMWVCurrent inventory explicitly says Employer Database tables are shared with SSI Monthly Wage Verification.2026-10-035REL365EX_OPM_EARNINGSreceives_fromORG_OPMOPM sends SSA a file annually for earnings verification/matching.2026-10-035REL366EX_OPM_EARNINGSmatchesSYS_MEFCurrent inventory explicitly says OPM file is matched against MEF.2026-10-035REL367EX_OPM_EARNINGSmatchesDB_EIFCurrent inventory says OPM file is matched against an Employer Information File (EIF); linked to current SSA Employer Identification File with nomenclature caveat.2026-10-034SSA uses Employer Information File wording in the exchange metadata while the separate inventory asset is Employer Identification File; exact physical identity needs validation.REL368EX_OPM_EARNINGSserves_partnerORG_OPMSSA data returned from the annual match are used by OPM for continued eligibility decisions.2026-10-035REL369EX_PIEstores_inDB_WEI_REPOSSA says monthly PIE information is kept in the Wage and Employment Information Repository.2026-10-035REL370DB_WEI_REPOprovides_toAPP_EWORKCurrent disability POMS says PDP wage information in WEI Repository propagates into eWork.2026-10-035REL371DB_WEI_REPOprovides_toAPP_MSSICSCurrent SSI POMS documents PIE wage information updating SSI Claims System records and SSR under system conditions.2026-10-035REL372ORG_EQUIFAX_WSserves_as_payroll_data_provider_forEX_PIESSA states Equifax is currently the PDP for PIE.2026-10-035REL373CON_PIE_IDIQ_2024awarded_toORG_EQUIFAX_WSFPDS-derived public records identify Equifax Workforce Solutions as awardee for PIE contract 28321324D00060023.2026-10-034Procurement value/award metadata should be reconciled to first-party FPDS/USAspending before financial publication.REL374CON_PIE_IDIQ_2024supportsEX_PIEThe contract is identified as Electronic Payroll Information Exchange (PIE).2026-10-034REL375CON_PIE_TASK_2026task_order_underCON_PIE_IDIQ_2024Public FPDS-derived record identifies 28321326FDS030081 as a delivery order under the PIE IDIQ.2026-10-034REL376CON_PIE_TASK_2026awarded_toORG_EQUIFAX_WSPublic award record identifies Equifax as task-order recipient.2026-10-034REL377CON_PIE_TASK_2026supportsEX_PIETask order description is matched hits for PIE for June 2026-May 2027.2026-10-034REL378PLAT_EDIBhas_documented_componentAPP_EDCSAPP_EDCS is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL379PLAT_EDIBhas_documented_componentAPP_EVIEWAPP_EVIEW is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL380PLAT_EDIBhas_documented_componentAPP_UNIFORMSAPP_UNIFORMS is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL381PLAT_EDIBhas_documented_componentAPP_ECATAPP_ECAT is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL382PLAT_EDIBhas_documented_componentAPP_EREAPP_ERE is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL383PLAT_EDIBhas_documented_componentAPP_MEGAHITAPP_MEGAHIT is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL384PLAT_EDIBhas_documented_componentAPP_EFIAPP_EFI is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL385PLAT_EDIBhas_documented_componentAPP_EAUTH827APP_EAUTH827 is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL386PLAT_EDIBhas_documented_componentDB_NVFDB_NVF is documented inside the eDIB electronic-disability architecture boundary.2026-10-034For legacy PIA components, this expresses documented architecture; current status is separately corroborated where available.REL387PLAT_EDIBgoverns_electronic_folderREPO_EFeDIB provides the electronic-disability framework in which evidence and adjudicative records are maintained in the electronic folder.2026-10-035REL388REPO_CEFelectronic_alternative_toREPO_MDFCEF is the official electronic folder; when EDCS exclusions/limitations prevent full electronic processing, the MDF becomes the official paper folder.2026-10-035REL389APP_EDCSexclusion_routes_toREPO_MDFCurrent POMS requires a paper MDF when an EDCS exclusion or processing limitation is present.2026-10-035REL390APP_EREsubmits_documents_toREPO_EFCurrent ERE permits secure submission of medical, vocational and other evidence to the claimant's electronic folder.2026-10-035REL391APP_EREsupportsDOM_CLAIMFOLDERERE is an electronic evidence-ingestion channel into disability claim folders.2026-10-035REL392DB_ERE_MI_VOLUMEreports_onAPP_ERECurrent ERE MI stores volume information for electronic records processed through the ERE website.2026-10-035REL393DB_ERE_MI_VOLUMEreports_onAPP_FECSCurrent ERE MI reports records processed at each Front End Capture System.2026-10-035REL394DB_ERE_OUTBOUNDsupportsAPP_ERECurrent SSA inventory ties this non-public asset to ERE evidence collected and prepared for eDIB.2026-10-035REL395SVC_ERE_EORpart_ofAPP_EREElectronic Outbound Request is an ERE feature.2026-10-035REL396SVC_ERE_EORsends_evidence_requests_toORG_HIT_PARTNERSERE eOR can deliver consultative-examination and evidence request packages directly to providers.2026-10-035ORG_HIT_PARTNERS is a partner-class node; eOR also reaches providers that may not be HIT-integrated.REL397SVC_ERE_EORreceives_provider_responses_forREPO_EFProviders can attach responses to electronic requests without manually entering barcode index information for routing.2026-10-035REL398APP_EREreceives_ce_reports_forORG_DDSCurrent CE instructions say DDS may receive consultative-examination reports through ERE.2026-10-035REL399APP_MEGAHITreceives_case_trigger_fromAPP_EDCSPOMS says MEGAHIT sends an automated HIT request when the field office transfers an electronic case to DDS and participating sources are present.2026-10-035REL400APP_MEGAHITrequests_medical_evidence_fromORG_HIT_PARTNERSMEGAHIT automates electronic evidence requests to HIT partners/HIEs.2026-10-035REL401APP_MEGAHITstores_received_evidence_inREPO_EFPOMS says MEGAHIT formats returned HIT data into evidence documents stored in the electronic folder.2026-10-035REL402APP_MEGAHITsupportsDOM_CLAIMFOLDERCurrent Open Data inventory identifies HIT Medical Evidence Gathering and Analysis as a disability-claim evidence asset.2026-10-035REL403ORG_HIT_PARTNERSincludes_networkORG_EHEALTH_EXCHANGESSA identifies eHealth Exchange as a longstanding national HIT interoperability partner.2026-10-035REL404ORG_EHEALTH_EXCHANGEconnects_toNETWORK_CAREQUALITYSSA says its eHealth Exchange relationship connects it to healthcare organizations on eHealth Exchange and Carequality networks.2026-10-035REL405ORG_EHEALTH_EXCHANGEselected_qhin_forNETWORK_TEFCASSA selected eHealth Exchange as its QHIN for TEFCA Government Benefits Determination exchange.2026-10-035REL406NETWORK_TEFCAplanned_to_expandAPP_MEGAHITSSA announced TEFCA/QHIN connectivity to expand targeted electronic health-information access for disability decisions.2026-10-034No later first-party source confirming production go-live was found in this run; relationship is recorded as planned/connection-testing rather than completed.REL407DB_NVFsupportsAPP_DCPSCurrent SSA inventory says the National Vendor File supports DCPS and other SSA disability activities.2026-10-035REL408APP_NVF_MGMTmanagesDB_NVFThe eDIB PIA describes an intranet NVF management application consolidating vendor repositories and provider search.2026-10-034REL409APP_NVF_FEEDSfeedsDB_NVFThe eDIB PIA says legacy DDS vendor data flow through EFI to NVF and are staged in the NVF database.2026-10-034Legacy-feed relevance may have changed after nationwide DCPS implementation.REL410APP_NVF_FEEDSroutes_throughAPP_EFIThe eDIB PIA documents NVF legacy data feeds passing through EFI.2026-10-034REL411APP_NVF_FEEDSusesTECH_ABINITIOThe eDIB PIA says staged NVF data migrate to operational tables using Ab Initio software.2026-10-034REL412DB_DIODSreceives_fromAPP_NDDSSCurrent inventory says DIODS stores detailed case information from NDDSS.2026-10-035REL413DB_DIODSprovides_management_information_toORG_DDSDIODS creates subtotals and summaries used for DDS management reports.2026-10-035REL414DB_DCPS_MIprovides_management_information_forAPP_DCPSCurrent SSA inventory describes DCPS MI as supporting management information for DCPS.2026-10-035REL415DW_DCPSsupportsAPP_DCPSCurrent Open Data inventory explicitly says this release supports the DCPS Data Warehouse.2026-10-035REL416DB_DCPS_CORRESPsupports_correspondence_forAPP_DCPSCurrent SSA inventory says the asset supports correspondence information for DCPS.2026-10-035REL417DB_DCPS_CORRESPuses_or_is_tagged_withTECH_THUNDERHEADCurrent DCPS Correspondence metadata includes Thunderhead and COTS as keywords.2026-10-035The metadata supports a technology association but does not establish product version or every correspondence component.REL418APP_DCPSwrites_case_notes_toSTRUCT_DDECurrent POMS says DCPS Case Notes can write to the Disability Determination Explanation.2026-10-035REL419APP_DCPSwrites_case_notes_toSTRUCT_CDWCurrent consultative-examination instructions say a DCPS Case Note can write to the case development worksheet.2026-10-035REL420STRUCT_DDEdocuments_rationale_forAPP_DCPSCurrent POMS uses the DDE to document electronic disability determination/CDR rationale and DCPS assessments.2026-10-035REL421APP_ECATcoexists_withAPP_DCPSCurrent 2026 POMS still identifies workflows that can be processed in eCAT or DCPS.2026-10-035Coexistence is workload-specific; separate guidance removes eCAT from some workflows.REL422APP_ECATbeing_replaced_by_for_some_workflowsAPP_DCPSSSA revised medical-evaluation instructions to complete SSA-416/MA-416 in DCPS and removed eCAT/legacy references for that workflow.2026-10-035This is not a claim that eCAT has been fully retired.REL423DB_ECAT_MIprovides_management_information_forAPP_ECATThe eDIB PIA documents eCAT MI charts/reports for monitoring eCAT usage.2026-10-034REL424APP_EAUTH827creates_authorization_forAPP_MEGAHITeDIB documentation describes Electronic Authorization as creating signed SSA-827s used to retrieve medical evidence; HIT requests require claimant authorization.2026-10-034Exact current integration boundary is not asserted.REL425APP_DCPSservesORG_DDSCurrent Open Data inventory says DCPS contains data necessary for DDS components to process and make disability determinations.2026-10-035REL426APP_DCPSuses_architectureARCH_CLOUDGAO describes DCPS2 as SSA's cloud-based national disability case processing system.2026-10-035REL427APP_DCPSreplaced_legacy_systems_forORG_DDSSSA testified the national system replaced 52 independently operated DDS legacy systems and all DDSs used the uniform system.2026-10-035REL428APP_IMAGENcomponent_ofPLAT_ADDSGAO describes the investment as ADDS-IMAGEN.2026-10-035REL429APP_IMAGENusesTECH_MACHINE_LEARNINGGAO explicitly identifies advanced machine learning as part of ADDS-IMAGEN.2026-10-035REL430APP_IMAGENusesTECH_PREDICTIVE_ANALYTICSGAO explicitly identifies predictive analytics as part of ADDS-IMAGEN.2026-10-035REL431APP_IMAGENsupports_review_ofREPO_EFGAO says ADDS-IMAGEN supports review of medical evidence against SSA disability policies.2026-10-035Relationship expresses evidence-review function; GAO does not specify the physical repository interface.REL432APP_DCPSintegration_enhancement_withAPP_IMAGENGAO says DCPS2 Enhancements include improving system integration with ADDS-IMAGEN.2026-10-035GAO reported expected completion September 2026; this edge is an enhancement target, not proof every planned enhancement is complete.REL433CON_DCPS_LEIDOS_2018awarded_toORG_LEIDOSUSAspending identifies Leidos, Inc. as recipient of completed delivery order 28321318FDS030231.2026-10-035REL434CON_DCPS_LEIDOS_2018supportsAPP_DCPSUSAspending description says contractor provided expertise, technical knowledge, IT support personnel and related resources for the SSA DCPS program.2026-10-035REL435APP_HACPSservesORG_OHOGAO and SSA identify HACPS as the national system used by hearing offices and national hearing centers to manage appeals cases and schedule hearings.2026-10-035REL436APP_HACPSuses_logical_data_storeDB_HACPS_DATASSA separately inventories a HACPS-named data store containing hearings and appeals information.2026-10-034Logical app/store relationship; physical database boundary is not published.REL437DB_HA_MI_ODSprovides_management_information_forORG_OHOSSA inventories the ODS for managing/reporting on hearing and appeals level cases.2026-10-035REL438DB_HA_MI_ODSprovides_management_information_forORG_OAOThe same ODS is described as covering all hearing and appeals level cases.2026-10-035REL439DB_OHA_LEGACY_DB2stores_legacy_data_forORG_OHOSSA says this legacy asset stores hearing, appeal and federal-court adjudicative data.2026-10-035REL440DB_OHA_LEGACY_DB2stores_legacy_data_forORG_OAOSSA says this legacy asset stores hearing, appeal and federal-court adjudicative data.2026-10-035REL441DB_OHA_LEGACY_DB2usesTECH_DB2SSA says the legacy adjudicative data were converted to DB2.2026-10-035REL442DB_OHA_LEGACY_DB2migrated_fromTECH_IDMSSSA says the legacy adjudicative data were converted from IDMS to DB2.2026-10-035REL443APP_CPMSservesORG_OHOCurrent HALLEX still directs CPMS use when a case remains in CPMS-only processing.2026-10-035REL444APP_HACPSprogressively_replacesAPP_CPMSSSA modernization records show HACPS replacing CPMS functions and reducing dual processing, while current HALLEX confirms CPMS remains for some workloads.2026-10-035Transition is not modeled as complete.REL445APP_OAOCPSservesORG_OAOCurrent HALLEX uses OAOCPS for Appeals Council/OAO case processing.2026-10-035REL446APP_ARPSservesORG_OAOCurrent HALLEX still identifies ARPS for Appeals Council-level processing as appropriate.2026-10-035REL447APP_OAOCPSprogressively_replacesAPP_ARPSArchived transition instructions identify OAOCPS as the replacement path for ARPS; current HALLEX shows both remain in use as appropriate.2026-10-035Transition not complete for all workflows.REL448APP_RASRpropagates_representative_data_toAPP_HACPSCurrent HALLEX says information added/updated in RASR automatically propagates to HACPS.2026-10-035REL449APP_RASRpropagates_representative_data_toAPP_OAOCPSCurrent HALLEX says information added/updated in RASR automatically propagates to OAOCPS.2026-10-035REL450APP_RASRrequires_manual_or_separate_update_forAPP_CPMSCurrent HALLEX still requires appropriate CPMS entries in some workflows; older transition instructions state RASR did not propagate to CPMS.2026-10-034Exact present automated integration boundary requires technical validation.REL451APP_RASRrequires_manual_or_separate_update_forAPP_ARPSCurrent HALLEX still requires ARPS entries in some workflows; older transition instructions state ARPS did not interface with RASR.2026-10-034Exact present automated integration boundary requires technical validation.REL452APP_HACPSgenerates_documents_forSVC_OHO_CENTRAL_PRINTOHO staff generate documents electronically in HACPS and send completed documents to central print.2026-10-035REL453APP_DGSgenerates_documents_forSVC_OHO_CENTRAL_PRINTOHO staff also generate documents in DGS and send completed documents to central print.2026-10-035REL454SVC_OHO_CENTRAL_PRINTcauses_automatic_upload_toAPP_EVIEWHALLEX says documents sent to central print are also automatically uploaded to the claimant electronic claims file in eView.2026-10-035REL455APP_OAOCPScontains_notice_templates_forORG_OAOCurrent HALLEX says OAO staff can find representative-related notices/templates in OAOCPS.2026-10-035REL456APP_HEARTproducesDATA_HEARING_RECORDINGSSA describes HeaRT as recording hearings; the official hearing record is verbatim audio.2026-10-035REL457APP_HEARTproducesDATA_HEARING_TRANSCRIPTSSA describes HeaRT as producing transcripts for hearings-level cases.2026-10-035REL458APP_HEARTusesTECH_GENERATIVE_AISSA says HeaRT uses generative AI to improve automated transcript accuracy.2026-10-035REL459APP_HEARTsupportsSVC_ONLINE_VIDEO_HEARINGSSSA says HeaRT supports in-person, telephone and video hearing formats.2026-10-035REL460SVC_ONLINE_VIDEO_HEARINGSusesPLAT_MS_TEAMSSSA currently conducts online video hearings using Microsoft Teams.2026-10-035REL461SVC_ONLINE_VIDEO_HEARINGScreates_official_record_asDATA_HEARING_RECORDINGCurrent HALLEX says online-video proceedings are officially recorded in audio, not video.2026-10-035REL462DATA_HEARING_RECORDINGcan_be_accessed_viaAPP_EVIEWAppeals Council staff are instructed to check eView for hearing recordings; hearing offices upload recordings into electronic claim files.2026-10-035REL463APP_EBBlinked_fromAPP_EVIEWPOMS states the eView secondary title bar displays an eBB indicator/link for qualifying hearing-level or higher cases.2026-10-034Current reference is corroborated by 2026 batch run; feature-level modernization needs further validation.REL464APP_REP_AVAIL_PORTALsupportsPROC_ERAPThe Representative Availability Portal is the web submission channel for ERAP representative availability.2026-10-035REL465APP_REP_AVAIL_PORTALaccessed_viaAPP_MYSSASSA says entering the portal first takes the user through my Social Security credentialing.2026-10-035REL466PROC_ERAPsupports_scheduling_forORG_OHOERAP collects representative availability for SSA hearing scheduling.2026-10-035REL467APP_HACPS_INVOICEpart_ofAPP_HACPSSSA labels the service the HACPS Invoice Portal.2026-10-035REL468APP_HACPS_INVOICEservesORG_OHOPortal submits call-order invoices to hearing offices electronically and provides real-time status.2026-10-035REL469APP_HACPS_INVOICEaccessed_after_authentication_viaAPP_MYSSASSA allows portal access after logging into a my Social Security account (or ERE for Experts).2026-10-035REL470APP_HACPS_INVOICEaccessed_after_authentication_viaAPP_ERESSA allows portal access after logging into an ERE for Experts account (or my Social Security).2026-10-034ERE for Experts is treated as part of the broader ERE service in this Atlas.REL471APP_MYSSAhostsSVC_MYSSA_APPEALS_STATUSSSA launched hearing- and appeals-level claim status tracking in my Social Security.2026-10-035REL472APP_MYSSAhostsSVC_MYSSA_ADJ_FORMSSSA launched online submission of HA-4631, HA-4632 and HA-4633 in my Social Security.2026-10-035REL473APP_MYSSAhostsSVC_MYSSA_HEARING_NOTICESSSA launched secure proffer-letter access and additional hearing notices in the my Social Security Message Center.2026-10-035REL474APP_IAPPEALSsubmits_request_for_review_toORG_OAOSSA identifies iAppeals i520 as the preferred method for requesting Appeals Council review.2026-10-035REL475DATA_OHO_WORKLOAD_PUBLICreports_onORG_OHOThe FY2026 public dataset reports hearing-office receipts, dispositions, pending workload and average processing time.2026-10-035REL476DATA_AC_RR_PUBLICreports_onORG_OAOThe public dataset reports Appeals Council request-for-review receipts, dispositions and pending workload.2026-10-035REL477APP_DMShas_documented_subsystemAPP_ARS22018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL478APP_DMShas_documented_subsystemAPP_ECO2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL479APP_DMShas_documented_subsystemAPP_NED2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL480APP_DMShas_documented_subsystemAPP_RECOOP2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL481APP_DMShas_documented_subsystemAPP_ROAR2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL482APP_DMShas_documented_subsystemAPP_DM_CONVERSION2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL483APP_DMShas_documented_subsystemAPP_DMS_REMITTANCE2018 DMS PIA identifies this as a DMS subsystem.2026-10-034Current operation is independently corroborated where more recent POMS exists; otherwise relationship is architecture documentation.REL484APP_DMSmanagesDOM_PROGRAM_DEBTDMS records, classifies, summarizes and consolidates program debt and collection activity.2026-10-035REL485APP_ROARcontrolsDOM_PROGRAM_DEBTROAR establishes, recovers and accounts for Title II overpayments.2026-10-034REL486SYS_SSRstores_title_xvi_debt_withinDOM_PROGRAM_DEBTCurrent ECO/RECOOP/CPR instructions use SSR as the Title XVI debt source/record.2026-10-035REL487SYS_MBRstores_title_ii_debt_context_forDOM_PROGRAM_DEBTCurrent external-collection and remittance processes use MBR/ROAR for Title II debtor and payment context.2026-10-035REL488APP_ECOselects_debts_fromAPP_ROARECO selects eligible Title II debtors from ROAR master data for external collection.2026-10-035REL489APP_ECOselects_debts_fromSYS_SSRECO selects eligible Title XVI debtors from SSR for external collection.2026-10-035REL490APP_ECOinitiates_or_routes_toPROC_TROECO selects and notices eligible tax-refund-offset debts.2026-10-035REL491APP_ECOinitiates_or_routes_toPROC_ADMIN_OFFSETECO selects eligible debts for administrative offset.2026-10-035REL492APP_ECOinitiates_or_routes_toPROC_AWGECO selects eligible debts for administrative wage garnishment.2026-10-035REL493APP_ECOinitiates_or_routes_toPROC_FSOECO selects eligible debts for Federal salary offset.2026-10-035REL494APP_ECOreports_toEX_CREDIT_BUREAU_REPORTINGECO selection/noticing supports debt reporting to credit repositories.2026-10-035REL495APP_ECOcertifies_debts_toSVC_TOPAfter due process, SSA certifies qualifying debts selected by ECO to Treasury TOP.2026-10-035REL496APP_ECOstores_notices_inAPP_ORSECO notices sent November 2015 or later are stored in ORS.2026-10-035REL497APP_ECOsends_weekly_updates_toSVC_TOPSSA sends automated weekly debt-status updates to Treasury after TOP certification.2026-10-035REL498APP_NEDselects_or_controlsAPP_ROARNED selects qualifying legally defined overpayments established on ROAR.2026-10-034REL499APP_NEDuses_billingAPP_RECOOPNED uses RECOOP billing and follow-up for debts.2026-10-034REL500APP_NEDuses_external_collectionAPP_ECONED uses TOP/ECO tools for eligible debts.2026-10-034REL501APP_NEDsupportsDOM_REPPAYEEPublished NED scope includes qualifying debts owed by representative payees of deceased Title II beneficiaries.2026-10-034REL502APP_RECOOPcontrols_nonpay_debt_fromAPP_ROARRECOOP bills and follows up Title II debts when benefit offset is unavailable/non-current-pay.2026-10-035REL503APP_RECOOPcontrols_nonpay_debt_fromSYS_SSRRECOOP controls SSI overpayment refund/billing cases for nonpayment status.2026-10-035REL504APP_RECOOPselects_forPROC_CPRCurrent POMS says automated mandatory CPR selection of SSI debts is made from RECOOP.2026-10-035REL505APP_RECOOPstops_billing_when_death_onSYS_MBRWhen death is recorded on MBR, RECOOP automatically stops billing and produces a death alert.2026-10-035REL506APP_RECOOPdeletes_debt_when_death_onSYS_SSRWhen death is recorded on SSR, RECOOP automatically deletes the debt.2026-10-035REL507APP_DM_CONVERSIONprepares_transactions_forAPP_ROARDMS PIA says DM Conversion prepares Title II debt-management data for ROAR.2026-10-034REL508APP_DM_CONVERSIONprepares_transactions_forAPP_RECOOPDMS PIA says DM Conversion prepares debt-management transactions for RECOOP.2026-10-034REL509APP_DM_CONVERSIONprepares_transactions_forAPP_ECODMS PIA says DM Conversion prepares debt-management transactions for ECO.2026-10-034REL510APP_DM_CONVERSIONprepares_transactions_forAPP_DMS_REMITTANCEDMS PIA says DM Conversion prepares transaction data for Remittance Process.2026-10-034REL511IFACE_DRINpart_ofAPP_DMSCurrent POMS identifies DRIN as a DMS Record Installment Agreement screen.2026-10-035REL512IFACE_DRINupdates_overnightAPP_ROARCurrent POMS says DRIN installment input updates ROAR overnight.2026-10-035REL513APP_SERScontains_storeSTORE_SERS_PROGRAMMATICCurrent POMS identifies SERS Programmatic store.2026-10-035REL514APP_SERScontains_storeSTORE_SERS_CONSERVEDCurrent POMS identifies SERS Conserved Funds store.2026-10-035REL515STORE_SERS_PROGRAMMATICqueries_or_displays_debt_fromSYS_MBRSERS Programmatic store retrieves established debt/overpayment information from current SSA debt records.2026-10-035REL516STORE_SERS_PROGRAMMATICqueries_or_displays_debt_fromSYS_SSRSERS Programmatic store retrieves established debt/overpayment information from current SSA debt records.2026-10-035REL517STORE_SERS_PROGRAMMATICqueries_or_displays_debt_fromAPP_ROARSERS Programmatic store retrieves established debt/overpayment information from current SSA debt records.2026-10-035REL518STORE_SERS_PROGRAMMATICqueries_or_displays_debt_fromAPP_ECOSERS Programmatic store retrieves established debt/overpayment information from current SSA debt records.2026-10-035REL519APP_SERSsends_nightly_batch_toAPP_DMSEvery evening SERS creates a batch file for DMS to process and post remittances to the correct record.2026-10-035REL520APP_SERSsupportsAPP_DMS_REMITTANCESERS modernizes field-office remittance processing while DMS posts the resulting remittance data.2026-10-035REL521STORE_SERS_CONSERVEDsupportsDOM_REPPAYEESERS Conserved Funds store processes conserved-fund remittances when no debt exists.2026-10-035REL522APP_RECOOPgenerates_billing_forSVC_PAYGOVRECOOP billing notices include electronic repayment options for eligible program debt.2026-10-035REL523SVC_PAYGOVprocesses_payments_forAPP_RECOOPTreasury Pay.gov processes electronic payments for eligible Title II/Title XVI debt active in RECOOP.2026-10-035REL524SVC_PAYGOVoperated_byORG_BFSPay.gov is a Department of the Treasury/Fiscal Service collection service used on SSA behalf.2026-10-035REL525UTIL_REMITTANCE_IDused_bySVC_PAYGOVCurrent SSA notice language uses generated Remittance ID for Pay.gov repayment.2026-10-035REL526UTIL_REMITTANCE_IDused_bySVC_ONLINE_BILL_PAYCurrent notice language directs users to enter the Remittance ID as the account number for Online Bill Pay.2026-10-035REL527SVC_ONLINE_BILL_PAYposts_payment_toSYS_SSRPOMS says Online Bill Pay transactions appear on SSR with an OLBP code.2026-10-034Posting behavior source is older but current 2026 SSA repayment guidance still promotes Online Bill Pay.REL528SVC_ONLINE_BILL_PAYposts_payment_toAPP_ROARPOMS says Online Bill Pay transactions appear on MBR/ROAR with an OLBP code.2026-10-034REL529SVC_ONLINE_BILL_PAYposts_payment_toSYS_MBRPOMS says Online Bill Pay transactions appear on MBR/ROAR with an OLBP code.2026-10-034REL530SVC_TOPoperated_byORG_BFSFiscal Service operates TOP as a government-wide debt matching and payment offset process.2026-10-035REL531SVC_TOPusesDB_NID3BPO/TOP matches SSA payment records against Treasury NID3 delinquent-debtor data.2026-10-035REL532PROC_TROexecuted_throughSVC_TOPTreasury conducts Tax Refund Offset through TOP.2026-10-035REL533PROC_ADMIN_OFFSETexecuted_throughSVC_TOPAdministrative Offset uses TOP to reduce eligible Federal/State payments.2026-10-035REL534PROC_FSOexecuted_throughSVC_TOPFederal Salary Offset is a TOP-based collection mechanism.2026-10-035REL535EX_CREDIT_BUREAU_REPORTINGsends_toORG_CREDIT_REPOSITORIESSSA sends eligible delinquent debt information to national credit repositories and updates it monthly.2026-10-035REL536APP_ECOcontrols_notice_forEX_CREDIT_BUREAU_REPORTINGECO generates common due-process notices for external collection tools including credit reporting.2026-10-035REL537PROC_BPOexecuted_throughSVC_TOPFiscal Service uses TOP to conduct Benefit Payment Offset of eligible Title II payments.2026-10-035REL538PROC_BPOmatches_againstDB_NID3Fiscal Service matches SSA Title II payment records against NID3 for BPO.2026-10-035REL539PROC_BPOreceives_payment_file_fromORG_TREASURYSSA sends payment files to Fiscal Service/Treasury for BPO processing.2026-10-035REL540PROC_BPOposts_offset_history_toDB_PHUSWeekly Fiscal Service BPO offset data are posted to PHUS.2026-10-035REL541PROC_BPOstores_notices_inAPP_ORSFiscal Service warning/offset notice files are available in ORS.2026-10-035REL542PROC_FPLPposts_offset_history_toDB_PHUSWeekly Fiscal Service FPLP offset data are posted to PHUS.2026-10-035REL543PROC_FPLPserves_partnerORG_IRSFiscal Service sends levy collections to IRS for Federal tax debt.2026-10-035REL544PROC_CPRrecovers_betweenDOM_TITLE2CPR can collect overpayment from benefits payable under another SSA-administered program, including Title II.2026-10-035REL545PROC_CPRrecovers_betweenDOM_TITLE16CPR can collect SSI/Title XVI debt through eligible cross-program benefit recovery.2026-10-035REL546SYS_SSRcreates_exchange_record_forAPP_ROARAutomated K TAC posting creates an SSR exchange record to ROAR to establish SSI debt on MBR/ROAR for Title II withholding.2026-10-035REL547SVC_TREASURY_LOCKBOXoperated_byORG_BFSFiscal Service provides the lockbox banking service used for SSA programmatic remittances.2026-10-034REL548SVC_TREASURY_LOCKBOXuses_financial_agentORG_US_BANKSSA POMS identifies U.S. Bank as Treasury financial agent processing lockbox payments.2026-10-034REL549APP_RECOOPhistorically_routes_mailed_remittances_toSVC_TREASURY_LOCKBOXRECOOP billing notices were changed in 2021 to route mailed programmatic remittances to the Treasury lockbox.2026-10-034July 2026 SSA guidance now emphasizes electronic repayment and no longer asks people to mail checks or credit-card forms.REL550PROJ_DMPintended_to_replace_or_consolidateAPP_DMSDMP was intended as a comprehensive modern debt-management replacement/consolidation product.2026-10-035DMP never reached full production and is no longer being pursued.REL551PROJ_DMPstatus_superseded_byPROJ_DEBT_COLLECTION_MODFY2026 portfolio shows DMP at $0 and a new Debt Collection Modernization line at $22.9M.2026-10-034Budget portfolio indicates investment shift; exact program lineage is not explicitly described as a formal replacement.REL552PROJ_DEBT_COLLECTION_MODuses_or_plans_shared_serviceSVC_CRSSSA describes current debt modernization as using government-wide shared services; FY2025 AFR says SSA is implementing CRS for non-pay debtors.2026-10-035REL553SVC_CRSoperated_byORG_BFSFiscal Service operates CRS for federal agencies.2026-10-035REL554SVC_CRSintegrates_withSVC_PAYGOVFiscal Service says CRS leverages Pay.gov for collection services.2026-10-035REL555SVC_CRStransfers_eligible_delinquent_debt_toSVC_CROSS_SERVICINGCRS transfers eligible delinquent debt to Treasury Cross-Servicing.2026-10-035REL556SVC_CROSS_SERVICINGoperated_byORG_BFSFiscal Service operates Cross-Servicing for delinquent nontax debt.2026-10-035REL557SVC_CROSS_SERVICINGusesSVC_TOPTreasury says Cross-Servicing can refer delinquent debt to TOP.2026-10-035REL558SVC_CROSS_SERVICINGcan_usePROC_AWGTreasury says Cross-Servicing can use administrative wage garnishment.2026-10-035REL559APP_ERPSstores_data_forDOM_REPPAYEECurrent SSA Open Data says eRPS contains data for payee application/selection and misuse processes.2026-10-035REL560APP_ERPSrecords_payee_information_on_or_withSYS_MBRPayee information/type is maintained across eRPS and the Title II payment record; some updates are automatic and others require manual action.2026-10-035Relationship deliberately avoids claiming all MBR updates are automatic.REL561APP_ERPSrecords_payee_information_on_or_withSYS_SSRPayee information/type is maintained across eRPS and the SSI payment record; OIG and POMS document manual-transfer cases.2026-10-035Relationship deliberately avoids claiming all SSR updates are automatic.REL562APP_ERPSverifies_applicant_identity_againstSYS_NUMIDENTCurrent applicant-interview policy uses NUMIDENT/NUMI information to verify individual applicants.2026-10-035REL563APP_ERPSchecks_suitability_data_fromAPP_PUPSCurrent applicant-interview policy requires review of PUPS for incarceration history.2026-10-035REL564APP_ERPSstores_application_documents_inAPP_ORSCurrent POMS says representative-payee applications taken via eRPS are stored electronically in ORS.2026-10-035REL565APP_ERPSshares_death_overpayment_work_withAPP_NEDCurrent termination instructions state death-overpayment information is in eRPS and the DMS Non-Entitled Debtor database.2026-10-035REL566APP_ERPSrequires_follow_up_payment_record_action_on_terminationSYS_MBRTerminating a payee in eRPS does not itself terminate the payee relationship on the MBR; FO must take follow-up action.2026-10-035REL567APP_ERPSrequires_follow_up_payment_record_action_on_terminationSYS_SSRTerminating a payee in eRPS does not itself terminate the payee relationship on the SSR; FO must take follow-up action.2026-10-035REL568PROC_MANUAL_RP_SELECTIONbypassesAPP_ERPSApplicants without an SSN may be processed through the rare manual exception rather than eRPS.2026-10-035REL569PROC_MANUAL_RP_SELECTIONroutes_title_ii_throughAPP_MACADEFor Title II no-SSN exception cases, processing-center staff may manually input the payee case through MACADE.2026-10-035REL570PROC_MANUAL_RP_SELECTIONupdatesSYS_MBRTitle II manual payee selections update MBR outside the normal eRPS path.2026-10-035REL571PROC_MANUAL_RP_SELECTIONupdatesSYS_SSRField offices manually update SSR for Title XVI no-SSN exception cases.2026-10-035REL572PROC_MANUAL_RP_SELECTIONstores_evidence_inREPO_NDREDPaper SSA-11 applications in manual cases are retained in NDRED using the Evidence Portal or electronic disability folder process.2026-10-035REL573PROC_MANUAL_RP_SELECTIONusesAPP_EPCurrent manual-selection instructions direct staff to scan paper SSA-11 evidence using the Evidence Portal.2026-10-035REL574APP_ERPApart_ofAPP_ERPSPOMS identifies Electronic Representative Payee Accounting (eRPA) in eRPS.2026-10-034Detailed system-selection description is older, while the eRPA data asset is current in Open Data.REL575APP_ERPAuses_source_data_fromSYS_MBRAccounting selection compiles MBR data for representative-payee reports.2026-10-034REL576APP_ERPAuses_source_data_fromSYS_SSRAccounting selection compiles SSR data for representative-payee reports.2026-10-034REL577APP_ERPAuses_source_data_fromDB_PHUSTitle II accounting forms use payment data derived from PHUS.2026-10-034REL578DB_ERPA_MIprovides_management_information_forAPP_ERPACurrent Data.gov catalog identifies management information for the Representative Payee Accounting process.2026-10-035REL579DB_ERPS_MIprovides_business_intelligence_forAPP_ERPSCurrent Data.gov catalog says the database contains representative-payee counts for BI reporting.2026-10-035REL580APP_IRPAsubmits_accounting_toAPP_ERPAiRPA is an internet channel for completing a requested representative-payee accounting report.2026-10-035REL581APP_IRPPaccessed_viaAPP_MYSSASSA says individual payees access the Representative Payee Portal through a personal my Social Security account.2026-10-035REL582APP_IRPPsubmits_accounting_toAPP_ERPACurrent iRPP annual-accounting table allows individual payees to submit annual accounting reports.2026-10-035REL583APP_IRPPsupports_wage_reporting_forDOM_EARNINGSCurrent Representative Payee Portal lets individual payees report wages for beneficiaries.2026-10-035REL584SVC_RP_MESSAGE_CENTERpart_ofAPP_IRPPSSA describes the Representative Payee Message Center as a portal feature for messages, alerts and notices.2026-10-035REL585SVC_RP_MESSAGE_CENTERdelivers_notices_forDOM_REPPAYEEThe Message Center displays beneficiary-specific representative-payee messages, alerts and available online notices.2026-10-035REL586PLAT_BSOprovides_organizational_accounting_channel_toAPP_ERPACurrent BSO allows organizational representative payees to file Representative Payee Reports electronically.2026-10-035REL587ORG_WBDOCprocesses_accounting_forms_forAPP_ERPACurrent POMS says most Representative Payee Report forms are automatically scanned and reviewed at WBDOC.2026-10-035REL588ORG_WBDOCvalidates_accounting_againstAPP_ERPSWBDOC review instructions compare report information with eRPS as needed.2026-10-035REL589ORG_WBDOCvalidates_accounting_againstSYS_MBRWBDOC review instructions include checking payee coding on MBR.2026-10-035REL590ORG_WBDOCvalidates_accounting_againstSYS_SSRWBDOC review instructions include checking SSR/eRPS beneficiary and payee information.2026-10-035REL591APP_ERPAvalidates_collective_account_status_withAPP_ERPSCollective-account instructions use eRPA/eRPS controls and exception processing when collective-account status does not align.2026-10-034REL592APP_RPMTidentifies_reviews_due_forDOM_REPPAYEERPMT automatically lists fee-for-service payees due for their three-year review.2026-10-034REL593ORG_PA_AGENCIESconduct_reviews_forDOM_REPPAYEECurrent SSA program page says P&A organizations conduct periodic onsite and other reviews of representative payees.2026-10-035REL594APP_RPMTsupports_review_work_ofORG_PA_AGENCIESPOMS links RPMT review-due listings to P&A-conducted periodic reviews.2026-10-034REL595APP_RPMAtracks_expanded_monitoring_forDOM_REPPAYEECurrent termination instructions say to annotate RPMA when a payee is subject to expanded monitoring.2026-10-034REL596ORG_DNBprovides_credit_information_forDOM_REPPAYEESSA contracts with D&B for credit information on new non-governmental FFS organizational payee applicants.2026-10-035REL597APP_ERPSrecords_suitability_determination_informed_byORG_DNBAfter D&B credit review, staff document the suitability determination in the eRPS RPST screen.2026-10-035REL598APP_ADRPaccessed_viaAPP_MYSSAThe public can provide or update advance designation through my Social Security.2026-10-035REL599APP_ADRPaccessed_viaAPP_MCSTechnicians can access ADRP through the MCS Claims Systems path.2026-10-035REL600APP_ADRPaccessed_viaAPP_MSSICSTechnicians can access ADRP through the SSI Claims System path.2026-10-035REL601APP_ADRPstores_receipts_inAPP_ORSEffective July 1, 2025, SSA stopped mailing printed ADRP transaction receipts; a copy is stored in ORS.2026-10-035REL602APP_ADRPprovides_payee_leads_toAPP_ERPSWhen a payee is needed, SSA considers advance designees as the first potential leads, while actual payee selection is processed under eRPS procedures.2026-10-035REL603PROC_STUCK_SWEEPERchecks_pending_cases_inAPP_ERPSOIG documented Stuck Sweeper as a monthly function reviewing eRPS Ready to Process cases older than 14 days.2026-10-034Audit-documented 2024 control; current 2026 status not independently verified.REL604PROC_STUCK_SWEEPERcompares_againstSYS_MBRStuck Sweeper compares eRPS data with payment records, including MBR for Title II.2026-10-034REL605PROC_STUCK_SWEEPERcompares_againstSYS_SSRStuck Sweeper compares eRPS data with payment records, including SSR for SSI.2026-10-034REL606PROC_STUCK_SWEEPERgenerates_alerts_toAPP_WACOIG states Stuck Sweeper generates discrepancy alerts controlled in WAC.2026-10-034REL607APP_WACstores_and_controls_alerts_forAPP_ERPSOIG documented WAC as storing/controlling Stuck Sweeper and eRPS development alerts and listing pending alerts for field offices.2026-10-034REL608EX_SSA_VA_PAYEE_MISUSEserves_partnerORG_VBACurrent POMS directs SSA and VA fiduciary hubs to exchange information when a dual payee/fiduciary is suspected or found to misuse benefits.2026-10-034REL609EX_SSA_VA_PAYEE_MISUSEsupportsDOM_REPPAYEEThe exchange supports representative-payee misuse and improper-use investigations.2026-10-034REL610EX_SSA_VA_PAYEE_MISUSErecords_allegations_inAPP_ERPSWhen VA reports misuse, the SSA field office records the allegation in eRPS Misuse.2026-10-034REL611SYS_RPMRCSsupportsDOM_REPPAYEESSA maintains a current SORN for the Representative Payee-Misuse Restitution Control System.2026-10-034SORN evidence supports a maintained record-system role, not a detailed current application topology.REL612APP_AFESusesTECH_ADVANCED_ANALYTICSAFES uses advanced data analytics to identify fraud patterns, improve data-driven fraud activity, and conduct real-time fraud-risk analysis.2026-10-034REL613APP_AFESingests_or_usesSYS_MBRThe AFES PIA identifies the Master Beneficiary Record as a primary source of records.2026-10-034REL614APP_AFESingests_or_usesSYS_SSRThe AFES PIA identifies Supplemental Security Income records as a primary source.2026-10-034REL615APP_AFESingests_or_usesDOM_CLAIMFOLDERThe AFES PIA identifies Claims Folders System records as a primary source.2026-10-034REL616APP_AFESreceives_match_response_fromEX_CMS_AFES_1094CMA 1094 requires SSA to retain CMS response-file elements in AFES for fraud-related analytics or investigation leads.2026-10-035REL617APP_AFESuses_architectureARCH_CLOUDThe AFES PIA states AFES inherits technical controls from the Enterprise network and Agency Cloud Infrastructure system boundary.2026-10-034Generic cloud architecture link; no provider is inferred.REL618APP_CIRPselects_cases_for_review_byORG_DDSCurrent POMS assigns DDS management responsibility for reviewing cases selected by CIRP.2026-10-035REL619APP_CIRPreviews_transactions_fromAPP_MCSCIRP PIA describes review of transactions from Title II claims processing systems.2026-10-034The current inventory establishes CIRP operation; exact application-level source topology is based on the older PIA description.REL620APP_CIRPreviews_transactions_fromAPP_MSSICSCIRP PIA describes review of transactions from Title XVI claims processing systems.2026-10-034The current inventory establishes CIRP operation; exact application-level source topology is based on the older PIA description.REL621APP_CIRPreview_may_generate_referral_viaAPP_ARISWhen CIRP review develops potential fraud or violations, current POMS directs employees to report through ARIS.2026-10-035Business workflow relation, not an asserted technical interface.REL622APP_ARISsubmits_referrals_toORG_SSA_OIGCurrent POMS requires suspected criminal/program violations to be referred to the Inspector General via ARIS.2026-10-035REL623APP_ARISmodernization_integration_withAPP_OIG_ICMSOIG budget testimony identifies SSA's ARIS and OIG's Case Management System as systems targeted for integration and data-sharing modernization.2026-10-034This is modernization scope, not proof of a fully automated production interface.REL624ORG_SSA_OIGoperatesAPP_OIG_ICMSOIG testimony describes its Investigative Case Management System as a mission-critical investigative application.2026-10-035REL625APP_OIG_ICMSuses_or_corresponds_to_storeDB_NICMSSSA inventory lists a National Investigative Case Management System database of fraud allegations/dispositions; OIG currently refers to its application as Investigative Case Management System.2026-10-034Exact product/name continuity between NICMS and current ICMS requires validation.REL626APP_OIG_ICMSexports_viaEX_OIG_NIBRSIn FY2026 OIG began automated NIBRS submissions that pull data from the Investigative Case Management System.2026-10-035REL627EX_OIG_NIBRSsends_toORG_FBIOIG testimony says the automated process submits NIBRS data using FBI protocols.2026-10-035REL628APP_OIG_ICMStransitioning_toARCH_CLOUDOIG states FY2026 architectural improvements are transitioning ICMS and support applications to a cloud-hosted environment.2026-10-035No cloud provider is inferred.REL629ORG_SSA_OIGusesDB_NICMSCurrent SSA inventory identifies NICMS as a database of fraud allegations and dispositions warranting further investigation.2026-10-035REL630ORG_SSA_OIGoperatesPROGRAM_CDISSA OIG describes CDI as a core anti-fraud initiative operated jointly with SSA and partners.2026-10-035REL631PROGRAM_CDIimplemented_throughORG_CDI_UNITSCDI investigations are performed through nationwide CDI units.2026-10-035REL632ORG_CDI_UNITSincludes_participantORG_SSA_OIGEach CDI unit includes an SSA OIG special agent serving as team leader.2026-10-035REL633ORG_CDI_UNITSincludes_participantORG_DDSCDI units include state DDS personnel.2026-10-035REL634PROGRAM_CDIreturns_investigative_evidence_toORG_DDSAfter investigation, CDI provides a detailed investigative report to DDS for use in disability determinations.2026-10-035REL635PROGRAM_CDIsupportsDOM_TITLE2CDI combats fraud in Title II disability programs.2026-10-035REL636PROGRAM_CDIsupportsDOM_TITLE16CDI combats fraud in Title XVI disability programs.2026-10-035REL637EX_CMS_AFES_1094sends_finder_data_fromSYS_MBRSSA sends CMS a finder file for Title II beneficiaries age 90+ derived from the MBR.2026-10-035REL638EX_CMS_AFES_1094serves_partnerORG_CMSCMA 1094 is an active SSA-CMS computer matching agreement.2026-10-035REL639EX_CMS_AFES_1094matches_againstDATA_CMS_NCHCMS compares the SSA finder file against National Claims History.2026-10-035REL640EX_CMS_AFES_1094matches_againstDATA_CMS_EDBCMS compares the SSA finder file against the Enrollment Database.2026-10-035REL641EX_CMS_AFES_1094matches_againstDATA_CMS_LTC_MDSCMS compares the SSA finder file against Long-Term Care Minimum Data Set.2026-10-035REL642EX_CMS_AFES_1094routes_matched_cases_toORG_SSA_FIELD_OFFICESSSA forwards matched records to field offices for review and development before adverse action.2026-10-035REL643EX_CMS_AFES_1094suspected_fraud_referred_toORG_SSA_OIGThe agreement says SSA refers individual suspected fraud, waste, or abuse cases to OIG.2026-10-035REL644EX_CMS_AFES_1094supports_review_ofDOM_TITLE2The match is used to determine continuing eligibility for Title II beneficiaries age 90 and above.2026-10-035REL645DB_LONG_TERM_SSN_FRAUDsupportsDOM_ENUMERATIONThe current asset provides reporting on prevention of SSN cards issued to non-existent children.2026-10-035REL646DB_LONG_TERM_SSN_FRAUDsupportsDOM_SSNVThe asset is an identity/program-integrity control focused on SSN issuance validity.2026-10-034Modeled as supporting the verification/integrity domain rather than a direct verification service.REL647APP_PUPSuses_identity_verification_fromAPP_EVSCurrent POMS says questionable EVS codes on PUPS alerts must be resolved before suspension/incentive-payment actions.2026-10-035REL648APP_ATSused_byORG_SSA_OIGATS PIA identifies OIG audit/investigative staff among primary users of audit-trail data.2026-10-034REL649APP_ATSsupportsTECH_ADVANCED_ANALYTICSATS is an automated integrated audit facility used to execute high-volume transaction review for fraud/abuse detection.2026-10-034Technology relationship is functional rather than a claim that ATS uses a specific analytics product.REL650APP_MCAS_COSTcomponent_ofAPP_UMS_MCASCurrent Data.gov asset is explicitly titled SUMS/MCAS - Managerial Cost Analysis System (MCAS).2026-10-035REL651APP_SUMS_TAScomponent_ofAPP_UMS_MCASCurrent Data.gov asset is explicitly titled SUMS/MCAS Time Allocation System.2026-10-035REL652APP_MCAS_COSTused_byORG_SSA_OFPOCurrent metadata says MCAS/CAS is used by analysts in the Office of Financial Policy and Operations.2026-10-035REL653APP_SUMS_TASsupportsAPP_UMS_MCASTime Allocation System supports the SUMS/MCAS program by improving management-information quality, consistency and access.2026-10-035REL654DATA_SUMS_TAS_CAS_HR_EXTRACTsupportsAPP_UMS_MCASCurrent integration asset is explicitly tagged SUMS/MCAS/TAS and contains a human-resource extract.2026-10-035REL655DATA_SUMS_TAS_CAS_HR_EXTRACTextracts_fromDB_HR_ODSCurrent integration metadata describes the asset as a human-resource operational-data-store extract.2026-10-035REL656APP_UMS_MCASderives_management_information_fromDOM_TITLE2The SUMS/MCAS PIA says the system derives information from major programmatic applications including Title II claims processing.2026-10-034Detailed source-system topology is historical; current SUMS/MCAS operation is independently corroborated.REL657APP_UMS_MCASderives_management_information_fromDOM_TITLE16The SUMS/MCAS PIA says the system derives information from major programmatic applications including Title XVI claims processing.2026-10-034Detailed source-system topology is historical; current SUMS/MCAS operation is independently corroborated.REL658APP_UMS_MCASderives_management_information_fromDOM_EARNINGSThe SUMS/MCAS PIA says the system contains earnings information and derives data from major SSA applications.2026-10-034REL659APP_UMS_MCASderives_management_information_fromDB_HR_ODSThe SUMS/MCAS PIA identifies payroll and human-resource databases as sources; current HR ODS confirms a present HR operational data store.2026-10-034The PIA does not specifically name the current HR ODS identifier; relationship is architectural, not a physical-interface assertion.REL660APP_UMS_MCASservesORG_DDSThe SUMS/MCAS PIA says the GSS provides management information, workload control and performance-measure data for SSA and DDS.2026-10-034REL661DB_SUMS_EARNINGS_ODSpart_of_management_information_familyAPP_UMS_MCASCurrent asset is explicitly named SUMS Earnings Operational Data Store.2026-10-035REL662DB_SUMS_EARNINGS_ODSsupportsDOM_EARNINGSCurrent asset supports information and statistical counts for SUMS earnings data.2026-10-035REL663DB_SUMS_APPEALS_ODSpart_of_management_information_familyAPP_UMS_MCASCurrent asset is explicitly named SSA Unified Measurement System (SUMS) Appeals ODS.2026-10-035REL664DB_SUMS_APPEALS_ODSsupportsARCH_BISSA says the SUMS Appeals ODS is a single source for agency appeals information used in Business Intelligence.2026-10-035REL665DB_SUMS_T2_PE_ODSpart_of_management_information_familyAPP_UMS_MCASCurrent asset is explicitly a SUMS Title II post-entitlement ODS.2026-10-035REL666DB_SUMS_T16_IC_ODSpart_of_management_information_familyAPP_UMS_MCASCurrent asset is explicitly a SUMS Title XVI initial-claims ODS.2026-10-035REL667DB_SUMS_T16_PEODSpart_of_management_information_familyAPP_UMS_MCASCurrent asset is explicitly a SUMS Title XVI post-eligibility ODS.2026-10-035REL668DB_MSHAREprovides_shared_structures_forARCH_BICurrent MSHARE metadata says it provides shared data structures and utilities for the BI Architecture.2026-10-035REL669DB_BI_REPOSITORYcatalogs_projects_forARCH_BICurrent BI Repository provides information on Business Intelligence projects in SSA's Office of Systems.2026-10-035REL670DB_SUMS_ES_DW_QUERYprovides_query_access_forAPP_UMS_MCASThe current asset is explicitly the SUMS and Electronic Services Production Data Warehouse Query Instance and stores warehouse information for query access.2026-10-035REL671DB_SUMS_ES_DW_QUERYprovides_query_access_forDB_ESERVICE_ODSThe query instance is explicitly named for SUMS and Electronic Services production data-warehouse query access.2026-10-034The title supports a logical association; Data.gov does not publish the underlying physical database topology.REL672DB_ESERVICE_ODSsupportsDOM_E_SERVICESCurrent Electronic Services ODS exists for management-information reporting on electronic-service usage.2026-10-035REL673DB_TPPS_ODSprovides_management_information_forAPP_TPPSCurrent TPPS ODS stores management information about third-party payment transactions.2026-10-035REL674DB_PEMIaggregates_from_multiple_source_systemsAPP_UMS_MCASPEMI contains detail data for more than 500 post-entitlement workload actions from 16 source systems and produces summarized counts; it is represented here as part of the broader enterprise MI ecosystem.2026-10-034The source does not explicitly say PEMI is a SUMS/MCAS subsystem, so this is an ecosystem association rather than a component assertion.REL675DB_PE_MI_DETAILsupports_same_post_entitlement_mi_domain_asDB_PEMICurrent PE Detail Database contains detailed and aggregate receipt, pending and clearance data for Title II and XVI post-entitlement transactions; PEMI provides detail/summarized PE workload MI.2026-10-034Logical-domain relationship only; no physical feed is asserted.REL676DB_PE_MI_HISTORYsupports_same_post_entitlement_mi_domain_asDB_PEMIThe historical PE MI database preserves historical receipt, pending and clearance data for the same post-entitlement management-information domain.2026-10-034Logical-domain relationship only; no physical feed is asserted.REL677APP_SOLQIinternet_variant_ofEX_SOLQSSA describes SOLQ-I as the Internet application providing authorized states real-time SOLQ-style verification and benefit retrieval.2026-10-034REL678EX_SVESuses_transfer_mechanismTECH_FTMSThe current-linked SVES/SOLQ manual states SVES uses SSA's File Transfer Management System to receive and transmit batch files.2026-10-034REL679EX_SVESroutes_non_native_requests_toEX_BENDEXSVES can pass verified non-native requests to BENDEX to trigger output records.2026-10-035REL680EX_SVESroutes_non_native_requests_toEX_BEERSVES can trigger Beneficiary Earnings Exchange Record output as part of non-native processing.2026-10-035REL681EX_SVESroutes_non_native_requests_toEX_SDXSVES can route non-native requests to State Data Exchange processing.2026-10-035REL682EX_SVESroutes_non_native_requests_toEX_QQSVES supports non-native 40 Qualifying Quarters requests.2026-10-035REL683EX_SVESroutes_non_native_requests_toAPP_PUPSSVES supports prisoner-record queries as a non-native request path.2026-10-034The manual documents prisoner-query routing; it does not publish every internal handoff detail.REL684EX_SVESprovidesDOM_CITIZENSHIPSVES provides citizenship-related data as part of its standard Type I verification response.2026-10-035REL685DATA_BENDATAinput_file_forEX_BENDEXSSA defines BENDATA as the state file sent to SSA to request BENDEX data.2026-10-035REL686DATA_BENDATAsent_byORG_STATESSSA defines BENDATA as a file sent by a state to SSA.2026-10-035REL687COMP_STCtransfers_data_forORG_STATESState agencies unable to receive SSA data directly use an STC to receive requested data.2026-10-035REL688EX_IBIQroutes_throughPLAT_ICON_HUBSSA's state agreement model says IBIQ accesses online state wage and unemployment records through ICON.2026-10-035REL689EX_IBIQreceives_fromORG_STATESIBIQ provides SSA with state quarterly wage and weekly unemployment-insurance benefit data.2026-10-035REL690EX_IBIQprovidesDOM_EARNINGSCurrent SSI policy treats IBIQ query results as wage evidence.2026-10-035REL691EX_IBIQsupportsDOM_TITLE16Current SSI policy uses IBIQ wage and unemployment-benefit information in SSI eligibility/payment development.2026-10-035REL692EX_UIQroutes_throughPLAT_ICON_HUBCurrent UIQ inventory says state UI agencies receive real-time SSA data via the Department of Labor ICON Hub.2026-10-035REL693PLAT_ICON_HUBassociated_withORG_DOLSSA's current UIQ inventory identifies the platform as the Department of Labor ICON Hub.2026-10-035REL694EX_SASROreceives_fromORG_STATESSASRO provides SSA employees online access to state-agency records.2026-10-035REL695EX_SASROsupportsDOM_ENUMERATIONSSA states SASRO facilitates assignment of Social Security numbers.2026-10-035REL696EX_SASROsupportsDOM_TITLE2SSA states SASRO helps verify eligibility and establish Title II payment amounts.2026-10-035REL697EX_SASROsupportsDOM_TITLE16SSA states SASRO helps verify eligibility and establish Title XVI payment amounts.2026-10-035REL698EX_SASROprovidesDOM_EARNINGSCurrent SSI wage policy identifies SASRO as a third-party wage evidence source.2026-10-035REL699EX_SCHIPIroutes_throughEX_SVESCurrent SCHIP inventory states records come into SSA through SVES.2026-10-035REL700EX_SCHIPIuses_verification_backendAPP_EVSCurrent SCHIP inventory states SVES records use EVS processing code 322.2026-10-035REL701EX_SCHIPIverifies_againstSYS_NUMIDENTEVS matches SCHIP applicant names and SSNs against Numident and obtains citizenship data.2026-10-035REL702APP_GSOreceives_reporting_fromORG_STATE_BVSCurrent GSO services include birth and death reporting for state bureaus of vital statistics.2026-10-035REL703APP_GSOsupports_reporting_forAPP_PUPSCurrent GSO includes prison reporting for state and local law enforcement; PUPS is SSA's prisoner-processing system.2026-10-034Business-function relationship; SSA does not publish the exact GSO-to-PUPS technical interface on this page.REL704APP_GSOsupports_exchangeEX_TDEXCurrent GSO provides foreign death data exchange for totalization partner countries; TDEX is the cataloged foreign-death exchange process.2026-10-034REL705APP_GSOplanned_authentication_viaSVC_LOGIN_GOVSSA says GSO will soon require Login.gov or ID.me sign-in.2026-10-035Planned authentication change, not yet represented as completed cutover.REL706APP_GSOplanned_authentication_viaSVC_IDMESSA says GSO will soon require Login.gov or ID.me sign-in.2026-10-035Planned authentication change, not yet represented as completed cutover.REL707EX_TDEXserves_partnerORG_TOTALIZATION_PARTNERSTDEX exchanges death information with foreign totalization partners.2026-10-034REL708EX_TDEXprovidesDOM_DEATHTDEX finder/response processing identifies deaths of U.S. beneficiaries abroad.2026-10-034REL709EX_TDEXsupportsDOM_TITLE2TDEX death information concerns Social Security beneficiaries residing abroad.2026-10-034REL710EX_VA_CMA1008receives_fromORG_VBAVBA provides electronic compensation and pension payment files to SSA.2026-10-035REL711EX_VA_CMA1008updatesSYS_SSRAfter identity matching, SSA updates the SSR to reflect VA compensation and pension payment data.2026-10-035REL712EX_VA_CMA1008matches_againstDB_MDBSSA matches VA compensation and pension payment data against the Medicare Database File for Extra Help verification/outreach.2026-10-035REL713EX_VA_CMA1008supportsDOM_TITLE16SSA uses VA payment data to determine SSI eligibility or payment amount.2026-10-035REL714EX_VA_CMA1008supportsDOM_SVBSSA uses VA payment data to determine Special Veterans Benefits eligibility or payment amount.2026-10-035REL715EX_VA_CMA1008supportsDOM_MEDICARESSA uses the match for Medicare Savings Program and Extra Help outreach and verification.2026-10-035REL716DB_MDBsupportsDOM_MEDICARECMA 1008 identifies MDB as SSA's Medicare database used for Extra Help eligibility verification.2026-10-035REL717EX_CMS_ACA_1097serves_partnerORG_CMSCMA 1097 is an active SSA-CMS computer matching program.2026-10-035REL718EX_CMS_ACA_1097receives_requests_fromDATA_CMS_HIXCMS HIX is the CMS system of records supporting the matching program.2026-10-035REL719EX_CMS_ACA_1097routes_throughPLAT_CMS_FDSHThe CMA cost-benefit analysis says trusted data source information is accessed through the CMS Hub platform.2026-10-035REL720ORG_STATE_AEaccesses_viaPLAT_CMS_FDSHState Affordable Insurance Exchanges access trusted data-source information through the Hub rather than directly from source agencies.2026-10-035REL721EX_CMS_ACA_1097responds_fromSYS_NUMIDENTSSA uses the Enumeration System/Numident to provide identity, SSN and citizenship-attestation confirmation.2026-10-035REL722EX_CMS_ACA_1097responds_fromAPP_PUPSSSA uses PUPS to provide incarceration information relevant to CMS requests.2026-10-035REL723EX_CMS_ACA_1097responds_fromSYS_MBRSSA uses MBR data for Title II income and disability-related verification.2026-10-035REL724EX_CMS_ACA_1097responds_fromSYS_MEFSSA uses MEF data in the ACA matching program, including work-quarter-related verification.2026-10-035REL725EX_CMS_ACA_1097providesDOM_SSNVResponses include SSN verification.2026-10-035REL726EX_CMS_ACA_1097providesDOM_CITIZENSHIPResponses can include confirmation of citizenship attestations.2026-10-035REL727EX_CMS_ACA_1097providesDOM_TITLE2Responses can include annual and monthly Title II income information.2026-10-035REL728EX_CMS_ACA_1097providesDOM_DEATHResponses can include a death indicator.2026-10-035REL729EX_CMS_NURSING_1076serves_partnerORG_CMSCMA 1076 is an active SSA-CMS matching program.2026-10-035REL730EX_CMS_NURSING_1076receives_fromDATA_CMS_LTC_MDSThe Title XIX facility match uses CMS facility/MDS admission and discharge information.2026-10-035REL731EX_CMS_NURSING_1076triggersAPP_MSSICSMSSICS generates a D8 alert and diary when CMS facility-match conditions are met.2026-10-035REL732EX_CMS_NURSING_1076supportsDOM_TITLE16The match identifies institutionalization changes that can affect SSI eligibility and payment.2026-10-035REL733INIT_ITOMmanages_capabilities_inARCH_HYBRID_CLOUDSSA says ITOM technologies and practices are being replaced to improve management of IT capabilities in a hybrid cloud ecosystem.2026-10-035REL734ARCH_HYBRID_CLOUDis_specific_form_ofARCH_CLOUDSSA's current hybrid-cloud ecosystem is a cloud-based architecture pattern within the broader Atlas cloud architecture category.2026-10-035Taxonomic relationship; it does not assert a complete physical topology.REL735INIT_MAINFRAME_RESILIENCEsupportsTECH_MAINFRAMESSA's Mainframe Business Resilience initiative automates movement of mainframe workloads between data centers.2026-10-035REL736PLAT_MDEhistorically_hosted_onORG_AWSSSA testified in 2016 that it had established its Modern Development Environment in the Amazon Web Services cloud.2016-05-264Historical architecture relationship; no claim of unchanged 2026 hosting.REL737ORG_AWSprovidesSVC_AMAZON_CONNECTAmazon Connect is an AWS cloud contact-center service used in SSA's documented task order.2025-06-305REL738SVC_AMAZON_CONNECTsupportsSVC_NATIONAL_800SSA's FY2024 AFR says the National 800 Number transitioned to AWS/Amazon Connect in August 2024; GAO documented continuing toll-free procurement through the service in 2025.2024-09-305REL739PLAT_NGTPhistorically_supportedSVC_NATIONAL_800SSA transitioned the National 800 Number onto NGTP in November 2023 before moving it off NGTP in August 2024.2025-04-235REL740SVC_AMAZON_CONNECTreplaced_for_n8nnPLAT_NGTPSSA transitioned the National 800 Number away from NGTP to AWS/Amazon Connect in August 2024.2024-09-305REL741CON_CLOUD_BPA_FOUR_POINTSawarded_toORG_FOUR_POINTSSSA established BPA 28321321A00040003 with Four Points on December 22, 2020.2025-06-305REL742CON_CLOUD_BPA_FOUR_POINTSprovides_access_toORG_AWSGAO says the BPA provides SSA access to commercial cloud service providers including AWS.2025-06-305REL743CON_AWS_CONNECT_2024awarded_toORG_FOUR_POINTSSSA issued task order 28321324FA0010214 to Four Points on August 1, 2024.2025-06-305REL744CON_AWS_CONNECT_2024under_bpaCON_CLOUD_BPA_FOUR_POINTSThe Amazon Connect CCaaS task order was issued under SSA's Four Points cloud-services BPA.2025-06-305REL745CON_AWS_CONNECT_2024procuresSVC_AMAZON_CONNECTThe task order's requirement is Contact Center as a Service, Amazon Web Services Connect.2025-06-305REL746CON_GRAND_SLLAMawarded_toORG_METTELGAO identifies Manhattan Telecommunications Corporation/MetTel as the Grand SLLAM task-order contractor.2025-06-305REL747CON_GRAND_SLLAMuses_vehicleVEH_GSA_EISGrand SLLAM was issued under GSA Enterprise Infrastructure Solutions.2025-06-305REL748CON_GRAND_SLLAMprovides_telecommunications_forSVC_NATIONAL_800Grand SLLAM includes toll-free telecommunications used by SSA; the contract is nonexclusive.2025-06-305REL749CON_GRAND_SLLAMoverlapped_service_scope_withCON_AWS_CONNECT_2024GAO documented that SSA could obtain toll-free capability through both MetTel's nonexclusive Grand SLLAM order and the Four Points Amazon Connect order during the 2025 period.2025-06-305Overlap is documented for the GAO protest period; no October 2026 continuation is inferred.REL750CON_NGTP_VERIZONawarded_toORG_VERIZONSSA OIG identifies Verizon Business Network Services as the NGTP contractor.2025-04-235REL751CON_NGTP_VERIZONsupportsPLAT_NGTPThe Verizon contract supported design, implementation, testing, transition, training, operations and maintenance of NGTP.2025-04-235REL752FAC_NSCwas_built_to_replaceFAC_NCCSSA/OIG describe the National Support Center as the replacement for the aging National Computer Center.2016-07-144Historical modernization relationship; precise NCC retirement date not asserted.REL753FAC_SSChistorically_provided_redundancy_forFAC_NSCOIG stated in 2016 that the Second Support Center provided data-computing redundancy while SSA moved core systems to the National Support Center.2016-07-144Both facilities are independently corroborated as current/current-occupancy, but the 2016 redundancy topology is not assumed unchanged.REL754FAC_NSCstores_or_supportsDOM_EARNINGSSSA says the NSC maintains wage information on almost every American.2014-09-294High-level facility/data-domain relationship; not a claim that the NSC is the authoritative earnings database.REL755APP_ASCsends_appointments_toAPP_WLMCurrent ASC rollout instructions state that ASC establishes initial-claim telephone appointments and sends them to WLM for distribution.2026-08-315REL756APP_WLMused_withinAPP_TEDCurrent WLM rollout instructions say technicians use WLM in the Technician Experience Dashboard.2026-08-295REL757APP_TEDprovides_access_toAPP_ASCCurrent ASC instructions direct technicians to access ASC from TED after customer verification or through TED external links.2026-08-315REL758APP_ASCappointment_history_visible_inAPP_TEDPast and future ASC appointments are displayed in TED Customer History.2026-08-315REL759APP_ASCsupportsDOM_TITLE2Current protective-filing and appointment procedures use ASC in initial-claim workflows that include Title II claims.2026-09-225REL760APP_ASCsupportsDOM_TITLE16Current SSI protective-filing policy identifies ASC as part of oral-inquiry/claim scheduling workflows.2026-09-225REL761APP_WLMdistributes_work_toORG_SSA_FIELD_OFFICESWLM rollout uses a national queue so eligible initial-claim telephone appointments can be taken by available technicians beyond the claimant's local jurisdiction.2026-08-295REL762APP_TEDinitiates_tasks_forAPP_UPLOAD_DOCUMENTSSSA's Upload Documents rollout describes the original technician-initiated workflow as beginning with a TED task.2025-03-285REL763APP_UPLOAD_DOCUMENTSaccessible_viaAPP_MYSSAEligible individual representative payees submit forms and evidence through Upload Documents in my Social Security.2025-12-115REL764APP_UPLOAD_DOCUMENTSroutes_documents_toAPP_WORKTRACKSSA states documents submitted through Upload Documents route to the servicing field office in WorkTrack.2025-12-115REL765APP_WORKTRACKmanually_transfers_documents_toAPP_EVIEWCurrent instructions require technicians/managers to review WorkTrack documents and manually transfer appropriate documents to eView.2026-02-255Explicitly modeled as manual workflow, not an automated system interface.REL766APP_WORKTRACKused_withAPP_EPCurrent protective-filing policy directs technicians to review WorkTrack and Evidence Portal among systems used to locate protective-filing evidence.2026-04-275Workflow co-use only; no technical interface is asserted.REL767PLAT_MODERN_DATA_LAYERuses_modernization_approachTECH_MICROSERVICESFY2026 modernization text cites microservices as a technology for centralized customer-oriented data products and replacement of outdated systems.2026-10-034Design-intent relationship; production implementation is not independently verified.REL768PLAT_MODERN_DATA_LAYERuses_modernization_approachTECH_APIFY2026 modernization text cites APIs as a technology for centralized customer-oriented data products and simplified data integration.2026-10-034Design-intent relationship; no API product or protocol is inferred.REL769PLAT_MODERN_DATA_LAYERsupports_migration_towardARCH_CLOUDSSA states the modernization approach is intended to help migrate data and applications to cloud environments.2026-10-034Budgeted design intent, not evidence of a completed MDL cloud deployment.REL770APP_ECCuses_architectureARCH_CLOUDFY2027 budget describes Enterprise Contact Center/IVR as SSA's cloud-based contact-center solution.2026-10-035REL771PROJ_ENTERPRISE_CRMplanned_integration_withAPP_TEDFY2027 budget states the enterprise CRM is planned to integrate with the Technician Experience Dashboard.2026-10-035REL772PROJ_ENTERPRISE_CRMplanned_integration_withAPP_ECCFY2027 budget states the enterprise CRM is planned to integrate with the Enterprise Contact Center.2026-10-035REL773PROJ_ENTERPRISE_CRMplanned_integration_withAPP_WLMFY2027 budget states the enterprise CRM is planned to integrate with workload-management capabilities.2026-10-035REL774PROJ_MYSSA_MOBILEmodernizesAPP_MYSSAFY2027 budget identifies my Social Security modernization and mobile-app capabilities as a funded initiative.2026-10-035REL775PROJ_SSN_CARD_MODERNIZATIONsupportsDOM_ENUMERATIONFY2027 SSN Card Services Modernization concerns digital SSN card-related services and therefore directly supports the enumeration/SSN service domain.2026-10-035REL776PROJ_WORK_CDRuses_modernization_approachTECH_APIFY2027 budget describes a modern Work CDR application integrated with downstream systems and management information using modern application approaches.2026-10-034The budget does not publish a specific API inventory, gateway or protocol.REL777APP_CCEuses_modernization_approachTECH_APIFY2027 budget describes continuing CCE modernization using modern cloud-native applications and APIs as legacy COBOL components are replaced.2026-10-035REL778CON_OPTS_ACCENTURE_BPAawarded_toORG_ACCENTURE_FEDERALUSAspending identifies Accenture Federal Services LLC as recipient of BPA 28321321A00040017.2026-10-035REL779CON_OPTS_ACCENTURE_BPAsupportsAPP_OPTSThe BPA description states it provides software and support services for the Online Processing and Tracking System.2026-10-035REL780CON_OPTS_ACCENTURE_BPAprocuresTECH_SALESFORCEUSAspending identifies the major program as Salesforce OPTS license renewal and services.2026-10-035REL781APP_OPTSuses_platformTECH_SALESFORCEThe active BPA's major-program description explicitly ties Salesforce license renewal and services to OPTS.2026-10-035REL782CON_PEGA_2026awarded_toORG_IMMIXTECHUSAspending identifies immixTechnology, Inc. as recipient of the SSA Pega re-compete award.2026-10-035REL783CON_PEGA_2026procuresTECH_PEGA_PLATFORMAward description covers Pega software modules, software maintenance and SaaS platform.2026-10-035REL784APP_EEOreadsSYS_MEFEEO begins with earnings activity on the Master Earnings File and uses MEF earnings as the primary source for earnings-test enforcement.2026-10-035REL785APP_EEOcompares_againstSYS_MBREEO compares MEF earnings with earnings estimates/reports and other information posted to the MBR.2026-10-035REL786APP_EEOautomated_processing_viaAPP_T2RCurrent POMS states automated EEO cases are processed through Title II Redesign.2026-10-035REL787APP_EEOsupportsDOM_TITLE2EEO selects Title II beneficiaries subject to earnings-test withholding and identifies potential overpayment or underpayment situations.2026-10-035REL788APP_EEOmay_create_manual_work_control_inAPP_PCACSEEO cases that cannot be automated require manual review in processing-center workflows; PCACS is used for Title II processing-center workload control.2026-10-034Cross-workflow relationship; EEO POMS establishes manual-review cases but does not name PCACS for every EEO case.REL789PROC_AEROuses_earnings_fromSYS_MEFCurrent earnings-test policy treats AERO recomputation as dependent on corrected/posted earnings information.2026-10-034Functional dependency, not a claim of a direct technical API.REL790PROC_AEROexecuted_within_or_viaAPP_T2RPOMS states T2R incorporated the functionality of legacy AJS-1/AERO.2014-085REL791HIST_AJS1modernized_intoAPP_T2RT2R incorporated Automated Job Stream 1 functionality in August 2014.2014-085REL792HIST_AJS1implementedPROC_AEROAJS-1 was also known as the Automated Earnings Reappraisal Operation and primarily handled earnings-driven benefit-rate changes.2014-085REL793HIST_AJS3modernized_intoAPP_T2RAJS-3 software was retired and its functionality rolled into T2R in August 2012.2012-085REL794APP_SRDBARprocesses_adjustments_fromAPP_ICORCurrent POMS states SRDBAR can reject an Item Correction (ICOR) adjustment.2026-10-035REL795APP_SRDBARrejects_controlled_inAPP_PCACSWhen SRDBAR rejects an ICOR adjustment requiring correction, staff list/control the case in PCACS.2026-10-035REL796APP_SRDBARreject_context_documented_onSYS_MBRCurrent POMS requires a special message on the MBR explaining the earnings discrepancy when SRDBAR rejects an adjustment.2026-10-035REL797PROC_AEROuses_exception_fileDB_AERO_BYPASSUnresolved listing-code conditions cause the AERO BYPASS file to generate a manual-review alert and prevent automatic AERO increases.2026-10-035REL798DB_AERO_BYPASSgenerates_manual_review_forAPP_PCACSAERO bypass conditions are associated with PC manual review and PCACS listing-code controls.2026-10-034POMS explicitly describes the bypass alert and PCACS listing code; it does not state the bypass file writes directly into PCACS.REL799APP_CDREOuses_earnings_fromORG_IRSCurrent POMS states CDREO uses earnings from IRS to identify disability beneficiaries requiring possible work CDR review.2026-10-035REL800APP_CDREOgenerates_alerts_inDB_DCFCDREO alerts post to the Disability Control File as T2 Work CDR events.2026-10-035REL801APP_CDREOdisplayed_throughIFACE_QWIDCurrent POMS directs technicians to access CDREO enforcement information through QWID.2026-10-035REL802APP_CDREOfeeds_reviews_inAPP_EWORKCDREO alerts are a starting point for work reviews that technicians develop and adjudicate in eWork.2026-10-035REL803APP_CDREOsupportsDOM_TITLE2CDREO targets Title II and concurrent disability beneficiaries with potentially uninvestigated earnings.2026-10-035REL804PROC_QEPreceives_quarterly_earnings_fromORG_OCSECurrent POMS states QEP uses quarterly earnings received from HHS OCSE.2026-10-035REL805PROC_QEPuses_data_fromDB_NDNHQEP selections are based on NDNH earnings in the identified quarter.2026-10-035REL806PROC_QEPgenerates_alerts_inDB_DCFQEP alerts post as T2 Work CDR events used to initiate or support work review.2026-10-035REL807PROC_QEPdisplayed_throughIFACE_QWIDCurrent POMS states QEP-generated alerts appear on the QWID screen.2026-10-035REL808PROC_QEPfeeds_reviews_inAPP_EWORKQEP alerts are a starting point for work reviews; current instructions direct review/development in eWork.2026-10-035REL809IFACE_QMIDqueriesDB_DCFQMID is the CDR medical-information query screen used to examine diary information during enforcement review.2026-10-035REL810IFACE_QWIDqueriesDB_DCFQWID is the DCF work-information query screen used for enforcement and work-review information.2026-10-035REL811DB_NDNHoperated_byORG_OCSESSA POMS identifies NDNH as an OCSE database containing state/federal new-hire, wage and unemployment information.2026-10-035REL812DB_NDNHcontainsDOM_EARNINGSNDNH contains quarterly wage information used by SSA for payment accuracy and earnings investigations.2026-10-035REL813IFACE_NDNH_QUERYqueriesDB_NDNHAuthorized SSA users use the NDNH Query to investigate potential earnings.2026-10-034Detailed interface instructions are older; current 2026 POMS still lists the NDNH Query and active matching programs confirm ongoing NDNH use.REL814IFACE_NDNH_QUERYused_byAPP_MCSFor initial disability claimants, POMS states an MCS application establishes the business relationship that permits authorized NDNH query access.2026-10-034This is an access prerequisite relationship, not a direct MCS-to-NDNH interface.REL815EX_OCSE_NDNH_1074serves_partnerORG_OCSECMA 1074 is an active SSA-OCSE computer matching program.2026-10-035REL816EX_OCSE_NDNH_1074provides_access_toDB_NDNHThe active matching arrangement supports online access to NDNH information; POMS documents query-only access for authorized SSA users.2026-10-034Operational query detail comes from POMS; active status comes from the current matching-program list.REL817EX_OCSE_NDNH_1074used_viaIFACE_NDNH_QUERYPOMS documents the authorized NDNH online query used in disability work development.2026-10-034REL818EX_OCSE_NDNH_1098serves_partnerORG_OCSECMA 1098 is an active SSA-OCSE computer matching program.2026-10-035REL819EX_OCSE_NDNH_1098uses_sourceDB_NDNHThe Title II match uses OCSE NDNH quarterly wage/unemployment information for DI administration.2026-10-034The current SSA list identifies the agreement and partner; detailed data content is corroborated by SSA POMS and prior matching documentation.REL820EX_OCSE_NDNH_1098supportsDOM_TITLE2CMA 1098 supports Title II Disability Insurance eligibility, continuing entitlement and payment-accuracy functions.2026-10-034REL821APP_TPPSissues_payments_viaPAY_USDCCurrent POMS says field offices issue EAPs and Title XVI immediate payments through TPPS via a U.S. Debit Card effective 2026-02-09.2026-10-035REL822APP_MSSICStransmits_title_xvi_immediate_payment_toAPP_TPPSCurrent SI 02004.010 says staff establish, approve, and transmit a Title XVI immediate payment in MSSICS and then transmit payment information to TPPS.2026-10-035REL823APP_MSSICStransmits_title_xvi_immediate_payment_toSYS_SSRCurrent SI 02004.010 requires same-day transmission of Title XVI immediate-payment data to the SSR; overnight processing also sends the information to the SSR.2026-10-035REL824APP_SSI_RMAsupports_eap_amount_calculation_beforeAPP_MSSICSPOMS directs technicians to compute the EAP amount with the SSI RMA program or SSA-4968 before establishing/approving/transmitting the EAP in MSSICS.2026-10-034This is a documented workflow sequence, not an asserted automated system-to-system interface.REL825PROC_AOTPrecorded_onSYS_SSRPOMS states a successful automated one-time payment is annotated on the SSR.2026-10-035REL826PROC_MOTPmanually_posted_toSYS_SSRPOMS states a manual one-time payment must be manually posted to the SSR after issuance.2026-10-035REL827PROC_MOTPcertified_toORG_TREASURYPOMS states the Payment Certification Branch certifies an M-OTP to the U.S. Department of the Treasury.2026-10-035REL828DB_FO_MANUAL_OTP_CONTROLtracksPROC_MOTPPOMS directs field offices to check the manual OTP control file when an alleged M-OTP does not appear on the SSR.2026-10-035REL829APP_MSSICSexposes_or_usesIFACE_SSI_DIRECT_SSRCurrent waiver and nonreceipt procedures explicitly refer to MSSICS/SSI Claims System Direct SSR Update screens.2026-10-035Logical user/system interface; implementation technology is not public.REL830IFACE_SSI_DIRECT_SSRupdatesSYS_SSRCurrent POMS uses Direct SSR Update screens for stop-payment, overpayment-decision, and waiver actions affecting the SSR.2026-10-035REL831APP_CCEestablishes_claim_beforeAPP_EDCSCurrent EDCS procedures say MSSICS/CCE should establish the initial claim, reconsideration request, or hearing request before EDCS case creation, subject to documented exclusions.2026-10-035REL832APP_CCEbuildsSYS_SSRFor specified QDD/CAL SSI cases, current instructions direct staff to use CCE to build the SSR in blank payment status; under stated conditions a favorable DDS decision can then automatically effectuate.2026-10-035Scope is limited to the conditions in DI 11055 TN 97; this is not asserted as the universal CCE-to-SSR path for every SSI case.REL833APP_CCEused_in_title_xvi_waiver_workflow_withIFACE_SSI_DIRECT_SSRCurrent waiver procedures document the determination in CCE DROC and then require Direct SSR Update/UOWV processing to post the Title XVI waiver decision to the SSR.2026-10-035Workflow relationship only; no direct CCE-to-interface technical call is asserted.REL834REPO_NDREDprepares_dma_barcode_for_ingest_toREPO_NDRPOMS says the NDRed application in Evidence Portal obtains artifact metadata, associates the artifact with the claim filing, and prepares the DMA barcode before the artifact is faxed into NDR.2026-10-035Pre-existing Atlas entity REPO_NDRED is retained even though current POMS calls NDRed an application.REL835REPO_NDRis_section_ofCOMP_DMAPOMS states the Non Disability Repository is contained in a section of Document Manager Architecture.2026-10-035REL836APP_CFUIviewsREPO_NDRPOMS says CFUI is used to view an artifact after it has been stored in NDR.2026-10-035REL837APP_CFUIused_withinAPP_EPPOMS says CFUI is used in the Evidence Portal to view artifacts stored in NDR.2026-10-035REL838APP_EWORKuses_notice_generation_fromAPP_DPSCurrent eWork exclusion instructions require DPS to prepare due-process or final notices because eWork exclusion processing cannot produce the notices.2026-10-035REL839APP_RASRfalls_back_toAPP_DPSCurrent representative-appointment POMS says acknowledgment notices are available in DPS for manual processing when RASR fails to send them; DPS is also used for failed direct-payment-assignment notices.2026-10-035REL840APP_RASRfalls_back_toAPP_AURORACurrent representative-appointment POMS says the acknowledgment notice is available in Manage Text (AURORA) for manual processing when RASR fails to send it.2026-10-035REL841APP_DPSsupportsPROC_SNOCurrent POMS uses DPS to prepare SNO cover notices and automatically route alternate-format requests.2026-10-035REL842APP_CHIPsupportsPROC_SNOCurrent POMS uses CHIP to prepare SNO cover notices and automatically route alternate-format requests.2026-10-035REL843APP_HEARTreplacesAPP_DRAPSSA FY2025 budget material explicitly says the agency is migrating from the legacy DRAP system to HeaRT via Microsoft Teams, a commercial cloud-based solution.2026-10-035Replacement is established for the hearing recording/transcription workflow; complete physical retirement of every DRAP artifact is not asserted.REL844APP_HEARTusesPLAT_MS_TEAMSSSA FY2025 Congressional Justification names the product as Hearing Recordings and Transcriptions (HeaRT) via Microsoft Teams.2026-10-035REL845APP_DRAPproducedDATA_HEARING_RECORDINGSSA historical PIA says DRAP replaces analog recording with digital audio for ALJ hearings and that the recording becomes part of the official agency claim file.2026-10-035Historical relationship retained for modernization lineage, not current operation.REL846INIT_CYBER_MOD_COMPLIANCEpart_ofPROGRAM_IT_SECURITYFY2027 LAE lists Cybersecurity Modernization and Compliance as a key IT Security initiative.2026-10-035Budget-plan relationship.REL847INIT_IDENTITY_ACCESS_RISKpart_ofPROGRAM_IT_SECURITYFY2027 LAE lists Identity, Access, and Risk Management as a key IT Security initiative.2026-10-035Budget-plan relationship.REL848INIT_SECOPS_THREAT_RESPONSEpart_ofPROGRAM_IT_SECURITYFY2027 LAE lists Security Operations and Threat Response as a key IT Security initiative.2026-10-035Budget-plan relationship.REL849INIT_ASSESSMENT_APPSECpart_ofPROGRAM_IT_SECURITYFY2027 LAE lists Assessment and Application Security as a key IT Security initiative.2026-10-035Budget-plan relationship.REL850APP_AI_DIPuses_vendorORG_HYPERSCIENCESSA inventory identifies Hyperscience as vendor for Duplicate Identification Process.2026-04-135REL851APP_AI_DIPusesTECH_MACHINE_LEARNINGInventory classifies the use case as Classical ML.2026-04-135REL852APP_FORM_DATA_EXTRACTIONuses_vendorORG_HYPERSCIENCESSA inventory identifies Hyperscience as vendor for forms classification/data extraction.2026-04-135REL853APP_FORM_DATA_EXTRACTIONusesTECH_COMPUTER_VISIONInventory classifies forms classification/data extraction as Computer Vision.2026-04-135REL854APP_POLICYNET_21CusesTECH_APACHE_SOLRSSA states intelligent search results are enabled by Apache Solr.2026-04-135REL855APP_POLICYNET_21CusesTECH_MACHINE_LEARNINGInventory classifies PolicyNet search as Classical ML and describes learning-to-rank.2026-04-135REL856APP_AGENCY_SUPPORT_COMPANIONuses_vendorORG_MICROSOFTSSA inventory lists Microsoft / OpenAI for ASC.2026-04-135REL857APP_AGENCY_SUPPORT_COMPANIONuses_model_providerORG_OPENAISSA inventory lists Microsoft / OpenAI for ASC.2026-04-135REL858APP_AGENCY_SUPPORT_COMPANIONusesTECH_GENERATIVE_AIInventory classifies ASC as Generative AI.2026-04-135REL859APP_DGPruns_onPLAT_INFORMATICA_EDCInventory identifies Enterprise Data Catalog as the authorized system for DGP.2026-04-135REL860APP_DGPuses_vendorORG_INFORMATICAInventory identifies Informatica as vendor for DGP.2026-04-135REL861APP_DGPusesTECH_GENERATIVE_AIInventory classifies DGP as Generative AI.2026-04-135REL862APP_DGPusesTECH_NLPInventory description explicitly states DGP uses NLP to support rule creation and plain-text conversion.2026-04-135REL863APP_CODE_MOD_AIruns_onPLAT_AVERISOURCEInventory identifies AveriSource Platform as the authorized system.2026-04-135REL864APP_CODE_MOD_AIuses_vendorORG_AVERISOURCEInventory identifies AveriSource as vendor.2026-04-135REL865APP_CODE_MOD_AIusesTECH_GENERATIVE_AIInventory classifies modernized-code generation as Generative AI.2026-04-135REL866APP_PATaugmentsAPP_POLICYNET_21CPAT inventory row identifies 21st Century PolicyNet as its authorized system and grounds answers in SSA policy data.2026-04-135REL867APP_PATuses_vendorORG_MICROSOFTInventory lists Microsoft / OpenAI for PAT.2026-04-135REL868APP_PATuses_model_providerORG_OPENAIInventory lists Microsoft / OpenAI for PAT.2026-04-135REL869APP_PATusesTECH_GENERATIVE_AIInventory classifies PAT as Generative AI.2026-04-135REL870APP_CODING_ASSISTuses_vendorORG_WINDSURFInventory identifies Windsurf for pre-deployment Coding Assistance.2026-04-135REL871APP_CODING_ASSISTusesTECH_AGENTIC_AIInventory classifies Coding Assistance as Agentic AI.2026-04-135REL872APP_MAINFRAME_CODE_ASSISTuses_vendorORG_IBMInventory lists IBM watsonx Code Assistant for mainframe code modernization assistant.2026-04-135REL873APP_MAINFRAME_CODE_ASSISTuses_vendorORG_BROADCOMInventory lists Broadcom Code for Z for mainframe code modernization assistant.2026-04-135REL874APP_MAINFRAME_CODE_ASSISTusesTECH_GENERATIVE_AIInventory classifies mainframe code modernization assistant as Generative AI.2026-04-135REL875APP_ETSuses_vendorORG_SERVICENOWInventory lists ServiceNow and AWS; authorized system is ServiceNow.2026-04-135REL876APP_ETSuses_cloud_providerORG_AWSInventory lists AWS alongside ServiceNow for ETS.2026-04-135REL877APP_GENERAL_USE_CHATBOTuses_vendorORG_MICROSOFTInventory identifies Microsoft M365 Copilot Chat.2026-04-135REL878APP_GENERAL_USE_CHATBOTusesTECH_GENERATIVE_AIInventory classifies General Use Chatbot as Generative AI.2026-04-135REL879APP_AI_COMMENT_ANALYSISusesTECH_GENERATIVE_AIInventory classifies AI Comment Analysis as Generative AI.2026-04-135REL880APP_MDW_AIusesTECH_MACHINE_LEARNINGInventory classifies MDW use case as Classical ML.2026-04-135REL881APP_MDW_AIusesTECH_NLPInventory names MDW using Natural Language Processing as the system.2026-04-135REL882APP_PER_TDR_MODELSusesTECH_MACHINE_LEARNINGInventory classifies PER/TDR as Classical ML.2026-04-135REL883APP_PER_TDR_MODELSscores_data_fromDOM_TITLE2Inventory states PER/TDR uses Title II administrative data including SSA-831.2026-04-135REL884APP_PER_TDR_MODELSscores_data_fromDOM_TITLE16Inventory states PER/TDR uses Title XVI administrative data including SSA-831.2026-04-135REL885APP_CDR_MODELusesTECH_MACHINE_LEARNINGInventory classifies CDR model as Classical ML.2026-04-135REL886APP_CDR_MODELingestsSYS_MBRInventory states CDR model uses MBR data.2026-04-135REL887APP_CDR_MODELingestsSYS_SSRInventory states CDR model uses SSR data.2026-04-135REL888APP_CDR_MODELingestsDOM_MEDICAREInventory states Title II CDR models use CMS health data.2026-04-135REL889APP_SSI_RZ_MODELusesTECH_MACHINE_LEARNINGInventory classifies SSI Redetermination Model as Classical ML.2026-04-135REL890APP_SSI_RZ_MODELprioritizes_cases_inDOM_TITLE16Model prioritizes SSI discretionary non-medical redeterminations for expected overpayment.2026-04-135REL891APP_PATHusesTECH_MACHINE_LEARNINGInventory classifies PATH as Classical ML.2026-04-135REL892APP_GENAI_ANALYTICSusesTECH_GENERATIVE_AIInventory classifies analytic-insights use case as Generative AI.2026-04-135REL893APP_GENAI_ANALYTICSuses_vendorORG_MICROSOFTInventory lists Microsoft / OpenAI.2026-04-135REL894APP_GENAI_ANALYTICSuses_model_providerORG_OPENAIInventory lists Microsoft / OpenAI.2026-04-135REL895APP_CXFTuses_vendorORG_MEDALLIAInventory identifies Medallia for Customer Insight Tool/CXFT.2026-04-135REL896APP_CXFTusesTECH_NLPInventory classifies Customer Insight Tool as NLP.2026-04-135REL897DATA_BE_PUFgenerated_withTECH_MACHINE_LEARNINGInventory classifies Benefit and Earnings Public Use File generation as Classical ML.2026-04-135REL898APP_SSAMWRusesTECH_COMPUTER_VISION2025 inventory states Mobile Wage Reporting uses computer vision to extract gross pay and pay date from pay-stub images.2026-04-135REL899APP_SSAMWRuses_cloud_providerORG_AWS2025 inventory identifies AWS for Mobile Wage Reporting.2026-04-135REL900APP_800_QA_BOToperates_withinAPP_ECCInventory identifies Enterprise Contact Center as the authorized system for the 800-number Q&A/OIG intake use case.2026-04-135REL901APP_800_QA_BOTuses_cloud_providerORG_AWSInventory identifies AWS for the 800-number Q&A/OIG intake use case.2026-04-135REL902APP_800_QA_BOTusesTECH_GENERATIVE_AIInventory classifies the use case as Generative AI.2026-04-135REL903APP_DIGITAL_ID_AIimplemented_by_external_serviceSVC_IDMEInventory identifies ID.me as the vendor for Digital Identity Verification Services.2026-04-135REL904APP_DIGITAL_ID_AIusesTECH_COMPUTER_VISIONInventory classifies Digital Identity Verification Services as Computer Vision.2026-04-135REL905APP_INSIGHTusesTECH_MACHINE_LEARNINGInventory classifies Insight as Classical ML.2026-04-135REL906APP_IMAGENusesTECH_MACHINE_LEARNING2025 inventory classifies IMAGEN as Classical ML and describes annotations and candidate impairment/listing codes.2026-04-135REL907APP_HEARTuses_vendorORG_MICROSOFT2025 inventory identifies Microsoft for speech-to-text hearing transcription and names Hearing Recording and Transcription as the authorized system.2026-04-135REL908APP_HEARTusesTECH_NLP2025 inventory classifies speech-to-text hearing transcription as NLP.2026-04-135REL909APP_VAATusesTECH_GENERATIVE_AIInventory classifies VAAT as Generative AI.2026-04-135REL910APP_VAATuses_vendorORG_MICROSOFTInventory lists Microsoft / OpenAI for VAAT.2026-04-135REL911APP_VAATuses_model_providerORG_OPENAIInventory lists Microsoft / OpenAI for VAAT.2026-04-135REL912APP_VAATruns_withinPLAT_EDIB_CLOUDInventory identifies eDIB Cloud as the authorized system for VAAT.2026-04-135REL913APP_APP_OBSERVABILITY_AIuses_vendorORG_DYNATRACEInventory identifies Dynatrace for Application Observability Support.2026-04-135REL914APP_APP_OBSERVABILITY_AIusesTECH_MACHINE_LEARNINGInventory classifies observability support as Classical ML.2026-04-135REL915APP_THERAPY_CHATBOTuses_vendorORG_ESPYR_ACENTRAInventory identifies Espyr/Acentra for the employee therapy chatbot.2026-04-135REL916APP_THERAPY_CHATBOTusesTECH_GENERATIVE_AIInventory classifies the therapy chatbot as Generative AI.2026-04-135REL917APP_TRAINING_SIMULATORuses_vendorORG_SKILLSOFT_PERCIPIOInventory identifies Skillsoft/Percipio for Training Interaction Simulator.2026-04-135REL918APP_TRAINING_SIMULATORusesTECH_GENERATIVE_AIInventory classifies Training Interaction Simulator as Generative AI.2026-04-135REL919APP_HR_CHATBOTuses_vendorORG_MICROSOFTInventory identifies Microsoft / OpenAI for HR Chatbot.2026-04-135REL920APP_HR_CHATBOTuses_model_providerORG_OPENAIInventory identifies Microsoft / OpenAI for HR Chatbot.2026-04-135REL921APP_HR_CHATBOTusesTECH_GENERATIVE_AIInventory classifies HR Chatbot as Generative AI.2026-04-135REL922APP_TRAINING_MEDIA_AIuses_vendorORG_ADOBEInventory identifies Adobe for training audio/video generation.2026-04-135REL923APP_TRAINING_MEDIA_AIuses_vendorORG_ARTICULATEInventory identifies Articulate for training audio/video generation.2026-04-135REL924APP_TRAINING_MEDIA_AIuses_vendorORG_VYONDInventory identifies Vyond for training audio/video generation.2026-04-135REL925APP_TRAINING_MEDIA_AIusesTECH_GENERATIVE_AIInventory classifies training audio/video generation as Generative AI.2026-04-135REL926APP_QDD_MODELuses_vendorORG_IBMInventory identifies IBM for QDD model.2026-04-135REL927APP_QDD_MODELusesTECH_MACHINE_LEARNINGInventory classifies QDD model as Classical ML.2026-04-135REL928APP_QDD_MODELruns_withinPLAT_EDIBInventory identifies eDIB (electronic disability) as the authorized system for QDD.2026-04-135REL929APP_QDD_MODELsupportsORG_DDSQDD scores initial disability claims to prioritize DDS processing.2026-04-135REL930APP_EAFIworks_withAPP_E4641Current POMS identifies eAFI and e4641 as the two main components used in the AFI process.2026-09-105REL931APP_EAFIsends_requests_viaEX_AFI_FIeAFI electronically requests and views bank-account balance data from participating financial institutions.2026-09-105REL932APP_E4641sends_requests_viaEX_AFI_FIe4641 is an electronic AFI component used for financial-institution verification requests.2026-09-105REL933EX_AFI_FIreturnsDATA_FI_BALANCE_HISTORYAFI responses provide historical bank-account balance data used for SSI resource verification.2026-09-105REL934APP_EAFIreceivesDATA_FI_BALANCE_HISTORYeAFI View Request supports viewing returned FI balance information.2026-09-105REL935APP_E4641receivesDATA_FI_BALANCE_HISTORYe4641 responses provide FI balance information in the AFI process.2026-09-105REL936APP_EAFIsupportsDOM_TITLE16Mandatory AFI verification applies to specified SSI initial-eligibility actions and resource determinations.2026-09-105REL937APP_E4641supportsDOM_TITLE16e4641 is a main AFI component for SSI financial verification.2026-09-105REL938APP_ERPSgeneratesDATA_ERPS_ORG_IDeRPS creates an Organization ID using the organization physical-location ZIP Code plus a sequence number.2026-07-175REL939APP_ERPSverifies_organization_ein_againstDB_EIFCurrent POMS requires FO managers to verify organizational EIN information; EIF is referenced when validating the business/EIN record.2026-07-175REL940APP_ERPSchecks_death_alerts_fromAPP_DIPSeRPS produces an RP death alert when death data exist for an applicant in DIPS.2026-07-175GN 00502.132 source is dated 2022 but remains available POMS; relationship is modeled as an alert dependency, not a direct protocol.REL941APP_ERPSrecords_payee_type_onSYS_MBRCurrent POMS states Rep Payee Type is recorded on MBR, SSR, and eRPS.2026-07-175REL942APP_ERPSrecords_payee_type_onSYS_SSRCurrent POMS states Rep Payee Type is recorded on MBR, SSR, and eRPS.2026-07-175REL943ORG_PPDXgovernsEX_DTAPPDX is SSA’s focal point for agency-wide data exchange; DTA is one documented real-time data-exchange method.2026-03-175REL944APP_GSOplanned_sign_in_viaSVC_LOGIN_GOVCurrent GSO page states GSO will soon require sign-in using Login.gov or ID.me.2026-10-035Planned/upcoming relationship; not represented as completed cutover.REL945APP_GSOplanned_sign_in_viaSVC_IDMECurrent GSO page states GSO will soon require sign-in using Login.gov or ID.me.2026-10-035Planned/upcoming relationship; not represented as completed cutover.REL946SVC_DIRECT_EXPRESSfinancial_agentORG_FIFTH_THIRDBeginning May 18, 2026 new Direct Express enrollment requests go to Fifth Third Bank; SSA says the program is now managed by Fifth Third.2026-05-195REL947SVC_DIRECT_EXPRESSlegacy_financial_agent_during_transitionORG_COMERICAExisting Comerica-issued cards remain in use during phased migration to Fifth Third.2026-05-195REL948ORG_BFSselected_financial_agentORG_FIFTH_THIRDTreasury Bureau of the Fiscal Service selected Fifth Third as the new Direct Express financial agent in September 2025.2026-05-195REL949PROC_IDDoperated_withORG_FRBKCCurrent POMS states IDD is a joint effort between SSA and the Federal Reserve Bank of Kansas City.2026-08-255REL950PROC_IDDstores_bank_data_onSYS_MBRCurrent country-specific POMS stores IDD bank data on the MBR in the same fields used for U.S. direct deposit.2026-08-255REL951PROC_IDDusesSVC_ITS_GOVCurrent POMS requires ITS.gov updates for IDD processing and identifies ITS.gov as International Treasury Services.2026-08-255REL952PROC_IDDroutes_payments_throughORG_FRBKCSpecial country coding routes IDD payments through FRBKC and a processor bank to the beneficiary financial institution.2026-08-255REL953APP_POSupdatesSVC_ITS_GOVCurrent POMS requires same-day ITS.gov updates when processing supported IDD bank-data changes through POS.2026-08-255Represents coordinated business processing, not an inferred system-to-system API.REL954APP_MACADEupdatesSVC_ITS_GOVCurrent POMS requires same-day ITS.gov updates when processing supported IDD bank-data changes through MACADE.2026-08-255Represents coordinated business processing, not an inferred system-to-system API.REL955PROC_RETAPestablishes_entitlement_onSYS_MBRRETAP establishes applicable HI and SMI entitlement on the MBR for beneficiaries approaching Medicare entitlement.2026-10-035REL956PROC_RETAPsends_hi_entitlement_toORG_CMSFor beneficiaries residing in foreign countries, SSA sends RETAP-established HI entitlement information to CMS.2026-10-035REL957PROC_MALPcan_establishSYS_MBRCurrent state-buy-in POMS states MALP can automatically establish the MBR for an uninsured individual in specified cases.2026-06-305REL958IFACE_MCS_HI19part_ofAPP_MCSPOMS instructs technicians using MCS to use HI19 to initiate State buy-in.2026-06-305REL959IFACE_MCS_HI19initiatesPROC_STATE_BUYINHI19 is used in MCS to initiate State buy-in for applicable cases.2026-06-305REL960IFACE_CCE_HEALTH_INSpart_ofAPP_CCEPOMS identifies the CCE Health Insurance screen for documenting Medicaid and initiating State buy-in.2026-06-305REL961IFACE_CCE_HEALTH_INSinitiatesPROC_STATE_BUYINCCE Health Insurance screen includes an Initiate State Buy-in action for applicable cases.2026-06-305REL962EX_STATE_BUYINsupportsPROC_STATE_BUYINPOMS states the State buy-in program operates daily through automated data exchanges among States, SSA, and CMS.2026-07-155REL963EX_STATE_BUYINexchanges_withORG_CMSCMS participates in the daily automated State buy-in data exchanges.2026-07-155REL964APP_GSOfeeds_warrant_reporting_toAPP_FFSCFCurrent POMS states computer-generated warrant information received through GSO is processed through FFSCF.2026-10-035REL965FAC_NCCreceives_warrant_input_forAPP_FFSCFCurrent POMS states third-party computer-generated warrant information may be received at NCC and processed through FFSCF.2026-10-035REL966APP_FFSCFuses_identity_verification_fromAPP_EVSIncoming warrant files are run through EVS before FFSCF matching and control processing.2026-10-035REL967APP_FFSCFmatches_againstSYS_MBRFFSCF matches verified warrant data against MBR records.2026-10-035REL968APP_FFSCFmatches_againstSYS_SSRFFSCF matches verified warrant data against SSR records.2026-10-035REL969APP_FFSCFmatches_againstAPP_RPSFFSCF matches felony warrant data against the Representative Payee System.2026-10-035REL970APP_FFSCFsends_matched_warrants_toDB_NICMSPOMS states matched MBR/SSR warrant records are created for OIG to load into NICMS for verification.2026-10-035Modeled as a business-data handoff; transport protocol is not public.REL971DB_NICMSproduces_forDATA_OIG_WARRANT_DISPAfter OIG validation and law-enforcement action, OIG creates a Warrant Disposition File.2026-10-035NICMS is the documented OIG case system used in verification; the exact file-generation implementation is not disclosed.REL972DATA_OIG_WARRANT_DISPupdatesAPP_FFSCFThe OIG Warrant Disposition File is returned to FFSCF so the warrant database can be updated.2026-10-035REL973APP_FFSCFgenerates_actionable_warrants_forAPP_FFAPFFSCF generates an actionable warrant file for Title XVI processing in FFAP.2026-10-035REL974APP_FFSCFgenerates_warrant_data_forAPP_RPSFFSCF generates warrant data for representative-payee processing in RPS.2026-10-035REL975IFACE_FFELpart_ofAPP_MCSManual Title II fugitive suspension/reinstatement input can be made through FFEL in MCS.2026-10-035REL976IFACE_FFELpart_ofAPP_POSManual Title II fugitive suspension/reinstatement input can be made through FFEL in POS.2026-10-035REL977IFACE_FFELpart_ofAPP_MACADEManual Title II fugitive suspension/reinstatement input can be made through an FFEL look-alike screen in MACADE.2026-10-035REL978IFACE_FFELupdatesSYS_MBRFFEL processing establishes or updates fugitive-felon data on the MBR FUGITIVE line.2026-10-035REL979APP_PTMImonitors_pending_workload_inAPP_PUPSPTMI manages and monitors PUPS pending workloads and generates listings for offices with pending PUPS records.2026-10-035REL980PROC_PRISONER_MATCHusesAPP_EVSThe automated inmate matching operation verifies reported inmate identities through EVS when criteria are met.2026-10-035REL981PROC_PRISONER_MATCHusesAPP_UPSWhen EVS cannot verify an inmate identity, UPS supports manual verification and reentry into the matching operation.2026-10-035REL982PROC_PRISONER_MATCHusesDB_ALPHIDENTThe automated inmate matching operation screens records against ALPHIDENT when an SSN is missing or does not meet verification criteria.2026-10-035REL983PROC_PRISONER_MATCHcreates_records_inAPP_PUPSCurrent POMS states the matching operation creates PUPS records for verified inmate matches.2026-10-035REL984APP_UPSfeeds_corrected_identity_toAPP_EVSUPS can retain a corrected SSN and later notify EVS of the correct name and SSN for matching.2026-10-035REL985APP_PUPScalculates_incentive_payments_forAPP_IRCSPUPS calculates prisoner-report incentive payments; IRCS maintains reporter/facility agreement and incentive-payment information.2026-04-144Both roles are explicitly documented, but the public POMS does not establish a direct technical interface between PUPS and IRCS. This relation denotes shared business process, not API connectivity.REL986APP_BUCSsweeps_unpaid_incentive_records_inAPP_PUPSOn the first business day of each month BUCS searches PUPS for records with unpaid incentive-payment amounts.2026-04-145REL987PROC_APRYSE_RENEWAL_2026supportsAPP_DCEThe solicitation states the 12-month Apryse PDFTron PDFNet SDK renewal is to support the Document Conversion Engine.2026-04-295REL988PROC_APRYSE_RENEWAL_2026renewsTECH_APRYSE_PDFNETThe solicitation is specifically for annual renewal of Apryse PDFTron PDFNet SDK.2026-04-295REL989TECH_APRYSE_PDFNETsupportsAPP_DCESSA identifies PDFNet SDK as software used to support DCE.2026-04-295REL990ORG_APRYSEprovidesTECH_APRYSE_PDFNETThe official solicitation names the product as Apryse PDFTron PDFNet SDK.2026-04-295Product ownership is taken from the official product name; no reseller or awardee is inferred.REL991PROC_MAINFRAME_PRICING_2026assesses_pricing_forTECH_MAINFRAMEThe notice describes IT mainframe software pricing model assessment support services.2026-09-235REL992PROC_DATA_PIPELINE_RFI_2026seeks_solution_forCAP_ENTERPRISE_LOGGINGSSA seeks log creation/retention, aggregation, and encrypted-access functionality in a Data Pipeline Solution RFI.2026-05-145RFI requirements are linked to the existing Atlas enterprise-logging capability; this does not assert a selected product or implementation.REL993APP_MCSfeeds_nightlyDB_T2_ODSSSA Open Data documentation states data are downloaded from MCS nightly to the Title II Operational Data Store.2026-07-105REL994DATA_DOWRprovides_work_measurement_dates_forDB_T2_ODSSSA public workload documentation uses DOWR receipt dates alongside T2 ODS claims data for workload reporting.2026-07-104This represents documented reporting semantics, not a claimed direct database interface.REL995DATA_DDFP_BLOCKrestricts_direct_deposit_changes_viaEX_ENRWhen a DDFP Block is present, current POMS can require direct-deposit changes to be made in person rather than through automated channels.2026-10-035Control effect is modeled at the business-rule level; storage location is not inferred.REL996SVC_TCISsupports_payment_research_withDB_PHUSSSA staff use TCIS together with PHUS in check/nonreceipt research and payment-status resolution.2026-10-034Workflow relationship; no direct TCIS-to-PHUS technical interface is asserted.REL997SVC_TCISclaims_documents_stored_inAPP_EPCompleted Treasury FMS-1133 claims packages handled by SSA are scanned into Evidence Portal.2026-04-134Human-mediated document workflow, not a direct system integration.REL998APP_REACTcreates_limited_payability_event_inDB_PHUSCurrent POMS states successful REACT limited-payability processing results in PHUS creating EVENT 169 UNNEG CK.2026-07-165REL999APP_UPTQsupports_returned_payment_processing_forSYS_SSRCurrent POMS uses UPTQ in Title XVI returned-payment processing and notes returned funds are posted to SSR depending on Treasury processing.2026-10-034Business-workflow relationship; POMS explicitly warns UPTQ may not always reflect a return.REL_R102_001UI_MCS_NOT2screen_ofAPP_MCSCurrent POMS identifies NOT2 as an MCS screen technicians review when adjudicating represented claims.2026-10-075REL_R102_002UI_MSSICS_UATHscreen_ofAPP_MSSICSCurrent POMS identifies UATH as a MSSICS screen used in represented-claim adjudication.2026-10-075REL_R102_003UI_MSSICS_UFEEscreen_ofAPP_MSSICSCurrent POMS identifies UFEE as a MSSICS screen used in represented-claim adjudication.2026-10-075REL_R102_004UI_MACADE_ATTscreen_ofAPP_MACADECurrent POMS identifies ATT as a MACADE screen used in represented-claim adjudication.2026-10-075REL_R102_005APP_RASRsupportsUI_MCS_NOT2RASR-entered appointment information is followed by technician review of downstream MCS screens to ensure current representative data.2026-10-075REL_R102_006APP_RASRsupportsUI_MSSICS_UATHRASR-entered appointment information is followed by technician review of applicable MSSICS screens.2026-10-075REL_R102_007APP_RASRsupportsUI_MSSICS_UFEERASR-entered appointment information is followed by technician review of applicable MSSICS screens.2026-10-075REL_R102_008APP_RASRsupportsUI_MACADE_ATTRASR-entered appointment information is followed by technician review of applicable MACADE screen.2026-10-075REL_R102_009FORM_SSA1128supportsAPP_RASRSSA-1128 flags representative involvement on paper claims while SSA-1696 appointment information is entered into RASR.2026-10-075REL_R102_010PROC_SSI_EARNED_RZusesAPP_SSI_CLAIMS_LOGICALOpening a REDETERMINATION event in SSI Claims creates the guided path for earned-income development.2026-10-075REL_R102_011PROC_SSI_EARNED_RZreadsSYS_SSREarned-income development evaluates wage information on the SSR and prior estimates.2026-10-075REL_R102_012PROC_SSI_EARNED_RZupdatesSYS_SSRCurrent procedure directs staff to input future estimates and verified income during the RZ.2026-10-075REL_R102_013APP_SSI_CLAIMS_LOGICALgeneratesWORK_SSI_B3_DIARYThe system sets a B3 diary when automated netting and/or automated notice processing cannot complete.2026-10-075REL_R102_014WORK_SSI_B3_DIARYtriggersPROC_SSI_EARNED_RZA B3 diary identifies the RZ case for manual netting and/or manual notice action by the field office.2026-10-075REL_R102_015PROC_SSI_EARNED_RZusesDATA_SSI_U_TACCases requiring manual netting require staff to input a U TAC.2026-10-075REL_R102_016APP_UMCCCcontrolsPROC_UMC_SPECIAL_CDRThe identified pre-2006 UMC workload is tracked in UMCCC until all required actions are completed and effectuated.2026-10-075REL_R102_017APP_UMCCCused_byORG_SSA_FIELD_OFFICESThe field office taking action on the new CDR enters and clears UMC tracking information in UMCCC.2026-10-075REL_R102_018PROC_UMC_SPECIAL_CDRusesUI_DCF_IFOAWhen a prior CDR remains open, staff use IFOA to close it by annotating the prior cessation determination.2026-10-075REL_R102_019PROC_UMC_SPECIAL_CDRusesUI_DCF_IRMKStaff use IRMK to document that the UMC cessation determination was set aside.2026-10-075REL_R102_020PROC_UMC_SPECIAL_CDRusesUI_DCF_DRESStaff use DRES to manually establish the new CDR.2026-10-075REL_R102_021UI_DCF_IFOAupdatesDB_DCFIFOA is a DCF input screen used to record the prior CDR/cessation action.2026-10-075REL_R102_022UI_DCF_IRMKupdatesDB_DCFIRMK records UMC remarks on the DCF.2026-10-075REL_R102_023UI_DCF_DRESupdatesDB_DCFDRES manually establishes the new CDR on the DCF.2026-10-075REL_R102_024PROC_UMC_SPECIAL_CDRroutes_throughORG_DDSAfter field-office package completion, the new CDR is sent to DDS for adjudication.2026-10-075REL_R102_025ORG_CMSprovidesEX_MNUP_CMS_NONUTILCMS identifies Medicare enrollees with no Part A or Part B use for three or more years for the SSA MNUP process.2026-10-075REL_R102_026EX_MNUP_CMS_NONUTILfeedsPROC_MNUPSSA uses CMS non-utilization data as an indicator to select and prioritize Title II cases for review.2026-10-075REL_R102_027PROC_MNUPusesAPP_MNUP_WEBSITECurrent MNUP procedures require staff to document appointments, interviews, remarks, and case status on the MNUP website.2026-10-075REL_R102_028PROC_MNUPreadsSYS_MBRBefore interview SSA reviews the MBR and resolves discrepancies such as date of birth or address.2026-10-075REL_R102_029PROC_MNUPreadsSYS_NUMIDENTBefore interview SSA reviews NUMI/Numident information and resolves discrepancies.2026-10-075REL_R102_030PROC_MNUPreadsSYS_SSRBefore interview SSA may review the SSI record and resolve discrepancies.2026-10-075REL_R102_031PROC_MNUPusesAPP_CSRQCurrent interview policy directs identity/benefit review using CSRQ as part of MNUP interview work.2026-10-074Current search result supports CSRQ use; source does not document CSRQ internals.REL_R102_032FORM_SSA_L501producesPROC_MNUPSSA-L501 schedules the home-visit interview used in MNUP development.2026-10-075REL_R102_033FORM_SSA_L502producesPROC_MNUPSSA-L502 schedules the preferred telephone interview used in MNUP development.2026-10-075REL_R102_034FORM_SSA_L505producesPROC_MNUPSSA-L505 requests residence-address information needed for MNUP when only mailing address is available.2026-10-075REL_R102_035APP_DPSproducesFORM_SSA_L501Current MNUP policy states interview notices are available in DPS.2026-10-075REL_R102_036APP_DPSproducesFORM_SSA_L502Current MNUP policy states interview notices are available in DPS.2026-10-075REL_R102_037APP_DPSproducesFORM_SSA_L505Current MNUP policy states interview notices are available in DPS.2026-10-075REL_R102_038FORM_SSA_L505supportsDATA_MNUP_RESIDENCE_ADDRESSSSA-L505 is sent specifically to obtain a residence address when only a mailing address is available in SSA records.2026-10-075REL_R102_039DATA_MNUP_RESIDENCE_ADDRESSstored_inDATA_MNUP_ONLINE_WORKSHEETCurrent foreign-address procedure requires the FO to update the new address and phone number in the MNUP online worksheet; domestic residence development is also documented in the MNUP workflow.2026-10-074Do not infer an automatic MBR/SSR update from worksheet storage.REL_R102_040DATA_MNUP_ONLINE_WORKSHEETstored_inAPP_MNUP_WEBSITEInterview information is transcribed into the online worksheet on the MNUP website.2026-10-075REL_R102_041APP_MNUP_WEBSITEmaintainsDATA_MNUP_HIST_SUMMARYOlder still-active website policy states the MNUP site maintains historical summary-level data after interview entry.2026-10-074Retention duration and physical store are not stated.REL_R102_042APP_MNUP_WEBSITEhas_documented_componentUI_MNUP_TRANSFERCurrent policy names a TRANSFER facility on the MNUP website for moving cases to a new servicing FO.2026-10-075REL_R102_043PROC_MNUPgeneratesWORK_MNUP_15_DAY_DIARYAfter a third failed appointment, SSA establishes a 15-day due-process diary before suspension.2026-10-075REL_R102_044PROC_MNUPusesAPP_ARISWhen benefits are suspended for failure to keep MNUP appointments, staff immediately refer the case to OIG through ARIS.2026-10-075REL_R102_045PROC_MNUPsupportsPROC_MNUP_FOREIGN_COAIf MNUP discovers the beneficiary resides abroad, staff shift into the foreign-address verification and change-of-address development flow.2026-10-075REL_R102_046PROC_MNUP_FOREIGN_COAusesORG_SSA_OEIOFor specified foreign residences, FO sends the case to OEIO, which confirms residence and inputs the applicable change of address.2026-10-075REL_R102_047PROC_MNUP_FOREIGN_COAusesFORM_R96_SSA21The estimated date of foreign-address change serves as an indicator for SSA-21 in the OEIO development.2026-10-075REL_R102_048PROC_MNUP_FOREIGN_COAupdatesDATA_MNUP_ONLINE_WORKSHEETAfter OEIO response, the FO updates the foreign address, phone, LAF status, remarks, and completion status on the MNUP worksheet.2026-10-075REL_R102_049PROC_MNUP_FOREIGN_COAgeneratesDATA_MBR_MNUP_SPECIAL_MESSAGECurrent policy directs staff to post a specific MNUP foreign-COA Special Message to the MBR.2026-10-075REL_R102_050DATA_MBR_MNUP_SPECIAL_MESSAGEstored_inSYS_MBRThe MNUP foreign change-of-address Special Message is explicitly posted to the MBR.2026-10-075REL_R102_051DATA_OACT_DISABLED_AGE_SEX_202606part_ofDATA_OACT_PRIMARY_BEN_AGE_SEX_2026The primary-beneficiary age/sex product links to detailed disabled-worker data for June 30, 2026.2026-10-075REL_R103_0001FORM_SSA4547supplies_information_toAPP_ADRPSSA-4547 is a form channel for entering or updating ADRP information.2026-10-075SSA-4547 is a form channel for entering or updating ADRP information.REL_R103_0002APP_MYSSAprovides_access_toAPP_ADRPAPP_MYSSA is a documented channel or technician route for ADRP; exact technical integration is not disclosed.2026-10-075APP_MYSSA is a documented channel or technician route for ADRP; exact technical integration is not disclosed.REL_R103_0003APP_ICLAIMprovides_access_toAPP_ADRPAPP_ICLAIM is a documented channel or technician route for ADRP; exact technical integration is not disclosed.2026-10-075APP_ICLAIM is a documented channel or technician route for ADRP; exact technical integration is not disclosed.REL_R103_0004APP_MCSprovides_access_toAPP_ADRPAPP_MCS is a documented channel or technician route for ADRP; exact technical integration is not disclosed.2026-10-075APP_MCS is a documented channel or technician route for ADRP; exact technical integration is not disclosed.REL_R103_0005APP_IMAINprovides_access_toAPP_ADRPAPP_IMAIN is a documented channel or technician route for ADRP; exact technical integration is not disclosed.2026-10-075APP_IMAIN is a documented channel or technician route for ADRP; exact technical integration is not disclosed.REL_R103_0006APP_ADRPcollectsDATA_ADRP_DESIGNEE_INFOADRP records ordered advance designee attributes and update dates and does not collect designee SSNs.2026-10-075ADRP records ordered advance designee attributes and update dates and does not collect designee SSNs.REL_R103_0007UI_ADRP_DOCUMENT_CONTACTinterface_ofAPP_ADRPADRP Document Contact is reached through iMain.2026-10-075ADRP Document Contact is reached through iMain.REL_R103_0008APP_IMAINprovides_access_toUI_ADRP_DOCUMENT_CONTACTiMain intranet access is required for Document Contact page.2026-10-075iMain intranet access is required for Document Contact page.REL_R103_0009UI_ADRP_DOCUMENT_CONTACTcreatesDATA_ADRP_CONTACT_HISTORYContact documentation is automatically written to the ADRP Contact History table.2026-10-075Contact documentation is automatically written to the ADRP Contact History table.REL_R103_0010PROC_ADRP_CONTACTusesUI_ADRP_DOCUMENT_CONTACTSSA technicians document contact attempts and selection information in the Document Contact page.2026-10-075SSA technicians document contact attempts and selection information in the Document Contact page.REL_R103_0011PROC_ADRP_CONTACTusesDATA_ADRP_DESIGNEE_INFOContacts are attempted in order of beneficiary priority; limited contact details are available.2026-10-075Contacts are attempted in order of beneficiary priority; limited contact details are available.REL_R103_0012APP_ADRPproducesNOTICE_ADRP_ANNUALADRP supports automated annual notice to beneficiaries with advance designee(s) and no payee.2026-10-075ADRP supports automated annual notice to beneficiaries with advance designee(s) and no payee.REL_R103_0013APP_ADRPproducesDATA_ADRP_OR_RECEIPTADRP transaction receipts continue to be stored in ORS after July 2025 print-mail change.2026-10-075ADRP transaction receipts continue to be stored in ORS after July 2025 print-mail change.REL_R103_0014DATA_ADRP_OR_RECEIPTstored_inAPP_ORSAdvance designation receipt is stored in Online Retrieval System.2026-10-075Advance designation receipt is stored in Online Retrieval System.REL_R103_0015PROC_ADRP_CONTACTinforms_selection_inAPP_ERPSPayee selection documents consideration of advance designees in eRPS.2026-10-075Payee selection documents consideration of advance designees in eRPS.REL_R103_0016UI_ERPS_MERGE_ORGANIZATIONscreen_ofAPP_ERPSUI_ERPS_MERGE_ORGANIZATION is explicitly named as an eRPS screen.2026-10-075UI_ERPS_MERGE_ORGANIZATION is explicitly named as an eRPS screen.REL_R103_0017UI_ERPS_PENDING_APPLICATIONSscreen_ofAPP_ERPSUI_ERPS_PENDING_APPLICATIONS is explicitly named as an eRPS screen.2026-10-075UI_ERPS_PENDING_APPLICATIONS is explicitly named as an eRPS screen.REL_R103_0018UI_ERPS_SELECTED_LISTscreen_ofAPP_ERPSUI_ERPS_SELECTED_LIST is explicitly named as an eRPS screen.2026-10-075UI_ERPS_SELECTED_LIST is explicitly named as an eRPS screen.REL_R103_0019PROC_ERPS_ORG_MASS_CHANGEusesUI_ERPS_PENDING_APPLICATIONSMass organizational payee transition uses UI_ERPS_PENDING_APPLICATIONS.2026-10-075Mass organizational payee transition uses UI_ERPS_PENDING_APPLICATIONS.REL_R103_0020PROC_ERPS_ORG_MASS_CHANGEusesUI_ERPS_SELECTED_LISTMass organizational payee transition uses UI_ERPS_SELECTED_LIST.2026-10-075Mass organizational payee transition uses UI_ERPS_SELECTED_LIST.REL_R103_0021PROC_ERPS_ORG_MASS_CHANGEusesUI_ERPS_MERGE_ORGANIZATIONMass organizational payee transition uses UI_ERPS_MERGE_ORGANIZATION.2026-10-075Mass organizational payee transition uses UI_ERPS_MERGE_ORGANIZATION.REL_R103_0022PROC_ERPS_ORG_MASS_CHANGEusesWORK_ERPS_MASS_15_DAYMass organizational payee transition uses WORK_ERPS_MASS_15_DAY.2026-10-075Mass organizational payee transition uses WORK_ERPS_MASS_15_DAY.REL_R103_0023PROC_ERPS_ORG_MASS_CHANGEusesFORM_SSA11BKMass payee transition requires one SSA-11 application and beneficiary list.2026-10-075Mass payee transition requires one SSA-11 application and beneficiary list.REL_R103_0024PROC_ERPS_ORG_MASS_CHANGEusesUI_ERPS_BENEFICIARY_ADDRESS_CHANGEWhen beneficiary residence address changed during organization transition staff use the eRPS Beneficiary Address Change screen; no automatic MBR/SSR write inferred.2026-10-075When beneficiary residence address changed during organization transition staff use the eRPS Beneficiary Address Change screen; no automatic MBR/SSR write inferred.REL_R103_0025DATA_ERPS_PAYEE_ORG_ADDRESSrecorded_inAPP_ERPSOrganization-level address and payee-legend updates handled in eRPS without a payee-selection change when organization continues.2026-10-075Organization-level address and payee-legend updates handled in eRPS without a payee-selection change when organization continues.REL_R103_0026PROC_ERPS_ORG_MASS_CHANGEstores_evidence_inREPO_NDREDSSA-11 mass change evidence can be stored in NDRed under SSN of first beneficiary on list.2026-10-075SSA-11 mass change evidence can be stored in NDRed under SSN of first beneficiary on list.REL_R103_0027PROC_ERPS_ORG_MASS_CHANGEstores_evidence_inAPP_EVIEWSSA-11 may alternatively be stored in eView via Evidence Portal.2026-10-075SSA-11 may alternatively be stored in eView via Evidence Portal.REL_R103_0028UI_ERPS_RELATIONSHIP_DETAILSscreen_ofAPP_ERPSRelationship Details is an eRPS documentation tab.2026-10-075Relationship Details is an eRPS documentation tab.REL_R103_0029UI_ERPS_RELATIONSHIP_DETAILSstoresDATA_ERPS_ABLE_TITLE_NOTEDocument payee fiduciary ownership and titling of ABLE accounts in eRPS relationship notes.2026-10-075Document payee fiduciary ownership and titling of ABLE accounts in eRPS relationship notes.REL_R103_0030PROC_PAYEE_MEDICAL_CONFIRMATIONdocuments_inAPP_ERPSMedical evidence confirmation documented in eRPS RPOC when case is established.2026-10-075Medical evidence confirmation documented in eRPS RPOC when case is established.REL_R103_0031PROC_PAYEE_MEDICAL_CONFIRMATIONdocuments_inAPP_MCSTitle II cases outside eRPS use MCS Report of Contact.2026-10-075Title II cases outside eRPS use MCS Report of Contact.REL_R103_0032PROC_PAYEE_MEDICAL_CONFIRMATIONdocuments_inAPP_CCETitle XVI cases outside eRPS use CCE Report of Contact.2026-10-075Title XVI cases outside eRPS use CCE Report of Contact.REL_R103_0033PROC_PAYEE_MEDICAL_CONFIRMATIONretains_fallback_inREPO_NDREDUse SSA-5002 in NDRed or eView if no system RPOC possible.2026-10-075Use SSA-5002 in NDRed or eView if no system RPOC possible.REL_R103_0034PROC_PAYEE_MEDICAL_CONFIRMATIONretains_fallback_inAPP_EVIEWUse SSA-5002 in eView if no system RPOC possible.2026-10-075Use SSA-5002 in eView if no system RPOC possible.REL_R103_0035PROC_T2_REINSTATE_PAYEE_T2RusesAPP_ERPSRepresentative payee selection is initiated in eRPS.2026-10-075Representative payee selection is initiated in eRPS.REL_R103_0036APP_ERPSpasses_selection_throughAPP_T2RSSA explicitly says selected payee passes through T2R to MBR for some S-6/S-8 reinstatements.2026-10-075SSA explicitly says selected payee passes through T2R to MBR for some S-6/S-8 reinstatements.REL_R103_0037PROC_T2_REINSTATE_PAYEE_T2Rconditionally_requiresAPP_POSS-9 whereabouts unknown needs separate POS reinstatement after eRPS payee selection is posted to MBR.2026-10-075S-9 whereabouts unknown needs separate POS reinstatement after eRPS payee selection is posted to MBR.REL_R103_0038WORK_ERPS_TERMINATED_RELATIONSHIPgenerated_byAPP_ERPSeRPS alert reflects terminated payee relationship following certain Title II processing-center reinstatements.2026-10-075eRPS alert reflects terminated payee relationship following certain Title II processing-center reinstatements.REL_R103_0039APP_MACADEmay_triggerWORK_ERPS_TERMINATED_RELATIONSHIPMACADE reinstatement from termination with same payee may cause eRPS alert for FO correction.2026-10-075MACADE reinstatement from termination with same payee may cause eRPS alert for FO correction.REL_R103_0040DATA_USPS_119TH_CONG_GEOsupplied_byORG_USPSSSA publication explicitly attributes geographic district input to USPS.2026-10-075SSA publication explicitly attributes geographic district input to USPS.REL_R103_0041DATA_CONG_OASDI_2025derives_fromSYS_MBRSSA 2025 congressional OASDI table cites MBR 100-percent administrative data.2026-10-075SSA 2025 congressional OASDI table cites MBR 100-percent administrative data.REL_R103_0042DATA_CONG_SSI_2025derives_fromSYS_SSRSSA 2025 congressional SSI table cites SSR 100-percent administrative data.2026-10-075SSA 2025 congressional SSI table cites SSR 100-percent administrative data.REL_R103_0043DATA_CONG_OASDI_2025uses_geographic_dataDATA_USPS_119TH_CONG_GEOSSA publication cites USPS geographic data based on 119th Congress district definitions; field-level joins unknown.2026-10-075SSA publication cites USPS geographic data based on 119th Congress district definitions; field-level joins unknown.REL_R103_0044DATA_CONGRESSIONAL_STATS_2025containsDATA_CONG_OASDI_20252025 Congressional Statistics publication presents a program-specific district table.2026-10-0752025 Congressional Statistics publication presents a program-specific district table.REL_R103_0045DATA_CONG_SSI_2025uses_geographic_dataDATA_USPS_119TH_CONG_GEOSSA publication cites USPS geographic data based on 119th Congress district definitions; field-level joins unknown.2026-10-075SSA publication cites USPS geographic data based on 119th Congress district definitions; field-level joins unknown.REL_R103_0046DATA_CONGRESSIONAL_STATS_2025containsDATA_CONG_SSI_20252025 Congressional Statistics publication presents a program-specific district table.2026-10-0752025 Congressional Statistics publication presents a program-specific district table.REL_R103_0047APP_UIPATH_ASSISTANT_PCbuilt_onTECH_UIPATH_RPAUiPath Assistant is a platform built on vendor-identified UiPath automation technology.2026-10-075UiPath Assistant is a platform built on vendor-identified UiPath automation technology.REL_R103_0048PROC_PC_RPAusesTECH_UIPATH_RPASSA expressly reports UiPath bots for processing-center workloads.2026-10-075SSA expressly reports UiPath bots for processing-center workloads.REL_R103_0049PROC_PC_RPAusesAPP_UIPATH_ASSISTANT_PCUiPath Assistant was deployed to PC staff for RPA interaction in August 2025.2026-10-075UiPath Assistant was deployed to PC staff for RPA interaction in August 2025.REL_R103_0050APP_WORKSMARTsupportsPROJ_WORK_CDRWorkSmart alerts potentially overpaid DI beneficiary cases for work CDRs.2026-10-075WorkSmart alerts potentially overpaid DI beneficiary cases for work CDRs.REL_R103_0051APP_WORKSMARTmay_use_authorized_data_fromEX_PIEWith appropriate authorization WorkSmart may utilize PIE data for CDR targeting; do not model unconditional completed integration.2026-10-075With appropriate authorization WorkSmart may utilize PIE data for CDR targeting; do not model unconditional completed integration.REL_R103_0052PROC_TARGETED_WORK_REVIEWsupportsPROJ_WORK_CDRTWRP is an operational alternative path within work CDR processing launched July 2025.2026-10-075TWRP is an operational alternative path within work CDR processing launched July 2025.REL_R103_0053APP_CDREOcontrolled_byDB_DCF2017 PIA says DCF controls CDREO operation that alerts post-disability work earnings; current implementation requires validation.2026-10-0742017 PIA says DCF controls CDREO operation that alerts post-disability work earnings; current implementation requires validation.REL_R103_0054APP_IDMS_DIScomprisesAPP_DCFS2017 PIA identifies DCFS as subsystem of IDMS.2026-10-0742017 PIA identifies DCFS as subsystem of IDMS.REL_R103_0055APP_IDMS_DIScomprisesAPP_EWORK2017 PIA identifies eWork as subsystem of IDMS; historical architecture.2026-10-0742017 PIA identifies eWork as subsystem of IDMS; historical architecture.REL_R103_0056APP_IDMS_DIScomprisesAPP_CDREO2017 PIA identifies CDREO among disability management subsystems.2026-10-0742017 PIA identifies CDREO among disability management subsystems.REL_R103_0057DB_DCFhistorically_reads_and_updates_according_toSYS_MBR2017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.2026-10-0742017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.REL_R103_0058DB_DCFhistorically_reads_and_updates_according_toSYS_SSR2017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.2026-10-0742017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.REL_R103_0059DB_DCFhistorically_reads_and_updates_according_toSYS_MEF2017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.2026-10-0742017 PIA says DCF reads and updates according to MBR, SSR and MEF; exact direction on individual fields is unspecified.REL_R103_0060DATA_SDX_PAYMENT_STATUSdistributed_viaEX_SDXSDX carries SSI payment/nonpayment status for State Medicaid eligibility action.2026-10-075SDX carries SSI payment/nonpayment status for State Medicaid eligibility action.REL_R103_0061DATA_SDX_PAYMENT_STATUSderives_fromSYS_SSRPayment status is an SSI administrative field shown to State through SDX; field extraction details are undisclosed.2026-10-075Payment status is an SSI administrative field shown to State through SDX; field extraction details are undisclosed.REL_R103_0062PROC_CDB_MEDICAID_SDXusesEX_SDXSSA notifies 1634 States of continuing Medicaid eligibility group via SDX.2026-10-075SSA notifies 1634 States of continuing Medicaid eligibility group via SDX.REL_R103_0063DATA_NUMI_BIRTH_CERTIFICATE_NUMBERstored_or_displayed_inSYS_NUMIDENTIllinois POMS identifies BCN field of Numident; describes number formatting variants.2026-10-075Illinois POMS identifies BCN field of Numident; describes number formatting variants.REL_R103_0064PROC_IL_BIRTH_EVVEusesDATA_NUMI_BIRTH_CERTIFICATE_NUMBERBCN formatting comparison helps prepare EVVE searches.2026-10-075BCN formatting comparison helps prepare EVVE searches.REL_R103_0065PROC_IL_BIRTH_EVVEusesSVC_EVVEIllinois staff use EVVE to verify birth records; no birth identity record auto-update implied.2026-10-075Illinois staff use EVVE to verify birth records; no birth identity record auto-update implied.REL_R103_0066PROC_PA_EVVE_FALLBACKusesSVC_EVVEPA birth-verification workflow attempts EVVE before manual document request if unsuccessful.2026-10-075PA birth-verification workflow attempts EVVE before manual document request if unsuccessful.REL_R103_0067UI_MCS_ADDBscreen_ofAPP_MCSLegacy ADDB initial pension questions appear in MCS.2026-10-075Legacy ADDB initial pension questions appear in MCS.REL_R103_0068UI_MCS_GPODscreen_ofAPP_MCSLegacy GPOD screen on MCS holds GPO determinations pre-2024 applicability.2026-10-075Legacy GPOD screen on MCS holds GPO determinations pre-2024 applicability.REL_R103_0069UI_MCS_GPODhistorically_propagated_toAPP_MACADEWhen the PC received A101, GPOD info propagated to MACADE under documented manual limitations; historical only.2026-10-074When the PC received A101, GPOD info propagated to MACADE under documented manual limitations; historical only.REL_R103_0070DATA_MBR_FUT_PENSION_ENTrecorded_inSYS_MBRLegacy MBR future pension entitlement date triggers later RETAP alert.2026-10-075Legacy MBR future pension entitlement date triggers later RETAP alert.REL_R103_0071PROC_RETAPhistorically_producedWORK_RETAP_FUT_PENSIONRETAP generated alert a month before recorded anticipated noncovered pension entitlement.2026-10-074RETAP generated alert a month before recorded anticipated noncovered pension entitlement.REL_R103_0072WORK_RETAP_FUT_PENSIONusesDATA_MBR_FUT_PENSION_ENTLegacy RETAP pension alert derived from future pension entitlement date on MBR.2026-10-074Legacy RETAP pension alert derived from future pension entitlement date on MBR.REL_R104_0001PROC_WAIVER_2PINrequiresDATA_WAIVER_2PIN_CONTROLFor over-$2,000 approvals a reviewer other than initial decision maker supplies second-PIN authorization.2026-10-075For over-$2,000 approvals a reviewer other than initial decision maker supplies second-PIN authorization.REL_R104_0002PROC_OVERPAYMENT_WAIVERusesPROC_WAIVER_2PINWaiver approval above tolerance invokes tiered independent reviewer approval; exceptions for administrative tolerance.2026-10-075Waiver approval above tolerance invokes tiered independent reviewer approval; exceptions for administrative tolerance.REL_R104_0003ORG_SSA_RQ_GAPperformsPROC_WAIVER_2PINRQ/GAP supplies final second-PIN review for $20,000-or-greater approved waivers.2026-10-075RQ/GAP supplies final second-PIN review for $20,000-or-greater approved waivers.REL_R104_0004PROC_WAIVER_2PINapplies_toAPP_DMSTitle II reviewers finalize approvals in DMS.2026-10-075Title II reviewers finalize approvals in DMS.REL_R104_0005PROC_WAIVER_2PINapplies_toSYS_SSRTitle XVI decision maker and second-PIN reviewer use direct SSR update inputs on same day.2026-10-075Title XVI decision maker and second-PIN reviewer use direct SSR update inputs on same day.REL_R104_0006APP_HDOP_POWERAPPsupportsORG_SSA_RQ_GAPRQ/GAP uses HDOP to access uploaded signed SSA-635 for proposed waivers of at least $20,000.2026-10-075RQ/GAP uses HDOP to access uploaded signed SSA-635 for proposed waivers of at least $20,000.REL_R104_0007FORM_SSA635uploaded_to_for_reviewAPP_HDOP_POWERAPPAt $20,000 or more proposed approvals, form goes to HDOP for RQ review before final determination.2026-10-075At $20,000 or more proposed approvals, form goes to HDOP for RQ review before final determination.REL_R104_0008FORM_SSA635documentsPROC_OVERPAYMENT_WAIVERSSA-635 documents adjudicated waiver determinations above $2,000 and rationale.2026-10-075SSA-635 documents adjudicated waiver determinations above $2,000 and rationale.REL_R104_0009FORM_SSA635stored_in_after_final_decisionAPP_EPOnly after final waiver decision, fax or import signed form and documents into EP; do not treat prereview upload as final archive.2026-10-075Only after final waiver decision, fax or import signed form and documents into EP; do not treat prereview upload as final archive.REL_R104_0010PROC_WAIVER_2PINdocuments_review_onFORM_SSA635Required independent reviewers sign and date SSA-635 in applicable approval cases before final EP storage; no retention period specified.2026-10-075Required independent reviewers sign and date SSA-635 in applicable approval cases before final EP storage; no retention period specified.REL_R104_0011UI_DMS_DRWRinterface_ofAPP_DMSPOMS identifies UI_DMS_DRWR as an interaction in the Title II DMS waiver process.2026-10-075POMS identifies UI_DMS_DRWR as an interaction in the Title II DMS waiver process.REL_R104_0012UI_DMS_DRWDinterface_ofAPP_DMSPOMS identifies UI_DMS_DRWD as an interaction in the Title II DMS waiver process.2026-10-075POMS identifies UI_DMS_DRWD as an interaction in the Title II DMS waiver process.REL_R104_0013UI_DMS_DRPCinterface_ofAPP_DMSPOMS identifies UI_DMS_DRPC as an interaction in the Title II DMS waiver process.2026-10-075POMS identifies UI_DMS_DRPC as an interaction in the Title II DMS waiver process.REL_R104_0014UI_DMS_RMKIinterface_ofAPP_DMSPOMS identifies UI_DMS_RMKI as an interaction in the Title II DMS waiver process.2026-10-075POMS identifies UI_DMS_RMKI as an interaction in the Title II DMS waiver process.REL_R104_0015UI_DMS_DRWRrecords_review_ofPROC_WAIVER_2PINReviewer supplies second waiver approval input via DRWR in Title II cases.2026-10-075Reviewer supplies second waiver approval input via DRWR in Title II cases.REL_R104_0016UI_DMS_DRWDposts_decision_toAPP_ROARDMS DRWD records waiver disposition in ROAR.2026-10-075DMS DRWD records waiver disposition in ROAR.REL_R104_0017UI_DMS_DRPCposts_decision_toAPP_ROARDMS DRPC posts personal conference waiver denial decision to ROAR.2026-10-075DMS DRPC posts personal conference waiver denial decision to ROAR.REL_R104_0018UI_DMS_RMKIindexes_notes_inAPP_DMSWaiver initial-determination remarks entered under OTHER category.2026-10-075Waiver initial-determination remarks entered under OTHER category.REL_R104_0019SYS_SSRcontains_logicallyDATA_SSR_OPSQPOMS explicitly identifies OPSQ as an SSR segment associated with pending waiver.2026-10-075POMS explicitly identifies OPSQ as an SSR segment associated with pending waiver.REL_R104_0020DATA_SSR_OPSQincludesDATA_SSR_SQDThe OPSQ includes sequence/date SQD reference required on SSA-635.2026-10-075The OPSQ includes sequence/date SQD reference required on SSA-635.REL_R104_0021FORM_SSA635recordsDATA_SSR_OPSQTitle XVI SSA-635 must reference appropriate SSR overpayment sequence and date.2026-10-075Title XVI SSA-635 must reference appropriate SSR overpayment sequence and date.REL_R104_0022FORM_SSA635referencesAPP_ROARTitle II SSA-635 must reference corresponding ROAR event number.2026-10-075Title II SSA-635 must reference corresponding ROAR event number.REL_R104_0023PROC_WAIVER_PERSONAL_CONFERENCEusesFORM_SSA635SSA-635 documents determination at personal-conference stage.2026-10-075SSA-635 documents determination at personal-conference stage.REL_R104_0024PROC_WAIVER_PERSONAL_CONFERENCEusesUI_DMS_DRPCTitle II determination after personal conference input via DRPC.2026-10-075Title II determination after personal conference input via DRPC.REL_R104_0025PROC_WAIVER_PERSONAL_CONFERENCEusesUI_SSR_UOWVTitle XVI waiver denial input via UOWV direct SSR update.2026-10-075Title XVI waiver denial input via UOWV direct SSR update.REL_R104_0026PROC_WAIVER_PERSONAL_CONFERENCEproduces_notice_viaAPP_DPSDPS prepares individualized waiver determination notice.2026-10-075DPS prepares individualized waiver determination notice.REL_R104_0027PROC_WAIVER_PERSONAL_CONFERENCEstores_notice_inAPP_ORSFinal waiver determination notices retained in ORS.2026-10-075Final waiver determination notices retained in ORS.REL_R104_0028PROC_WAIVER_PERSONAL_CONFERENCEstores_evidence_inREPO_NDREDTitle II/non-disability SSA-635 copies sent to NDRed via EP when relevant.2026-10-075Title II/non-disability SSA-635 copies sent to NDRed via EP when relevant.REL_R104_0029PROC_HIT_AUTOMATED_MEDICAL_REQUESTexecuted_byAPP_MEGAHITMEGAHIT creates and sends automated evidence requests to HIT partners after FO-to-DDS electronic case transfer.2026-10-075MEGAHIT creates and sends automated evidence requests to HIT partners after FO-to-DDS electronic case transfer.REL_R104_0030PROC_HIT_AUTOMATED_MEDICAL_REQUESTproducesDATA_HIT_REQUESTAutomated HIT process creates request document for health information partners.2026-10-075Automated HIT process creates request document for health information partners.REL_R104_0031PROC_HIT_AUTOMATED_MEDICAL_REQUESTscoped_byDATA_HIT_ADJUDICATION_REQUEST_WINDOWInitial, reconsideration and CDR have documented date-bound requests; no general health-record pull is established.2026-10-075Initial, reconsideration and CDR have documented date-bound requests; no general health-record pull is established.REL_R104_0032PROC_HIT_USER_TRIGGERED_REQUESTusesAPP_DCPSDDS creates user-triggered HIT request in DCPS when appropriate.2026-10-075DDS creates user-triggered HIT request in DCPS when appropriate.REL_R104_0033PROC_HIT_USER_TRIGGERED_REQUESTusesUI_MEGAHIT_WEBSITEDDS also may create request via MEGAHIT website.2026-10-075DDS also may create request via MEGAHIT website.REL_R104_0034UI_MEGAHIT_WEBSITEinterface_ofAPP_MEGAHITMEGAHIT website is the named user-initiated request route.2026-10-075MEGAHIT website is the named user-initiated request route.REL_R104_0035PROC_HIT_USER_TRIGGERED_REQUESTcreatesDATA_HIT_REQUESTRequest is sent to documented health IT partner.2026-10-075Request is sent to documented health IT partner.REL_R104_0036PROC_HIT_USER_TRIGGERED_REQUESTgoverned_byDATA_HIT_REQUEST_LIMITTen requests per HIT partner at each adjudication level; no storage inferred.2026-10-075Ten requests per HIT partner at each adjudication level; no storage inferred.REL_R104_0037PROC_HIT_TRADITIONAL_MEDICAL_REQUESTusesAPP_DCPSDDS creates traditional medical evidence requests through DCPS.2026-10-075DDS creates traditional medical evidence requests through DCPS.REL_R104_0038PROC_HIT_TRADITIONAL_MEDICAL_REQUESTmay_useAPP_ERESome traditional record requests use Electronic Records Express route; mail/fax are alternatives.2026-10-075Some traditional record requests use Electronic Records Express route; mail/fax are alternatives.REL_R104_0039PROC_HIT_TRADITIONAL_MEDICAL_REQUESTfallback_forPROC_HIT_AUTOMATED_MEDICAL_REQUESTDDS reviews HIT response first, then uses traditional route for evidence unavailable by HIT such as abnormal graphical tests.2026-10-075DDS reviews HIT response first, then uses traditional route for evidence unavailable by HIT such as abnormal graphical tests.REL_R104_0040EX_CAWRsupportsPROC_IRS_SSA_WAGE_RECONCILIATIONCAWR agreement allows automated agency wage/tax report reconciliation.2026-10-075CAWR agreement allows automated agency wage/tax report reconciliation.REL_R104_0041PROC_IRS_SSA_WAGE_RECONCILIATIONusesDATA_CAWR_EIN_TAXYEAR_KEYReport comparison matches by employer EIN and tax year.2026-10-075Report comparison matches by employer EIN and tax year.REL_R104_0042PROC_IRS_SSA_WAGE_RECONCILIATIONusesDB_RECONExisting IRS/SSA reconciliation repository is the documented functional domain; no new physical schema inferred.2026-10-074Existing IRS/SSA reconciliation repository is the documented functional domain; no new physical schema inferred.REL_R104_0043PROC_IRS_SSA_WAGE_RECONCILIATIONsupports_corrections_toSYS_MEFWage data reporting and employer corrections support accurate earnings posting; does not establish direct IRS write into MEF.2026-10-075Wage data reporting and employer corrections support accurate earnings posting; does not establish direct IRS write into MEF.REL_R104_0044PROC_FTI_LOSS_REPORTINGusesAPP_LOSS_REPORTING_TOOLFTI access or disclosure loss goes through LRT under SSA breach plan.2026-10-075FTI access or disclosure loss goes through LRT under SSA breach plan.REL_R104_0045ORG_SSA_OPDmonitorsAPP_LOSS_REPORTING_TOOLOPD monitors reported tax return information loss events.2026-10-075OPD monitors reported tax return information loss events.REL_R104_0046ORG_SSA_OPDcoordinates_withORG_IRSOPD oversees IRS disclosure notification as required by POMS and tax information safeguard obligations.2026-10-075OPD oversees IRS disclosure notification as required by POMS and tax information safeguard obligations.REL_R104_0047EX_CAWRsubject_toPROC_FTI_LOSS_REPORTINGTax return information exchanged for CAWR is subject to IRC 6103/IRS Publication 1075 protections; incident reporting is conditional.2026-10-075Tax return information exchanged for CAWR is subject to IRC 6103/IRS Publication 1075 protections; incident reporting is conditional.REL_R104_0048ORG_IRSprovidesDATA_IRS_TOP_WEEKLY_TAX_DEBT_FILEIRS submits tax debt records to Fiscal Service weekly, including existing-debt updates.2026-10-075IRS submits tax debt records to Fiscal Service weekly, including existing-debt updates.REL_R104_0049DATA_IRS_TOP_WEEKLY_TAX_DEBT_FILEupdatesDB_NID3Fiscal Service maintains National Interactive Delinquent Debtors Database with IRS weekly tax-debt changes; no direct SSA authority asserted.2026-10-075Fiscal Service maintains National Interactive Delinquent Debtors Database with IRS weekly tax-debt changes; no direct SSA authority asserted.REL_R104_0050SVC_TOPgeneratesDATA_FPLP_WEEKLY_OFFSET_FILETreasury TOP/FPLP offset process produces electronic offset records received by SSA central office.2026-10-075Treasury TOP/FPLP offset process produces electronic offset records received by SSA central office.REL_R104_0051DATA_FPLP_WEEKLY_OFFSET_FILEposted_toDB_PHUSSSA central office processes Treasury weekly offset data into PHUS for employee viewing.2026-10-075SSA central office processes Treasury weekly offset data into PHUS for employee viewing.REL_R104_0052PROC_FPLPusesSVC_TOPFiscal Service uses Treasury Offset Program for FPLP levy, after SSA has certified payment; SSA does not itself reduce payment for FPLP.2026-10-075Fiscal Service uses Treasury Offset Program for FPLP levy, after SSA has certified payment; SSA does not itself reduce payment for FPLP.REL_R104_0053PROC_SERS_NONPROGRAMMATIC_FEEusesAPP_SERSSERS handles standard FO service charges including copying, SSN verification, DEQY, certification and extracts.2026-10-075SERS handles standard FO service charges including copying, SSN verification, DEQY, certification and extracts.REL_R104_0054PROC_SERS_NONPROGRAMMATIC_FEEusesTECH_SERS_CHECK_SCANNERFO employee scans domestic check or money order and verifies legible image.2026-10-075FO employee scans domestic check or money order and verifies legible image.REL_R104_0055APP_SERSproducesDATA_SERS_FEE_RECEIPTSERS transaction generates printable payment receipt.2026-10-075SERS transaction generates printable payment receipt.REL_R104_0056APP_FEEBAYNETseparate_fromAPP_SERSSSA explicitly reserves FeeBayNet for invoicing, not standard SERS payment processing.2026-10-075SSA explicitly reserves FeeBayNet for invoicing, not standard SERS payment processing.REL_R104_0057PROC_SERS_FEE_REFUNDusesDATA_SERS_REFUND_REQUESTRefund routing requires order number, SSN or tax ID, mailing address and transaction details.2026-10-075Refund routing requires order number, SSN or tax ID, mailing address and transaction details.REL_R104_0058PROC_SERS_FEE_REFUNDprocessed_byORG_SSA_FSField-office employees send refund requests to FS for processing.2026-10-075Field-office employees send refund requests to FS for processing.REL_R104_0059PROC_SERS_FEE_REFUNDmay_result_in_payment_byORG_TREASURYPOMS specifies a Department of the Treasury check issued to the refund request address; no particular Fiscal Service application or integration is established.2026-10-075POMS specifies a Department of the Treasury check issued to the refund request address; no particular Fiscal Service application or integration is established.REL_R104_0060DATA_SERS_REFUND_REQUESTaddresses_payment_toPROC_SERS_FEE_REFUNDCustomer-supplied refund mailing address scopes Treasury refund delivery; it is not authenticated residence or master SSA record update.2026-10-075Customer-supplied refund mailing address scopes Treasury refund delivery; it is not authenticated residence or master SSA record update.REL_R104_0061PROC_SERS_SCANNER_OUTAGE_FALLBACKfallback_forPROC_SERS_NONPROGRAMMATIC_FEESERS help desk trouble and SSA-414 tracking route is exception path for scanner failure.2026-10-075SERS help desk trouble and SSA-414 tracking route is exception path for scanner failure.REL_R104_0062PROC_SERS_SCANNER_OUTAGE_FALLBACKrequiresTECH_SERS_CHECK_SCANNERFailure of SERS scanner initiates help desk process, not authorization to send untracked checks to FS.2026-10-075Failure of SERS scanner initiates help desk process, not authorization to send untracked checks to FS.REL_R104_0063PROC_SERS_SCANNER_OUTAGE_FALLBACKreports_toORG_SSA_FSFS requires help desk incident/ticket number before paper handling in scanner outage.2026-10-075FS requires help desk incident/ticket number before paper handling in scanner outage.REL_R105_0001APP_QRCPSprovides_uiUI_R105_QRCPS_GENERALQRCPS contains a general referral section for MAQR Review.2026-10-075QRCPS contains a general referral section for MAQR Review.REL_R105_0002APP_QRCPSassignsWORK_R105_MAQR_TASKDQR management requests assignment of MAQR task in QRCPS to qualified reviewers.2026-10-075DQR management requests assignment of MAQR task in QRCPS to qualified reviewers.REL_R105_0003FUNC_MAQRcontrolled_byWORK_R105_MAQR_TASKMAQR authorization is limited to reviewers approved under eligibility rules.2026-10-075MAQR authorization is limited to reviewers approved under eligibility rules.REL_R105_0004UI_R105_QRCPS_GENERALsupportsFUNC_MAQRGeneral Referral supports medical assessment review when the initiating reviewer lacks MAQR task.2026-10-075General Referral supports medical assessment review when the initiating reviewer lacks MAQR task.REL_R105_0005PROC_DQR_QUALITY_REVIEWusesFORM_R105_SSA3023Psychiatric review technique consultant disagreement or agreement.2026-10-075Psychiatric review technique consultant disagreement or agreement.REL_R105_0006PROC_DQR_QUALITY_REVIEWusesFORM_R105_SSA392Physical RFC assessment consultant review.2026-10-075Physical RFC assessment consultant review.REL_R105_0007PROC_DQR_QUALITY_REVIEWusesFORM_R105_SSA392_SUPMental RFC assessment consultant review.2026-10-075Mental RFC assessment consultant review.REL_R105_0008PROC_DQR_QUALITY_REVIEWusesFORM_R105_SSA416Medical case analysis and documentation deficiencies.2026-10-075Medical case analysis and documentation deficiencies.REL_R105_0009PROC_DQR_QUALITY_REVIEWusesFORM_R105_SSA2506Psychiatric consultant when federal quality review assumes jurisdiction.2026-10-075Psychiatric consultant when federal quality review assumes jurisdiction.REL_R105_0010FUNC_MAQRdocuments_review_usingFORM_R105_SSA416Qualified FQRs may complete and sign their own SSA-416 for allowable documentation deficiencies, excluding CDR and child cases.2026-10-075Qualified FQRs may complete and sign their own SSA-416 for allowable documentation deficiencies, excluding CDR and child cases.REL_R105_0011PROC_DQR_QUALITY_REVIEWretains_final_medical_forms_inAPP_EVIEWFederal quality reviewers upload final MC/PC review forms to eView after reviewing findings.2026-10-075Federal quality reviewers upload final MC/PC review forms to eView after reviewing findings.REL_R105_0012APP_ISNOpresentsUI_R105_ISNO_AUTHiSNO uses SSN, DOB and name for initial authentication when accessed through iMain rather than mini-path.2026-10-075iSNO uses SSN, DOB and name for initial authentication when accessed through iMain rather than mini-path.REL_R105_0013APP_ISNOchecks_identity_againstSYS_NUMIDENTPOMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.2026-10-075POMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.REL_R105_0014APP_ISNOchecks_identity_againstSYS_MBRPOMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.2026-10-075POMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.REL_R105_0015APP_ISNOchecks_identity_againstSYS_SSRPOMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.2026-10-075POMS expressly states iSNO authentication checks Numident, MBR and SSR; failure requires mismatch against all three.REL_R105_0016APP_ISNOpresentsUI_R105_ISNO_SELECTSelect Option is the notice-format input surface.2026-10-075Select Option is the notice-format input surface.REL_R105_0017UI_R105_ISNO_SELECTshowsDATA_R105_ISNO_HISTORYClient History displays ten most recent SNO selections and possible accommodation history/pending alert.2026-10-075Client History displays ten most recent SNO selections and possible accommodation history/pending alert.REL_R105_0018APP_ISNOpresentsUI_R105_ISNO_ACCOMAdditional accommodation paths open when request goes beyond seven automatically approved formats.2026-10-075Additional accommodation paths open when request goes beyond seven automatically approved formats.REL_R105_0019UI_R105_ISNO_ACCOMcollectsDATA_R105_ISNO_ACCOM_ADDRMailing address is mandatory for notice of accommodation decision.2026-10-075Mailing address is mandatory for notice of accommodation decision.REL_R105_0020APP_ISNOroutes_failed_auth_toPROC_R105_ISNO_AUTH_FIXMismatch referral goes to servicing field office for correction and retry.2026-10-075Mismatch referral goes to servicing field office for correction and retry.REL_R105_0021PROC_R105_ISNO_AUTH_FIXusesAPP_MDW_AIApplicable SSA component sends MDW message to servicing field office listing identifying information and failure edit.2026-10-075Applicable SSA component sends MDW message to servicing field office listing identifying information and failure edit.REL_R105_0022APP_ISNOdocuments_non_electronic_cases_throughPROC_R105_ISNO_NON_CEFPaper case exception requires documentation of special notice choice on SSA-5002.2026-10-075Paper case exception requires documentation of special notice choice on SSA-5002.REL_R105_0023PROC_R105_ISNO_NON_CEFusesFORM_SSA5002SSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.2026-10-075SSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.REL_R105_0024PROC_R105_ISNO_NON_CEFusesREPO_NDREDSSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.2026-10-075SSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.REL_R105_0025PROC_R105_ISNO_NON_CEFusesREPO_MDFSSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.2026-10-075SSA-5002 documents special notice in non-CEF case; NDRED accepts SSA component fax and MDF holds DDS copy.REL_R105_0026APP_MCScan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0027APP_MSSICScan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0028APP_RPScan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0029APP_CPMScan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0030APP_ARPScan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0031APP_CHIPcan_launchAPP_ISNOPOMS lists this application as an entry point or mini-path to special notice option application.2026-10-075POMS lists this application as an entry point or mini-path to special notice option application.REL_R105_0032PROC_SNOrecords_preference_usingAPP_ISNOAlternate-format special notice choice is recorded and queried in iSNO.2026-10-075Alternate-format special notice choice is recorded and queried in iSNO.REL_R105_0033APP_ECBSVrequiresDATA_R105_ECBSV_CONSENTNumber holder written consent required before permitted-entity verification.2026-10-075Number holder written consent required before permitted-entity verification.REL_R105_0034APP_ECBSVrequiresDATA_R105_ECBSV_CERTPermitted entities certify eligibility, safeguards, and sufficient records at least every two years.2026-10-075Permitted entities certify eligibility, safeguards, and sufficient records at least every two years.REL_R105_0035APP_ECBSVrequiresFORM_R105_ECBSV_EINCONSENTEIN consent permits agency verification of applicant business EIN with IRS.2026-10-075EIN consent permits agency verification of applicant business EIN with IRS.REL_R105_0036FORM_R105_ECBSV_EINCONSENTauthorizes_verification_withORG_IRSeCBSV permitted entity EIN is verified with IRS pursuant to executed EIN consent.2026-10-075eCBSV permitted entity EIN is verified with IRS pursuant to executed EIN consent.REL_R105_0037DATA_R105_ECBSV_CONSENTauthorizesSVC_ECBSV_APIWritten number-holder consent is required for permitted entity API SSN/name/DOB verification.2026-10-075Written number-holder consent is required for permitted entity API SSN/name/DOB verification.REL_R105_0038PROC_R105_STC_ROUTINGusesCOMP_STCSTC is used only when an authorized agency cannot receive SSA data directly.2026-10-075STC is used only when an authorized agency cannot receive SSA data directly.REL_R105_0039COMP_STCsupportsPROC_R105_STC_ROUTINGState Transmission/Transfer Component routes data to authorized receiving state agency subject to agreement.2026-10-075State Transmission/Transfer Component routes data to authorized receiving state agency subject to agreement.REL_R105_0040FORM_SSA157initiatesPROC_R105_STC_ROUTINGNew state exchange requests use SSA-157 intake; actual STC availability requires signed agreement and need.2026-10-074Not all SSA-157 requests become STC transfers.REL_R105_0041APP_R105_LONGEVITY_VISUALIZERusesDATA_R105_OACT_COHORT_TABLE_FAMILY2016 Longevity Visualizer consumes OACT cohort mortality life tables as a product family, with no inference that the 2016 executable incorporates the 2026 version.2026-10-075Historical product family; do not infer current 2026 version is ingested.REL_R105_0042APP_R105_LONGEVITY_VISUALIZERcomputesDATA_R105_LV_SURVIVALAnnual cohort death probabilities are converted to monthly survival and age-at-death probability distributions.2026-10-075Annual cohort death probabilities are converted to monthly survival and age-at-death probability distributions.REL_R105_0043APP_R105_LONGEVITY_VISUALIZERcomputesDATA_R105_LV_JOINTCombines individual survival functions for probability of both alive/both dead/one alive.2026-10-075Combines individual survival functions for probability of both alive/both dead/one alive.REL_R105_0044DATA_R105_LV_JOINTderived_fromDATA_R105_LV_SURVIVALJoint two-person survival calculations derive from individual survival functions.2026-10-075Joint two-person survival calculations derive from individual survival functions.REL_R105_0045PROC_R105_GRANT_NEWusesSVC_GRANTS_GOVCompetitive discretionary grant application is submitted through Grants.gov.2026-10-075Competitive discretionary grant application is submitted through Grants.gov.REL_R105_0046PROC_R105_GRANT_NEWrequiresSVC_SAM_GOVApplicant must register/update SAM.gov registration before applying to SSA grants.2026-10-075Applicant must register/update SAM.gov registration before applying to SSA grants.REL_R105_0047PROC_R105_GRANT_NEWnotifications_fromSVC_GRANTSOLUTIONSSuccessful applicants receive award notification from GrantSolutions no later than September 30 of grant application year (site states calendar year).2026-10-075Successful applicants receive award notification from GrantSolutions no later than September 30 of grant application year (site states calendar year).REL_R105_0048PROC_R105_GRANT_CONTusesSVC_GRANTSOLUTIONSSSA directs continuation applications through GrantSolutions as stipulated in announcement.2026-10-075SSA directs continuation applications through GrantSolutions as stipulated in announcement.REL_R105_0049ORG_SSA_OAGadministersPROC_R105_GRANT_NEWSSA OAG grant application and award administration workflow.2026-10-075SSA OAG grant application and award administration workflow.REL_R105_0050PROC_R105_TEFCA_QHIN_TESTtests_integration_withORG_EHEALTH_EXCHANGESSA selected eHealth Exchange as its QHIN and disclosed integration testing in February 2026.2026-10-075SSA selected eHealth Exchange as its QHIN and disclosed integration testing in February 2026.REL_R105_0051PROC_R105_TEFCA_QHIN_TESTtargetsNETWORK_TEFCAPlanned TEFCA exchange for disability government benefits determination; current production state unconfirmed.2026-10-074Planned TEFCA exchange for disability government benefits determination; current production state unconfirmed.REL_R105_0052USECASE_TEFCA_GBDintended_to_supportPROC_R105_TEFCA_QHIN_TESTSSA announced targeted Government Benefits Determination use case through QHIN connection.2026-10-075SSA announced targeted Government Benefits Determination use case through QHIN connection.REL_R119_001APP_DOORSmaintainsR119_E001office metadata source2026-10-085REL_R119_002APP_DOORSsource_forR119_E002quarterly office directory2026-10-085REL_R119_003R119_E002supportsSVC_OFFICE_LOCATOROffice Locator office directory2026-10-085REL_R119_004R119_E002producesR119_E003field_office public CSV2026-10-085REL_R119_005R119_E002producesR119_E004resident_station public CSV2026-10-085REL_R119_006R119_E002producesR119_E005vsd_site public CSV2026-10-085REL_R119_007APP_MYDDsubmits_toR119_E006Title II beneficiary direct deposit2026-10-085REL_R119_008R119_E006updatesSYS_MBRTitle II direct-deposit change2026-10-085REL_R119_009APP_MYDDgeneratesR119_E007Internet DD usage events2026-10-085REL_R119_010R119_E007producesDATA_DD_INETmonthly Internet direct-deposit counts2026-10-085REL_R119_011APP_MYDDhas_documented_ruleR119_E008Title XVI/U.S. address eligibility2026-10-085REL_R119_012DB_MEDICARE_ODSfeedsR119_E010daily Medicare workload data2026-10-085REL_R119_013R119_E010updatesDB_SUMS_COUNTS_DWdaily Medicare-to-SUMS refresh2026-10-085REL_R119_014DB_SUMS_COUNTS_DWsource_forR119_E009annual Part D Extra Help statistical product2026-10-085REL_R119_015PROC_EXTRA_HELPprovides_measurement_forR119_E009eligibility determination outcomes2026-10-085REL_R119_016R119_E011categorizesR119_E009state-level aggregate grouping2026-10-085REL_R119_017PROC_EXTRA_HELPsuppliesR119_E011Extra Help application provided address2026-10-085REL_R119_018R119_E013submitted_toR119_E012state-initiated identity verification2026-10-085REL_R119_019R119_E012returnsR119_E014response categories2026-10-085REL_R119_020R119_E012produces_statistics_forDATA_HAVV_TXN_STATEHAVV transaction counts2026-10-085REL_R119_021R119_E012governed_byR119_E015authorized state use2026-10-085REL_R119_022R119_E014subject_toR119_E015confidential results2026-10-085REL_R119_023DATA_EMPLOYER_SIGNATURE_PINsubject_toR119_E016opt-in annual PIN use2026-10-085REL_R119_024PROC_BSO_AUTHORIZATIONplanned_to_supportR119_E016December 2026 BSO authorization plan2026-10-085REL_R119_025PLAT_BSOplanned_to_issueDATA_EMPLOYER_SIGNATURE_PINadministrator-facing annual PIN2026-10-085REL_R119_026PLAT_BSOaccepts_identity_credential_fromSVC_LOGIN_GOVemployer and representative payee access2026-10-085REL_R119_027PLAT_BSOaccepts_identity_credential_fromSVC_IDMEemployer and representative payee access2026-10-085REL_R119_028DATA_SSI_IRS_CONTROLLED_ALERTtriggersR119_E017unknown payer identity in tax alert2026-10-085REL_R119_029R119_E017usesQRY_DEQYemployer identification number lookup2026-10-085REL_R119_030DATA_SSI_IRS_INFORMATIONAL_ALERTrequires_conditional_reviewR119_E018nonmatching payee identity2026-10-085REL_R119_031R119_E018usesQRY_DEQYEIN-versus-SSN check2026-10-085REL_R119_032DATA_SSI_IRS_CONTROLLED_ALERTsubject_toR119_E019duplicate payer and amount2026-10-085REL_R119_033R119_E019informsPROC_SSI_LIQUID_RESOURCE_RZresource tolerance evaluation2026-10-085REL_R119_034R119_E020requires_authorizationAPP_E4641bank verification authorization2026-10-085REL_R119_035R119_E020seeks_primary_records_fromORG_BENEFICIARY_FIbank interest-bearing products2026-10-085REL_R119_036DATA_SSI_IRS_CONTROLLED_ALERTtriggersR119_E020interest account denied by recipient2026-10-085REL_R119_037SYS_MBRprovides_lead_toR119_E021direct-deposit indicator may indicate account2026-10-085REL_R119_038SYS_SSRprovides_lead_toR119_E021SSI record direct-deposit indicator2026-10-085REL_R119_039R119_E021documented_onUI_CCE_FIN_ACCOUNTSfinancial-account resource evidence2026-10-085REL_R119_040PROC_SSI_LIQUID_RESOURCE_RZincludesR119_E022month-opening resource calculation2026-10-085REL_R119_041R119_E022documented_onUI_CCE_FIN_ACCOUNTSresource fact recording2026-10-085REL_R119_042UI_SSI_FI_PERMISSIONpermits_access_forAPP_EAFIauthorization before electronic verification2026-10-085REL_R119_043APP_SSNAPuses_for_enumerationSVC_SAVESSN application lawful-status check2026-10-085REL_R119_044R119_E023queriesSVC_SAVEclaims status verification2026-10-085REL_R119_045PROC_LAWFUL_PRESENCE_VERIFICATIONaccessed_viaR119_E023claims evidence verification2026-10-085REL_R119_046DATA_SAVE_DHS_SSNsubject_toR119_E024DHS response claimant-reported SSN caution2026-10-085REL_R119_047SYS_NUMIDENTsupplies_work_authorization_code_toR119_E025work authorization is not payment lawful presence2026-10-085REL_R119_048R119_E025requires_additional_proof_forPROC_LAWFUL_PRESENCE_VERIFICATIONcurrent lawful presence verification2026-10-085REL_R119_049R119_E026writes_toREPO_CEFCEF messages, assistance results, history2026-10-085REL_R119_050R119_E026grantsR119_E027receiving office limited access2026-10-085REL_R119_051R119_E028screen_ofAPP_EVIEWAssistance Request History2026-10-085REL_R119_052REPO_CEFsupportsR119_E028life-of-case AR history2026-10-085REL_R119_053R119_E026usesR119_E029SSA-883 assistance case communication2026-10-085REL_R119_054R119_E026usesR119_E030HA-4488 assistance case communication2026-10-085REL_R119_055R119_E026usesR119_E031HA-4489 assistance case communication2026-10-085REL_R119_056R119_E026usesR119_E032SSA-5526 assistance case communication2026-10-085REL_R119_057R119_E026governed_byR119_E033FO request initiation restriction2026-10-085REL_R119_058R119_E026has_documented_exceptionR119_E034legacy capability differences2026-10-085REL_R119_059R119_E026requires_conditional_paper_processingR119_E035local image repo interstate response2026-10-085REL_R119_060DATA_BEPUF2020_BENEFITSlinked_byR119_E036synthetic sample linkage2026-10-085REL_R119_061DATA_BEPUF2020_EARNINGSlinked_byR119_E036synthetic earnings linkage2026-10-085REL_R119_062DATA_BEPUF2020_BENEFITSsubject_to_published_errataR119_E037April 2026 correction2026-10-085REL_R119_063INIT_SSI_IMPROVEMENTrecommended_to_evaluateR119_E038proposed customer visibility2026-10-085REL_R119_064INIT_SSI_IMPROVEMENTrecommended_to_evaluateR119_E039proposed self-service reporting2026-10-085REL_R119_065INIT_SSI_IMPROVEMENTrecommended_to_evaluateR119_E040more than ten million annual changes2026-10-085REL_R119_066INIT_CSCRMrequires_preaward_assessmentPROC_CSCRAthird-party risk before award2026-10-085REL_R119_067INIT_CSCRMtracks_third_party_relationships_inAPP_TP_RISK_MGMTpost-award oversight2026-10-085REL_R119_068SYS_MBRsource_forDATA_MONTHLY_STAT_SNAPSHOT100-percent OASDI benefit records2026-10-085REL_R119_069SYS_SSRsource_forDATA_MONTHLY_STAT_SNAPSHOT100-percent SSI payment records2026-10-085REL_R119_070APP_MCSfeedsDB_T2_ODSMCS to Title II ODS nightly2026-10-085REL_R119_071APP_MCSsource_forDATA_RSI_APPLICATION_VOLUMESRSI collection captures app completions2026-10-085REL_R120_001R120_E002routed_toAPP_PAPERLESS_PSCCMS-2178-U2 referrals to processing centers go via Paperless.2026-10-085REL_R120_002R120_E002copy_retained_inREPO_NDREDSSA maintains a copy of CMS-2178-U2 in NDRED for audit and follow-up.2026-10-085REL_R120_003R120_E002corrects_or_refersSYS_MBRUsed when Medicare and MBR entitlement information require correction beyond direct online input.2026-10-085REL_R120_004R120_E002corrects_or_refersR120_E001HI-only problems go to CMS; MBR or combined errors go to SSA processing center as applicable.2026-10-085REL_R120_005APP_POSused_forR120_E004POS is first-line correction attempt when address is incorrect on both MBR and HI.2026-10-085REL_R120_006SYS_MBRreconciled_withR120_E001MBR and HI can be inaccurate independently and require different correction/referral paths.2026-10-085REL_R120_007APP_POSsupportsR120_E005POS can correct name or sex data when both MBR and HI are wrong.2026-10-085REL_R120_008R120_E005triggers_subsequent_update_ofDATA_CMS_EDBOfficial POMS explicitly says POS correction subsequently updates the CMS Enrollment Database.2026-10-085REL_R120_009R120_E004uses_formR120_E002Referral form required if POS cannot resolve MBR/HI or HI-only address issue.2026-10-085REL_R120_010R120_E006uses_formR120_E002HI-only mismatch requires CMS referral rather than MBR update.2026-10-085REL_R120_011R120_E007applies_toR120_E002Unresolved referral follow-up at 30 working days and escalation at 90 calendar days.2026-10-085REL_R120_012R120_E008queriesR120_E001HMQ responses verify subsequent health insurance record corrections.2026-10-085REL_R120_013R120_E009queriesR120_E001ESQ queried to confirm HI-only correction.2026-10-085REL_R120_014R120_E002may_correctR120_E003CMS-2178-U2 supports corrections to CMS-1966 card name/sex and related entitlement details.2026-10-085REL_R120_015R120_E010initiates_or_controlsAPP_SSI_CLAIMS_LOGICALRZ wizard is required for the related SSI claims-system RZ/LI interviews.2026-10-085REL_R120_016APP_SSTNGsupports_workload_selection_forAPP_SSI_REDETSSTNG is documented as RZ/LI diary workload selection interface; no direct technical connection to wizard assumed.2026-10-085REL_R120_017R120_E010supports_completion_onFORM_SSA8203BKSSA-8203-BK documents redeterminations that cannot be completed in SSI Claims System under the published workflow.2026-10-085REL_R120_018SYS_SSRcontains_diaryR120_E011KZ diary originates in SSI eligibility data and requires development of potential Title II insured status.2026-10-085REL_R120_019R120_E011development_cross_checksSYS_MEFInsured-status development relies on earnings coverage information; precise automated source interface not established.2026-10-085REL_R120_020SYS_SSRcontains_diaryR120_E012KC age-90 limited issue control for Title XVI recipients.2026-10-085REL_R120_021R120_E013scheduled_inAPP_SSI_REDETUC profile used for redetermination scheduling after stated qualifying conditions.2026-10-085REL_R120_022R120_E014governsAPP_SSI_REDETHEP, MEP and LEP frequencies depend on workload profile and category.2026-10-085REL_R120_023DATA_MANUAL_DEEMING_LISTpublished_onPORTAL_DEEMING_LISTINGSOctober manual deemed case list is updated annually; not controlled by MI Central and does not create SSR diary.2026-10-085REL_R120_024APP_SSTNGassists_prioritization_ofR120_E011SSTNG permits workload selection by diary/profile for KZ and other listed SSI diary types.2026-10-085REL_R120_025SVC_TCISprovides_printable_copy_ofR120_E015TCIS permits one-time printing of FMS-1133 for FO and processing center authorized staff.2026-10-085REL_R120_026APP_UPTQused_to_verify_stop_code_forR120_E015Title XVI technicians query Treasury Status Query for stop code before requesting package.2026-10-085REL_R120_027DB_PHUSused_to_verify_stop_code_forR120_E015Title II technicians use PHUS stop code to confirm nonreceipt action.2026-10-085REL_R120_028R120_E016separate_fromR120_E015L-stop generates a check copy/FMS-3858, not an FMS-1133 claim package.2026-10-085REL_R120_029R120_E017restricts_retrieval_ofR120_E015Only one-time printing by authorized FO/PC; TSC requests via MDW.2026-10-085REL_R120_030R120_E017accessesSVC_TCISOne-time forms are viewed in TCIS and cease to be printable once Treasury receives completed form.2026-10-085REL_R120_031R120_E019ingestsR120_E015FO/TSC/PC scanning of all FMS-1133 pages before forwarding to Treasury.2026-10-085REL_R120_032R120_E019stores_evidence_inAPP_EPFMS-1133 captured in SSA Evidence Portal; not a verified Treasury master record.2026-10-085REL_R120_033R120_E018governsR120_E015Age and timeliness determine Treasury forgery versus handwriting review and recovery authority.2026-10-085REL_R120_034R120_E020investigates_status_inSVC_TCISvHelp and PC operations staff use TCIS status and can contact Treasury for unresolved claims.2026-10-085REL_R120_035R120_E015supporting_evidence_forSVC_TCISTreasury records claim status and repayment outcomes in TCIS.2026-10-085REL_R120_036APP_REACTtriggersR120_E021Successful Title II LP credit or correction triggers PHUS Event 169.2026-10-085REL_R120_037R120_E021recorded_inDB_PHUSPHUS Event 169 UNNEG CK records unnegotiated check state.2026-10-085REL_R120_038APP_REACTsetsR120_E022REACT generally sets RCLRN N and generates corresponding LP notice.2026-10-085REL_R120_039R120_E022controls_creation_ofR120_E023LP notice file sent to beneficiary when check appears uncashed.2026-10-085REL_R120_040R120_E024requiresR120_E023Recipient signs and identifies checks on notice; unsigned notices returned or filed without repayment.2026-10-085REL_R120_041R120_E024verifiesDB_PHUSProcessing center checks MBR and PHUS before agreeing money still due.2026-10-085REL_R120_042R120_E024usesAPP_PAPERLESS_PSCCompletely unsigned unmarked notice may be filed in processing-center Paperless with no repayment.2026-10-085REL_R120_043SYS_SSRexcluded_fromR120_E023Title XVI LP credits require direct recipient contact rather than automatic Title II LP notice.2026-10-085REL_R120_044R120_E025investigates_usingAPP_REACTREACT output can prove outstanding returned payment.2026-10-085REL_R120_045R120_E025queriesDB_PHUSIf REACT output absent check PHUS for return or nonreceipt.2026-10-085REL_R120_046R120_E025queriesSVC_TCISTCIS alternative confirms Treasury check return or EFT nonreceipt.2026-10-085REL_R120_047R120_E025relates_toSYS_MBRAuthorizer develops right beneficiary and same-earnings-record survivor entitlement.2026-10-085REL_R120_048R120_E026used_as_evidence_forR120_E025Same-address check delivery may support spouse LISH under conditions and three-month MBP threshold.2026-10-085REL_R120_049R120_E027excluded_fromR120_E025Conserved payee assets must go to estate and are not deceased beneficiary underpayment.2026-10-085REL_R120_050R120_E026not_a_master_update_ofSYS_MBRSame check-delivery address is evidentiary support, not a new MBR address update.2026-10-085REL_R120_051EX_EAEmay_createR120_E028DHS transmitted enumeration data may result in EAE Investigate or Not Completed rather than automatic card.2026-10-085REL_R120_052R120_E028held_for_review_inAPP_SSNAPSSA can search pending EAE records in SSNAP by identity attributes or alien registration number.2026-10-085REL_R120_053EX_EAEsubject_toR120_E029EAE non-receipt guidance uses cycle-date under/over 14 days.2026-10-085REL_R120_054R120_E029checksSYS_NUMIDENTTechnicians inspect Numident cycle date before deciding replacement-card application.2026-10-085REL_R120_055EX_EBEmay_createR120_E030EBE exceptions Investigate or Not Completed remain pending awaiting evidence.2026-10-085REL_R120_056R120_E030held_for_review_inAPP_SSNAPPOMS says unprocessed EBE cases remain pending in SSNAP 365 days.2026-10-085REL_R120_057DB_ALPHIDENTsupports_identity_resolution_inR120_E028EAE pending-case search may use alien registration number and name/DOB.2026-10-085REL_R120_058DB_ALPHIDENTsupports_identity_resolution_inR120_E030EBE pending-case search may use alien registration number and name/DOB.2026-10-085REL_R120_059R120_E031reported_inR120_E033FO telephony answer/busy metrics published monthly in FO open-data CSV.2026-10-085REL_R120_060R120_E034provides_measurements_forR120_E033SSA says unnamed software routing vendor supplies field office telephone rate data.2026-10-085REL_R120_061R120_E033subject_toR120_E035Abandoned and 15-minute overflow calls are omitted from published answer/busy rate.2026-10-085REL_R120_062R120_E032historical_network_forR120_E031SSA says routing transition completed in 2012; current platform cannot be assumed.2026-10-085REL_R120_063R120_E033published_throughPORTAL_SSA_OPEN_DATASSA open-data FO answer/busy CSV downloadable via portal.2026-10-085REL_R120_064DB_SCDDsource_forR120_E036SCDD supports SSDI initial-claim spoken language quarterly publication.2026-10-085REL_R120_065DB_SCDDsource_forR120_E037SCDD supports SSI blind/disabled initial-claim spoken language quarterly publication.2026-10-085REL_R120_066R120_E036published_throughPORTAL_SSA_OPEN_DATACSV distributed via SSA data site; not a beneficiary-level operational language master.2026-10-085REL_R120_067R120_E037published_throughPORTAL_SSA_OPEN_DATACSV distributed via SSA data site; not a beneficiary-level operational language master.2026-10-085REL_R120_068R120_E039co_listed_withR120_E038Strategy and public AI inventory are co-listed on SSA AI page; no technical dependency inferred.2026-10-084REL_R120_069R120_E040co_listed_withR120_E038Compliance plan and public use-case listing appear on same SSA AI page; no deployment inferred.2026-10-084REL_R194_0001PROC_R194_SAMOA_IDDuses_input_formFORM_R194_SAMOA_1199Samoa form SSA-1199-OP30 supports intake by mail, telephone, or fax.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0002PROC_R194_SAMOA_IDDuses_account_storeSYS_MBRSSA uses MBR direct-deposit fields for Samoa-specific coding.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0003PROC_R194_SAMOA_IDDrequires_treasury_enrollmentSVC_ITS_GOVSamoa requires ITS.gov information before initial payment processing and same-day updates for later changes.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0004PROC_R194_SAMOA_IDDroutes_throughORG_FRBKCFRBKC routes payments to the Samoa processing financial institution and may reject incomplete transactions.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0005DATA_R194_SAMOA_BANK_ADDRcaptured_inSVC_ITS_GOVSamoa bank address is entered into ITS.gov in WS/Town/Name format.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0006DATA_R194_SAMOA_BENE_ADDRcaptured_inSVC_ITS_GOVSamoa beneficiary address is separately entered into ITS.gov.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0007R194_E001governsPROC_R194_SAMOA_IDDSamoa country-specific routing and account coding.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0008R194_E001constrains_recordSYS_MBRMBR stores SSA-specific derived routing and depositor account values.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0009R194_E002conflict_affectsPROC_R194_SAMOA_IDDSource conflict: Section E describes O+16 digits while F describes O+13; Section F step 3 wording inconsistent with its stated reason.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0010R194_E002requires_manual_validationSVC_ITS_GOVActual accepted ITS.gov and MBR values cannot be resolved from contradictory examples alone.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0011PROC_R194_SANMARINO_IDDuses_input_formFORM_R194_SM_1199San Marino SSA-1199-OP38 accepted for application and bank-account coding.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0012PROC_R194_SANMARINO_IDDwrites_banking_data_toSYS_MBRSan Marino country-specific RTN and DAN stored in existing MBR direct deposit fields.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0013PROC_R194_SANMARINO_IDDrequires_treasury_enrollmentSVC_ITS_GOVSame-day dual entry to SSA claims/postentitlement system and ITS.gov required for San Marino bank-data changes.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0014PROC_R194_SANMARINO_IDDroutes_throughORG_FRBKCFRBKC transfers via processor bank to local San Marino EUR-denominated FI.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0015DATA_R194_SM_SWIFTcaptured_inSVC_ITS_GOVITS.gov account request includes SWIFT-BIC and IBAN for San Marino.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0016R194_E003governsPROC_R194_SANMARINO_IDDSan Marino bank routing encoding rule.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0017R194_E003constrains_recordSYS_MBRPOMS requires a foreign beneficiary address as a condition for San Marino IDD action.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0018R194_E004constrainsPROC_IDDForeign-to-domestic COA ends IDD eligibility under GN 02605.260.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0019R194_E004requires_record_reviewSYS_MBRVerify title II deposit fields before PEAD changes.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0020R194_E005uses_recordSYS_MBRLawful presence and NRA tax values reviewed on MBR before address update.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0021R194_E005part_ofAPP_POSSeparate screens document address, lawful presence, and tax withholding as needed.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0022R194_E006governsSYS_MBRClaim jurisdiction determined independently of simple mailing address update.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0023R194_E006constrainsAPP_POSTransfer jurisdiction follows completion of address transaction if qualifying criteria cease.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0024R194_E007governsSYS_MBRU.S. correspondence address may differ from actual overseas residence.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0025R194_E007constrainsPROC_IDDForeign residence and IDD eligibility cannot be inferred from U.S. mailing location alone.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0026R194_E008updates_recordSYS_MBRPC manual update after payee selection where eRPS cannot process applicant without SSN.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0027R194_E008processed_usingAPP_MACADEPC executes Title II representative-payee action via MACADE.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0028R194_E009updates_recordSYS_SSRFO uses Title XVI manual payee selection path.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0029R194_E009excludes_normal_processingAPP_ERPSeRPS is default only if identifying requirements can be met.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0030DATA_R194_EAB_ORIGINALsupports_identity_assignmentSYS_NUMIDENTState-supplied EAB data supports automated infant SSN assignment and Numident application creation.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0031DATA_R194_EAB_ORIGINALoriginates_withORG_STATE_BVSState vital records agencies transmit hospital-collected birth registration data to SSA.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0032R194_E010governsDATA_R194_EAB_ORIGINALSpecial condition for previously assigned SSN.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0033R194_E010impactsSYS_NUMIDENTEAB information can post to Numident even without new SSN issuance.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0034ORG_SSA_OAGadministers_grant_programPROG_R194_RDRCSSA OAG identifies RDRC as a research and demonstration grant example.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0035ORG_SSA_OAGadministers_grant_programPROG_R194_ARDRAWSSA OAG identifies ARDRAW as a research and demonstration grant example.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0036ORG_SSA_OAGadministers_grant_programPROG_R194_WIPASSA OAG identifies WIPA as a service grant supporting beneficiaries returning to work.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0037ORG_SSA_OAGadministers_grant_programPROG_R194_PABSSSSA OAG identifies PABSS among service grants.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0038ORG_SSA_OAGadministers_grant_programPROG_R194_SPSSBSSA OAG identifies SPSSB representative-payee service grants covering onsite reviews.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0039DATA_R194_STAT2020_T2A26_CORcorrects_publicationREPORT_R194_SUPPLEMENT_2020April 21 2026 correction to family amounts and survivor-family minimum-wage PIA.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0040DATA_R194_STAT2020_T2A17_CORcorrects_publicationREPORT_R194_SUPPLEMENT_2020March 6 2026 corrections to minimum PIAs (2013-19) and family maximum formulas.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R194_0041DATA_R194_STAT2020_T4A2_CORcorrects_publicationREPORT_R194_SUPPLEMENT_2020December 5 2025 correction to 1977 Railroad Retirement transfer amount representation.2026-10-115Official evidence supports the stated and time-bound operation, not undocumented architecture.REL_R195_0001R195_E_PBGCprovidesR195_E_PBGC_PLAN_CHANGESPBGC plan termination and merger information is supplied to SSA Central Office for pension plan address records (2019).2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0002R195_E_PBGC_PLAN_CHANGESsupplies_information_forR195_E_ERISA_PLAN_ADDRPBGC plan merger/termination data support SSA pension plan address files; no beneficiary residential address update is asserted.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0003R195_E_IRS_ERISA_QTRsupportsR146_E0002IRS sends SSA quarterly plan-administration changes for ERISA pension processes; exact storage target is not documented.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0004R138_E0009identity_matched_toSYS_NUMIDENTPaper Form 8955-SSA participant name/SSN processed by WBDOC is checked against Numident before adding to Employee Master File.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0005R146_E0001feedsR146_E0002Electronic IRS FIRE Form 8955-SSA flow is a separate input channel from paper WBDOC processing.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0006R146_E0002generatesR138_E0010SSA monthly identifies benefit applicants with deferred-vested ERISA data and mails SSA-L99-C1 notice.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0007R195_E_ERISA_PLAN_ADDRprovides_contact_forR138_E0010Pension plan address files support ERISA pension notices; do not treat plan address as beneficiary current residence.2026-10-114Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0008APP_MAPShas_screenR195_E_MAPS_MEDQMAPS MEDQ query displays current and detailed IRS and pension/annuity agency data.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0009R195_E_MAPS_MEDQexposesR195_E_MAPS_EINMEDQ Detailed Agency Data exposes payer EIN for follow-up.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0010R195_E_MAPS_EINqueried_viaR195_E_MAPS_AEQYStaff manually enter EIN through PCOM MFQM > MISM > AEQY query.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0011R195_E_MAPS_AEQYreturnsR195_E_MAPS_PAYER_LOCATIONAEQY returns payer name and business address; cannot infer claimant location.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0012APP_MAPShas_screenR195_E_MAPS_DWRCMAPS DWRC records verifications and contacts.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0013R195_E_MAPS_IRS_ANNUITYdisplayed_inR195_E_MAPS_MEDQIRS pension/annuity form type, tax year, EIN and monthly amount appear in MEDQ Detailed Agency Data.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0014R195_E_MAPS_RECENCYgovernsR195_E_MAPS_DWRCMost recent relevant evidence and conclusion must be documented on DWRC before Extra Help determination.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0015FORM_SSA8510authorizes_contact_toR195_E_MAPS_PAYER_LOCATIONIf claimant cannot supply evidence and disputes IRS pension data, SSA-8510 signature is required before contacting payer.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0016R195_E_MAPS_OPM_FIRSTgovernsAPP_MAPSOPM pension direct data, not contemporaneous IRS copy, used to verify OPM annuities after May 23 2009 release.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0017R195_E_MAPS_OLD_IRS_OPMstored_inDB_MAPSPre-2009 IRS OPM annuity data may remain visible on MEDQ despite discontinued current feed.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0018ORG_OPMprovidesR195_E_MAPS_OPM_FIRSTDirect OPM annuity data is specified as verification source after 2009 source precedence change.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0019R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F42025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0020R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F52025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0021R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F62025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0022R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F82025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0023R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F92025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0024R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_2024_T2F112025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0025R195_E_STAT_SUPP_2025_2FpublishesR195_E_STAT_ENUM_20242025 Supplement Section 2.F publishes or republishes the specified time-bounded workload product.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0026SYS_IWMSsource_forR195_E_STAT_2024_T2F4Integrated Work Measurement System listed as source in 2025 Supplement.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0027SYS_IWMSsource_forR195_E_STAT_2024_T2F5Integrated Work Measurement System listed as source in 2025 Supplement.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0028SYS_IWMSsource_forR195_E_STAT_2024_T2F6Integrated Work Measurement System listed as source in 2025 Supplement.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0029DB_CPMS_MIsource_forR195_E_STAT_2024_T2F8CPMS Management Information listed as source; metric definitions differ by table.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0030DB_CPMS_MIsource_forR195_E_STAT_2024_T2F9CPMS Management Information listed as source; metric definitions differ by table.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0031DB_ARPS_MIsource_forR195_E_STAT_2024_T2F11ARPS Management Information listed as source of Appeals Council statistics.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0032R195_E_STAT_ENUM_PERFsource_forR195_E_STAT_ENUM_2024Enumeration Performance Reports supply issuance counts and age distribution, not a person-unique count.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0033R195_E_STAT_2022_WEEKqualifiesR195_E_STAT_2024_T2F9FY2022 2.F9 hearing data exclude extra fiscal 2022 week.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0034R195_E_STAT_2022_WEEKqualifiesR195_E_STAT_2024_T2F11FY2022 2.F11 Appeals Council data include extra-week receipts and dispositions.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0035R195_E_STAT_2F_DISCONTapplies_toR195_E_STAT_SUPP_2025_2FDiscontinued sections refer to publication routing and do not establish loss of operational source data.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0036DATA_CWHShas_componentR195_E_CWHS_ACTIVE_20062006 CWHS sampled active/inactive populations defined by observed earnings postings.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0037DATA_CWHShas_componentR195_E_CWHS_INACTIVE_20062006 CWHS sampled active/inactive populations defined by observed earnings postings.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0038SYS_MEFsource_forR195_E_CWHS_ACTIVE_2006CWHS active SSNs determined from recorded earnings in MEF; historical one-percent sample.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0039SYS_MEFsource_forR195_E_CWHS_INACTIVE_2006CWHS inactive sample SSNs have no earnings posted to MEF as of 2006 sample.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0040R195_E_CWHS_TIMING_2009governsDATA_CWHS2009 document: annual January extract and spring validation of CWHS, period-specific not a current SLA.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0041SYS_MEFsource_forR195_E_CWHS_SE_2009Self-employment analytical file contains IRS-origin detail beyond fields stored in MEF, per 2009 article.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0042R195_E_CWHS_INDUSTRY_2009enrichesDATA_CWHSIRS and Census employer industry classification inputs enhance CWHS sample data.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0043R195_E_MEF_W2W3governsSYS_MEF2009 W-2 / W-3 reconciliation gate before individual earnings posting.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0044R195_E_MEF_WEEKLY_2009applies_toSYS_MEFAs observed in 2009 the MEF was updated weekly; current cadence not established.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0045SYS_NUMIDENTsource_forDATA_CWHS2009: Numident supplied demographics; MEF earnings and MBR annual benefits contributed to research sample.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0046R195_E_SSA1099_MFQUERYsupportsR145_E0013FO on-demand SSA-1099 replacement query is an alternative to online self-service or Central Office print.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0047R195_E_SSA1099_DECEASED_MBRuses_address_fromSYS_MBRDeceased claimant benefit-tax statement goes to last MBR recorded address; policy does not mean current residence.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0048R195_E_SSA1099_DEAD_LOGINblocksAPP_MYSSADeceased identity flag blocks access through eAccess; historical authentication application ROME noted.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0049R195_E_SSA1099_TAX_WINDOWgovernsAPP_MYSSAAnnual tax-form replacement request calendar constraints; historical records continue online.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0050R195_E_OACT_SSAREA_POPapplies_toDATA_OACT_SOCSEC_POP_DOWNLOAD_2026The area population downloadable data include specified overseas and territorial populations, not simply domestic Census residents.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0051R195_E_OACT_PERIOD_COHORTqualifiesDATA_OACT_PERIOD_LIFE_2026Calendar-year period life table interpretation for 2026 Trustees downloadable series.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R195_0052R195_E_OACT_PERIOD_COHORTqualifiesDATA_OACT_COHORT_LIFE_2026Birth-year cohort life table interpretation for 2026 Trustees downloadable series.2026-10-115Directly documented processing or data provenance at cited date; not a claim of automatic system-to-system synchronization or current physical implementation.REL_R19_001APP_PPChas_documented_componentDATA_PPC_ACRPPC imports/adds forms to Action Control Records; ACR history and user identity form the work audit trail.2026-10-035REL_R19_002DATA_PPC_ACRclassified_byDATA_TOELACRs show Type-of-Event-Level metadata describing the work involved.2026-10-035REL_R19_003PROC_PPC_STUBcreatesDATA_PPC_ACRThe stub-record or tap-on-the-shoulder process automatically creates a Paperless ACR for fully electronic actionable work.2026-10-035REL_R19_004PROC_PPC_STUBreferences_work_inAPP_EVIEWFor examples such as ALJ reversals, the ACR tells the technician to access eView for the decision and process the action.2026-10-035REL_R19_005APP_PCACScreatesDATA_PCACS_ECRPCACS creates an Electronic Control Record when a listing arrives and no paper is associated with it.2026-10-035REL_R19_006DATA_PCACS_ECRplaceholder_inAPP_PCACSPOMS describes the ECR as a placeholder in PCACS that permits transactions for accounts without a paper folder.2026-10-035REL_R19_007PROC_DOTELmode_ofPROC_INTERCOMP_ASSISTPOMS lists this as a mode for requesting assistance from another SSA office/component.2026-10-035REL_R19_008APP_PCACSmode_ofPROC_INTERCOMP_ASSISTPOMS lists this as a mode for requesting assistance from another SSA office/component.2026-10-035REL_R19_009APP_MDW_AImode_ofPROC_INTERCOMP_ASSISTPOMS lists this as a mode for requesting assistance from another SSA office/component.2026-10-035REL_R19_010APP_E562mode_ofPROC_INTERCOMP_ASSISTPOMS lists this as a mode for requesting assistance from another SSA office/component.2026-10-035REL_R19_011APP_M2Mmode_ofPROC_INTERCOMP_ASSISTPOMS lists this as a mode for requesting assistance from another SSA office/component.2026-10-035REL_R19_012APP_M2MsupportsPROC_INTERCOMP_ASSISTOIG describes M2M as a two-way communication tool for priority inquiries requiring action by another office.2026-10-035REL_R19_013QRY_DEQYreadsSYS_MEFDEQY displays detailed earnings data extracted from the Master Earnings File.2026-10-035REL_R19_014QRY_DEQYreadsDB_EIFDEQY also displays employer-related data extracted from the Employer Identification File.2026-10-035REL_R19_015QRY_SEQYreadsSYS_MEFSEQY displays yearly earnings totals from the Master Earnings File.2026-10-035REL_R19_016QRY_DEQYaccessed_viaTECH_PCOMSSA policy documents obtaining DEQY through IBM Personal Communications.2026-10-035REL_R19_017TECH_PCOMaccessesAPP_MFQMThe PCOM DEQY procedure begins from the Master File Query Menu.2026-10-035REL_R19_018QRY_DEQYaccessed_viaAPP_EVIEWSSA policy documents DEQY access from eView's Queries area.2026-10-035REL_R19_019QRY_DEQYcan_be_saved_toREPO_EFThe eView DEQY workflow includes a View & Save to EF action.2026-10-035REL_R19_020TECH_PCOMuses_vendorORG_IBMPOMS names IBM Personal Communications as the client technology used for the DEQY access path.2026-10-035REL_R19_021EX_EMILRECSserves_partnerORG_NARANARA and SSA developed eMilrecs for electronic military-service verification.2026-10-035REL_R19_022ORG_NARAprovidesEX_EMILRECSNARA supplies military-service documentation as attachments through eMilrecs.2026-10-035REL_R19_023EX_EMILRECSverification_documented_inAPP_EVIDField-office procedure records acceptable military-service evidence on the EVID screen in Shared Processes.2026-10-035REL_R19_024EX_EMILRECSstores_evidence_inREPO_NDREDField-office procedure scans NARA documents into NDRed through Evidence Portal.2026-10-035REL_R19_025EX_EMILRECSroutes_documents_throughAPP_EPEvidence Portal is used to scan eMilrecs/NARA documents into NDRed.2026-10-035REL_R19_026EX_EMILRECSimports_documents_toAPP_PPCProcessing-center procedure saves the NARA document and imports it into Paperless.2026-10-035REL_R19_027EX_EIWOupdatesAPP_COGSAccepted electronic income-withholding orders automatically update COGS.2026-10-035REL_R19_028APP_COGSstores_order_copy_inAPP_ORSA copy of an accepted e-IWO is automatically stored in ORS.2026-10-035REL_R19_029EX_EIWOroutes_rejections_toAPP_PPCSpecified COGS rejects are directed to Paperless for manual processing.2026-10-035REL_R19_030EX_EIWOrejection_createsDATA_PPC_ACRFor specified reject reasons, Paperless creates a new ACR under garnishment/e-IWO reject TOELs.2026-10-035REL_R19_031APP_GARNISH_NOTICEreadsDB_GARNISHMENTThe automated Garnishment Notice System uses information from the Garnishment DB2 database.2026-10-035REL_R19_032APP_GARNISH_NOTICEreadsSYS_MBRThe Garnishment Notice System also uses MBR data.2026-10-035REL_R19_033APP_GARNISH_NOTICEfeedsAPP_CCMBeginning in summer 2020, the garnishment notice system passes information to CCM for notice creation.2026-10-035REL_R19_034APP_GARNISH_NOTICEruns_onTECH_DB2The underlying garnishment database is explicitly identified as DB2.2026-10-035REL_R19_035DB_TAXYnotifiesORG_TREASURYTAXY input of a paper levy automatically notifies Treasury to terminate an overlapping FPLP deduction.2026-10-035REL_R19_036DB_TAXYgenerated_notice_stored_inREPO_NDREDPOMS directs technicians to fax TAXY-generated exemption statement notices into NDRed.2026-10-035REL_R19_037PROC_FPLPexecuted_throughSVC_TOPPOMS states Treasury Offset Program processes the automated tax levies that reduce SSA Title II benefits.2026-10-035REL_R19_038PROC_FPLPstores_notices_inAPP_ORSIRS/Fiscal Service notices associated with FPLP are retrievable through ORS.2026-10-035REL_R19_039PROC_FPLPusesDATA_FPLP_PAYMENT_RECORDSSA sends a system-generated payment record to Fiscal Service for FPLP processing; POMS says it is not the MBR.2026-10-035REL_R19_040DATA_FPLP_PAYMENT_RECORDsent_toORG_BFSThe payment record is sent automatically to Fiscal Service for disbursement/levy processing.2026-10-035REL_R19_041DATA_FPLP_BYPASS_CODEpart_ofDATA_FPLP_PAYMENT_RECORDSSA systems automatically place the bypass code on the payment record when exclusion conditions apply.2026-10-035REL_R19_042DATA_FPLP_BYPASS_CODEsignals_exclusion_toORG_BFSThe bypass code tells Fiscal Service not to levy an excluded Social Security payment.2026-10-035REL_R19_043SVC_TWNsupportsPROC_WAGE_VERIFYSSA policy recognizes TWN as an approved primary wage-evidence source when higher-priority/automated evidence is unavailable and authorization exists.2026-10-035REL_R19_044SVC_VERIFYADVsupportsPROC_WAGE_VERIFYSSA policy recognizes VerifyAdvantage as an approved primary wage-evidence source.2026-10-035REL_R19_045EX_PIEprovides_primary_wage_evidence_toPROC_WAGE_VERIFYPIE/PDP wage and employment information is a primary automated evidence path in SSA wage verification.2026-10-035REL_R19_046SVC_TWNoperated_byORG_EQUIFAX_WSCFPB identifies Equifax Workforce Solutions as the operator of The Work Number.2026-10-035REL_R19_047SVC_VERIFYADVoperated_byORG_FIRST_ADVANTAGEVerifyAdvantage's primary site identifies it as First Advantage's web-based employment and income verification service.2026-10-034REL_R19_048APP_WEIAauthorizes_access_toSVC_TWNSSA requires valid wage and employment information authorization before technicians obtain wage data from electronic wage verification companies.2026-10-035REL_R19_049APP_WEIAauthorizes_access_toSVC_VERIFYADVSSA requires valid wage and employment information authorization before technicians obtain wage data from electronic wage verification companies.2026-10-035REL_R19_050SVC_TWNsupportsAPP_EWORKDisability work policy directs technicians to verify earnings through approved third-party services such as TWN and code monthly earnings in eWork.2026-10-035REL_R26_001DB_APPT_SYSTEM_MIreports_onSVC_NATIONAL_800SSA Open Data says this asset provides Appointment/Leads/800# management-information reports. This edge represents reporting scope only, not a physical interface.2026-09-224No source-system feed is inferred.REL_R26_002DB_APPT_SCHED_MIreports_onSVC_NATIONAL_800SSA Open Data says this asset provides Appointment/Leads/800 management-information reports. This edge represents reporting scope only, not a physical interface.2026-09-224No source-system feed is inferred.REL_R26_003DB_MYSSA_REG_MItracks_management_information_forAPP_MYSSASSA Open Data explicitly says the asset tracks management information for the MySSA suite of services.2026-07-285REL_R26_004APP_ESD_MIproduces_management_information_forDOM_E_SERVICESSSA Open Data describes the application as producing electronic-service-delivery management information.2026-09-295This is a functional/domain relationship; physical storage is not specified.REL_R26_005DB_ESERVICES_MI_STAGEcontains_data_forDOM_E_SERVICESSSA Open Data describes this staging instance as containing Client-to-Government electronic-service transaction information.2026-09-085No stage-to-ODS transport is inferred.REL_R26_006DB_EDIS_MIprovides_management_information_forPLAT_EDIBThe catalog title is Electronic Disability Management Information and the record says it provides MI on disability cases; modeled as a logical association to the existing Electronic Disability System.2026-09-294Physical feed/component boundaries are not published.REL_R26_007DB_CIRP_MIprovides_management_information_forAPP_CIRPThe SSA catalog record is explicitly the management-information asset for Comprehensive Integrity Review Process.2026-07-075REL_R26_008DB_TTW_WORKLOAD_MIprovides_management_information_forPROC_TICKET_TO_WORKSSA Open Data explicitly describes management information about disability beneficiaries participating in the Ticket to Work/back-to-work program.2026-09-295REL_R26_009APP_CWOSSsupportsPROC_TICKET_TO_WORKSSA Open Data says CWOSS captures workload case-management, contract, and payment information to support the Ticket to Work program.2026-09-295REL_R26_010DB_CWOSS_MIprovides_management_information_forAPP_CWOSSThe current catalog record is explicitly titled CWOSS Management Information and describes the same workload, contract, and payment information.2026-09-224Logical association is direct by title/purpose; physical separation or integration is not published.REL_R26_011DB_CWOSS_MIsupportsPROC_TICKET_TO_WORKSSA Open Data says the CWOSS MI asset captures workload case-management, contract, and payment information to support Ticket to Work.2026-09-225REL_R26_012DB_T16_FO_APPEALS_ODSreplaced_byDB_SUMS_APPEALS_ODSSSA Open Data explicitly states that the legacy Title XVI Field Office Appeals ODS was replaced by SUMS Appeals.2026-09-295The actual cutover date is not published; 2026-09-29 is the observation date.REL_R26_013DB_DMS_MIprovides_management_information_forAPP_DMSSSA Open Data says the asset stores management information for the debt-management process. The Atlas associates that process with the existing Debt Management System.2026-08-064The catalog does not publish a physical DMS-to-MI feed.REL_R26_014DB_MEDICARE_MIcontains_management_information_forPROC_EXTRA_HELPSSA Open Data says this store includes Medicare Part D prescription-drug-subsidy processing and workload management information.2026-09-295No direct MAPS interface is inferred.REL_R26_015DB_T2_ODSprovides_processing_time_data_toDB_WMDWSSA Open Data explicitly says the Title 2 ODS provides processing-time data to the Work Measurement Data Warehouse.2026-09-295REL_R26_016APP_TIME_REFERENCE_MImaintains_reference_tables_onTECH_MAINFRAMESSA Open Data says fiscal- and processing-year reference tables maintained by this application are located on mainframe and data-warehouse servers.2026-09-295Only the mainframe technology node is linked; the source does not identify a specific warehouse server product.REL_R26_017APP_SEXTANTreports_onSVC_NATIONAL_800SSA Open Data identifies Sextant as a Care 2020 reporting system providing real-time and historical N8NN management information about customer/agent interactions.2026-09-225REL_R26_018APP_NARreports_on_customer_interactions_withPLAT_NUANCE_IVRSSA Open Data explicitly says Nuance Application Reporting provides Care 2020 MI on customer interactions with the Nuance IVR system.2026-09-175REL_R26_019DB_VIPR_MIcontains_management_information_related_toAPP_CHIPSSA Open Data explicitly says the VIPR MI data store contains visitor/call/customer-relationship information relating to VIPR and CHIP.2026-09-295REL_R26_020DB_WMI_GARNISHMENTreports_onDB_T2_GARNISHSSA Open Data describes Title II benefit-adjustment and Treasury-payment reporting for garnishment; modeled as a logical reporting relationship to the existing T2 Garnishment Process data store.2026-09-294Physical data movement is not published.REL_R26_021DB_PSC_PAPERLESS_MIreports_onAPP_PAPERLESS_PSCSSA Open Data identifies current Program Service Center Paperless management-information reporting. The edge is modeled to the existing Paperless PSC entity by title/purpose.2026-09-084This does not establish that the 2007 PIA application is technically identical to the current Paperless Processing Center system.REL_R26_022DB_UNIFIED_ICM_CCEhistorically_routes_calls_forSVC_NATIONAL_800SSA's 2017 catalog record says Unified ICM/CCE used its central database to determine how to route N8NN calls.2017-12-223Historical official architecture only; current operation is unverified.REL_R26_023APP_VERINT_IMPACT360historically_supported_workforce_optimization_forSVC_NATIONAL_800SSA's 2017 catalog record describes CARE 2020 workforce optimization and tags the asset N8NN/workforce management.2017-12-203Historical official architecture only; current operation is unverified.REL_R26_024PROC_PIV_CARDSTOCK_2026procures_support_forAPP_PIVSSA's July 2026 notice is for HSPD-12 PIV Cardstock Replacement and Personalization Services.2026-07-225The public notice does not name the intended vendor.